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guliamo's style

guliamo's opinions

Nov 18 at 5:16 ET (By guliamo)

IGR dropped it's dividend 50% - FYI people..

It was expected and I was persuaded to stay away from real estate. I've been watching IGR for their fantastic dividend of 24% but the market sentiment was right: "IGR declared a monthly distribution of $0.045 per share for the month of November 2008. The...

3 Comments Symbols:  IGR

Nov 05 at 9:02 ET (By guliamo)

WFR has been elected.

I've been listening to Barak's promises over the past few months and the one consistent theme has been "We will rely on our own energy from renewable resources". It's a known fact that Obama is a huge fan of solar energy and i expect a lot of good news co...

5 Comments Symbols:  FSLR, WFR

Oct 31 at 3:42 ET (By guliamo)

Revisiting Real Estate

I've posted before about Real estate Trusts REIT's and got some great feedback. the average response was wait a little longer before you go in. It's been about a month since that post and I wanted to revisit this opportunity by looking at two stocks I'm ...

21 Comments Symbols:  RAS, HPT, NLY, V, CMO, ANH, LVS, FDG, ARM, URE, JOE, FCE.A, AHT, DUG, EEV, IMO, EQR, RYN, PSA, PCL, FXP, NYT, IGR

Oct 31 at 3:19 ET (By guliamo)

Portolio allocation models..

Hi guys, I've been reading about portfolio allocation and how each person has a different horizon of financial needs and should therefore buy stocks that compliment his or her own risk. For example, If you're renting a house rather than a home owner - you...

14 Comments Symbols:  QQQQ, NOW

Oct 20 at 12:18 ET (By guliamo)

taking a look at REIT's

Do you guys think it's time to step into real estate trusts? The way I see it, the government has declared that it's going to be very sensitive to the home ownership issue i.e. lots of money will go into providing a safety net for mortgages. I think this ...

9 Comments Symbols:  SHLD, BXP, IGR, MAA, ETF, SPG, VNO, SRS

More opinions by guliamo »

guliamo's bio

Top 1%

guliamo

(Why follow?)

  • Risk Group(4.8/10) Moderate
  • RankTop 1% (Guru)
  • Return Today3.38%
  • Return 1 Month-13.99%
  • Return 3 Months-39.12%
  • Return YTD-45.74%
  • Trades/Month4.50
  • Member SinceOct 07
  • Sectors Financial

“You don't need eyes to see, you need vision.„

Growth Investor, Trying to keep it under 3 trades per month. I like mid-caps in the energy, technology, raw material and medical sectors.
I invest about 30% in higher dividend yield stocks, REIT's and ETF's and believe 5 major holdings should be about 50% of your portfolio value and determine it's basic risk. The rest can be short or mid term plays to create upside on the return.

guliamo's major holdings

  • % of Portfolio

  • PWE

    Penn West Energy Trust11.73%

  • NSRGY

    NESTLE SA REG SHRS S11.25%

  • RYN

    Rayonier Inc.10.54%

  • GILD

    Gilead Sciences, Inc.8.92%

  • AAPL

    Apple Inc.8.88%

  • IGD

    ING Global Equity Dividend and Premium Opportunity Fund8.06%

  • CHK

    Chesapeake Energy Corporation7.30%

  • ADBE

    Adobe Systems Incorporated6.90%

  • DEO

    Diageo plc5.59%

  • LFC

    China Life Insurance Company Limited4.22%

  • BHP

    BHP Billiton Limited3.92%

  • ZTR

    The Zweig Total Return Fund, Inc.3.82%

  • PG

    Procter & Gamble Co.3.39%

  • CHL

    China Mobile Limited3.02%

  • WFR

    MEMC Electronic Materials Inc.2.45%