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Academic research paper on a related topic
"Impact of Mad Money Stock Recommendations: Merging Financial and Marketing Perspectives"
https://journals.sagepub.com/doi/abs/10.1509/jmkg.73.6.244
I am surprised that using Gartman as a contrarian indicator seems to keep working. At some point, there must be a reversion to the mean! :-)
I actually like frequent CNBC contributor Dennis Gartman less than I do Cramer.
Gartman's two calls for s…
I should have added, as a note of caution, that BWEL is very thinly traded OTC. I guess that you may be aware of this but others on the board may not. The BWEL book "King of California" is a great read.
Bought VIG and small positions in LUK and BW…
Bought VIG and small positions in LUK and BWEL. Plannning to keep powder dry, but may buy some VEU and some more VIG in the coming weeks. May add to FAAFX when Fannie/Freddie and Sears prices show signs of stabilizing. Waiting for a 'whoosh' down f…
Thanks for the explanation and clarification. Much appreciated.
if the fixed income fund's objective is current income -- then you pretty much covered ALL fixed income funds. trust me i know... i read (if not write) these for a living. for the equ…
Yes, the founders moving to the background and the changes in the overall portfolio (because of the merger with Jefferies) are concerns. My view is the low Price to Book reflects that. I am long MKL and Fairfax, though MKL is starting to get pricey…
@scott...apologies if this is off-topic. How does this proposed legislation impact the favorability of pipelines vs. road vs. rail for transporting oil. Are pipelines and rail competitors for crude or refined oil transportation? Thanks in advance.…
Initiated position in LUK today -- attractive Price to Book and confidence in management team. Will buy more as it goes lower. Also looking at ZFC as it heads lower; seems more attractive than PDI or DBL on a valuation basis -- will appreciate thoug…
My point exactly. The portfolio composition of DSL and DBL are very different even though the stated fund objectives are very similar and they are run by the same manager. What gives? At least for PDI and PCI, the differences in portfolio strateg…
Thanks. The webcast transcript highlights the differences in the portfolios of the two funds much more precisely, but the reasoning is still not entirely clear. The scope of DSL seems to be more global/emergings mkts oriented but both seem to be go…
Do you have a view (either of the companies or on the stocks) whether CP or CNI may do better in the long term? Again, just trying to understand and learn more about these two companies. Thanks in advance.
I also own CP, UNP and BNSF (BRK-B). I …
Buying opportunity in PDI and other PImco CEFs today? More broadly, since this departure may imply increased portfolio tirnover at some very large Pimco funds, we may see some temporarily/irrationally lower prices in some bond categories -- what is …
Added to DSL. May add to PDI and buy LUK.
Scott..I am curious -- why CNI and not CP? I have no strong views on either..just trying to understand both better.
I had a limit order in to buy October calls on FXB. The goal was to exploit any panic drop in the pound immediately before the vote, as I expected the vote would not be in favor of independence. The pound did not fall far enough for the order to b…
You will need the extra tax forms.
Here is an analysis of the OAK ipo a couple of years ago.
http://brooklyninvestor.blogspot.ca/search?q=oaktree
Long OAK.
BWG
Oaktree subadvises a high yield bond fund (RNOTX) and an emerging markets fund (HAEMX). Will be interesting to see a comparison of the expense ratios once the details for the in-house funds are available. RNOTX may not yield an apples to apples co…
Thanks for the inputs. A couple of comments:
1) I am looking to play the referendum rejecting independence...I expect the pound to benefit from this.
2) This is a very short term trade. Very speculative. Using the small portion of my assets I set…
+1 ...I don't know much about the other two vendors, but the the Real Estate account is unique and makes TIAA_CREF a worthy option.
TIAA-CREF would be my recommendation. Their programs come in many flavors, not all of which offer the same combina…
FWIW, here is a relatively recent and long article on Onex.
http://www.businessweek.com/articles/2014-06-26/gerry-schwartzs-private-equity-firm-onex-thrives-in-the-shadows
Added to Oaktree (OAK). Considering the following Canadian companies:
Onex …
Added to Oaktree (OAK). Considering the following Canadian companies:
Onex (Private Equity)
Dundee (Holding Co.)
Dream Unlimited (REOC) and
Boardwalk REIT
Also, pondering MONIF.
Would appreciated comments from others on any of these names.
GLTA
Part of the reason that the expenses are high is that it is a fund of funds or, more specifically, a fund of closed-end funds. On the plus side, when markets move up, the fund has an additional kicker in the form of a narrowing of closed-end fund d…
Will look at SWAY, the upcoming spin-off from STWD. Key question is whether it will behave more like RESI or like SBY? May also buy some Berkshire Hathaway..B class shares, in case you were wondering. Otherwise, most of the other stuff is way abov…
Old_Skeet, STB65 and Scott...thanks for your helpful comments. While farmland sounds like an attractive alternate category on paper, your views highlight some important cautionary factors, in terms of the relatively high prices of farmland, potenti…
Not sure his involvement will help the performance. The underperformance seems to be due to two elements of the fund's strategy:
1) The use of tail risk hedges -- does not help in a steady bull market
2) Asset allocation that overweighted commoditi…
Two questions that focus on the distribution of SEEDX/SEDEX:
1) Why has TD Ameritrade refused to lower the minimum for SEDEX to the revised level?
2) Does Oakseed plan to make the fund available through Fidelity's fund network?
The fund was expected to underperform during up markets, given its use of hedges. What was surprising was that it did not outperform during downdrafts/corrections in the last 3-4 years. It could well be that it truly outperforms only in the wake o…
Reply to @scott: I remember the literature for the fund noting that it will be long-biased. To that extent, it may behave more like a low volatility stock fund than a market neutral fund. I have held it since inception and plan to continue to do s…
Reply to @scott: The company has been consistently lauded for how it treats its employees. Will be interesting to see if this translates into relatively better stock performance over the longer term (as has been the case for Costco, Starbucks etc.).
Ironically, the only CNBC show that did not have an all-time ratings low last quarter was the 3-4pm hour of Closing Bell with Maria Bartiromo.
http://www.talkingbiznews.com/1/cnbc-has-worst-quarter-in-20-years/
