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Hi guys,
Opened new positions in BHBFX and TGJNX. Added to PGTAX and YAFFXand AEDVX. This was early January.....have done nothing lately. I'm still bullish and think we go higher.
God bless
the Pudd
Hi Hank,
Wow! Did not look at returns.....and, you're right. Saying that, here's what I see:
PGTAX - 5G all across Asia......now, more to come next year. China stimulating.....helping tech. The want to be No. 1.
FSDAX - have owned it for years…
Hi guys,
ADDED to these funds this week: AEDVX, FEMKX, FIFNX, FSDAX, YAFFX, and PGTAX. I'm going to wait a while to get some coverage before adding more. So much for the technical crap. Now I'm going to wander, so some of you might want to stop …
MikeM,
So, is China nothing....but just like 15 years ago? Would you say cars from 15 years ago are the same today? Move on, bro. You're behind. If it's not all that, then why is our government so worried?
God bless
the Pudd
Hi Simon,
Yes, I have looked at JAGTX. It's a good fund. You will do well in it. I am looking to Asia/China. It's where the future is, in my belief. Stimulus.......G5, richer middle class. It is ⅓ Asia where I want to be. So I say look where …
Hi guys,
Did some buying this week: BTBFX, BTMFX, FNSTX, YAFFX, PGTAX and added a new position FEMKX......my thinking is we go higher.
God bless
the Pudd
Sorry to hear about this. I will miss the Linkster. He provided a wealth of knowledge for the board......as well as some color sometimes. It won't be the same forever. My sincerest condolences to the family.
God bless
The Pudd & the Dukester
Hi guys,
iforno: I like Wellington......anything. Mainly, Wellsley.
johnN: Good job! I only drive on Michelins. They're on the GT also.
Gary: I also have FNSTX. Also look at FIFNX. It's also new.....I like it. Just saying.......
Hi Skee…
Kings53man,
Yeah, I'm big on Wellesley. It's by far my largest holding, so I like this. Are you going with 3 funds or are these just your core? The reason I ask is bonds....
God bless
the Pudd
Hi Skeeter,
Good to hear from you. Your funds are always things I have to look up because I've never seen them before.....lol. Just goes to show you how different people are, and that's a good thing. On your AA funds, I'm curious.....do you own V…
Hi guys,
Have been doing some buying this month. Have added AEDVX. It's a mad money position. Just want to beat MM. Also have bought FAMEX. It's my last mid cap fund.....that makes 5......no more. Opened a position in FIFNX. It's a new fund. …
Hi Catch,
Thanks for the info. Since I'm slowly going into energy, this post is of importance. Have heard from several reads they expect oil to rise in 2 to 3 years.....due to lack of investment by companies because of price. And we all know how …
Hi Catch,
Thanks for the info. The muni thing.....just trying to do better than mm. Have bought TRBUX in that space. carew388 liked it also. Lots of quality stuff. Thanks for the Q update. Will use it in November thread.
New buys are: FSENX (…
Hi carew388,
That's good to hear. As I go more conservative, I want good things before it hits the fan. And I know it could be a while. I'm just too old for the big hit, so will play the slow game.
God bless
the Pudd
Hi Catch,
Yeah, I also like healthcare as you do.....not as much now as a few years ago. Also own FSPHX and FSMEX. I think you do also. Have added to GIBLX and PTIAX with the 10 year at 1.80. Also have added to FSENX on Friday. Have made 6.3% o…
Hi MikeM,
Yeah, looked up AOUAX. Looks good! One catch: it has a 2.22% load at Fido. Since I was here last, have found TRBUX, which also looks good.....with no load. But I'm still looking.....and thanks for the input.
Skeeter,
I have Fido's M…
Hi guys,
Skeeter: You and John are making me nervous!! PCOXX I can't get at Fido. What else you got and what do you think about FCONX? Just saying......
