Archive for 'Buy and Hold' Category

5 steps to financial freedom

14 March 2007 by Christopher Suleske

Courtesy of Mark Skousen and InvestmentU, here is Sir John Templeton’s 5-Step Strategy for building wealth with risks, bargains, and tax deferral:
Here is Templeton’s five-step formula for financial independence, based on almost a century of experience.
Strategy # 1: Take Calculated Risks. John Templeton started off by taking significant risks in his business and investments. [...]

Another voice calling out from the wilderness

3 August 2006 by Christopher Suleske

Dave Eberhart has a good interview with U.S. Comptroller General David M. Walker at NewsMax.com. Good, if you consider knowing the truth at all cost – even when that cost is sleeping soundly. Walker warns the U.S. economy is heading speedily toward implosion and the Federal Government, insolvency.
Walker is not saying anything new. [...]

Speculators v. Investors

14 July 2006 by Christopher Suleske

Says Robert Kiyosaki in a recent piece about value investing (in equities and real estate):

Investors who buy a property to sell, often known as flippers, invest primarily for capital gains. This is often taxed at higher rates if they spend their gains instead of reinvesting their money; to me, these people are speculators, not investors.

and…

True [...]

Market Timing v. Value Investing

28 June 2006 by Christopher Suleske

Something I’ve gotten my mind around in the past several years is the idea of an investor having different goals and thus different pots and the strategies for those pots. Harry Browne called it creating a “permanent portfolio” (security) and a “variable portfolio” (speculation). So, an investor can be both a value investor [...]

Sleeping at night

17 June 2006 by Christopher Suleske

Richard Gibbons at the Motley Fool has a couple of great points re: sleeping better through scary economic circumstances. He suggest avoiding these mistakes:
1. Not knowing what you own
The biggest mistake you can make in the stock market is not understanding what you’re buying. The stock market has some similarities to a casino — [...]

Value investing

17 June 2006 by Christopher Suleske

Richard Gibbons at TMF would seem to understand value investing. Here’s his take:
Upside with less risk
This is where value investing comes in. Value investing involves buying stocks that are trading at less than their fair value. This provides two benefits. First, it provides a margin of safety. If a stock is selling for half [...]

Buy and hold?

15 June 2006 by Christopher Suleske

I read this over at the Motley Fool yesterday, in a piece regarding the recent downturn in the broader market:
Anyone who is employed, healthy, and not planning to retire in the next five years should be a net saver (or paying down debt) and not hoping for higher stock prices in the short run. You’re [...]

Buy low, buy lower?

14 June 2006 by Christopher Suleske

We’re talking equities (stocks) here, but this principle can be applied to most transactions. I read this at the Motley Fool today:
Buy low, buy lower
It’s not the perfect mantra. It’s not as catchy as “buy low, sell high.” The problem is that buying low and selling higher is a game scored after the fact. [...]