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.
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BaluBalu
Professional Experience:
Corporate Finance (Corporate Venture Fund investments, International and Treasury finance, Public Debt issuances, M&A, Joint Ventures, Planning, Business Divestures, SEC filings);
Policy and Legislative & Regulatory Affairs - Washington DC;
Capital Markets - London and NYC;
Commercial Bank Lending;
Field Biology.
"The corporate tax rate changes introduced by the Tax Cuts and Jobs Act (TCJA) have different expiration dates:
Main corporate tax rate:
The TCJA lowered the main corporate tax rate from 35% to 21%. This change is permanent and does not have a set …
@yogibearbull,
"2017 TCJA is good until 12/31/25. That means that not much will change for individual or corporate tax rates for the tax filing years 2025 and 2026. But things would change after 2 tax filing years."
Congress can change existing la…
With short end of the curve expected to drop 2% or so in the near future, all the big Tech companies and BRK will earn less interest income on their cash hoard. Tech companies will invest (productive or unproductive) in their business (AI?). What …
I have never come across a stock whose options are more expensive than that of DJT. The Nov 15 calls with $17.5 strike are trading nearly at $6. (Of course, the Jan 2026 calls with the same strike is only at $8.) By comparison, NVDA options are c…
Hi @Observant1,
If you are able to include a link to Charlie's week in charts blog post, those members that like to read rather than to listen could benefit as well. It usually takes only a few minutes to go through the blog post. Thanks.
Edit: …
"When selecting actively-managed funds, I now choose funds which have multiple portfolio managers."
That is what I too have been advocating. But it turns out I have not been eating my own cooking. All my single manager funds are from TRP. I kee…
I did not realize that you are supposed to invest 100% of your retirement accounts with equities. I never have. In fact equity %age in my retirement accounts is far lower than in my taxable accounts - not saying that is the right strategy, just st…
I get Charlie's stuff in my email a few days earlier and so I do not get to visit this thread often.
#4 above has been on my mind for a while. I can not say consumers are struggling without knowing if the total market has shrunk. Charlie need…
I think it is completely OK to question / verify every journalist's latest work, notwithstanding their past reputation, and not accept their work as God's word. Like all humans, they too are motivated by incentives and consequences.
(I have foun…
@hank,
"Many profess not to care what markets do. Say they never look. Never react."
If anyone says that they are not aware of the inherent contradictions in those statements, and we do not need to react to their statements.
I assume everyone th…
@hank, I looked at the change because you guys started a thread on it. Even then, I still do not know the price level. It is like something could be right in front of your eyes but you do not see it because you do not pay attention to it. There i…
The unknown outcomes from future management of money and operations does make me nervous but not much I can do about it. I do not track it daily or even yearly, though I have owned it for more than 15 years.
I have come across Gunjan in media over the years. I follow her on Twitter but I have not accessed my account forever. She is [has been] as balanced as they come from WSJ. I am surprised she is not already offered a TV job she could not refuse. …
Deleting after two days as the post has too much of my personal information. I allowed enough time for forum members to benefit from the info. I do not want AI models or hackers to get to my info at a later date.
We are in the age of Coinbase and Robinhood. (I did not want to mention FTX, Kraken, Xena Exchange, CoinDCX, etc. lest you stop reading.) Who birthed these? It is the demand from the youngsters. So, I do not get why you all are trying to use ki…
Deleting after three days as the post has too much of my personal information. I allowed enough time for forum members to benefit from the info. I do not want AI models or hackers to get to my info at a later date.
BF,
On a sum of the parts basis, it is undervalued relative to current market. Insurance and utility stocks are hot. But WB thinks the current market is not undervalued; otherwise, he would be buying back BRK stock.
I did not know about availability to retail at ML until I read @msf post.
Available to new investors. No ($0) minimum. NTF.
Not sure why there is so much interest in this fund now. Its YTD performance is 48 percentile and it is a $62B fund w…
From my memory of the last Q, BRK has about $600b in investments + cash. So, the operating businesses are being valued by the markets at $400b. They make about $40-50b (annualized) in profits.
"I see a reasonable chance the election ends up in the courts. Stock would soar briefly in that event. Then sell it fast before the final verdict is rendered."
Depends on whether they are frivolous law suits. If they are not frivolous, they will l…
I thought Robo Advisary services have not been able to capture investors who take at least a minimal amount of interest in investing. Vanguard does not seem to be able to get away from their brand of competing on price and volume.
BF,
No pension or any other safety net here.
As to planning tools, the only one I use is the M* portfolio which I started using about 7 years ago when I realized that I had way more cash than I thought I had which meant I was unrealistically ris…
The changes to Fidelity automatic investment features have been implemented many months ago, may be even in 2023. That feature is not as good as it used to be, say in 2022. That feature used to be very flexible and you used to be able to use it fo…
I am assuming it is not possible to access Kinnel's screener with my Premium subscription. Right?
His strict ER and manager investment criteria are not that important for me if the fund is from a reputable fund company.
Thanks Guys.
I would like to know if anyone in this forum is investing (not trading) in DJT. I do not care what they do with their wealth but good to know members' specific investing proclivity so I know how to read their advice in the forum.
I…
Thanks, O1.
Reason for not owning bonds - Bill does not think the Fed will be in an aggressive easing mode, unless unkown, unkowns become real.
He looks for secular revenue growth as a percentage of GDP. Looks for long term growth themes and site…
This morning when NVDA was down about 3%, all three indices were up nearly 1%. So, what caused Nasdaq and SPY to close negative to unchanged? Any specific news or just a change in general mood that caused the change during the day?
Technology, S…
I have not been following this thread well. So, pardon my enquiry. Why are you guys following the price ticks of this thing? Is there are catalyst, such as vesting, dilution, etc., tied to a price level?
I went to Kinnel's article in the OP in the hope of finding his screener so I can eliminate the fees and Manager investment criteria but restrict only to mid cap and large cap funds and re-run the screen.
I have not used M* screener in years. I …
and super micro being looked at sideways...any chicanery going on there?
They have a history.
They were just another vendor advertising in The Computer Weekly in the Bay Area before the internet. Always wondered why people got so excited about…
BB I have to prioritize my time
FD if this is true you wouldn't post so much.
Write non-repetitive and non-political posts and I will read 100% of your posts too. Also, strive for brevity if you want others to read all your posts. You are so focu…
