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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (43786)	8/8/2011 3:51:43 PM
From: Jurgis Bekepuris	Read Replies (1) \| Respond to of 78748

This is as bad as I have ever seen. You weren't around in 2009? j/k :)

To: Spekulatius who wrote (43786)	8/8/2011 5:57:44 PM
From: Grommit	Respond to of 78748

> "This is as bad as I have ever seen. Cash is approx. 19%" For a one day loss, maybe, but getting whupped day after day after day in late 2008 thru early 2009 was much worse. The past week is just short term panic, and nobody can call the short term. The long term issues are still here and that is the worry (slow grow economy, high unemployment, uncontrolled health care spending, lack of reasonable tax increases, and add global warming. population and water issues to that for some real doom & gloom.) That causes me to keep in hunker down mode, with 50% pref stocks (up from 45% recently). My dividends are not going away. Reit dividends dropped in 2009 due to shut off of property development income, and the freeze up of capital markets also caused more conservative payment of dividends. But I think select REIT divs are safe now. You may be right with 19% cash, but the key isn't the percentage, its the $ amount. And I think that the $ amount of cash reserves that you should have, depends on how secure your alt sources of income are, and how much canned food that you have under your house. ;o) But if you are trying to time the market, your cash level could be anything. cash 2.3% pref stocks 50.1% Utilities 10.6% reits 29.7% 0ther stocks 7.2% 100.0%

To: Spekulatius who wrote (43786)	8/10/2011 4:47:39 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78748

More BRK.b for me as it falls. I'll try a very little of STT now as competitor BK and bank stocks continue to fall today. (I still have my few BK shares.) finance.yahoo.com