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Post by frankq on Mar 12, 2011 12:34:25 GMT -5
Ok. The events in Japan over the last 24 hours is a game changer. The question is: How are we deploying/re-deploying money?
1) Given the situation at Japan's nukes, forget about any new nuclear construction for a LONG time. With aging plants, how do we generate the power?
2) Japan's oil refining capability has been hit hard. For how long? How much more fuel will they import?
3) It looks like the materials/commodity demand equation just changed overnight.
4) A lot of Yen will stay in Japan now as the country will need to spend to rebuild/recover.
5) With the inaction of the U.N and NATO, the result is looking like the post Khadaffi world of Libya will actually be Khadaffi - the sequel (Jackass 2).
So lets hear it. What are we looking to buy/sell next week?
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texasredneck
Established Member
Joined: Dec 22, 2010 15:24:32 GMT -5
Posts: 422
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Post by texasredneck on Mar 12, 2011 13:17:27 GMT -5
Nothing. Will stay in cash.
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Post by frankq on Mar 12, 2011 13:35:59 GMT -5
Nothing. What I do investing is not driven by news or media events, even horrific, tragic events like the losses and property damage in Japan. I will continue with my normal investments by holding on. Nothing wrong with this plan. I pulled profits out of about half of my holdings on the 4th. The plan was to re-buy most of what I had at a discount. I still plan on doing some of that, but I'm looking for some fresh opportunity too. Some aspects of the events of the last day are temporary. Some much longer term. For me, a little rebalance is in order. |
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Post by frankq on Mar 12, 2011 13:36:24 GMT -5
This message has been deleted. Duplicate.
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Post by frankq on Mar 12, 2011 13:37:33 GMT -5
Nothing. Will stay in cash. You've got to do what's best for you. |
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Post by frankq on Mar 12, 2011 20:57:58 GMT -5
wxyz,
I think we're running dowm similar paths.
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kman
Initiate Member
Joined: Oct 8, 2011 20:43:42 GMT -5
Posts: 83
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Post by kman on Mar 12, 2011 21:19:26 GMT -5
FTI has been at conferences the last couple of days. Everything he has been saying is still....a big GO! Why does he go to these events?  ? To find out what we don't know. I hate guessing with my money. |
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Aman A.K.A. Ahamburger
Senior Associate
Viva La Revolucion!
Joined: Dec 20, 2010 22:22:04 GMT -5
Posts: 12,758
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Post by Aman A.K.A. Ahamburger on Mar 12, 2011 23:12:51 GMT -5
He is a good man that FTI. What wxyz is saying in reply #1 is a great way to play it . I doubt this is going to put China and India's Nuclear plans on hold. Some nuclear stocks were up , there could be a good buying opportunity there in the next little while.
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tyfighter3
Well-Known Member
Joined: Dec 20, 2010 13:01:17 GMT -5
Posts: 1,806
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Post by tyfighter3 on Mar 12, 2011 23:40:02 GMT -5
Nuclear is fine if we DON'T put them on a Fault line.
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Aman A.K.A. Ahamburger
Senior Associate
Viva La Revolucion!
Joined: Dec 20, 2010 22:22:04 GMT -5
Posts: 12,758
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Post by Aman A.K.A. Ahamburger on Mar 12, 2011 23:44:55 GMT -5
Seems like a logical point to me.
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Deleted
Joined: Nov 22, 2024 10:21:48 GMT -5
Posts: 0
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Post by Deleted on Mar 13, 2011 0:42:50 GMT -5
I am a boglehead, so I will stay invested int low costs indexed mutual funds.
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Post by frankq on Mar 13, 2011 7:43:04 GMT -5
He is a good man that FTI. What wxyz is saying in reply #1 is a great way to play it . I doubt this is going to put China and India's Nuclear plans on hold. Some nuclear stocks were up , there could be a good buying opportunity there in the next little while. You're right about them, but here.....forget about it for another decade. |
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Post by frankq on Mar 13, 2011 7:43:49 GMT -5
FTI has been at conferences the last couple of days. Everything he has been saying is still....a big GO! Why does he go to these events? ? To find out what we don't know. I hate guessing with my money. Agreed. |
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Post by pauletteg on Mar 14, 2011 11:40:38 GMT -5
What free websites have an up-to-date list of countries with trade surpluses? This week I intend to read up on foreign exchange and allocate some extra $ to other currencies.
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dumdeedoe
Familiar Member
Joined: Jan 3, 2011 7:22:04 GMT -5
Posts: 755
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Post by dumdeedoe on Mar 14, 2011 21:53:16 GMT -5
Last week before the ME went haywire I decided to cash in my gains and transfer 75% of my portfolio into pimco bond funds and leave 25% into equities(mainly my dividend stocks) In 4-6 months I will reallocate back into stocks if and only if oil goes below 100 a barrel. This may not be very smart, and I may lose some cash. but for me right now a 10-15% loss is worse than a 10-15% gain...
