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Akaralph  

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  • Och-Ziff Management: Come For The Assets, Stay For The Yield [View article]
    And when will you be taking a position?
    Sep 26, 2014. 06:34 PM | 2 Likes Like |Link to Comment
  • The 5-Year Real Estate Short [View article]
    Only time will tell if housing is indeed going to roll over once again.

    satan bites.
    Sep 26, 2014. 03:18 PM | 1 Like Like |Link to Comment
  • Seadrill: What Would Lord Palmerston Do? [View article]
    Is anyone else getting sick of all the SDRL articles? They all say about the same, with a little different spin.

    But, on the plus side it is good for PV's.
    Sep 24, 2014. 09:44 AM | 6 Likes Like |Link to Comment
  • This Transaction Might Stop The Fall In Seadrill [View article]
    According to Fredriksen, the dividend is safe into 2016, not just the coming 12 months.

    Looking at the pre-market, it doesn't appear his purchase is having any effect.

    This will give us a chance to add to SDRL holdings.
    Sep 24, 2014. 08:53 AM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy Twin Butte Energy [View article]
    Jack-

    Try Schwab, Scottrade, Vanguard and Ameritrade.
    Sep 23, 2014. 03:58 PM | 2 Likes Like |Link to Comment
  • Now Is The Time To Buy Twin Butte Energy [View article]
    Jack -

    This looks good - let us know when you buy some.
    Sep 23, 2014. 02:56 PM | 1 Like Like |Link to Comment
  • You Can Live Without This Biotech CEF [View article]
    Analemma-

    If it is so good, then why do you not own IBB?
    Sep 23, 2014. 02:22 PM | 1 Like Like |Link to Comment
  • Seadrill Partners Distributable Cash Flow Growth Is Bound To Slow [View article]
    SDLP does not pay a dividend. Like other MLP's it pays a distribution. DCF coverage for the MRQ was 1.09X, bringing the TTM coverage to 0.91X.

    Over the past 4 quarters DCF has grown from $15.9 M to $51.9 M.

    As SDRL has a backlog of over $19 B, I would expect drop downs to continue until some point in 2016, at minimum, after which there could be a levelling off.

    Virtually all MLP's issue equity to finance future transactions - this is nothing new.
    Sep 22, 2014. 04:00 PM | 3 Likes Like |Link to Comment
  • How To Put Your Cash To Work, In This Market Or Any Market [View article]
    Informative article; however if you go back to the bear market of Oct. 2007 through March 2009 you will note that all of these alternatives got clobbered.

    During this bear market the following increased in value: AGG, TLO and TLT.
    Sep 22, 2014. 12:44 PM | 1 Like Like |Link to Comment
  • Fifth Street Floating Rate: The Pullback In This 10% Yielder Has Created A Book Value Bargain [View article]
    One problem with FSFR could be that their earnings do not cover the $.30 dividend.
    Sep 19, 2014. 01:02 PM | 2 Likes Like |Link to Comment
  • Seadrill: Lessons From The Frontline [View article]
    Interesting article - similar to many, many others on SA though. SDRL is a great topic for PV's.

    While I like SDLP also, SDRL's almost $20 billion backlog is nothing to blow off.

    Readers have to understand that Conrad and Gue while providing solid information, also like to sell subscriptions. Buyer beware.
    Sep 18, 2014. 12:35 PM | 16 Likes Like |Link to Comment
  • In The Next Correction, Will You Be A Winner Or A Loser? [View article]
    In a decline the likes of what we endured from 10/07 - 3/09 all stocks will decline significantly.

    It is worth noting that during this period, the following all were up:

    AGG +8.2%
    TLT +17.7%
    TLO +14.0%

    All are good places to park some cash during a severe correction.
    Sep 17, 2014. 08:36 AM | 2 Likes Like |Link to Comment
  • Medley Capital: An Attractive Hedge For BDC Portfolios [View article]
    Got That Swing-

    Wouldn't give RH credit for being a "titan".

    With MCC at 12.36 and the shorts having to pay one, or two quarters of .37 dividends (Dec/Feb) a 5 - 10% drop is not going to equate to much of a profit.

    Having owned MCC in the past (on the sidelines for a few months) and noting how each quarter's NII sufficiently covers the dividend, I will hope this hatchet job drops the price back to a good entry point.
    Sep 16, 2014. 01:12 PM | 7 Likes Like |Link to Comment
  • Oryx Petroleum: An Outsized And Compelling Risk/Reward Proposition [View article]
    Michael -

    This article from CNBC's site today would seem to imply that ISIS is getting oil out of Kurdistan.

    http://cnb.cx/1qASFXe
    Sep 14, 2014. 02:41 PM | Likes Like |Link to Comment
  • Oryx Petroleum: An Outsized And Compelling Risk/Reward Proposition [View article]
    Michael-

    Stability in Iraq is relative. What is stable today can be very unstable tomorrow.

    I guess the point is - why take this type of risk at all? There are much better E&P's as close as Canada; and many are paying dividends.
    Sep 13, 2014. 12:22 PM | Likes Like |Link to Comment
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