It isn't all doom and gloom here at On Beyond Investing.
It is funny how investors that discuss bearish ideas seem to get labelled permabears.
I do have some bearish views, I still think that Canadian housing is in trouble. The stock prices of Canadian financials don't in any way reflect the losses that will be incurred as the credit cycle reverses. I view shorting these stocks to be a very compelling investment.
However, these shorts are a relatively small part of my invested capital.
My portfolio is significantly more long than short. As a result, I plan on discussing many more of my long ideas here.
To start I wrote a bullish article on Seeking Alpha about Kinder Morgan (KMI) stock, that you can find here.
Let me know what you think.
Disclosure: Long KMI
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