Comments on: The Commercial Real Estate Sector: As The Other Shoe Drops – Be Wary of Bank Stocks

By: Busy Man Fitness

Busy Man Fitness — Sat, 25 Apr 2009 02:17:54 +0000

I had also been looking for a way to play this BEFORE it got here.

I will be on the lookout for your recommendations my friend!

Thank you!

By: Larry McClendon

Larry McClendon — Sat, 18 Apr 2009 19:18:51 +0000

This is real truth, sell all related property and dump all stocks and bonds . Go to cash on hand to
buy when market bottoms.and buy short treasury funds

By: Marvin

Marvin — Sat, 18 Apr 2009 00:36:32 +0000

4/17 letter, Comm RE:
I think your strategy is right on—sell short or buy SRS. My worry and question is relative to the Fed or Treas re-actions. What if they continue to print / issue paper to cover it up. Today for instance–SPG had a very nice up day……

Will the gov’mt ‘do a wallpaper job’ and throw the normal proceedings out the window. We surely can not
trust those manipulators. (?chance we have to take?)
Excellent work & letter. Thanks.

By: Charles Eson

Charles Eson — Fri, 17 Apr 2009 18:36:10 +0000

Thank you emensely for the tips on how to play this dropping shoe. Its much safer than trying to catch a falling knife. Your insight is amazing. Although I won’t hear the shoe (tree) drop as I won’t be in the “forest”, it will drop nonetheless.

By: dipankar sen

dipankar sen — Fri, 17 Apr 2009 18:30:14 +0000

Hi,

I would have thought that this would already have been factored in. Within what timeframe do you expect the next collapse? And how bad will it be? How long will the long trek back take? I have started buying small amounts of banking stocks by selling puts. Should I get out of them?
This sounds less like a comment and more a need for advice.

By: Joe

Joe — Fri, 17 Apr 2009 17:09:11 +0000

VNQ is currently in my Gone Fishin’ Portfolio.
Is the consensus to leave it alone since it’s in there for the long haul?

By: T.Venkatesh Rao

T.Venkatesh Rao — Fri, 17 Apr 2009 16:31:16 +0000

Also many people dont realize that in a developed economy the service sector comprises more than two thirds of the the GNP,out of which the financial sector accounts for a substantial part.So this meltdown in the financial sector along with frozen credit markets and crashing real estate sector,ensures that the elusive recovery is still far far away and at best it will be a L shaped stagnation rather than a U or V shape recovery.
You on your part should caution gullible investors not to be taken in my the likes of Cramer and Erin on CNBC and and invest even an iota in this uncertain markets.
Also do not forget that, the slack in the US economy left behind due to this recession need not
necessarily be filled by the US alone. Globalization and the extraordinary growth of communications has altered the level playing field in favour of the developing nations which may in turn pick a substantial portion of the slack.