Monthly Archives: April 2012

Geeeet Ouuut

Did you ever see the episode of the Simpsons where the house dislikes the family so much it starts to say “geeet ouuut”. This is a spin off of the movie Amityville Horror. Correction, thats a spin off of the current market.
I am going to eat my own words, and advise you to get out. I lost a good hunk of change but is better than loosing it all. The fear-mongers were off on the timing but not on the concept. If you still want to stay in the game I suggest investing in Asia. Some growth can still be had there as the majority of the population lives in poverty but the government has a good amount of capital. Also Africa has a growing demand for goods and room to expand. All of a sudden we are interested in the human rights of the people of Africa because we realize if they are starving we can make private profit on farm goods through governmental food relief but we can also bring up the standard of living and sell luxuries. The money is made in the growth segment. Japan which is experiencing stagnation in almost every facet is not profitable. Focus on the BRIC nations but I would add Africa to that and take out Russia, and India. Basically stay as far away from Europe as possible.
There are a large number of Chinese stocks under $2 dollars that can make a good return. The small rebound in the market today depicted that some money can be made, but not in Europe or America. Unfortunately I did not have any Chinese stock in my possession, but after selling at a loss I expect to rebound by acquiring some Chinese stocks. I have yet to find an African stock, but I will find it, and there I will also find profit.
Its the basic premise that what goes up must come down. We have reached a pinnacle of sorts on the level of Japan. All the roads are done, all the sewers, all the water, how many municipal busy-work jobs can the nation afford. Also how can businesses afford to pay/keep people at living wages, when buying a $30k every few years is considered just getting by. In developing nations, there is greater profit margin and thats the bottom line.
I’m a patriot. When I make a profit investing in China, I will spend it locally. Its a little more complicated but I wanted to end on a positive note.

Advertisements

Drinking the Kool-Aid

You may be surprised but I would like you to know that I actually have a conscience, morals even.
If you have been alive the past few days(no offence to the life impaired) you have been hearing about a shooting of a young man in Florida by another man. This occurrence has been bigger in my opinion than the Oscars, the Emmys, and the Superbowl. Don’t hold me to that proclamation until I produce some screenshots from Google Trends.
Since the republican political campaigns have began a lot of extra fear mongering has been swirling around the collective American conscience. Expectedly gun sales have multiplied their shares exponentially. If I was a gambling man, and I am I would have taken…maybe 80% of my life savings and bought gun related shares. I would have made pay-dirt. Unfortunately for me, I have this little ringing in my ear, I hears its called conscience. I don’t think dead people are sexy no matter what Ozzie or Marylyn say. Can’t seen to stop the ringing in my ear.
Anyways let me get back to my portfolio of advertising, financials and home builders(Chinese). Last week the whole thing fell apart. I lost approximately 7% of my portfolio’s value during the course of last week. Thanks to my Chinese home builder stocks, this week that was cut down to approximately 5%. It is said freedom requires constant vigilance but I say profit requires constant portfolio surveillance. There was a 4 hour window today where one of my stock IOT rose by about 20 cents, then fell about 30. Fortunately, I cashed out within that window on both Chinese homebuilder stocks. My domestic advertising company stocks didn’t do so well so I will hold until the Spring shopping season begins, so probably within the next 2 weeks. Advertising is a constant in business, matter of fact it is the driving force behind the internet aside from pornography. I am down 5% but I have confidence advertising will follow its sinosodial/seasonal behavior.
Now for some dangerous indulgence, I still want to acquire Fuel Cell Energy and Truvia stocks. I’m into technology but most conventional tech stocks. I explained the two companies in my last post. Trust me its tre-cool.
Before I go. I saw an article on Bloomberg today stating that construction shrunk. This is a perfect opportunity to buy construction/home improvement stock. The summer will be here and the government has just allowed the banks to rent all those foreclosed properties. Before you can rent a property it must satisfy certain safety conditions….. you see where I’m going here.
Still make sure to do your research. All the stocks I acquired last week were at the lowest of what I hope to be a seasonal inflection point. All less than $2, with the best performing being closes to $1.
That’s it for now.