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Akaralph  

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  • 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, 2014. 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, 2014. 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, 2014. 10:56 AM | 1 Like 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 05:28 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust- Q4'13 Results Show Risk And Reward [View article]
    Absolutely!!
    Feb 7, 2014. 01:48 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust- Q4'13 Results Show Risk And Reward [View article]
    Enjoyed the article Daniel.

    Two thoughts:

    1. If by "relative star" you mean "cream of the crap" you are correct.

    2. The .641 distribution did beat the subordinated threshold estimate of .58, but PER has exceeded the subordination threshold every quarter since inception.

    My average price paid for PER is in the high 15's, and if it ever gets back there I am out. Much prefer the perpetual trusts.
    Feb 7, 2014. 12:14 PM | 2 Likes Like |Link to Comment
  • Another Disappointing Jobs Report: Only 113K New Jobs, But The Unemployment Rate Slips To 6.6% [View article]
    I believe that "real" unemployment - when counting self-employed and those that have just given up remains well into the double digits. Press never mentions this one.
    Feb 7, 2014. 12:08 PM | 2 Likes Like |Link to Comment
  • Prospect Capital: A 12.30% Yield Now On Sale [View article]
    You missed the fact that NII still is not covering the dividend payout.
    Feb 4, 2014. 04:31 PM | 2 Likes Like |Link to Comment
  • Prospect Capital: A 12.30% Yield Now On Sale [View article]
    Out of PSEC until their NII covers the dividends. Will stick with TCPC and MCC for now.
    Feb 4, 2014. 03:18 PM | 2 Likes Like |Link to Comment
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