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TheDumbMoney (58.51)



Why You Should *Maybe* Buy a House

August 17, 2014 – Comments (6) | RELATED TICKERS: SPY

Here is my post from about a week ago on why the argument against buying a house is not as strong as some currently say it is -- in a post-crisis fad.  Additionally, I should say I think a lot of the argument against buying is driven by a rather typical post-crisis fear hangover and also by ideological opposition to the mortgage interest deduction.  [more]



All Recent Activity is Noted in My Comments to Picks

June 18, 2013 – Comments (6) | RELATED TICKERS: GLD , SPY , PM

There are a lot of new people here, and many of the old ones are gone, including one of my old faves, truthisntstupid, a line-cook with uncommon wisdom.  I have been active here now for well over three years.  To review, all of my picks in this CAPS account are real money positions, and they are the only stocks I own.*  My record is very transparent.  Whenever I do an initial purchase I add in CAPS.  Whenever I add to or subtract from the position, I note it in the comments.**  Whenever I sell out a position I remove it from CAPS.    [more]



Updated Thoughts on United Health Group, Inc.

May 04, 2013 – Comments (5) | RELATED TICKERS: UNH , HUM

Evaluating a long-time holding, I think UNH is a big buy at under $54/share, and a sell in the $80s.  It is presently at around $58/share.  It's a powerful company that generates $6 billion in free cash flow anually, reduces its share count regularly, and has big advantages as a large company in a highly-regulated industry.  Here is my full analysis.  [more]



And..., Here We Are at Silver $22

April 15, 2013 – Comments (94) | RELATED TICKERS: PM , GLD , SLV

Two or three years ago, when this site was becoming a festival of hyper-confident, hyper-certain gold bugs, I made a few bets with them.  I bet Christopher Barker that PM stock would outperform gold.  And I bet frankydon'tfailme in 2011 that Silver would see $22 before it ever saw $40 again (if it ever did).  [more]

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