Often times you hear me say ---- is there a fundamental change in the business...




This is the kind of FUNDAMENTAL changes we're looking out for... something that is going to affect your shares long term. Shopping habits are fundamental changes... Remember that you're not only looking for the "bad"... you're also trying to look ahead and see what might benefit.



http://www.usatoday.com/story/money/...abits/5085679/



Sorry -- after I hit post -- I thought of something else. Try to see ahead and WHO might benefit from the changes. I see something here that says "pay attention".... If on line shopping is going to continue on an upswing --- do I need to pick the company that will do the selling? Maybe if ALL on line shopping is growing -- maybe the shippers might be the general beneficiaries -- so think UPS and FED EX..... Think about fundamentals and all the surrounding beneficiaries.

IF we are going to continue to find oil here at home.... We'll need pipes or transportation to get it from the fields to the refiner. I'm not saying I'm investing in that (already own KMP).... I'm just saying to be aware of the broader picture. So here's another broad picture.... if homes are selling -- do you look at the home builders or do you look at the people providing the financing? Again - just "how to think".

Is there a great site that post dividend payouts of stocks.

http://dripinvesting.org/tools/tools.asp

Right there in the middle is the US Dividend Champions. Fun list to read through.

Cool. Thanks. Interesting.

IMHO -- The market is working just as it should... The USA is NOT ready for higher interest rates... they will kill housing - they will kill autos - and the new taxes that the current Obamanites voted in (Obamacare) will suck too much money out of the economy.

Rates needed to just hold steady - and they need to hold steady for a year plus from now.

Here's the good news -- if you're in DIVIDEND paying stocks - and you're in great names -- then you're going to get paid every quarter regardless of what the market is doing "today" or "this week".


It's snowing hard in Sun Valley... think I'll go skiing. My checks keep coming...

So, guess who just opened up a Merrill Edge IRA account and Roth IRA account and funded them... :D

Merrill Edge is the discount arm of Merrill Lynch and have everything available to them that is available through ML...only the accounts are completely self directed with $6.95 trades.

10 minutes total to get them opened up and funded...now just have to do some final homework and devise my plan...

Good job!

WE are going to see an increasing sell off -- because this market has more LEVERAGE and Margin accounts (they're at historically high levels) and there will be margin calls.... When that happens - the selloff become steep and swift.

We need it - and it should happen.

It busts me up that the TV talking heads can toss out the big numbers and are all about "wow -- 300 point selloff".... do the math -- that's a whopping 1.9ish %... We need a 500 point down day. That will take out a lot of the margin accounts - which would be a good thing. If you're stupid enough to be buying stocks on margin - then I'm happy to see you getting killed in the market.

I like to see a sell off at the close of the market.... that means people have gotten margin calls and they can't come in with new money to cover by the end of the trading day -- and the brokerages take over and just sell indiscriminately.

We need this to take place.

Not tomorrow --- wait.... we have more downside to go. Don't be in a big hurry here.