Sunday night update

Well, the problem with the weekend is there's too much financial news to read and ponder, and confuse. So let me run down some ideas:

LLL: They announced they will remove the seaweed label tags in compliance with some Cdn Business Bureau. This has to be interpreted as some sort of admission of fault so I think the stock will drop Mon. I still have a limit buy order but I've changed the price from $38 to $36. I think we'll get it at a pretty good price before end of year.

GE: This was initially a play on the weak US$ and export competitiveness (and somewhat strong Cdn$). Their financial exposure worries me, because it's not so transparent. I would like to see a bit more research on GE before we jump on this. In the meanwhile, I'm open to some other names in this space. JNJ is also a value play in the long suffering big pharma sector.

EEM: I still like this play, not only for the high beta but more for the high alpha. If you check Yahoo!Finance Risk link, you'll see a high alpha of 4.30, comparatively. If there is some more volatility, I vote to pick this one up.

RKH: I think there's going to be some tax loss selling on the US banks in Dec, and it should be point of max neg sentiment. a good time to buy for the patient investor.