WatchEveryone,
For the brave souls, where are you planning on investing your money in 2011? Which sector(s) or companies do you think would outperform the S&P 500? Would love to get some thoughts on this.
For me, I would put my money in the homebuilders such as TOL, MDC, PHM, DHI or XHB, and PBR, DO, GILD, TEVA, AGNC, NLY and of course GS. I think this portfolio, assume equally weighted, will likely outperform the S&P 500 in 2011. I have to give credit to some of the above picks to my friend. Not sure if (s)he wants me to disclose her/his name so I will not include it.
Since MO and VZ have performed exceptionally well this past year, I'm excluding them from the list. I DO NOT expect precious metals to shine in 2011. I know what Iwog and Oakman will say, but will see :P
I expect a sell off/correction in January. Look for the DOW to drop at least 300 points in several days.
Merry Christmas and Happy New Year. May next year be better than this year for you and your family.
E-man
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Buy ammo, seed corn and seed potatoes and plant in an area that is defensible by conventional ordnance and hand-to-hand combat techniques. If your wife and kids can not fight and kill with a bayonet, your family is not ready for what is to come. Invest in self-sufficiency and come to peace with the fact that all civilizations come to and end in grim and macabre ways. Other than that, it's never been a better time to invest in real estate. Hahahahahahahahahahahaha!
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APOCALYPSEFUCK says
But what if I'm on Atkins?
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Then eat ATKINS!
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The only investment ideas I have for 2011 is buying call options on Nikkei stocks because I think Japan is about to see a huge outflow from bonds into equities. Right now, call options on equities in Japan are pretty cheap and the options market is completely betting against any rise in the Nikkei. It's a low cost play with a potential high payout.
Outside of that, Natural Gas is cheap so Natural Gas Producers will eventually show nice returns.
As far as gold and silver go, I'm a permabull, but I'm simply holding. I'm still about 75% in gold/silver/mining stocks.
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APOCALYPSEFUCK says
I hope the apocalypse will be televised, or at least at least somebody posts a YouTube video.
Do cannibals tweet?
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@E-man,
If you believe that the Dow will drop next month, are you considering a short ETF such as SH?
cheers.
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theoakman says
Will see how silver and gold work off the recent sell-off. Looks like they'll have to establish a new base before they can move higher.
American in Japan says
I thought about buying FAZ and TZA as a hedge against the coming correction, but I think the action of the market on the first week after the new year would likely tell us when the correction is coming.
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That's the luxury of positioning yourself early. Anyone who piled into the gold/silver markets in 2008 or any time prior doesn't care about short term movements any more. It doesn't matter how volatile they are. I'll sit back and watch. The Johnny come lately investors are either going to get slaughtered from a huge pullback or drive the market into bubble status.
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We are diversifying into foreign currencies, chinese and euro, while holding onto (long term) dividend paying stocks of large entities with a proven track record.
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I am going to invest in my kids' educations. Also, in repairs to my old house, repairs to my old vehicles, glasses for my old eyes, and thyroid replacement pills for my old dog.
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There's an interesting article about the simple tactic of buying on the last day of each month and selling on the 1st. Thus holding stocks for only 1 day, and that it's been a winning strategy versus buy & hold:
CNBC: How to beat the market? Only stay a day at a time
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I invested in a trench around the house and 152,000 gallons of tar that can be heated and dumped into the moat when the starving masses decide me and my family are going to be lunch. Cannibal anarchy is inevitable but survival will be only for those prepared for the horror that is to come.
Just got a recursive bow, too. Packs the wallop of a 45 and can take down a charging neonazi cannibal at a full run from 100 yards. That's the kind of innovation we need to be thinking about as the market descends into complete and total chaos.
Other than that, it's never been a better time to buy.
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What about potato futures?
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I'd be all over it if the Mercantile would survive but likely the building will be abandoned and the traders eaten by cannibals by the time you could achieve dynastic wealth from a long position. The potatoes themselves will be worth more, though measurement of wealth will be completely rewritten in our Cannibal Anarchy economy.
tatupu70 says
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I am surprised to find there is a "cannibal anarchist" license plate.
Your ideas intrigue me, and I would like to subscribe to your newsletter.
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They stole the idea from Glenn Beck!
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Mr.Fantastic says
Are you sure you want to face what is to come with just one? And is 9mm enough? Ask yourself first what you would need if you were in free fire fights 10-20 hours a day for the rest of your life.
