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.
The Alibaba IPO may be causing money managers to take profits from some of their winners and use those proceeds to buy Alibaba shares. Could be a good time to put some dry powder to work as some good companies have sold off, or will sell off tempor…
Hard to get excited about anything right now. Perhaps I'll add to health care (VHT), but not immediately. I was watching iShares Indonesia (EIDO) as a satellite holding, but that tanked yesterday and again today after a leading political candidate…
I'm in Ann Arbor and recreational mj seems like it's legal here already, the stuff is everywhere. It was like that when I was a student here also, an extremely liberal college town.
I'd love to buy into a mj etf, hopefully some options will become…
I've only been watching PHOT as I like that this company doesn't have any gov't. regulations against what they sell. PHOT's up over 30% this week alone. They're selling the infrastructure for the green rush, and we're now only at the very tip top …
@Scott - I agree that big tobacco will eventually rule this space. Altria and others are likely watching developments and have already drawn up plans as MJ becomes more mainstream, and it will become more mainstream. Then big tobacco will get invo…
I agree with the main thesis of this article, yet this nascent industry reminds me too much of the dot.com bubble. I'm sure that the lead horses will assert themselves in time and that there will be funds catering to this industry, don't know if th…
Ted - I can't thank you enough for recommending health care a few weeks back. I just wish I had the spare cash to participate in this bull market last year.
Reply to @scott: I couldn't agree more! I hope to make 1 or 2 of these toll road stocks a core long term holding. I'll follow FIS more closely, up until now it's been relegated to the outer reaches of my radar screen.
Hey Catch,
Long time no hear, too long! Thanks for the links and the Fido options, I'll look into them as I have a Fido brokerage account.
Maybe above freezing this weekend, time to break out the bubbly...
Reply to @scott: Thanks Scott! I've been watching this space for awhile and regret not having bought into a "toll road" yet. I agree with everything you said (typed?), although bitcoins confuse me.
If I make an investment into this space it wou…
It's the variety of knowledgable opinions expressed on this board which have brought me back to MFO. I learn from all. Some opinions are helpful to me and some are not, but I do appreciate (and learn from) the various angles which MFO posters brin…
Any suggestions as alternatives to PRHSX? I've found the following etf's: XLV, VHT, IYH.
I'm trying to decide what fits well into my fund allocation, and health care has been a good tactical position. Perhaps another fund as an alternative to thi…
Thanks to all who volunteered suggestions. Without a doubt this is the most helpful forum that I've ever participated in! Quite a variety of fund/etf suggestions, especially Ted's. Thanks for letting me know of some excellent funds which I've ne…
Thanks David! PT Jr. has certainly brought much joy to our home and his diaper use has far exceeded his sister's. I feel like I'm an investor in P&G...
I don't mind volatility in share price and was looking to also have some dividend income. …
I agree with Investor. I'd like to see Apple go after the developing world but with a mid-priced phone, not a phone priced for the developed world nor a cheapie Samsung-type phone. Consumers in the developing world would gladly trade up for such a…
If Apple introduced a "less expensive" iPhone, and they could keep their margins, then Apple would dominate the smartphone space worldwide. The Apple name stands for quality and is a status symbol, especially in China, India and Russia. I've read …
Reply to @kevindow: Thanks Kevin! I'll take a closer look at ABNIX. Whichever fund/funds I choose would be in a taxable account, so the $1 mil. initial investment is out of my league. But good to know about the low minimum for retirement accounts…
Reply to @Old_Joe: Thanks OJ! I used to be in MSMLX but had to sell my shares at the same time I sold WAEMX. The ER comparisons are excellent, thanks! I've been in some Royce funds in the past. Royce doesn't seem as strong of an organization as …
Reply to @Chinfist: Thanks Chinfist. I was in MSMLX for 4 years but had to sell it at the same time I sold WAEMX. MSMLX is an excellent suggestion for a fund to get back into. I'm surprised that WAFMX has been so steady given that it invests in f…
Reply to @PopTart: Sorry for the mistake on my part David, I had found only the Inst. Inv. ticker for these funds. Both look really promising, thanks! : )
Reply to @catch22: Thanks Catch, I'll look into FEDDX as I have an account with Fido. The youngster (my daughter, not me) hasn't learned any investment terms yet. "Kitty, kitty, kitty" comes out clear as a bell though!
Reply to @Investor: Thanks Investor for finding the actual tickers! I had found only the tickers for the Inst. Investor versions of David's recommendations...
I took profits in 2 equities I held and plan to buy shares of these equities again after New Year's. They've depreciated quite a lot just since the election and I still believe in their biz. models, but they're on sale now and I'll wait until the f…
I scaled into WAEMX during the summer. I'm in Skeeter's corner i.e. it's been awhile since the markets last crashed, seems like we're overdue. Such is post-2008 investing...
I'll buy more AAPL but will let it come down some before doing so. Othe…
I've really enjoyed this thread, especially Bob C.'s observations about how the opposition are always in black and white during TV spots and the good guys are always "fighting" for us bottom feeders! I dread this time of the year when it's an elect…
