Investing 102

[GregWeld]

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".