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.
I'm really kind of surprised at that (re: amount invested.) I have continued to stay away from adding more to the Pimco equity funds given the turbulence at Pimco and the manager changes that have taken place at the equity funds.
I've been selling …
Thanks for the kind words - I definitely make mistakes and have some unintentional successes. This was the latter - I have had a small handful of odds and ends investments in London (so bought in GBP). Trimmed some of them back and moved GBP back to…
I did a fairly lengthy post about this about a month and a half ago with some comments at the end. I do agree with a lot of the above. I DO think that people should be invested in energy. I DO also think that people should really lean towards the mo…
I took some money out of GBP very recently that had been put in in the low-to-mid $1.50 area. People were really negative on GBP a year or two ago, but boy, it's had quite a move on what has seemed like only *mildly* improving fundamentals.
According to M*, Healthcare facilities REITS are undervalued by 16%, and the market has made a mistake.
According to the market, Healthcare facilities REITS are valued correctly, and M* has made a mistake in its valuation assessment.
Who will be p…
A lot of non-traded REITs have gone public recently, none of them seem interesting (or haven't done well or both) as public investments, so I can't see how they were that compelling as private ones. The biggest example would probably be Chambers Str…
Ventas (VTR) would be the one I'd consider if buying today. I've owned it before at times. HCP and HCN are also popular choices. I think there still seems to be a lot of regulatory uncertainty around the group.
I guess one thought about Permanent Portfolio is whether or not delegating aspects of the permanent portfolio to other managers would be a better idea - gold/silver by investing in CEF instead, for example. I dunno. I think you could create an inter…
Jim Gaffigan: Gluten Free
Long Graincorp (GRCLF.PK), Archer Daniels (ADM) and Agrium (AGU). Andersons (ANDE) is another ag play, but one that is excessively volatile.
Added to Oaktree (OAK). Considering the following Canadian companies:
Onex (Private Equity)
Dundee (Holding Co.)
Dream Unlimited (REOC) and
Boardwalk REIT
Also, pondering MONIF.
Would appreciated comments from others on any of these names.
GLTA…
"or that there must be publicly held RE holding companies that are not organized as a REIT, that can invest profits in new ventures rather than distributing them. Anyone know about this?"
Not exactly that, but Brookfield Asset Management (BAM) was …
I'm tracking CM for the past several months. "CIBC." Canadian Imperial Bank of Commerce. They surprised to the upside lately with earnings and boosted the dividend a bit. Opinions on whether this would be a decent long-term holding? Shares are price…
Canadian energy is another previously unloved little sub-sector that has done exceedingly well this year. I owned (sold about a week or so ago) CNQ, up 37% for the year. I also owned Dynamic Energy Income (DWEIX), a heavily Canadian energy income f…
Josh Brown makes an error in his article, and I just sent him an email explaining it.
In his article he states:
"The Morningstar analyst quoted neglects to mention that her firm’s backward-looking rating on the Value Trust at the time was undoubt…
"Since the horrible losing streak, Mr. Miller has read a pile of books and research papers about crises in hopes of getting a better grip on what happened."
LMAO. That's hysterical. Maybe not being a robotic bull cheerleader might help. Of course, …
scott, it would appear that others have taken a look at Cheniere Energy as well. The price has more than tripled since Jan 2013.
Old_Joe, our administration calls it redistribution, not bending over.
True. I was just noting the name in regards to…
"My fellow Americans, once again I say "Bend over!""
Surprised?
" It will come as no great surprise when our feckless congress begins to loudly shout for American energy exports to save the world from Putin. Anyone not in agreement will be painted…
Thank you for the information - I find these sort of "on the ground" observations highly useful in making decisions. I still have holdings in five Asia region single companies and some assorted funds, but am not planning to add to any.
I think Motif is still quite interesting, but the question that came to mind this morning was can I reinvest dividends?
From their website:
"Do you offer dividend reinvestment (DRIP)?
No, not at this time."
So, unfortunately wouldn't work for me.
As noted prior, the president squandered a big opportunity by not promoting infrastructure projects to put people to work during the crisis. Power plants, highways and bridges, transportation and such could have been started with lasting results. …
Seriously.
You're not seeing any of this?
If you're doing well, you're definitely doing well.
Do I think there's another 2008 tomorrow? No, but you see some overbuilding in things like hotels. There were a whole lot of hotel projects in major cit…
http://quotes.morningstar.com/stock/nlg/s?t=XSTC:NLG
Worth noting. SFGIX owns about 2% of the total assets of this Vietnamese conglomerate: NLG. It looks--- with a 3-letter ticker --- to be a type of animal unfamiliar to me. And it looks brand-new…
"Comcast forces you to support failing and or low viewership channels by packaging them with high demand programming. "
Like CNBC....which they own.
http://www.zerohedge.com/news/2014-06-24/cnbc-viewership-drops-lowest-1997-cramer-has-worst-month-…
"HYigher Rates": cute! Been my experience that what "consumers" don't worry about is usually exactly what happens.
Regards-
I'd also question whether or not consumers have really "run the numbers" in terms of what even mildly higher rates will mean…
I'd actually thought about investing in IAC Interactive, who was one of the primary backers of Aereo, but I guess I just didn't care about the other 99.5% or so of the company.
"The investment time span is likely two-five years after which time it would likely be used as part of a down-payment on a house."
As for the home purchase process - prepare for stress - I think as easy as it was several years ago, it swung in the …
"The Quants" is a highly entertaining read that is one of those books on finance that moves along at a rapid, movie-like pace (similar to Michael Lewis books.) Asness has a famous temper, but I think he's highly intelligent and occasionally very fun…
...and it's already been hacked.
http://techcrunch.com/2014/06/20/yo-app-allegedly-hacked-by-college-students/
Also, for people who want to send "Yo" to friends, they can also pay $26.99 for $20 in quarters to do laundry.
http://www.businessinsid…
The thought that I had once was to buy the Pimco long stock fund and short stock fund in equal amounts, effectively cancelling each other out, then take the frequent distributions. However, the enormous distributions that the Pimco funds have often …
@Scott -
If this market can stand my actually buying something it's more solid than I think it is. You staying with MFLDX? Just curious as to your thoughts on that.
OJ
I haven't sold any of it, but wouldn't rule out selling a little bit if I wa…
