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Tax Loss Sell, and Buy Long


With central banks taking deflation risks off the table for equities, and a retest, then buying is in order, particularly overseas.


Stirling Newberry October 17, 2008 - 12:31pm
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( categories: Miscellany )

Did just that last night

Converted my short funds last night into big yield/low PE and ridiculous low PE/fair yield investments last night.

Also 30% into China, India, and Brazil etfs. Don't necessarily like the numbers there, but they have been beaten down as bad as we have and I feel they'll recover sooner. Sort of feel that I'm buying into hype, well, especially with India, but doing it all the same.

Why I have a soft spot for the overseas market hype vs., say, Green Energy hype, I don't know. I think it is too early for both, but here I am with B*IC etfs all the same.

dot_txt October 17, 2008 - 4:02pm
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the green bubble...

Its probably too late to get on the "green" investment wave...

All of the best companies are privately funded, and they are not likely to have an IPO. Google is buying solar companies left and right, just so they can have EXCLUSIVE rights to purchase their products. Although there is probably some value in wind / algae biofuel companies.

Personally, I think the solar leasing market will be hot. People don't want to purchase solar panels, they want to lease them and pay a yearly fee.

--
http://bexhuff.com
Of COURSE you can trust the US Government! Just ask the Indians.

bex October 17, 2008 - 6:10pm
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Telehealth

I think one of the next "big" technologies is going to be remote healthcare. From one of my trade rags:

It should come as no surprise that nearly half the U.S. population suffers from at least one chronic disease.

A more startling statistic: The cost of treating these patients accounts for more than 75 percent of the nation's $2 trillion medical bill, according to a 2005 report from the U.S. Centers for Disease Control and Prevention (CDC).

Many of these dollars are spent on high-tech treatments and surgeries. But billons pay for less dramatic but far more numerous events, such as routine doctor visits, lab tests and other monitoring procedures.

Petronius October 17, 2008 - 11:35pm
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Canadian banks

Reported to be some of the strongest in the world, and the financial sector is a little down at the moment. And the Canadian economy is healty with exports.

Synoia October 17, 2008 - 10:54pm
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thank you, Stirling :-)

thank you, Stirling :-)

bscanlon October 19, 2008 - 6:21am
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