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.
Support MFO
Donate through PayPal
PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
Well if you are going to turn this thread into a holier than though discussion....
What makes it a "holier than though" discussion to point out that the tobacco companies make their money selling products which harm, and kill, their customers? And…
The market cap comparisons tend to differentiate this from the GP offerings, and that might lead to an examination of this versus Seafarer. I really like the mix here, both in the developed and frontier plays.
I hope these become available on the S…
Tobacco stocks may be the best investment since 2002, and for the next 50 years...but as an ex-smoker and heart attack survivor, I will pass. I refuse to make money from purveyors of cancer and pulmonary disease. Sorry for the buzz kill.
GPMCX and ARTGX both got trimmed today. It was just a shade early for both, but close enough. Things are getting a bit squirrelly. Money will go directly to the spend bucket.
Reluctantly, I do need to give Trump credit for understanding the angst, and how to take advantage of it. Trump is certainly a good marketer. Similar to how his data mining and analytics team, Cambridge Analytica, was able to micro-target this same …
Looking at a total return graph comparing POAGX, RPMGX and VETAX on M* I fail to see the benefit of holding VETAX. It appears to track RPMGX like a shadow (or vice versa) so what benefit is being gained other than perceived manager diversification?
…
I lean towards the elder skeet, in order to eliminate risk of management failure. As an example in the mid-cap space, I love POAGX, but not with all my money given the Primecap team's big sector bets. Aligned with RPMGX and VETAX, I think I'm good.
If you didn't want to worry about your choice for the next 2 years, there's this...a 2 year note at 1.364%:
http://www.marketwatch.com/story/treasury-yields-climb-as-stocks-oil-lure-bidders-2017-06-19
Oddly, this same article and admonition was linked over 2 years ago:
http://www.mutualfundobserver.com/discuss/discussion/19197/how-many-mutual-funds-should-you-have-in-your-investment-portfolio/p1
For many years, I've owned PONDX as well as TGINX. The latter is the fund/firm where Luz Padilla established her track record before migrating to Double Line. TGINX throws off a nice divi, and provides a nice return albeit a bit lumpy which appears …
Can't answer the question Ted without a personal attack? Be aware...I don't mind at all the normal and customary political back and forth. But I don't care for the private harassment and personal admonishments. We can be civil...or at least I hope w…
Moderators....he continues the harassment. Is there a way to block a user from sending messages? Unfortunately some people like to only share their perverse views away from the public eye.
275LB_NY_MCPO just sent me this message:
"There is more collusion between you and your liberal crybaby brethren on this website than between Russia and the current administration! Get a life and a new ideology that can win an election! Stick to inv…
Trump's request to back off of the investigation into Flynn is not new information. That is what has been reported for a few weeks now.
Sorry...your jubilation is premature. The inquiry continues.
Also, just curious. Your comments as a lead-in to …
I've been looking at the banks, and now officially pondering given their collective pull back.
In lieu of the normal and customary suspects, I've been looking at PBCT. It's a mid-level regional bank with what appears to be a good foundation, a 4%+ …
I used to watch Bulls And BEars and treated it as an investment show.As I recall Sometime after 2000 It became a how terrible are the democrats economically show and limited investment advice to stock tips in the last two minutes/ I don;t remember S…
Well, that's not precisely what I inferred.
My comment to JoeD was that the performance of VWINX may be influenced more by the performance of equities as opposed to rising interest rates, which appeared to be his greater concern.
Regarding JoeD's inquiry on the question of VWINX during a rising rate environment, M* notes the following:
"Between June 2004 and May 2007, the Fed raised rates by 25 basis points on 17 separate occasions, hiking the overnight lending rate to 5.25…
Ben...I do believe an out sized Asia stake would be worthwhile simply due to the potential consumer growth in the area.
My holdings are similar to yours, with GPMCX, ARTGX, GPGOX, SFGIX and FMIJX. I do have an Asian pure play, which happens to be …
And if the CBO scores the dollars in a particular way, this will be passed on a purely majority vote via reconciliation...with no hearings, no witnesses, no discussion.
As Atrios (a blog) succinctly points out, "23 million people will be freed from the tyranny of health insurance, many more will have insurance that doesn't cover anything, and people with pre-existing conditions will be shit out of luck."
But hey..…
I tend to pay attention to the theory of the Dow Transports being a leading indicator as to the strength of the economy. As it turns out, this warning sign has been flashing for 2 years.
David...while the calculator in your post was first discussed in a thread started by Bee back in January, here:
http://www.mutualfundobserver.com/discuss/discussion/31111/making-sell-decisions-for-income-managing-the-distribution-of-your-accumulati…
