Saturday, October 27, 2012

Preview Of Coming Posts And A Request...

I have a few ideas (for future posts here at the blog) rattling around in my head, but these are not "fully baked" yet...  I ask you, my readers to send along any comments or ideas on the below:

1) Income

I am starting to see more references re ways to get more income, an important subject.  Some of you may have good ideas!  If you contribute something, I will certainly attribute it however you wish.

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2) A post on both gold and natural gas

Both are undervalued IMO.  I just need to do some more research on NatGas and a bit more on gold.  I plan this one to be my next piece.

I am interested in natural gas as an important cog in America's energy future, but am not up to speed yet.  Your ideas are very welcome!

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3) Building My "Permanent Portfolio"

For sometime I have been mulling over buying certain stocks that I would intend to "Buy and Hold" for a long time.  I am already quite diversified, but I would like to take some stakes in companies that meet certain requirements:

-- they have a "moat" (hard to compete against and/or barriers to entry)
-- they produce "capital goods" (I use the term loosely here), "help the world grow"
-- they throw off a dividend, even if small
-- they have a solid balance sheet, very strong, with a worldwide presence

A worldwide presence is not mandatory, but is a partial defense against another Obama term, most of you know that I have "Zero Interest" in him.

Because I have gold and other assets, I do not require a "Jim Cramer" style of diversification.  I am OK with concentration in certain sectors (like owning Cummins (CMI) and CAT, for example, no problem).  I do not want to be totally locked into "metal-bashing" however, or any too narrow sector or group.

I believe I am looking for a list of about 8 - 12 companies' stock to buy.

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4) Silver!

As always, I am still looking for someone to write a good and dense article on the investment and/or SHTF case for silver.

I have been unable to make progress in learning enough about silver nor gain enthusiasm (although I do own it).

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