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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 @cman: Good Stuff cman and fundalarm.
...prices are determined by two factors, the supply and demand from the actual use ... and the speculative ... manipulation of supply by producers and in recent years also by financial institutions.
See…
Reply to @Junkster: Good point...better than AGG or BOND.
Break, break.
Hey, hope all is well. Been a awkward month for my trades. Some up 10% over 2 weeks on heavy volume at market close, only to reverse direction and tank the following week. Val…
Ha! Suspect the board with have fun with this one...
OK, so I've started viewing ARIVX as an actively managed conservative allocation fund, specializing in small caps. That may help temper expectations, 'cause like you say (and I know Ted and other…
Reply to @AndyJ: I'm hoping it's just posturing, locking-in gains for year. I'm not in the over-valued camp. With budget deal, except taper surprise, don't see anything on horizon that will cause stocks to head south. (Ha! Great last words.) Fingers…
Reply to @MJG: Outstanding! It does seem like there is an explosion of alternative education opportunities today. Something that can truly benefit so many people. From Academic Earth to Coursera to Khan Academy to edX to inversity.
Seems like never…
Reply to @Old_Skeet: Now, I do not agree with the Phoenix Capital Research report. But your point on tracking revenues, that's good stuff Old_Skeet. I suppose EBIT and EBITDA are also metrics that may be somewhat tougher for the accountants to manip…
Really good discussion here.
Near-term, P/E seems to be a very dependent variable..."a derivative," as you describe.
But in the limit, seems to me it must converge to reflect a reasonable return on invested capital.
Else, we shouldn't be investin…
Here's yet another free on-line option...
https://www.edx.org/how-it-works
To meet increasing demand, which apparently can't be met with traditional route:
The situation creates...a tension between the passion to protect the core qualities and…
Yes, when you are Ichan or Paulson or Buffet and the market draws down 50%, they only have $15B instead of $30B to play with... =). Suspect one reason is that "basic" living expenses cap-out well below the fortunes of these folks, or at least they s…
Yeah, unfortunately, the recent stock prices of the oil E&Ps seem to be reflecting more of a recession.
Gotta believe it's cause the free cash flow numbers are so bad, given steep investment costs for new wells, equipment, etc. And, commodity p…
The indexes took some hits this week but the rally has been long in the tooth in terms of not having any blood letting. Some pullback is needed to cleanse and clear out some complacency. Ha! That's one way to look at it. Easier if it's not your own…
Reply to @scott: Thanks man, understand. Just noticed lately that on days when SHLD drops heavy, FAAFX does not go down as I expect. But, maybe just wishful thinking on my part.
No.
Congrats on holding these three funds, and just three. Concentration is one of the secrets to superior returns...or really lousy ones, depending on how skilled (or lucky) you are =).
BTW, not certain but think BB has been off-loading SHLD, at …
From Andrew Foster's presentation today...on Mexico:
Here's link to full presentation:
http://www.seafarerfunds.com/documents/shareholder-call-presentation.pdf
Good article. Thanks Ted.
Maybe CEOs and CFOs and all their stake holders have just become more focused than ever on maximizing value of their companies.
Here is link to actual paper by Wells Capital chief investment strategist, James Paulsen:
A …
Hi Stan.
Can't speak to these numbers, but the implication is consistent with some discussion in David's commentaries, on the board, and with some of the talking heads (eg., Blackrock analyst this morning discussing 2014 guidance)...
US valuations…
Reply to @MJG: Ha! No shots, just compliments. Good to hear positive sides of the adviser business from you, BobC, slick and others. Perhaps there's hope after all =).
Reply to @Bud: Ha! Well, would still appreciate any insight from the board on how info like this is best used. For example, I've been interested in CHE for a while, especially after the recent lawsuits, which if turn-out false, present a buy opportu…
Just about nowhere to hide today. Believe PG was up, not much else...volume on consumer staples way up.
Financials slammed on heavy volume.
Closing numbers for day on Seeking Alpha:
And bonds, the blows were a little softer, perhaps:
Vol…
Reply to @Mona: Hi Mona.
There was a good discussion on the board a little while back about NSEIX inconsistency:
http://www.mutualfundobserver.com/discussions-3/#/discussion/comment/31155
But for the last 10 years, its risk adjusted numbers are…
Here are the numbers for OAKBX and some of the older Artisan funds:
The Artisan funds have tended to be a bit more volatile than SEQUX, while OAKBX returns have not been as strong.
Reply to @mrdarcey: Hi sir. Accipiter and Chip should be launching the new search engine soon! It will have all funds rated, more than 7500 and will be updated quarterly.
