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.
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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
thanks slick....this does look to be someone to keep your eyes on. I noticed in the GSIHX portfolio, Mr. Jain got a nice performance boost from a couple FAANG components, which seemed a bit odd.
But similar to you, I'm not interesting in opening a…
"Continues" may be the more appropriate term, as the research teams were shared from day 1. Neither is a negative in my view, as I'm about ready to pull the trigger on ROSOX.
Art...I personally favor SCHD, but I have a significant allocation to individual REITs and dividend paying stocks, so SCHD is icing on the cake.
As an alternative, if you have no significant REIT exposure, SPHD would be worthy of a serious look as …
ZEOIX has done precisely what I tasked it to do...serve as a low risk bucket one holding, essentially cash-like, but also to ideally earn 2-3% a year in a no-drama fashion. And, it actually is the best performing of the 5 funds similarly tasked.
Te…
expatsp...this bill is a compendium of conservative tax items which have been on their wish lists for decades. I'm surprised that a repeal of Medicare and Social Security aren't included, but the reality is that both will get hit in future years as …
Looks like Ms. Morgenson is simply moving from the NYT's to the WSJ.
I trust she will continue her reporting on FNMA, and the theft of shareholder value from her new location.
@MFO Members: If your investing for the long-term,some of your money should be invested in an aggressive LCG fund and or a techonology and health care sector fund. They've had the best annualized returns over time. I can't believe some of the fun…
Yes, involving the same types of folks who are spending tens of millions of dollars advertising how the GOP tax plan is designed to help the middle class.
As an FYI....I posed a question earlier about whether the medical expense deduction would survive this latest action. Unfortunately, no. This deduction is eliminated. This will by itself, increase my taxes by several thousand...even with the increas…
Just curious...while all the chatter has been elsewhere, the medical expense deduction doesn't get much attention. It should, given the antics which are driving up medical costs. Is this something targeted for the chopping block?
Unfortunately, there are many people who don't get a subsidy, so the increase in premiums /deductibles is a direct hit.
Like me.
When the information is available November 1 for my specific carrier, I may take direct actions to deduct my 2018 expe…
Yes Ted, being a native of northern Ohio, I am aware of the Brown's history. I also once had six pack abs. And in Cleveland, all the women are strong, all the men are good looking, and all the children are above average
Just a guess, but I have a feeling that if this causes Roth-type accounts to skyrocket in value, Congress will find a way to get their claws into that pie as well.
No doubt the Primecap team is licking their chops...they've always LOVED the airlines, particularly when a value presents itself. And it looks like all the airlines fell in sympathy. Watch for a bounce tomorrow.
If you're running out of adjectives or words to describe our current environment, this might help:
https://www.merriam-webster.com/words-at-play/polite-words-for-impolite-people/smatchet
Bee...several funds you listed are common to what I have as well. I don't have it broken down into the annualized categories that you've described, but I think the result may be similar.
I have a group which can go by many names...1-3 year funds, b…
Everything is relative. In my situation, I feel like I'm sitting on a pile of cash waiting for a shoe to drop. But...since I was 90% equity about 5 years ago, the harvesting of profits and allocations to a bucket 1 for several years of spending mone…
In a bit of good fortune, the nice little run-up has bumped two of my funds in the IRA to hit the dollar threshold for a haircut...RPMGX along with GPGOX. These are up 20% and 24% respectively YTD. The harvested profits will simply go into a slot fo…
The carriers warned that threatening to withhold CSR payments would be the main cause of premium increases....and thus, the premiums have increased.
Perhaps I've become too jaded, but I really doubt that the folks impacted by this increase will be …
At the very least, if you're going to speculate on an early stage bio, ideally it's one with multiple compounds in trials. At least you've got multiple shots on goal. VSAR had one...not sure how it had the valuation it did. These companies as a clas…
To encourage her support for the pending bill, the GOP's Murkowski incentive (aka "bribe") was to allow Alaska to essentially stay on the current ACA program.
I really don't have a word to describe that.
Yes, the attempt to pass such legislation without debate, without a CBO score, without analysis and without amendment is disturbing and unprecedented.
By the way, your description of Pelosi's comment is not accurate.
Personally, I don't care for contrived corporate tributes. Here's an article if you'd like a remembrance of the day...an image which will forever linger.
http://www.esquire.com/news-politics/a48031/the-falling-man-tom-junod/?src=nl&mag=esq&…
The American consumer absolutely craves a good cup of coffee. When I was at my former company's HQ in NYC, they were right next door to a coffee emporium which was packed...Gregory's Coffee, which was really good, and better than SB.
Here in Clevel…
Murrell's Inlet? I remember taking many a trip there to escape the crowds of Myrtle Beach. Many buckets of steamers later, I have fond memories of that little out of the way hamlet...which no doubt is nothing like I recall.
