RodSpeed, do you think major inflation is imminent globally?
Quality_is_job_one
then bonds will be useless. What is worth buying? Metals and
commodities? I am thinking real estate will sell off and sell off
drastically in the upcoming years. The question is, how do you get a
good cash flow from real estate? At this point, I am thinking the
global mantra will be all about cash flow and making payments on time
and keeping creditors from taking away assets for pennies on the
dollars. Thing is, I swear I think we have over capacity here in the
USA. Anything we want or need is obtainable rather easily if you think
about it. Whether you can hold on to it or find some one willing to
pay you more money for what you bought, well that is another question.
Just A User
I HOPE you are not seeking serious financial advise from someone in a
usenet news group. And if you do take advise from someone, I hope that
it is backed up by a professional opinion and not just based on what
R.S. recommends.
clams casino
but Rod Speed is the ultimate reverse advisor. He's most always on the
wrong side of every issue (98.73%).
Rod Speed
unless you have a very unusual definition of major.
Quality_is_job_one <kwo...@hotmail.com> wrote:
> Trying to determine what is best to invest in. If inflation rampages,
That isnt going to happen.
> then bonds will be useless. What is worth buying? Metals and commodities?
Nope, having your money where inflation isnt rampaging.
Thats what those in places like South America and Zimbabwe
do. They're the only ones that see rampaging inflation anymore.
> I am thinking real estate will sell off and sell off drastically in the upcoming years.
I dont believe that in the modern first world except in citys that
end up ghost towns because their single industry evaporates.
> The question is, how do you get a good cash flow from real estate?
Usual way, decide which areas are going to benefit from what you think will happen
in the future. Real estate isnt anything like as flexible as most other areas tho.
> At this point, I am thinking the global mantra will be all
> about cash flow and making payments on time and keeping
> creditors from taking away assets for pennies on the dollars.
Just avoid those industrys that can get into that situation.
> Thing is, I swear I think we have over capacity here in the USA.
Only in houses. Yes, due to the sub prime fiasco that will be true for a while.
> Anything we want or need is obtainable rather easily if you think about it.
Some things arent like the entire populace eating sensibly.
> Whether you can hold on to it or find some one willing to pay you
> more money for what you bought, well that is another question.
Corse you always can, even in a recession. Its just harder then.
** Frank **
"Quality_is_job_one" <kwo...@hotmail.com> wrote in message
news:23a4ac4b-c5f4-4725...@b1g2000pra.googlegroups.com...
The best to invest in is dumb luck - only if I know how to do that
consistently. Dumb luck getting AAPL at $17, sold some today at $192. I
guess that makes up for WorldCom and some of the $100 high tech stocks I got
into during 1999-2000 and riding it down to penny stocks. Everything so
clear looking backwards.
I'm overweight in real estate and I'm getting out of it, not because its in
a down market, but I'm too tired doing the three "T" thing - tenants,
toilets and trash. Been through a few cycles before, and it looks like a
good real estate buying opportunity between now and the next couple of years
for the long term. I think you could double your money in about four years
if you buy right, i.e., 50% foreclosure discount. Cash flow should be good
as the rental market has gone up.
CNBC has been talking about China, Russia and India - Brazil is doing pretty
good too. But I feel more comfortable with US companies with foreign
components.
2008 would be another crazy and volatile year, best of luck to you.
Quality_is_job_one
> CNBC has been talking about China, Russia and India - Brazil is doing pretty
> good too. But I feel more comfortable with US companies with foreign
> components.
>
BRIC?
Wasn't there a time when Japan was on top?
I agree, I feel more comfortable with US companies for conservative
growth as they will be transnational anyway as long as our government
can see to it.
Rodspeed, how is Australia? Is there a real estate bubble there or
inflation?
Rod Speed
> ** Frank **" <noem...@xyz.net> wrote
>> CNBC has been talking about China, Russia and India - Brazil is doing pretty good too.
>> But I feel more comfortable with US companies with foreign components.
> BRIC?
> Wasn't there a time when Japan was on top?
