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.
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…
Hi BenWP,
Good move! Me, not so good. I just wonder who is driving the bus in this fund. Why would you have so much Italy and Spain----it's insane. With Dragi soon leaving the ECB and a German coming in, things I think will get worse in Europe, …
Hi Catch,
Yeah, I thank them for the flight to quality.....which gave me a chance to take some profits. This fund is not what it was and what it is now, I want less of.
God bless
the Pudd
p.s. David Moran has a good post.....a granular look at PIM…
Hi guys,
Sold FLPSX this week. Taking some profits and raising cash. Hoping for some weakness later in the year to buy. I have been checking what Japan means to China and China to Japan since I have a large amount of $$ there. I thought that the…
Hi Catch,
Yeah, just a thought.....if the North is poor, who's going to step in to help them? I'm sure we and China will some. But for South Korea (I think how this will be done) .... is with factories and jobs. Many companies will step in becaus…
Hi Crash,
Yes, if I remember you also have this fund. I have two (2) other funds in this space: FJSCX and FTIPX. Both of them I like better. Also I will throw in FMIJX ..... that also has some holding over there. So it's more just the odd man o…
Hi guys!
I sold some PARWX this week. It holds an overweight of healthcare and lots of tech. It had a good week.....sold 25% .....will do more on strength will wait for weakness to buy. Also sold MAPIX taking profit in that will not buy it back a…
Hi BenWP,
Thanks for the kick back! Yes, just another lesson learned. Will try to do better in the future.
Hi Skeeter!
Good post.....as usual. FISCX ..... I must look this up now that I've see it twice. It's getting hard to earn a buck in this …
Hi guys,
I was looking to sell some GLFOX today when I noticed that some of the companies in the top 10 of the fund have not traded in days or weeks. 7 of the top 10 trade on the OTC pick sheets, so my question is: where else do they trade? How d…
Hi davidmoran,
Roger that, 007!
As a lad with brother and sisters, I remember '68 Detroit burned. People were shot that year. As an old man, that scares me greatly. When empires end, they over extend and pay for it dearly. And to that end will t…
Hi VintageFreak,
Yeah, I can see why you ask. Taking profits, also I have FUSVX which I'm going to use. DESNX is more volatile than the S&P Fund....also higher ER. Also, I'm a fund collector so some need to go! I'm cutting my footprint in th…
Hi guys!
Added a little to FTIPX and MAPIX on Friday. Also opened a small position in THOPX. I seem to be in a fund collecting mode again.....damn it. Looking over the portfolio.....some good things: BTBFX, PARMX, WAMVX did well I thought. Many…
Hi guys,
Just to catch up on some trades from last week and this one, so far. No special order.....added to FLPSX, FMIJX .... they have cash in their portfolio, so I added some to them. FTIPX, FUSVX, also FJSCX, UMBMX ..... added to them as well. …
Hi Slick,
I looked up IHI. Looks very good. I put it on a watch.....pricey right now. Had a good year last year.....thanks. Like you, I am also overweight health right now.....I'm at 19%, so not by much. I'm playing FSHCX short term. It's down…
Hi Crash,
Dump it! I use DISSX its an index and it beats this fund. Also, MAPOX is expensive on P/E and book in its space. If, and I say if I were going to invest in US, FLPSX would be it.....good P/E, book and it has cash. With 40% overseas, …
Hi guys!
Last week, in The Economist, they had a piece on India.....the great lie of the middle class in India. It's not China of 20 years ago. E-commerce in India in 2017 was about that in China for a week. US companies can't make any money ther…
Hi guys.
The index I'm looking at right now is the S&P 500. Mids and smalls are not the market movers right now. Best bang for the buck is big caps. Also, look overseas if they fall with us. Japan is my favorite......has been for a while. R…
Hi psuche98,
I have PARMX -- it's more conservative. It's one you can count on. Also, FLPSX -- you should get a kick from overseas. Then, my favorite, UMBMX -- it's a runner at times. Just what I have, bro.
God bless
the Pudd
p.s. At Fidelity, …
Hi guys,
I bought WAMUX on January 2nd. It's the first small cap fund I've owned in about a year. Also bought some Japan again ..... as long as they have QE, I'll keep buying.
God bless
the Pudd
Hi David V,
First, where's the money at? Savings account? IRA? 401? What are the expenses per month? How safe does this have to be? Does the family help him at all? At 62 or 65, does he get SS or something else? Many questions.....before I wo…
Hi guys!
Have been kicking around some funds for 2018. Between FLPSX or LCEAX. What do you think? I've owned both before. They both have cash....I like that a lot right now. LCEAX lags which could be good for 2018. Also, anybody own MAPIX? I'…
Hi guys!
I have a few ponderings...
I see that imports for the LA ports are at record highs for 5 months straight. Is it Christmas? Or jobs, maybe? Weather related? I wonder what they're importing.....fridges, washers, dryers, microwaves, toaste…
Hi MikeM,
Have owned ICMBX. Did Eric run this....I forget. Also ownedGTLOX....a casualty of downsizing. Also have FMIJX.
These guys.....if they ever stop being bears, I will know we are in the heart of a recession or depression. Also own PONDX. …
