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 @BWG: You know, the funny thing is I was just starting to look into SBY yesterday but didn't really get past surface research. (http://seekingalpha.com/article/1063261-ipo-preview-silver-bay-realty-trust, http://seekingalpha.com/article/10…
My favorite bit: "I heard you have to have an adapter to use the dock on the new one." "Yeah, but they make the cooooolest adapters."
I have nothing against Apple or Apple products, but I think it was overhyped as an investment - the time to sell w…
Reply to @Charles: "Scott, you're going to laugh, but I recently bought Pandora P after its plunge. Quickly made about +10% and protected myself with a -6% limit stop...only to get stopped-out and subsequently watch it go up 30%!"
Sorry to hear tha…
Reply to @tgeno: I think that's a good choice and something that I've been pondering adding as a long-term holding. Excellent article on UN and developing markets on Bloomberg the other day (http://www.bloomberg.com/news/2013-01-02/unilever-doubles…
Reply to @BenWP: Past performance is not an indicator of future results, but if you're a long-term holder and have become disappointed, it may be worth looking around at what else is available.
Reply to @Investor: "The generations of the past had vision for future."
They also had (and this is someone speaking who didn't grow up in that era, just my opinion) and entirely different ethic and mentality than you see today. There was some des…
Reply to @hank: Thanks!
I don't have anything against bonds in the way that I might a company that I don't care for and think I would short if I could (to throw out an example, Gamestop.)
The thing for me is:
1 Everyone and their cousin is goi…
Already kinda happening. There is a new store in Seattle (opened by a former Amazon exec) that's a men's clothing store called Hointer. Only ONE of each item on display. You scan a QR code with your phone (and I don't understand how you can even use…
Reply to @Mark: I do think there are some values in energy (especially in Canada), but the majority of my allocation to energy is also to midstream (particularly Kinder Morgan.)
Reply to @hank: "For 2013 - Bonds will continue to run for part of the year. PONDX may be up another 20% by April 1 ... (Eventually) higher yielding bond funds stall-out and returns turn negative .... Perhaps in 2014, "bondslide" and "bondbust" will…
Energy hasn't done well for a year or two now, although Canadian energy (and as of 9/30, OAKBX included Encana, Cenovus (together make up about 5% of the portfolio) has done particularly badly, with some of the bigger names not that terribly far off…
I would not invest in TPNTF (the actual fund trades on the London market, TPNTF is just a pink sheet foreign ordinary share), as Third Point Offshore traded with an absolutely enormous discount during the financial crisis (at one point nearly a 50% …
Reply to @Mark: I think when dividend taxes went up less than expected, MLPs really jumped. I have a couple of MLPs (and one Canadian spin-off) as well as a couple of MLP parent co's and they have performed exceedingly well since the start of the ye…
Buying and/or adding to equities here-and-there that primarily 1:) provide income and 2:) I have a longer/long term view on. Additionally, I'm looking more for enjoyably boring names lately.
Reply to @hank: "What's a conservative investor like myself & many here to do?"
Personally, I'm looking at a BMY or JNJ or the relatively more boring side of health care, which offer appealing yields. One of my long-term views has really been t…
In theory I absolutely agree, although I tend to be a bit concerned by Goldman's extraordinary record of doing the opposite of what they advise. However, even if this is a short-term "do as we say not as we do", I think what the article discusses is…
Reply to @Skeeter: "I’d rather get my income generation form the equity revenue side of a company rather then the debt service side although I do own some bond funds in my portfolio because I believe in diversification."
Well - and this is not agai…
Reply to @catch22: 2012 special dividends may effect payout %'s for some companies, but I think the whole thing is more the idea of more people going for well-established companies with a history of growing the dividends over longer periods. The Coc…
I think even with higher taxes, dividend growth investing - solid, established companies that can (and have a history of) raising the dividend over time - is gaining in popularity, for reasons such as what Skeeter discusses up above. Not gaining in …
Yay, Marketfield didn't win (although I'm pretty surprised TFS Market Neutral won instead..)
I will say the Virtus funds don't get a lot of respect because of Virtus, but the subadvised funds are well-managed by Rajiv Jain, whose EM fund has an enj…
I said a few years ago that QE will continue and continue, as I believed (and still believe) that once this was the chosen path, it was going to be difficult/unlikely to get off of it. I'd love to see any sort of exit plan from the Fed. I don't bel…
"TLT, TBT 2:40 PM ISI Group isn't buying it, telling clients to fade any market moves predicated on a more hawkish Fed, even if we get a strong employment report on Friday. The hawkish remarks are from the same meeting where it was decided to add $4…
Reply to @catch22: Personally, while points of purchase are important, I think keep a smaller bond bucket, introduce boring equities (J and J, P & G, etc) or something like SPLV, maybe a little DEM for EM income. Something like J & J is not…
Reply to @hank: And dividend rates also apparently went to 20, which is not as bad as some expected (some thought that they could go into the mid-30's.) MLPs and other dividend plays doing well as a result.
I think there will be down days after the recent rally, but the direction continues to be up, despite negatives.
I was a little astonished to read that someone like CNBC frequent guest Dennis Gartman, who's so vanilla (which makes him perfect to b…
Reply to @Mark: Another one that I own is Enbridge Income Fund (EBGUF.PK), which is not mentioned as much due to it being a Canadian-listed spin-off of the pipeline co. EBGUF pays a monthly div and yields about 5%, it owns pipeline assets, but also …
Reply to @rono: The utility idea (the "If you can't beat them, join them" is, I believe, the technical term for that method of investing) is a good one.
One of my main themes has been hard assets - if I can get a nice yield, like the business and g…
I tend to think the eventual result for the bond market will be similar to what must happens after this guy does one of his eating challenges:
This video shows a professional eater eating the entire Hobbit menu at Denny's. That's about 8,600 calo…
Reply to @bee: Haven't done much research into either, yet, although at first glance I did find the idea of somewhat alternative takes on REIT funds interesting. I'm kinda waiting for REITs to come in a bit to add anything more RE-related.
As I've …
People are running to yield, although it would appear they're doing so more heavily in fixed income. Personally, for the dividend stocks I do own, my view is if I like the business, like the assets (and I think assets are a major consideration to me…
Latest week inflow/outflow:
http://ici.org/research/stats/flows/flows_12_26_12
More outflows from stocks (which seem to have picked up in the last few weeks), but also outflows from muni bonds.
