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 VintageFreak,
Well no, I am not trying to say anything.
I saw this and thought it was a good post for some thought. Ask yourself ... Was some one trying to get a large trade in on the July books before the market close? Was it a big prop de…
Hey Catch Skeeter here. I hope you have a great vacation and enjoy your family while you are gone. Always nice to get away ... but, home seems great upon the return too.
At least it does for me.
Skeeter
Hi Ted,
I saw that too. Sometimes I think one will be surfing and come across an article they think will make a good post for the board and just link it without checking to see if it has already been posted ... Thus a doubble post. I know I have …
Hello Heatbob and others,
I had lightened up on commodities, energy and materials awhile back and went heavy into utilities (16%). I recently cut utilities in half and I am now increasing my allocation to commodities, energy and the materials sect…
Hey Derf,
I don't own this fund ... but, I have been keeping an eye on it for sometime ... in more ways than one. I follow it though Morningstar's report ... and, it headquartered in my hometown of Charlotte, NC. They use to be in the Bank of Com…
Hi Mike,
I too hold Principals Global Diversified Income in the income area of my portfolio. I am very please with its performace. For those interested I have linked the Morningstar report on the fund to complement the link that you provided to t…
Hi Carefree,
I have linked the Morningstar report below on CAMAX for easy review.
http://quote.morningstar.com/fund/f.aspx?Country=USA&Symbol=CAMAX
Like Scott has said it is a "hot" fund at times and also can be chilling "cold." Also, MSF had…
Hi Kaspa,
I have been buying equities at a measured pace when the S&P 500 Index is back of 1340. Why 1340? Well, 1340 is the mid point between the year to date high of (1422) and its low of (1258). 1340 provides an entry point at an aprox.…
Hi Investor,
That sounds like a good trip ...
Wife and I have been in Florida this past week for the 80th Panama Canal Society Reunion and are now traveling back to Murrells Inlet, SC. While in Fla we stopped at the Dog Track and made a few wage…
Hi DlphcOracl, Skeeter here ...
I use the Bloomberg site as it provides all the things that you mentioned plus some other features. I have provided a link to Bloomberg below.
http://www.bloomberg.com/personal-finance/
Under the Personal Finance …
Hello,
I thought I'd make a post since I have been silent the past week, or so. I usually read what Jeffery has to say each week and with this, I felt I would post his call of the weak.
For me, I am still with my asset allocation of about 25% cas…
Hi Mulder 420,
I have linked details on INCMX for you and others to review. Although I do not own this fund I check its holdings from time-to-time since it is a fund of funds to see how it has been positioned. Perhaps it might be of some interest…
Hi bee,
Here is another strategy for your consideration.
I learned of this strategy in my study of noteworthy funds. This one is in the Columbia Family of funds and its ticker symbol for it’s A shares is CTFAX, Columbia Thermostat Fund.
Basicall…
Hi Catch,
I have some comments that I will make and in making them perhaps it will provide some insight into my thinking and my practice that will provide some answers to the questions you raise without a direct response to any of them.
First, I b…
Hi Ted,
Thanks for the article.
Thinking back over the years this is a sector that my late father invested a good percentage of his assets in as he favored utility stocks over bonds in general. He felt, utility stocks offered something bonds in…
Hi Catch 22,
I thought there was a good possibility that the market would pull back to about where it started the year. For the S&P 500 Index that would be 1258. As of today, the S&P 500 Index closed at 1278 ... Well, that is not too far …
Hi Catch 22,
I have linked below a contact link to Ron Rowland. Perhaps he can provide the information you seek.
http://www.allstarinvestor.com/public/department6.cfm
I hope this is helpful.
Skeeter
Reply to @JoeNoEskimo:
Hi JoeNoEskimo, I don't recall seeing a post from you in the past. If you are new to the board, Welcome. All comments are welcome on any of my post ... and, since we are a community of investors opinions vary. Netherthel…
Reply to @johnN:
Hi johnN,
I wanted to think on this a little before I responded. I think you are on spot on two things ... The market S&P 500 Index could end the year +/- 5% form its starting form back of 1260 and commodities are in a corr…
Hi Kevin,
I have a high school buddy of mine who is an engineer and invest in the market as I do. He uses highly technical programs and I use elementary math skills I learned from the fourth throuh sixth grades. High, low, mean (average) and +/- …
Hi Max,
Max you are probally right about fundamentals. Perhaps J P Morgan is doing some selling of assets to cover their stated two billion loss, working perhaps on three; and, if this is so, I would expect that would be putting some selling press…
Reply to @catch22:
I hear you Catch ... I'll just start the nibbling process in the 1320's (S&P 500 Index).
