Here's a statement of the obvious: The opinions expressed here are those of the participants, not those of the Mutual Fund Observer. We cannot vouch for the accuracy or appropriateness of any of it, though we do encourage civility and good humor.
When I moved from TD to Schwab in 2020 after the merger was announced, it took a few days for my cost basis / history to populate, but it did. Same thing happened when I transferred that Schwab account into a new Schwab account last fall so I could…
Glad it's not just me.
@Hank, we have similar reading tastes. I also have come to appreciate the crowdsourced comments on SeekingAlpha as well -- many times there's more useful nuggets there from knowlegeable folks like us than the authors who are…
This ought to be a fun thread. Something about dividends seems to get some folks animated. :)
It usually does over @ Bogleheads. :)
As a dividend investor I don't really care about dividends that are 0-3.0 yield. So what if Apple pays 0.55%? I…
Either way you still need to buy/sell a MMF or other cashy fund @ Schwab to make the $$$ available to avoid a short-term margin loan. (T-1 helps, but still, that friction is annoying)
One year/quarter a trend does not make and I just let the position do its thing ... I see no reason for concern w/PRWCX or Giroux at this point, or anytime soon pending some major oddities coming from him or the fund.
Many of you know I don't care …
Thanks @rforno….a good reason to hold ETF “cash-like” holdings for “investable cash” once we move to Schwab. Much obliged.
FWIW saying, if I wanted to move my cash into a fund, I would own an cash-like ETF or t-bill vs a Schwab fund --- just on pri…
As Cory Doctorow says about such things, the 'enshittification' of the world continues.
Somewhat relatedly (but a tangent, I admit) yesterday ATT dropped all their consumer plans down a tier in terms of QCI service levels just so they could launch …
Slightly OT question (for a Buy/Sell thread), but we are moving to Schwab for good from TD Ameritrade next weekend: are the money market holdings at Schwab considered investable cash, or do you have to sell the money market funds first and then trad…
@rforno … it was really interesting with a lot of good information. Examining the heatmap, personally, I’m hoping for a rebound for REITs, and have a big bet on RQI for a down payment in 2 years to buy out my auto lease.
One item was not helpful…on…
@junkster,
Two years ago, I would not have expected floating rate stuff to do well for this long. JBBB and JAAA are green today.
Most of my monies is in CLOs (floating rate) and my complacency there worries me. Even Barron’s is extolling the vi…
Started 500s HESM in my Schwab income-oriented account. Will double it in the coming days depending on the market moves ... but as this is newsy week w/the FOMC, I prefer to tranche into positions, especially when it's commission-free. :)
@Crash, just for info. For another way to sell, my preference most often is to use 'trailing stop'. In that way you can ride the stock higher before it starts to significantly drop. Why cut the flowers before they've fully grown. There are some reas…
Yup. I always use GTC-EXT @ Schwab --- very handy, especially in cases where liquidity is tight and you're only partially filled after pulling the trigger. Plus, even if the trade is open for a few days as it fills, you're only paying one commiss…
In the meantime, I checked that ETF CCOR is recognized by Yahoo Finance, StockCharts, MFO Premium, M* Investor (strangely, the name Core Alternative ETF is recognized, but not the ticker CCOR). M* Home recognizes the name Core Alternative ETF, but t…
From Bloomy -
"Boeing raised $10 billion from a bond sale on Monday that attracted about $77 billion of orders and allowed the planemaker to ease some of its financial strains by refinancing part of its massive debt load. The outsized demand for th…
@rforno,
May 1st is only a couple of days away.
Any additional info you are able to share about CPSM?
The mechanics may be simple. The fund could just buy 1 year collar from a legitimate counterparty.
Nope, I was just passing along the BBG s…
I cannot remember any company that within a month of its IPO is begging Congress (let alone market makers) to save its falling share price. Apparently their CEO (a former GQP congresscritter) believes that 'free markets' are great only when you can…
What would happen if stock trading was available around the clock
Some "investors" would get very little sleep! ;-)
First thing that came to my mind as well!
Go to sleep.
Wake up during the night.
Go to bathroom.
Short something.
Back to bed.…
The motivating factor may not be necessarily demand side. The supply side infrastructure has been built and those that built the exchanges and the pipes might want to offer the service to monetize their cap ex. Any revenue is better than zero
Agree…
Question for you smart guys, so given all this talk on divie's, the only reason to pick a stock that gives higher dividends than other stocks is if it is held in a taxable account since dividends are taxed less than regular income, right? There is z…
@rforno, new M* Investors (subscription) does have downloadable 1- or 2- page PDFs. Here is a sample for FMSDX that I uploaded to PDF Host and linked below for demonstration. More can get me into trouble. In the old days, these PDFs were free at M*,…
The Refinitiv ones are quantitatively helpful to corroborate things elsewhere, but I don't really put a TON of emphasis on them (or any research) in my own analysis.
I like that I can get M* equity reports in the old-school PDF format can make for …
Equity markets and their traders* need time to breathe, to pause, and assess - especially around news/earnings events. Turning the equity markets into 24x7 cryptocurrency will be significantly destabilizing, even if some think it's 'cool' and a 'gr…
Exited the small position in PSQ (inverse NASDAQ).. Pocketed a few pennies from last week’s romp - but too hot to handle. Added to CCOR and SJB. I’m completely out of my shorts, except the small bit in SJB - which shorts junk bonds. If we encoun…
Let us get back on track.
"The higher umbrella coverage you have you can bet your arse that your insurance company will fight like tooth and nails to defend you....the senior attorney's will work the case...they don't want to pay up..."
May be the…
WZRD didn't lose money this past month, stayed flattish. Low volume on many days, as it is new.
Well since it's pretty much still only holding cash or cash-like stuff, that would make sense....
WZRD managed to gain +.58% yesterday, so maybe it d…
Interesting new retail product issued by one of the original "Market Wizards", Larry Benedict. It dabbles in multiple option strategies, commodities, equities (momentum - he likes Tech), but can move to cash, etc.
It charges ~1% Fees. WZRD did…
Who's the more 'deranged' -- the person expressing rational opinions, fact-based information, who can disagree without being disagreeable, and engages in civil discourse or the one blindly treating a single person as if they walk on water and who is…
DJT has filed instructions on how to prevent shorting of the stock.
2 steps are common and typical - move stock to the cash side (from the margin side), discontinue securities lending program.
2 other steps mentioned may have fees - moving stock t…
Sold out of my DUK-A preferreds to raise cash for other potential purchases in the coming days. (Made a bit of CG on the sale in addition to some 6% yields back when I bought them but it's callable in June anyway.)
Even though it's down another 14$ to $22 and change as of 3PM, I'm sure the stock will go back up to the moon and beyond now that they've announced a streaming service!
"The streaming content is expected to focus on live TV including news networks,…
IIRC he only gets those extra 30m shares if the price is above 17.50 for a certain period of time. Based on recent price action, that floor may be breached in a few weeks. LOL
Interestingly in their (original?) prospectus they say they don't trac…