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At Old_Joe
If I recall properly from a news blip today (Dec 18) that U.S. output is still quite high.........
The Saudi's can still try to grind everyone else into the "sand" from production. But, Iran wants to sell, Libya needs to and what about a …
Hi @Old_Joe
Part of the recently passed "budget" from the house and likely to be passed by the senate too, is to allow oil exports, as well as expansion/extension of credits for solar/wind/etc.
http://www.vox.com/2015/12/17/10442030/oil-export-ba…
@Chinfirst
As to a "sub-sector" relative to energy, my first thoughts would/or will take me towards the large cap providers as with FSENX. My second thought would be a possible follow through with FSESX, as this fund is directed more towards the ser…
@Chinfirst
This list is from M* for the energy sector for mutual funds. There are duplicates of funds on this list, due to various classes of the same fund.
Click on the "YTD" or other columns to sort returns by best or worst.
Agree with @Mark, FE…
@Mark
Yes..........once the "tax harpoon" is pushed into a taxpayers arse; removal is almost impossible. One does know that the harpoon head is shaped for insertion, with removal not anticipated, eh???
Hi @Junkster
No longer an "investor" in HY from about 1 1/2 years ago; but I indeed pay attention.
I took a peek at some old numbers today just for the hell of it using only the etf HYG, although I never had monies in this holding.
I wanted to t…
Hi Ron,
Thank you.
I don't really mind that we currently do not have any snow and mild temps for the rest of the winter would be alright by me. The trees will have enough cold temps to allow them to rest enough, to awaken in the spring properly, eh…
A search will not reveal Mr. Robbin's past or current investment portfolio. So sad. :)
Wonder if his investment portfolio is shining above the rest, this 13th day of December, 2015???
Nope !!!
@msf @Dennis1
For those with an interest in this area of estate planning, is the below link with a few more pieces of information. Do note that not all states allow these type of deeds and 3 other states have a "Lady Bird" type of deed. As usual, a…
Hi @msf
Thank you as always for your insights, even with missing pieces of data; which are missing, as I am recalling from a verbal conversation of several weeks ago. I am aware of other types of "quitclaim" deeds. I do not know the type that was us…
Hi @Dennis1
Thank you for your time with this. I am aware of, but have not read through the IRS pub. you note. I am familiar with some of what is mentioned. At the very least and with my limited knowledge of tax code; the cost and sell basis of th…
@Dex
Ha.........well aware of college costs at this house.
Here is an excellent site I have used and posted previous at FundAlarm and here.
Lots of data..........plug in a state (list by state) or university name for a specific find.
Very intere…
Hi @VintageFreak
The charts are giving me investor "whiplash".............. :)
Side note observation: If not for the continued growth in sporting events from middle school through the professional level, this country would already be in a large …
Hi @Old_Joe
Read a similar article earlier today.
To note: 'Course we older folks with the longer time line know all too well about inflation, whether raging or creeping.......
For the link below I set the year for 1970 and $1 for a value and the c…
Other "fall-downs": Williston, North Dakota real estate (Bakken oil field area). Scroll down to the price history estimates.
http://www.zillow.com/homedetails/614-4th-St-W-Williston-ND-58801/114503567_zpid/
After the first few sentences of the article is:
"STOCKS TO BUY: TheStreet's Stocks Under $10 has identified a handful of stocks with serious upside potential. See them FREE for 14-days."
'Course, there "may" always be a few winners in the equity …
Howdy @TSP_Transfer
Thanks for this data post.
I took note yesterday, too; as IEF was -1.05% and LQD was -1.33% if I recall properly. They both gained a bit today at +.37% and +.54%.
Yesterday also found most broad-based, active managed bond fund…
The apparent text section in question from the December 1 commentary is below and is opening of the paragraph just above "Briefly Noted", which is #17 in the content list.
I do agree with the two previous comments; that I also don't understand who t…
Howdy @InformalEconomist
Yes, I/we know that our "files" are fully and completely logged somewhere within the vast Federal government system.
Do I "like" that so much background data has been compiled and stored about me?..........no and yes.
If t…
@Crash
Today, if you owned business "x"; would you do a background check on someone you may hire to be a part of your business???
Or would a simple fill in blanks and take their word for their background provide enough trust within you to hire that …
Hi@Ted
Thank you for the story link. Those I see from time to time at this period of the year are folks I have seen, in some cases; for more than 30-40 years. Among these are a few who mention every 1 or 2 years that they want to discuss investing …
Hi @Old_Joe
In an associated/former life, I was a book seller on the internet. Many of these books were historical reference books. I used the below linked sites for "my" reference work.
I am not aware that any of the below sites require a sign up …
@hank
What is the dollar cut-off point when one doesn't have to pay a fee to have an IRA account at the Oppie folks?
Fidelity used to have a $12 fee for IRA accts if the assets were less than....hmmmm; I think......well, I can't recall now.........…
Hi @Old_Joe
Here is my totally scientific short study regarding your question:
--- Manager: Bryan C. Krug
Manager Tenure: since 3/19/2014
Funds Currently Managed
Artisan High Income Fund Advisor Shares (since 3/19/2014)
Artisan High Income Fund…
Sidenote: Related to the above.
Aetna and Humana shareholders voted Monday (Oct. 19) to approve the two companies’ merger, but like the Cigna-Anthem deal still must be approved by antitrust enforcers.
@clacy
Yes. Read about this earlier today and was about to post a story link, too.
Will have to review some healthcare holdings at this house.
"The plan" was that enough healthy folks would be in the gov't. plans to offset those less healthy and …
Howdy @Joe
You noted: "I provided the same information to a number of managers (my age, investment horizon, risk tolerance, goals, etc.) and the recommended allocations were all over the map. I concluded that I could guess about the future and the …
Hi @VintageFreak
I have not looked at the MFO ratings/Lipper charts; but at StockCharts (link below) indicates that WGRNX had a drawdown of -52.4% from a 2007 high of $14.47 on 11-1-2007 to its low of $6.89 on 3-6-2009. These numbers are + or - a f…
Hi @VintageFreak
Checking with StockCharts for total return and I find that from 10-9-2007 ($298/share, just shy of the high price for 2007) through 3-2-2009 ($177/share) indicates a drawdown of 40.6%.
Note: We don't own BRUFX.
Regards,
Catch
@Old_Joe
Including the bond side of life, I'm leaning more towards.....
3.14159265359
Now go have a piece of "pi". Free to veterans today.
Lastly, I'm still pondering negative swap rates in bondland; and wondering if a good butt kicking is ahead…
Howdy @heezsafe
Hmmmmm. Yes, to the aging brain thing. Do think about this at this house and have a plan.
Recalling a few discussions with a 90 year old several years ago regarding items that had been structured into a "living will" and a trust tha…
@Crash
Anything more sensitive to interest rate hikes is going to have the magic touch today.
Real estate is getting a whack, too. Financials (banks) will do well.
'Course, things will move along.
Have to watch next week.
Howdy @bee
I couldn't find a reference date for the linked article.
But, to note:
Since about March, 2013 to date the following applies.....(date range available to me using charting)
---March 2013, about USD$1.04 was required to purchase $1 A…
Howdy @heezsafe
Listening to sounds for investing................and happened to read your thought about the market place. while this was playing (below). Perhaps not totally relevant for all the words for investing, but.............
As crazy as t…
Howdy@chip
Is this money in a taxable account or a 529 college plan?
My 2 cents worth is to echo "districtwanderer's" comments about these funds.
If open choices are available within the conservative allocation area, I would opt for VWINX for thi…
