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.
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
The Trump administration claims "national security risk" to justifiy halting everything it dislikes.
But when actual national security risks exist — China buying Nvidia H200 chips —
the administration allows it.
Donnie *is* a national security risk.…
And yet he 'wants' to lower electricity prices .... but only with fossil fuels and nuclear, apparently.
In the so-called SPEED Act that just passed, Congress gave Donnie a YUUUUGE loophole to claim 'national security' as a reason for killing offsho…
News & links are also buried in a post on CLOs.
REPOST https://www.mutualfundobserver.com/discuss/discussion/comment/204362/#Comment_204362
Well, "exCUUUUUUSEEEEE me!" :)
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
@rforno : what are those 100k points worth in$$? $1K?
Didn't do the math. But half of them 'paid' for a first-class air ticket to Mexico on United last month, so I'm not complaining!
For regular use, I have Amex Platinum (main), Sapphire Preferred*, and Amazon (for Amazon only.) In the sock drawer is the United Gateway card (to keep points active) and a Visa from my credit union. For me, I think worrying about which-card-to-u…
I'm not displeased or upset with its performance per se --- and Giroux still 'has it' in my view .... just saying that if I need to raise cash, it might come from PRWCX.
I try to be pragmatic and provide the benefit of a doubt to almost anyone. This strikes me as a potential disaster for many unsuspecting investors.
Reditt is replete with 'dividend investors' looking to buy into BDCs and the latest insanely high-in…
I wasn't overly enthused, either.
FWIW saying, for a few months I've toyed with reducing my position to raise money to put into (mostly) income-producing equities and did NOT make my annual $10K contribution to it after annual distributions were pa…
“democratize” private markets = shifting major* investment risks from the books of Wall Street to the brokerage accounts of Main Street
* and perhaps irresponsible / poorly-analyzed
Folks on SeekingAlpha are gaga over ET but they seem a bit too cowboyish for my tastes.
I'd rather have a boring stable MLP (EPD, MPLX) or pipeline (WMB) or one with decent growth and and a recent acquisition that supports existing NG infrastructur…
I am planning now to up my January estimated tax payment to avoid a penalty, as I liquidated an inherited IRA this year also
The IRS doesn't look favorably on unequal, backloaded payments. Though it's always happy to get its money early if one w…
I've owned BMY for years.
CMCSA is on my watch list, primarily as an broadband infrastructure play. If/when it crosses a 5% yield I plan to start nibbling if I have cash available...
Well, yea, but ....
China buying gobs of US savings bonds supports our government spending, including R&D and purchase of lethal weapons, etc. And the interest they collect on US bonds and other stuff is American money supporting their form of g…
Since things I want are still expensive, I bought BEPI, BIPI, and TDS-V for preferred income.
Going to sell CMS-C and T-C for more TLH later today, but will probably buy them back in January.
Put on a new 5/4 combo spread on ALT out to Jan 27. Their GLP-1 contender could be snapped up by someone. Was pleased they changed CEOs recently, maybe this one will be more active in exploring potential acquisitions.
(Was pleased that Schwab s…
@rforno As YBB I use Schwab & local bank to transfer money both in & out. I use Schwab as my bill pay.
Do you feel your local bank is more secure for paying bills.
No my credit union is fine for billpay -- I just want to use some of Sc…
@rforno, yes, I transfer out from Schwab BANK to another bank through auto transfers. However, the link could work for transfers into Schwab Bank too.
There was one problem that I (and maybe others) complained about and they fixed it.
When money t…
@yogibearbull "I do recurring transfers at Schwab."
Do you mean recurring transfers from your Schwab bank account to another bank? I'm thinking of setting up a 'clean' Schwab bank account to receive my DD and then establish monthly transfers to…
Dave I can always ping students in my program and/or my parent CS department ... call it an 'internship' and you/we might get some qualified nibbles if they can count it for a few credits. Of course it's too late for Fall, but maybe for Spring....?
There's a growing part of me that's like "screw it, sell it all!" but then you're sitting in cash or munis for who-knows-how-long which isn't too bad, I guess. So I trim where I can and stay in quality DRIP stocks and a few MLPs since I'm not 100%…
@masterd -- because a lot of people ('retail') will probably think as goes Warren so goes Berkshire and sell just on the headline because OMG. Market psychology and all that. The long-term BRK holders (eg, the Berkshire version of Bogleheads wil…
The only people he talks to are fellow billionaires and/or sycophants, so of course he's not getting any information about the plight of the average person on Main Street USA. Not to mention, he's incapable of showing empathy and/or connecting with …
Warren’s successor has to prove himself as the chairman. The Buffet premium on the stock is gone. Greg Abel, from what i read, is a very capable manager. We will miss Warren Buffet.
Depending on how hard BRK tanks after Warren passes, I would be …
Sold my TDS preferreds to lock in some TLH offsetting on some large gains this year.
May sell other paper-loss holdings going into year-end too since PRWCX looks to be delivering another large payout as well.
@rforno. So, you did have "TDS", but …
Sold NVO and AROC to lock in losses for TLH purposes. At this point I think my active portfolio is about as well-balanced tax-wise as it can be heading into year-end. Lots of cash raised and ready to deploy as needed. (again)
Happy to buy either b…
"How many times did Werner von Braun’s Saturn V blow up prior to being approved for manned flight?" (Watch 'The Right Stuff' for a humorous example of this)
That said, von Braun didn't test Saturn V where those watching the launch or going about t…
My favorite MuskRat post recently
"Control of Tesla could affect the future of civilization"
He demanded door handles flush with car and that could not be opened from outside without battery power, causing multiple deaths and infants locked insid…
Speaking of the AI Bubble... when companies start musing openly about creating ways to 'backstop' or 'guarantee' their investments, you know it's a bubble.
https://www.cnbc.com/2025/11/06/trump-ai-sacks-federal-bailout-openai-friar.html
