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.
Hi Charles and others,
It was in my thinking that the recent October pull back was a set up for the fall stock market rally by big money. By doing some selling big money forced some margin calls on other investors which in turn forced prices even …
Hi all,
The WSJ is reporting it a little differently. They have the TTM at 18.68 and forward estimates at 16.65 for the S&P 500 Index. My source is linked below.
http://online.wsj.com/mdc/public/page/2_3021-peyield.html?mod=wsj_mdc_additiona…
Old_Skeet has already positioned in for the traditional fall stock market rally during October's recent weakness and thus far has a gain on this spiff of about 6.0% thru the 31st.
I wish all ... "Good Investing."
10/29/2014
This is an update on my spiff position that I averaged into with, about equal, positions bought at 1960's, 1920's, 1870's 1840's & 1910's. As of the close of today I am up better than four percent with a market close on the S&P …
Hi LLJB,
I was not going to make continued comment ... about my investmet style.
What you wrote about your father was much in of the same as to how my father raised me. I believe they both were wise gentlemen. I lost my father about ten years ag…
Thanks Ted for posting.
Old_Skeet has a good representation of funds that made the list. They are as follows: CFLGX, EDIAX, and SVAAX. I have been looking at PGUAX and I like its three main sectors of investment focus ... energy (30%), utilities …
Hi Scott,
I guess hank missed the nail with the hammer on this one.
I enjoyed your thread >>> What are you buying, selling or pondering? >>> which I enjoyed reading and finding out what others were doing and thinking. It is prob…
Thanks Bitzer,
I appreciate your comments.
By the way, I did not take your comments as being critical. Please get some thick skin and continue to express your thinking. Nothing wrong in doing that. I just wanted to know if those asking question…
Hi Blizer,
Thanks again for making a comment.
In the spirit of broadening investment knowledge would you care to make a brief comment about your investing style?
I would be interested in knowing how you govern. Thus far, we know a good bit abo…
Hi all,
In review of my income sleeve within my portfolio which consist of the following funds ... EVBAX, LALDX, LBNDX, NEFZX, THIFX and TSIAX ... it appears the managers have now lowered their duration and the sleeve currently has a duration readi…
Yep,
I usually try to keep about 35% of my equities in small & mid caps. Currently, I am now at about 25% combined based upon my most recent Instant Xray analysis. Seems some of my hybrid funds have reduced their allocation to them. I have c…
Hey guys,
I enjoyed the game ... but, I have no team in the matchup. Sometimes, this is the best way to enjoy baseball. Hopefully, the Royals will pull even and make it a good interesting series. I am hoping it will take game seven to decide.
O…
Hi Derf,
Thanks for the question.
In checking my weekly valuation log, I ended the third quarter about even with where it began but slightly up by only a couple of grand. So over those 13 weeks my pay was only a couple of thousand from investing …
Hi rjb112, Blitzer, John Chisum, V/F and others,
Thanks again for your comments.
If you were to look back through the historical postings here and at fund alarm you will find that in the past I go heavy in equities around fall and usually start to…
Hi rjb112,
Thanks for your comments.
So far it looks as though it might come through as I anticipated as history tells us STS will work more times than not. However, there are many things that can take place for the rally to turn as you have stat…
My thinking is that "big money" is going to move money from one asset class to another form time-to-time in seeking value. Once an asset class gets overbought well its time to move to another one that has become oversold. Small caps by my thinking…
Hi Catch22 ...
Thanks for your question.
I reference the below link for certain P/E Ratio details on the S&P 500 Index.
http://online.wsj.com/mdc/public/page/2_3021-peyield.html?mod=wsj_mdc_additional_ustocks
Notice the continued positive ou…
I thought I'd update the board on the special investment position (spiff) I made in what turned out to be a downdraft in the S&P 500 Index as it did pull back about ten per cent from its recent high of about 2020 to a recent low in the 1820 rang…
Here is one that most of the appreciated has occurred ... Not sure it will fit your fancy though ... but, it is my kind of car ... and, priced about right.
http://www.streetsideclassics.com/showcar.php/atl/1866
Hi Catch ...
Good to see you posting. I enjoyed reading your past posting of your thoughts and what you have been doing within your portfolio.
Currently, I am holding my own in this market downdraft. By my thoughts, we have moved beyond a dip an…
Hi Junkster,
Nice to see you posting again. About catching falling knifes ... I don't look at my current special strategy in that light. But, one that uses market money to make new purchases at discount prices. Below is my thinking, my strategy,…
I am hoping the 2100 comes to be for a year end close for the S&P 500 Index as forecast by Birinyi. This would equate to just short of a 12% gain from current levels of 1878. Which is indeed possible should forward earnings estimates materiali…
I am hoping the 2100 comes to be for a year end close for the S&P 500 Index as forecast by Birinyi. This would equate to just short of a 12% gain from current levels of 1878. Which is indeed possible should forward earnings estimates materiali…
Hi Derf,
I follow the sectors listed by Morningstar through the link below.
I use both the 30 & 90 day rolling return numbers to spot trends and, at times, overweight certain sectors through either choosing funds that are heavy in these favo…
Hi John,
Thanks for posting this Seeking Alpha article. It is well written and the comments on the strategies discussed I found to be of good reading. My thoughts are that there is a good possibility of a 250 point drop in valuation for the S&…
For those interested here is what I found on the Zweig approach that Jerry referenced in his post above. It is linked below for your reading enjoyment.
http://theguruinvestor.com/2014/09/11/great-pages-zweigs-shotgun-approach/#more-13429
Hello,
I own EVBAX and was surprised that it was listed as a bond fund when I first made purchase. Perhaps something to the effect of multi-asset/sector income might be a better fit. I currently have this fund in my income sleeve but it might be …
Hello,
Since, I am currently holding about 15% cash plus about another 5% that is held within mutual funds within my portfolio ... according to my last M*’s Instant Xray… I did a little more buying this past week due to stocks having now moved beyo…
Hi JohnN,
As of my most recent Xray which includes liquid cash (about 15%) held within my portfolio plus the cash that my mutual fund managers are holding (about 5%) equals about 20%. I have recently spent some but I have also had some fund dist…
From my wild side ... as I am no expert!
For me stocks, in general, are not cheap by any means ... however, when compared to bonds, in general, they seem like a bargain by my thinking.
For me, I have been lately buying based upon the following rat…
Hi ron,
I try to look at funds that fellow posters favor. It seems this fund (AABPX) is somewhat interesting and is run by committee as I counted ninteen (19) fund managers assigned to it. In addition, it carries a four star rating by Morningstar…
