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cman..I think you solved the intrigue. Bruce holds
Intermune Cv 2.5% 2.06 % of portfolio
and a smaller position in InterMune, Inc., 5.000%, 3/1/15 convertbles.
BRUFX site
Welcome to the Bruce Fund (Ticker: BRUFX)
Bruce Fund's Current Price …
Bruce Log-in page.Crash for now!Doubt the price but we can hope.
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Related to cash holdings in a M F
David Glancey Portfolio Manager PVSAX PYSAX
Q &A
You have often said that you hold a significant
amount of cash in the portfolios to act as
“dry powder” if you should see buying
opportunities. The cash positi…
Reply to @mcmarasco: Here is the link from Ted's original posting concerning the rebalance and "graduation".It's a good read. An excerpt.
"The kicker here is that, in May, both Qatar and the United Arab Emirates will graduate from “frontier” to “eme…
Reply to @Ted:As a Chicagoan I'm sure you're
familiar.In the old days,if you called BRUFX ,you talked directly with the manager. Excellent long term performance even with the '07-'08 down draft. No brokerage or fund super market availability.
http:…
Reply to @Heathbob: Generally agree ,but I did buy this C E F monthly payer late last year in my Roth as a diversifier/income generator.
http://www.principalcef.com/thefund.php
As in any closed end fund using leverage,there are risks.
"Since the las…
Reply to @rono:
Good news with miners after hours.
Coeur d'Alene Mines (CDE +7%) reports a significant increase in mineral reserves
http://seekingalpha.com/news/1574911-coeur-dalene-reports-16-percent-increase-in-silver-reserves-12-percent-in-gold…
Waiting for our own Shadow(good as anyone in informing us of changes,closings,and new opportunities in fund investments) to post info concerning Mr Krug's new position @ Artisan Funds
OVERLAND PARK, KS, November 21
, 2013
–
Ivy Funds today announce…
Mixed views from analysts in precious metal markets.
Gold last year tumbled the most since 1981 after some investors lost faith in the metal as a store of value, while U.S. policy makers signaled they will slow stimulus. The price has climbed 10 per…
Reply to @finder: Last week I exchanged some of my WAFMX into MFMPX shares for some of the reasons being discussed here.Ms Garitz is now responsible as manager or co-manager of over $3 bill in fund assets in three different funds.
Here are some s…
Reply to @JimJ: Is that a bit of sarcasm I sense? Good luck in your research and choices.
From last paragraph of Marketfield's year end commentary.My emphasis.
As many of you are aware, the fund has experienced remarkable asset growth during the pas…
Reply to @mcmarasco: Here is the link from Ted's original posting concerning the rebalance and "graduation".It's a good read. An excerpt.
"The kicker here is that, in May, both Qatar and the United Arab Emirates will graduate from “frontier” to “eme…
Precious Metals Up/$$ Down
http://www.kitco.com/finance/futures/
After yesterday's big decline in response to weak economic data, the 10-year Treasury yield is higher by a basis point to 2.74%. Gold continues a big rally for the year, up another 1.…
Reply to @JohnChisum: Improving or not, as an old ad asks,"Who do you know who wants to buy a car?" (or a house).Who's afraid of a little risk?
From Seeking Alpha Feb 12-13
Morgan Stanley issues warning on auto loans
TRW Automotive Holdings (TR…
Reply to @JohnChisum: Not relevant to this discussion but a look @ the future.
Ownership of other countries’ land and resources is a thorny political subject in Africa, Ukraine or anywhere else. But China is uncompromising in trying to secure the ne…
Josh Brown/Reformed Broker
New Federal Reserve Chair Janet Yellen spoke to congress today for the first time. The Wall Street Journal’s Jon Hilsenrath plucked out this bit from her prepared remarks re: the tremors in emerging markets as stimulus win…
Or Up!