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Driftr
Senior Member
Joined: Mar 10, 2011 13:08:15 GMT -5
Posts: 3,478
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Post by Driftr on Mar 15, 2011 8:32:32 GMT -5
I'm just going to keep accumulating dividend cash and wait for May to put it in play.
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Post by mikec on Mar 15, 2011 10:27:32 GMT -5
I have my plan in place and will make NO knee jerk reactions due to news of any kind...
I invest every week in my 401K on the way up, on the way down, at the bottom, at the top...
The dips are what make me the most money..... Up all the time yields less share than ups and downs,,,,,,, DCA 101...
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Post by frankq on Mar 15, 2011 13:53:58 GMT -5
As for all those that invested in gold over the past year as a hedge against some disaster. Is it performing the way you thought it would? Dont think so. LOL!!! Oh, I wish Mid was here!!! |
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Post by frankq on Mar 15, 2011 13:58:28 GMT -5
I bought some CHKM for long term. I'll take the 5+% div. Still waiting to pull the trigger on my fund money that I pulled out on the 4th. I'm a pretty happy camper!
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Small Biz Owner
Familiar Member
Joined: Dec 26, 2010 8:43:06 GMT -5
Posts: 607
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Post by Small Biz Owner on Mar 16, 2011 4:57:32 GMT -5
I think Japan and other nations will use a lot more fossil fuels, especially if the nuclear situation gets worse. Looks like it is getting worse daily.
According to the news this morning GE has been put on notice that several of its proposed new nuclear plants have been put on hold by potential buyers. Apparent fallout from the Japan nuclear problems.
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Post by frankq on Mar 16, 2011 16:20:25 GMT -5
I think Japan and other nations will use a lot more fossil fuels, especially if the nuclear situation gets worse. Looks like it is getting worse daily. According to the news this morning GE has been put on notice that several of its proposed new nuclear plants have been put on hold by potential buyers. Apparent fallout from the Japan nuclear problems. That was to be expected. The phones at the fitters' hall is ringing off of the hook with members wondering what the status of nuke work is going to be. Nuke construction just went to the back burner for a few years. Refits will pick up. |
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blackcard
Familiar Member
As of April 2013 Mortgage is paid in full :) NO debt of any kind.
Joined: Dec 23, 2010 22:06:57 GMT -5
Posts: 660
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Post by blackcard on Mar 16, 2011 18:58:03 GMT -5
We are going to get one of those rent houses, as soon as our primary home is paid for. Still in countdown mode on that. Maybe a few 10% and higher dividend stocks would help us balance out the low yield CD's?
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bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
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Post by bimetalaupt on Mar 16, 2011 20:02:53 GMT -5
Nothing. Will stay in cash. Same here except for the rent house we are buying. Next Week.... Rebalance to increase risk.. as the market decreased my risk assets.. IE Asset atr risk were decreased by 3%... |
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bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
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Post by bimetalaupt on Mar 16, 2011 20:03:17 GMT -5
Nothing. Will stay in cash. Same here except for the rent house we are buying. Next Week.... Rebalance to increase risk.. as the market decreased my risk assets.. IE Asset atr risk were decreased by 3%... |
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bimetalaupt
Senior Member
Joined: Oct 9, 2011 20:29:23 GMT -5
Posts: 2,325
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Post by bimetalaupt on Mar 16, 2011 20:20:26 GMT -5
Nothing. Will stay in cash. Same here except for the rent house we are buying. Next Week.... Rebalance to increase risk.. as the market decreased my risk assets.. IE Asset atr risk were decreased by 3%... |
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Post by frankq on Mar 17, 2011 14:04:28 GMT -5
I might be a little early, but I'm rebalanced and back in as of 3:30 p.m.
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Post by sangria on Mar 17, 2011 14:09:27 GMT -5
wxyz: I've been with Schwab for years, very happy with them.  Look out, Mid just showed up. Does a gold suit block radiation?  |
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kman
Initiate Member
Joined: Oct 8, 2011 20:43:42 GMT -5
Posts: 83
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Post by kman on Mar 17, 2011 14:46:27 GMT -5
Post of the day!!
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Post by sangria on Mar 17, 2011 14:51:45 GMT -5
Thanks kman. I forgot: for investing next week - - - - - -  |
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kman
Initiate Member
Joined: Oct 8, 2011 20:43:42 GMT -5
Posts: 83
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Post by kman on Mar 17, 2011 14:56:40 GMT -5
No home complete without!
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? To find out what we don't know.
