Search found 531 matches

by Norbert Schlenker
Tue Jan 05, 2016 5:17 pm
Forum: Investing - Theory, News & General
Topic: 2016 hedge fund contest
Replies: 126
Views: 4215

Re: 2016 hedge fund contest

Late rulings, in order as I get to them. StormShadow I'm going to give you three choices because of what happened to SWHC today. I can't let you keep it using yesterday's closing price, because you made the pick after material news was out. Your choices are: ⋅ Drop out completely. ⋅&n...
by Norbert Schlenker
Tue Jan 05, 2016 12:57 am
Forum: Investing - Theory, News & General
Topic: 2016 hedge fund contest
Replies: 126
Views: 4215

Re: 2016 hedge fund contest

StormShadow, you have a provisional entry. If nothing looks out of line at tomorrow's close, I'll insert your picks. triceratop, there's another problem with THOR. That ticker from June's R3K list is for a company called Thoratec, which no longer trades. If you will take Thor - ticker THO - based on...
by Norbert Schlenker
Mon Jan 04, 2016 8:52 pm
Forum: Investing - Theory, News & General
Topic: 2016 hedge fund contest
Replies: 126
Views: 4215

Re: 2016 hedge fund contest

OUT protagonist - EDMC ineligible bowest - CC ineligible Randolph - GBRK ineligible triceratop - Bankers Petroleum ineligible quantAndHold - VRX ineligible snowshoes - VRX ineligible dixdak - all ineligible zotty - all ineligible PROBLEMS VictoriaF - None of them Russkiy like letters allowed in a n...
by Norbert Schlenker
Sun Jan 03, 2016 3:15 pm
Forum: Investing - Theory, News & General
Topic: 2016 hedge fund contest
Replies: 126
Views: 4215

2016 hedge fund contest

A couple of inquiries by PM for a new edition of the hedge fund contest, so let's see how many of you are interested enough to enter for 2016. I'm going to stick pretty much with the 2015 rules because they seemed to work well. As I'm late, your picking deadline is 9:30 EST on Monday, January 4, abo...
by Norbert Schlenker
Thu Dec 31, 2015 7:40 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

The trading year is done. Permalink to the final results for 2015 are here.

Congratulations to Tanelorn, up 57% for the year on a single stock bet. Concentration leads to winners. (Losers too but I'm not going to rain on Tanelorn's parade today.)

A healthy and prosperous 2016 to all.
by Norbert Schlenker
Sat Aug 01, 2015 6:28 pm
Forum: Personal Consumer Issues
Topic: Free Windows 10 Upgrade, Yes or No?
Replies: 429
Views: 43942

Re: Free Windows 10 Upgrade, Yes or No?

http://www.rockpapershotgun.com/2015/07/30/windows-10-privacy-settings/ Windows 10‘s privacy settings very much need to be frowned at. Essentially: unless you pay close attention to the fluffy options offered when you first install Microsoft’s new operating system, it’s going to quietly track your b...
by Norbert Schlenker
Sat Jul 18, 2015 11:58 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

All fixed. Thanks for the pointers.
by Norbert Schlenker
Wed May 20, 2015 12:06 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

It gets swapped to CY (at a cost of 34.01/2.457=13.84). Table will update automatically tomorrow evening.

BTW, thanks for noticing and responding in thread. The contest entries are diverse enough that I can't keep up otherwise.
by Norbert Schlenker
Tue May 19, 2015 9:47 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

For aficionados of data mining from past performance, http://libra-investments.com/hf/bh-contest-archive.html.
by Norbert Schlenker
Mon May 18, 2015 5:37 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

Apologies. I do have a watch set on this thread but never got an email re a followup.

