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.
More alarming analysis from ProPublica on the issue of areas of the country that may see “abandonment.” I feel like a Cassandra, at least judging from the deafening silence greeting my previous post.
https://www.propublica.org/article/climate-chang…
@rforno: I noticed that M* has a recent blurb on APA in a discussion of undervaluations in the energy sector. I could not track down TTL under that symbol. Is it Total or another energy company? Thanks.
@Mitchelg: I have been looking for such an animal, having owned CALF and COWZ previously. Both of them have done well at times, but COWZ can be all over the lot in market cap. The two I have stuck with through thick and thin are AIRR and PAVE. Both …
The gifts are merely the tangible (and easily grasped by the public) tip of the iceberg. It appears that the Feds have already targeted numerous people in the Adams orbit prompting almost immediate resignations (staffers, police, schools leader) whe…
League parity? I still count myself a Giants fan long after moving to MI. They are really stinking up the joint this year, but I guess someone has to be a doormat. The Lions did horribly with the overweight Matt Patricia so I extrapolate that Brian …
@WABAC, et al: an Alberta company called Flexible Solutions International (https://flexiblesolutions.com) has been trying since the early nineties to sell a product called WaterSavr that is intended to inhibit evaporation of water from bodies of wa…
Nice search @catch22. From 10” to 84” in all price ranges, up to $12,000. I had no idea our compatriots were such clever merchandisers.
@hank is right to avoid suggesting the display of the flag to express generic patriotism. Unfortunately Old Glor…
@Crash: I’m going to ME in October. Do you want me to case the joint for you? I could walk in, ask for the head honcho, tell them I “know” a big shareholder and see what kind of welcome I get. Check the peppermints in the lobby, test the level of se…
@Derf: rarely because I drive on flat terrain for the most part. I’m sure you’re right about the low percentage of drivers who use the feature. The Odyssey transmission has 8 or 9 gears to improve economy and smoothness of shifts, has a nice V6 engi…
@Derf: I believe they are called paddle shifters. My 2019 Odessey has them for optional up or down shifting. Most high performance cars have adopted them, as well. Ferrari has not offered manual for more than 10 years, nor has Jaguar.
1993 Nissan 300ZX, not my daily driver, however. I am older than @hank, younger than Old_Joe, and far prefer a stick. The newer automatics in super cars actually provide better performance than manuals, but purists still like three pedals.
Good query re: Sherman. BTW, do either of you two have a sense of how CBLDX (which I own) might behave once the Fed starts cutting? My goal with my stake is to outperform MMKs.
One tactic of right-wing (you may apply Fascist or another label) groups is to create a sense of chaos or danger from which only a « strong » leader can save the country. The more discord, the more distrust, the more disinformation, the better they …
Trump really upped his fear mongering regarding immigration. I can’t say I have ever attended one of his rallies, so maybe what he said last night is merely a repetition of his stump garbage .As I recall from my reading this is exactly what the Nazi…
IIRC, the UAW membership had hoped to recoup give-backs in previous contracts when the latest contract was negotiated. Apparently the union had to deal with disgruntled members, particularly the older ones, in selling the agreement.
What a fall from grace. In 2018 my wife and I took the elaborate tour of the Boeing factory in Everton WA. The company was then considered a jewel of American knowhow and technology. The tour guide even whooped up the stock price as evidence of the …
I found this article in the New Yorker fascinating because it addresses the issue what brings some people, who are not necessarily unintelligent or uneducated, to believe outlandish claims. It turns out that « low-information voters » appear willing…
Seems I recall DJT whining about something being « rigged. » However, I have not heard him complain about this judge, whose assignment to this case most certainly does not pass the smell, test.
@davidrmoran: does “ffs” contain a vulgarity?
I understand the “lede” of a paragraph, but what is a “lede article?” Is the reference to Snowball’s article?
Color me unable to decipher cryptic posts.
@Old_Joe and @Crash: one needs to use more than what Americans call four-letter words in order to swear in French. For instance, I might say « sh%# by itself in English, but the equivalent in French is « merde, alors. » FWIIW (not much), most imprec…
@WABAC: one could infer from your experience that all the other holdings in your IRA went up so much that the precious metals now represent only 1.24% of the account. Look on the bright side!
@WABAC: because of DNC coming up, CNN had a documentary on with lots of scenes of the Chicago 1968 convention. Most striking thing to me and my wife was how skinny, almost scrawny, the young kids looked. The same slice of the population these days i…
Good point, @sven, regarding Capital Appreciation. It appears that Segalas got some help from other Jennison Associates colleagues in the last few years of his service. These days, three of them are running the OEF while those three, plus a fourth, …
Harbor Funds have had some real success choosing managers, but there have been failures, too. When Marsico managed HAIGX, results were OK. Harbor International and Harbor bond were leaders in their day under Castegren and Gross, respectively. These …
Rajiv Jain is not afraid to concentrate his bets in GQEIX (and in his other funds as well). M* reports 61% of AUM in the top ten, while the comparable figure is 42% for QLTY.
@hank, @catch22 and other MI residents might be amused to know that FBBAX has approximately 1% of its AUM in KEWL, the Keewenau Land Association. This former forestry products company has considerable subsurface mineral rights. The Upper Peninsula o…
The First Foundation Total Return fund (FBBAX) does fit the moniker of a go-anywhere fund. It invests in an eclectic mix of international equities (49%), domestic equities (26%) and fixed income (13%). Cash is currently around 10%. The equities repr…
With respect to EKBAX, I note the lead manager, M. Patel, graduated from college the same year I did. M* may actually be right in questioning the lack of a succession plan for the fund. Not long ago I was saying no one my age should be running for p…
@BaluBalu. The Invesco site is a bit thin on explaining methodology. However, the fund’s universe is the S&P Mid Cap 400, from which are chosen semi-annually some 80 stocks that exhibit characteristics of “momentum,” or rising prices. Not terrib…
