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.
I used to really like Outlook Express - it was small, simple, easy to use, folders, etc. MS Outlook not so much - big, bloated, non-intuitive etc. I'll be interested in people's responses. I do have a yahoo account but only for receiving email. I'm …
The morning sell took the S&P 500 below the 200-dma so buy programs kicked in. A little surprised at what got bought but pleased that energy was in the basket.
I wonder if the anomaly might be due to performance numbers? Really, when is the last time you can remember or heard where a female fund manager a) had the leading fund in her category, b) was nominated for M* manager of the year or c) was the manag…
@msf - knowing what I think I know about you have you tried (probably so) talking to a broker at Fidelity? In some cases they will resolve the issue for you w/o any fees attached but be clear on that beforehand. I did it once before with some fund b…
For those just tuning in be aware that even though Fidelity is cheaper than Schwab for investing in TF funds AND they do allow for additional purchases in those funds for only $5, one must setup a systematic "automatic purchase" (monthly, quarterly …
Attaboy Brian. I concur with your assessment of the new website look. I tried it back when it was first introduced and said wtf, I ain't using this. I immediately switched back to the classic look. I agree with Sven's advice and it is my understandi…
Bee asked: "Couldn't you reinvest these dividends yourself rather than "they reinvesting dividends" for you?"
Yes, and a lot of folks prefer to do it this way but......
-Many like to take all their dividends/distributions in cash and then reinvest…
Speaking for my millennials and Gen-exer's, groups Whole Foods and others may be targeting, they are infinitely more concerned with what's IN their food rather than WHAT they pay for it. They are mostly ambivalent about whether or not the products t…
One M* thread with respect to possible annoyances:
http://socialize.morningstar.com/NewSocialize/forums/p/347815/3634184.aspx#3634184
I have looked at it off and on for the past few years more for my grandchildren donations rather than my own accou…
I think the article makes sense. My bets are on Energy and REIT's. Holding firm on my healthcare positions and may add on dips.
Edited to add: And now I have a new fund for my watch list, MTUM. Interesting and thanks Bee.
If you're interested in the Cohen & Steers viewpoint you might find their June release of interest.
REIT Opportunities in a Rising-Rate Market
http://www.cohenandsteers.com/insights/read/reit-opportunities-in-a-rising-rate-market
Panicking? No!
If a crash were to happen you won't see it until after the fact and if you're holding mutual funds the damage will have been done before you can sell out at the end of the trading day.
What you should be doing is formulating a plan …
Total AUM $1.7 trillion according to both of the referenced articles. Can you imagine the fee income?
Charles, does your $410 billion figure for publicly traded mutual funds include CEF's?
IMHO these IBD mutual fund articles are a total waste of 1's and 0's and/or ink and paper if they are printed in the hard copy newspaper. Ted's copied opening paragraph contains all the useful info if one can call it that.
After the initial first o…
"No bubble has ever broken until individuals pour money into the market and retail investors have avoided the stock market since the financial crisis." – Jeremy Grantham
Well here at the KFF website it shows them pretty evenly split (within the polls margin of error).
http://kff.org/interactive/tracking-opinions-aca/#?response=Favorable--Unfavorable&aRange=twoYear
Now I wonder, or am curious, about the actual m…
@Clacy - I believe that you are right and that the majority of the American public agrees with you. Now if we could just get politicians to see the light.
Geez Jerry, I hate to pop your balloon but I wouldn't buy that fund with your money. Performance is dismal and I'm being kind. So, so many other options out there for you to explore and invest in. A reliable category killer is PRHSX but I believe it…
I like the healthcare REIT's as well and have cash ready to go as soon as their charts turn North again. At the present, as others have noted, Mr. Price is giving them a spanking.
I'm willing to throw some money at their beverage production capabilities and tourism industry. I don't smoke cigars but that might be worth a shot as well.
Just curious Ted, if MFO is going to disallow talk of religion on its' web site then will discussion of the Amana Funds be forbidden? How about discussion of any of the "socially responsible" type funds which often mandate security selection on the …
John, you said "The recent declaration of human induced climate change (HICC) has no place in the church." How so? If one is a believer then you were given instructions to take care of that which sustains you. Seems to me that there are few better p…
I'm not surprised by the consolidation attempt, what surprises me is the suitor and the target. I had been thinking that Kinder Morgan, Enterprise Products or Plains would go after someone like Targa or lesser. Shows you how much I know. Could get i…
I'm selling everything I currently own and throwing it all in on the best MF's to own for the remainder of 2015 as shown here:
http://www.mutualfundobserver.com/discuss/discussion/21871/the-best-mutual-funds-to-buy-for-the-rest-of-2015#latest
Just …
@davidmoron - as you know bonds are getting beat up over interest rate concerns and a lot of babies are floating around out there in the bath water. PDI has shown it's chops time and again, and with the Fed doing at best a 'one & done' hike (if …
We can agree all we want as a nation except for the class known as politicians who will never agree because of who they are beholding to and who is lining their pockets. Also, when you are told to vote along party lines by your party's political lea…
Selling to meet redemptions, hmmmm..... Could be true. When Fairholme opened their two sister funds I seem to recall that FAIRX was sitting at $20B in assets. At the start of this year I thought it was around $9B. Now M* has it at $5.5B. Berkowitz m…
