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.
I might add a cliché. Don’t let taxes wag the dog (or some other mixed metaphor of your choice). I have never found foreign taxes to be a big deal when I prepare my tax return. TurboTax seems to take care of things just fine.
@slick: I also sold IWIRX when it seemed to have flamed out. Things have gotten worse, a surprise given the fund’s previous performance. I’m happy in MGGPX.
I have kicked the tires in the NTF version, MFAPX. I think Kristian Heugh is a great manager and I have a sizeable position in his global growth fund, MGGPX. I could not see the point of holding both of his funds, especially since MGGPX has a superi…
@MikeW: credit goes to David Snowball for highlighting the strength of PRIWX. As I’ve said before, getting paid for the risks one takes for going into EM should be the standard to apply. I agree with @hank that EM is a loose term. Now that there’s a…
From the perspective of the fund’s performance, I’d say sell without regret. There are better global offerings available. Not knowing if the sale would materially affect your tax bracket, it’s hard to offer advice. Maybe you have a loser or two whos…
I hold both CAPE and DSENX, using the former for trading when the price is right. Up until the market drop late last year, performance of the two vehicles was similar; however DSENX dropped much more than CAPE during he turmoil. I used M*'s chart fu…
Strikes me that some pols are throwing the term "socialism" around in an attempt to appeal to a not very thoughtful base, the same portion of the country that can be exploited with specious reasoning on trade (we'll bring back your jobs), immigratio…
They seem to be very good funds, if you can get the Admiral shares NTF in your account. Note the hefty slice of EM exposure, about 20%. If you have access to NL/NTF versions of the following MS funds (MIOPX, MFAPX, and the global MGGPX), I would giv…
The Hulbert article offers the following list of value stocks for the DIYer who can't find a fund for the job:
• Bank OZK OZK 3.55% (OZK)
• Brighthouse Financial BHF -0.83% (BHF)
• Capital One Financial COF 0.63% (COF)
• Citigroup C 0.61% (C)
• Gol…
Another way to play EMs is in MIOPX, Kristian Heugh's MS foreign growth fund. Current holdings show about 38% developing markets and he tends to concentrate his holdings.
@MikeW: I think value should make a comeback and also that TRP has the resources to support this fund. Quite a few prognosticators have picked EMs to do well in coming years, so I'm following them. Seafarer's value fund hasn't shown much yet, but ot…
XMLV has been a very successful mid-cap low volatility fund. Compare it to IJH, a conventional mid-cap, to see how XMLV lost less than 1% in 2018, while IJH declined about 11%.
@hank: my great uncle (d. 1950's) owned a still-running GE refrigerator that was so old it earned him recognition from the company. I recall it sitting on legs an having a round refrigeration coil on top. It kept on running despite his demise.
Not sure I get all of what the OP has offered us, but I did make a significant move into healthcare during the December doldrums. Got some pop from my CEF health positions and especially when my long-term holding CELG got an buy-out offer from BMY.
Drole. The title of the song is cut off at the top of the screen to read, "The Devil Went Down to GE." He took the stock price way further south than that.
It's not always possible to find out who manufactures for Sears although Consumer Reports sometimes provides the information. Panasonic makes Kenmore cannister vacs and Whirlpool provides many of the appliances. FWIIW, Panasonic, of which we own two…
@TheShadow: Did you have to call the agent in order to get an application? I don't see anything on the fund's web site about how to invest or any forms to download.
Here's my jaundiced take. In the early days of CNBC, before the dot-com crash, Maria was the only "babe" gracing the small screen. These days, there are many very attractive and very competent women competing for our attention. FWIIW, none of the wo…
I've held 3-4 of their funds since they opened the shop. It went swimmingly until it no longer did. When their funds were outpacing the pack the boys from Utah looked like geniuses, making company visits where few venture, and seeming to have a grea…
@derf: that Menard's "rebate" is just a store credit, isn't it? I've shopped there a couple of times and discovered the rebates were only good for more stuff at the store. Continue to shop there if you like, or not if you check on who funded Scott W…
Yesterday I heard an interesting piece on this mission on "Here and Now," which is broadcast on NPR between 1 and 3PM here in Ann Arbor. I had not realized how significant it was at the time. 1968: two assassinations, the Democratic convention, Nixo…
It's hard not to accept the explanation for this volatility (and I mean in both directions) on algo-trading. That or the 400-pound hacker made infamous by Individual #1.
@msf: BCSVX is also heavily invested in tech and healthcare, another form of concentration. GISOX has only 15% in small and micro caps, while DRIOX is almost 2/3 in mid caps. It may well be that you'll need two or three funds to do the job.
It's been a rough ride this year, but I still have faith in BCSVX. Very low turnover reported by M* will result in a total distribution of 4-5 cents. On the other hand, BCSIX will make a much larger distribution this year.
