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Time Warner Inc. Message Board

notehound 4 posts  |  Last Activity: Mar 28, 2016 2:49 PM Member since: Mar 10, 2008
  • Reply to

    Any HIPS investors?

    by mkornbsdcrdh Feb 23, 2016 9:32 AM
    notehound notehound Mar 28, 2016 2:49 PM Flag

    I own several multi-asset funds, including PCEF and YYY, which invest in closed-end funds. I also own IYLD and MDIV, two other multi-asset funds. I am considering selling some of my stakes in other multi-asset funds and moving into HIPS. like the fact that HIPS (the Master Income ETF) has a higher percentage of stocks than either PCEF or YYY and the fact that HIPS seems to be more diversified in its holdings than IYLD or MDIV. It looks to me like the concept of this ETF is excellent, but it entered into the multi-asset space later than several other funds. One thing that concerns me is that HIPS has under-performed both YYY and PCEF in the past year, 6 months and 3 months, suggesting that HIPS extra exposure to stocks has hurt its price performance against the more bond-heavy high-yield multi-asset funds. I spoke with a representative of the fund and he confirmed to me that holders of this fund don't have to deal with K-1's which are a problem for owners of MLP's. For that reason alone, I feel fine with the idea of buying HIPS. I will add to my position on any stock pull-back, which should make HIPS cheaper than it is.

    Sentiment: Hold

  • I am curious whether anyone knows why UBS now has a price target of $105.00 on TWX while Wunderlich has a $54.00 target and JPMorgan is only $50.00? Are they all looking at the same stock?

    Sentiment: Buy

  • Reply to

    Novartis files trademark for Opaxio!

    by sddutcher Sep 24, 2009 1:39 PM
    notehound notehound Oct 5, 2009 3:30 PM Flag

    In August 2009, Novartis narrowed the extent of its earlier 2008 Trademark application to an exclusive right to use the term Opaxio with regard to oncology (cancer drugs), as opposed to their broader 2008 application. This means that they wanted to "tighten up" their exclusive rights to use the Trademark in dealing with cancer treatment. IMNSHO, as a business owner with a good deal of Trademark experience, no one bothers to narrow their application unless they intend to actually USE the trademark - and relatively soon. NOVARTIS intends to market this drug, you can be sure of that. The investors who ponied up $30 Million within the last month are aware of this. This stock has legs.

  • Reply to

    Good fund to get into

    by beaverfuzz1 Mar 5, 2008 5:47 PM
    notehound notehound Mar 10, 2008 2:01 PM Flag

    I just got into TAVIX. I've been watching it for a while. I like the fund manager's approach and philosphy. I am glad the price is beaten down - it gives me a chance to pick up more shares.

    I've tried being a stock picker and I just can't produce enough returns to justify the time involved.

    It looks to me like TAVIX should do well over the next 3-5 years. The fund manager obviously understands macroeconomic factors and he is doing his homework on individual companies.

    I like value investing. I just couldn't do it for myself - especially for foreign equities. This should be a nice balance against a domestic large cap fund like DODGX.

    Surely there are a lot of other individual investors out there who will develop an interest in TAVIX.

87.16+0.42(+0.48%)Oct 25 4:00 PMEDT