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.
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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
@00BY.
Hmmm, bear signal?
Market is tough to handle lately, certainly.
A bit psycho.
At close today, SPY off 4% from last high, so still long way from bear territory.
Believe we'd need to come down another 16% to call an end to this bull market…
@Derf.
I count 22 small caps on Three Alarm list:
Symons Small Cap Inst (SSMIX)
Royce Micro-Cap Invmt (RYOTX)
Artisan Small Cap Value Investor (ARTVX)
ASTON/River Road Small Cap Value N (ARSVX)
Paradigm Micro-Cap (PVIVX)
MassMutual Select Small Co…
Huge quarter. Triple profits, year over year.
Strong aerospace growth. Strong auto demand.
Price run-up in basic materials.
Predict strong organic growth in 4Q.
Klaus Kleinfeld has to be one of best CEOs in America.
He's key chart driving stron…
A bit dated, but FWIW...
http://www.mutualfundobserver.com/2013/10/whitebox-tactical-opportunities-conference-call/
Will be interesting to reassess at the three year mark, which is couple months away...I believe they will rank just above "average"…
I have not flown American Airlines in years.
I used to fly TWA a lot.
Then, lived on Delta for years. Still like Delta. Good airline. Good people.
But, Virgin America has become my favorite airline.
I just think that earnings session will help provide better basis for market movement...a dream I have. And, I remain cautiously optimistic that earnings will continue to improve. AA announces after the bell. I'm heavy AA. Fingers-crossed.
Another example below...Artisan, one of strongest fund houses available today.
Consistently, this family has high percentage of GO funds.
As of last quarter, 4 of their 13 funds are GOs. Pretty good.
But more recent performance of most of their f…
So, some links below to current ratings on long term top-tier performers. All notable. All struggling this past year...or more.
http://www.mutualfundobserver.com/fund-ratings/?symbol=TCWAX+OAKIX+UMBWX+TIGAX+SHSAX+PRHSX+VCHSX+MHNAX+UNHIX+HABDX+PTTRX…
This thread will too quickly degenerate to a battle of opinions on whether or not the market is overvalued.
I find these arguments and attendant disagreements as bad as those on passive versus active. They tend to go nowhere. Each side defending it…
@David_Snowball.
Given the number of times steep declines have happened and the variety of reasons they can happen (overvaluation, or perhaps more precisely "overheated," being only one), investors should always be asking "if the equity portion of …
Hi MJG.
My grumpy response was just about this particular article and its lead-in style.
Glad you like Mr. Clements. That adds to his credibility in my book.
Will look for his byline in future articles.
Hope all is well.
c
However, if you're just starting out investing and looking for guidance, it's not bad advice - and probably cost the writer and Journal little time or money to churn out.
Hi Hank!
I actually agree with the advice.
Just think it should have been c…
Here's an opposing view, in latest Cook & Bynum letter:
VENTURE CAPITAL SPECULATING
As of 2Q, COBYX is holding 37% cash.
As of 10/2, it's 5.25% for YTD.
If you have not visited their website in a while, it gets better and better...
http://w…
I agree.
What has changed at RSH that will make this loan any different?
Maybe they are just buying time.
Until they can figure a way out.
Break, break.
Think Bed Bath & Beyond is doing well.
How about FrontGate?
Not data.
Perhaps the pull back is healthy for market.
Stop the froth talk.
Anything but irrational exuberance at this point.
Are folks reaching for yield regardless of risk?
I don't see it. Not yet anyway.
This approach seems completely antiquated to me.
Like front loads.
Ultimately indefensible.
Sad too that they use famous academics as shills.
Just do not believe it will persist in current form.
Bottom-line: shareholder unfriendly.
c
Hi LLJB.
Yep. I believe current and new subscribers before 1 Jan will get current rate forever. Those subscribing from 1 Jan and after will pay higher price.
That's what I thought Meb told me at the conference...and, here is a post confirming:
h…
