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.
IMHO
Technology will continue to alter the workplace; not unlike the technology and methods altered the number of people needed in the agriculture sector to produce "x" amount of product. The technology affects many areas, creating some employment o…
Morn'in @JohnChisum
I agree about the loads. We don't hold the fund mentioned; but Fidelity does have "load waived" access to a number of funds, that could be future considerations.
I recall, too; that "Skeet" has previously mentioned that he may …
Morn'in @Old_Skeet
It appears that LALDX is also a short duration, high yield bond fund. This FIDO view, from June 30 data, also indicates a 30 day yield of 2.6%.
Seperately, as note above: "Short term bonds vs Savings/checking accounts for cash".…
Geez, sad to read this. I just listened to one of their old programs a few weeks ago on NPR. Both amazing people and likely from an amazing family, too. We need more of their kind in our foul world.
Thank you @Maurice for this note.
Catch
True. But, most HY, active managed funds remain flat/neutral at this time for pricing.
If the pricing remains the same going forward for a sustained period, an investor may still find a yield range of 5-6%. The capital appreciation may not be in pl…
@scott et al
From Oct. 2013 MFO post:
So. Japan wants to increase inflation. They've been pumping QE, and increased the consumption tax from 5% to 8% this past April, 2014; and are planning to increase the tax again.
So, how does this "help" to …
Some investment days, one feels like they may be standing to close to the financial fire; and every once in awhile someone throws some gasoline into the flames.....
Japan's public pension fund sells off bond holdings and moves to a 50% equity alloc…
Ya!!! I've been watching this, too. A 4.8% pop on the broad market index; come on. So, that market was too undervalued; not unlike the EuroZone today, too. Nope, just a lot of hot money.
Amazing !!!
With this kind of action, biotech/health should …
I've attempted to offer fairness of vote for the "big two" parties.
I now rotate my vote between the two groups. This election for this bunch and the next election will be for the other bunch. :) Seems to have a smoothing effect; not unlike the re…
@MJG et al
You noted: "I fear we have wandered far from the theme of Catch22's original post."
Wandering was expected and welcomed. The subject line invites opinions of and for "cause and effect". It goes without saying; that this subject has a v…
We remain overweight in healthcare for equity holdings. In the continuing environment of cheap money we regard the health area to offer more in the merger and aquistition, versus other sectors for M & A.
@JohnChisum
You noted: "There is no consideration for the consumer's privacy. Just like the stores that ask for a phone number or zip code."
For a number of years (before smart phones in particular), I have warned the older adults within our famil…
I would prefer slighty higher prices; "AS", I don't want to imagine a bunch of folks without decent cash flow in the middle eastern countries, nor Russia or ???
Howdy @mrdarcey
Your points are all very valid. We have always discussed this aspect with the young ones in the family. One in particular, obtained her law degree from the U. of Michigan. 'Course, she was young and inspired and thought about going …
Howdy @JohnChisum
Not to you; but thoughts about the information presented in the article.
We, being "investors"; operate, in part, that we have the presumption of the full faith and credit of supposed to big to fail soverign governments (central…
@MJG
You noted: "Home value represents about one-half of the nest-egg sum."
Although having free and clear real estate that may be sold to raise funds as wanted or needed, is a potentially valuable money resource; I believe the article relates to …
@davidmoran
Don't forget, some 401k, 403b, 457 accounts may become very large over the years and then rolled into IRA accounts. One may end with a farily large dollar value.
Howdy @davidmoran
The math I have performed indicates that the first year of RMD from IRA holdings is about 3.8% of the total value; and the percentage increases in small amounts after the first year.
A $50,000 RMD indicates IRA(s) value of about …
Not to the messenger; but to the writers of the article. Man, I'm glad I am not in this line of work; requiring to pump out something, anything.
Did it really require two people to put together this piece; and what did anyone learn???
We learned …
Has been discussed numerous times over the years.................that folks should likely regard what is put in place on these pages; "as suggestions or for your further review".
This includes the well known names among the Wall St. crowd, Phd'd. …
Howdy @Roy and @JohnChisum
The noted distribution of shareholders:
Our client base is now comprised of:
• Institutional Advisors/Consultants 43%
• Institutions 19%
• Retail Advisors 17%
• Individuals/Retail Shareholders 13.5%
• Family Offices 7.5…
@hank and @Old_Joe
I see today, as of 1pm; that there are 15 "brains" available (new).....well, who would want a "used" one, eh? Gives new meaning to the name, "air head"; eh?
I contacted the seller and they stated that they had more than 1,000 o…
Howdy @Old_Skeet
You noted: " I ventured into this special spiff based more on market fundamentals rather than its technical’s."
Will you please 'splain to me what you view as fundamentals versus technical's in your above statement.
For me, when …
Howdy @00BY
Here ya go on the fee thing:
The Activity Assessment Fee is imposed by Fidelity Investments on behalf of The Securities and Exchange Commission (SEC) for executed sell orders. It is administered in an effort to defray some of the cost…
Hmmmmm.........
Howdy @Derf
I presume you mean the link did not work. I always check and it did link through to NPR radio, Fresh Air program from March of 2012.
Okay, try this............. https://www.google.com/?gws_rd=ssl#q=NPR+fresh+air+March+…
I suggest, as I have previously; the book; The Power of Habit. Habits, of course; reach into almost every aspect of one's daily routines and decision making.
This link provides a nice overview of the subject matter. The book is readily avaialable…
Howdy @JohnChisum
I do believe Volvo is now owned by Hejiang Geely Holding Group of China, with the purchase from Ford in 2010. 'Course, I do not know whether this affects quality, which it should not.
I suppose with Volvo and some other brands, i…
Howdy @fundalarm
Hope you and yours are doing well.
So, just some tired folks and markets; and time to rotate some monies, eh?
One may suppose anything going forward, but we did purchase a bit more in
the healthcare area....... PRHSX and FSPHX, a…
Howdy @Ted
You noted: ", 2014 will be another year for equities, not bonds."
I hope you are corrrect about the equity area; as that will help the other 50%.
You are much more prescient than I in these matters. I'm sure we'll both be satisfied wit…
Howdy @hank
You noted:
Catch, I thought your recent "Fairy Tale" link was very good. It was pretty elaborate, and I didn't take the time to fully digest the various geopoliticall forces at work. Excuse the expression, but it points to a "Catch 22"…
Hi @Charles
Keep in mind, that we here; are not all equity centric.
Some bonds sectors are smiles at the moment; but who knows what 3:59PM may bring.
Thank you for all of your efforts.
Catch
Reminds me of we folks in Michigan waiting for and wanting springtime weather to return to Michigan. Ya, we knew it would eventually arrive; but it was a long and harse winter from Nov. of 2013 until April of 2014.
And of course, investment markets…
Howdy @scott
Recall we've been here before, eh?; and about what "real" strengths exist in the economy(s) around the globe.
Still bond centered at this house.
Take care,
Catch
Morn'in @Ted
Keep your heart rate down...tis not worth your health with this small item that will disappear into the MFO dust bin very soon.
Take care,
Catch
