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Camelot Portfolios, LLC

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  • Unveiling The Value Of Vale [View article]
    $2 billion is big to be sure, but they have cash flow/operating earnings to cover. Would mean about $1 in lower BV/S.
    Aug 30 12:29 PM | 1 Like Like |Link to Comment
  • Unveiling The Value Of Vale [View article]
    I think you're right, we don't know where iron ore will go. That is why we avoid trying to predict that with any precision. We assume it can go down a lot. If it can, and the price of VALE still seems fair, we probably still begin to accumulate.
    Aug 30 11:49 AM | Likes Like |Link to Comment
  • Unveiling The Value Of Vale [View article]
    About 20% of their revenue comes from Brazil.
    Aug 30 11:47 AM | Likes Like |Link to Comment
  • Smoking Opportunity In Universal Corporation [View article]

    Sounds like you and your husband have been good stewards. We like the stock at these prices, but also acknowledge that if a company becomes too big a portion of your account, that it may lead to trouble for you and your heirs.

    With capital gains rates set to change dramatically at year end, I would seriously consider checking in with a trusted advisor for advice. If you have none you would consider trusted, feel free to contact Camelot Portfolios in Maumee, Ohio and ask for me.

    Thanks and best wishes.
    Aug 9 10:33 AM | Likes Like |Link to Comment
  • Government Properties Income Trust Is Not Cheap Enough [View article]
    Hi Bleach!

    Depends on what your looking for. The company is liquid so going out of business is not really a concern right now. So if you want yield and a little safety. I think that could be had around 20 or below.

    If you want to buy truly depressed stocks, I think this could see a yield grow to nearly 10% so I'd look for an entry around 17 based upon recent dividends.

    Hope that helps.

    Aug 9 10:21 AM | Likes Like |Link to Comment