Cost is now fixed in the data base. The update tomorrow should fix your return and ranking.
by Norbert Schlenker
Wed Mar 25, 2015 5:00 pm
Forum: Local Chapters and Bogleheads Community
Topic: R.I.P. George-J
Replies: 4
Views: 2448

R.I.P. George-J

Sad news. We've lost one of our own. http://www.president.utoronto.ca/in-memory-of-professor-george-luste George posted here for years as George-J , member #3643 of this forum, over 170 posts here (with more than 2600 posts at our Canadian cousin FWF ), Bogleheads conference attendee multiple times....
by Norbert Schlenker
Fri Mar 13, 2015 3:51 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

Please liquidate my short "OCN" position. Done @ 9.73. Wonder what went wrong https://www.bogleheads.org/forum/viewtopic.php?p=2328097#p2328097 I had Alliant Techsystems (ATK), which got spun off into VSTO and OA. Problematic for the simple minded software, which has only three slots long...
by Norbert Schlenker
Tue Feb 10, 2015 2:48 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

liquidate the position in NFLX Done at today's close: 443.07. liquidate our long holding of Amazon.com AMZN Done at today's close: 370.56. I actually sold AMZN for real on Friday as part of closing out my individual stock positions, but was at work ... You could do a real trade in AMZN on Friday, w...
by Norbert Schlenker
Tue Jan 13, 2015 1:10 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

Having been notified, I've tried a few reruns. Usually one is enough to clear the bad quotes. Today, the zeroes just move around. Maybe it's a bad day at yahoo. Maybe yahoo has decided that anyone who downloads 250 quotes in quick succession deserves to get bum info. I'm not really sure at this poin...
by Norbert Schlenker
Sat Jan 10, 2015 5:19 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

Okay, we're up and running with an all time high 66 entries. Please check your own portfolio and report any errors in this thread. Disqualifications hrc84 - GLD ineligible protagonist - QCOR no longer exists madpunster - ENVE no longer exists TwoByFour - BBRY ineligible DharmaBum - too lazy to dream...
by Norbert Schlenker
Thu Jan 01, 2015 11:59 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

Final results for 2014 are at http://libra-investments.com/hf/bh-2014-final.html. Congratulations to SP-diceman on the win.

Happy new year to all.
by Norbert Schlenker
Tue Dec 30, 2014 7:15 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Re: Bogleheads 2015 Hedge Fund Contest

0-6 altogether. Zero is all cash and immutable for the year.
by Norbert Schlenker
Tue Dec 30, 2014 4:29 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2015 Hedge Fund Contest
Replies: 227
Views: 31509

Bogleheads 2015 Hedge Fund Contest

Once again, I'm traveling over year end so this will take a bit of time to get organized, but here are the rules for the 2015 contest. Not much has changed since the 2014 contest, but I'm going to relax the criteria a little. So instead of exactly two long and two short positions, you can have anywh...
by Norbert Schlenker
Sun Sep 21, 2014 1:21 pm
Forum: Personal Finance (Not Investing)
Topic: Canadian RRSP
Replies: 37
Views: 4922

Re: Canadian RRSP

you have to be careful, that means TD CanadaTrust still consider you Canadian Resident and so does Canadian Government, if so, you need to clearly decalre non residency with Canadian Government or they will come after you for taxes, and if you are making transactions on Canadian RRSP you are consid...
by Norbert Schlenker
Wed Aug 13, 2014 10:39 am
Forum: Personal Consumer Issues
Topic: How much should a New Jersey home inspection cost?
Replies: 7
Views: 825

Re: How much should a New Jersey home inspection cost?

Go to this NJ real estate blog and post a request in the comments of the most recent post for contact details for the über inspector. Whatever he charges will be worth your while.
by Norbert Schlenker
Sat May 31, 2014 9:36 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

stickman, thanks for pointing out your DDD lock in March as I had missed it. Fixing it is to your disadvantage, so kudos for your honesty.
by Norbert Schlenker
Sat May 31, 2014 11:49 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

As long as you're aware that the lock will happen as of Monday's close.
by Norbert Schlenker
Fri May 30, 2014 6:32 pm
Forum: Personal Consumer Issues
Topic: Who wants a discount on some wine?
Replies: 9
Views: 1608

Re: Who wants a discount on some wine?

