granger

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231 Comments

    • Fri Jul 4th 07:55 AM | Rating: 0 0
      Commented on:
      AuthenTec: A Good Company at a Cheap Price
      I been following this company aggressively since your first mention of AUTH. I generally do not follow small growth companies, but the firm has my undivided attention. I think the potential is staggering for their technology, vitually limitless applications.

      I doubled my position in the last few days. No one will see my shares for many years to come. I am definitely a long term holder. I still only have about 60% of my intended position on.

      Thanks for your updates and hard work. It is appreciated.
      View article »
    • Thu Jul 3rd 09:23 AM | Rating: 0 0
      Commented on:
      Is Tractor Supply Co. Finally Cheap Enough
      I agree 100%. I have been a lng term holder. Recently, under 30, I have aggressively expanded my holding. I am rarely aggressive, but when I see value, especially in what I view as a solid growth story, I go after it.

      I am a long term holder. See you all in 10 years much higher. I am keeping all of my shares.

      Just my opinion.
      View article »
    • Wed Jul 2nd 12:20 PM | Rating: 0 0
      Commented on:
      Alpine Global Dynamic: High Yield Fund at a Discount
      I have been holding the AOD. I recently began accumulating agressively. I like that fact that the yield is generaged by good old fashion hard work and not leverage.
      View article »
    • Mon Jun 16th 13:08 PM | Rating: 0 0
      Commented on:
      Risk-Based Asset Allocation: Worth the Effort
      Good stuff, thank you. I have never considered rebalancing in this manner. Gave me a lot to think about.
      View article »
    • Sat May 31st 07:28 AM | Rating: 0 0
      Commented on:
      Six Ways to Trade Foreign Currencies
      Nice article. Discloure I own the DBV and recently added small amounts of CYB and BZF. I also hold numerous foreign bonds, specifically from Sweden and Switzerland. Thanks for the summary.

      I am definitely interested in this areas. I currently target about 15% of my portfolio to currencies.

      What allocation have others used? overall cuureency thoughts and strategies?
      View article »
    • Mon May 26th 11:41 AM | Rating: 0 0
      Commented on:
      Credit Crisis Indicators
      Anyone have any other of ideas of how to monitor credit stress in the system?
      View article »
    • Mon May 19th 04:57 AM | Rating: 0 0
      Commented on:
      16 High-Quality Dividend Stocks
      List does not come through very clear, even when blown up.
      View article »
    • Fri May 16th 12:37 PM | Rating: 0 0
      Commented on:
      Portfolio Review: Diversification and Asset Allocation
      My favorite topic as well. Thanks
      View article »
    • Fri May 16th 03:36 AM | Rating: 0 0
      Commented on:
      WisdomTree and Dreyfus Team Up to Launch Currency ETFs
      I hope they are able to expand the scurrency coverages. Norway would be a great start. I would love to see them rollout worldwide.

      Has anyone seen backtesting info. I will need to visit the Wisdomtree site again, I may have missed it. I have not looked again since issuance.
      View article »
    • Fri May 16th 03:33 AM | Rating: 0 0
      Commented on:
      New Currency ETFs - Give Them Some Time
      I am watching intently. This is an exciting asset class for diversification. Like the author, I am watching the China and Brazil currency funds.
      View article »
    • Fri May 9th 11:22 AM | Rating: 0 0
      Commented on:
      The Humble Arithmetic of Portfolio Management
      Great article, thank you! I thoroughly enjoyed it. I forwarded to several friend, colleagues and clients.

      I follow an extreme diversification approach. Then I throw on top, what I call dynamic rebalancing.

      I have an overall guiding asset allocation model for my portfolios. I then use %risk position sizing for each holding in a class. Then I employ a simple dynamic harvesting/rebalancing strategy. When a holding rallies 25% above its given allocation, I look to take profits. When an allocation falls 25% below its given allocation, I look to add.
      View article »
    • Thu May 8th 02:56 AM | Rating: 0 0
      Commented on:
      Why I Am Adding PGF and AGD to My Portfolio
      Thanks for the PGF idea. Disclosure: I own AOD.
      View article »
    • Fri May 2nd 06:16 AM | Rating: 0 0
      Commented on:
      Defining Alternative Asset Classes
      Here is my asset allocation model:
      Diversifed Income 30%
      Equities 30% (20 Domestic, 10% Foreign)
      Hard Assets 15%
      Alterntive/Real Return/Hedging 10%
      Cash/T-bills/TIPs 5%
      Speculative 5%
      Special Opportunites 5% or held as cash

      I then position size everything using %risk
      View article »
    • Thu May 1st 13:44 PM | Rating: 0 0
      Commented on:
      Defining Alternative Asset Classes
      I find this topic extremely interesting and useful. I propose a sharing of ideas or listing of symbols. Together we are stronger than alone. I will start:

      In my portfolio:

      ARBFX - exposure to arbitarge opportunities

      ALD & ACAS - Business development companies
      (I also watch PSEC & GLAD)

      DBV - currency exposure
      (I am going to research the new Widsometree currency funds and potentially add China and India)

      EFR & FCO: Floating rate funds
      (I also sprinkle in PSAFX)

      IGR: International Real Estate
      (I have been watching the Wisdomtree one as well)

      IRR & GGN: Gold & Natural resource exposure

      MIC & MFD: Infrastructure & international utilities

      PCL: exposure to lumber & land
      (have been watching CUT)

      RJI - overall commodity exposure

      RYMZX - futures

      The I have another category, I term excellence, or great, unique management, exaples: BRK -B, LUK, MKL, LTR, TAVFX, etc.

      Well that is a start. Hopefully, I spurred some thought. Please sure your thoughts,ideas or links. Lets build a list of alternative assets.








      View article »
    • Tue Apr 22nd 14:10 PM | Rating: 0 0
      Commented on:
      Calamos Convertible Opportunities CEF: Down but Not Out
      I have been a holder of another of their funds, CHY. I added aggressively last August and plan to hold long term. I have been very happy with Calamos over the years. They do a good job in most areas of their business. just my opinion.
      View article »
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