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.
Reply to @Charles: Might want to take a look at the attached article. Factoids usually gets it right.
http://seekingalpha.com/article/1873881-right-now-is-the-wrong-time-to-be-buying-healthcare-reits?source=email_inv_edi_pic_1_1&ifp=0
Bought KTF a muni bond cef and UL (Unilever) as its been beaten down of late and to me provides a better value than PG. I didn't hold anything in the consumer space prior to this purchase. I am also taking a long hard look at HCN although I already …
Reply to @Charles: I am curious as to why you sold GE. Admittedly it's had a bit of a run this past year but with the potential spinoff of GE Capitol and an anticipated dividend increase I see further upside. However my buy in price is $10 below tod…
What's not to like:
1) The intended recipient must live within 10 miles of an Amazon distribution center.
2) What size bird, flock of birds, shotgun pellet, and so on would take a delivery drone down?
3) How many of these drones will fit in the air…
Reply to @DavidV: I don't see where he suggests replacing traditional bonds with REIT's, that percentage allocation remains static between recent and current editions of his "Random Walk" book. Instead he is recommending that one ditch the tradition…
Reply to @hank: Maybe it's in the way we're reading the statement. You left out the important part I.e. (taking on more risk)! At that age most folks should be dialing it back I think even though I'm not doing a very good job of it myself.
4th period, Religion class, when the news came over the loudspeaker. I can remember it like it just happened and I can remember feeling numb for the next 3-4 days. A lot of dreams and a lot of hopes for this country blew up that day and it's taken a…
I agree. I don't know what Lampert has been doing but it doesn't seem like whatever it is has been for the betterment of Sears. Too bad because I think Sears is a good business but they have a lot of problems unsolvable by current management. Heck, …
In the words of Rosanne Rosannedanna, "It's always something." Sure, some stocks are bubbly and others, not so much. I agree with Hank, turn the volume down or off and do what you need to do. Remember all the gloom and doom at the start of this year…
I'm not sure how much one can read into a statement or data point like that when you have little or no other knowledge of what or where they might have investments elsewhere. There's also the off chance that the customers 401k's have few options as …
3 stocks up and a couple unchanged.
Did you all get all the Twitter shares you wanted? Don't feel bad. I read where Fidelity was only allotted 89,000 to distribute for all of their customers. An individual with $5.5 million invested there wasn't co…
M*'s CEF discussion group had this to say about the fund for what it's worth.
http://socialize.morningstar.com/NewSocialize/forums/p/329878/3464889.aspx#3464889
Reply to @scott: Curious how they did that since the funds inception date is listed as 4/20/2012. What was the fund before that date?
NOTE: This is NOT an ad hominem attack so unbunch your undies. I'm just curious and want to know the answer.
Uh, Mr. Buffett has been saying these things for years and years. I am curious why these simple tenets of his get praise from you while Bob C.'s earn your disapproval or maybe we should say get rated C- or D. No need to respond, just interesting.
In the last month I have bought WSR, a REIT with a yield on cost of 8.5% and CHSCO a preferred at 7.75%.
I sold RGP with the intent of adding to my holdings in KMI eventually, that is, unless a prettier darling comes along beforehand. PAGP is also …
Reply to @Dex: Just to be clear, I'm not talking about the specific funds he suggested but rather the fact that your needs seem to be low and currently well attended to and that you don't seem to have a steady temperament regarding your investments.…
Dex, I'm thinking along the same lines as davidrmoran. Rather than trying to decide which investment you should choose, when to invest in it and how much, I think you might be better off figuring out what exactly you want that investment to do for y…
As always Bob, thank you very much. Although it took me awhile to come to grips with what my investments/portfolio were all about I finally realized that I acted more sane and rational when I focused on the goals and objectives of same rather than o…
They've probably got that much buried in their collective sofas. Alternatively they could forsake a lap dance or possibly a line or two on a Friday night. Giving up the lap dance would be the most appropriate punishment seeing how we have all had a …
The man has either spent too much time in the sun or been whacked too many times in the head with golf balls and clubs when he should have been working. As an effort of last resort is he going to cry if he doesn't get everything he wants?
Hi Slick,
In addition to David's question I am a little puzzled by your intent to withdraw from a Roth IRA. Not knowing anything about your finances, or your reasons for doing so, it's always been a general assumption (and intent) of mine to leave …
nath,
To be honest, even if there were such a possibility, I probably wouldn't trust a poster anymore than I trust a known stock picker. You always have to do your own due diligence and everyone's reasons for promoting or slamming any particular sto…
Reply to @Charles: For me, Mr. Price is all that matters. Everything else, most especially media babble, is just foo-foo. Is the government shut down? I hadn't noticed. Been waiting a long time for them to go to work. "In politics, stupidity is not …
Reply to @linter: The main pattern I watch is to see if the bears can take over this market. So far nearly every time they try to the bulls come in with buy orders to defend it. For now I have no reason to hide.
I don't have an opinion about whether the government is going to shut down or not or how the markets will respond to it. What I do know is what I've finally learned to try and do in these situations, which is just focus on the price action and the p…
Reply to @scott: Good synopsis Scott. I haven't kept up with the mortgage situation because I'm not in the market but those are some interesting numbers. Since the middle class is ebbing toward being on the way out I have to wonder who these investm…