Aptenodytes is the (maybe, given what's been posted above) lucky winner. Code and password in PM. Good luck and remember to be careful out among them English. ;)

No delivery today, so no round 2 (yet).
by Norbert Schlenker
Thu May 29, 2014 4:21 pm
Forum: Personal Consumer Issues
Topic: Who wants a discount on some wine?
Replies: 9
Views: 1608

Who wants a discount on some wine?

I bought a piece of computer equipment from the Canadian affiliate of a US retailer, but the item was shipped from Michigan. In the bottom of the shipping box was a card from Naked Wines , a Napa vineyard ( not Naked Winery in Oregon, the card makes clear), offering $100 off any case worth $160 or m...
by Norbert Schlenker
Mon May 12, 2014 11:13 pm
Forum: Personal Finance (Not Investing)
Topic: Canadian citizen in the US - RRSP discussion
Replies: 16
Views: 1766

Re: Canadian citizen in the US - RRSP discussion

If I were to cash out, would I: 1. Pay 25000 * 0.25 in taxes in Canada - $6250 That's the withholding tax. If your other income is low, it's possible that you may owe Canada less, but that requires filing what's called a Section 217 return . It sounds unlikely but it's probably worth a little figur...
by Norbert Schlenker
Sun May 11, 2014 9:05 pm
Forum: Personal Finance (Not Investing)
Topic: Canadian citizen in the US - RRSP discussion
Replies: 16
Views: 1766

Re: Canadian citizen in the US - RRSP discussion

I see what you mean, but at the same time if the transfer is indeed possible then that would seem like the best option. I have contacted TD Waterhouse to know if it's feasible. As long as you're prepared for the result. If TDWH will take the account, I'm betting you'll get dinged at least $100 tran...
by Norbert Schlenker
Sun May 11, 2014 11:37 am
Forum: Investing - Help with Personal Investments
Topic: Investing in Gold/Silver Coins
Replies: 37
Views: 3218

Re: Investing in Gold/Silver Coins

Even with the size of the Boglehead community here, I'll be surprised if you get a "first hand" account. My maternal grandfather bribed a Russian soldier to let his wife, two daughters (one of whom was my mother), and himself pass from the Russian zone into the British zone in Germany in 1...
by Norbert Schlenker
Sun May 11, 2014 11:18 am
Forum: Personal Finance (Not Investing)
Topic: Canadian citizen in the US - RRSP discussion
Replies: 16
Views: 1766

Re: Canadian citizen in the US - RRSP discussion

It seems I could transfer from one brokerage to another, just like I can in the US. The difficulty is not the transfer. The difficulty is opening the new account now that you're in the US. Over the past ten years, it has become increasingly difficult to open a financial account in a country where y...
by Norbert Schlenker
Thu Apr 10, 2014 6:36 pm
Forum: Personal Consumer Issues
Topic: Server Admins - how to check for OpenSSL?
Replies: 5
Views: 501

Re: Server Admins - how to check for OpenSSL?

If you have secure shell access, then run the package manager (which varies depending on the underlying software) and grep for openssl. On a debian-based system, e.g.

Code: Select all

dpkg --list | fgrep openssl

On a Redhat-based system ...

Code: Select all

rpm -qa | fgrep openssl
by Norbert Schlenker
Sat Mar 29, 2014 4:51 pm
Forum: Personal Consumer Issues
Topic: Replacement for Windows XP Computer
Replies: 72
Views: 5690

Re: Replacement for Windows XP Computer

I may be right but you're not wrong, Harold. Chances are my $150 solution will break sooner than your $1000 solution. If mine lasts five years and yours ten, then it's $70/year difference and you get to avoid the aggravation at the five year mark. That's a plausible trade off. Think of all the times...
by Norbert Schlenker
Sat Mar 29, 2014 2:42 pm
Forum: Personal Consumer Issues
Topic: Replacement for Windows XP Computer
Replies: 72
Views: 5690

