mornin'cofe -added a few new articles evening 5/6/11 at end of link - lip

johnN

5/6/2011

* Should You Buy These Fast Growers?
http://www.fool.com/investing/mutual-funds/2011/04/05/should-you-buy-these-fast-growers.aspx

* 5 Best Mutual Funds for the First Quarter
http://www.investorplace.com/35891/mutual-funds-401k-fund-investing-investments/


* IBD MF quaterly link ****
http://www.investors.com/NewsAndAnalysis/SpecialReport/567974/201104041741/Mutual-Fund-Quarterly.aspx

* from russia w/ cautions [got this from the financial advisor]
http://www.bnn.ca/News/2011/4/5/From-Russia-with-caution.aspx

* HY delenmas
http://news.morningstar.com/articlenet/article.aspx?id=375783

* undervalue stocks w/ big dividends
http://blogs.forbes.com/wallaceforbes/2011/04/05/undervalued-stocks-with-big-dividends/

* Energy funds enjoying outsized returns
http://blogs.forbes.com/wallaceforbes/2011/04/05/undervalued-stocks-with-big-dividends/

* should you chase absolutely return funds?
http://www.mint.com/blog/investing/absolute-return-funds-04052011/

* [ot] 6 things to expect from your CFA
http://money.usnews.com/money/blogs/the-smarter-mutual-fund-investor/2011/04/05/6-things-to-expect-from-your-financial-adviser








---------------------------------------------
5/5/2011
* Stocks Will Keep Climbing Wall of Fear: Fund Manager
http://www.cnbc.com/id/42428519

* John Mauldin weekly commentary - birthdays & investment risk
http://www.johnmauldin.com/images/uploads/pdf/mwo040411.pdf

* for fund investors - timing is everything
http://www.marketwatch.com/story/for-fund-investors-timing-is-everything-2011-04-03?siteid=nwhpf

* slightly OT/commodities news - is yemen next
http://moneymorning.com/2011/04/05/rising-oil-prices-is-yemen-next/

* ot - world trade center bonds offering next wk
http://online.wsj.com/article/BT-CO-20110404-709373.html

johnN

* U.S. Global Investors sees oil, gold prices doubling -
http://www.reuters.com/article/2011/04/05/us-commodities-fund-global-idUSTRE73437L20110405

* speculators added to this bullish gold positions [CFTC data]
http://www.commodityonline.com/news/Speculators-add-to-bullish-gold-positions-CFTC-data-37867-3-1.html


* Investing Guru Jean-Marie Evillard's 10 Bullish Gold and Oil Bets
http://seekingalpha.com/article/261896-investing-guru-jean-marie-evillard-s-10-bullish-gold-and-oil-bets


* don't gamble w/ this ETF's premiums

http://www.thestreet.com/story/11071390/1/dont-gamble-with-this-etfs-premium.html?cm_ven=GOOGLEN


* Active Equities ETFs flunk out
http://blogs.forbes.com/rickferri/2011/04/04/active-equity-etfs-flunk-out/

* Youth pays dividends
http://community.nasdaq.com/News/2011-04/youth-pays-dividends.aspx?storyid=69350

scott

I like US Global and Frank Holmes, but I'll say that if oil hits $200, then this documentary (trailer at the link below) plays out real quickly.

scott

Ooooh, stuff embeds! Ok, I've fallen in love w/the new board.

johnN

* A Fund Manager's Top Takeover Stocks
http://www.thestreet.com/story/11071142/1/a-fund-managers-top-takeover-stocks.html?cm_ven=GOOGLEN
very reasonable bullish commentary...imho

yup..I love this new board also, it's like a new mercedes w/ all the toys/bells & whistles

johnN

Cumber municipal bond market commentaries -

http://www.cumber.com/commentary.aspx?file=032611.asp

fyi - I just bought more of muni bonds [A- graded w/ insurance]
don't think they'll default over the next few years but we'll see

CathyG

Thanks so much, John, for continuing your links. I love seeing them all on one page - AND embedded videos great! Really looking forward to seeing if Excel/Word charts or even M* portfolio snippets will transfer.

THANKS DAVID & BRAD FOR GREAT NEW SITE! I hope you will get "Donate" section up and running soon so I can contribute.

Anna

John, Ditto what Cathy said. Thanks.

InformalEconomist

Thanks, JohnN. Good stuff. I'll look forward to the Mornin' Cafe reads.

johnN

5/6/11 afternoon articles updated/added

* Stock mutual funds have their best first quarter since 2006
http://www.usatoday.com/money/perfi/funds/2011-04-05-quarterly-mutual-fund-report.htm

* bonds may get bounce [or trout] as QE2 ends - investors say
http://www.thestreet.com/story/11071429/1/bonds-may-get-bounce-as-qe2-ends-investor-says.html?cm_ven=GOOGLEN

* Asia corporate bonds expensive- money managers say
http://www.reuters.com/article/2011/04/06/emerging-debt-idUSLDE7341ON20110406

* ETFs that raise red flags
http://money.cnn.com/2011/04/06/markets/ETF_investment/index.htm?section=money_topstories&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+rss/money_topstories+(Top+Stories)

* the gold bubble that just won't pop
http://seekingalpha.com/article/261999-the-gold-bubble-that-just-won-t-pop

* investing MF 101 - best MFs & ETFs for new investors
http://www.moneyunder30.com/best-mutual-funds-and-etfs-for-new-investors