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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
I agree with several of the flags pointed out here...and more.
It bothers me that I can not find how much Oscar Belaiche and Jason Gibbs have personally invested in this fund, if any thing.
It bothers me that I don't know exactly where the buck st…
Good digging msf. I will continue to monitor.
For DWGIX proper, Schwab imposes a $10K minimum investment - but it is a OneSource, No Load, No Fee Fund.
A little further digging on Oscar Belaiche indicates that he has been with Dynamic Funds since 1997. Dynamic Funds is a Canadian wealth management firm started back in 1957, as described here:
http://www.dynamic.ca/eng/aboutus/Who-We-Are.asp
Since…
RiverPark Short Term has done very well against other highly regarded short term duration funds since its inception in late 2010, as shown below. It was first reviewed by MFO in July 2011.
Nice. Had not really known about such offerings for income investors and the hybrid nature of preferred stocks until your post. Interesting distinctions, but sounds like such offerings may get squeezed after 2013 with The Dodd-Frank Act and Basel II…
MACSX has done a little better YTD, but both have outperformed the EM benchmark:
Like CaryRaleigh points out, SeaFarer is better positioned for emerging markets beyond Asia, with holdings in Latin America, Africa/Middle East, and emerging Europe.…
Follow-up from Fairholme Funds SAI 5/22/12:
Ownership of Fund Securities
As of the fiscal year ended November 30, 2011, Mr. Berkowitz and his immediate family members owned shares of The Fairholme Fund worth in excess of $1,000,000, shares of The…
Sweeter still that it seems to be yet another quality fund previewed early and well by MFO:
http://www.mutualfundobserver.com/2011/10/mairs-power-small-cap-fund-mscfx/
Wow. Agree. Vasco Data Security International, Inc. (VDSI) is MSCFX's top holding. This young, "conservative" Maris & Power Small Cap is indeed on-fire. Up 19% YTD...14% over category. Seeking alpha? You find it here. Gotta love it.
Ha! You're right to be considerably hesitant. The Money Life audio show is just awful. You, on the other hand, we love. Looking forward to your take on Cook and Bynum.
Reply to @MikeM: Hey. I think we invest alike. On Bee's criteria, I see it as a kind of Sharpe Test. Is the equity or allocation fund you are about to invest in capable of producing more than the (fairly) sure thing of a fixed income fund, like POND…
Hi MikeM. Thinking there is an easy answer and tougher answer to your question.
Easy first. You would probably enjoy the article by Steve Goldberg entitled "Goldberg's Picks: 5 Best Low-Risk Stock Funds."
Here is link: http://www.kiplinger.com/col…
Reply to @David_Snowball: Hey, some progress. SFGIX now available on-line at Schwab, and as a OneSource offering (no load, no transaction fee)...see below. That said, symbols SFGIX and SIGIX not supported by Goggle Finance, which seems weird.
Cute.
Maybe not so different than "Sell in May and go away, stay away till St. Leger Day."
More on the Halloween Indicator:
http://en.wikipedia.org/wiki/Halloween_indicator
I agree.
Here's how it compares with a few other small caps I track (RYSEX, ARIVX, LLSCX):
And performance:
At this rate, the young MSCFX should attract substantial inflows.
Even sweeter given the down-played expectations. A reminder of Dav…
Hi msf. I suspect few people are more motivated than I to like Schwab. At one point I've had every account in our household at Schwab: 2 IRAs, a rollover, a Joint Savings/Brokerage, a checking, a Visa Signature, and through my work a Personal Choice…
I've recently opened a couple accounts directly with Seafarer. Very easy website to use and responsive staff. I’m tired, once again, of Schwab's high fees…$75 transaction fee for non-OneSource Funds, which is a non-starter for yearly IRA contributio…
Thanks. Good stuff. Until I saw this post, I would never have believed that a precious metal ETF (SPDR Gold) is third largest fund with $74B in assets. Extraordinary.
