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 guys!
Wow! Bob Alibar ...... what a great man! He makes things seem so easy to understand. Has anyone read any of his books? I wonder how good they might be....
God bless
the Pudd
Hi Skeeter!
I'm a sucker for these type of threads. So, here goes....
Been puppy stepping into healthcare on weakness (i.e., baby). Duke liked that. Going infrastructure no matter who wins....money will be made. Also, going long on bonds, on the…
Hi Hank.
Lol -- Boy, you got that right! I stood aside not wanting to get involved.
It started by looking at an old notebook of funds and notes. These sayings were there, so I thought I'd post them to see what others thought. Be good for a laugh …
Hi Skeeter!
I do love this thread a lot. Me? I've been mostly selling......sold CFVLX, FFBFX, LBSAX, LCPAX, MAPIX, WAVEX, YAFFX.....again, over a period of time. Trying to get down to a small portfolio. What I have bought is VWINX. That about i…
Hi guys!
What a great thought, Ted! Who on this board would make a great President? And what would you promise? Well, the li'l Putin-y Duke says he wants to run. He said those of you who walk your dogs twice a day should get a dollar a mile extr…
Good to hear from you again, David Moran!
GLRBX should stay. Why it has mid caps in there.....nothing else does. I would be missing that part of the market.....just saying.
I do like PONDX and DLTNX. Maybe cut overseas to add. I really like the …
Hi guys!
Thank you for your input. Will retire at 61. The company will pay me to leave. At 62, I will get pension and social security. All things paid: house, cars, college, etc. As far as an estate, what is left will go to an only child. We …
Hi Ted!
You are good. I understand you were a teacher....I see why. I stand ready for my punishment. I wish I could say it's Duke's fault, but I can't. So, IAUTX and PYVLX. I will try to do better. I do like the secret code and license plate t…
Hi Old_Skeet!
Have sold all I wanted to. Am now getting a buying list together. Looking for more income now since I think the market has topped again. So, looking at AIUTX, PYULX, PTIAX---what do you think about them? Are there any better ones t…
Hi Skeet!
Like you, I think the market is a bit too high......not like Cheech and Chong. But I think with earnings falling and the oil meeting coming and the May thing coming, I'm not too inclined to buy right now. Have been selling everything not…
Hi Skeet!
Been selling everything that's not core.....50% cash now. Love rallies......they make me seem so smart for a week or so. Will wait for the oil talks next month to see what I will do. I think the pajama people will determine the next mov…
Hi guys!
No, I don't use Bradley......just some useless info I run into on the web. But you have to admit it sounds good---lol. I do think stocks will turn due to their being at the 200-day average. My guess is down. Are things really better tha…
Hi Ted!
Great post, but really who does this surprise? More bad news will come to this sector as we reach the home stretch. It will be like a mini oil JMO..... then, it will be a time for greed.
God bless
the Pudd
Hi Mark!
I have owned GLFOX for about 2 years. I use it as a global fund. It is core, and I only add on weakness. I think it is a very well run fund and would recommend it to anyone. Also, in that space, I use FMIJX and MAPIX.
God bless
the Pudd
Hi guys!
I've read this thread and I also agree with DlphcOracl and the FIBO numbers. I started following them about a year ago. Beware! They have creedence, and I don't mean Clearwater Revival! '08? I think not. It's just pre-election jitters…
Hi catch22!
Wossamotta U ....lol! Good one! 500, you say? I remember a movie: 300. Soooo, let's say the top 100 do 80% of the oil business. How hard would it be to talk to them and get them on board? (I just picked a number for this example, …
Hi wxman123!
What caught my eye was the preferred shares and the smaller companies. You look atFRESX, Cohen-Steers, Principal....they all own the big stuff. I want to own the smaller stuff that's also in banks. You need to first be average to eve…
Hi guys!
Have added some real estate to my portfolio -HLPPX- .....Why QE the world over? I see the dollar staying strong, so I do not think rates will rise much. Have also added to RYSBX - am looking for stronger dollar this year and added to WA…
Hi DlphcOracl!
I want to congratulate you on a brilliant call. As you are side-stepping the pain, I will toast you with a longneck later today.
God bless
the Pudd
p.s. It'll be LandShark, for your information!
Hi guys!
Glad to see some things have held. WAVIX and RYSBX are up for me. The rest.....not so much. So, hunker down and hold tight, laddies! This, too, shall pass.
God bless
the Pudd
Hi guys!
Have added to RYSBX - WAVIX - PONDX - GLFOX. Am waiting to add to bio and healthcare since I sold a lot of it last year. But I want the market to settle more before I buy.
God bless
the Pudd
Hi guys!
Normally, I'd be saying I'm buying.... but not this time. I feel like, well, some things have changed. Let me list them: 1. August low ......the rally is gone from that; 2. the leaders do not lead (i.e., healthcare); 3. small and mid …
Hi Alex!
One question: well really more than one.....more like four.....have you ever done investing before? Why would you not want any bonds (individual)? Not funds.....they're steady. And, why do you need so much return? And, at 86, why do yo…
Hi DocK,
I also own FMIJX. I think it's a very good fund. Have not added to it for a while due to dollar strength. Small caps.....I will wait 'til the end of the interest rate rise to add. I feel there will be time. The 3% cash JMO I would want…
Hi DlphcOracl,
Couldn't agree with you more (rolling tops). Yup! Lower highs, lower lows, not out yet. But selling into rallys as I can, as Jimmy says, "It's time to ring the register." I agree there is no reward, only risk. If the market taugh…
Hi mcmarasco,
I, too, am a long time investor in MAPIX. It's core.....if I want more---BANG! I get another fund. But this one stays JMO. Fidelity changes management too much for me. I had this fund long ago.....it didn't do much......sold and ne…
Hi Slick!
Glad you started this. I almost did when I talked to Old Skeet. Some of this is old info....sold TMSFX--bio is down soooo don't need to short it anymore.
JOHAX---don't need Asia....have enough already as I do closed funds. They seem t…
Hi guys!
I sure am glad I sold a few things when Santa pulled in for gas and go pit stop. Duke thinks shit will hit the fan in January. Myself, I think it hits the yard once or twice a day from the shoveling I'm doing.
God bless
the Pudd
p.s. vkt…
Hi Old Skeet!
One last time....you give a working man off and it rains every day. And this is what you get. lol.....I see the global hybrid sleeve has value as its stock theme---and large. The bonds are spread around. Your global equity, again, …
Hi Skeet!
I looked at some of your funds.....the two (2) world funds.....do you not think the dollar will get stronger next year? FDSAX - CTFAX - they both look good. I own GLRBX and BPAVX. In those spaces have also been looking at HLPPX and WAVI…
Hi Old Skeet!
As you hold three (3) funds in this space worth 15% of your portfolio, the one I like the best is LPEFX.....the other two (2), not so much......#@!**......uh, that was Duke, and I cannot repeat what he said, the little Putin. But GLFO…
Hi guys!
As I see this, it's the value of life that needs to be elevated in this great nation, if one is truly going to change the present. Guns will always be with us.....it's how you think about people that must change.
God bless
the Pudd
