How to invest in bull markets that are nearing it's end

i dun think the market is peaking. just muddling through.

(08-01-2011, 10:37 PM)Drizzt Wrote: i dun think the market is peaking. just muddling through.

agree..this bull still has some room to climb

IMO, I think its time to exit all growth stocks that have prices risen incredibly now to secure profits and enter into more defensive positions with high dividends to minimize probability of major capital loss when the market hit the peak and you need to exit fully thereafter

Any comments?

(08-01-2011, 11:58 PM)mrEngineer Wrote: IMO, I think its time to exit all growth stocks that have prices risen incredibly now to secure profits and enter into more defensive positions with high dividends to minimize probability of major capital loss when the market hit the peak and you need to exit fully thereafter

Any comments?

Me still trying to hunt for undervalued growth stock

I find it very hard to find good company with high dividend now. At what yield, would you consider a high level. Personally, I am looking at around 10%.

(08-01-2011, 11:58 PM)mrEngineer Wrote: IMO, I think its time to exit all growth stocks that have prices risen incredibly now to secure profits and enter into more defensive positions with high dividends to minimize probability of major capital loss when the market hit the peak and you need to exit fully thereafter

Any comments?

(09-01-2011, 09:21 AM)plaktoz Wrote: I find it very hard to find good company with high dividend now. At what yield, would you consider a high level. Personally, I am looking at around 10%.

(08-01-2011, 11:58 PM)mrEngineer Wrote: IMO, I think its time to exit all growth stocks that have prices risen incredibly now to secure profits and enter into more defensive positions with high dividends to minimize probability of major capital loss when the market hit the peak and you need to exit fully thereafter

Any comments?

You won't find any company trading at 10% yield unless the market feels its dividend policy might be unsustainable. Of course, the market can be wrong (it valued a lot of REITs at over 12% 2 years ago). The only company that crosses my mind is Golden Ocean.

(07-01-2011, 09:37 PM)mrEngineer Wrote: I am not interested in any forms of trust as I do not want to incur further fund raising for capital gains.

May I know what do u mean by this? And by trusts, u mean REITs?

(09-01-2011, 04:32 PM)Satchmo Wrote: May I know what do u mean by this? And by trusts, u mean REITs?

Yes REITs are one type of trusts. There are other trusts like shipping trust, water trust etc. Nick has provided a good summary of Business trusts in the other thread. I find my investment profile not suitable for trusts as I see them as opportunistic and usually able to grow only via external funds (equity or debt).

Ahh I see, u mean fund raising by the trusts. Thanks for explaining

And yeah, there were a number of equity placements executed by these trusts, and not at attractive price levels too. Best thing is to acquire shares of these trusts on the dip/low.

U can sell covered calls if possible