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.
Canada is the big loser. Their heavy oil will be displaced by cheap Venezuelan oil.
That presumes Donnie's plans ever come to fruition. It's interesting how quiet Chevron and the other US majors have been thus far...you'd think if they were 'given…
I'm reporting, not recommending, big guy.
No worries, I definately wasn't being critical of you, David. Just grousing about the jargon of the industry in their prognostications. And like you, I'm not out to beat anybody but my own ability to SWAN w…
I look forward to savoring the AI discussion, David. A brief skim suggests you and I use these tools in pretty much the same way, both in the classroom and investing research.
One quibble: "The message is consistent: lighten on US growth, reduc…
@Observant1
Yes, telecom hardware/software is my specialty field. I retire with 45 years at essentially the same corporate entity. A job that I truly enjoyed for most of that time.
That's a rare thing these days -- to be at the same entity for one…
For 2026, I continue investing in quality dividend stocks paying QDI -- including several MLPs. Also investing more overseas, too.
I will probably trim some major gainers in the new year, and possibly reduce my PRWCX a bit.
2025, I can't complain ... going by the brokerage numbers just now:
Long-Long Term Account +15.36
TIAA 403(b) +17.40 (in one fund)
IRA +14.23
Schwab +30.08% (mostly due to 1500% gains in one position)
I am almost entirely in equities (none…
Those who appreciate American Funds mutual funds may also like the Capital Group ETFs.
https://www.capitalgroup.com/content/dam/cgc/shared-content/documents/session-docs/Capital_Group_ETFs_compared_to_popular_American_Funds_mutual_funds.pdf
Yup, the…
Added to BEP and BIP in my long-long term account earlier this week, so I sold BIPI and BEPI (Brookfield baby bonds) in my other account at zero gain/loss to raise cash.
Added to ATGFF b/c I think it's in a pretty enviable position in Canada's Paci…
Meh.
I own a slug of OHI as a REIT, and am considering GTY and some specialized ones at some point once my tax situation changes.
I'm ok with sector funds if you know what they own, watch them, and don't just blindly jump into them. (to wit: I ha…
I own several AFs in my long-long term account, and my entire 403(b) is in RWMGX. I've been very pleased with their performance, management, and investing style.
In my long-long term account, I sold MICC, the ice cream spinoff shares I got last week from Unilever .... added to my already large BIP and BEP positions.
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
The Trump administration claims "national security risk" to justifiy halting everything it dislikes.
But when actual national security risks exist — China buying Nvidia H200 chips —
the administration allows it.
Donnie *is* a national security risk.…
And yet he 'wants' to lower electricity prices .... but only with fossil fuels and nuclear, apparently.
In the so-called SPEED Act that just passed, Congress gave Donnie a YUUUUGE loophole to claim 'national security' as a reason for killing offsho…
News & links are also buried in a post on CLOs.
REPOST https://www.mutualfundobserver.com/discuss/discussion/comment/204362/#Comment_204362
Well, "exCUUUUUUSEEEEE me!" :)
Bought starter position in SECYF, which supports Canada's oil/ng sector with wastewater disposal, similar to what Aris Water Solutions does in the Permian --- which got bought by WES a few months ago. (I have an open order on WES as well.)
Sold ID…
@rforno : what are those 100k points worth in$$? $1K?
Didn't do the math. But half of them 'paid' for a first-class air ticket to Mexico on United last month, so I'm not complaining!
For regular use, I have Amex Platinum (main), Sapphire Preferred*, and Amazon (for Amazon only.) In the sock drawer is the United Gateway card (to keep points active) and a Visa from my credit union. For me, I think worrying about which-card-to-u…
I'm not displeased or upset with its performance per se --- and Giroux still 'has it' in my view .... just saying that if I need to raise cash, it might come from PRWCX.
I try to be pragmatic and provide the benefit of a doubt to almost anyone. This strikes me as a potential disaster for many unsuspecting investors.
Reditt is replete with 'dividend investors' looking to buy into BDCs and the latest insanely high-in…
I wasn't overly enthused, either.
FWIW saying, for a few months I've toyed with reducing my position to raise money to put into (mostly) income-producing equities and did NOT make my annual $10K contribution to it after annual distributions were pa…
“democratize” private markets = shifting major* investment risks from the books of Wall Street to the brokerage accounts of Main Street
* and perhaps irresponsible / poorly-analyzed
Folks on SeekingAlpha are gaga over ET but they seem a bit too cowboyish for my tastes.
I'd rather have a boring stable MLP (EPD, MPLX) or pipeline (WMB) or one with decent growth and and a recent acquisition that supports existing NG infrastructur…
I am planning now to up my January estimated tax payment to avoid a penalty, as I liquidated an inherited IRA this year also
The IRS doesn't look favorably on unequal, backloaded payments. Though it's always happy to get its money early if one w…
I've owned BMY for years.
CMCSA is on my watch list, primarily as an broadband infrastructure play. If/when it crosses a 5% yield I plan to start nibbling if I have cash available...
Well, yea, but ....
China buying gobs of US savings bonds supports our government spending, including R&D and purchase of lethal weapons, etc. And the interest they collect on US bonds and other stuff is American money supporting their form of g…
Since things I want are still expensive, I bought BEPI, BIPI, and TDS-V for preferred income.
Going to sell CMS-C and T-C for more TLH later today, but will probably buy them back in January.
Put on a new 5/4 combo spread on ALT out to Jan 27. Their GLP-1 contender could be snapped up by someone. Was pleased they changed CEOs recently, maybe this one will be more active in exploring potential acquisitions.
(Was pleased that Schwab s…
@rforno As YBB I use Schwab & local bank to transfer money both in & out. I use Schwab as my bill pay.
Do you feel your local bank is more secure for paying bills.
No my credit union is fine for billpay -- I just want to use some of Sc…
@rforno, yes, I transfer out from Schwab BANK to another bank through auto transfers. However, the link could work for transfers into Schwab Bank too.
There was one problem that I (and maybe others) complained about and they fixed it.
When money t…
@yogibearbull "I do recurring transfers at Schwab."
Do you mean recurring transfers from your Schwab bank account to another bank? I'm thinking of setting up a 'clean' Schwab bank account to receive my DD and then establish monthly transfers to…
Dave I can always ping students in my program and/or my parent CS department ... call it an 'internship' and you/we might get some qualified nibbles if they can count it for a few credits. Of course it's too late for Fall, but maybe for Spring....?
