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Hi Hank,
Yeah, I posted Dukester 3 last week. Got some looks, but that was all. I will bump it to the top of the stack again just to see. I also really liked the postings. It shows how other people think about things and that the way you do thin…
Hi MikeM,
Yeah, the email......I can't find it right now. I deleted it and it's not in the trash. The gist of it was this: with rates rising slowly and measured, this should not be a problem for a while in the real estate space. And if you look …
Hi guys!
Some additions I have made:
Added to FUSVX. I believe we're going higher.
Also, added to PARMX for the January effect. Both are sellable.....may not stay in them.
Also, added to PARWX. It has a cheap PE and book compared to others in the…
Hi Art!
So, help me out here 'cause I'm challenged. IBEW is what? International Brotherhood of Electrical Workers, I'm assuming. As for the exes, women tend to get everything anyway....they tend to outlive us.....lol. Your portfolio seems to hav…
Bee,
Great post! I don't know if you get the magazine, The Economist, but the November 4th issue has a great article on finance and economics....about household debt with some rather stunning facts I find fascinating.
Thanks for the questions, guy…
Hi Skeeter!
Thanks for the x-ray. The 40% stocks will rise as money is added. As for the PE of 19.1.....no, I'm surprised it's so high. I have been buying things with low PE which is why overseas has grown so quickly. It is something I look at w…
Hi guys!
I would like to post Dukester's Corner II on Saturday morning. I will post my portfolio then and would like if some of you (four (4) portfolios, to be more to the point) would also post yours. We'll post, ponder, and inquire all week long…
Hi guys!
Must thank Mrs. Pudd for the last post. Hoping to get another way of saying what I meant. I thought she might do better.
Skeeter: Every time I come to this thread I swear your portfolio gets bigger. But it shows me how organized thing…
@jafink63: Please know that I meant no offense to yourself or to anyone else with a propensity to invest. Truly, I'm not qualified to pass judgment on any choices or motivations nor is that my intention. My leading thought was that perhaps more e…
Hi guys!
Good post, MikeM. This is what I'm looking for.....teaching moments.....how we can all get better. This is also why I want only board regulars to post portfolios. This is not a thread for those quietly watching at home to post their port…
Hi Jafink63,
I want to thank you for your service. We know some who are in now....i.e., military. How long will you both be working? I would think maybe you should have someone look and run numbers so you know where you stand. I'm guessing TRP i…
Hi guys!
WOW! Got more than I bargained for. Would like to sidestep here for just a minute......
Art: You said what I tried to ask for initially. Just one portfolio at a time......offered by a volunteer in the group.....and open it up for discu…
Hi guys!
Good post, Skeeter! Yes, this is what I was looking for.
First question: What state do you live in, if that's ok? I would like to see where everybody is from.
How's the economy doing there? jobs? housing? construction? Are there l…
Hi slick!
I have also signed up for equity perspectives on 11-2 with Josh Berger of Wellington Management.....and Municipal Bonds on 11-1. I don't know if you saw them. Thought they might be interesting. If I do catch them, I will start the Novem…
Hi guys!
Skeeter: Good post, again. Love to read them.
Ted: I thought you just bought a world or international fund a few weeks ago....am I wrong on that? Also, this fund is fairly new. What gives, big guy? If I remember, you always said you w…
Hi guys!
How many funds? Really, Ted? I don't think you've ever asked me that question before. Good question, though.
slick: sold FSCRX a while ago....the manager thing.....and lagging.
Again, I own no small caps now.
Ted: please elaborate. I …
Hi jafink63,
Ah, yes....new funds. They are great. Big up side potential as you get the P.M.'s. Best picks with all the money coming in. Yep, been there done that. Looks like you hit a homer, big guy! If I were you, I'd ride on. Tech is only …
Hi guys!
LA port traffic has seen record imports.....July, August and now September.....with 40% of imports coming through LA. This looks good for Christmas. Also, where or at what price would you start to think about GE? Just pondering a bit....…
Hi guys!
Have opened a position in FSRFX and have added a second time to it. The Dukester is pushing to add more to it, and I might have to. This position will only last 'til the Santa rally hits. Then, it's a must sell. Have also added to FJSCX…
Hi Catch22,
Once I called you brother of mine....why? Because I read your posts. They have value to me. Does age mean you stop learning? Really? If not for Ted, this board would slow or stop no matter the posts. How to get new blood on this b…
Hi guys!
Catch22: Great chart! You're making me cry......lol.
I thought DC would have done something.....especially drug pricing. Have added to PTIAX and GIBLX. Also looking at FSRFX. All trucks, planes and trains will be going south just when …
Hi guys!
I did some buying lately....opened a position in UMBMX. It's a fund I owned back in 2013 and sold when I cut the number of funds I owned. Again, another small family fund. I'm starting to move away from index funds in the smaller stocks,…
Hi Hank,
When I looked at Fidelity, it showed all funds were closed now. So I would make a move if it's something you want.....just saying.
God bless
the Pudd
Hi Maurice!
Lol -- when I first wrote my post, I struck this line from it. Then, I decided to add it for, really, the ponder element. I will say this.....it surprised me it took so long for a post on that comment. I knew I would get one. Can Ama…
Hi Karaald!
I cannot speak to what "M*" means. I say this: there is $4.5 billion in the fund and only 1 manager. These funds get very little love for as good as they are.
God bless
the Pudd
p.s. Maybe it's his age??
Hi MikeM!
Saw the Bills on Thursday playing the Eagles. Your 3rd string quarterback made some great throws. Eagles played a lot of first team players, so don't feel too bad. As far as acting on anything, that would be a "no" ..... not 'til boo ti…
Hi guys!
I listened to the International ETF webinar yesterday. It was great. Duke took some notes. Going to invoke the longneck rule. I don't know and I don't remember so don't ask any questions....i.e., did not download it. Digital property r…
Hi Catch
Your question shows your wisdom, my friend. They were talking generic....the 10-year. Some were from 260 to 3. Again, Smart Money....it's the way they are positioning themselves.
God bless
the Pudd
Hi guys!
Last Friday, added to FTIPX and PARWX. Have been waiting to add to Parnassus for a while. Finally, the pullback gave me a chance. I don't remember who plays Fidelity......I know Slick does. I remember the transfers. I say that to say …
Hi guys!
Have rolled my 401 into the IRA at Fidelity.....too many company restrictions. Added FTIPX and FUSVX to replace the indices I lost. Everything had to come over in cash from company funds. Brokerage could stay as is. Also added to FMIJX …
Hi guys.
Just pondering.....last I heard we had 3 carrier groups heading for Korea. I guess they made it....have not heard. I wonder what makes up a group and what are the carrier's names. Silly me.....I forgot. Since we seem to want to blow thi…
Hi guys!
Have added a small amount to FJSCX. Why? It's the last QE hugging place on earth. Also, added a small amount to RAANX because I'm down 5% and Janet said it all looks good.
God bless
the Pudd
Hi MikeM!
I like it because it has things like GLFOX, they have data centers, towers, utilities, land, water, they can go long or short. It's not just malls, apartments, business centers.....not the same companies you see all the time. The differe…