Boeing sees Asia-Pacific fleet nearly tripling over 20 years. Asia Pacific region would need an additional 12,820 jets valued at $1.9 trillion over the next 20 years. It said the fleet would rise to 14,750 in 2032, from 5,090 in 2012.
http://…
I knew that I had added a comment to that particular discussion and traced back to it through my profile page that includes a history of of my discussions and comments.I don't know how long they are archived there,but it is handy for review.(and to …
Same here @ T D with a $200.00 subsequent investment minimum.
WHITEBOX TACTICAL OPPORTUNITIES INVESTOR-LOAD WAIVED
Fund symbol: WBMAX
Initial IRA Minimum Amount: 1,000.00
IRA Subsequent Amounts: 200.00
Canada/Alberta will move their product somehow someway.
Energy
KELLY CRYDERMAN
CALGARY — The Globe and Mail
Pipeline expansion moves ahead in Alberta
While controversy surrounds the proposed Keystone XL and Northern Gateway projects, a number…
What?
Advisers skeptical of Obama's 'myRA' plan
The voluntary proposal, with no option to invest in stocks, could be doomed to failure. One adviser says the plan "isn't going to go anywhere."
Investment Advisers Skeptical
http://www.investment…
11:44 AM ET Seeking Alpha
EEM
Emerging market stocks enter bear market
The MSCI Emerging Markets Index (ETF: EEM) is off 22% from a peak set about three years ago, with the most recent slide coming as currencies tumble. Central banks have begun…
Reply to @scott: Just bought a little CSG this A M. Shout out to SEEDX ,a top 10 holding in the fund.
From Oct 2013 Milw-Chicago corridor.
Amazon.com Inc.'s distribution center planned for Kenosha, and its 1,100 full-time jobs, will carry an impac…
Watching OAK 58.88 -1.43 (-2.37%) and OZM 14.90 -0.59 (-3.81%) and the others mentioned for further price erosion.Looks like the smart money is buying up distressed Chinese debt,which may weigh on world markets as it becomes more exposed.
Friday, …
TORONTO - The Toronto stock market closed with a solid gain Monday as investors largely brushed aside data that indicated China's economic growth rate has slowed slightly.
The S&P/TSX composite index came within a whisker of closing above 14,00…
MFMPX for E M / Frontier exposure.Load waived @ Schwab & T D Amer
"The Portfolio remains overweight such
countries as Saudi Arabia, Laos, Pakistan, Romania and
Panama where there is sustainable reform-led growth
and reasonable inflation. Kuw…
Like most Value Investors in this environment,patience is preached by these managers."Melting ice cubes" was the buzz phrase used in the short side discussion,as in ,unsustainable business models, in referring to many of their short ideas.Also some…
What Is Fair Value Pricing?
If a U.S. mutual fund invests in securities that trade on foreign exchanges that close before the U.S. stock market closes, the fund must adjust its net asset value (NAV), which is an investment company’s total assets…
E M/D M Overview
Emerging Market Equity Allocation For Q1
By Marc Chandler | Market Overview | Jan 15, 2014 05:15PM GMT
INTRODUCTION
"EM and DM equities diverged in 2013, as MSCI EM (-5%) and MSCI DM (+24%) moved in opposite directions for th…
Here is the mutual fund version of SZC. Quarterly distributions .Not for income investors,but a play on North American energy, from the geology phase to your local gasoline pump/gas meter and everything in between.I own the M F and
will $$cost ave…
Longer Perspectives
http://seekingalpha.com/article/1928381-Asset-Class-Returns-From-2004-To-2013?source=email_portfolio&ifp=0
Plenty of Graphs and Historical Comparisons Here;
Let J.P. Morgan be your Guide. Welcome to the interactive Guide to t…
Reply to @Accipiter: That was the same sentiment expressed by solar company investors in today's trading!
GT Advanced Technologies 9.12 +0.40 (4.65%)
https://www.google.com/finance?q=NASDAQ:GTAT&ei=_CLGUpDoIYaxqQGRTg
Guggenheim Solar ETF 3…
Oil Price News
by Rory Johnston | 01 January 2014 00:00
"Transportation is a hot topic in the oil industry at the moment and companies are ever searching for new means to get their product to market. As environmentalists continue to use every metho…
