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.
Desperate move to get more peope throwing money (recklessly) into the stock market to keep them up at 'record highs' heading into the purported slowdown ....and of course 2020 elections.
Cutting MPW (REIT) loose after a while to lock in approx 6 years' worth of dividends via cap gains. Will buy it back on any major weakness, though.
Also dropping JBGS (REIT) for a 20% gain as a 2-year trade on Amazon coming to my block.
It was going bad for YEARS. I'm still not sure if they ever got all the data problems worked out .. but after a decade+ I quit a few years ago, and the forums there are a shadow of their former lively selves --- many of the regular posters there,…
I have no concerns with anyone, myself included, who has 20% or less in cash. If you're ALL in cash, you're definitely missing out on market returns ... but I always prefer to have some dry powder to buy into weakness on things I want to own or w…
Call me a fool -- albeit one who sleeps well at night -- but i don't give a fig about beating the indexes. The indexes are topheavy with momentum players and subject to all sorts of pressures from funds and ETFs which make them (to me) artificial …
Funds? RWMGX, PRWCX, CWGIX, VMVFX, and FKTIX (the latter given to me as a teenager)
Stocks? EPD, SO, VZ, CNI in *very* significant amounts for many many years, dripping.
Yes, yes we are. Folks are petrified of germs these days ... and I bet more children are falling sick b/c their parents sterilize the hell out of their existences to 'keep them healthy' which in turn weakens their body's ability to fight off 'norm…
Yes, but insulin is 'boring' compared to 5G. I'm sure PhrMA would scream about it, too.
US Govt should also take stake in Insulin producing companies. They are blackmailing the population into higher prices - production manipulation compared to de…
My sentiment, exactly.
I also think if the USG doesn't buy into these companies themselves, folks like Cisco are getting message 'loud and clear' that if they buy into such firms the USG would be rather .... supportive in their efforts one way or …
As is bleach, but you don't want to be washing your hands with it all the time.
THE FOOD AND DRUG Administration has issued a warning letter to the makers of Purell, directing the company to stop advertising its products as effective in preventing …
Very true. I do trust the career professionals at the CDC.
While I do not trust any spin that elected politicians put on numbers, the medical professionals at the CDC and our state health departments are solid professionals who will not let politi…
Not paranoid. Either it will pass or we will. A simple binary outcome. ;)
But seriously, it doesn't mean a thing to my investing activities. Not doing anything special as a result of this situation. That said, sadly I don't trust what eithe…
I wouldn't touch mall operators or most office REITs.
I'm holding some speciality REITS in the medical and industrial space (MPW, ILPT) along with one office (OPI) and JBGS, which is a real estate play on Amazon HQ2 in my neighborhood.
How is TIAA for a broker? I only have my work 403(b) with them (holding 1 American Fund - RWMGX) but have thought about moving some of my retirement investment acounts from TD there to consolidate things and let TIAA be my 'retirement account brok…
@rforno, don't know if that is a pure coincidence? The former Soviet Union used to have secret biowarfare labs throughout the country.
I was being somewhat facetious. And yes, there were similar incidents in/around some of those Soviet si…
And one of the best US news programs out there. No visuals, special effects, or octabox shoutfests -- just decent discussion and analysis that is clearly identifiable.
I started watching it right after 9/11 when the US news nets went into full-…
Tweety Amin proposing: “We’re talking a fairly substantial…middle-class tax cut that’ll be subject to taking back the House and obviously keeping the Senate and keeping the White House...”
In other words: "I'd like you to do us a favor."
With respect to our community's various posting efforts, I'm getting sick of these "Best ETF/Funds"-types of articles. What works for one person or one type of market situationmay not work well for others, but finpr0n articles like this don't make …
If you have quality stocks and SWAN allocations, you can do nothing and reap the benefits. I don't like/hold index funds and am in individual stocks/active funds and am quite happy knowing that if I touch my portfolios it's for a damn good reason o…
@Mark -- You mean the tweet from the twit, as we are in uncharted waters now. /ducks
@Hank -- Yeah, my oil/"energy" stocks have been up as of late -- EPD in particular, plus some of the utes. But I no longer actively trade on news so I'm just mo…
NBR was a class act. While I didn’t much watch it in recent years, Bill Griffeth and Sue Herrera always went down easy. Both top professionals and seemed to avoid the politics that pervades NBC’s daytime business programming. Perfect show for a wo…
Yup. Exactly my sentiment.
Admittedly, I'm also somewhat personally biased - Bloomberg always treated me right/respectfully/maturely as a guest both before and while on-air. CNBC, the one time I went on, treated me as a sideshow where I got i…
Actually BBG Asia coverage is pretty great, as is most of their coverage anyway on TV.[1] During times of crisis, I tend to have it on starting early Sun evening to see how the markets will be opening. It's helpful. BBG TV generally is more sane,…
I will also speak highly of PRBLX. Apart from them holding scandal-plagued WFC for longer than I liked as their #1 holding, I think it's a fine fund .... it's 90% of my Roth IRA.
Catch, that's the type of app I was referring to in my prior post. But common sense should prevail -- if it asks for access to your photos/contacts/calendar/camera/microphone and/or other unrelated things to providing network-based VPN services, t…
I'm sure some VPN providers are 'evil' in what permissions they ask for. I'm on an iPhone and while I don't use the VPN all the time on it, the one i use doesn't require root-level permissions due to how IOS is implemented. Android, I presume the…
I've used Private internet Access (PIA) for probably 10 years now. No problems, ever, and great speeds.
Hello All, old thread but planning to get a VPN connection this year for home/travel -same Q with what Catch22 started this thread with - which…
Yeah I could go to the SEC for the required reporting but normally a fund company would have links to their own annual reports hosted on their site. I find it odd that it's not the case here. And if what I'm looking for - ie a fund's annual repor…
Interesting fund. But call me crazy, I can't find any annual or semi-annual reports on their site - just fact sheets and commentaries. All I see is the firm's own 'annual report' which they want you to fork over your contact information to access…
Yup. Lots of scared folks out there, still. I bet some are still trying to get back to even, even now.
On a side note, think about the younger FAs who have never worked through a major recession/correction and how they might act or think when tra…
