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Cold Calling - Initial Call

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Jul 6, 2007 10:20 pm


Of course, some people can't stomach the gyrations of individual stocks

It drives them crazy - who knows why, but it does.

Put those people in mutual funds, or Managed accounts.

to be to scared to even offer them to people is ridiculous.

i had a lady recently who gave me $100,000.  I asked her if she thinked she would like mutual funds, or owning individual companies.

I proceeded to put her into 10 different, large cap blue chip companies.  ALL SOLID, all places where she either spent money, or knew people that spent money.

She buys gas @ Chevron- Money.

She buys Virginia Slims - Altria - Money

Shes a bud light drinker - BUD - Money.

she sold herself on the stocks, meanwhile, shes a partial owner in all the places she's very familiar with.  She can buy all her cigarettes with the dividends from MO if she wants to.

"Stocks are too risky!"Yeah - if you're with fly-by-night P/E ratios of 100, no profit, high debt companies with crappy management. 

It's too risky not to own any


So.............basically you're an order taker.

Jul 6, 2007 10:31 pm


So.............basically you're an order taker.


NO.  I'm not really sure how you came up with that.

In that situation I sold someone a very solid portfolio, and she does not see that I sold it to her.

Most of my equity traders do everything I tell them.  For this lady, she wanted individual stocks, so I built her a portfolio that will work for her without her realizing I walked her right into it.

She understands it.  Shes comfortable with it.  She's happy.  She's going to make money.

It is just the beginning.

Jul 6, 2007 10:56 pm

Mao started an economic revolution in China by saying " no matter white cat or black cat, if it catches mice … ".

Jul 9, 2007 9:37 pm

Eat it?