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 @mnzdedwards
I don't dismiss their methods or all of the tools that they have available to move in this special market area. One needs to be aware that these type of funds are not plain jane equity funds.
But charting the performance of PQTDX …
Hi @hank,
You noted: "And the 30-Year is at a record all time low. Catch, you've had the bond call right for a long time (If possibly for the wrong reasons.)"
>>>There has been more than one time during the past 6 years that we have been …
@Derf
Cold !!! Well, for coastal Texas.
-12 in our part of Michigan at 6am this morning; but the sky is bright blue and lots of sunshine. High today schedules at +17.
Take care,
Catch
@Charles
Thank you for "digging" into this.
Here is a linked page which briefly notes this study, named; Investor Quantitative Panel 2014. Tis the top most paragraph. Would be interesting to know who their base survey folks are and how they were s…
@Tampabay
Health insurance premiums up 9.65% at this house from 2014; and deductibles very high.
How do low energy costs help reduce health insurance premiums?
'Course we're always try'in to offset any and all cost increases, so the healthcare fu…
@Tampabay
Lot's of stories on both sides of the "buy this stock" fence..............
I must add and note that in this particularr case of NATH; there was and is a viable and established business model. I won't dismiss this stock or organization for…
@hank
Ten days ago, mid state prices were at $1.55 for about 10 hours; then jumped to $2.09 and stayed there until Friday. Today the mid/downstate average is about $1.80, with Lansing area at $1.91. 'Course, as usual the farther north and the highe…
Hi @Joe
We have been in and out of TIPs fund over the past 6 years. Our most common funds (one's readily available to us) have been TIP, FINPX, ACITX, BPRIX and LTPZ. Although our Fidelity brokerage accounts allow just about any TIPs area we would …
And the habits that may allow one to discover "wealth" in the first place.....
Use the MFO Amazon link for these books. Scroll down on the link pages for a short book description. We give these as wedding presents for the young ones.
The Millionai…
@JohnChisum
I happened to view this story at Bloomberg tv, when revealed. I thought at the time that the chairman took a strange path of observation about "things".
Unless forced by other circumstances (legal?), the chairman didn't do any favors for…
Yes, M&A will continue in many areas; as money for such activities is cheap, as well as favorable tax circumstances. Cheaper to buy another's proven progess, rather than start from scratch, eh?
M&A's have been in play for several years with…
Hi @Junkster
Geez, eh? Been watching from last Friday and wondering when and where the yield journey would travel. And the 30 year.....have been monitoring this for about 1 month; holy crap, Robin would express to Batman !!!
Our house is pleased t…
@JohnChisum
See that Taiwan and Aussieland a bit rough, too.
Stange Days have found us again........................
Glad to still have friends in Bondland !
Hi @JohnChisum
Urban dictionary sourcing:
moar
1. A combination of "more" and "roar".
Comments are always very rough at ZH. And yes, I even tend to listen to our government speakers/politicos with a grain of salt, too. Seldom sure about who is…
@scott
You noted: "can't be because we suddenly realized we had too much supply"
At times, one may and I consider; that these circumstances tumble right out of the pages of a decent political thriller. Perhaps there are the large monied folks, you …
@clacy
Agree.
Don't know how one would conclude "doom and gloom" from his writings or presentations. Especially related to some of the real screamers we happen to stumble across from time to time.
Refreshingly common and simple commentary from Mr. Ferri with this section in particular; and that he expressed that he guessed right:
"I talked about over-allocating to the US during several recorded Portfolio Solutions client conference calls in …
Hi @bee,
One of our larger percentage holdings somewhat related to and for income, is FRIFX.
But, if we were to mix this with another equity centric real estate fund; we would have to become traders at least to the aspect of technical indications to…
@Ted,
Thank you for your earlier post regarding the 529 pending legislation. Your note caused me to keep alert to the change.
I, too; am pleased this needed change came into place. I had written to our senators a few times about this subject.
Ta…
Hi @hawkmountain
A good and happy New Year beginning to you and yours, too.
This site should help with your question. This is not the SavingForCollege web site operated by Mr. Hurley.
However, the SavingForCollege site has a very decent discussi…
@Tampabay
1. What investment firms THINK will happen is of no concern, and most often contradicting garbage
>>>yup!
2. that my bonds are paying better than avg. returns.......
>>>presumption: total return, yes?? You will be t…
Should Josh Brown and Doug Kass have a long lunch together and then report their feelings about investment choices for 2015? I will keep a list of such items. :)
Catch
Morn'in @Charles
You noted: "PS. If Ted shares a stock recommendation, I'd listen twice"
Is there a recent list from 2014, I presume?
Nothing against Ted. He has periodically listed some of his holdings and I suspect he will not run out of money i…
I would be inclined to used a currency hedged fund as well, as @AndyJ noted.
For whatever the "magic" reason (we may call it intervention by the powers), the Euro has finally began its decline against the U.S. dollar. Not just that the dollar is so…
@JohnChisum
Both of these employees each had about 35 years of employment, with the same employer, never part of a union; and they had both attained management positions. The employer provided the full defined benefit pension, meaning the employee d…
Hi @Derf
Thank you for the post and the link. The motivations for this are troublesome, IMO. More of big business versus the worker, it appears. I know there will always be those who will argue against the "old style" pension benefits; but the trade…
@Tampabay
I am sure you read this part, too, eh?
"This type of news may not be of true consequence for anything more than a trading event for the traders."
I don't recall any sky falling crap.....
@Mark
Agree.
We have held healthcare long enough to absorb a pull back; if it arrives. As is generally the case, of when (how long has the investment been held and its gains) one buys an investment; being that someone who bought just yesterday woul…
Hi @PopTart,
This note was part of a notification related to a pharma stock we currently hold.
'Course, I don't know if this product (FDA approved on Dec. 19) would relate to your uncle's circumstance.
short article link
Take care of you and yo…
Do not own this but have considered.....and glad we did not.
VILLX was near the top of the moderate/balanced pile for several years and took a wrong turn somewhere this year. A -3.17% YTD. Bark, bark, bark.....
M* performance link
Hi @kevindow
I have followed the Barchart opinions, too.
Per your link, do you give more attention to any particular indicator(s) or just to the overall "buy, sell, hold" ratings?
I also use Stockcharts for 10 & 39, and 50, 100 and 200 movi…
At least for a nomial percentate of folks here, in or near retirement and with a presumption of a rollover of a 401 or 403 plan into an IRA, the following:
---Okay, we'll throw out the pension (assuming one exists) and social security monies and f…
