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Akaralph

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  • How To Value REITs With Questionable Alignment [View article]
    GLAD and GAIN are BDC's not REITs.
    Dec 21 01:42 PM | 3 Likes Like |Link to Comment
  • KCAP Financial: 12% Yielder Still Has Upside [View article]
    Not going to argue with you, but anytime a company (or BDC) pays out more than they are earning one is looking at the possibility of a dividend cut in the future.

    I think there are better BDC opportunities out there right now than KCAP.
    Dec 21 12:19 PM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: MLP Field Narrowing [View article]
    Be patient. XTEX was just upgraded.
    Dec 21 11:08 AM | Likes Like |Link to Comment
  • KCAP Financial: 12% Yielder Still Has Upside [View article]
    They imply that KCAP is not earning enough to cover their dividend, and that the stock is selling at 13% more than it is presently worth.
    Dec 21 10:59 AM | 4 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: MLP Field Narrowing [View article]
    Read it again! $.167
    Dec 21 10:40 AM | 2 Likes Like |Link to Comment
  • Ecopetrol: The Other Dividend-Paying Latin American Energy Play [View article]
    Here's a link to a 2011 article:

    http://seekingalpha.co...
    Dec 20 03:47 PM | 1 Like Like |Link to Comment
  • KCAP Financial: 12% Yielder Still Has Upside [View article]
    KCAP's Div/EPS ratio is about 110% and the Price/NAV ratio is about 1.13.
    Dec 20 12:07 PM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Portfolio Reallocation Candidates [View article]
    SD is not selling any of the PER acreage.
    Dec 20 08:36 AM | 1 Like Like |Link to Comment
  • Protected Principal Retirement Strategy: Eagle Energy Trust Update [View article]
    Followed it for quite a while. Saw negative news but honestly do not remember what it was. Don't know if it is a good buy at these lower levels.
    Dec 19 09:10 AM | Likes Like |Link to Comment
  • Another Day, Another Transaction Showing Petrobakken's Significant Undervaluation [View article]
    This situation is tough to follow (understand). Interested in Devon's response to this comment.

    I have previously owned PBKEF and escaped with a decent profit. Have read a lot about how well-positioned they are etc. etc., but from March 2012 to May 2012 the stock nose-dived then has repeated the process since early September. Not exactly a characteristic of a solid company.
    Dec 18 01:25 PM | Likes Like |Link to Comment
  • Eagle Energy Trust Dividend Sustainability Outlook For 2013 [View article]
    I believe at this point one has to trust? their 2013 guidance. The stock has recently bottomed at $6.93 (U.S. $) and this morning the ask is $7.80.
    Dec 18 11:44 AM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Portfolio Reallocation Candidates [View article]
    A while back I mentioned WSR to Brad Thomas and he wrote a good article on them a week or so later. I enjoy his articles.
    Dec 17 03:26 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Portfolio Reallocation Candidates [View article]
    I didn't refer to their business as "speculative". I mentioned that WSR was probably the most speculative of the REITs I covered in the article.
    Dec 17 01:06 PM | 1 Like Like |Link to Comment
  • Ex-Dividend Treasures And Traps: mREITs, Tobacco, And Utilities [View article]
    Just a word of caution - mREITs are probably the most risky of all asset classes now. They are decreasing dividends, their spreads are narrowing, and the sector is beginning to mimic 2008.

    By the way, both CYS and HTS have recently reduced their dividends.
    Dec 17 09:44 AM | 2 Likes Like |Link to Comment
  • Beware Of White Elephant Royalty Trusts [View article]
    Hi Bernie:

    I think that recent selling in the U.S. RT's is perhaps overdone. I look at PER as one of the best (relatively speaking) since their distributions have met/exceeded target levels each quarter since its inception.

    With this in mind I still look at PER as an intermediate term investment unless commodity prices take off, in which case the price should get back into the mid-$20's.
    Dec 17 08:24 AM | Likes Like |Link to Comment
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