Comments on: Industry Ranks http://alephblog.com/2010/06/27/industry-ranks-3/ Helping Institutions and Ordinary People Invest Better by Focusing on Risk Control Sun, 27 May 2012 06:47:45 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: matthttp://alephblog.com/2010/06/27/industry-ranks-3/comment-page-1/#comment-27036 matt Wed, 30 Jun 2010 01:23:52 +0000 http://alephblog.com/?p=2651#comment-27036 Nice layout change. Nice layout change.

]]> By: alex edgarhttp://alephblog.com/2010/06/27/industry-ranks-3/comment-page-1/#comment-27035 alex edgar Tue, 29 Jun 2010 21:12:03 +0000 http://alephblog.com/?p=2651#comment-27035 *echos Guillermo's request enthusiastically* This is one of my list of questions for those with the knowledge of investing. ...except that I have absolutely no training in economics. Having just finished _Outliers_ & _Talent is Overrated_, I know I need a teacher. I don't think it'd be enough to work through _The Intelligent Investor_ and play with Vanguard's stock research tool (and virtual money on VSE) on my own. *echos Guillermo’s request enthusiastically*
This is one of my list of questions for those with the knowledge of investing.

…except that I have absolutely no training in economics. Having just finished _Outliers_ & _Talent is Overrated_, I know I need a teacher. I don’t think it’d be enough to work through _The Intelligent Investor_ and play with Vanguard’s stock research tool (and virtual money on VSE) on my own.

]]> By: Jimhttp://alephblog.com/2010/06/27/industry-ranks-3/comment-page-1/#comment-26970 Jim Sun, 27 Jun 2010 16:10:49 +0000 http://alephblog.com/?p=2651#comment-26970 Interesting thoughts David. Your industry ranking looks similar to what used to be available on Prophet Charts before their demise. Do you have your own tools/methods for ranking industries or is there another resource that provides that analysis? Thanks, Jim Interesting thoughts David. Your industry ranking looks similar to what used to be available on Prophet Charts before their demise. Do you have your own tools/methods for ranking industries or is there another resource that provides that analysis?

Thanks,
Jim

]]> By: Guillermohttp://alephblog.com/2010/06/27/industry-ranks-3/comment-page-1/#comment-26969 Guillermo Sun, 27 Jun 2010 15:24:07 +0000 http://alephblog.com/?p=2651#comment-26969 Hi, do you think one day you could elaborate on how you created this model? I'm not asking for <i>your</i> model specifically, but how you went through the thought process that allowed you to create said model. I've done econometrics before and I know my way around a multiple regression, as well as some heavy programming, but I always get lost when creating models. I get obsessed with how to weigh factors, over-think details, and never end up getting anywhere. Hi, do you think one day you could elaborate on how you created this model? I’m not asking for your model specifically, but how you went through the thought process that allowed you to create said model. I’ve done econometrics before and I know my way around a multiple regression, as well as some heavy programming, but I always get lost when creating models. I get obsessed with how to weigh factors, over-think details, and never end up getting anywhere.

]]> By: keith piccirillohttp://alephblog.com/2010/06/27/industry-ranks-3/comment-page-1/#comment-26967 keith piccirillo Sun, 27 Jun 2010 11:37:12 +0000 http://alephblog.com/?p=2651#comment-26967 Choice writing. One of Livermore's quotes was it was always his staying in positions that made him the money. Be right and sit tight. "It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight! It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets." Ken Heebner has been taking your advice for a couple of years.....he left insurance sector just when it took off which would have mitigated part of his bad stretch. Choice writing.
One of Livermore’s quotes was it was always his staying in positions that made him the money. Be right and sit tight.
“It never was my thinking that made the big money for me. It always was my sitting. Got that? My sitting tight! It is no trick at all to be right on the market. You always find lots of early bulls in bull markets and early bears in bear markets.”
Ken Heebner has been taking your advice for a couple of years…..he left insurance sector just when it took off which would have mitigated part of his bad stretch.

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