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.
okay, assuming stocks come under pressure today due to Greece, what under-pressure stocks would you be looking at? I assume not the health ones too much, since by and large they're resistant to world events, at least in terms of a real playable sel…
"Why not HQL? Just sit back and collect the div. Can also invest in private companies."
Thanks @scott. I had forgotten about that one. Definitely worth a look.
No prob. There's also sister fund HQH, but that's less biotech.
In terms of individua…
@TSP_Transfer ,
I have ROBO on my watchlist but I am surprised at the lack of interest. I sense this area will really take off.
In the biotech sphere I am looking at IBB and SBIO both of which have been mentioned here. Also a stock MDVN. Right now…
"Suddenly, millions of small investors who were crowding into brokerage houses, spending the entire day there playing cards, trading stocks, eating noodles and cheering on the markets with other day traders and retirees, are feeling depressed and an…
Hi Guys,
Like Scott, I too look forward to the upcoming WealthTrack interview with David Winters. I learn from a master.
It will be informative to learn if some of his fundamental guideposts have changed recently. To test that possibility it is …
You can peer-to-peer pay using Google Wallet. Admittedly, Apple has refined and improved upon the user experience, but Google Wallet does offer it and that doesn't really indicate Google's intention to become a bank.
But, beyond anything else and I…
I've thought about this since it was originally announced. Apparently this was in NYC (although perhaps it was only caught in NYC and has been going on everywhere.)
One of the CEOs said this:
“We know they’re unintentional because there are mistak…
True pudd but I really like the HC REIT concept for the long term. People will absolutely live longer and senior, assisted and full care facilities will be the benificiaries of this. I see the building of more units here in upstarted NY and I see i…
Doubleline is in LA.
Oaktree still owns a considerable % of Doubleline. Will be interesting if Doubleline ever goes public.
As for the topic, I'm not sure location of a fund company results in added insights but that's just me.
At some point Congress may invite Illinois to leave the Union. Then Illinois could form a new nation with Greece, and everybody can retire at 57.
You know, with all the financial engineering going on, I'm surprised that they don't take a relatively …
Hi MikeM!
My friend who taught me the game said, "Buy when you can't mark it to market; the spread is your friend." Then again sometimes you win or not.
God bless
the Pudd
p.s. REITs....what about rates rising?
If they're rising for positive reas…
A few thoughts:
1. I had no idea this fund was coming out. I got an alert because I own two of the other funds and was surprised to see it. There was nothing about the fund on the website yesterday.
2. Are there really enough major foreign healthc…
So dumb.
Feels a little desperate, too.
"Yep, I'm sure that these businesses will not relocate out of Chicago or even Illinois, because the taxes will only go for good works. "
LOL, like this?
http://www.nbcchicago.com/investigations/How-Chi…
Please tolerate opinions from the right as the left expects the right to tolerate opinions from the left. Tolerance is in fact bidirectional.
LOL. What a world it would be if that actually happened.
There's little tolerance of opposing politica…
Well, the president says everything is okay, so...
http://www.marketwatch.com/story/obama-says-markets-have-properly-factored-in-greece-risks-2015-06-30?link=MW_home_latest_news
"Admittedly, low rates have been somewhat artificially induced by Fed policy,"
Somewhat?
"Likely, were we anywhere near the dire straits of Greece or Pureto Rico the opposite would be the case. Our currency would be nearing worthless status. "
I…
He is the Justin Beiber of bonds, after all
http://www.forbes.com/sites/steveschaefer/2014/06/19/pimcos-bill-gross-in-his-own-words-im-a-70-year-old-justin-bieber/
Funny how he's rarely on CNBC after leaving Pimco.
@scott
draft rules that would permit the state pension fund to invest up to 30% of its net asset value in securities
Oh, dear.... and where permission is granted, some enthusiasm/participation is expected, no? [after all, it worked out so well for s…
China up because they are creating a managed market where they want people to put their money in the stock market rather than housing. It will probably end badly - it's already turned their market into something that moves like a 3x etf.
"Late on M…
I was chuckling as I posted that, thinking of what you'd have to say. You didn't disappoint! :)
Well, I mean it is what it is. Throwing money at Greece doesn't solve Greece. We'll be having the same conversation in 6-12 mo. If the first bailout a …
"“This is not about politics,” said Puerto Rico’s governor, Alejandro Garcia Padilla. “It’s about math.”
I don't disagree with him. That said, they won't be bailed out unless it becomes so bad that they have to and if that's the case, it opens th…
Quotes like that will surely pizz off the other leaders who now feel like they have wasting time and energy on a country that doesn't care.
Or apparently wants to sue them lol
http://seekingalpha.com/news/2605345-greece-threatens-to-sue-europe
ht…
Tsipras is acting like he won already.
http://www.bloomberg.com/news/articles/2015-06-29/tsipras-says-european-leaders-won-t-dare-kick-greece-out-of-euro
LOL. Honestly, if they do get another deal and they kick the can again on Greece, it's honest…
Obviously, my view can change as things change, but if Gilead did come back in after the run recently and retested the breakout around the $115-116 level and held, depending on where things are at that point I'd consider adding some back.
Probab…
REITs are doing okay today because interest rates are back down due to flight to safety. REITS have not done well this year - as Sven noted - because of rate hike worries.
" If you're not comfortable holding (investing) what you have now in the event of a crash or correction then adjust your portfolio accordingly now before either event unfolds. Never invest what you're not prepared to lose."
This, exactly. If you're…
As for Greece, I would think they will default. They have five (5) times already, so what's one more?
God bless.
the Pudd
You have a world where governments are desperate to maintain status quo.
As for China: "
The policy easing should be vie…
