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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
Reply to @Junkster: Friday was so bad...thinking about it, I was down over 5% in a single day with AA! But, even after Friday, I'm up 44% with this stock since buying it at $7.92.
Thanks to you and Flack and others, I try to manage a large part of …
Reply to @Junkster:
In fact, SFGIX has lost 5% already year to date. A 5% loss in less than a month!! Not my idea of how to accumulate wealth.
Please stop rubbing it in!
Amazon’s cunning can be seen in the company’s growing patent portfolio. Since 1994, Amazon.com and a subsidiary, Amazon Technologies, have won 1,263 patents. (By contrast, Walmart has just 53.) Each Amazon invention is meant to make shopping on the …
Quick look at some board favorites with M* YTD performance plot:
RNSIX back in lead.
Then ARIVX.
Next PIMIX and BOND.
WBMIX.
SPY.
ARLSX slowest out of the gate.
Reply to @bee:Hi Bee! The Apple store here in SLO is a go-to spot for the college community. Very open concept. Place most folks want to visit. But, I believe they sell fewest number of products at their stores, no? So, there store is more a showcas…
Hi Scott!
Generally agree.
Although perhaps the comparison with B&M merchandise-first stores a little unfair, no?
Isn't Starbucks a restaurant first and merchandiser second? Most people love to eat out.
Online restaurants, a bit harder to do…
Reply to @scott: Good deal. Yeah, front load is in prospectus @4.5%. I believe up to $50K. Schwab too charges the load. But they have $100K limit for institutional shares versus $5M in the prospectus, which is good for 401K investors.
Reply to @msf: I am so dense. I never realized that the "Sales Fee" was meant for the "Sales Person," which is a broker or financial advisor as opposed to the fund house proper.
If M* contained more of your good detail in their write-ups msf, that …
Reply to @Heathbob:
Almost entirely out of bonds and moving most of that money into WBMRX.
We are on same page here, except I refuse to pay the load. Really wish Whitebox Funds would get rid of their loaded share classes.
@Scott.
I trust you are following this...
Shares in Glencore Xstrata plc (LON:GLEN) have risen today following media reports a Chinese consortium is close to buying the company’s Las Bambas copper mine in Peru.
Glencore’s share price was up 3.29 …
Doubled down on SCHN after recent pull back.
Wanted to do same with AA but hated selling anything else in portfolio.
Current funds: DODGX, FAAFX, SIGIX, WBMIX.
Current stocks: AA, BAC, JBSS, SCHN, SENEA.
All the new stuff I have my eye on just k…
I find it ironic that M* will give awards to funds based on one year performance but will not rate them if under three years.
AMOBX has trailed the S&P virtually its entire lifetime!
Here's M*'s own performance plot:
The fund's 64% drawdo…
Just horrible.
Morgan Stanley Focus Growth A AMOAX
@5.25% Front-Load
The oldest share class version AMOBX has 1.71% er plus 5% load.
M* continues to ding FAIRX @1% er with a Negative Price score, but AMOAX gets a Positive Price score @0.97% with…
Reply to @Maurice: Hi Maurice. Nope. Leap of faith. I have not done any due diligence on it. It was the activist bent that triggered my attention...it holds BEAM. Wanted to see if members on the board had any experience with the fund and/or thoughts…
Hey, good stuff.
The folks at Steele Mutual Fund Expert actually include "full cycle" returns in the database we use to compute our ratings metrics.
Here's how they define it:
Full-Cycle Return
A full cycle return includes a consecutive bull and…
Yes, I saw that too.
Suspect it's based on hope of continued stimulus from Fed.
Most equity sectors off to slow start so far, except ones you mention.
Intercept Pharmaceuticals. Intercept Pharmaceuticals. Intercept Pharmaceuticals. Keep saying it…
Building starts all around. IPO resurgence. Hey, even home improvement loans coming back.
If...
Companies start increasing CAPEX, like oil houses have done recently, to help create real growth (versus EPS engineering via buy backs),
Credit remain…
BTW...
As WaltJ recently noticed, though the single star is disappointing, FAAFX finally had a good year in 2013:
As for SHLD, just hard to get my head around it.
I know, real estate.
Bulls point out that we are no longer building malls and …
Ha! Slammed today between AA and SHLD...and yesterday with SCHN. But a little hard to complain about after recent run-ups. Good to see SIGIX finally advance, if only on hope of continued stimulus. History may well call this the anti-rally.
Reply to @Old_Skeet: Happy New Year Old_Skeet! Yikes. Extrapolating forward after just two very light days of trading? I have my fingers crossed that January turns out to good month for earnings. Starts next week I believe with Aloca.
Reply to @Old_Joe: Hear, hear!
Ditto for all leaders in civil service. For that matter, leaders in industry too!
Happy New Year Old_Joe!
Break, break.
Hey, when are we gonna get some rain?
Can't take many more of these California Days...72 and …
Reply to @davidrmoran: You're absolutely right, of course. Yankees are certainly one of greatest teams ever, but not lately. Seem more like a broken team. So, maybe a more precise description is one of greatest franchises ever?
As for SEQUX, it's b…
Hi again Slick.
A couple ways to do this...
I trust you are starting with an Excel-like spreadsheet.
I typically capture the image using Jing and Screencast, which I learned from bee, then post on the board. (See previous discussion: http://www.m…
Reply to @davidrmoran: Morning David and Happy New Year! No mistake. SEQUX is indeed one of greatest mutual funds ever...no fuzz on that...going back to its inception in 1970. Here is a direct comparison of SEQUX with a couple funds you mentioned th…
Underwriting researchers and academic institutions is one part of Wall Street’s efforts to fend off regulation.“My compensation doesn’t depend on my conclusions..."
But I suspect whether the sponsored research gets published or not does depend on hi…
