Investing

I have been doing some portfolio pruning of late, and have decided to drop two stocks from the Puget Investor Portfolio. Nordstrom (JWN) has been a long time holding that I finally decided to drop altogether.  Last year I wrote about my concerns about Nordstrom, and why I unloaded most of my holdings.  The thesis […]

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Dan on March 19th, 2017

Back in July 2015 I wrote a post about how Apple looks like the next Microsoft.   I think the last year and a half as proved my theory to be on track, and I am seeing more and more articles in agreement. The latest comparison?  In the early 2000’s, Microsoft was the leader in smartphones […]

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Dan on March 3rd, 2017

Snap (SNAP), best known for it’s SnapChat app, is the latest tech IPO, the largest since 2014.  I have never used the app, don’t really follow the company,  and for the most part feel like most people that this is way overvalued and may end up with the same painful stock price route of GoPro. […]

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Dan on February 9th, 2017

I am a fan of Twitter the product – I think it provides a unique niche for news and events in a time where more people are getting engaged in social networks.  However, this week I finally threw in the towel and closed out my position just barely breaking even. Why? I am reminded of […]

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Dan on November 30th, 2016

I typically have been a bottom up investor- look for companies I think are undervalued, and invest in the hope that others will see the bargain out there and raise the price.  This is called ‘Bottom up Investing‘, focusing on the individual market vs the stock sector or the asset class. However, the market action […]

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Dan on October 26th, 2016

When I read these two articles, I was reminded of the Seinfeld episode where George realized that he has been making bad choices all his life – so he should do the opposite of what he thinks is right. Case in point:  This article discussing how the budget deficit is now increasing due to stimulus points how […]

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Dan on August 23rd, 2016

I have been watching Gold lately as an asset class – Gold has always been a curiosity of mine as to why people would invest in gold.  Over the last few years as I have been watching how momentum impacts markets, I feel I understand a little better about the hows and whys of how […]

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Dan on July 23rd, 2016

Anybody who has invested in emerging markets over the last few years will tell you they have been killed.    Investing in emerging markets has been a small part of my diversification strategy, so while it has not been a winner I see it as a cost of diversification. So I was interested to see […]

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Dan on July 7th, 2016

This interview with Mohamed El-Erien has a great quote in it which got me to realize why I find economics so interesting: In the mid-’80s the IMF made an attempt to understand financial markets. And I was sent to talk to asset managers in New York. The question was asked to them: “What was the […]

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Dan on June 23rd, 2016

I have been thinking about how I feel about Microsoft’s recent purchase of LinkedIn – and whether or not  I feel good about it.   I am neither a shareholder in Microsoft or LinkedIn, so I am a casual observer, but I was trying to decide if this gets me interested in becoming a holder of […]

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