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 @Ted
Oh, I won't disagree with you one bit; although that is scott's quote you noted.
Still a lot of "potholes" along the economic road ahead; not unlike the potholes that consume our roads in Michigan.
And I do watch finviz, too.
Take care…
Howdy @scott
Ha !!! Yes, Monday will be interesting, in spite of some other markets being closed.
Bondland will be interesting, too. Likely some big upward moves in 10-30 year pricing.
Ms. Yellen and other similar friends will continue the hea…
@Crash
So, you still think your pc has the problem; as you have described and it is because your internet connection is via wi-fi provided by/through Comcast.
Do you really feel this is a logical conclusion based upon your knowledge of pc's and th…
@Crash
You noted: "I'm wondering if it might not be the fault of COMCAST, as my wireless internet signal lags and catches up with itself (?)"
How do you know this??? How far along the internet road from your location is Comcast responsible for net…
Hi @hank
You noted:
Really boring markets.
I guess if one is looking at the CD rate board in the bank/cu lobby, eh?
:)
Nothing in your mix has a smile for the past month; or how about today (3-30)?
And what if we find the theories of some, a…
Just keep in mind that if your're at the site for more than 90 seconds, your electronic device's IP address will be logged via NSA and stored in the appropriate file at the Utah facility. For shorter time frames, the site/system will presume one stu…
Hi @linter
The healthcare holdings are:
--- FSPHX (8.3%) & PRHSX (10%) for the active funds
--- FHLC (6.8%) a passive etf (mostly bio and pharma)
--- two stock holdings, ABC (5%) (AmerisourceBergen) and DPLO (5%) (Diplomat Pharma), with these…
Hi @Charles
I will ask, and of course, you may tell me to "buzz off"; but what is your attraction to Bank of America?
I will note that I have not ever considered BAC as a direct holding; although I suppose it is somewhere among our broadbased etf h…
Hi @linter
The below is relative to price trends, tempered by what we think we know, from what we think we see. The most dangerous proposition for an investor; but likely the best we have to work with, eh? We are gamblers, yes?
This doesn't always…
Hi @scott
SBIO actually finished up .21; but moved around a lot through the day not unlike other larger bio and pharma. Appears the established bio/pharma will be down a tenth or two when afterhours is finished.
But, much more calm than the past t…
Hi @Ted
Thinking about your reference above and the bio area......
Some days, when I wonder or am a bit more concerned than normal, about a particular investment; I transition the words of this song to fit our investing markets.
One may make the w…
@davidmoran
If M* or others would state " Dude, you do not know what you own,' in violation of investing rule 3".......tell them you are strictly a price trend investor. You will hear silence, eh? :)
Based upon what I've seen over the years; that although Baird does have investor class shares, the majority of these funds ( I shares) that I have seen as portfolio choices were offerings inside of retirement plans, and that the "I" shares, being us…
This chart is CAPE vs DSENX beginning with inception.
Click onto the the green/red icon at the far left end of the 350 day slider for a bar graph representation of the returns.
Hi @heezsafe
Don't fully scare the investing pants off of everyone in the bio/healthcare sector........ :)
Monitoring through the day, the bio sectors kept moving down, and + or - a tenth or so; most finished about -5%; not -12%.
They'll come ba…
Hey @Old_Joe
Ya, that pesky "upside risk" thingy.
Suppose I've always been equally concerned with either the up or downside.
My view of the upside revolves more to buying what could be near the top of pricing for "x" and that then becomes the do…
Hi @Maurice
Here is a list of 24 broad-based Eurozone etf's. The tickers are clickable for more info about the fund; plus you could also input the tickers into another site of your pleasure.
Note: We do hold HEDJ ..... For our current European equ…
@Crash
This is a short list for regional banks via an etf; that excludes inverse or leveraged etf's.
What attracts you to this bank and/or regional banks in general?
Just my opinion, of course; but I don't find anything appealing for this area…
This is not directed towards @Old-Skeet; only a thought regarding the bond markets that he noted was about 20% of the portfolio being bonds towards the short duration or multi-sector areas.
I suspect this is a lower end percentage of bonds for so…
Guess I would want to know why the stock price is down -12.26% in the last year.
I personally wouldn't buy a regional bank useless I had a complete understanding of the operation, the marketplace and their competition.
I would not care about yield…
One has to presume anything is possible (with any investment sector). But, as I am not a qualified forecaster; I am only able to observe and know that money (bond issuance) is still cheap for M&A; but one has to monitor their investment sector f…
@Ted
Agree. A blip right now.
Memory recall (semi-valid) from last Thursday; SBIO was up about 3.65%, gave most of that back on Friday when other areas were stronger. Down about 1.8% as of this pre-noon write. Note that SBIO are baby bio-techs and …
Whether one is a bond or equity person; or somewhere in between; as is probably the case with most here, and if one is/was a drinker of alcoholic type products; what continues related to the content of the write that @Ted has provided should cause t…
@PRESSmUP
In addition to what Mark stated about Mr. Price; I continue to believe that while some bio/pharma companies will go bye-bye, here and there; that the larger healthcare companies in various sectors will also continue to purchase the smalle…
I recall @Tampabay being one of the regulars at
http://adviseronline.investorplace.com/
which is a Mr. W site???
Have you another "ad" you would like to place in this space ???
@Ted
Excellent. Poor Butler and Valpo. Folks seem to forget about these two very good teams who have fought the Big b-ball wars before.
Take care,
Catch
Not that this has not been discussed here and is part of many "paid business journalists" stories, is that there remains a very large group of folks in this country and I suspect other developed nations who remain to see portions (or all) of their l…
Various video clips of the cave.......
Still images and video choices, the cave
A beautiful place, indeed.
So, @Mark ; you know that I must ask why this location.
Likely we all have a special place to visit or a re-do. If I had my time machine…
@Tampabay
You stated: "I could give you examples of people who could care less about investing, but do very well with their invested money"
And the examples are ???
Howdy @Old_Joe
Thank you for your comments. I always enjoy your input.
And yes, I/we don't have the gift of "what if" if central bank actions had not been put in place here; and the Fed "help" to many other country's central banks, at the time, t…
@scott and @Old_Joe
Yes and yes. The central banks are still truly worried about dis-inflation or worse, the "D word" of deflation......when spending could begin a slow march downward.
Bonds from the open, indicated a basic no change in current F…
@DAK
I didn't previously link M*, as this has been linked often here before. Presumption that you had already used this sort page. For a bit more ease with this and sorting; keep in mind that with a category list opened for say "high yield bond", yo…
@Maurice
As I noted prior, I have not found any site that was as easy and complete as the category ranking that did exist at Bloomberg.
I agree, the Fido site for similar funds is very elementary.
