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.
The last thing Boeing needs is financial restructuring. They need to reinstitute the pre-McDonnell Douglas merger ethos where engineering trumps cost cutting.
+1
The McDonnell Douglas merger precipitated Boeing's descent.
McDonnell Douglas manage…
@rforno
I seem to remember PRBLX being criticised for this and responding in some way, but it would be hard to locate now.
As far as financial shenanigans are concerned there are several funds that claim to look for it so as to avoid it. The one…
ESG is just one data point for investors but the GQP makes a biiiig to-do over it to stir up culture-war outrage in new and exciting ways for them to control things -- and ... ahem ... limit 'choice' in one way or another. (yay, freedumb!)
I don't …
Not to be a tease, but it's available if you know where to look.....
I'm not sure it's mass-market / retail-investor appropriate, but I'm sure most serious MFO'ers would probably find it "interesting reading" in-between posting in the forum. :)
Sold ETRN for a 15% gain in 45 days on news EQT is buying them back.
It's been trending higher in recent days and I didn't get the huge pop I was expecting on the news, but I primarily bought it for a 'trade' on the possibility of a sale. (I was h…
FWIW, CMS seems to service areas largely in Michigan, and there have certainly been major forest fires there also, though not, as far as I know, started by electric utility services.
Yup. But ya gotta take some risks sometime....and we're always …
To be honest, with the unpredictable climate induced weather changes, I'd be very nervous about any utility which has power lines capable of starting a fire. California, Oregon, Hawaii, Texas...
I'd say 'big forest fire' ... any ute could start a f…
On the surface, it looks bullish for equity, but I wonder if a lot of that money is there in lieu of 'safe' bonds? We may get a run there or in moderate funds instead?
I guess it all depends on how long-dated the bonds are in those MMFs? I still t…
IMO Bitcoin is the new forex for retail investors, probably small fries, looking to constantly trade. And I agree w/Balu that once these ETFs came out, it became normalized for the 'EveryWo/Man' and not something only for the rich to play with. But …
Semi-relatedly, AMZN just bought a nuclear-powered data center in PA to power some of its AWS farm...
https://electrek.co/2024/03/05/amazon-just-bought-a-100-nuclear-powered-data-center/
... and GOOG is saying its data center water consumption is …
@Tarwheel -- funny you say that. I'm thinking TCAF+CGDV would be a decent combination for broader equity exposure (with a slight growth bent) in one of my accounts.
SCHD is probably fine for most folks, but frankly with so many people are talkin…
@rforno, I thought options income was short-term CGs, not ROC. May be will double-check.
I double-checked as well just to make sure my info was still current. Per Kiplinger:
Option-income funds designate much of their distributions as a "return of…
BUI... I can't find a YIELD statistic, though share price and amount of dividends are there... Any help? But much of the div. is return of capital. Isn't that very much like my MLP? (ET.)
BUI writes options on its positions, so that option income is…
I think you have to look carefully at the states that each utility operates in. California is to some extent a worse case scenario, although PGE may also be a worse case management scenario. None even inspected those 100 year old hangers and never…
Or it could be the global market leader doing what it does, and has done for a while now, and will very likely continue to do for the foreseeable future.
And NVDA's P/E is virtually unchanged. So there's that, too.
It's far more about AI than ju…
One stock violently moving markets like this makes me uncomfortable....
Could be exhuberance by bulls, newcomers to the symbol buying, and/or shorts trying to exit their positions.
I stopped paying their $250 a year fee as I was not using most of the thousands (!) of recommendations.
Anybody got the article without the paywall?
Yes but it would require more formatting to cut-paste than I really care to do. And while there ma…
@WABAC- Yeah, I'm a Trekkie from way back. Got everything except the original series on DVD. Lost track of how many times I've watched all of that.
+1
If you haven't seen them yet, Picard is great (Picard Season 3 was amazing) and I am rather impre…
Since moving there in 2020, I have had nothing but excellent phone chats w/Schwab. Even when i got bounced around dealing w/a weird issue, they were professionl, positive, and never let me feel anything less than knowing my problems were being add…
For whatever reason, my energy companies (natgas) are all shooting the moon quite nicely today .. EPD, WMB, ETRN, FLNG. (I've not heard any news, though.....)
I trade natgas thru pipelines (which often have most of the income as fee-based 'tolls'…
My 403b at T-C is entirely in RWMGX so this doesn't impact me directly ... but doing this on the q-t doesn't inspire trust or confidence in where T-C is heading, in my view.
* I wonder how much they get paid for order-flow from the various cash-like ETFs they offer.
What are "cash-like" ETFs? Ultra-short bond?
Yeah, that's what I was referring to.
Schwab's idle-cash in brokerage accounts is the only major issue I have with them. You earn a pittance unless you throw it into one of their MMFs or an ETF* ... which only adds 'friction' when conducting transactions since you need to sell from the…
@David, I agree 100%. Though if fund managers were content to not be beholden to (or required to track?) a benchmark, this probably wouldn't as big a concern for them. But if they can't brag about their performance vs. an index or fund category, t…
I have relatives/friends in the advisory business. They a very different mindset about fees as that affects their lively hood. When there is discussion about low-cost mutual funds, they take a pass saying that isn't possible with them involved.
I t…
Aaaaannnd....on top of all that,
"Ackman is waiving the management fee for the first 12 months and after the first year will charge a flat 2% fee."
Not sounding too attractive so far....
I now feel bad for having launched a few jesting pot-shots …
Aaaaannnd....on top of all that,
"Ackman is waiving the management fee for the first 12 months and after the first year will charge a flat 2% fee."
Not sounding too attractive so far....
Initiated new position in BIZD and ETRN in my income (and some growth) portfolio.
Shifted some stuff around to consolidate positions a bit as well, but nothing major.
Ron,
ETRN is an interesting midstream co. M* FV is about 50% above current pri…
Initiated new position in BIZD and ETRN in my income (and some growth) portfolio.
Shifted some stuff around to consolidate positions a bit as well, but nothing major.
About time,, when did computers come on the scene... 1970-80? Only took 40 years to get to T+1
No kidding. Progress, right? While T+3 was needed when things were paper-based, I suspect it's probably stuck around so long b/c brokerages liked havi…