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.
Of course, all of this turmoil is occurring at the precise time we need to make a decision on the Grandeur Peak MicroCap fund. I think we have one shot to add funds here. I am planning on participating, and am thinking about what to put in regards t…
Old_Skeet....I think for the near-term, watching from the sidelines and maybe just nibbling around the edges sounds like a plan. My allocation is not too dissimilar to yours.
With all of the question marks in the air, Boehner's decision to take his…
I might suggest adding REGN to GILD and CELG as cornerstone holdings in the biotech space. I will be adding to ETNHX as a basket.
Not to be overlooked is a stock I've held for many years which is now available for what I consider to be a bargain p…
A pretty impressive and orderly deflation of the biotech bubble...at least to more reasonable levels.
Will need to compile a possible shopping list for Monday.
That's a very good point, PmU........do it when the costs are low, and also put people to work and stimulate the economy........that infrastructure work needs to be done, so why not now
Yes, now would be good.
Unless Congress can find offsetting cu…
"And in times of military conflict, it can be essential to have supplies of oil from our friends and allies"
It might be even more essential to be able to draw upon our so-called "strategic reserve". And what better time to fill that to the brim th…
rjb112...your point appears to infer that if the pipeline weren't built, then the oil would not end up in the US. I don't believe this is accurate. The oil already is directed to the US via the existing Keystone pipeline. The Keystone XL is simply a…
"As the oil would not be earmarked for the US........"
What makes you say this PmU?
Surely you are aware that the US is still a net importer of oil......
We are an importer of crude by a small margin, but an exporter of refined product.
Whether th…
Its unfortunate that Obama's healthcare reform did not tackle this issue. Just as its equally troubling that neither party wishes to address this issue. --- One more reason why Washington outsiders are so popular this election cycle...
Why the cons…
@PRESSmUP Clinton Foundation taking $$ from foreign governments is a "fake scandal"?
Yes, a fake scandal.
Like other global charities, the Clinton Foundation receives support from individuals, organizations and governments from all over the world…
Linked below are more current comments from Secretary Clinton. I'm thinking the baby is getting tossed out with the bathwater here....I would like to see the CEO of Turing get skewered, but *DEVELOPERS* of orphan compounds absolutely can't survive o…
As the oil would not be earmarked for the US, I fail to see the reasoning behind the pipeline to be truthful. As a matter of fact, the pipeline would actually increase gas pricing in the mid-west.
But, given the price of oil, I don't see this as a …
He apparently worked for a period at Cramer's hedge fund.
And he's done this before when taking over another older compound from a different pharma company. He's merely a profiteer. And may have the ability to impact the entire industry due to his s…
Personally, I like Bernie's plan....Medicare for all. It takes the profit motive of the health insurance industry out of the administration of healthcare.
I can justify the $14,500 annual cost of the Regeneron/Sanofi cholesterol drug Praluent which dramatically lowers the LDL cholesterol levels for acutely ill or statin-resistant subjects.
I can even justify the $85K treatment course for the new Hep …
Thanks Hillary, your hilarious comments where you act like you care about the average person resulted in a nice sale on biotech and healthcare in general.
I find it hard to justify the cost of a tab of a 62 year old medication going overnight from…
Old_Skeet....your post just reinforces my irritation at the Fed for not moving off the dime. An M* article carries the title, "U.S. Stocks Tumble As Fed Sows Fear And Confusion". I couldn't have said it better myself.
I'm still sitting at 27% cash,…
I was getting psyched about her poise and smarts until her grotesque, grisly lying and pandering about abortion and her misrepresentation of biz record and career.
Yes, but she prattled them off with such power and conviction, she clearly won the n…
Many HC funds are plus double digits still this year. I tend not to examine YTD figures too often, so was surprised to see one of the stalwarts, RPMGX, up almost 7%. In both taxable and after tax accounts, it's one of those funds I just don't need t…
Reits have been celebrating the Feds inaction. I picked up more VTR last week, and may spring for an additional slug of O.
I like their lack of correlation with the market in general to this point.
Old Joe....Due to the magic of cookies, the advertisements are customized based on your specific internet browsing history. As an example, the advertisement for me was for some watches I had been looking at.
Sounds like you were looking at some hig…
I actually like the idea of creating a mechanism that funds bucket one throughout the entire investment time frame by taking profits during periods of market out performance. Always nice to have some dry powder for emergencies, buying opportunities…
Thanks David....that first 10% did seem a bit too compact and painless....relatively. The Vulcan Value Partners recent communication was equally sobering though less specific in terms of index valuations.
The next 6 weeks or so will be very interes…
Several of my favorite funds are mentioned on this thread, VHCOX which I've owned since 2001, and POAGX, since 2007. As you can imagine, they've both had some style drift as their assets have expanded...not that I'm going to complain too loudly thou…
Actually not the case, though these are widespread misconceptions.
What specifically are widespread misconceptions? Your post was not clear on that. Please don't make us wade through 50 pages to figure out your conclusion.
thanks
press
@ MFO Members: This thread dates back to 2013-14, one would think a new thread woud have been in order,
splitters vs. lumpers ideologies
reading is timeless.
It certainly is...until this comment, I had no idea the thread was started several ye…
IBD is like the Wall Street Journal...the data and graphs have merit, but you need to take the opinion pages with a grain of salt.
I think the author was upset due to the whole renaming of Mt. McKinley....as President McKinley has been a hero to Re…
