Curious Investments
International Destinations for your Portfolio
Intel’s forecast, today, highlighting their belief that Asian consumers would drive the economic rebound got me thinking. Could international stocks recover quicker and grow faster than domestic U.S. stocks over the next few years? To get a better grasp, I’ve decided to compare the performance of various international ETFs and take a better look. In [...]
read more »Sound off: Sears Holdings
Apologies for the lag between posts. I decided to take a little summer vacation. Moreover, I’ve been at a bit of a loss for interesting stock picks of late and the market itself seems to have entered a bit of a (relative) lull. We all seem to be holding our breaths waiting for an inevitable [...]
read more »Sears Holdings as a REIT
My most recent post on mall REITs (SPG in particular) got me thinking about Sears Holdings, a company that I disparaged a few weeks ago in a post called, “Unsuccessful Profits.” More particularly, my chart on REIT valuation based on square footage owned made me wonder. Aas you can tell, price per square foot data [...]
read more »Short this REIT?
A colleague of mine recently brought an interesting phenomenon to my attention. REITs and one particular REIT – Simon Property Group (SPG) – have had quite the run in the last few months. The above chart runs from March until today – June 22, 2009. It’s clear to see that REITs as an asset class (using [...]
read more »S&P Analysis Follow Up
Turns out that I wasn’t the only one spending my time trying to analyze the S&P yesterday. INO Market Club (a site sponsor) just uploaded a free video using even more detailed technical analysis than I did. In it, the author uses candle stick and volume analysis to identify the likelihood that sellers have overtaken [...]
read more »Why you should hold cash now
The markets have rallied nearly 50% off their lows, but the last two weeks have been decidedly slower. Are we about to correct back downwards? How severe will it be? I’ve been more focused on bottoms-up fundamental stock ideas over the last few months, but having made a few purchases these last few months and [...]
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