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 Kenster1_GlobalValue,
There are a few areas of very low relative strength; but I don't think the cutting is yet finished. Although I am sure there will be many whipsaws coming from the traders and machines..............
Emerging markets is one ar…
Scott.....hoping this doesn't cause you to choke with a mouth full of Diet Coke; but we moved some more money today away from HY/HI bond funds and into PTTRX, FINPX and
ACITX. Our risk is now more so with bonds, versus equities or related; and our …
Hi OJ,
They (EZ) be sitt'in directly upon a pointed stick, eh? They can feel a bit of the sting and are not sure what the damage may be if more than Greece puts downward pressure upon the shoulders area of the entire body.
'Course that stick has m…
Hi ron,
Not a techie by nature and recently purchased a new laptop with Windows 7, which uses the IE 9 version. The older XP can not run IE9. I suspect you will receive any number of answers as to which browser is better. I am satisfied with IE9 an…
To be concerned about the "S*#& Outta Luck" train leaving the station without me or you, the individual investor, applies to more than just the bonds, eh?
Hi mcmarasco,
Only noted FINPX as it is internal to FIDO and easy to move all or a portion of the fund if you chose within or to another FIDO fund; and not have to be concerned with a non-FIDO fund and a possible delay of of processing a transactio…
Howdy,
Just a few nickels and dimes from my viewpoint.
You noted using FIDO and my first recommendation would be to use their FINPX, if you choose to invest in TIPs.
You will find a side by side compare list in the link below. You may scroll dow…
Hi matt8745,
Past the investment side thoughts for a bit. Bob C's comments regarding legal manners are high on the list. All of these areas should be put in place.
Additionally, a few early morning and not enough coffee thoughts; not in a priority…
Hi matt8745,
One quick question. Do they have access to a 401k, 403b or 457 plan via their employers?
This could be a very good first place in addition to IRA's, as it will also reduce their taxable income and they may also have an employer match. …
PART II..............................
>>> Risk exists period. Pick whatever sector you choose and the risk is there. The writer notes: "Hopefully, it is more out of ignorance of the true facts than it is by bad intentions." We do our best…
Hi Kenster,
Part I..........................
First, I appreciate your efforts for your postings; and in particular taking the time to pull the text from this article.
I'll offer my viewpoint, from the same age perspective as the writer of the a…
Hi MJG,
CXO has the following, Track Record Missing, Not Available? with the short second paragraph telling me all I need to know.
I am familiar with Mr. Stack, have heard him speak; but if I can not obtain a track record with dates and data, well…
Hi MJG,
I attended the 6th annual New Orleans Investment Conference in 1979, which was started by James Blanchard in 1974. This conference is still in place today.
Mr. Skousen was there then, too; although with more hair at the time.
I was just a…
All of the investment orgasms have already been had by the venture folks and those related to the company from the early days; not unlike eBay IPO's and others. Everyone else must be satisified to just watch and have a cigarette after all of the sou…
Hi Maurice,
You noted: "Are you reacting to what has happened in the last month, or are you anticipating something that will happen?
>>>I have noted (past few days posts) a few areas I have been watching in particular.Aside from all of the…
I added FAGIX to the chart.
added fagix
Hmmmmmmmm......didn't stick. The original post link may be used and then add FAGIX into the compare box.
Regards,
Catch
Hi Tony,
At StockCharts, just below whatever chart one has set to view; there is an icon for "linkable version" which will refresh the chart page and then allow to copy/paste the link to the chart. I used this for FA and it does function properly fo…
Hi Tony,
I will preface my question with the following in mind. At least for myself, although I suspect this must be the case for many people; I may find the need to read a given book about technical or scientific information that I do need to unde…
Now guys, you must remember many of these folks belong to some very elite clubs, both visible and otherwise. Article II on page 2 of the rules and regulations indicates that full employment will be maintained for you; if you are accepted for members…
Hi Skeeter,
Maybe we should do a phone conference to find what we may have that you would be interested in buying.........:):):) Just yanking on your chain. I just do not feel this year's bottom is in place for the equity sector, broadly noting.
