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 @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…
Finally made it, just in time for a big hog rally. Too bad mine's sitting in a garage back in MN. Oh we'll, we can all still party on Duval. Staying at the Truman.
"Stocks have reached what looks like a permanently high plateau." -- Irving Fisher, Professor of Economics, Yale University, 1929.
At what level would today's market be if priced in 1929 dollars?
Reply to @slick: Me too, but with our digital world the way it is today that's how we've got to play it. If nothing else these events show me how important it is to know and understand what one is invested in and having a plan for how you will react…
Reply to @scott: "I believe hedgeye does not even make investments. They 'sell research'." That's the official line and as a company that may be true but I'm not believing for a minute that the humans behind the sludge they shovel don't make investm…
As Scott noted an analyst at Hedgeye Risk Management tweeted that Kinder Morgan is tweaking their accounting books much like LINE, Linn Energy, has been accused of by the same firm. (By the way Hedgeye advises their clients to be short the stocks.) …
Reply to @MJG: From the article:
"...Therefore, with this article, I will attempt to list, and define what I believe to be the most important investing risks that investors must face and deal with. Additionally, I will offer brief introductions int…
Reply to @MJG: With all due respect the title of the article was not "Everything You need to Know About ..........." Perhaps, as you noted, the author has addressed the issues you raised in other writings but to say that he 'failed' to do something …
John, all I can say is that if Wall Street doesn't want them why on earth would you.
I believe I was sold just a thing back in my formative investing years. The IDS agent said is was a great vehicle for tax deferred or non-taxable income in additio…
Reply to @MikeM: I'll second your opinion that a holding of less than 2% is a waste unless you have maybe a 7-figure portfolio and you're just spreading it out. Still at 2% or less it seems that one would be lacking in conviction and purpose.
I hav…
Reply to @msf: I don't ever recall paying a load for this fund but I could be wrong (again). What interested me was the funds mandate to invest in the beaten down, out of favor and otherwise neglected securities that the manager saw value in. Now, l…
Not out of favor but rarely mentioned is Fidelity's Contrafund (FCNTX). It's been a holding since 1987. Although it seems to be often dismissed as an S&P 500 clone it has doubled that bogey's return and then some over it's lifespan. I put that a…
Mark, I'm on and did so at first mainly to keep track of my daughters. Not so much anymore since they've reached legal age. In many ways it's how they communicate, FB or texting and they sure don't want to be talking with dad on the phone. However t…
Reply to @Old_Joe: Try not to be too harsh. Many folks (me) don't feel qualified to offer an educated or enlightening comment on many matters brought to our attention. We may agree or disagree but don't know enough to defend our position. In those c…
I'm biased because I hold TIBIX heavily but it has performed above my expectations and does exactly what the prospectus says that it's going to do. It is a true to form, worldwide, income builder fund.
VF - not all of the managers left the fund for…
Reply to @claimui: It has been my experience that there will always be time intervals when active or passive funds outperform or underperform. I did my darndest to stay on top of the trends but just couldn't pull it off on a consistent enough basis …
Reply to @MJG: Personal confession. I dug this out of my treasure chest of remindful investing articles. I was originally more intrigued by the Google connection then I was by the general gist of the article. I didn't believe it at the time it was w…
HI Charles: I personally am a satisfied investing customer although I was getting disgruntled during his media darling days. The man has seeds and he backs it up with something like over 70% of his wealth. It's conviction that's made me a boatload. …
Reply to @Gary: Correct that one should always do, and be responsible for, their own DD. FWIW, there is an 'about us' link on the Bull Market Research home page describing their history and naming the current editor. It's a team research effort so y…
Patience Grasshopper, the rising tide will take care of that itch soon enough. At first I was going to scold you for still dinkin' around with the mo-mo game but then I see your using giggle money so I'll save that for another time. My plays this ye…
Reply to @catch22: Granted I don't keep track of what's been going on here at MFO like I once did but it just seemed to me that you and OJ held something like 70-90% of your portfolios in bonds and cash. If you guys are backing off from that strateg…
Reply to @scott: Check out this M* discussion thread:
http://socialize.morningstar.com/NewSocialize/forums/p/305712/3254297.aspx#PageIndex=1
Like you mentioned earlier I too am pretty much loaded up but I am putting together a basket that I will o…
Reply to @Old_Joe: Let me know when you and Catch are fully scaled in so I'll have a heads up on getting out will ya please? On a side note, my Twins, our Giants, wtf?
Reply to @Investor: Wow Investor! That's way more than I expected but thanks so much. Good insight, and I most strongly agree with your observations on the over abundance of computer enhancements(?) and under-powering of the drive trains. I've been …