Re: Replacement for Windows XP Computer

Harold, I see a lot of people egging you on to buy top shelf gear, but I've yet to see a good reason for most of it. My guess is that you're going to spend something around $1,000. While $1,000 won't break the average Boglehead, make sure this is what you want to spend it on. You can buy a five year...
by Norbert Schlenker
Thu Mar 27, 2014 6:51 pm
Forum: Personal Consumer Issues
Topic: Thinking About a New Laptop
Replies: 46
Views: 3916

Re: Thinking About a New Laptop

Well, it's a rare person that needs an i5 for the jobs you seem to want to do, but if that's what you want, that's what you want. But why pay $1340 when you can pay $803?
by Norbert Schlenker
Thu Mar 27, 2014 4:55 pm
Forum: Investing - Help with Personal Investments
Topic: Were These Investment Advisors Lying or Incompetent?
Replies: 100
Views: 9592

Re: Were These Investment Advisors Lying or Incompetent?

I didn't know the tickers. I wouldn't know a fund ticker if it fell on me. What I did, and what you or anyone can do, is go to morningstar.com, start typing the fund name in the quote box, and up pops a menu of choices. Once you get far enough into the name, the choices are restricted to the various...
by Norbert Schlenker
Thu Mar 27, 2014 2:54 pm
Forum: Investing - Help with Personal Investments
Topic: Were These Investment Advisors Lying or Incompetent?
Replies: 100
Views: 9592

Re: Were These Investment Advisors Lying or Incompetent?

Here is one of the portfolios they proposed to us. Have at it! 18% DIA (SPDR Dow Jones Industrial Avg) 12% BIV (Vanguard Intermediate-Term Bond) 14% Columbia Thermostat C (CTFDX) 14% First Eagle Global C (FESGX) 14% BlackRock Global Allocation Inv C (MCLOX) 14% Ivy Asset Strategy C (WASCX) 14% Main...
by Norbert Schlenker
Thu Mar 27, 2014 11:15 am
Forum: Personal Consumer Issues
Topic: Anyone been to Budapest?
Replies: 31
Views: 6271

Re: Anyone been to Budapest?

First of all, don't do the tourist thing and stay in your hotel or take organized tours. Walk around and see the sights yourself. Be random. You'll never know what you'll find. You'll be sleeping in Pest, which is to my mind more interesting than Buda on the west side of the Danube. (Buda was shelle...
by Norbert Schlenker
Thu Mar 13, 2014 11:05 am
Forum: Investing - Help with Personal Investments
Topic: Canadian inheritance but living in the USA
Replies: 13
Views: 1280

Re: Canadian inheritance but living in the USA

If Nesbitt is willing to make a direct transfer in kind to a US broker via DTC, without charging large fees, then that's the way for you to go. Their suggestion of Harris is just a suggestion, understandable because it's an affiliated organization. But the truth is that, if they can transfer to Harr...
by Norbert Schlenker
Wed Mar 12, 2014 9:05 pm
Forum: Investing - Help with Personal Investments
Topic: Canadian inheritance but living in the USA
Replies: 13
Views: 1280

Re: Canadian inheritance but living in the USA

Once I request the funds from the executor he will consult NB and have them cash out the total. Stop! If the estate is invested in shares, liquidating is likely to costs hundreds of dollars in commissions per position, because Nesbitt is a full service broker. You want to open an account at a Canad...
by Norbert Schlenker
Wed Feb 26, 2014 11:11 am
Forum: Investing - Help with Personal Investments
Topic: Which options to exercise?
Replies: 18
Views: 1439

Re: Which options to exercise?

berg, check to see if your options have a reload feature . Those aren't universal but they aren't rare either. If the feature is there (and ignoring tax implications), you should exercise whenever an option is in the money. You put money in your pocket immediately, as long as you immediately sell th...
by Norbert Schlenker
Fri Jan 31, 2014 11:30 am
Forum: Investing - Help with Personal Investments
Topic: Dual citizen earning income in Canada, living in US HELP
Replies: 9
Views: 932

