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Thanks guys. Was out of town on business. TFSMX I will not buy since I can't buy it. I don't do load = one of the things that goes against my religion.
And I own both FPACX and NARFX. Heck I also own HSGFX.
Looking at MFLDX very closely. Regarding…
Sorry Kenster. No fund is indispensable. Manager needs to show his investors he is invested along with them. If not the poor folks forced to buy load shares or load-waived shares at Schwab, then at least the institutional investors. Having to go on …
Regarding Leuthold, the same can be said about Berkowitz. He was practically fawning over Bartiromo on CNBC. And we know what's happened to his fund since then.
Regarding Leuthold, for some reason GLBLX has done better than LCORX. They aren't much …
Yes BB&T fund - two - that George Shipp managed are now part of the Sterling Funds. Such things happen. Remember those guys of FMLSX fame merging into Wasatch. Recently Delafield merged into Tocqueville.
The fund and the manager is what I'm loo…
Reference to David Iben not owning any of his funds? Here...
http://www.nuveen.com/MutualFunds/FormsLiterature/Prospectuses.aspx?refsrc=iwt
You can click on SAI for fund of choice.
I'm inclined to agree with you. With LCORX I was trying to cure two of my problems in one shot. I will first say I don't put too much faith in M* classifications. I'm just looking for a defensive manager.
So then, I discovered yesterday that NVOAX …
Me thinks a lot of the stock exposure - long and short - of TFSMX is driven by the research behind their small cap fund TFSSX. They seem to be specializing in small caps and perhaps the evidence of that is they do not have a mid cap or large cap fun…
Oh Dear Me! David Iben does NOT have ONE CENT in any of his funds. This goes against my religion. Cannot buy any of his funds, no sirree.
Back to the drawing board. Life sucks most intensely.
Sorry, I do not compute. Like I had declared on this board. I sold TMCGX and was waiting for a correction to buy into ARIVX. Which I did. Don't quite understand why one would replace FPACX with ARIVX.
Perhaps AUXFX might be a worthier replacement …
NWGRX and NVORX are TF fees at Scottrade. In any event $100K minimum is not my cup of tea. Methinks NVOAX at Schwab. It is not as if NVOAX is restricted in its ability to cap foreign exposure. It just doesn't seem to have a mandate to stay substanti…
I'm a little confused by "short term" and "high yield" in the name. I doubt "short term" can be high yield. Don't want the fund to fall off a click one day. If you look at the chart it is pretty steady which tells a different story - that it is not …
Fabulous. Mr. Davis would tout B&H when it WAS working. And then he will tout it when it DOES NOT work by saying NOW going forward it WILL work.
Beautiful Marketing.
Can't wait for the Uber Alternatives Strategies fund to come out. Hopefully it is available at Scottrade. My NARFX funds are waiting to be rolled over.
Sorry but this website is pretty much moving folks toward index funds. That's the way I look at it.
PS. I typed HSGFX. I get n/a's across the board! I mean the one fund I buy to manage risk, it will not grade ?!?!?!
I'm sorry, but I find this webs…
Well, the folks at Scottrade apparently do not know this and are asking for 1,000,000. Which needless to say is totally ridiculous.
Let me go find an individual who manages his/her own IRA, wanting to use NTF funds, and has $1,000,000 to invest. In…
bought some PAUDX and PGMDX in a small IRA. Completely exited MXXVX today.
Previously eliminated 50% DEFIX and 100%TMCGX. Looking at ARIVX as replacement for latter at opportune time. Was also waiting to enter position in FMIJX. Looks like I will b…
I looked long and hard at both global all cap and value opportunities. Not to mention the only difference seems to be global is more internationally invested than the other, David Iben has a grand total of $0 in both funds.
Simply was not able to g…
I rarely "automatically invest". The reason is, it becomes that much harder to track cost basis.
I track buys in whole dollar amounts. Sells in whole shares.
Just look at estimated dividend payouts, approximate to whole dollar amounts and invest a…
What? The "Market Neutral" fad is already over? I have my own private lemon - NARFX. Have TFSMX too. Have been looking for an alternative for NARFX, but wondering if I'm just going about it wrong and should just move all into TFSMX.
I found the last 2 items in the article confusing. Dunno how they help me sell the fund. Or he is saying Fairholme has no "process" anymore? And regardless dunno whether he is admonishing investor for selling on weekness or something else.
Everythi…
and prinx may have hit the nail on the head. nothing goes up for ever. let's hope FAIRX goes down another 20% and then let's buy it for a trade. hyuk, hyuk.
I'm sorry, my reading of Hussman is different. Hussman may be "lamenting" that what he think should happen is not happening "soon enough". Then he claims it WILL happen because historically the odds in the favor of his argument.
The blogger IMHO is…
I'm beginning to wonder if we are getting hoodwinked. AQR allegedly has a reputation, but have they done anything spectacular in the last 3 years, exactly the kind of period you would expect them to thrive?
I need only one NARFX. Don't need another…
ROFL. I want all my brokerages to be cretins like Scottrade.
I also have Scottrade account. I own some DEFIX directly with Tocqueville. I have to mail written request to sell my shares there and have been lazy. I also own some DEFIX in my Scottrade…
You can't be serious. Funds are not going out of style. Again, I don't let politics or religion dictate my reason to buy a fund or not. I don't think deepcapture.com is a hack site. I want to give Amana/Saturna a chance to respond. And I can find an…
I just thought about something else. I have some funds I had purchased with fund company, then transferred to Schwab and Fidelity. The brokerages will not have history. They will only know history from when I transferred shares in. Then on top of th…
Aah, now THIS is starting to make sense. Every sell made in year 2011 asks the question. This way for EACH security we can change the way we want cost calculated and then THAT is reported to IRS.
Now what about funds I haven't purchased at Brokerag…
Thank you Mr. Snowball. We have enough going on in the world without conspiracy theories. Either we will get accurate information or hopefully Saturna/Amana sue deepcapture if they are making up stories. To me this is a reputation damaging article. …
So the onus is on me to FIND the right person at the Brokerage and RELY on HIM to listen to my wishes? Or is there formal way of notifying the Broker?
I mean this sucks. No broker has contacted me as yet. No email telling me to go fill a form. Noth…
I have Fidelity statements for the last 6 years to prove Fidelity DOES NOT use FIFO accounting by default. They have sent me statements using "average cost basis".
Then again, I have long suspected the alignment of the planets must have been messed…
Okay let me get this straight. Every year, Schwab, Fidelity etc. send me a report of my "cost basis" on shares of funds I have sold. It prepares the report using "average cost basis". As I explained before I do not use "average cost basis" buy "firs…
I've made it a point to always do FIFO accounting. I am not expecting any upheaval at tax time because of this. How brokerage is reporting cost basis is totally irrelevant. How YOU report cost basis is. As long as your math is correct, there's nothi…
I had mentioned this during the FundAlarm days. I told people that I earn 4% in a high interest rate FDIC insured checking account upto 25K. Most people asked me to "prove" I was actually earning that much interest. Or found other ways to discourage…