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mjc99

mjc99
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  • Time To Sell The SPDR Biotech ETF [View article]
    Vanguard Health Care Fund (VGHAX with minimum initial purchase of $50K or VGHCX with minimum initial purchase of $3K) is another option, especially if you are on the Vanguard investing platform and can trade this for free.

    Both VGHAX and VGHCX have relatively low fees and have performed better than VHT and SWHFX over time and also on a volatility-adjusted basis.
    Jun 4, 2015. 11:08 AM | 1 Like Like |Link to Comment
  • Time To Sell The SPDR Biotech ETF [View article]
    Market Vectors® Biotech ETF (BBH) is another option. The author's top three choices, Gilead, Amgen, and Celgene, comprise more than 37% of BBH. (I am long BBH.)
    Jun 4, 2015. 08:51 AM | 1 Like Like |Link to Comment
  • Why Interest Rates Will Stay Low [View article]
    Philip,

    The current S&P dividend yield (ttm) appears to be about 1.94%

    Based on your estimation that 1.8 means stocks are expensive in this interest rate environment and 2.2 means stocks are inexpensive, it looks like we are currently in the middle (or just slightly on the expensive side).

    Is that how you see it, not too hot nor too cold at the present time?

    Thanks,
    Mark
    Apr 13, 2015. 10:19 AM | 1 Like Like |Link to Comment
  • Weighing The Week Ahead: Will Economic News Alter Fed Policy? [View article]
    Jeff,

    Under the "Good" category you listed: "Weekly jobless claims dipped. Back below 300K." Looks like you did not update this item from the previous week.

    You do mention the correct weekly jobless claims increase to 313K under the "Bad" category, however.
    Mar 1, 2015. 11:01 AM | 2 Likes Like |Link to Comment
  • EU, Greece approach final showdown [View news story]
    Wait a minute! You're telling me that WWF wrestling is fake!
    Feb 15, 2015. 11:48 AM | 4 Likes Like |Link to Comment
  • Commentary On Gilead Sciences' Recent Plunge [View article]
    Per Morningstar, 56 million shares were sold short as of11/28/14. I wonder if some folks took advantage of this selloff to cover their shorts.
    Dec 22, 2014. 06:37 PM | 4 Likes Like |Link to Comment
  • Being Grateful: Economy Good; Getting Better [View article]
    Thank you James for pointing out all that we have to be grateful for.

    Happy Thanksgiving to you and yours!
    Nov 27, 2014. 10:20 AM | 2 Likes Like |Link to Comment
  • Core CPI weakest in four years [View news story]
    I recently replaced several appliances with similar appliances that cost about what I paid for the originals ten years ago. No inflation there.
    Sep 17, 2014. 03:41 PM | Likes Like |Link to Comment
  • Taxes Don't Lie [View article]
    Scott,

    You argue for less government spending but this type of austerity has not seemed to help the EU. If the government hadn't stepped in to the extent it did, it seems to me that the result could have been much worse in the U.S..

    Also, you seem like an intelligent person but your continuous rantings against liberal government policies don't serve you well. In my opinion neither the Democrats nor the Republicans are worth my vote. I would suggest following the advice of fellow SA contributors like Jeff Miller: separate politics from investing and be politically agnostic.
    Aug 13, 2014. 09:52 AM | 6 Likes Like |Link to Comment
  • 'Ending In Tears' Doesn't Mean The Market Goes Down Right Away (Part 2) [View article]
    "For now, the Fed and the ECB are throwing parties and there is no reason to enjoy them."

    Cam,

    I believe you may have meant to say ..."there is no reason not to enjoy them."
    Jul 1, 2014. 09:29 AM | 2 Likes Like |Link to Comment
  • The Fed Is Wrong On Inflation [View instapost]
    I just bought an over-the-range microwave for $200 to replace a similar model I paid $250 for ten years ago. Food and energy costs may be up but the cost for a lot of other goods have not inflated.
    Jun 16, 2014. 04:17 PM | Likes Like |Link to Comment
  • Edwards hails "excellent" aortic valve trial [View news story]
    Wow! If "immortality was a very low 2.1%", I might be willing to take a chance with having the valve installed even if I don't need it.
    May 20, 2014. 09:27 AM | 3 Likes Like |Link to Comment
  • Tepper nervous about markets [View news story]
    Alas Yorick,

    A Dairy Queen near me (in Massachusetts) isn't reopening this summer either. My kids will be disappointed.
    May 15, 2014. 12:02 PM | Likes Like |Link to Comment
  • Blowout jobs number [View news story]
    As reported by Seeking Alpha today:

    "The broader U-6 unemployment rate falls to 12.3% from 12.7%. One year ago, it was 13.9%."

    Decreased from 12.7% to 12.3%. Certainly seems to be heading in the right direction!
    May 2, 2014. 10:19 AM | 1 Like Like |Link to Comment
  • Face-Off On Greece: An Interim Update [View article]
    Jeff,

    I think John Mauldin has some editing friends at SA. The text on your bulleted items is so large that they are difficult to read. And the last sentence of your article ends suddenly without being completed.
    Apr 9, 2014. 08:44 AM | 3 Likes Like |Link to Comment
COMMENTS STATS
78 Comments
115 Likes