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Conversant (CNVR), formerly Valueclick, largest SCMFX holding as of 6-30, +31.45% pre-market agrees to be acquired by Alliance Data. Yes, I do own SCMFX.
FTW: You may wish to pose your PDI ER question on the CEF M* forum. And while you're there, look at the MPM (modern portfolio management) thread begun yesterday to see what PDI has added to TR from its tools. PDI is a favorite of a number of posters…
David: This just in from John Park.
Hello Denny,
Thank you for your email. We appreciate your notifying us that Vanguard and Scottrade have not reflected the new lowered minimums for the Investor Class shares of Oakseed Opportunity (SEDEX). We hav…
Thx David. Now, you said, "through Schwab's system." IOW Scottrade has an omnibus agreement with Schwab about things such as the funds Scottrade can offer and what exactly Scottrade really can do in the mutual fund area? Anyway, that's my understand…
Aston is an investment advisor. It does not manage portfolios of its own but uses 17 other managers as sub-advisors. As such, it has no expertise in any asset class. In his conference call on April 19th about his partnering with RiverNorth Strategic…
