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.
"you might want to send the Tulsa World a note about this as well. I'm sure they would want to know. :) (be sure to include link date and time as well as view count)." No, next time you speak with David, have him explain to you news article syndica…
FYI; This article by Chuck Jaffe was posted on 8/30/14 at 1:00 PM. Sorry I had to make this so short, but I need to get back to answering my high speed internet E-Mails from my legions of fans. Oh ! that remind me, I need to get some more 8x10 glos…
@bee: Thanks Bee, I've always been a fan of Craig L. Israelsen. Here are some other articles.
Regards,
Ted
http://www.financial-planning.com/thought_leaders/israelsen.html
@bee: Bee is correct the ER for PABGX is 1.00%, for TRBCX it's .74%. That .26% might not seem like a lot, but over the years it adds up.
Regards,
Ted
TRBCX: (10k)
3 Years: $237.00
5 Years: $411.00
10 Years $918.00
PABGX: (10k)
3 Years: $318.00…
@Bitzer: It is what it is ! I like M* for the data, especially Snapshots; however their commentary and star ratings leave. a lot to be desired.
Regards,
Ted
Question ? What does 90% cash + only four common stock and S&P 500 Puts, in a bull market = it equals the 99 Percentile that's what. This fund is a turkey!
Happy Labor Day,
Ted
http://performance.morningstar.com/fund/performance-return.action?…
@MFO Members: While we meditate on the new set of NFL rosters waiting for David's Commentary, let's have a little music on this Labor Day Holiday.
Happy Labor Day,
Ted
Down On The Corner: Creedence Clearwater Rivival
NFL Rosters:
http://www.nfl…
@jlev: Thank for the heads-up, I own the fund.
Happy Labor Day,
Ted
Most Requested Fund Quotes
Vanguard Dividend Growth
Vanguard Wellington
Fidelity Contrafund
Dodge & Cox International Stock Fund
Fidelity Select Biotechnology
Most Requested F…
@bee: You should be able to purchase EVBCX, "C" shares with no front load, but a 1% deferred load and an increased ER of 1.70%. with an inital investment of $1,000.
Regards,
Ted
Regards,
Ted
@Bitzer: I stopped linking Art Cashin because of negative comments by one individual on MFO Board about Art as being irrelivant. This individual is generally negative about almost everything that's linked to the MFO Board, especially by me. He's …
@Archaic: For your information, FHAIX is ranked #20 In The (HYB) Category By U.S. News & World Report. One of my concerns is it's cost, I'd look elsewhere. Here are a few examples.
http://money.usnews.com/funds/mutual-funds/rankings/high-yie…
Market Risk come into play in both active and passive fund investing.
The possibility for an investor to experience losses due to factors that affect the overall performance of the financial markets.
@AKAFlack: "f you can tell me how to send you a Private Message, I'll gladly
discuss this with you." Would you be so kind as to discuss it with the entire MFO Board. How much of a downturn do you anticipate, 5%, 10%, 20%. ?
Regards,
Ted
Regards,…
@MFO Member: Regarding David Tice, a picture is worth a thousands words.
BEARX Performance:
http://performance.morningstar.com/fund/performance-return.action?t=BEARX®ion=usa&culture=en-US
Regarding Abigail Doolittle (Chartist): Every shi…
@khparikh: WAMVX Is Ranked #70 In The (SCG) Fund Category By U.S. News & World Report: http://money.usnews.com/funds/mutual-funds/small-growth/wasatch-micro-cap-value-fund/wamvx
Regards,
ted
Old_Joe: Maybe not zero, but here's an example of wasted tax dollars-Student Loans, the numbers are big, the default rates are high. Who said, everyone need to go to college.
Regards,
Ted
@PRESSmUP: I agree, but in my opinion both individual and corporate taxes are way too high. Warren Buffett is leaving his fortune to the Gates Foundation, feeling it would be better spent than giving it to the government to waste.
Regards,
Ted
@PRESSmUP I've been linking Scott's article for years, he was big fan of Roy Weitz and FundAlarm. Here's what he had to say back in 2005
Regards,
Ted
http://assetbuilder.com/scott_burns/an_interview_with_mr_fund_alarm
@Soupkitchen: I select from thousands of bonds listed for clients at Morgan Stanley's New York bond desk. I look to maxamize yield with a low probability of default. I've taken a lot of risk and have had only one default.
Regards,
Ted
