AltaGas Ltd T.ALA

Cash %

[marketsense]

While I am presently holding a bit of cash in my portfolio,  its not my intention
but came as a result of the IPL attempted takeover bid.  I am still in the process 
of looking for a suitable place for that cash.   As far as the overall market is 
concerned,  no one can predict when another crash might occur.

While many think holding cash is a good idea,  it doesn't earn you anything and
the other question is,  how long are you prepared to hold it earning nothing?   6
months,  1 yr,  2 yrs?   What if there isn't another crash for a couple of years?
Despite how toppy things look,  the system is awash with cash.  Easy money is
fueling the markets and the Fed continues to back down every time after analyzing
the data.   Debt levels are astonomical and inflation is creeping up.   The Fed is damned is they do and damned if they don't.

The Fed would like to taper and raise rates but they simply can't with another 
surge in the pandemic.   At some point the data might give them an opportunity
but it won't be the big deal everyone thinks because the world economies are 
so fragile and gov't debt levels are prohibitive.   I'm staying fully invested and will
continue to rely on dividends to fuel my lifestyle.

[bossu]

Marketsense...Lots of SENSE in your saying In particular: «.Debt levels are astonomical and inflation is creeping up.   The Fed is damned is they do and damned if they d'ont» Actually Market is loosing ''steam'' and good for you to keep some powder dry. Cannot go ''records after records. This narket is completely insane.  and just reading how

[Capharnaum]

As long as the companies included in the index make profits, then we should see record after record, as the profits add value to the companies (just like you expect your investments to go up over time, reaching record after record as you reinvest profits). This is why I like to look at index P/Es to qualify whether they are overpriced or not (as indexes). When you take an index, in general, the P

[SargeX]

Hey Cap (& MS) 2 beauty posts. I agree with all. Obviously, it is each to his own and his own needs but it's always refreshing to see a few people with a very similar philosopy. Take her easy   Sarge