tag:blogger.com,1999:blog-2707240958978588285.comments2011-12-12T14:20:34.186-08:00$tocksNoviceJohn-Erik Kosloskyhttp://www.blogger.com/profile/00719751432918194199noreply@blogger.comBlogger23125tag:blogger.com,1999:blog-2707240958978588285.post-70612336292246032742011-12-12T14:20:34.186-08:002011-12-12T14:20:34.186-08:00Hey John-Erik, you mentioned Starbucks. Motley Foo...Hey John-Erik, you mentioned Starbucks. Motley Fool had a column about it today:<br /><br />http://www.fool.com/investing/general/2011/12/12/i-was-wrong-about-starbucks-.aspx?source=ihpsitota0000001&lidx=4<br /><br />- GaryAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-63862743293530132902011-12-11T15:17:17.340-08:002011-12-11T15:17:17.340-08:00I am considering adding a miner here, as well as a...I am considering adding a miner here, as well as adding to some of my existing postitions. <br />I'm too fearful of gold and other precious metals, which I wrote about earlier this fall.<br />http://stocksnovice.blogspot.com/2011/09/fool-to-buy-gold-or-fool-not-to.html<br />http://stocksnovice.blogspot.com/2011/09/are-there-safer-safe-havens-than-gold.html<br /><br />As it stands, I have Chesapeake and National-Oilwell as energy plays, Mosaic and Balchem as ag plays and Rayonier in timber.<br />Together, they make up 26 percent of my portfolio.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-19633497325646274302011-12-11T14:45:43.353-08:002011-12-11T14:45:43.353-08:00Agreed with the exposure to commodities above. Wit...Agreed with the exposure to commodities above. With commodities demand expected to grow, there may be a few well positioned stocks out there that you could add to your portfolio.surambayahttps://www.blogger.com/profile/01732652793468539278noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-80755441843556374012011-12-10T13:38:25.666-08:002011-12-10T13:38:25.666-08:00you need more commodities exposure. just my opinio...you need more commodities exposure. just my opinion.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-6867855633414540002011-12-09T18:50:06.677-08:002011-12-09T18:50:06.677-08:00The return of Ford's dividend is a good sign. ...The return of Ford's dividend is a good sign. I like the company's direction.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-67937984830990012292011-12-09T08:01:10.894-08:002011-12-09T08:01:10.894-08:00Ford is weighing pretty heavy, but it should come ...Ford is weighing pretty heavy, but it should come back. Pretty good mix of growth/value stocks.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-26519942433484133052011-09-26T12:07:48.869-07:002011-09-26T12:07:48.869-07:00Perhaps gold would be a bubble if it had no underl...Perhaps gold would be a bubble if it had no underlying fundamentals driving the priced up. Fear? maybe in part but those fears are valid due the massive printing of the the greenback and the rest world struggling. I believe the US is in an economic bubble. Meaning everything is on the brink of popping, stocks, housing, credit,spending.... Theres a book i recommend its called : Aftershock: Protect Yourself and Profit in the Next Global Financial Meltdown<br />The authors correctly predicted the financial crash of 08 way before it happened. and they are predicting the next crash soon. <br />So to answers your question. Yes I think you are putting yourself at risk if you dont have some hedge against the market because as you said gold isnt based on earnings its based on economic turmoil that isnt going to improve with the government printing and keeping interests low. Its only making it worse.Jasonhttps://www.blogger.com/profile/17062160612544264350noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-66484964631500110982011-09-14T21:20:01.134-07:002011-09-14T21:20:01.134-07:00It tells me I should have 100% invested, too. I...It tells me I should have 100% invested, too. I'm thinking that's due to a combination of a long horizon, a few different sources of income, and a higher tolerance for risk. But that's just a guess.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-33084394232082259612011-09-14T20:45:28.543-07:002011-09-14T20:45:28.543-07:00First question-
