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  • Spice Up Your Retirement Portfolio With Convertibles CEFs [View article]
    Interesting article, but the conclusion to be drawn is to be out of stocks and CEF's during a bear market - period.
    Mar 2 08:59 AM | 3 Likes Like |Link to Comment
  • Prospect Capital: This High-Yield Investment Is The Best In BDC, Part One [View article]
    Unfortunately, PSEC is not the "Best in BDC's", or you would probably already own it.

    With BDC's you need to look for those whose NII covers the dividend. PSEC's does not.

    You might want to check articles by Factoids - he provides the most in-depth coverage of BDC's that you will find perhaps anywhere.
    Feb 28 10:53 AM | 1 Like Like |Link to Comment
  • MFA Is A Buy On High Asset Yield And Large Spread [View article]
    ... and you will be buying MFA when?
    Feb 27 08:31 AM | Likes Like |Link to Comment
  • Seadrill: Short-Term Troubles, Long-Term Growth [View article]
    Once again, another bearish article about SDRL. Probably one of the most well-run energy companies around.

    I have an idea - everybody sell your SDRL stock and put the proceeds into the mREIT sector; then you will really have something to worry about.
    Feb 26 09:14 AM | 10 Likes Like |Link to Comment
  • Top 3 Closed-End Funds With Yields Over 8% [View article]
    EDD is preferable and pays dividends in the currency of the currency in which they are invested.
    Feb 23 09:18 AM | Likes Like |Link to Comment
  • Top 3 Closed-End Funds With Yields Over 8% [View article]
    Both DFP and DSL would be good buys at higher discounts. A discount greater than 9.23% would be the point to start looking at DFP, and a discount greater than 7.43% likewise for DSL (almost there as of Friday).
    Feb 22 11:29 AM | 1 Like Like |Link to Comment
  • Top 3 Closed-End Funds With Yields Over 8% [View article]
    Both DFP and DSL are at discounts that are lower than their average discount for the past 52 weeks.

    JGT is advantageous from the standpoint that dividends are paid in the currencies of the countries in which they are invested - mostly emerging markets. EDD has a similar strategy and historically is a much better performer.

    Question - If these are all "screaming buys" why are you not buying them?
    Feb 21 02:51 PM | 4 Likes Like |Link to Comment
  • How To Win Bigger Than The Bakken [View article]
    Anyone else getting tired of reading article after article on penny stocks? Surprised some SA authors haven't gotten on the Bitcoin train.
    Feb 21 10:56 AM | Likes Like |Link to Comment
  • Seadrill's Path To Problems [View article]
    I too have become jaded with SA, to the point that I have ceased to write anymore. At one point I was their number two ranked author in Retirement - and I never recommended readers take any positions in any stock.

    SA has allowed more and more inexperienced writers to publish - including college students and high schoolers. Everybody is now an "investment expert" it seems.

    Too many authors seem to be purposely writing controversial articles in order to generate page views. Articles about mREITs are the prime example, as are those about AAPL and SDRL.

    This author clearly does not have enough knowledge about SDRL to have articles published - period.
    Feb 19 01:17 PM | 10 Likes Like |Link to Comment
  • Seadrill's Path To Problems [View article]
    This guy is just another so-called "SDRL expert" who seems to have a very limited knowledge of the company, and in particular Jon Fredriksen who is one of the few executives that actually cares about shareholders.

    I have owned SDRL since the low $20's and will be adding on future drops (if any).

    It is worth noting the news release of yesterday regarding another 1.4 billion in contracts for SDRL.
    Feb 19 10:02 AM | 14 Likes Like |Link to Comment
  • Seadrill Appears Able To Sustain Its Dividend As Long As Industry Weakness Is Short Term [View article]
    SDRL is, and will continue to be one of my largest holdings. My average price is in the low to mid - $20's.

    Any real decline is an opportunity to add.
    Feb 18 10:26 AM | 4 Likes Like |Link to Comment
  • Seadrill: Beware The Unsustainable Dividend [View article]
    Kind of ridiculous how virtually anyone (with or without investing knowledge) can get published on SA, and actually impact the performance of a stock.

    You can find this stuff on the Yahoo message boards.

    One of the reasons that I have stopped writing.
    Feb 12 11:44 AM | 6 Likes Like |Link to Comment
  • Sam Zell Thinks Most REITs Aren't Relevant, Except His Of Course [View article]
    I believe that Trump has had far more failures than Zell. And I can't remember Zell's real estate companies going bankrupt like the Donald's did.
    Feb 11 03:44 PM | 4 Likes Like |Link to Comment
  • SandRidge Permian Trust- Q4'13 Results Show Risk And Reward [View article]
    At termination, unitholders will receive what is "left over", probably a dollar or two a share.
    Feb 8 09:05 AM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust- Q4'13 Results Show Risk And Reward [View article]
    Sorry to disagree but PER is a wasting asset at best. Once the required wells are drilled and four quarters pass, the distribution will be solely dependent upon the price of crude. At that point the underlying price is going to begin a decline; eventually approaching zero.

    Trust me, you want to be out of PER no later than four quarters after the final well is completed.
    Feb 7 05:28 PM | 1 Like Like |Link to Comment