Iamsohappy.IhavebeenwaitingforXLforsometime,IamgladIammorepatientnow.Thisisabigrelief,nowIcansitbackandrelax,onlythingtoworryisthatifIshouldaddmore.Feelsgood.[
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IstartedanewthreadsothatIcancopyittomyblog.
Ireadthearticleyouprovided(http://bbs.creaders.net/stock/bbsviewer.php?trd_id=320034).Itisagoodread,thankyou.
Ithinkthemainpointofthearticleistogetoutoftreasuries,whichIagree.Iunderstandthereisariskinmunibondssincelocalgovernment\'sincomeisshrinking.Thequestionishowsevereistheriskandistheriskdiscountedmorethanenoughbycurrentlowpriceofmbi?
The...[
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Belowaresomehighlightsof2008:
1.GotoutofChinesestockmarketnearthepeak,theonlyregretisnotshortinganyrelatedChinesestocks."Marketcanstayirrationallongerthanyoucanremainsolvent",Iamscaredofshorting,longismucheasierpsychologically,IcanholdlongpostionsforyearsifIhaveto.
2.AlmostcompletelyoutofenergynearthepeakaroundJunewhencrudepricewasaround130-140.Gotbackintohighdividendoilgasstoc...[
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cool,aplup25%sofarfrommybuy.Justremembertotakeprofitwhenitistime.Ifailedthatinmid2008.
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buysrecently,whichisagoodsign,especiallyconsideringitsbigfallfrom19to4injust2,3months.Ijustboughtmoretodayat4.11.[
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oilgasstock.UnfortunatenewsisthatImissedline,itjumpedabout20%higherMondayafteraBarronarticlesaiditsdividendissafeonSunday.Themarketisfunny,everybodykindofknowline\'sdividendissafebecauseofhedgeprogramithasforthenextcoupleofyears,butpeopleprefertowait,waitandwaituntillastminute.
Iendupboughtaplat5.32,a76.2%dividendrate,ahdat3.78(56%).apl,ahdandatnarerelated.Accordingtothearticlebelow,apl\'sprob...[
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sweet!Ishouldhavechangedallmyabkintoakf.letsseehowlongthisbondwillsurvive.[
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afterIgotoutofagoat12.08and13.18here:
http://web.wenxuecity.com/BBSView.php?SubID=tzlc&MsgID=133746
agoisagoodbusiness,theyarenotinrecession,theirbusinessisgrowing.Imadesomemoneyonago,readytogetbackinwhenanotherpanichits.Iamguiltyoftryingtotimethemarket,butitishardnottointhisviolentmarket,especiallyformylittlemoney.
Iwaswaitingforanotherpanic,butitdidnotcome,Iamrunningoutofmypatience.a...[
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payingoilgasstocks.Ithasbeenquitesometime(morethanaweek?)thatgaspriceonstreetdidnotdrop.pwe,erfandaav\'smonthlyex-distributionforDecemberiscomingup.atn,linearealsogood.[
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anotherinsurancecompany,theonlysinofthisoneislossofinvestmentportfolio.Anyway,doyourownDD.Bookvalueover20.[
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