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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
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…
I wouldn't be surprised if lots of experts preaching buy and hold are closet market-timers. Academics can be notorious hypocrites. In a 1994 speech at the USC Marshall School of Business, Charlie Munger said, " … one of the greatest economists of th…
Reply to @STB65: Ha! Guess it's a Peter Lynch thing. Two things people hate most: sewers and hospice. (Decoupling emotion here.)
CHE uses mature and established cash flows from sewer biz to buy high margin hospice facilities.
Their price is curren…
Remain heavy: FAAFX, SIGIX, DODGX.
And: SCHN, AA, SENEA, JBSS, BAC.
Exited energy (APA, HES, and CLD), but remain bullish longer term. Just spooked by falling oil, high CAPX, and short-term pull-backs. Looking for opportunity to get back in. And I…
Those sure were tough days...circa 2008. Glad they are over. Would like to avoid a repeat for very long time. I'd like to say forever. But, you know, it is the doom of men that they forget.
Reply to @MikeM: Yeah, boringly successful. DODGX has remained above 10 mo SMA for months, like SPY itself. Will add up numbers soon, post result.
Santa rally continuing this morning looks like on AAPL, spending and outlook news.
Reply to @hank: Ha! Dear Hank. Congrats on DODGX! I am gonna owe Flack dinner out this year, since I moved most (and then all) of my heavy DODIX holding into DODGX in the spring. Plan to report on the differences due to implementing timing method he…
Reply to @STB65: So far, I've not had much luck with bond ETFs. (And, no one has any luck with target date mutual funds.) But, very much appreciate the info on "laddered" bond ETFs. Thank you sir.
Reply to @VintageFreak: Ha! I agree. That may be best runner-up...along with its managers for not explaining what went wrong with their risk parity strategy and what is to be learned from the June nose dive.
Ha! If Joe Kernen becomes any more bored, he will fall asleep on-air. I wonder how many people he puts back to sleep? With Joe as a backdrop, maybe Barney Frank will be a good add =).
Reply to @Investor: Thanks man. I honestly missed this better punchline. Probably because I've never held a bond ladder, but will look into and see if it is indeed a practical substitute for my cash holding.
Think his "not a fund subject to redempt…
It was great.
Loved the part when Bernanke encouraged congress to employ top experts in central banking during their review next year.
A warning of course to beware of unqualified political appointees, which can destroy the integrity of great inst…
Come on. Give me a break. You guys need to drink some milk of human kindness this week.
@Swede...might take a minute to read an earlier discussion on the board:
http://www.mutualfundobserver.com/discussions-3/#/discussion/comment/31679