How much of your long-term retir...First question-<br /><br /><br />How much of your long-term retirement money should you invest in stocks? <br /><br />Read more: http://www.kiplinger.com/tools/riskfind.html#ixzz1XzJewGv8 <br />Become a Fan of Kiplinger's on Facebook<br /><br />Ok that did'nt work but the quiz told me I should have %100 invested.<br /><br />Part two-<br /><br />to their money, it's a whole new ballgame.<br /><br />So let's play ball. Take this quiz, add up your totals and you should have a good idea of the type of investor you will be.<br /><br />1.You just won $10,000 in the lottery. Congratulations! What do you do?<br /><br />You answered: You speak to your father's stock broker and decide to invest it in the stock market. <br />(2 pts.)<br />2.You are sitting at the blackjack table at Trump's Taj Mahal casino. You have been gambling. You started with $10,000, but you have lost $4,000 so far. How much more are your prepared to lose to win the $4,000 back?<br /><br />You answered: Nothing. You quit now and go home with $6,000 in your pocket.<br />(1 pt.)<br />3.You decide that gambling is not the way to go. You want to get some advice on what to do with your money, so you ...<br /><br />You answered: Read as much as you can, watch the news, and invest based on your research.<br />(2 pts.)<br />4.You have finally decided to invest the money. You invest in ...<br /><br />You answered: Blue chip stocks.<br />(2 pts.)<br />5.You are now a stock market junkie, and you are watching your new investment. You believe ...<br /><br />You answered: Equally that the value of your investment will increase or decrease.<br />(2 pts.)<br />6.You wake up this morning and hear the market went down 2,000 points (Arrgh!!!). What do you do?<br /><br />You answered: Invest more because prices are lower -- if it was a good buy at the original price it is even better now.<br />(3 pts.)<br />7.Well, with all of this excitement, you realize you're enjoying this stock market ''thing,'' so you decide to ride out the storm. How long do you expect it will take for your investment to double?<br /><br />You answered: Three years<br />(2 pts.)<br />8.Believe it or not, your stock is not affected by the decline in the market, and one month later, the value of your stock is up 50 percent. You have no information on why this is happening, but you decide to...<br /><br />You answered: Sit tight and hold on to your original position.<br />(2 pts.)<br />16 pts.<br />Moderate –- You don't want your porridge too hot, but on the other hand you don't want it too cool either. That lukewarm stuff from Baby Bear is just about right as far as you're concerned. And you approach your investments the same way: A little risk is OK to beef up your returns, as long as it's a little risk with not much chance of losing your money.<br /><br />You probably ought to seek the same temperature for your investments. Hybrid funds that contain both stocks and bonds would work. You want some stocks to keep you from falling behind in your returns, but you'll probably be comfortable only with the bluest of blue chips. And while you might not need all Treasury Bonds, you don't want to be buying any junk either.<br /><br />Part three-<br /><br />Your Score: 30<br />You have an above-average tolerance for risk.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-41091308203732288522011-08-09T08:49:28.716-07:002011-08-09T08:49:28.716-07:00I think it was way too early to get in. After ridd...I think it was way too early to get in. After ridding FAZ down, I got out yesterday on the close. I am still very careful today and only getting in a little bit in Rare Earth Metals companies or platinium. Still holding some cash for a larger drop. Adrianfr @ stocktwitsAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-79380284885150693512011-08-06T12:58:55.573-07:002011-08-06T12:58:55.573-07:00How's that for upping the pressure?
