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.
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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Either, or both...depending on what you're looking for.
A lot of dividend payers have been bid up, but some are still attractive. JNJ under 100 is a buy....and HCN got whacked today along with all the other healthcare REITS. I haven't seen that sto…
The small sliver of stocks which was powering the market the latter part of 2015 is now getting crushed....which may indicate this correction may be coming to a close. When everything gets pummeled indiscriminately, that is (oddly) a good sign.
It'…
We're getting very close to the magic 20% correction, but I don't think it's 2008 revisited.
But I think there are going to be a lot of companies in the oil patch who won't make it, and the question will then be with their banks. The revised capit…
It took a few years for me to realize diversification was needed in my bond funds as well as equity funds. This, plus the earlier thread on PAUDX reinforces that.
I believe the key phrase you used is diversification. Similar to old_skeet, I use multiple sleeves including one for income, which also includes a subset of 11 individual holdings in various industries including REITS, which in aggregate throws off …
More reasons why retail investors should never buy individual stocks.
I believe that's a fairly rash oversimplification based on 2 tech stocks getting a haircut. A well selected sleeve of dividend paying stocks can comprise an effective component i…
Your post reminded me to take a look at several funds which I liked in my past 401K, but were closed and unavailable to me in a rollover IRA. With a few more months of turmoil, there may be quite a few funds opening their doors.
Hi Mona,
It was mostly a decision resulting from a portfolio evaluation and swap of one conservative allocation selection for another without factoring future rates into the equation. I swapped BERIX for VWINX for a bit better current yield and mo…
My preference is to use tried and true, historically proven methods for evaluating and guiding investment actions....reading chicken entrails.
An order for a big slug of VWINX was made today....dipping the toes in the equity space.
M* has one of the worst websites I've encountered in terms of overall reliability and user friendliness. It has been horrible for years, and nothing seems to change.
Thanks for the post Ted...this is my longest held Matthews fund.
This interview is informative, particularly after reading the post of davfor suggesting the shift of the BRIC banner to one of TICKs (Taiwan, India, China and Korea). MAPTX appears n…
Sorry if my comment created unwelcomed turmoil...stated perhaps more clearly... anyone suggesting that the Social Security eligibility age be moved out ( a Federal Reserve member per Dex's post) needs to account for those performing manual labor to …
Thanks vkt for the well thought out and detailed post.
I think the "lumpy distribution" is an aspect which was not taken fully into account (or ignored) by the market overall, and the party for the bio's may be moderated in the near term as a resul…
Thanks heezsafe.....I saw they downgraded HCN from outperform to market perform, and then 2 weeks later to underperform.
That series of actions seems to be rather odd.
Will....I am re-evaluating my bucket 1 allocations, and BSBIX would be an ideal fund for that purpose. But you are correct in that VWINX is very different and offers greater opportunity.
At the end of this month, I am swapping out of BERIX and into…
As I'm always looking to buy income when it's on sale, HCN (Healthcare REIT) took a 7% haircut this week due to a downgrade by BMO Capital (whoever that is). And then today HCN announced a 4.2% divi increase for a 5.69% yield.
I'll be buying an add…
I've been following Theranos for awhile now, as its technology has the opportunity to be uniquely disruptive to the delivery of healthcare services both inside a hospital/clinic environment and outside as well.
The technology does have a 'black-box…
It's not like I'm all cash...I have 35% in equities from prior account activity. But for this transfer, I'm considering the fact I already have a plus 20% or so equity gain based on my sitting on my hands since the middle of last year.
So, as I sai…
Hi Ted...thanks for the link. This is a good synopsis as to where we are, IMHO.
Not surprisingly, it looks like the end of last week may have been a head-fake. As I have the bulk of my 401k transfer still sitting in cash, I'm looking for what looks…
For the past year, M* noted that ARTGX was punching above their weight, so to speak. Given circumstances, I expect FMIJX to hold an advantage near term however, so I hold both. Similar to heezsafe, I am impressed with the fund, and the firm.
BUFSX was a really nice fund for many years when it first started out. I was drawn to their investment thesis based on demographic shifts, and it worked for many years....until it didn't.
REITs had been performing well before getting swept up in the madness today. So, I added to WPC and VTR. When O drops below 50, I will add to that as well.
Even the most conservative of funds in this sector is suffering...Vanguard HC (VGHCX) down more than 8%, which I also own. But I'd rather own an up and coming biotech than anything in the oil patch...but, that's just me.
