tag:blogger.com,1999:blog-2149523431587168680.post1773944862843863979..comments2024-01-16T00:12:23.220-05:00Comments on Oddball Stocks: Bull market thinkingNate Tobikhttp://www.blogger.com/profile/05660387777171986124noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-2149523431587168680.post-23309616440801302432014-09-01T05:26:22.040-04:002014-09-01T05:26:22.040-04:00i concur with what anonymous before has said. Just...i concur with what anonymous before has said. Just buying good companies with moats (Visa, Colgate, Coca-cola) and using a little bit of leverage through Interactive Brokers at 1% is an easy way to destroy the market :)Anonymoushttps://www.blogger.com/profile/14854727842592431900noreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-36829801757582181382014-08-05T00:03:01.873-04:002014-08-05T00:03:01.873-04:00Nate,
Why don't publish a few articles and ed...Nate,<br /><br />Why don't publish a few articles and educate your readers on which constituents of the balance sheet make or break the business? It could be a balance sheet walk-through of a few current businesses.<br /><br />Thanks!Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-87449311692458031282014-08-04T13:29:33.972-04:002014-08-04T13:29:33.972-04:00Do you have specific values of balance sheet ratio...Do you have specific values of balance sheet ratios such as the current ratio, debt to equity, etc. in mind when you analyze the strength of a balance sheet? Or do you just look for a sizeable moat without any absolute cutoffs? Thank you for the insightful post.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-49096959475299299652014-08-02T21:40:45.564-04:002014-08-02T21:40:45.564-04:00I have done well with several strategies. One is h...I have done well with several strategies. One is holding good companies forever. That has worked well with Gilead Pharmaceutical (GILD), the midstream MLP's that raise their dividends quarterly (MMP< EPD, WES), and buying what I know. Colgate is an example. One can also use, and I love this strategy-buying leveraged ETN's on margin, expecially the MLP's. In theory, one can goose the yield beyond 20%. I also like the idea of using Interactive Brokers with its 1% margin. If I buy a decent yielding firm of 10% or so, on margin, and pay 1% margin rates, that can lead to tremendous long term gains, depending on the asset. I just don't care for classic portfolio theory, because that is simply a way to disguise ignorance in investing. One can beat the market with leverage and low margin rates, and do so consistently. If one holds long term dividend payers, such as Colgate, over time, the shares will reinvest at various high and low prices, leading to compounding gains over time. I use Bigcharts.com to find the best industries, the best performers with the best growth within those industries over time, and go from there. That is a simplistic approach, but in any market, there is always an investment.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-34216567490601797842014-08-02T09:27:18.383-04:002014-08-02T09:27:18.383-04:00Another great article. Thank you.Another great article. Thank you.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2149523431587168680.post-55503566868086082042014-08-01T17:23:48.351-04:002014-08-01T17:23:48.351-04:00Up 80%, down 65% and then 25% compounds for me @ 2...Up 80%, down 65% and then 25% compounds for me @ 21.5% down?Anonymousnoreply@blogger.com