Re: Dual citizen earning income in Canada, living in US HELP

I've thought again about why the accountant has recommended the RRSP contribution, and I'm going to revise my answer because I can guess at the explanation that would be given if asked. The accountant is likely suggesting forgoing the use of a foreign tax credit in favour of the foreign earned incom...
by Norbert Schlenker
Fri Jan 31, 2014 3:47 am
Forum: Investing - Help with Personal Investments
Topic: Dual citizen earning income in Canada, living in US HELP
Replies: 9
Views: 932

Re: Dual citizen earning income in Canada, living in US HELP

My husband now works in Canada and I work in the US, our primary residence is the US... don't reside in Canada ... don't have a Canadian address So your husband commutes to work in Canada, I take it. If that's not so, please clarify. We need a significant tax efficient investment in Canada to offse...
by Norbert Schlenker
Thu Jan 23, 2014 10:49 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

protagonist, sorry for missing out your (rather elliptical) entry. I'm on the road but should be able to add you in later today.
by Norbert Schlenker
Mon Jan 20, 2014 12:17 pm
Forum: Forum Issues and Administration
Topic: [Canada] FWF relaunch/rebrand
Replies: 0
Views: 841

[Canada] FWF relaunch/rebrand

A heads-up that the Canadian sister site FWF was relaunched yesterday evening. Once common, webrings (the W in FWF) have become as quaint and outmoded as buggy whips, so it was time to retire the term. FWF now stands for Financial Wisdom Forum . We will continue to be the ad-free conflict-free site ...
by Norbert Schlenker
Fri Jan 17, 2014 2:52 am
Forum: Personal Finance (Not Investing)
Topic: Canadian RRSP
Replies: 37
Views: 4922

Re: Canadian RRSP

This drip-by-drip approach to getting the data isn't useful in analyzing the situation, nor is a comprehensive public data dump wise from a privacy point of view. In the end, your wife will have to make this decision on her own. Canada wants, at a minimum, 15% of her RRSP. That's the trade for the t...
by Norbert Schlenker
Fri Jan 17, 2014 1:51 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

The wording is admittedly ambiguous. My intention was to give all participants options (note the plural) to dispose of any of their four positions at any time. Since everyone has four positions, everyone has four options. Exercising one option doesn't commit or bar you from exercising the others lat...
by Norbert Schlenker
Fri Jan 17, 2014 12:26 am
Forum: Personal Finance (Not Investing)
Topic: Canadian RRSP
Replies: 37
Views: 4922

Re: Canadian RRSP

Is that the size of the RRSP or her income? (Or both???)
by Norbert Schlenker
Fri Jan 17, 2014 12:24 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

Done @ 26.83. I see three other participants are also short, so we'll see how that works out for all of you.
by Norbert Schlenker
Thu Jan 16, 2014 12:29 pm
Forum: Personal Finance (Not Investing)
Topic: Canadian RRSP
Replies: 37
Views: 4922

Re: Canadian RRSP

She has been in the US for about ten years but has not formally declared non resident of CAD. It's unnecessary to file an NR73 and in some cases filing can create a problem. The tax treaty will take care of you. I'll need to check if she has diligently filed those other forms you mention. It's the ...
by Norbert Schlenker
Fri Jan 10, 2014 1:03 pm
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

It could be worse. Take pity on poor paper200, where the unanticipated success of a drug trial (in what is almost certainly a one drug pipeline entity) eight days into the year has probably condemned the portfolio to last place for the entire year. And if the trial had bust, s/he'd be in first immed...
by Norbert Schlenker
Thu Jan 09, 2014 4:15 am
Forum: Investing - Theory, News & General
Topic: Bogleheads 2014 Hedge fund contest
Replies: 160
Views: 18241

Re: Bogleheads 2014 Hedge fund contest

System is up and running. The standings will be updated automatically every day around 6:30 pm Eastern; the page will be at http://libra-investments.com/hf/bh.html. dmcmahon wins the fund name contest with "Quantitative Teasing" so gets a bonus of 1% on all the positions in that fund. The ...

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