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 Bob!
I will go along with Catch and MikeM. PONDX is the only bond fund I own. Also, if you must invest in bonds right now, use a balanced fund: VWINX, GLRBX, BTBFX....you'll do better if stocks go up. Big if I know. If you must use it for ba…
Hi guys!
Thanks MikeM. I didn't know that I read Freak's post and forgot to do my post. Duh!! Sold MLOAX last week. Yep! The blind squirrel struck again! I make my best money by being lucky. Bought a little FDFAX and FRBAX. Will add on weakn…
VintageFreak,
I like your mutual series funds very much.....smart choices. But, Forester funds.....what do you see there? FVALX has negative average annual returns for the last 5 years with a 1.26 ER. INTLX is not much better with a 1.36 ER. I w…
Hi guys!
Mike M, you were ambushed......lol. I knew you'd jump it.....lol!
Pressmup -- quit crying. Have you seen the draft picks for this year and next? They should be getting better quickly.
Bee -- Have been looking at GTLOX. I forgot about Gl…
Hi PopTart!
You are so right. I need to stop longnecking and start proofreading more. With FBIOX you are also right. I can't take the pain so now I stay away. FSPHX is also at a 52-week high right now.....just saying.....I guess most things are.…
Hi PopTart!
I own PSPHX. It's a good broad sector fund. It's a fund I will own for a long time. I added to it last year only to see it sink lower each time. As far as FBIOX, you will either be smiling or crying with this puppy, so I say use mad …
Hi guys!
Just a couple of things to say. First, WFC, which seems to upset many.....I say nothing new here. All sin in their pursuit of profits and greed. There are worse: GM switches, Remington triggers.....just some that come to mind. The list…
Thanks, Ted!
Yes, I own this fund. Good to see a nice write up on it. Back in October, I owned FFBFX. Sold it because I thought the girl would win the Presidency. I'm still kicking myself. That's what happens when you listen to the media.
God b…
Hi guys!
Good thread, Art. I'm warming up some crow for Duke and I since I badmouthed my leader in past posts. This sector is now the leader in my portfolio. FSPHX - 11.41% - healthcare. I will also give some to all the Barron round table people…
Hi Skeeter!
By the way, we have a guy at work whose nickname is Skeeter, too.....what are the odds?
Anyway, have opened a small position in PTIAX again. Sold it earlier in the pivot. I do believe we're going higher. The Big Guy manipulates things…
Hi bee,
Wow is right! I've never seen so much information on one site. Thank you. The grasshopper will bee diving into it to try and learn something.
God bless
the Pudd
p.s. For those playing along at home, this is a page one might want to keep.
Hi bee!
Funny.....where I work, productivity is the holy grail. Yet, when looking at the chart, it seems R&D and patents seem to have the higher ranking in the top ten countries. You don't think the losers (i.e., companies) push this because o…
Hi DlphcOracl,
Good to see you boarding again. Hope all is well. With the run in MLPs last year, just wondering what you're looking for. Income or do you think with the big guy in there means more to go? I'm looking to sell by year's end if all …
Hi MikeM!
Sounds a lot like us. We are a division of a worldwide company that's been downsizing for years also. The HR Dept. is all new.....less than 90 days....so this whole thing was poorly presented. Have gone to HR.....told them what you said…
Hi JohnChisum!
Thanx for letting us know. The ol' ticker just needs a bit of a jumpstart every now and again. Please get well soon! We need your input.
God bless
the Pudd
Hi Ted!
Sorry to hear you've been unwell. Chase that elephant back where he came from!!! This board needs your spunk and perspective. Get well soon! We need you.
God bless
the Pudd
Hi guys!
You're the best, Skeeter! It's your thread and everybody knows it but you. Keep up the good work, big guy!
Not much to say.....doing a lot of watching, but will say this: seems everybody is looking for a pullback. But....what if we do…
Hi Skeeter!
Holy crapoly, Batman! I'm not buying this. Like most of the obvious he said to buy. Looking at consumer staples and waiting for a pullback. Also eye-balling healthcare....I believe its time draws near. Also we need a buy, sell or ho…
Hi guys!
I do believe what Ed is saying about things picking up. Where I work, we are always the last to see the slowdown in the economy, it seems. This is where we are now with layoffs and shutdowns. I'm saying that things seem to be bottoming a…
Hi catch!
Absolutely, brother of mine! Duke insisted, although, I did wine....i.e., I like white and dry....thank you very much.
expatsp: Do not wait for things that are not. Buy a little and watch it a lot.
God bless
the Pudd
Hi PRESSmUP!
Yep! You hit on a lot of things I agree with. VWINX, PONDX.... just solid funds. Healthcare....I think there's lots of time to buy it. I also agree with Crash......the market was ambushed, which caused me to pivot quickly.
The New…
Hi guys!
On this theme, I just opened a small position in FDFAX in Fidelity. All I hear, nobody wants this, so I figure it's time to get a little.
God bless
the Pudd
Hi Zoneblitz!
Your lineup looks really good. Now, what are the percentages going to be, I wonder? Just like football, it's all in the odds regarding what it is you do and why you do it. In other words, the game plan (Blitz or Play Zone or maybe M…
Funny.....I've been eyeing Staples for a while seeing their lagging and all. After seeing this, it looks like a buy for next year. They should only get cheaper. Nobody seems to want them now.
God bless
the Pudd
Hi ZoneBlitz!
You have some great picks. I own VWINX, PONDX, DLTNX. I sold DLTNX a while back but will buy again when this rate thing is over. I will add VWELX.....higher in stocks. But 30% stocks might not be enough in the long run. Also, I wi…
Hi Skeeter!
Had been buying silver up to this year. Now, buying lead. Yep! Silver and lead.........it's a lot like leather and lace.....only different.
God bless
the Pudd
Bee,
Really? "Donnie-care?" Are you serious? What a laugh! Wish I'd have thought of that!
God bless
the Pudd
p.s. That's funny right there.....I don't care who you are!
Hi Prinx!
If you accumulate this sector now, you will win in the future. It's run long and hard and the government needs to cut costs.....and it will. So, is that all priced in the stocks? I think not as far as bio is concerned. Everybody is int…
Hi guys!
Just goes to show you....if you slice a sector thin enough, you can find some winners. Will see when the Big Kahuna says "I do" in January what will happen. Now, it's just market moving babble.
As you know, I'm bearish on health care.....…
Hi guys!
Had owned this fund a while back.....cut it due to other funds owned. It was ok, but won't buy it again. In this space, I own PARMX, VEXMX, CHTTX, right now.
God bless
the Pudd
Hi guys!
I have been reading the threads since the man is now the Big Kahuna. I, like Obama, am going to pivot......no, I'm not going to stare down the Chinese BUT going to move out of bonds. Why? Well, Richard Sylla had some fine things to say..…
Hi Linkster!
Very very good post! Love charts! Where I work in manufacturing, we have 3 wage scales. So, yes, we still make things.....just cheaper.....and yes, there are fewer of us doing this now than before. While more are in service now, the…