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Mr Fantastic, you need a hunting cross bow that can take down a moose, at least. When things come apart, you'll need the ordnance-free firepower. Worse, you will be facing people who see you as dinner and count on eating you as the only way they can survive. You won't get a second chance with a starving cannibal neonazi at a full run imagining your internal organs cooking over an open fire. You've got one chance. You can't wing the kind of monsters that will be appearing soon and survive. One shot to tear through vital organs and bring the attacker down.
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Found this helpful (YMMV) in trying to understand REITs. From the Fool:
Looking at the REIT example in particular, American Capital Agency, Cypress, Chimera, and their brethren are making a killing because of the government's interest rate policy. With the government keeping rates low, these REITs have been able to borrow money very cheaply and profit from large interest rate spreads on the longer-term mortgage-backed securities they buy.
And they've been paying out almost all of these profits because, as REITs, they have to to qualify for special tax treatment. Pretty sweet deal.
Very tempting... until Ben loses control of the rates.
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Buy silver bullion and land for growing food, but do not buy near nature corridors that may ultimately be taken by your new communitarian government, for the "greater good."
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Mr.Fantastic says
2,000 rounds per hunting weapon. 5,000 rounds for defense.
Food storage will be your biggest concern, above all else.
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Hedge yourself, just buy a few rounds. Find someone who has bought 2000 rounds and another 5000 for defense and just sit out side their house waiting for them to leave to go hunting. No one can protect against a sniper, and it will be pretty obvious who has supplies.
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how about a CD at 1.1% APR? If i try to cash it in during the cannibal wars the bankers might eat me? (this seems logical, so I should worry about it!)
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Never a better time to buy.
http://www.missilebases.com/properties
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TadPole's website
Ammo and silver for me. Those bomb shelters made in the 60's are looking mighty cozy! I used to laugh when I thought of my father looking at homes with the hidden bomb shelter. Maybe he aint so dumb after all.
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TQNT, AAPL, SSN, and SOLR. Currently long on TQNT, AAPL, and SSN. Waiting to build up the funds for an SOLR purchase.
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GOOG, HNT, PBR, SBUX have done well over years for us.
AIG tanked.
Walmart and Microsoft have been pretty flat. They are struggling to come up with a great idea for the future.
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bumping up just for investment ideas. if anyone has any symbols that they think will do well and have done well for them please post.
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has anybody checked out VALE. Biggest mining company and with solid financials, moat and growth.
I am expecting the market to go sideway for a while with high volatility and then eventually go up.
US stocks look promising. looks like other countries are running out of steam.
note : this is my opinion not investment advice.follow at your own risk.
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I say invest in Southeast Asia, particularly the Phillipines. Can't own 100 per cent of land there but you can go into partnerships.
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CAT, X, AAPL, have been good for me. UPS or FDX, or some leading indicators seem smart if there is a ramp up on the consumer side.
Why would homebuilders be good? Don't we have surplus houses that lie vacant?
Maybe CAT will do even better when they need those big D9s to bulldoze Vegas and the Inland Empire?
http://en.wikipedia.org/wiki/IDF_Caterpillar_D9
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With 4.10 a gallon today for 87 I think any company that will offer an electric car and an easy way to charge it will own the markets.
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(Chris--maybe TSLA or GM---the Volt is sweet...Nissan Leaf is good too)
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An electric car with 0-100 MPH in 6 seconds acceleration and a range of 250 miles on a single charge and a sticker of under 20K could clean up.
To get people in large numbers to switch, the car has got to be a threat to law and order.
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APOCALYPSEFUCK says
With gas prices the way they are now I think as long as the car is cost effective and can go far enough on a single charge it would work well. I'm waiting for the time I don't have to spend $12 on gas every day.
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My play on Japan was working fantastic until the earthquake. Basically, it was the Marc Faber position. The bond market in Japan will collapse under monetization/desperation to prop up the export market and there will be an outflow into equities. That was well underway and paying off. With the collapse in the Nikkei occurring right now, I think the probability of a bond market collapse has increased because they will need to fund even more public projects. Furthermore, I think the Tsunami's damage to the coastline will devastate the import market that Japan relies so heavily on. They will be forced to monetize, bonds will go down, equities, will go up for the simple reason that they are safer than the bonds. They certainly won't go up based on strength of the economy. I'm jumping in today or tomorrow.
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After donating to red cross to help Japanese we are now thinking of investing into Japanese companies too.
We might invest into TM. Anyone has any specific recommendations on other companies out there? I think investing into companies that will handle buildings would be a wise choice at this point. TheOakMan any symbols you would recommend?