…
Hi scott,
Mr. Arnott's article that I believe you posted recently, is one of the better assessments going forward, in my opinion.
Have to watch and find how all of this comes to pass for the portfolio.
Thank you for your comments.
Catch
Hi Kaspa,
Perhaps I should have used a different word set.
I will note that I fully understand the upward limit of my thinking capacity and have studied/reviewed some very complex (at least for me) charting functions. I do stop at points in this u…
Hey scott, Hi,
With markets behaviors I can see a wheel with 12 "compass points" that could represent 12 major investment sectors. I can also envision at the center of the wheel, a loaded and cocked gun with the safety off; each gun being pointed …
Morn'in Hank,
Fed's have short term rates set, and generally in their control. As buyers enter the other duration periods of the Treasury issues, the Fed doesn't neccessarily have to take any action in this space; if the yields are acceptable to t…
Morning Skeeter,
Thank you. Another form of relative strength, eh?
At the least, one may know that the trading servers should have extra cooling fans in place right now.
Take care,
Catch
I cleared the pc browser before and after the site visit and still expecting to receive mail from NW any day now...........:):):)
I will add 50 years for eveyone; as there was not a question dedicated to the advancement of medical technology. My pa…
Hi AndyJ,
Thank you for your note about HDV. Pretty much covers the normal defensive equity areas. I suppose the one outlier of the normal may be some healthcare/medical areas; as the Supreme court healthcare plan is expected to be finalized in Jun…
Morn'in,
So, what about the utility fund sector? No comments about this area?
This sector would not hold in a market melt; but would likely perform well with a "go away in May" scenario.
Regards,
Catch
Reply to @johnN:
You noted: "Banks don't want to take the blame but they did not learn a damn thing since 2008. still taking lots of risks."
The banks known exactly what they are doing and who is running the financial show. Until the banking units…
Hi Investor,
Thank you for the note. I know that the start, payback the original amount and then start drawing again at a future date was changed by law, I believe, last year.
We will both be fully qualified for full SS, but will wait to draw as l…
Howdy,
Just a few observations for today's close; and apparently any profit takers actually took real cash home in trash bags to bury in the side yard.
No love at the old Funds Boat.
Among the whole mish-mash of funds we hold, only APOIX and F…
Hi hank,
Geez, if the 10 year travels below 1.5%; there would likely be many other nasty events taking place. I would much prefer to be an equity investor (again) to a much higher percentage.
While I am sure there are enough here at MFO who may con…
Hi kevindow,
Not that we don't know, but I look at this area, too; only from a point of interest, as to the number of similar (at least per M*) funds increases over the years. As is shown here, the number of comparative funds has grown from 72 to 4…
Howdy, Spot gold is at $1598 (May 8, 11am). GDX is - 4% at this time. Whether the price finds support here is not to my knowledge; but I would suggest any larger downward moves this week may find the next stop/support closer to $1500/oz.
Hi bee,
As OJ and I are almost as old as some of the ancient rock formations in Michigan's upper peninsula, I am assured; at least he too recalls this "Pipeline" sound. Pipeline is in reference, in this musical case; to a wave shape related to surfi…
Hi OJ,
From the article, "The advent of online advice"; kinda reminds one of this site, an investment home away from home and the many gracious and enlightening discussions.
As to an advisor; I'm thinking about retiring this chore. What's a fell…
Hi Skeeter,
Yes; I do review this site page often. But, this would be a layout format/style with about 1,000 active mutual funds across broad global sectors, as well as a few hundred etf's. 'Course a few keyboard pushes would allow to align by colo…
Howdy Ted,
Purchased FSAGX 8-11-11. First chunk sold 3-6-12 at -9.8%; the remainder is gone today at what I will guess may be a nav of around $36.50; which would have about a -26% or so.
As our portfolio is constructed, FSAGX wasn't 10, 20 or mor…
