Home/
Opinions/
guliamo/
Opinion page

guliamo's opinions
Post a new opinion

Opinions by guliamo

Top 1%

guliamo

Risk Group:(3.7/10) Moderate
Member since:Oct 07
Today:3.40% 1m:-13.98%
3m:-39.11% YTD:-45.73%
Trades/Month:4.50

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

Oct 17 at 4:32 ET (By guliamo)

A great boost from Google

There's been a big discussion over Internet advertising and the impact a bad economy would have on it. up until recently, the answer to this wasn't clear, primarily because we haven't experienced a bad economy since the birth of the web. On one hand, ther...

4 Comments Symbols: TV, YHOO, GOOG

Oct 12 at 4:13 ET (By guliamo)

Taking positions in Energy Trusts. (PWE, FDG)

Hi guys, I took positions in PWE and FDG on Friday. I understand the mob psychology behind the market crash but can't for the life of me see how this affects energy trusts.. Those guys are tied down with oil contracts for a decade.. money will keep flowin...

24 Comments Symbols: TYPE, BTU, ARE, TO, S, ETC, FDG, ETF, SAW, SSL, XLE, GET, ICE, BE, TCK, FOR, GOOD, LL, RIO, NAT, IN, DO, FIRE, PWE, DEEPQ, HAS, BIG, SO, AN, CHK, SUN, USD, CASH, NTRS, CEO, HK, INFO, GAS, TOO, WEL, CME, NOW, ALOT

Oct 02 at 12:26 ET (By guliamo)

Solid as a rock (PG)

Would you believe Proctor & Gamble are up 30% for the year compared to the S&P 500? What a fantastically run company. With a P/E of 20 and ROE of 18% I like this company long term even, and maybe especially, these days. PG seems safer than a bank, unless ...

3 Comments Symbols: PG, JNJ

Sep 30 at 9:06 ET (By guliamo)

Respect to congress

Can you believe the boldness of this move?! I think congress was voicing all our opinions that there was something missing from the bailout plan. What was missing was an explanation of what is to prevent this from happening again? From what i'm reading ar...

26 Comments Symbols: FRE, IVV, GET, FNM, ALL, BA, PPA

Sep 23 at 2:46 ET (By guliamo)

Back to the basic of basics (RYN)

The average person consumes 4 pounds of wood per month. Wood will always be a staple of economies and these days I think there is extra incentive for buying it. As I have mentioned before, timber companies have a great and unique advantage to almost any ...

10 Comments Symbols: PEY, TM, RYN, PCL, BAM, USD, ETF, LL

- MarketGuru Blog network-