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@Vintage Freak
You are actually paying an 8.13% expense ratio according to the most recent prospectus and confirmed with a telephone call I just made to TFS Capital.
Dang.
I'm not a coffee drinker, but Starbucks is - I think - successful in large part due to the leadership of Howard Schultz, who I do think is one of the great CEOs (and I liked his books.)
Chipotle had huge growth, but a weaker-than-expected forecast…
I actually like frequent CNBC contributor Dennis Gartman less than I do Cramer.
Gartman's two calls for stocks to move lower over the past few weeks have been the moment the markets reversed.
http://www.zerohedge.com/news/2014-10-21/why-stocks-are…
I think a main problem - which Leon Cooperman also mentioned briefly on CNBC yesterday - is that the retail investor is still not participating in the market in the fashion that they used to. CNBC largely playing to an institutional audience is not …
Sears stock price has recovered a bit, as has FAIRX.
In a separate announcement that sent Sears shares soaring 23 percent, the Chicago-based retailer said it will raise as much as $625 million through an offering of 8 percent senior notes and warra…
Apple with a good quarter last night. Verizon, Coke, McDonalds missing this AM. United Technologies and Travelers beat.
Verizon was okay, but the McDonalds quarter is pretty bad and continues to see the company try to find some sort of direction. C…
Good morning @scott.
In your thread regarding the chip unit that IBM paid someone else to take, I remembered that they produced the PowerPC chips which were the ones used in Apple's devices. Apple made the switch to Intel and that must have been a…
http://www.businessinsider.com/stanley-druckenmiller-on-ibm-2014-10
"Back in July, we highlighted comments from hedge fund manager Stanley Druckenmiller, who called IBM the "poster child" for what was wrong with modern corporate behavior.
Drucken…
It's an omen for financial engineering and the reality that eventually you have to produce results. You can't just add massive amounts of debt to do buybacks and under-invest in the underlying business and just hope everything works out fine. Peopl…
I guess I'm the only one who finds Kernen increasingly amusing - maybe it's because I don't care about politics so much. Here's some who's so clearly gotten bored to the point where just says whatever comes to mind, which is mostly one-liners toward…
Plus, in a two-fer, IBM comes out with a terrible earnings report this AM. Stock -8%.
It will be funny if that company turns that chip unit into a money maker.
Wouldn't surprise me if they did.
Another fund you may want to consider is PQTIX, which takes long and short positions in various asset classes through futures and derivatives with the goal of producing low-to-negative correlation to traditional asset classes. I've been watching …
Why is everyone so caught up on short-term performance of funds?
Additionally, the desire to look for funds that held up better in this recent move down is futile from the standpoint of it's such a small window of time as mutual funds go and no …
Can't wait.
I no longer carry cash.
Ca't wait until I no longer need to carry a wallet!
Even Groupon has a new grocery shopping app. You are offered various deals. If you get one of the products at any store, you take a picture of your receipt and…
Good morning. Pershing has started trading in Amsterdam the other day, which was kind of a disappointment as most of these prior public hedge funds have been London funds (Third Point, BH Macro.) I don't think there's a US brokerage that allows glob…
I believe they also announce earnings after the bell?
The local grocery is remodeling and just got new Verifone POS terminals, which accept mobile/EMV payments - the same terminals that Whole Foods recently got. Ingenico and Verifone remain a way t…
Long oak and bx although KKR is a fine choice as well. BX is spinning off its advisory services as a new company next year. A while ago BX spun off Blackrock.
I like Winters and a number of the fund's holdings, but I really don't get his strong like of Swatch. Canadian Nat Resources (which I also think is undervalued) is another WGRNX top holding that was really down significantly over the last month due …
From last week's "South Park", which was one of the best episodes they've had in ages. In all seriousness, I find Musk fascinating, but not really finding Tesla or Solarcity that appealing for one reason or another. Mobileye, which I believe is be…
JohnChisum mentioned in another thread that a fairly popular new show was being cancelled. The problem wasn't the number of viewers, but that the audience was too old.
Jerry Seinfeld mentioned not that long ago that a main reason "Seinfeld" was…
"I'd love it if it means my phone finds the best signal wherever I am, whether it be Tmo or Verizon or Sprint ".
From the article, I don't think that that's going to happen any time soon. .
Yeah, I know, but I can wish lol. I use 15-20GB+ of data p…
@catch22: i did a bit of nibbling myself. moved 2% of portfolio value to add to various positions. in healthcare, i have VGHCX since 1998, but am limited by the size of that roth account to add more. take care. fa
Added to T Rowe Healthcare. Healt…
I think a number of issues caused it and the idea (and I emphasize "idea", as you have another Fed governor today saying "well, maybe and maybe not") of more QE - at least for the time being - ended the concerns.
I hope that I'm wrong but I would n…
Please. I hate cable. Way too expensive for what it is and less and less worthwhile to watch. More and more people are doing the Hulu/Netflix combo or just doing away with cable. I've long thought the content providers raising costs have gotten to t…
I'd love it if it means my phone finds the best signal wherever I am, whether it be Tmo or Verizon or Sprint - maybe I pay for my service via Apple and then Apple distributes funds to services based on my usage. I'm on Tmobile, which has been pretty…
"No, not really. They are a group of human beings who are trying their level best to do what they believe is most advantageous for the United States banks."
-Fixed.
In all seriousness, I have no belief whatsoever that the Fed is looking out prima…
Just need something to help explain how a company that reports one of best quarters ever, like Alcoa, predicts strong continued growth, receives strong analyst backing/affirmation, etc, etc can still drop.
Just weird.
Was also mentioning the ra…
Some gorgeous scenery on Amtrak that you wouldn't see on the road, but yeah, long stretches in coach are definitely not easy.
The other issue that people aren't focusing on is the fact that Greece is breaking down (to put it lightly) again.
Greec…
Getting close to $80. I'm guessing if $80 breaks, it's down to $78-79 quickly. Will be interesting to see how energy goes if Winter is colder than expected again.
Basically, you had generation one of L/S funds where managers often seemed to feel required to have a bunch of longs and a bunch of shorts. Either the funds didn't do that much of anything or didn't do that well. Then you started to have funds able …
Long - haz mat, but this is all such unmitigated BS as the CDC was saying on the news that there's plenty of hazmat suits, whereas the biz channel was talking to industry reps and they said it's panic buying across the country for civilian sales - …
The MLPs have - I think - been a great opportunity over the last month. Might get worse, but I think you at least have gotten good buying opportunities in a number of names. I'd only focus on the biggest ones.
Yeah, and they literally moved 50 points lower in the span of a few minutes not that long ago.
Trains are a wonderful way to travel and I love trains in general, but you're still stuck in an enclosed space and for even longer (although admittedly, …