A long five months to go ... Not backing the truck up ... Just measured buying.
Skeeter
Reply to @Tony:
Hi Tony,
You might be right on your short positions ... after all J P Morgan probally has to sell some assets to cover its stated two billion loss. That should put some selling pressure somewhere. Don't you think? Or, perhaps…
Reply to @Kaspa:
Hi Kaspa,
I agree that one should run with what they have good confidence in. I primarily use only four to six indicators in my technical analysis and trend system. Thus far it seems to have worked for me since I have become a …
Reply to @Skeeter:
A third post with more on the subject from Zerohedge ...
http://www.zerohedge.com/news/guest-post-can-banking-regulation-prevent-stupidity?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed:+zerohedge/feed+…
More on the subject ... The Big Picture: Understanding J P Morgan's Loss, and Why More Might Be Coming by James Bianco. It's linked below.
http://www.ritholtz.com/blog/2012/05/understanding-j-p-morgans-loss-and-why-more-might-be-coming/?utm_source…
I agree, there is no way from my thoughts to keep investors from buying bonds. If you close only one avenue to the freeway ... then investos will get on the freeway through an alternate route(s). Simply closing purchases in open end bond funds wil…
Hi bee,
Here is another take on the markets ... It from Wall Street Week Ahead which has a bearish outlook. It is looking for a five to seven percent pull back form the recent April high of 1422. This would put the S&P 500 Index at a reading …
Hi ron,
I saw your question ... and, I was not sure if you was asking this of the board or of me.
Currently, I am not taking distributions form my IRA; however, I know of some that are. Some have their securities set to reinvest and some have the…
Hi Scott,
Thank you for your comment. I think your Investment Strategy speaks volumes and I printed it and tucked it under my desk mat for future reference.
Thanks again for you input.
Skeeter
Hi Derf,
I don't automatically reinvest dividends form my stock, bond and mutual fund holdings.
In my taxable account, I often use this as spiff money to my pocket; and, in my IRA account I pool the money until I have enough to buy a meaningful po…
Hi Catch 22,
You reference a big screen in your write up ... So I came up with one; and, I have linked it below ... It is not looking to good for market open on Monday although natural gas is looking good presently.
http://finviz.com/futures.ashx…
An Update
I'll Have Another wins Kentucky Derby ... With odds at 29 to 1 a $10.00 wager retruned about $300.00 in spiff.
http://www.marketwatch.com/story/ill-have-another-wins-kentucky-derby-2012-05-05?siteid=rss&rss=1
I'll mention one fund, that comes to mind and that I own, that has performed well in both uptrending and downtrending markets ... It is PASAX, PIMCO All Asset Fund. I have linked its Morningstar report for your easy reference.
http://quote.morning…
Hi bee,
I have been watching this ... Two things ... It seems as earnings have been reported and with a pull back in prices widended the discount. If you look back a year ago the market was selling at a premium. Just goes to show, investors are …
Hi Art,
I had the same thing to deal with a few years back. I configured the taxable account to hold a good portion of tax advantaged income producting assets and the tax deferred accounts, ira and 401k, to hold the other as much as I could. The …
Hi DAK,
A good part of the income increase is due in large part to short term investment position profits which are taxed the same rate as interest income ... the other part, that is not mentioned, comes form an increase in dividend payments receiv…
Reply to @catch22:
Hi Catch 22,
The funds that I invest in are all A share funds including the two mentioned above along with the others that I recently referenced in another post that I think you might be referring to. Being able to buy a good …
Reply to @Old_Joe:
Hi Old_Joe,
I agree that pipelines are a good indirect way to make a play on natural gas as well as other energy forms that are transported through pipelines. Pipelines have contracted revenue to move the product and to me thi…
