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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.
If you do not cash your (paper) IBonds when they mature, do you automatically owe taxes on the accrued interest? I am guessing yes but thought I should ask.
@sma3, Thanks.
@WABAC, GRID appears to be a good fund. Seems like better than investing in populistic themes which I try to avoid. Does you having only a small position in it inadvertent or deliberate? Thanks.
@wabac,
I was not familiar with AMFFX and so looked it up. Still can not figure out why you compared it with DIVO. Please say more / share more.
P.S.: For me, derivative income equity funds are a different animal than historical traditional equi…
Common man may not understand that BA has been under a deferred prosecution agreement pursuant to that 2021 agmt. Justice department can review whether BA has been complying with the terms of the agreement. Many citizens believe BA behavior has no…
@BenWP,
That was a poor joke about GP! It shows that I should stick to investing and not dabble in comedy. I cautioned the forum about GP before they blew up - I have a very low tolerance for poor governance.
@sma3,
The warrants they received in the deal are exercisable at $2.50, today’s closing price is $3.40.
I do not know anything about Indymac. If M did not do anything to drive stock price down and further dilute pre-existing shareholders, which…
Crypto mining (not dying) uses up a lot of power. Now, AI uses a lot of power. As humans do less manual work, more power is needed. What I have not been able to figure out is how to invest in this growing need and letting PRWCX and BRK invest in …
Not exactly flying under the radar, because fund is well known to MFO members, but it may be useful to know that NEAIX/NEAGX currently holds 43% in microcaps. The fund’s moniker « aggressive growth » might lead some to think it’s yet another LCG fea…
Any one here thinking of buying BA, I would wait until tomorrow regular session.
A big ass Boeing plane with twelve wheels in the back and bound to Japan from SFO dropped one of its wheels (tire assembly?) as the plane was on a steep take off ear…
@WABAC,
You have been busy!
FWIW, when I learned about XMHQ from you, I sold my FSMEX and bought XMHQ but I know you already own a lot of XMHQ.
Do you mind sharing your thoughts on why you chose SYLD at this time? Thanks
When Jeff Bezos was leaving Amazon CEO position, answering an unrelated question, he said someday Amazon stock price will become zero. As it does not pay a dividend, if I am a buy and hold investor what is the difference between AMZN and BTC (or CO…
@yogibearbull,
From my following and researching CGBL, I have been pleased with its behavior. Its fixed income sleeve Core Plus. The only reason I have not invested in it is because of potential high distributions from its fixed income sleeve (b…
The Gang paid about $1.7 per share. So, they already made 100% return, with closing market price of $3.4, only if they can sell to cash out. Obviously, the gang did not do the deal just for 100% return.
I enjoyed reading this month magazine. I am eagerly waiting for next month's continuation article on Options by Devesh Shah. After you read his Options article in this month magazine, you may want to also checkout his instructive Youtube videos on…
I was going to watch it on Thursday when there is not much to watch. Please post the link if it reappears. I still have not completely watched Pig Butchering -
@David_Snowball,
Grateful for the time and effort you took to indulge me.
The mantras you laid out match my expectations and is consistent with the PVCMX objectives i remember reading in their fund literature, though i never owned it. I know s…
Until we get dividends, we are buying stories we tell each other. When we get dividends, we buy physical conveniences, then we spend the rest on stories we tell ourselves.
Look what Yogi is doing. He may not believe in it but he is participatin…
@David_Snowball,
Thanks.
Not to digress but i do not have comprehension of what "Absolute Return" means, though i have seen that term used in fund name and otherwise used in the context of investing.
"They know The Right Way to invest despite bei…
Once Huge companies sponsored those ETFs, the space was legitimized and Congress lost any power they may have had to control the monster. Previously, only the rich and cool kids dabbled in this space. Soon cryptocurrencies will permeate many retir…
Not sure I ever looked at PVFIX before as I tend to stay within large and mid cap. It is a 21 yr old fund. As of 12/31/2023, holds 43% in cash. PVCMX is another small / micro cap value fund frequently mentioned in this forum that goes heavily int…
XMHQ does not reconstitute until for a few months (may be 4 more months). So, expect to see SCMI and its moods in XMHQ for a while. I too happen to own (a small) position in XMHQ. Thanks to @WABAC for mentioning it in this forum.
According to TRP website, TCAF has reached $1 Billion in assets.
Would be Interesting to know how much of this money moved from other TRP funds and how much of it is new to TRP.
May be but that can be a good thing. I was very circumspect about t…
I try to avoid funds with heavy inflows but this fund is not widely available - to my knowledge, of the big box brokerages, currently available only at Schwab - as such I am making an exception.
I have been pleased with MRFOX performance (not just TR) for the one month I have held it. Decided to do additional research on it and am surprised to note M* says MRFOX portfolio is of one of the lowest Quality (as of Aug 31, 2023). Its D/C ratio…
For a Co. under a deferred prosecution agreement since 2021, BA has increasingly gone on an overdrive in peddling B.S. rather than making meaningful changes, which is not possible without an overhaul of the leadership team starting with the Board an…
"Boeing CEO Dave Calhoun promised to meet the FAA's deadline: "Boeing will develop the comprehensive action plan with measurable criteria that demonstrates the profound change that Administrator Whitaker and the FAA demand.""
Man, this guy has perf…
