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The 10 Most Recent Messages By TMFBreakerRick

Take me back to where I was.
  • Date: 1/18/17 9:27 AM
  • Number: 11
  • Recommendations: 0
What do I do with the extra shares of FB and VEEV that I own?

This happens a lot, especially from existing subscribers to one or both of David Gardner's newsletter services. There are two schools of thought if you want to mirror
(Continued...)
  • Date: 1/18/17 8:49 AM
  • Number: 10
  • Recommendations: 1
tj, thanks for writing. I can't speak for MDP and I also can't speak for Jim (who may not see this post in a Phoenix 2-related board since he's the lead advisor of Phoenix 1), but I can certainly give it a shot as lead advisor for
(Continued...)
  • Date: 1/18/17 8:16 AM
  • Number: 9
  • Recommendations: 0
Robert Brokamp is our resident "Rule Your Retirement" guru, so I will obviously defer to him on retirement-related matters, but I can tell you about my situation as lead advisor of Phoenix 2.

I've been maximizing my annual
(Continued...)
  • Date: 1/10/17 9:31 AM
  • Number: 2
  • Recommendations: 0
This is an exciting time to be checking out Phoenix 2. Welcome aboard! I am Rick Munarriz, lead advisor for the service -- but one of five seasoned investors that shape the portfolio.

If you have any questions or comments about the flight
(Continued...)
  • Date: 10/27/16 6:43 PM
  • Number: 68
  • Recommendations: 2
I'll be the first to agree with you all that the corporate structure isn't as clear as it could be, and that it should have knocked PLNT a point in the Risk Ratings.

Even with it drawn out in SEC filings ...

(Continued...)
  • Date: 9/8/16 10:19 AM
  • Number: 2635
  • Recommendations: 0
It now reflects it as a sell. Thanks for the heads up.

Rick
  • Date: 8/5/16 4:39 PM
  • Number: 2591
  • Recommendations: 0
Thanks for the heads up. It has been updated and corrected.

Rick
  • Date: 8/2/16 6:21 PM
  • Number: 92
  • Recommendations: 7
The market isn't liking the report much. It was down 10% in initial after-hours trading, but now it's down just 5% with the conference call underway.

I haven't checked out the call, but in case why you're wondering why a
(Continued...)
  • Date: 7/11/16 3:16 PM
  • Number: 2561
  • Recommendations: 0
It was corrected today. I realize that we have just four more of these instances before hitting out cap at $750k, but I agree with you that it should be done simultaneously with the cash being added to the account.

Rick
  • Date: 7/9/16 12:01 AM
  • Number: 2555
  • Recommendations: 0
I have submitted the request to have that updated. Thank you for the heads up.

Rick
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Take me back to where I was.
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