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.
@Old_Skeet: AA will beat earnings tomorrow !
Regards,
Ted
http://www.investors.com/news/rejuvenated-alcoa-looks-to-top-wall-street-estimates-twice-in-a-row/?ven=YahooCP&src=AURLLED&ven=yahoo
@Old_Skeet: The bar is set rather low for second quarter earnings.
Regards,
Ted
http://www.marketwatch.com/story/why-beating-lowered-earnings-expectations-wont-help-stocks-soar-2016-04-08/print
@Dan Hardy: Some reading material regarding bond spreads.
Regards,
Ted
http://www.schwab.com/public/schwab/nn/articles/Corporate-Bonds-Tread-Carefully-in-High-Yield-Market-in-2016
@MFO Members: Once again I ask the question when was RPHYX downgraded from four to three stars, and where on M* Website does it indicate the downgrade. I checked both January and February downgrades, nothing about RPHYX
Regards,
Ted
@catch22: Wondered what happened to you, nice to see you back. Unfortunately it looks like the U.S Equities Market will open down based on the current futures.
Regards,
Ted
http://finviz.com/futures.ashx
@msf:"Maybe all that Jaffe did was roll the date on the column - it is now dated April 6th, but check Ted's link: 2016-03-29 in the URL". Thanks for pointing this out. That's exactly what he did, and it makes me look like an idot. I give Chuck a…
@ MFO Members: Are you aware there is a vehicle within Vanguard to convert Vanguard Investors Shares to Admiral Shares with certain qualifications.
Regards,
Ted
Wondering How To Convert To Admiral Shares?:
https://personal.vanguard.com/us/insights/…
Mike_Martino: PRHSX is a keeper, keeper, keepper! A little background on the new manager Ziad Bakri.
Regards,
Ted
T.Rowe Price Health Sciences' new manager will be Ziad Bakri, who on April 1 will join the fund as comanager. On July 1, Bakri, a med…
@Old_Joe & MFO Members: For almost all of 2015, just 5 stocks in the S&P 500 Index accounted for all of the gains. This is what you get with a cap weighted index. The same pattern is continuing in 2016 with the S&P 100 up 1.78% and the…
@ The Shadow & MFO Members: Once again. thanks for all you do to alert the MFO Board of fund openings and closings along with funds in registration.
Regards,
Ted
M* Snapshot SSSFX:
http://www.morningstar.com/funds/XNAS/SSSFX/quote.html
@FundStudent &MFO Members: The grandaddy of all SRI Funds, PAXWX, is ranked #46 in the MA Fund category by U.S. News & World Report. He is a comparison of returns between VBINX, the #1 ranked MA Fund, and PAXWX.
Regards,
Ted
http://money…
@dicksonL & MFO Members: Here are the major fund owners of SUNE.
Regards,
Ted
Major SUNE Owners: Source M*:
http://investors.morningstar.com/ownership/shareholders-major.html?t=SUNE®ion=usa&culture=en-US&ownerCountry=USA
Before…
@Edmond: Dan Ivascyn is an excellent manager, and Pimco Income Fund is a great fund, I've owned it from time to time, but YTD PONAX was up 1.63% trailing all the other managers except Hasenstab.
Regards,
Ted
@Derf: Yes, I believe it was the Carson Show ! Its a very old April Fool's joke, and believe it or not there were people who actually believed it.
On April 1, 1957, the BBC TV show "Panorama" ran a segment about the Swiss spaghetti harvest, enjoyi…
@bee: Speaking of John Hancock Dimensional Fund Advisors ETFs, they launched 5 more yesterday. They all trade on the NYSE for anyone to purchase.
Regards,
Ted
http://www.etf.com/sections/daily-etf-watch/daily-etf-watch-ishares-plans-esg-funds
@PressmUP: Have the most expensive steak on the menu, and a couple bottles of their highest priced wines, listen to what the have to say, then tell them I'll check with the Linkster and other MFO Members !
Regards,
Ted
@hank: I linked her remarks !
Regards,
Ted
http://www.mutualfundobserver.com/discuss/discussion/26724/janet-yellen-speech-the-outlook-uncertainty-and-monetary-policy-wall-st-liked-it
@msf: Not having a very good day, just learned that my best friend for over seventy years and best man at my wedding died on Sunday. I feel like 1090 !
Regards,
Ted
@MFO Members:
Regards,
Ted
Boston Trust Small Cap Fund:
M* Snapshot BOSOX
http://www.morningstar.com/funds/XNAS/BOSOX/quote.html
Walden Small Cap Innovations Fund:
M* Snapshot WASCX:
http://www.morningstar.com/funds/XNAS/WASOX/quote.html
Derf: Here is GPROX benchmark for both M* and Lipper. MSCI ACWI Ex USA.
Regards,
Ted
https://www.msci.com/resources/factsheets/index_fact_sheet/msci-acwi-ex-usa-usd-net.pdf
@MikeW: For years when I was actively trading, I just kept cash in Morgan Stanley's sweeps account. Now that I have scaled back I use LDLAX and recently put some in FRUSX
