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.
"Sigh! The good old days when life was simpler."
You mean the days back when as kids we could play all over the neighborhood, and beyond sometimes, without any fears as long as you were home by supper time?
Double sigh , those were the days indee…
...And I'm not keen about foreign withholding, either. ....
You can work it out on your taxes at year end, but I think the only issue is that that is not money that is being reinvested. If you get $X dividend, take away 20% of that and the rest ca…
There are several ways to buy and sell stocks. I will mention three.
There is the method that scott discusses which is to buy solid companies that have a history of distributing increasing dividend payouts. Many people hold on to these stocks for …
I agree with a couple of small aspects, but overall, it's another example of "clickbait" by Marketwatch, which is one of the worst online financial media outlets. The funny thing is that people talk about watching CNBC with the sound off - sometimes…
One note: the reason for the OTC listing is because it's a foreign company - the primary listing is on the Canadian market. Since it is Canadian, you'd get hit with foreign withholding on any dividends (that's the nice thing about Singapore, you don…
It feels like Boeing/Airbus (air) and GE/Trinity/etc (rail) have taken their thunder. The stock has basically wandered/done not much of anything for a decade or more.
http://seekingalpha.com/news/1948615-sears-burns-through-another-750m-eyes-balance-sheet-help
Sears Burns Through Another $750M, Eyes Balance Sheet Help
"Sears' (NASDAQ:SHLD) operations burned through another $747M as it lost another $573M in a di…
"I did not anticipate the acrimony that many of the responders vented. "
You didn't? I wasn't upset, but you have a certain way of presenting your thoughts at times that may tend to cause upset.
"Just like in the technical analysis of market chart…
What they refer to as the 'AR' piece is the bond overlay,
Best, AJ
That's what I thought - I really don't think that should allow "absolute return" in the title. If a fund has "absolute return" in the title, that should cover the fund as a whole, …
I think there was an switch recently and can't really put my finger on why (maybe the somewhat lackluster reception for the Galaxy S5?) where Samsung has flipped and gone South and Apple has gained attention again. Maybe after the split, the average…
I read this post before there were any comments and went "Oooh, this is going to be interesting....."
1. I think MJG is never going to be pleased with this thing called the internet, which is effectively a massive pile of IMHOs from everyone about …
I own one of the CHS pfd shares (there are three different), partly because of the company and partly because the CHS pfd shares were incredibly stable in 2008. There are no common shares, only pfds. I remain on the look out for other pfds. I owned …
Why sell Berkshire? Just sell Coke. This whole saga is kind of ridiculous: I like Winters an investor, but not sure why he would think that his fund, which has about 1B in AUM and 4% or so in KO - would have any real influence on a company whose boa…
Valeant is an interesting animal, gobbling up other companies and attempting to squeeze more juice out of the lemons. It's really almost a private equity company with a healthcare focus. They've been buying up companies right and left.
It's been su…
"
So you have a fund going long and short based on what brilliant people think should work and they would have been better off just going long (and the more heavily shorted companies, the better) for the last 5 years or so.
Remember the Long Term…
"How would this strategy have performed during prolonged bull markets, like the one we have been in since the closing low on March 9, 2009, when the S&P 500 closed at 677?"
The implosion of the fund/s run by Andrew Lo (from the article below: "…
From the Tactical Hedged Futures Strategy fund prospectus: "ITB Capital Management, LLC, the Fund's sub-advisor (the "Sub-Advisor") focuses on writing call and put options that it expects to expire worthless. Call options expire worthless when the …
I'd go with SEQUX over FAIRX for many of the reasons that rjb stated. SEQUX is going to be more consistent over time. That's not to say that Berkowitz isn't a talent - and I say that despite lengthy criticism of his Sears investment and portfolio co…
But why does it have to be one or the other, when it's possible to have both? From today's TheShadow post, on a new fund's registration: Catalyst Tactical Hedged Futures Strategy Fund. [in 3 yrs, perhaps a fund only a mother could love?].
I think it…
I've often pondered investing in CTRP, but never did. Priceline did the other day, though. I think it's not not investing in China, it's trying to figure out what an emerging market middle class wants, which may lead you to investments in Asia OR el…
Also see:
FAYEZ SAROFIM & CO: Investing in Quality Companies
https://www.sarofim.com/assets/white papers/sarofim-quality-white-paper-2014.pdf
[Manager of Dreyfus Appreciation Fund]
Fayez Sarofim is a ginormous holder of Kinder Morgan shares …
Good info. Thanks for posting that. I'm following one of these stocks, and always like to see if Buffett has changed his number of shares of it.
Care to share which stock?
Also see:
FAYEZ SAROFIM & CO: Investing in Quality Companies
https://www.sarofim.com/assets/white papers/sarofim-quality-white-paper-2014.pdf
[Manager of Dreyfus Appreciation Fund]
Fayez Sarofim is a ginormous holder of Kinder Morgan shares a…
A number of people have said this is some sort of top sign. I personally don't think so - if anything, I'm surprised more fund managers haven't done it. How many managers have complained about investors that flee - Whitman, Berkowitz, etc - that's …
Ackman discussed having a public vehicle as far back as probably 2+ years ago, where it was thought that he was going to IPO a fund in London. There are a number of hedge funds in London that are public (see Meb Faber's "The Ivy Portfolio" for more …
As I noted in the other thread, buy healthcare and just own it.
I don't own any coal plays, but the only one that would interest me if I was looking is Westshore Terminals (WTSHF.pk), Canada's leading coal export terminal. We may not want coal, bu…
This was the same discussion that the analyst against Kinder had yesterday. Note the responses:
https://twitter.com/HedgeyeENERGY/status/498983237931134976
https://twitter.com/HedgeyeENERGY/status/498814704819531777
Just funny (read first comment)…
Are there any preferred shares associated with these companies?
There are some prfd's for the Kayne Anderson MLP funds (and I think they pay monthly?). Otherwise, I'm not aware of any MLP prfd shares.
KMI tailwinds help my individual MLP's, BX and K…
As for the above mentioned person who went on a crusade against all things Kinder, even Jim Cramer is slamming them.
http://www.thestreet.com/story/12840195/1/cramer-kinders-triumph.html
Added small amount of KMI, looking for other energy MLP options but probably will not have as much in the way of energy MLPs now going forward. Also kind of wondering about what the future of MLPs may look like - more of these kinds of deals to get …
Yeah, I lost my shirt with this fund (part of my Alternatives Sleeve), saw Andy Lo on Consuela Mack show several times. Might be a great professor, talks a great story, but managed to lose money in all market environments. Makes you wonder what…
Out of KMP, which was one of my largest holdings, pre-mkt. I wish I still owned the KMI warrants. Oh well.
Any word on whether KMI will now allow dividend reinvestment? KMR was essentially a DRIP.
A brokerage wasn't allowing you to DRIP KMI? A lot …
@Mark "KKR hasn't always been the model of corporate credibility..." Hahahahahahaha!
I just happened by the Tortoise funds website last week and saw they had eliminated two of their CEFs and shuttled their assets to other CEFs they run (which are…
So they are. Thanks Scott. I suppose I could have spent more than two minutes checking them out. No thanks to BX, I like my investments to be quite a bit more transparent than that. KKR hasn't always been the model of corporate credibility either to…
No thanks to MLP's, I'll just keep my KKR & BX.
Regards,
Ted
Those are MLPs.
http://fortune.com/2011/12/20/why-you-should-be-wary-of-blackstones-stock/
"Because of Blackstone’s master-limited partnership structure, investors own “units” rather…