But serio...How's that for upping the pressure? <br />But seriously, thanks for the support. I'll try to post my buys as soon as possible, even if I don't have time immediately to flesh out my rationale.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-52305184360728088432011-08-06T12:17:44.559-07:002011-08-06T12:17:44.559-07:00I'll start following you and buying what you b...I'll start following you and buying what you buy. I'll analyze my business in another year and see if you were right. It makes perfect sense to me to buy and keep buying. However, with so many options it's nice to lean on someone like you. Keep updating and I'll keep reading and buying. You have a devout follower in me. Good luck!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-11231428860496997322011-07-25T20:16:22.375-07:002011-07-25T20:16:22.375-07:00Thanks for sharing the link.Thanks for sharing the link.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-13188737499594365062011-07-20T22:53:07.543-07:002011-07-20T22:53:07.543-07:00I've also owned Apple for awhile now. One inve...I've also owned Apple for awhile now. One investment analyst I follow (for a subscription) is looking for +$450 within 18 months - he's usually proved a bit conservative! Also, here's an AAPL article written by someone else:<br />http://www.zacks.com/commentary/18249/Apple%3A+Why+You+Still+Buy+the+Dips+on+Earnings+MachinesCCharlesIChttps://www.blogger.com/profile/15768821836750210926noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-26484942388063842752011-07-11T19:53:43.875-07:002011-07-11T19:53:43.875-07:00Thanks for the compliments. It's great to read...Thanks for the compliments. It's great to read stuff written by experts to help us figure out where to invest. But I think sometimes, it's nice to read about people who are thinking through the same dilemmas we are.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-85404944928091748972011-07-11T17:14:46.628-07:002011-07-11T17:14:46.628-07:00I just started investing on my own and I think thi...I just started investing on my own and I think this blog is a great idea for newbies. Keep up the good work.TersigniNDhttps://www.blogger.com/profile/13010550591847712874noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-41556120381549200332011-06-30T11:54:51.221-07:002011-06-30T11:54:51.221-07:00You're right. Fixed.You're right. Fixed.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-48671094511191185292011-06-30T00:38:10.898-07:002011-06-30T00:38:10.898-07:00Something wrong here. DMD and GM are identical.Something wrong here. DMD and GM are identical.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-63120216118894034072011-06-25T21:48:08.317-07:002011-06-25T21:48:08.317-07:00So, perhaps the mistake is putting too much creden...So, perhaps the mistake is putting too much credence in any one person's interpretation of a situation and its impact on stocks.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-30167898905320035672011-06-25T20:05:08.382-07:002011-06-25T20:05:08.382-07:00Good points. I think you're right on the commo...Good points. I think you're right on the commodity costs boosting the bottom line in the coming quarter. <br />I like SAM to continue grabbing market share. I never used to be a big drinker of SAM beers, but I've been impressed by a number of their newer beers over the past few years.John-Erik Kosloskyhttps://www.blogger.com/profile/00719751432918194199noreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-23097538618314000982011-06-25T20:02:08.765-07:002011-06-25T20:02:08.765-07:00Knowing what's going on in the world helps me ...Knowing what's going on in the world helps me to make investment decisions. And although I sometimes read others' opinions, I ultimately focus on the facts and draw my own conclusions. It's a little scary at first, but I would encourage every investor to try it.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-88023356767691982582011-06-25T15:50:54.278-07:002011-06-25T15:50:54.278-07:00First off, I am going to open a bottle of the Rust...First off, I am going to open a bottle of the Rustic Saison....Ok now I'm ready to reply :) <br /><br />I think SAM sets up beautifully for a nice beat and raise in the next quarter or two. My thesis is fairly simple. For one, the stock and analyst expectations have come down nicely. Secondly, the latest commodity bust should help lower input costs for SAM. Third, the dollar has strengthened (and I believe will continue to) vs the Euro. Since SAM buys hops in Euro and sells beer in USD, dollar strength will help margins. <br /><br />SAM also continues to be extremely shareholder friendly. They have an impeccable balance sheet and continue to buy back their stock. Coupled with a summer tax break derived from lower energy prices I expect Americans to be joining me in drinking some tasty Sam Adams beers!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2707240958978588285.post-22876306230020130802011-06-14T14:47:02.442-07:002011-06-14T14:47:02.442-07:00I guess I saw a comment of yours in a Fool thread,...I guess I saw a comment of yours in a Fool thread, then peeked over here on your blog, and finding that the NYT story confirmed my long-held thoughts about China, went to read the article. Of course, they now want you to pay, which I can't afford. So I searchengined for it and found it pasted into a forum, where some dolt posted something so stupid I just had to rant a lengthy response.<br />Enjoy:<br /> http://forum.channelnewsasia.com/viewtopic.php?p=4418908Chehttp://www.inteldaily.comnoreply@blogger.com