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.
Wonder if this decision by the plan administrator provides the employee with a qualifying event to rollover these shares "in kind" to another IRA. Seems as if an employee should have other options besides, "sell and buy something else."
Would this …
Just because an investment option is no longer available to employee to invest in why would the writer assume that those who presently hold Contrafund shares in their employee accounts would be liquidating them?
I get that I can no longer buy futu…
Some deep value opportunities present themselves when markets over react to the downside.
Good managers (and investors) have shopping lists and have done their homework and can easily see mispriced valuations in either individual securities or in …
I almost never see anyone post here about a mutual fund that is stinking up the place currently but could be a bargain long-term.
My "Cinderella Fund" list:
YACKX
FAIRX
TGBAX
PRPFX
TREMX
@Old_Skeet,
How is a P&E ratio determined for a mutual fund?
Even if a "blended P&E" of it's less than current (3 month old data) of the fund's equity positions could be determined, isn't this skewed by other fund holdings...cash, bonds, …
Companies that can continue to grow or maintain market share should provide good long term returns.
Market Share Defined:
investopedia.com/terms/m/marketshare.asp
And an interesting wiki on Market (Growth Share) Matrix:
"As a particular industry …
To be fair to the thread, I praised Hasenstab along with these other bond fund managers. My comparing them as "great" had more to with their ability to manage risk.
In the world of investing, investors often falls victim to the most common denomi…
Thanks @msf,
Also, I mentioned the term "in Kind" because there are times that, if possible, you may want to transfer shares of securities "in Kind" from trustee to trustee. This is especially useful when funds that you presently own are closed to …
Don't understand an avoid on fixed rate corp. preferred. No recession in view.
This appears just below the chart image I linked:
He makes a distinction between fixed rate and variable rate with variable rate getting the nod going forward. This m…
There is an important additional method of moving IRAs. There is a big advantage to using what is called an IRA transfer.
"IRA transfers" are a preferred method to move IRAs shares especially by (transferring "in kind") compared to an "IRA rollove…
Who are these pundits who form these estimates and why do companies and investors really care so long as the company is growing market share. Market share is a more important metrics in my opinion.
Is there a way to find out what companies are grow…
I wanted to resubmit a comment I left in another thread since the two threads seems related.
The thread:
my-engineer-buddy-is-now-crowing-but-we-both-have-smiles
My comment:
Let's keep in mind that what worked in the past for Balance Funds may n…
Let's keep in mind that what worked in the past for Balance Funds may not work going forward (ala Ed's commentary about balance funds). That's not to say smart balance fund managers (much like Ed) won't find new ways to manage risk and return.
@Old…
For those interested in Reverse splits and splits, here are a few links:
How-Reverse-And-Regular-Etf-Splits-Work
vanguard-voo-reverse-split
direxion-announces-etf-splits-3x-bullish-gold-miners-to-see-1-for-10-reverse/
when-mutual-fund-shares-spl…
Thanks @LLJB. Are you equally weighted in these funds and do you have a percentage max or minimum for any single investment?
Appreciate your time and effort in sharing.
Continuing with helpful resources, here's an asset correlation site:
Explanation of the site:
computerizedinvestingblog.com/a-useful-site-to-monitor-asset-correlation/
Site:
assetcorrelation.com/majors
Looks like this site is operated by some one outsourcing American Jobs as their specialty. Nice one!!!
Can you enlighten us further?
Looks like it really struck a nerve with you. Sorry that it offended you to a level "3-!!!".
Here's a bit I unco…
@LewisBraham With one exception, TROW? Also, doesn't this make the case to buy TROW, APAM, any others?
I always thought TRP could "reward" its customers with shares of TROW as an incentive to move assets to TRP and a thank you for retaining their …
If you like Alan Greenspan (and a great many don't) he's been positive on gold and negative on bonds in recent years - referring to bonds last week as in "a bubble."
Bonds have had the luxury of price appreciation for 30 years. If a smart guy like A…
Investments often are either overwhelmed by upward momentum (euphoria) or downward momentum (fear). When this happens in the short term (because investments will often return to the historical mean) I try to pay close attention to price.
Price lea…
From this paper:
@msf et al,
To me, it appear a math error has occurred within this research paper.
Wouldn't the tax rate be a "blended rate" of both IRA income and taxable SS income, not an "additive rate" of the two?
In this example (see image…
From the perspective of FAIRX stake in SHLD, I hope BB has provided FAIRX with a piece of these real estate profits. BB and EL seems to have financially engineered these deals. Hoping that this means FAIRX is uniquely positioned to benefit.
30 years in front of "eager learners" (Public School Industrial Arts...which transistorized into Technology Education...which morphed into STEM) will cause this. Thanks.
@Mark and for others who frequent M*,
A comparison table can be created by first entering the fund you are researching (PRMTX) using M* search tool.
Once you have the fund information page active, look for the "performance" tab
Select the "c…
May be of interest:
Apple's weird, one-sided relationship with Australia
afr.com/technology/apples-weird-onesided-relationship-with-australia-20150722-gihc76
Hi @bee
Dividends are always nice. Now for the smart arse side of my investing brain.
If I can hold and keep a 10% return within 6 months maximum, I will forgo the dividend or income side of an investment..........I will call this a fair trade. :…
Can anyone shed some light on the comparative performance of PRGTX to PRMTX? Are these two funds too similar to own both?
I own PRMTX. Aside from 08/09 and 2014, PRMTX has outperformed PRGTX eight out of the last ten years.
Newsletter article that posted today from The Short Side of Long:
"My view is that the overall precious metals sector has an above average probability of rebounding over the coming weeks due to oversold conditions. Consider …
Money Market is moving upward in the pecking order.
What's your interpretation of this? RR mentions that MM can be a fund that is held irregardless.
His quote:
"The Market Leadership Strategy always has two holdings with nominal weighting of 50% …
