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Charles
Thank you sma3! We are spending this summer in northwest again. I have no quiet place I can be before noon eastern (9 am here). Library opens at 9am! I've set up a session for Friday, 2 pm eastern ... posted on board. But, if that does not work, just call me at 805 468 9599 ... if I can pick up I will. Hopefully, can pick a day where you can attended from noon on. Very happy to do! c
You mean the enormous 3.9% annualized total return that the market has delivered for the past 14.3 years warrants yet another meaningful correction?
I'm sorry.
At this rate, the younger generation is never going to invest the market.
In fact, if …
Hi David.
I love you man.
I agree.
15 years is about the most we can hope for with single manager.
But I do not know for sure...our database does not account for category drift...or, manager drift, sad to say...past performance, numbers only.
H…
@JohnChisum. If I ever get back into bonds =) I would definitely consider DoubleLine Total Return and Core Fixed Income funds. If they remain open, of course.
@Catch. Good stuff!
Been tough going lately.
Selectively, bears and perhaps value hunters seem to have gotten their wish.
Energy, certainly.
But some other big names well off their 52-week highs in last few weeks.
Bank of America
Alcoa
AIG
Sears Holdings
Leucadia
G…
Road HES, then APA, up early last year...under $80 to over $100.
Started watching XOM when Warren bought at around $95.
Then came June.
Exited APA at buy point. Ditto with GE, an energy proxy.
With the collapse under way, got into OXY.
Added as…
Ha!
Everyday, another stock in my portfolio drops 5%.
Did add to BAC on the (let's hope) "dip".
It's now off 16.5% from about one month ago.
That's more than the stock gained in all of 2014.
Good grief.
Aloca in freefall today...continuing the new normal that no good deed goes unpunished.
Financials and oil both off, 2-3%, yet again.
2015 sure starting off on sour note.
Yep, gotten tip your hat to him.
I too enjoyed his views, once again.
Particularly loved the part about jumping in too early on falling commodities and stocks versus doing so with bond. The former, "you can get killed," he says...while the latter…
Hmmm.
I think both the SP500 and the category are down YTD 2% or more.
I've always liked Stephen Dodson and BRTNX...his value approach, concentrated portfolio, communication with shareholders, and performance.
Here's a look since inception...
…
Thanks Scott.
In its defense, can't we argue that the non - GAAP are more indicative of future cash flows?
Unless, as ZH suggests, this engineering is something we can expect regularly.
c
Ugly action for sure.
Yes indeed.
Tough place out there lately.
But, Scott...
Why was the market even +200 in the first place?
Aloca had a great quarter and gave a strong forecast of growth in US, car/truck sales, and global in aviation.
You go…
Thanks Old_Skeet (and mcmarasco and Old_Joe).
I've added the following to each page...
For Great Owl page, "If having trouble viewing, click here.
For Three Alarm page, "If having trouble viewing, click here.
For Fund Dashboard page, "If having …
I went to the Hearts and Wallets website to read the source, but could find no mention of the survey.
I've emailed the WSJ author Karen Damato to ask for a copy of the source.
I've honestly been skeptical of the Edward Jones firm since reading Edw…
Maybe they need to file to get out of the leases they can't break, among other things. Or, threaten at least to do so.
You know, like Delta...had to go bankrupt before they could rise from the ashes.
I actually bought a couple things at our Radio …
Yep.
Sold off quite a bit on this disappointing day, yet again...
OXY...I picked up recently, but could not hold gains...had hoped that this would be more sturdy given its dividend yield. No luck. APA, HES, XOM all down heavy as well.
SAFM...I pi…
Sorry for hassle mc.
It's so funny. These are displayed using embedded Microsoft Online Excel sheets.
But it seems to run faster with Chrome.
Still, I just tried with ie11 and it came up fine...all three sheets. Took a little longer, but it worke…
Hi mcmarasco.
I noticed that our spreadsheet had scrolled off-center and I corrected it. Hopefully, that was causing the issue you reported (thank you!).
It comes up for me now...screenshot of top view:
You should also see one for Asset Alloca…
it would be nice.
the world in order some how.
buy ge, watch it climb with its growth rate.
but nothing like these days.
i suspect at some level, we can point to the quants.
happy new year accipiter!
hope all is well.
c
I feel your pain.
Honestly, come to hate most CC companies.
Commenity Bank probably worst CC company I've experienced.
Never ending checks of charges.
When we first received the card, Google Drive made a $1 charge.
For Commenity, that's an inst…