Yep, and then the world moved on.
> I agree, I feel more comfortable with US companies for conservative growth
> as they will be transnational anyway as long as our government can see to it.
> Rodspeed, how is Australia?
Doing very well supplying China and Japan. We have had a positive
balance of trade in our favor for a long time with Japan and now with
China, something that the US, Canada and the EU has never managed.
> Is there a real estate bubble there
Nope, tho prices are getting high enough so that its hard for
first home buyers to get into the market in the capital citys.
> or inflation?
Nope, its low and unemployment rates have returned to what we last saw 30+ years ago now.
Quality_is_job_one
I am gonna keep an eye on Australia. I believe many who visit there
would want to live there. Bodes well for long run. So far I can invest
in them with the EWA exchange traded fund. I am interested in their
resources too. Copper a big thing in Australia?
Rod Speed
> Rod Speed <rod.speed....@gmail.com> wrote
>> Quality_is_job_one <kwo...@hotmail.com> wrote
>>> ** Frank **" <noem...@xyz.net> wrote
>>>> CNBC has been talking about China, Russia and India - Brazil is
>>>> doing pretty good too. But I feel more comfortable with US
>>>> companies with foreign components.
>>> BRIC?
>>> Wasn't there a time when Japan was on top?
>> Yep, and then the world moved on.
>>> I agree, I feel more comfortable with US companies for conservative
>>> growth as they will be transnational anyway as long as our
>>> government can see to it. Rodspeed, how is Australia?
>> Doing very well supplying China and Japan. We have had a positive
>> balance of trade in our favor for a long time with Japan and now with
>> China, something that the US, Canada and the EU has never managed.
>>> Is there a real estate bubble there
>> Nope, tho prices are getting high enough so that its hard for
>> first home buyers to get into the market in the capital citys.
>>> or inflation?
>> Nope, its low and unemployment rates have
>> returned to what we last saw 30+ years ago now.
> I am gonna keep an eye on Australia. I believe many who
> visit there would want to live there. Bodes well for long run.
Sure.
> So far I can invest in them with the EWA exchange traded fund.
You can invest in most of the stocks directly too if you want.
> I am interested in their resources too. Copper a big thing in Australia?
Sure. But that varys over time.
Quality_is_job_one
>
> You can invest in most of the stocks directly too if you want.
Individual stocks have greater volatility on a risk basis than an
exchange traded fund. That and I am mired in US stocks right now as
they have dividends that are approaching the same yield as bonds (~
5%).
> > I am interested in their resources too. Copper a big thing in Australia?
>
> Sure. But that varys over time.
I heard many rare-earth metals are in a bull market too. Heck, most
any resource has been driven up in price. Makes you wonder if China
and the other countries are a great long term investment scheme. Think
growing populations that want things made from resources. Other than
cheap labor and the lure of tourism, how can they jumpstart themselves
into the realm of a major economy? I am asking whether people will
stop trying to immigrate to the US and head to BRIC lands to make
their fortunes.
Rod Speed
> Rod Speed <rod.speed....@gmail.com> wrote
>> You can invest in most of the stocks directly too if you want.
> Individual stocks have greater volatility on a risk basis than an
> exchange traded fund. That and I am mired in US stocks right now as
> they have dividends that are approaching the same yield as bonds (~ 5%).
>>> I am interested in their resources too. Copper a big thing in Australia?
>> Sure. But that varys over time.
> I heard many rare-earth metals are in a bull market too. Heck, most
> any resource has been driven up in price. Makes you wonder if China
> and the other countries are a great long term investment scheme.
The main problem with direct investments in those is that they dont
have anything like the investor protection that we have come to expect.
> Think growing populations that want things made from resources.
> Other than cheap labor and the lure of tourism, how can they
> jumpstart themselves into the realm of a major economy?
The way china has done it.
> I am asking whether people will stop trying to immigrate to the US
Nope.
> and head to BRIC lands to make their fortunes.
Quite a few chinese who left china in the past have chosen to return there now.
You dont see as much of that with India.
Bugger all with Russia and Brazil.