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Thanks@BenWP. I can breath easier.
I do own NSGRY (Nestle ADR) at Fido. No big deal. The check-off for auto reinvest seemed to take. But time will tell. Haven’t had it long enough yet.
It was nice to see a decent dividend paid / reinvested t…
Thread has perked my interest. …
Only been able to purchase individual stocks for little over a year after moving to Fido. Just assumed that inside a traditional or Roth IRA, for tax purposes, they would be treated the same way as mutual funds wh…
A.J. Cohen has had quite a career. Years ago, I noted any public statement she might make. Later, it always seemed she was..... WRONG.
On Rukeyser’s show she seemed always the optimist. Nick-named “Gabby” by some back than. I feel in hindsight that …
Thanks @Catch22 for the introspection. Yep - The distances involved are so immense & profound that even scientists surely must find them hard to get their heads around, When I was 5 or 10 years old scientists didn’t even realize other galaxies…
William Priest recommends LSXMA, holder of SirusXM. SiriusXM derives 80% of its revenue from subscriptions by “relatively affluent drivers.”
Just wondering. Yes, 80% of new cars come with Sirius. However, ISTM it will take a backseat to direct …
Barron’s looks fascinating this week.
“Estée Lauder is in the beauty business—and its stock is starting to look like a beautiful buy … Estée Lauder stock (ticker: EL) has fallen 34%, to a recent $245, in 2022, worse than the S&P 500 index's 1…
- Nearly 400 Officers Were in Uvalde Before Gunman Was Killed
I guess this shoots holes in the crazed myth that more guns in the hands of more people would reduce or prevent deaths from mass shootings. Another finding, it was apparently the first…
The two merging galaxies look like a smiley face.
I’ve been asking: “Is there anyone home out there?” That magnificent sight just might replace Amy Lee as my home screen background on several devices. Close call. I was the nerd in 3rd grade who…
Note the “digs” from Tom Keene introducing Larry Summers.
- “Larry’s absolutely on-fire today ...”
- “I had to be medicated for this (interview)”.
:)
Overall, a good show. Formatting seemed better with the two co-hosts,
@davidmoran: not sure what you mean by « CCOR? » A suggestion?
@BenWP - CCOR IS an ETF, Core Alternative . @LewisBraham described it as “interesting” several months ago. I’ve been tracking it since than. Looks inviting, but ISTM the daily volatil…
@hank : I'll restate my comment. Is it time to leave the market & invest elsewhere. Is it possible Mr. Market will take more than a break & & wallow for a number of years in a quagmire ? Until the easy money flows no more & the Fed …
A thought to hash over. If & when the holders & nibblers get back to even will you cash out & go to something with less risk ? I've started to buy a few CD's, buy just maybe it's time to do some more nibbling. ???
@Derf - I do not…
From sfnative “I've been dribbling money in, to absolutely no positive effect thus far.”
Not to quarrel with your assessment or timing methodology …
But a reminder to all that it took roughly 15 months for the last bear market to reverse course. F…
”I wish my 403(b) contributed over the summer, but it doesn't. But in my taxable accounts I've definitely been buying and/or looking to buy.”
Yeah - I agree. Long term money that I may never need. My own lifelong predilection is to rather own thi…
Cheer up! Other than inverse funds, TROW is the only thing I own or track that gained today. Up 10 cents to $111.63. (I do not own it.) That said, it’s down over 42% YTD.
For perspective, both PRWCX and PRSIX are down over 14% YTD.
At ris…
I didn’t want to start a separate thread, so hope no one minds by adding some possibly related thoughts … (2)
- Maybe I’m naive, but I’m sensing some kind of capitulation in the broader equity markets just staring at the numbers, including a 600 po…
TROW $110.77 this morning.
My guess is TROW will be a lot higher in a few years - if you have a long term horizon. Asset managers tend to wax and wane with the overall equity market since their earnings are based largely on fees assessed on t…
Good points by@msf. Yes, quite correct that an asset manager’s higher AUM would tend to increase its share of a stock holding. In addition, since a lot of TROW may be held by index funds, an investment in it might not reflect management’s true app…
$113.68 this morning. Off about 2%.
TROW gained nearly 40% in 2021 and around 20% the preceding year. So some “give back” here. But, that must have been a horrific ride down this year for anyone holding an appreciable amount!
Have started trac…
It’s a “flaky” site, I’ll agree. Led me to a Facebook sign-in page once. So, I just closed it out completely and than reaccessed it again w/o trouble. If you get it to work, it’s darn handy for searching stock performance. More than I’d expect to f…
The show (7/8) was mostly about private equity investing (first one-third of show). Just one gal being interviewed by moderator. That was followed by 5-10 minutes of Larry Summers, who I don’t think said anything new. The remainder of show was dev…
There are no hard and fast rules for minimum and maximum fund positions.
I agree with much of the info stated in the prior posts.
It's more important to focus on risk and diversification.
An investor can achieve good results owning only a target-dat…
Agree with everything @MikeM said. TBLQX? My lord! TRP is digging pretty deep into their symbol bank. :)
If you go with only one fund than benchmarking is more or less irrelevant. But the more you expand / tinker with your holdings, the mor…
Too damned funny …
“When the officer asked how many were in the car, she said there were 'two of us' “
https://www.dailymail.co.uk/news/article-10997137/Pregnant-woman-Brandy-Bottone-215-ticket-driving-HOV-says-FETUS-count-person.html
”I presently have 77% in 5 funds in nearly equal amounts.”Sounds reasonable. You posted some time back that you had 20% in PRWCX. (LINK). Not a bad choice. By all accounts it’s a great moderate risk fund. I sold it last week. But if I still owed it…
Couple of months ago the guy that fixed our dryer told me he was buying crypto. At that time it was only down a little. I asked him if he was buying the dip. He said "Yep." And then said he was going on vacation to New Zealand.
I hope he enjoyed h…
Travelled to Montpelier on an academic related college trip with a bunch of other 17-18 year olds in the early 70s late 60s. Stayed at a hotel there. Took rail part way out. Remember changing trains in Montreal. Yes lovely area. Winding mountain r…
Big Stupid Deal?
Naw …
The “B.S.” part should be obvious. :) I’m not sure what the “D” means. What was the name of that guy who used to post under 4 or 5 different identities? Dilbert? Dennis?
https://www.marketbeat.com/stocks/NASDAQ/OCSL/chart/
Thanks for the tip. I like companies that can mint money out of thin air. Will have a look at this one,
The -10% YTD doesn’t trouble me. I gravitate to stuff that’s down. Suspect it’s holding …
“If it seems too good to be true it probably is.”
Hard to feel sorry for folks duped into thinking they were getting 18% annual interest with no more risk than in an FDIC insured account. Some were even led to believe their money was safer than in…
“hank, i think you meant "DrucK"? lol.”
Yep - Sorry. Always fighting with the spell-checker. :)
BTW - Stan Druckenmiller was a frequent guest on the old PBS “Nightly Business Report”
Excellent post. Thank you for summarizing. Druck’s a smart dude. I can’t argue with similarities to the 30s. My money is still on the “Fed Put” this time around. But a close call. Something else I don’t see mentioned in the media is the possibility…
Link to Oaktree Capital for those interested in investing with Howard Marks
https://www.oaktreecapital.com/
(Minimum investment for individuals is generally $100 Million.)
From this week’s Barron’s: “Today I am starting to behave aggressively. Everything we deal with is significantly cheaper than it was six to 12 months ago.” - Howard Marks, Oaktree Capital
There was no accompanying article in Barron’s. The inter…
