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December 26, 2014


To View Current Positions Go To Core Portfolio

We have some “sin” stocks in our portfolio including gambling and liquor (actually a bond).  Today we are adding yet another position, this time in the tobacco and smoking segment.  I can already hear readers heading for the exits…..who wants to invest in stuff that kills people?????  I have no particular bias against investing in these companies.  As long as they are legal and offer a good yield I am game.  But if you are not interested in this type of investment, do not read further!!!

Vector Group VGR is one of many Companies that you never hear about on CNBC or in the press.  And yet it is very viable and offers a good yield.  I have known about VGR for years and years.  Back in January this thing started to spike up and has been rising all year.  So I missed an opportunity a year ago to get in at a good price.

A recent article in seekingalpha.com revived my interest in VGR.  The author outlines several reasons for looking at this Company.  Go to the link below and read the article before you consider VGR:


VGR is a BUY in the “high risk’ segment of the portfolio.  Pays around 8%.  Momentum is DOWN and you should put in a buy UNDER $21.00…so wait for a lower price.


Wal-Mart’s low wages have led to full-time employees seeking public assistance. These are not the 47 percent, lazy, unmotivated bums. Rather, these are people working physical, often difficult jobs. They receive $2.66 billion in government help each year (including $1 billion in healthcare assistance). That works out to about $5,815 per worker. And about $420,000 per store.

Does that make you angry?

It should.


This stiff is just too funny:

“Queen of Mean” Michelle Obama has forced out another White House staffer – the First Family’s personal chef!

Kitchen magician Sam Kass got fed up with Michelle’s snippy comments and told the Obamas to take his apron and shove it, insiders told The 
National ENQUIRER.

“He just couldn’t take it – the relentless nitpicking, over petty little details that drove him insane. She thinks she’s Marie Antoinette!” a White House insider told The ENQUIRER.


FUNNIES for Jos A Bank advertising:  “Buy one shirt and we will give you the whole damn store.”


Another view on oil from a newsletter writer:

“Shares in these companies have strong rebound potential over the next year,” he says, “as the oil price war plays out — and certainly when (not if) oil prices begin to rise from the $60 range into the $80 and $90 range.”

I am holding all oil positions.  From Houston Chronicle:

Until recently, the curve for U.S. oil trailed downward into the future, encouraging oil sales immediately as barrels were worth less moving forward. The curve has shifted now to indicate a slightly higher price for oil sold months or years from now.

Crude oil for delivery in February 2015 closed Wednesday trading in New York at $55.84 a barrel, while crude for delivery in February 2016 traded at $61.67.

SLB and VNR are good positions to look at if you want to get in early.


MOVIES  The Imitation Game.  This will be the best movie you have seen in ages.  A wonderful true story about the gay mathmetician who breaks the code used in “Enigma” the machine used by the Germans in WW2.  In contrast Into The Woods is one of the worst movies out there.


New Law Would Make Taxpayers Potentially Liable For TRILLIONS In Derivatives Losses


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ABOUT Link to helpful sites

Core Portfolio  Current Holding

Books  Some political and other interests

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