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#379536 - 08/14/07 02:15 AM Re: PF Newsletter [Re: Oldmoparguy1]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
My portfolio is not in the red, but I'm doing a butcher job on it, that's for sure. It may take a while for the market to sort it all out, but things just look way oversold to me. IMHO. TMA is just not that bad of a company.....

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#379537 - 08/14/07 02:21 AM Re: PF Newsletter [Re: Pablo]
Happy Birthday Oldmoparguy1 Offline


Registered: 01/21/05
Posts: 3654
Loc: Charlotte, NC
I've been moving in to dividend paying stocks since mid June. Right now, About 1/2 of my portfolio returns 8% or better. I can just sit on this krapp and come out ahead at the end of the year. But I still don't like it..
_________________________
In Life, Always Remember: It's Nice To Be Important, However It's A Lot More Important To Be Nice

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#379538 - 08/14/07 02:39 AM Re: PF Newsletter [Re: Oldmoparguy1]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
No one likes it. Eventually the light in the loafers, wimpy hanger on'ers will fall off, the buying will start again. It may take awhile..... PF Advice has been absolutely hammered because they are big into the income stuff. There are bargains, that's all I'm gonna say anymore.

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#379539 - 08/14/07 03:09 PM Re: PF Newsletter [Re: Pablo]
Happy Birthday Oldmoparguy1 Offline


Registered: 01/21/05
Posts: 3654
Loc: Charlotte, NC
Looks like it's going to be another down day....
_________________________
In Life, Always Remember: It's Nice To Be Important, However It's A Lot More Important To Be Nice

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#379540 - 08/14/07 03:21 PM Re: PF Newsletter [Re: Oldmoparguy1]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
Asia hammered. Europe up. Hang in there. This really could be much worse. Watch the insurance group.

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#379541 - 08/14/07 03:30 PM Re: PF Newsletter [Re: Pablo]
Happy Birthday Oldmoparguy1 Offline


Registered: 01/21/05
Posts: 3654
Loc: Charlotte, NC
Cramer is touting TRV...
_________________________
In Life, Always Remember: It's Nice To Be Important, However It's A Lot More Important To Be Nice

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#379542 - 08/14/07 06:14 PM Re: PF Newsletter [Re: Oldmoparguy1]
Happy Birthday Oldmoparguy1 Offline


Registered: 01/21/05
Posts: 3654
Loc: Charlotte, NC
TMA looking better today.
_________________________
In Life, Always Remember: It's Nice To Be Important, However It's A Lot More Important To Be Nice

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#379543 - 08/14/07 06:25 PM Re: PF Newsletter [Re: Oldmoparguy1]
GROUCHO MARX Offline


Registered: 07/24/02
Posts: 11395
Loc: The Sandhills of NewYorkistan
Pablo, even if you're wrong for the next 2 years, you will have killed Primus with predictions.
_________________________
80% of people polled say that their neighbor should take mass transit to work.

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#379544 - 08/14/07 07:33 PM Re: PF Newsletter [Re: GROUCHO MARX]
msparks Offline


Registered: 06/11/02
Posts: 3322
Loc: Clarksville, Tennessee
I wish I would have had some cash in the $7 range for TMA.

I've been a 2 plus year holder of TMA, of coarse I'm down now, but with the long term dividend (maybe a short term hold on that) but I'm optimistic of the long term.

TMA's CEO was just on CNBC. This company only deals with high quality stuff, and the down turn is more to do with liquidity, than with mortgage defaults.

Good stuff, TMA is up over $11 today.
_________________________
2008 Ford F150 SuperCrew
2006 Buell XB12X Ulysses
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#379545 - 08/14/07 08:32 PM Re: PF Newsletter [Re: msparks]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
From my POV this mortgage risk/rate stuff is WAY overhyped and caused undue problems. Problems in areas where there simply were no problems. Some idiots where even claiming MM account values might deviate from $1 NAV.

I got my worst burns in PPR. I’m holding and buying at further dips. I have other stuff that’s down as well but I don’t want to throw cash at them yet. If the markets dive any time in the next week or so, I’m going all in. Then I’ll sit back and pay attention to the important things in life and check my portfolio once a month or so.

TMA was a real deal below $10, TMA at $7.50? Come one, that kind of thing is worth borrowing money to buy more!!!

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#379546 - 08/14/07 11:39 PM ALL IN!!!!!!!!!!!!!!!! [Re: Pablo]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
I just bought ALL IN to a couple more funds. No cash right now. All IN. Maybe I won't post here for awhile, maybe I will. But no worries, mate.

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#379547 - 08/15/07 01:56 AM Re: ALL IN!!!!!!!!!!!!!!!! [Re: Pablo]
GROUCHO MARX Offline


Registered: 07/24/02
Posts: 11395
Loc: The Sandhills of NewYorkistan
Choppy waters.
_________________________
80% of people polled say that their neighbor should take mass transit to work.

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#379548 - 08/15/07 02:55 AM Re: ALL IN!!!!!!!!!!!!!!!! [Re: GROUCHO MARX]
Happy Birthday Oldmoparguy1 Offline


Registered: 01/21/05
Posts: 3654
Loc: Charlotte, NC
Taint over yet. Another 2 weeks, at least. Like Pablo, I'm all in. I've taken a big risk. At the moment I'm 6% in the red. but, with a little luck, I could make a killing.
_________________________
In Life, Always Remember: It's Nice To Be Important, However It's A Lot More Important To Be Nice

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#379549 - 08/15/07 03:44 AM Re: ALL IN!!!!!!!!!!!!!!!! [Re: Oldmoparguy1]
GROUCHO MARX Offline


Registered: 07/24/02
Posts: 11395
Loc: The Sandhills of NewYorkistan
Pablo has given me lot's a great advice that I've paid for. I wish I could share this investment advice but Pablo says it's proprietary even though I've paid him for it.
_________________________
80% of people polled say that their neighbor should take mass transit to work.

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#379550 - 08/15/07 03:59 AM Re: ALL IN!!!!!!!!!!!!!!!! [Re: GROUCHO MARX]
Pablo Offline


Registered: 10/28/02
Posts: 45532
Loc: Duvall WA - Pacific NW USA
Quote:

Pablo has given me lot's a great advice that I've paid for. I wish I could share this investment advice but Pablo says it's proprietary even though I've paid him for it.




I think I just blew my neck out!!!!

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