There's a labor strike in Nigeria which would threaten oil supplies in the near future. I do not have positions in the oil but I have ETP in my energy sector play. I'm also counting on an increase of natural gas usage as the winter progresses. Therefore, here's my plan:
Along with next Tuesday's Automatic Investment Plan, I'm investing an additional $120.00 in ETP. After the $4 fee, I'll probably end up with 2.4462 shares (at $47.42 as of 9:03 am 01/12/12). This would bump up my Oil and Energy position and along with my Consumer Goods plays (KFT and MO), would balance out my asset allocation.
The DOW and the Market are ticking downward since the rally earlier this week. Profit taking as expected. This is good since I'll be getting my purchases on the pullback.
Showing posts with label winter. Show all posts
Showing posts with label winter. Show all posts
Thursday, January 12, 2012
Thursday, October 20, 2011
Going Against The Grain - Investing in Stocks When Others Pull Out
I got some extra dough this week.
I decided to activate my auto invest plan for Tuesday. And here are my picks:
LULU = $140.00 (2.71 shares @$50.18 + $4 fee)
ETP = $140.00 (3.06 shares @$44.38 + $4 fee)
I'm still bullish on LULU because of the customer (brand loyalty) loyalty and the fact the LULU does not compete in the cheap apparel market. LULU's customers are willing to pay up for the products because of the style, technology and what the company stands for. LULU does not pay millions of dollars to have pro athlete endorse their products. Instead, LULU does it in a local, word-of-mouth marketing strategy. Free yoga classes given by local personal trainers build a community of loyal customers (and endorsers).
ETP is my energy play for the coming winter. Natural gas and LPG will be used by millions to heat their homes and cook their food this coming winter. Plus, I get paid a dividend just to wait for the stock to go up. Plus I think the moves Kinder Morgan Partners (KMP) would have some pin action in the Nat-Gas sector.
I would have bought some more AAPL but I'm a bit short on liquid cash. I'm still bullish on AAPL even after Steve Jobs' death. I am confident that the genius CEO had 2-5 years of product line in the pipes and I shall review my position in the next 6 months and see if the new leadership has captured the Steve Jobs magic.
The recent decline of the Stock Market (Thanks a lot Europe) caused a lot of people to fear the market. This is good news for me. The time to buy into the market is when everyone is afraid and baby, everyone IS afraid. Due to my age, I can afford to take some near term declines from my positions because I have a lot of time to recover.. unfortunately, the boomers do not have a lot of time.
I decided to activate my auto invest plan for Tuesday. And here are my picks:
LULU = $140.00 (2.71 shares @$50.18 + $4 fee)
ETP = $140.00 (3.06 shares @$44.38 + $4 fee)
I'm still bullish on LULU because of the customer (brand loyalty) loyalty and the fact the LULU does not compete in the cheap apparel market. LULU's customers are willing to pay up for the products because of the style, technology and what the company stands for. LULU does not pay millions of dollars to have pro athlete endorse their products. Instead, LULU does it in a local, word-of-mouth marketing strategy. Free yoga classes given by local personal trainers build a community of loyal customers (and endorsers).
ETP is my energy play for the coming winter. Natural gas and LPG will be used by millions to heat their homes and cook their food this coming winter. Plus, I get paid a dividend just to wait for the stock to go up. Plus I think the moves Kinder Morgan Partners (KMP) would have some pin action in the Nat-Gas sector.
I would have bought some more AAPL but I'm a bit short on liquid cash. I'm still bullish on AAPL even after Steve Jobs' death. I am confident that the genius CEO had 2-5 years of product line in the pipes and I shall review my position in the next 6 months and see if the new leadership has captured the Steve Jobs magic.
The recent decline of the Stock Market (Thanks a lot Europe) caused a lot of people to fear the market. This is good news for me. The time to buy into the market is when everyone is afraid and baby, everyone IS afraid. Due to my age, I can afford to take some near term declines from my positions because I have a lot of time to recover.. unfortunately, the boomers do not have a lot of time.
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