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Hi OJ - Thanks for the suggestion, I'll look into it tomorrow when I have some time.
I've made a few posts recently but mostly lurk. I hope that all is well!
Loved BenWP's comment, I completely agree!
Cramer is just another voice imho. I try and get a variety of opinions before making an investment decision. I prefer funds & etf's to individual equities due to their being less volatile compared to…
I neglected to add that this fund is currently included on MFO's Honor Roll. The Honor Roll list comes after the 3 Alarm list and can be found here:
http://www.mutualfundobserver.com/search-tools/three-alarm-funds/
Thank you Maurice for such a detailed history of Tootsie Roll. Their products have likely funded college educations for countless children of dentists...
I never knew that my wife's beloved Dots candy were part of Tootsie Roll's portfolio of brand…
The fed stopped QE3 in Sept (Oct?) and commodities have been on a downward slope ever since. Equities have also become much more volatile since the end of QE3. Is there a correlation?
Thanks for the list bee!
Catch - I bought into FRESX last summer and have been adding ever since, including today. FRESX is about 6% of my portfolio and I'll leave it at that.
@Bee - No, I haven't thought of moving money amongst different REIT funds. I can stand the downdrafts, and FRESX is a satellite holding as of now. Thanks for the idea though : )
I've been in FRESX since June and will continue to accumulate. VNQ is a REIT etf that I considered before buying FRESX, but ultimately chose FRESX. I like the diversification that REIT's bring to my portfolio. FWIW I don't own TIPs but your logic…
Thanks Mark & Ted. Contrafund has been a core holding of mine for years, I'm just curious about other options as well.
Thanks for the link Ted. I saw this link on your Contrafund post earlier today, which got me thinking about BRLGX.
Hap…
Thanks Catch. The bottom line is that my uncle has to take the Abbvie cocktail of pills instead of Gilead's Harvoni pill.
This conclusion was reached by my uncle's physician, not by Express Scripts as we have still not been able to get through to …
Thanks for the replies, yet the sudden bite from Express Scripts still hurts. My family doesn't at all like the sudden change in medication, especially when my uncle was already approved for Gilead's Harvoni regimen of one a day pills.
Anna - as o…
From the perspective of being of a younger age than most people on this board, I believe that marijuana will be a huge investment theme over the next 10 years or so. I don't know how this theme will play out i.e. invest in franchised dispensaries o…
The railcar manufacturing/refitting companies such as Greenbrier (GBX) and Trinity (TRN) certainly took a hit today. I would think such companies would pass on higher costs to their customers but the market doesn't seem to agree.
I did everything right in my 20's. I saved, lived a frugal lifestyle and invested in mutual funds that were diversified and well thought of by M*. Then the Y2K crash happened and I watched as my profits evaporated. Taught me a lesson about holdin…
Hmmm, I guess that the IPO is on the 18th. I've read that the initial public offer price for Alibaba shares may be increased before the IPO due to such strong demand already. An uncertain day indeed!
The Alibaba IPO may be causing money managers to take profits from some of their winners and use those proceeds to buy Alibaba shares. Could be a good time to put some dry powder to work as some good companies have sold off, or will sell off tempor…
Hard to get excited about anything right now. Perhaps I'll add to health care (VHT), but not immediately. I was watching iShares Indonesia (EIDO) as a satellite holding, but that tanked yesterday and again today after a leading political candidate…
I'm in Ann Arbor and recreational mj seems like it's legal here already, the stuff is everywhere. It was like that when I was a student here also, an extremely liberal college town.
I'd love to buy into a mj etf, hopefully some options will become…
I've only been watching PHOT as I like that this company doesn't have any gov't. regulations against what they sell. PHOT's up over 30% this week alone. They're selling the infrastructure for the green rush, and we're now only at the very tip top …
@Scott - I agree that big tobacco will eventually rule this space. Altria and others are likely watching developments and have already drawn up plans as MJ becomes more mainstream, and it will become more mainstream. Then big tobacco will get invo…
I agree with the main thesis of this article, yet this nascent industry reminds me too much of the dot.com bubble. I'm sure that the lead horses will assert themselves in time and that there will be funds catering to this industry, don't know if th…
Ted - I can't thank you enough for recommending health care a few weeks back. I just wish I had the spare cash to participate in this bull market last year.
Reply to @scott: I couldn't agree more! I hope to make 1 or 2 of these toll road stocks a core long term holding. I'll follow FIS more closely, up until now it's been relegated to the outer reaches of my radar screen.
Hey Catch,
Long time no hear, too long! Thanks for the links and the Fido options, I'll look into them as I have a Fido brokerage account.
Maybe above freezing this weekend, time to break out the bubbly...
Reply to @scott: Thanks Scott! I've been watching this space for awhile and regret not having bought into a "toll road" yet. I agree with everything you said (typed?), although bitcoins confuse me.
If I make an investment into this space it wou…
