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@hank and all,
What are your thoughts on the Rondure Funds...mgr has good experience, stock picks based on Ev/Ebit, low debt levels, return on equity, etc...looks for "compounders" similar as to the team at AKRE...seems reasonable to me, although i…
Just wait until the second derivative effects...many publically traded corporations are stack ranking their associates...end of quarter coming up... virtually guaranteed the unemployment stats are going to go the wrong way shortly.... those corps wh…
Hi @bee, just wanted to clarify that I did indeed read the SA article authored by Mr Roche that you posted, do appreciate you posting it, I just got caught up in the pump and dump market action yesterday.
My reply to the article would be...
"The …
Nah...just pumping and dumping going on...be careful out there.
Why does it seem that every Joe that's involved with going on TV to enlighten us re the virus has a vested financial interest...why do they not disclose this?
Baseball fan
I think a rational answer would say 4% rule, NO due to the low yields which will be held low due to "QE forever"...again, the savers are being penalized while we bail out the major shareholders, no way you can tell me these stocks are worth what the…
go back to the old saying, know what you own!!
a few months back, many on these discussions boards were touting DHEAX, Diamond Hill short duration...just looking at their returns and SD etc all looked good but if you took the time to look at their …
...but doesn't he have a real nice boat somewhere?
Would have been better off laddering CDs and investing in 90 day Tbills over the past 5 years...and you wouldn't have had to pay state taxes on the Tbills, nor his management fees.
...maybe he's g…
Isn't this bond crash just a misallocation of capital? In reality, those who bought into bond funds that crashed hard took on bad debt, the conduit being the fund itself.
FD, several weeks ago, I commented on the investing principle of Taleb's or …
...and while you're at it Mr Rono, you might as well add sit down restaurants to your list...
Really tough to see many folks in those segments lose their livelihood but I think many folks are going to realize how much money they have spent eating o…
FWIW...my brother is a pulmonary specialist at a large hospital in a very large Midwestern city. Spoke to him yesterday. They are have not and are not seeing any noticeable increase in patients with respiratory issues to date. They are expecting t…
Interesting report Mr. Snowball, thank you for pulling that data.
David - not sure I agree with you re the comparison to Bill Miller/Akre
While you can make the argument that many of AKREX portfolio holdings are way overvalued, they are well run, …
Dominion Energy Reliability Investment (DERI)
Dominion Energy Reliability Investment (DERI) is an investment product backed by Dominion Energy. Under this program, Dominion Energy borrows directly from investors and, in return, they receive a compe…
Why even take the chance on any of those funds?
What is your return going to be over Tbills or cash or a FDIC insured money market fund looking 3-6-12 months out? Is it worth it?
If this virus takes hold in the US and as we test for more cases an…
Appreciate your commentary FD1000 and others. Always find something to take away and ponder.
Curious as to your thoughts regarding:
FPFIX, FPA Flexible Income Fund, appears to hold higher rated bonds and potentially has capability to deal with ri…
Hello All,
Top holdings in order of portfolio value
CD ladders
BAM (Brookfield Asset Management)
Dominion Energy Reliability Investment (DERI) Notes (2.7%, >$50k)
HCYAX (Hilton Tactical Income)
AKREX (Akre Focus Fund)
VRSK (Verisk Analytics)
AW…
