MORE RECOMMENDATIONS ON MY NEW ENERGY SAVERS THEME On Friday, June 13 th , I began a new investment theme, what I called the Energy Savings (Savers) Theme . Essentially a new theme is when some macro force is seen as boosting a whole group of companies, not just one hot company with a new product. And...
WHERE YOU SHOULD STAND TODAY. The Ideal Portfolio (another Schwartz View ). Yep, let me offer up one man’s view of what the ideal portfolio should be today and why: · Very minimal exposure to the stock market! This major, modern day margin call on institutional investors is causing havoc...
PORTFOLIO STRATEGY: Monday, March10th, 2008 One Schwartz Rule that I’ve developed from my INVALUABLE day-trading experience of a couple years back is to SELL EARLY! , which led to the corollary rule to BUY EARLY! which has now morphed into the all purpose Schwartz Rule : MOVE EARLY! Following this rule...