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.
@Crash - 0n that Muted Response to ET's quarter. Sam Smith's thoughts at SeekingAlpha:
"While this might baffle some investors, the reason is clear: ET signaled that the "old ET" is still very clearly present and Kelcy Warren's hunger for growth sp…
@catch22 - PBW is an option but for my money TAN is the way to go.
Given Manchin's history I'm not betting on this deal being done until the ink is dry on the bill. The dude changes his mind with the wind direction.
@rforno, but you're right and so is @LewisBraham.
Will the sub-advisor exclude "all" companies that make public statements about a then-current political hot button item unrelated to their business or just the ones they disagree with? We're goners.
Prior to last Friday when there were big markdowns I had been opportunistically adding to BIAWX, CDC, CSQ and PDO. Nothing large and certainly nothing fancy.
I agree with you @AndyJ, the man has been two-faced from the beginning and had no good intentions other than to stall and bargain in bad faith. He's learned that lesson well from his republican counterparts. How he looks at himself in the mirror muc…
@catch22 - I have had similar issues with the data provided by M* "BUT" maybe because I've been comparing it to Yahoo's data and vice versa. I also can't always seem to find the data I'm looking for at M* without the benefit of being one of their es…
@msf, I used the Yahoo Finance page as my source of the distributions I posted. Guess I need to look around more. Thanks for the update.
Pull up the quote for NRDBY at Yahoo. Select Historical Data. Choose "Monthly" and "5Yr" and select "Apply".
My experience with distributions (dividends) from European ADR holdings is that they tend to be quite erratic in amount and timing unlike the even sum quarterly distributions US stocks deliver.
For example here is the 5-yr history of dividends from…
Toe be clear the chips bill has been in the works for quite some time now.
Also for the record it was her husband Paul who is making the trades "Paul Pelosi trades tens of millions of dollars worth of stock and stock options each year, federal reco…
@hank who asked "I wonder if more individual investors have fled the markets or stopped contributing to their workplace plan?"
I wonder as well. If one replaces the word 'stocks' with 'socks' what percentage of folks would run away from a 20% off s…
I believe that a fair portion of those institutional shares held by firms such as Vanguard, Blackrock, State Street, Charles Schwab and similar are held in their index ETF's and mutual funds. What that fair portion is I have no idea. The firms may a…
Yes, if you purchase a stock "before" the ex-dividend date, you get the dividend. If you purchase a stock on its ex-dividend date or after, you will not receive the next dividend payment. Instead, the seller gets the dividend.
So armed and probably unexperienced and terrified teachers should step up to take a shooter out which trained police officers, probably skilled, probably wearing body armor and likely with backup would prefer to wait around outside because they are …
I've never seen a "dividend fund" with a K-1 but maybe there's one out there. There are entities such as MLP's and others which pay income/distributions and issue K-1"s but that's a whole different investment.
Frankly I think that you need to do fu…
@hank, Could you please explain why you say or feel this "Generally I’d stay away from funds so labeled or named. Strategies vary and they can be a lot riskier than the name implies."
Riskier? How?
Staying away from them or not is a personal decis…
I use them. CDC and DIVO in my taxable account because most of dividend distributions are qualified. I am also currently holding FCPI in my Roth account as a hedge against inflation. This one may be a short term hold. However, in all cases I hold th…
I have been using CDC (VictoryShares US EQ Income Enhanced Volatility Wtd ETF) in this portion of my portfolio but some consider it to be comparable to SCHD and not a LCV fund per se.
@rforno, you mentioned adding a large slug of VZ to your existing holding. Any particular reason(s) other than it's steadily boring but also pays a good dividend?
Nope, not really. Unless you want to include that there are only a few dominant comm…
@rforno, you mentioned adding a large slug of VZ to your existing holding. Any particular reason(s) other than it's steadily boring but also pays a good dividend?
