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Puddnhead

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Puddnhead
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  • Hi guys! Hope all is well with you and yours. So, what a run since 23, no? Finally, healthcare rises this year. Fido numbers say FSMEX 6.39%, FSPHX 5.49%. These funds I wanted to sell but they were so bad. So now they rise in a bad time....the …
    in Healthcare Comment by Puddnhead March 1
  • Hi guys, This week (Monday) am selling: CEMDX, EACOX, FEDDX. All out of International. Made some pocket change and happy for that. Why? Dollar high, interest rates higher for longer, US slowing.....so will the world. I read a piece a while b…
  • Hi guys, Some old news..... In the pullback, bought some PP&L for Mrs. Pudd's IRA --- a small starting position. Bought it at a 52-week low. Will add from there. It's a long term hold.....she is still over 90% in CDs. Me? I'm still losing…
  • Hi guys, Thanks. I didn't know that, so cross that off the investment list. God bless the Pudd
    in REITs Comment by Puddnhead October 2023
  • Hi guys, Thanks for the posts. It seems to me these Pharma companies will not win as sma3 said. It will turn everything upside down and cause chaos for years to come. I mean someone has to set prices for drugs.....so why not the biggest user, Me…
  • Hi guys, Did some selling. Sold PARMX. It's been a long time coming. Wanted to sell it before Covid, but just didn't get it done, so did now. And also sold FMILX. Just taking profits right now. With July (the end of it) and August (the weak …
  • Hi Derf, Thanks for your post, Pay My Bills.....lol. We'll see....it could take a while. Maybe start out with some longnecks and move up to a good bottle of whiskey if things go well. That would do for the short term. God bless the Pudd P.S.,…
  • Hi guys, Some old news on some buys. Have opened positions in BOGSX and HTECX. Looking to get into smaller funds. Hoping to do better than just holding the big stuff....instead of holding only the Magnificent 7.....lol......I think there was a …
  • Hi WABAC, Yes, the wife is 63 and retired from the United States Postal Service in 2021. Her 401 came from TSP in January of 2022 in a large cash lump sum transfer that was put in Fido in CDs..... at the time...... to work into the market. FXAIX w…
  • Hi guys, Thanx for all your responses and ideas. You gave me a lot to think about and research in the days to come. This is going to be slow and take a while. Again, thanx for all the input. God bless the Pudd
  • TheShadow, Who knew?.....The Fido platform doesn't say it's closed. Have owned this fund for quite a while. Never knew. Thanks, Shadow! God bless the Pudd
  • Hi guys, This is a fund you don't hear about anymore....once much loved....now, a backwater and forgotten fund. As far as any changes to the fund, they seem to reflect the change in time or market since Covid, so they worry me not. I have it on a …
    in VWINX Comment by Puddnhead December 2022
  • Hi MikeM, Hope those Bills are doing well for you. QRSVX I see is big in tech...almost 25%. Is that good? What I do like is the 10% cash. Like that a lot right now. Also a very small fund that is good on the way up. I think the selling is done…
  • Hi Crash, Good to hear from you. Hope Hawaii is still good to you. QAT is a bit much. I had to look where Qatar was even though I knew it was in the Middle East. So, I'll pass, but thanks for the kickback. BenWP, BRSVX is a no go at Fido, but i…
  • Hi johnN, Good to hear from you. Hope all is well with you and yours. I am very interested FXI. How long have you owned it, if you do. And what are your views on it? Seems pricey right now, no? But I do like it. God bless the Pudd
  • Hi Derf, Yeah,....revamping things right now. Moved taxable money to Fido from Ally and did CD ladder for now. Still have some cash in there for ETFs or funds. Also have Mrs. Pudd's 401k (from the post office) now IRA finally in Fido. Also did a…
  • Hi stillers, I think this is the first time I've talked to you but have read your posts on M. Saying that to say this: FSELX I sold last year due to rising rates. This year my point is......are you not early in the buying of it along with FSUTX?…
  • Hi BenWP, Good for you. I'm a Ron fan just like I was a Michael Price fan years ago. BCHCX was on my buy list but with healthcare slowing the last 2 years, I did not buy. But did add to FSMEX and FSPHX and am waiting for a pop in healthcare. Wi…
  • Hi catch22, Thanks for your post....very informative, bro. Saying that to say this: didn't the U.S. do something to our banks? No different. We helped you so we own you for a time, no? This too shall pass....saying that this is a trade not a l…
