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Hi Scott!
Great article.....I really liked it.
The first part....falling income...no surprise there. My check seems to pay less bills than in years past. No structural changes.....someone would lose.....those in power....not a chance! We have to …
Hi Old Joe!
Sorry to be late to the party. It's that working thing -- MAPIX -- it was -- it is -- and will be its core.......No, no no, not Coors, you silly dog!
God bless!
the Pudd
Hi Catch!
Yes, I do! It was 3D though....with many more companies in it. I used to look at it when I got home from work to make a 3:50PM trade or so. The maps I see now are not as likeable as that one.
Tampa,
No subsidies are allowed.....the chu…
Hi MikeW
I've been looking at them for a while also, and just too many problems south of the border for me....Brazil, most notably.....from politics to oil.....just not much there especially no QE (LOL).
JMO
God bless.
the Pudd
Hi davidrmoran!
Yes, on the soup thing....this is an area I've never been in before....like emerging markets and frontier markets.....so a name I know is good. I owned Mario before. GABAX, GABEX some time back. I am very, very bullish on this cou…
Hi guys!
I have a list. The criteria are: must play on Fidelity platform, NOT be closed, and reasonable E.R. Also, must be buying companies of less than $1 billion net worth. I have FSCRX. They do $2.4 billion, so I want smaller ones. WEMMX - …
Hi guys!
You're making me blush! Jeez! If you lay it on any thicker, I won't be able to get through the doorway. LOL. Thanks for all the help, especially LLJB for your time and interest in this. I'm still working on the fund list. I, like you …
OMG! Are you guys serious? Now, I know how Santa feels with his lists. Man, this is going to take a while....the plan: 1 case cold 16lb-ers and a plate of nachos. I sure am glad football's over (Monday night games). Who knew there were so many…
Hi LLJB!
A list if you could ..... I don't have M -- thought about it, but read too many stories about them. As to why the interest rate reaction will be overdone, common knowledge as they backed up this week. All I hear is bigger is better....hav…
Nice, Ted. I like that......a little rich yet 23.8 PE. But, on a pullback, it has the two that connect to most Gulf and east coast ports (railroads) and a small fund (22 companies). YeeHAW!!! I like that! Thanks! Going to keep digging. I thi…
Have been looking at CSX and Norfolk Southern. They seem to be about the same size.....tracks.....money. So, now ... which one? Need some help with that. It's like flip a coin. Also I found good info at Fidelity. I have a brokerage account the…
Wow! Lots of info. You're the man, Scott! While Hutchison has ports, it also has too many other moving parts for me. But the rails I like with the Canal being widened and ports on the Gulf coast and southeastern coast dredging deeper. The rails…
Four Healthcare Funds
3-FIDO-1-JANUS.....enough said.
GASFX - been selling into strength all year; have small position left (great move dumbass!)
GLFOX - shout out to Scott.....great call! must talk with and listen more to you.
PRBLX
LCPAX - the …
Hi Old Skeet!
Andy Granatelli! Yeah, I remember that name. He was a racer, you bet! The car I've seen but don't know about it. The Super Hawk....I don't remember what made it so anymore. You ask a lot from so long ago....4 barrel, heads, cams, …
As I said before, mid caps are where I'm going for the best run companies in the US. I used to work for one. We were a good, well-run family small town-ish business. We were bought out by a large conglomerate, and I have watched it crash. Since …
Hi JohnN!
I saw this in CNBC also...he says the same thing Buffet says on this while Jimbo makes me laugh. Sometimes he really says something worthwhile. The S&P Index I think is the way to go. It's just easier. I own less and less funds....…
Great thread, Scott!
Lots to think about in these kinds of threads, looking to buy now and in the beginning of 2015. FSENX (large CAP energy stocks) is in a prime position to buy MLP's and small drillers that are heavily debt laden, have land and c…
Thanx Scott & Ted!
Great website, Ted. Some big names with bad batting averages. Who would have thought that the guy I really like (Laszio Birinyi) is not what I thought. Many names at the top...I don't know why that is, silly me. But in the…
Hi guys!
Going to lump this together, and I'm on my first cup of coffee, so, please, excuse my babble or wandering. I'm still playing with loose money...thought after this week...I think not. Did I see this coming? Yes. As oil has been falling a…
Hi Hank!
Energy: it's an overweight time horizon. Well, now, by the look of things, it will be a long time. MLPs is the game. Worked for a while....not so good now. No rebalancing..... core holdings stay. The rest moves on to new things. Wher…
Hi Old Skeet!
Good to hear from you! The two (2) funds you listed I, too, believe will come around. It's all about entry points and time. You and I both know when prices get too low production slows. Then, the good part starts. Up 8.2....that's…
Pudd here!
Have been buying S&P 500 healthcare MLPs and silver....selling overseas (GAINX)....see no up side. Japan QE forever.....Europe, whatever it takes....Part 39 where the best blue skies and sunshine the world will buy our bonds and larg…
Hi Tampa Bay!
By sensitive, my guess is interest rate. If not, please advise. From what I see, you are playing defense. May I ask why? And, for how long? Where do you think we are in the market cycle: mid-, or late-? Also, how often do you ad…
Hi Tampa Bay!
As an investor, I do not understand business economics. That is why I own funds. Long term advantage can be lost in a hurry with poor management at the helm. The competition can catch your new product in a hurry today. As for less …
Hi guys!
Buying very little.....healthcare MLP and S&P 500. Methinks there's more to come. Market went down big at the end of the day. Next week could be bad, yet a Bradley turn is soon due...that could help (lol). Dennis Gartman says Euro i…
Well, where to start?.....Let's see.....should have drunk cheap beer, driven slow cars, and dated fat women......right? lol
It's good to be poor.
Puddnhead
Hi Old Skeet!
I'm like you....cash ready, hang tough. It's coming..... after all, the G-20 are meeting now, so please be calm. We don't want to scare the children, now would we? I was looking in Fidelity funds because of EU doing QE. Thought som…
Hi Old Skeet!
Like the analogy of NASCAR.....yes sir! Like it.....a Jeff Gordon fan from way back.....Bush, that is (don't like the beer!). LOL. Have cut cable so don't watch much TV anymore.....more into the old days.....the Winston Cup. Remem…
Hi John
Yes the wife is about 5 years out from retiring from the US Postal Service. I also like their funds. We have G, C, I, 2020 income funds. Sold S end of last year. She works in Amish country....home of the Amish Mafia (lol!), and we are Le…
JohnN,
You said something about tsp.....Thrift Savings Plan? Are you a government employee? Reason I ask is that my wife works for the gov't and has been investing in their TSP for years. Thanx in advance.
Pudd
Hi Slick!
So they are callable....you know this at the start, I guess. When called, that's if you have to buy a new one, are there no calls? My guess is yes, at a lower price. And how long 'til first call? 3-5 years, more or less. By the way, g…
Hi JohnN!
Thanks for the post. I'm looking to find out about MLP's. I think, too, export is the future....refined things are more profitable, I would think. But raw oil and gas are worth something too. If there's a buck to be made, we Americans …
I guess what I'm thinking about is....when I retire, to have one bond from my state (like a municipal) to diversify my portfolio. I get the check each month or quarter for 10 to 15 years....so, no worries about interest rate changes. Would only b…
