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.
Reply to @msf: K-1 forms are not awful as much as they are mildly annoying. They do not come out until around late Feb and some arrive as late as first week of April. I own a number of various MLPs, but I choose to cap it at a certain number of K-1s…
I like Brookfield Infrastructure (BIP), the spin-off MLP of Brookfield's specific infrastructure projects. Opportunistic and diversified, this company has an an assortment of things from ports to energy infra and to South American toll roads and mor…
Anyone ever investigate this service further? I'd forgotten about it until the other day and it appears they have continued to offer more and more "motifs".
I frequently read SA and occasionally get a tidbit or two out of articles. I've pondered sitting down and writing a couple of SA pieces just to say I have. There are some articles that I just skip - "Such and such is set to double!" Some terrific wr…
Reply to @Charles: The XBOX is a fine product and occasionally MSFT looks like it's getting it (your phone and PC interacts with the XBOX) . That said, you have so many failed acquisitions (http://www.businessinsider.com/microsofts-15-biggest-acquis…
Reply to @Charles: I have an XBOX 360, but quite honestly, I've mostly just played the "Halo" games, which I consider effectively the modern day "Star Wars".
I think the XBOX 360 has made tremendous strides in terms of being a complete home media c…
CNBC discussing server farms located near govt buildings so that news releases can be sent to traders a couple of milliseconds before everyone else. The building they are discussing is owned by Coresite (COR is the symbol, it's a REIT.) You have a c…
Reply to @Charles: It was thought that RSH was going down the tubes. The CEO came out and said no.
Thursday, July 11, 2:56 PM Shares of RadioShack (RSH -17.5%) fall further into the abyss with reports out that the company is looking to hire banker…
Reply to @Investor: former CNBC anchors Charlie Gasparino, Dennis Kneale and highly annoying former CNBC anchor and "Little House on the Prairie" actress Melissa Francis have all already gone to Fox. Oddly, Joe Kernan has not gone to Fox, although …
Reply to @Old_Joe: i think it's not a matter of jumping full in, but scaling in reasonably. Personally, I think there's also long-term themes, including tech (especially mobile - not the handset sellers, but those who provide services), aspects of h…
Reply to @hank:
CNBC: "Egypt is not effecting oil, there's no oil in Egypt!" "Housing is not going to be effected by interest rates!" Etc etc....
I got cable again the other month (there was a deal, I figured I'd try it again) and regret it. 110 c…
One starts to question if QE and ZIRP will end before another administration takes office. If Yellen or Summers (please the former instead of the latter if those are the two options....) takes over for Bernanke, it's going to be more of the same.
Reply to @Old_Joe: Watching Bernanke Q & A - mentioning next-to-nothing about the possibility of tapering and a lot about being accommodative for the foreseeable future (normalization of monetary policy down the road in reasonable time, he "hop…
Reply to @Old_Joe: "and exactly why my cash is at 80% until the market sobers up, if it ever does."
So you're going to be that way for a while I'd likely guess. Given that the mentality remains fixing financial alcoholism by giving more alcohol and…
I took the downturn in Brazil to start a long-term holding in AmBev (effectively LatAm Budweiser - also distributes Pepsi in LatAM and beer - Labatt - in Canada) Globally recognizable, broad appeal and terrific dividend policy.
I'd be happy to look…
Reply to @TSP_Transfer: SQM is highly interesting both from the standpoint of lithium and plant nutrients. However, it - like everything else basic materials - has been creamed (see also things like POT/Potash.)
Mortgage rates locally were around 3.6-3.7% at the end of April/first week of May. Those places are now around or at 5%.
As for Hussman, it's pretty impressive he still has as much AUM as he does.
I continue to think Japan is a trade and not an investment. The underlying fundamentals are not getting better. I sorta like a couple of companies, but one isn't high on my shopping list and the other I pondered too long and have totally missed out …
I don't think you'll see the lowest rates again, but I don't think rates in the 2-2.5% range are over. Given momentum though, it may get to 3% real quick before heading back down.
Reply to @Mark: I was wondering if anyone was going to step in with the LINE situation. That's just insane what happened to that company and apparently it happened during a quiet period for the company (?) so they're probably limited in what they c…
Reply to @BWG: DVA and FMS went down substantially earlier this week because I believe there was possibly going to be less govt reimbursement for dialysis programs. mid-to-long-term, however, I agree with your outlook. NSRGY I'd like but wish it pai…
I continue to think energy co's are one sector that remains cheap - a number of them (Chevron, Shell, Conoco, Exxon, etc) trading at or near single digit P/E's and offering very nice dividends.
Additionally: mortgage apps drop 16% to a 2-yr low- al…
Reply to @Kaspa: Peer-to-peer lending has taken off rather significantly in other countries (Jacob Rothschild invested in peer-to-peer lender Zopa;
“We are witnessing the growth of the non-banking lending market,” Lord Rothschild told the Financial…
Market heading lower due to concern about Egypt. Oil co's doing well (COP, CVX, etc) WTI Crude hovering just under $100. I'd be rather concerned about the market in the short-term with oil at these levels.
http://www.zerohedge.com/news/2013-07-02/o…
I think it's an interesting indicator of psychology, but not much more than that. I would not use it to predict anything because a fund flow trend can go on for much longer than one would think. I do look at what I believe to be oversold - emerging …
I'll agree with the thoughts on the commentaries, which have gotten better and better (and continue to get even more detailed.)
As for the Versus Real Estate fund, a slightly similar alternative in some regards (some exposure to private real estate…
Reply to @Hrux: " I think most on this forum do not fully comprehend the intricacies here and encourage you to read up on the PP at this blog"
This may result in some interesting responses from other forum members...
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"I have also researched qu…
Reply to @JohnChisum: There has been a number of periods in the last few years where people have fled from EM. It's a matter of all the money sloshing around the world, too. Personally, I think these periods offer nice buying opportunities for those…
1. I like the show, although maybe a tad less than I used to. The problem I have with cable is that if "Pawn Stars" works, then there's "Cajun Pawn Stars" and a bunch of other shows like it. There's something like four "Storage Wars" versions.... Oh…
Reply to @Hrux: I don't know if it's "right" or "wrong" but performance vs expectations. I don't think the WF fund has done badly (it's done pretty well considering what it is and what should be expected), but it's just a matter of "don't expect a …
Reply to @kevindow: Thanks - that's so funny. I saw the diversified EM tag on Morningstar, then looked closer at holdings and should have noticed all of the top holdings are on the Hong Kong market.
"And if they don't have what I want this month,…
I think the Wells Fargo fund (which I think used to be an Evergreen fund?) is interesting in theory and it's done fine, but it's really not something I would expect a great deal from - it did lose I think something like mid-teens % in 2008 and gener…
Reply to @ron: KMR has continually traded at a variable discount to KMP. That discount has closed a bit over time but shows no signs of approaching matching KMP. It may eventually - the company discusses the discount as "an attractive opportunity" o…