  • Hi JonGaltIII, Yes, he is a great man. I also like his interviews. Also own one of his funds. Very volatile.....great on the way up.....not so going the other way. Still I consider it core so I will hold. The fund is BWBFX and will add on weak…
  • Hi Crash, Yeah, I own FICDX. It's something I bought a while back. My reasons for buying.....I saw a piece on Canada's banks---highly rated....better than the U.S. That's one reason. The other is commodities. They've got them. The world needs …
  • All, I managed to parse this from my digital subscription. I value their content and feel compelled to properly cite and gracefully share: The Economist Business Mar 26th 2022 edition Surge pricing Mar 26th 2022 How companies use AI to set price…
  • Sorry all! The experiment didn't work. But thanks for playing :) God bless the Pudd
  • Hi Shadow, Yeah, I think I'm going to take a pass on PP&L right now. Too many moving parts right now, but will follow. Thanks for your posts. God bless the Pudd
  • Hi guys, Thanks, Shadow, for the article. I knew about the UK sale and the dividend cut but not about the Rhode Island buy. And, yes, rates change here in PA. You can choose your distribution company whenever.....you just have to be mindful of a…
  • Hi Mike M, PP&L is Pennsylvania Power & Light.....a utility. Why? They just cut the dividend. I saw a media piece that stated if you run a tractor trailer for a full day and then recharge it, it would take the power of 340 houses. Say, w…
  • Hi JohnN, My! You got balls and timing, big guy....lol. Well done! I'd say this longneck's for you, but I'm going for the Crown Royal. This Crown's for you! Also, I put it on my watchlist because I'm not sure we're done going down. God bless…
  • Hi Catch, Yeah, I looked up ARKG
  • Hi Catch, Please don't get naked. I go to the gym and I've seen enough.....lol..... The ARKG fund I've never heard of....I will look it up. I forgot you have so much in healthcare. Me? I'm about 11% or so. I guess I expected a bit of a smoothe…
  • Hi Crash, I remember that line. He said many times and I loved it. Glad to see you're in bonds. I forget.....where do you live now? Silly me. Want to say Hawaii for some reason. I don't get here much anymore, so I forget. Please forgive me. …
  • Hi MikeM, No, I did not.....thank you. I still remember seeing them on a small black and white TV. As a child, he was my favorite......always wanting to help. I used to laugh so hard I'd cry. Those were the days...so simple and sweet. On anothe…
  • Hi Hank, What a great post today! I needed that. Hemingway fireside read....just to forget about the red today. Thanks! This longneck is for you, Bro.....and the second one, too! God bless the Pudd
  • Hi Cecil, Listened to FIDO today. They had TCW guy on about bonds. Some things said were the cycle looks late because of Fed. Trash is king right now. The economy can't handle big rate rises now due to leverage. Inflation should fade later. P…
  • Hi Skeeter, VYCAX - So what is float adjusted market cap anyway? And what do the options do for the fund? Also, derivatives and futures with portfolio lending seems rather busy to me. I assume all this is to generate income for the fund. God bles…
  • Hi John, No. Have not added FSEAX since August. Will add if things get bad. Am still up on this fund. Hard to believe, really. Fido said they think '22 they might loosen interest rates, which would help. Just watching now... God bless the Pudd…
  • Hi Skeeter, Yeah, I'm with you.....equities up; bonds flat to down right now. Looking to sell. Raising cash for the taper that's coming. It's been a good first half, so I can sell and sit in MM for a while. Funds I will buy on pullbacks are: W…
  • Hi guys, This was a good little fund.....that was its problem. It was small......$15 million. So they closed it and rolled it into the bigger growth fund. It's all about money for the company, nothing else. God bless the Pudd
  • Hi wxman123, Yeah, it was (FMIJX) a top fund, but no more. Nothing lasts forever, as I always said. Don't love what you own. JOHAX: yes, owned it. Had 1 good year and sold it. America first, big guy! We have the money to support the market. …
  • Hi VintageFreak, Great post! Most people only want to talk about their winners, so this longneck's for you, big guy! So,.....to the losers..... FMIJX: the best part of this fund is the quarterly reports 'cause the fund stinks! GLFOX: I owned th…
  • Hi Abe, I like your memorial at DC. Was there when I was in the 6th grade. Saw that Washington memorial, the reflecting pool, White House, the Smithsonian, etc. God, it was great! I thought this country was the best ever! So, Linc, why do you …