Comments on: When to buy

By: elnormo

elnormo — Sun, 28 Mar 2010 02:39:45 +0000

Hi Jim,

Should we hold off on Brazil until after its central bank raises rates, maybe in April?

By: Jim Jubak

Jim Jubak — Mon, 25 Jan 2010 20:20:38 +0000

Just becasue you asked, the Jubak’s Picks is roughly 30% to 35% in cash right now. It got lower in November when I made more buys than sells. Went back up in December when I sold more than I bought and then dropped again with my buys in January. I too would have preferred to by MRVL aznd INTC lower. But as some put it so well in this string, I know why I bought them, the long-term reason for buying them is intact, and I don’t have any significant buyer’s remorse at this point.(Talk to me if we drop another 10% or more, though.)

By: BenWobbles

BenWobbles — Mon, 25 Jan 2010 15:08:04 +0000

I absolutely donkey punched more shares of MRVL at 19

By: DJBarber

DJBarber — Mon, 25 Jan 2010 07:07:51 +0000

“China Data May ‘Under-Represent’ Bubble Risks, World Bank Says ”
From:

http://www.bloomberg.com/apps/news?pid=20601068&sid=ae3br1w84kS4

By: doydum

doydum — Sun, 24 Jan 2010 22:19:10 +0000

Houston, we have a problem:

The $700 Billion U.S. Funding Hole; Desperately Seeking A Very Indiscriminate Treasury Buyer

http://www.zerohedge.com/article/700-billion-us-funding-hole-desperately-seeking-very-indiscriminate-treasury-buyer