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Adjusted Return

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  • Adjusted Return
    Boardwalk Pipeline Partners, The MLP/Full Payout Model, And A Small Investing Experiment $BWP, $NMM, $DSX http://seekingalpha.com/p/1l3sd
    Feb 11, 2:20 PM
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      • Adjusted Return
        Recommended Jens Weidmann (Bundesbank) interview in Le Monde: http://seekingalpha.com/n/797x and http://bit.ly/L7LjBN
        5/28/12
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          • Adjusted Return
            I got back into Affymetrix (AFFX) @ $4.56 finally, also preparing for a buy at lower prices. Background here: http://seekingalpha.com/a/62ik
            11/21/11
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              • Adjusted Return
                Scorpio Tankers (STNG) sells off after Clarksons say its a buy. No news. Clumsy exit? Worth the risk at $5.24. Let's see.
                9/21/11
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                • Adjusted Return: Solid response to Scorpio's (STNG) Q3 results ($0.22 loss but steady progress) http://bit.ly/tTnF0R - Buy-backs also support the stock.
                  11/14/11
                • Adjusted Return: A 7 million share secondary drops STNG back to $5.35 - so that explains the bizarre action in Nov. Mmmh, dodgy.
                  12/1/11
                  • Adjusted Return
                    Norway state fund increases Ageas (AGESY.PK) stake to >5%. Ageas just at the start of a 8% buyback. Euro fin. exposure worth some risk tmrw.
                    9/5/11
                    Reply (1)
                    • Adjusted Return: Ageas (AGESY.PK) completes buyback, further restructures legacy items. http://bit.ly/y43PwK I also bet they call XS0362491291 at >95% 2013.
                      1/26/12
                      • Adjusted Return
                        Arrogant, pro-cyclical piece of the day: http://nyti.ms/p60MQH Featuring The Anxious Investors-The Plunging Markets-The Could-The Might
                        8/21/11
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                          • Adjusted Return
                            LSTA lev loan index at .89 from .95 in end June. Worth looking at KKR Financial (KFN) together with appropriate S&P put protection.
                            8/18/11
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