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.
To All,
How can our government successfully conduct financial repression when corporations can just pack a bag and fly off to profits and customer centered economies...yet,not so easy for individuals to take their chips and leave the table. America…
Hi Catch.
My thoughts are that Utilities are considered defensive and with NG (Natural Gas) being cheap, utilities are getting a cheaper input cost to produce electricity compared to coal, oil, and other sources. As I have mentioned, I own GASFX wh…
Thanks Ted,
A strategy I am trying to refine goes something like this...
Zero Coupon and Extended Duration LT Bond prices (not yield) can be a very choppy ride just like any investment. I use EDV, Vanguard's Extended Duration ETF in combination wi…
A more detailed article by Ian Bremmer on the topic of G-Zero, the future of a leaderless world.
Intro by John Mauldin:
http://www.investorsinsight.com/blogs/john_mauldins_outside_the_box/archive/2012/05/08/a-leaderless-world.aspx
Reply to @scott:
I think of Kodak when I think of RIMM. A lot of trapped value. Some companies reinvent themselves like Xerox and IBM. IBM would seem like a good partner for RIMM to team up with. Both heavily involved in business services. IBM is …
Reply to @MJG:
Thanks MJG,
I also was not aware of this tracking tool...a rear view window statistic tool but, we have a great set of historical data points to look back at.
Reply to @Archaic:
Hi Archiac,
As I reviewed SAGWX today, one of its holding, VSI (Vitamin Shoppe Inc) was up 15% today...wow! M* compared this holding to other funds that hold VSI, one being SGROX, Well Fargo Advantage Growth which seems to perfo…
Hi Jerry,
USNQX, USAA Nasdaq - 100 index or QQQ seem to perform better almost all years over the last decade when compared to SPX.
http://quote.morningstar.com/fund/chart.aspx?t=USNQX®ion=USA&culture=en-US
On a relative basis...if one…
Reply to @Investor:
The price of electrical generation often is regulated by state DPUCs so these electrical generation profit margins are negotiated and set periodically. I believe the lower cost is made up through volume so it may not hurt these…
I like to follow these types of funds because, as the article points out, a fund manager has a lot to do with the overall performance. I have own PONDX and USAIX, both income funds, and would like to further understand this fund category.
Anyone ha…
Hi Investor,
Though a bit volatile I agree with upward movement in RE funds. I use VNQ, TRREX, REACX, and CSRSX. Pimco has a Real Estate derivative strategy, PETDX, that has done well but, I don't understand it very well.
Their are sections of th…
Reply to @Skeeter:
Hi Skeeter and all other responders,
Thanks for your ideas.
PASAX seems to share some similarities to PUADX, All asset all Authority that Scott has mentioned.
Here's the following funds (mentioned so far in this thread) char…
Reply to @Investor:
Thanks investor. Years ago the guy from "the mutual fund store" recommended this fund on his radio show. I guess he wasn't all bad.
Screening for fund "risk profiles" I came across two other NFT funds, USBSX (USAA Balanced St…
Thanks Skeeter,
I also notice periodic strength in Lumber...go housing! What's up with soybeans? my kids won't touch them... they say there "yucky". Someone's kids like them. Probably Jim Rogers.
Hi Skeeter,
Thanks, do you happen to know where that 8% went to? I'm looking for it. I think someone borrowed it last week. I have to remember to put my name on things I hand out.
Actually, bought into the edge of the knife on Thursday and then i…
Hi Art,
Sorry for your loss.
With inheritance I might suggest sitting down with an estate planner who could evaluate your goals and needs. There may be missing pieces such as, a 529 plan for educational expenses, annuities, Long term care insuran…
Hi Kaspa,
A few that I came across:
CIGEX, Calamos Global Equity
WGRNX, Wintergreen Investor Fund
SGENX,First Eagle Global A Fund
and actually,
OAKWX, Oakmark Global Select I
Here's a 5 year chart with your fund and the suggestions above:
http://co…
Reply to @scott:
Thanks for your fund choices. Looking at recent new positions for both funds. MFLDX added new positions in the Russell 2000 (IWM), Mexico (EWW), and Franklin Resources (BEN). For SIRIX, they added 20+ year UST (TLT), Motgage Back…
Reply to @Ted:
Hi Ted,
Congratulation on your short term winners. I too have similar holdings (PRHSX, PRMDX & USNQX). I also own a fund similar to Catch's in USAGX.
My strategy (not to speak for Catch or anyone else) is to take some winning …
Reply to @Old_Joe:
I'll give you the long version first:
PRPFX holds a percentage of gold and silver in bullion form. I assume the fund some how takes possession of these shiny ingots. PRPFX is much more than just a gold and silver metals fund. I…
Hi Catch,
I keep finding reasons to buy USAGX each time the market hammers it...a steady repositioning of small winnings elsewhere in my portfolio into this "tumbling down the mineshaft" PM fund. I call this investment approach the "falling knife a…
NG and CHK in the news:
http://www.marketwatch.com/video/asset/time-for-natural-gas-price-watchers-to-buckle-up-2012-05-02-1456460/55DD36EC-8C0C-49CA-A69A-40C74B369EE8#!55DD36EC-8C0C-49CA-A69A-40C74B369EE8
T Boone Pickens interview here discusses special interests, a lack of an Energy Plan and Natural Gas.
http://finance.yahoo.com/blogs/daily-ticker/t-boone-pickens-biggest-deterrent-u-energy-plan-125553999.html
Hey rono & OJ,
I have held GASFX which seem to be somewhat a NG play. It has enjoyed recent gains as the price of NG has slid. GASFX is a combination of energy and utility companies that provides a dividend of 2.41%. This dividend has help lowe…
Reply to @hank:
Sorry...I don't want to take this thread to far off land but if you ever make it out to Hawaii check our Buzz's Steak House and their yearly lunar calendar. It's a collector's item and proceeds go to a good cause (not Buzz's wife). …
Reply to @Skeeter:
Thanks Skeeter,
I think a manager provides an important decision-making element to a fund, especially a fund of this type.
As bonds appreciate above par and as the stock market gyrates a manager earns his or her pay with corr…
I'm a little confused...as usual. The title of the article (deals with Europe) and your recommendation seems to relate to the sale of EEM fund (Emerging Markets).
I actually see less debt issues in Emerging Markets and maybe even in Eastern Europe …
Hi Hank,
Maybe its time I buy the rights to certain fund tickers such as MOONX and WOLFX...not to mention HOWLX. Hey, how come these didn't show up as links to Yahowl or Morningfinally...Hmm
