Comments on: End Of Year Portfolio Changes http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/ Tue, 03 Jan 2012 14:45:43 +0000 http://wordpress.org/?v=abc hourly 1 By: Online Stock Trading http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/comment-page-1/#comment-251 Online Stock Trading Wed, 30 Nov -0001 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=380#comment-251 Hi, I just stumbled upo your blog and see Barclays as one of your picks. They've beentaking a hammering of late, do you think this is a good time to be buying more? Vic Hi, I just stumbled upo your blog and see Barclays as one of your picks. They’ve beentaking a hammering of late, do you think this is a good time to be buying more? Vic

]]> By: Asif http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/comment-page-1/#comment-252 Asif Wed, 30 Nov -0001 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=380#comment-252 They have indeed taken quite the hammering of late even as they try to reassure investors that they are going to report a profit. <br /> <br /> <br /> <br /> As you are probably well aware, they decided to take the private capital route and there is value in their asset management division but the simple truth is that no one really knows whats lurks on the balance sheets of these banks and when exactly they are likely to bottom. Even noted banking analyst Dick Bove felt that everything was fine and dandy with Citigroup (C) right before it crashed to the $3 level.<br /> <br /> <br /> <br /> The few survivors of this crisis are going to do very well as we enter the recovery cycle (2010?) and I plan on maintaining my exposure to Barclays for now. A local Northwest bank Umqua Holdings (UMPQ) is another one I am watching closely after having sold my position for a profit <a href="http://www.sinletter.com/blogComment.aspx?id=189">last September</a>. They have indeed taken quite the hammering of late even as they try to reassure investors that they are going to report a profit.

As you are probably well aware, they decided to take the private capital route and there is value in their asset management division but the simple truth is that no one really knows whats lurks on the balance sheets of these banks and when exactly they are likely to bottom. Even noted banking analyst Dick Bove felt that everything was fine and dandy with Citigroup (C) right before it crashed to the $3 level.

The few survivors of this crisis are going to do very well as we enter the recovery cycle (2010?) and I plan on maintaining my exposure to Barclays for now. A local Northwest bank Umqua Holdings (UMPQ) is another one I am watching closely after having sold my position for a profit last September.

]]> By: Vani http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/comment-page-1/#comment-253 Vani Wed, 30 Nov -0001 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=380#comment-253 Your disclosure says you hold umpqa. Is that not so? thx. Your disclosure says you hold umpqa. Is that not so? thx.

]]> By: Asif http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/comment-page-1/#comment-254 Asif Wed, 30 Nov -0001 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=380#comment-254 Vani, Umpqua (UMPQ) is no longer in the SINLetter model portfolio or my personal portfolios. The disclosures under the latest newsletters are current as I update them before sending out the newsletter. Here is the one from the January 2009 newsletter.<br /> <br /> <br /> <br /> <a href="http://www.sinletter.com/archives/SINLetterJanuary2009.aspx#disclaimer">http://www.sinletter.com/archives/SINLetterJanuary2009.aspx#disclaimer</a><br /> <br /> <br /> <br /> I will update the disclosures on the model portfolio page and automate the process so that it is not outdated.  Vani, Umpqua (UMPQ) is no longer in the SINLetter model portfolio or my personal portfolios. The disclosures under the latest newsletters are current as I update them before sending out the newsletter. Here is the one from the January 2009 newsletter.

http://www.sinletter.com/archives/SINLetterJanuary2009.aspx#disclaimer

I will update the disclosures on the model portfolio page and automate the process so that it is not outdated. 

]]> By: stocklady82 http://www.sinletter.com/2008/12/end-of-year-portfolio-changes/comment-page-1/#comment-255 stocklady82 Wed, 30 Nov -0001 00:00:00 +0000 http://www.sinletter.com.php5-6.dfw1-2.websitetestlink.com/?p=380#comment-255 New investor here who just discovered your blog -- wanted to thank you for your excellent post 10 Worst Investor Mistakes. As someone inexperienced, I'm sorting through the many stock tips I'm receiving via email, friends and family and appreciate the easy to understand advice here. New investor here who just discovered your blog — wanted to thank you for your excellent post 10 Worst Investor Mistakes.

As someone inexperienced, I’m sorting through the many stock tips I’m receiving via email, friends and family and appreciate the easy to understand advice here.

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