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PRESSmUP
The last week has been good preparation for playoff pressures....nicely done Tito.
I can justify the $14,500 annual cost of the Regeneron/Sanofi cholesterol drug Praluent which dramatically lowers the LDL cholesterol levels for acutely ill or statin-resistant subjects.
I can even justify the $85K treatment course for the new Hep …
Thanks Hillary, your hilarious comments where you act like you care about the average person resulted in a nice sale on biotech and healthcare in general.
I find it hard to justify the cost of a tab of a 62 year old medication going overnight from…
Old_Skeet....your post just reinforces my irritation at the Fed for not moving off the dime. An M* article carries the title, "U.S. Stocks Tumble As Fed Sows Fear And Confusion". I couldn't have said it better myself.
I'm still sitting at 27% cash,…
I was getting psyched about her poise and smarts until her grotesque, grisly lying and pandering about abortion and her misrepresentation of biz record and career.
Yes, but she prattled them off with such power and conviction, she clearly won the n…
Many HC funds are plus double digits still this year. I tend not to examine YTD figures too often, so was surprised to see one of the stalwarts, RPMGX, up almost 7%. In both taxable and after tax accounts, it's one of those funds I just don't need t…
Reits have been celebrating the Feds inaction. I picked up more VTR last week, and may spring for an additional slug of O.
I like their lack of correlation with the market in general to this point.
Old Joe....Due to the magic of cookies, the advertisements are customized based on your specific internet browsing history. As an example, the advertisement for me was for some watches I had been looking at.
Sounds like you were looking at some hig…
I actually like the idea of creating a mechanism that funds bucket one throughout the entire investment time frame by taking profits during periods of market out performance. Always nice to have some dry powder for emergencies, buying opportunities…
Thanks David....that first 10% did seem a bit too compact and painless....relatively. The Vulcan Value Partners recent communication was equally sobering though less specific in terms of index valuations.
The next 6 weeks or so will be very interes…
Several of my favorite funds are mentioned on this thread, VHCOX which I've owned since 2001, and POAGX, since 2007. As you can imagine, they've both had some style drift as their assets have expanded...not that I'm going to complain too loudly thou…
Actually not the case, though these are widespread misconceptions.
What specifically are widespread misconceptions? Your post was not clear on that. Please don't make us wade through 50 pages to figure out your conclusion.
thanks
press
@ MFO Members: This thread dates back to 2013-14, one would think a new thread woud have been in order,
splitters vs. lumpers ideologies
reading is timeless.
It certainly is...until this comment, I had no idea the thread was started several ye…
IBD is like the Wall Street Journal...the data and graphs have merit, but you need to take the opinion pages with a grain of salt.
I think the author was upset due to the whole renaming of Mt. McKinley....as President McKinley has been a hero to Re…
The other fund which has held up nicely for me, purchased at the same time as ZEOIX, is STHBX.
I trust it has not gone without notice that many of the funds mentioned in this thread are Great Owls?
What you say is true ... but, I decided to put it in my taxable account because I am now retired; and, I have no earned income. I believe, I have to have earned income to make roth contributions?
I believe that is true. I wish I could snap my finge…
@PRESSmUP: I have no control over the recent 1-2% daily swings in the market. As for the Closing Bell, I will continue to link daily the most complete stock market wrap-up found anywhere on the web. Is there any part of this you don't understand.…
This is feeling similar to 2011 at this point. We may have some downdrafts for the next 6 to 8 weeks, then hopefully a rally into the end of the year and into 1Q.
Lotteries are a tax on people who are bad at math. Perhaps this news will put a damper on folks throwing their money away. Besides, if they wanted to place a wager, they would head to a Vegas dice table or blackjack table like any wise and forward-t…
Michael...if you like the idea of divi payors, pay close attention to what Scott recommends for reits...in your deferred account. Always do your own research, but it's worked nicely for me. That's a nice addition to a portfolio.
Thanks Michael,
I'm about 75% equities in a taxable account, and 40% in an IRA rollover, but with additional monies to be put into play on the equity side in both as I described. I tend to shoot for 65-75% equities, but am flexible depending on the…
Michael...as they say "time in the market beats timing the market". Unfortunately, moving money out of stocks requires you to be right twice...when to move it out, and then when to move it back in. I must say, if you wanted to scale back, you hit th…
I believe you're not comparing apples to apples.
The Merger fund is not something I would routinely consider an "alt fund". It simple plays the vig on upcoming mergers, and does it extremely well for a low risk holding. You are comparing this to a…
Bought VGENX. I'm either a contrarian or a fool or maybe both.
I already used the "not for the squeamish" line...that fits here as well. This just may turn out very well for you if you give it at least 12 months.
I doubled my position in ARTYX.
Not for the squeamish, but could turn out to be a nice move. I'm a big fan of the Artisan shop, and it looks like they're sitting on a mound of cash.
I had been waiting for a 10% pullback, which has been triggered....so, I am deploying a 35% slug of my 401K rollover amount to the following:
-Added to positions in VVPSX and BERIX
-Established new positions in PQIDX, ETNHX, SCMFX and FMIJX
Might…
Hi Press
Interesting analysis. Was curious which blue chip dividend funds you like?.... Also Any thoughts on Foreign funds with a strong European concentration. I'm invested in Harbor Intl. Thanks a lot
Hi Mike,
There are a few funds I've look…
If I knew or had more conviction, I'd have a newsletter. Frankly, I think we're heading down further until late September or early October. I may buy some on the way though. I don't mind being a tad early if I can avoid some early carnage.
We hit
You're likely to get as many opinions as responses. And everyone's response will be very personal according to their situations. I have given your question a great deal of thought as I am caught between a 401K rollover.
For me, fund purchases will …