Ben: If I knew when to ring the bell, my ass would not be here. I'd be on my yacht cruisi…
Hi guys,
Have added to GBILX and started new positions in YAFFX and PTIAX. I have owned these before. I think interest rates will fall and value will rise.....just me thinking. And the Dukester thinks that the Blonde One will be in for 4 more yea…
Hi Skeeter,
Yeah, shit ain't what it once was. With the Blonde One, you have to play the game. Buy or sell....the tweet "there is no such thing as a long term investment anymore"......too much money.......IE - QE (worldwide.) Bonds, junk debt wit…
Hi guys!
Yeah....good read. I think less dark than some of their other reads. Again, nothing new here. Going to go down this road to 0% interest rates because there is no other road. Money for everybody.....just ask for what you want and you don…
Hi catch,
It looks good. FBLAX and a bond fund with the fun group, health and tech........yeah, VWINX will only get larger as the gun slinger fades....lol. And the rocking chair gets some use.
God bless
the Pudd
Hi catch,
Yes, I want to fade some of the more volatile funds I have and go into a quieter space. I would like to add a bond fund but where rates are now, they look like a poor choice. At least for now......and that could change. I do own FSMEX a…
Hi guys,
Yeah, catch, great chart....thanks. You can see CTFAX fade from the others the last two (2) years.....why? I wonder. We had very little volatility. Maybe now they have new managers.....going to get more aggressive, maybe. I'm looking f…
Hi Skeeter,
Yeah, looks good. I like it very much. I've put it on my short buy list for the next downturn. Looking at it, to me, it looks core along with PONCX and VWINX in the portfolio. How do you rate it? And how long have you owned it? The…
Hi Derf,
Only have a few notes.
They were first for me, but here they are Christmas lows. Should hold four quarters......who knows how many mid caps outperform first 2 quarters.
Healthcare is a buy 10yr - 2.9% to 3.00%. By summer, growth is a buy…
Hi Ron,
Great choice! It looks good. Saying that, Fido said, on January 17th, that mid caps were it.....to June more, so Asbury said on the webcast. Me? I have BTMFX, CIPMX, PARMX, UMBMX. They should have a mid year forecast in June, so we'll s…
Hi bee,
Great post! It's been bookmarked. Thank you.
What are you doing with your portfolio? Would really like to see it if you would post it again. Me.....not so much. I don't do well at the speed of tweet.
God bless
the Pudd
p.s., The Duke…
Hi JohnN,
Yeah, I'm buying FHKCX this week and next and on further weakness. Why, longneck wisdom says...."when ashes fall, legends rise." It's time to buy when the chickens hide.
God bless
the Pudd
p.s. Think 10 years out and this time......you…
Hi guys,
VintageFreak: This is old.....back when he who knew ran the show. They now are slow to know. Much was made but not paid, so now......the bill is due, i.e., me. Hold if you wish, but remember when the Euro tunnel was.....he who was grea…
Hi guys,
He who walks on all fours and is brown said my post,....well,.....was poor, to dark, he says. Soooooo, with a cold longneck and some better thoughts, here's the news, i.e., think Laugh In.......remember? With Dick and Dan.....they're miss…
Hi Gary,
Yeah, sometimes one after many longnecks must touch the paint, it seems, and while up make a potty run....lol.
Hank:
Yes, I'm in the zone.
Bee:
Do not fade away..........the winter's cold enough, brother.
God bless
the Pudd
Hi Skeeter,
Yes, I'm with you......so says the Dukester. Pudding and I sold some things at 2750.....what we thought was fair value. Have sold some more at 2800. I say that to also say this: report that I also bought something that would be one o…
Hi Skeeter,
Hope all is well with you and yours. The Dukester is pampered as mother sees to that. This post grew dark with the long necks numbers.
Rono,
Thank you for your post. What worries me most is when our greatness passes. Our enemies are…
Hi guys!
Thank you, slick. If I remember, we own some of the same funds, girl. Good to hear from you.
Again, catch, yes, I own all 3 funds just like you. I love healthcare.....overlap is of no consequence to me. Why? The boomers and full employ…
Hi guys,
Just some ponders. A website I really like is Marc to Market. It deals with overseas things mainly....but worth a look always. Some funds I've been following: EAPOX, VMACX, PSGAX. Again, not buying....just watching.....and all U.S. fun…
