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Non-Tech : Kirk's Market Thoughts

COHR 170.45

-2.6%

3:59 PM EST

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Kirk ©

To: Kirk © who wrote (3771)	2/19/2016 10:18:12 AM
From: Chip McVickar	1 Recommendation Read Replies (1) of 26783

Kirk - We chatted briefly some months ago about owning utilities... I noted my thoughts that the utility index would be a good purchase going into the future... that they would out perform --- turns out I was right... that sector has done well We also chatted about Bill Gross and his move to a new fund -- JUCTX Well... that whole sector of unconstrained bonds has been dismal From where he took over Janus's JUCTX... today he is negative about 2.6% From where he left Pimco's PUBAX in Sept 2015... that fund did better then him for about 8-9 months However--- today it sits well below his negative return with a 6% loss since Bill's exit So... he has at least been out performing his old fund under new management in these quick sand waters for bonds Chip

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