if we go into a recession or bear market

[PRE]

TIPS are so nice right now.

[stephenNUTS]

Just some quick T/A on ESV Spino1i:

Firts of all...any reason why you would put your WHOLE portfolio at risk in ONE stock?

From a T/A perspective.....I just took a quick look at some charts I am able to post...as MY trading software doesnt allow me to copy and paste links.I already knew it was in the oil drilling biz,but I am not up to date on its current fundamentals.it looks like its trying to TEST holding its recent lows.....but unless it HOLDS this recent test in the $52+ area....it looks like the next stop might/will be the $45 dollar range [img]/images/graemlins/frown.gif[/img]

http://finance.yahoo.com/charts#chart2:s...ource=undefined

However ...the 2 T/A positives ...are that "hanging man" candlestick LOW it made on August 16th that I treat as one of the more reliable candlestick patterns,and it is also currently EXTREMELY oversold on a S/T basis

Also from a PURE contrarian POV..it is also due for some sort of decent bounce...again S/T

http://www.traderslog.com/Hammer.htm

If it holds that LOW...you should be OK at least short term,but I would keep a TIGHT leash on this IMO
The market from the long side ....SUCKS right now.
I hope you havnt been caught in the ole' averaging DOWN mentality....or PLEASE explain your thought process here and maybe I can help you out?

GL,
Stephen [img]/images/graemlins/cool.gif[/img]

Disclaimer: I have currently been short MANY equities...LONG bonds....and also holding a large percentage of CASH on the sidelines at this time.I "think/hope" we are near at least a S/T bottom,and would like to see some sort of capitulation type sell-off before going LONG....as currently EVERY decent rally is being sold into,as we are CONSTANTLY making lower lows each day.
With market sentiment/bearishness at bigtime LOWS,as well as extreme PUT buying/short postions still being opened NOW..... a violent parabolic Santa Clause year end rally would not surprise me one bit either....esp for the various/obviously standard market manager related issues

[xxThe_Lebowskixx]

dcifer where do you have your money right now?

[muxplust]

fslr fslr fslr allllll in

[ArturiusX]

Also, an important distinction that no ones made, a recession and a bear market are 2 completely different things.

[stephenNUTS]

[ QUOTE ]
Also, an important distinction that no ones made, a recession and a bear market are 2 completely different thin

[/ QUOTE ]

Great point Art!

[Foghatlive]

[ QUOTE ]
Also, an important distinction that no ones made, a recession and a bear market are 2 completely different things.

[/ QUOTE ]

Beat me to the punch.

Although I'll add, that stocks often do quite well during recession, IMO, because specialist can use a recession to move up prices without taking major hits to their inventories.

[stephenNUTS]

[ QUOTE ]
[ QUOTE ]
Also, an important distinction that no ones made, a recession and a bear market are 2 completely different things.

[/ QUOTE ]

Beat me to the punch.

Although I'll add, that stocks often do quite well during recession, IMO, because specialist can use a recession to move up prices without taking major hits to their inventories.

[/ QUOTE ]

Huh? [img]/images/graemlins/confused.gif[/img]

I dont understand?

Stephen

[Tom Emanski]

I did some work on this name (fslr) over the summer...how the hell did it breakout over 200? I haven't checked on it awhile. Couldn't have just been a simple top/bottom line beat in Q3 right?

[gull]

[ QUOTE ]
TIPS are so nice right now.

[/ QUOTE ]

Actually, the TIPS yields are quite low now.


If you guys want exposure to TIPS, CCFs, or REITs, here is what I would recommend:

TIPS: IPE

CCFs: PCRIX (this may not be available to you, my next choice would be DBC)

Domestic REITs: VNQ

Foreign REITs: WPS

Typically, these aren't very tax efficient and should be held in tax-advantaged accounts. The only exception is foreign REITs. The reason is that if you put it in an IRA to try and save on taxes, you actually lose the foreign tax credit.