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.
@Bitzer: Althought this is a little dated, I believe Jason Zweig explains the difference in the two fund. If you look at a M* Snapshot of both funds you will see some difference in sector weighting, and percentage in top ten holdings.
Regards,
Ted…
@MFO Members: Have held PFE since 2006 that I purchaed @24 and some change. I'm up about 45% + dividend, and will continue to hold, I've had worse investments.
Regards,
Ted
Pfizer Bio:
http://en.wikipedia.org/wiki/Pfizer
@Crash & Other MFO Members: One of the reasons I recommend SHRAX is that Rich Freeman has managed the fund since inception in October 1983.
Regards,
Ted
@prinx: U.S. News & World ranking of various categories of Internation Mutual Funds.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/international-stock
@BenWP: U.S. News & World Report ranking of Global Real Estate Funds.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/rankings/global-real-estate
@hank; After some soul searching, I decided not to sell anything, the BX purchase was mainly for a steady and possible increased yield with any capital appreciation being a bonus.
Regards,
Ted
@MFO Members: Just took a position in Blackstone Group (BX). With increased cash flow for both BX and KKR ,that I already own, I see double digit increases in price and a dividend increase toward the end of the year.
Regards,
Ted
@Ron: I bought PFF in March of 2009 at 19.07, with a $2.49 Dividend in 2014 my yield is 13.0% +, and have almost doubled my inital investment. One preferred stock fund is enough plus I own a number of individual preferred stocks.
Regards,
Ted
@Puddnhead: Buy the Dow Jones Transportation Average IYT. Linked is iShares, IYT holdings.
Regards,
Ted
iShares Website:
http://www.ishares.com/us/products/239501/ishares-transportation-average-etf
@Scott: Unfortunately, Wall Street isn't buying Obama's growth numbers. January in the second month in a row the S&P hasn't had positive numbers. With January being a down month there is now an 80% chance the market will close in the red for …
@Dex: Until I talk to Art will this do /
Regards,
Ted
http://www.marketwatch.com/story/economy-downshifts-to-26-rate-in-the-fourth-quarter-2015-01-30/print
@John Chisum: " what about White Castle?" Now your talking, the slider is the Cadillac of burgers. If fact I'm getting a Craver Case (30) sliders to go with pizza on Super Bowl Sunday. You haven't lived until you've tasted a White Castle.
Regard…
@MFF Members: Much of my investment success is do to reading Max Gunther's Zurich Axioms. I highly recommend it to everyone at MFO.
Regards,
Ted
http://www.ritholtz.com/blog/2011/02/the-zurich-axioms/print/
@Puddnhead: FYI: CHTTX is ranked #14 In The (MCB) Fund Category By U.S. News & World Report.
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/mid-cap-blend/aston-fairpointe-mid-cap/chttx
@Dex & MFO Members FYI:
Regards,
Ted
The Cheapest Tax Prep Software for 2015 (Hint: It's Not TurboTax)
http://www.businessweek.com/articles/2015-01-23/the-cheapest-tax-prep-software-for-2015-hint-it-s-not-turbotax-
@MFO Members: Here is Prudential's take on of the Periodic Tables, and commodities table.
Regards,
Ted
https://investment.prudential.com/util/common/get?file=1D065355D2CC360385257B7D00536F8A
Commodities Table:
http://www.visualcapitalist.com/peri…
FYI MFO Members: (Click On Article Title At Top Of Google Search)
Regards,
Ted
Is It Time to Invest in Energy Stocks?
https://www.google.com/search?newwindow=1&site=&source=hp&q=Is+It+Time+to+Invest+in+Energy+Stocks?+wsj&a…
@MFO Members: RNCOX is a very expensive, 2.22% ER , Fund Of Funds that can't beat the S&P 500. My suggestion , take a pass.
Regards,
Ted
Fact Sheet RNCOX:
http://assets.rivernorth.com/pdf/fact.sheet/2014.q4.rncix.rncox.fact.sheet.cedar.pdf
@MFO Members: 8.6 % in 2014, I'm not impressed. I made three times that amount. So much for Ray Dailo.
Regards,
Ted
http://www.forbes.com/sites/nathanvardi/2015/01/22/billionaire-hedge-fund-manager-ray-dalios-all-weather-fund-returned-8-6-in-2014/
@ MFO Members: For what its worth, PRESX is ranked #1 In The (ES) Fund Category By U.S. News & World Report;
Regards,
Ted
http://money.usnews.com/funds/mutual-funds/rankings/europe-stock
@heezsafe: It means that the shares are not cumulative, meaning that in the event of a missed payment, the company does not have to pay the balance of missed dividends to preferred shareholders before resuming a common dividend.
Regards,
Ted
