Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : John Pitera's Market Laboratory -- Ignore unavailable to you. Want to Upgrade?

To: Hawkmoon who wrote (12313)	4/15/2009 2:57:04 PM
From: Stoctrash	1 Recommendation Respond to of 33421

...and don't trust anyone who wears a tie!!!

To: Hawkmoon who wrote (12313)	4/15/2009 2:57:12 PM
From: Cogito Ergo Sum	Read Replies (2) \| Respond to of 33421

Power generation, Various infrastructure plays.. -one is engineering -just took profits on an engineering company with lower yield -one is for highway infrastructure -mass transit buses with a solid backlog -busing of students (service) -linen supply (hospitals etc ... boring) -on is gas station / convenience stores (thinking on that one) -government backed REIT -junk bond fund -just bought some energy trust today -personel/pension consultant -healthcare (labs mostly in Ontario where the gov foots the bill) -lower end homes and apartment rental mostly in Maritimes (East cost Canada) Like a REIT but a common stock with high yield. -pipeline -just bought some gassy royalty trust. -Connacher (oilsands) debentures so I guess that falls into the debt on a declining asset.. No one position is huge % except Cash .... which is why I'm keen on he inflation/deflation argument.. Best realistic scenario... we stop dropping and both sides keep tugging at each other for years and years and years........ etc etc etc.. Always subject to review.. back of napkin total yield is north 10% on investments. Life is a bet.. TBS EDIT: Rome did not fall in a day.