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Convergence Investments

 
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  • Ready For The Holiday Shopping Season - In Closed-End Funds?
    Thu, Nov. 13 12 Comments

    Summary

    • Tax-loss selling appears to be a major force in the closed-end fund marketplace.
    • However, selling pressure has historically been strongest in early-to-mid November.
    • Long-side investors should begin readying their shopping lists of fund bargains that have been excessively battered in the tax-loss season sell-off.
  • Look Out Below! PIMCO Closed End Funds Suffer From Bill Gross Departure
    Sat, Sep. 27 JNS, PCI, PCK 17 Comments

    Summary

    • Nearly all of PIMCO's 19 closed end bond funds took a beating today in the wake of Bill Gross' departure.
    • Despite today's sell-off, these CEFs remain at lofty premium pricing levels, far out of line with peer funds.
    • PIMCO CEF longs should strongly consider their reasons for holding any PIMCO funds.
  • 7 MLP Closed End Funds On Clearance Sale
    Wed, Sep. 24 CBA, CEM, CTR 28 Comments

    Summary

    • Closed end funds focusing on the MLP sub-sector are currently trading at extreme discounts to net asset value and represent a very attractive buying opportunity.
    • The recent declines in price have coincided with announcement of the Kinder Morgan reorganization, which has been generally seen as a positive factor for the MLP sector.
    • Particularly attractive opportunities exist within seven MLP closed end funds.
  • Short TVIX: The Ultimate VIX Contango Trade
    Editors' Pick • Jun. 19, 2012 TVIX 58 Comments
  • 10 High-Dividend ETFs
    Jan. 18, 2012 NLR, PBP, PCEF 1 Comment
  • Weekly Volatility Outlook: Seeking Profits From The Short Side
    Jan. 15, 2012 TVIX, VXX, VIIX 1 Comment
  • Stay Short Volatility ETFs Amid Steepening Contango
    Jan. 9, 2012 VXX, VXZ, XIV 6 Comments
  • Shorting VXX: New Year, Old Trade
    Jan. 5, 2012 VXX 24 Comments
  • ETF Momentum Shifting Into Global Equities, Bear Funds
    Sep. 27, 2011 EFA, IWF, SHV 1 Comment
  • 3 Commodity ETFs Priced Against Each Other
    Sep. 26, 2011 SLV, GLD, GDXJ 1 Comment
  • Skidding Down The Wall Of Worry: VIX Futures Move To Backwardation
    Sep. 21, 2011 VXX, VIXY, VIIX Comment!
  • Foreign Currency Investors Rush For The Exits: ETF Fund Flows For The Week Ending 9/16
    Sep. 20, 2011 FLAT, UCO, SPXL 3 Comments
  • Top ETF Fund Flows For The Past Week
    Sep. 14, 2011 SHY, VWO, IYR Comment!
  • 10 ETFs in Hyper-Growth
    Jun. 20, 2011 SPLV, IWL, UST 2 Comments
  • 10 Disappearing ETFs
    Jun. 20, 2011 CU, PMR, JJT Comment!
  • Risk On: Funds Flow Into Speculative ETFs
    Jun. 19, 2011 VXX, SDS, TBT 6 Comments
  • 30 Days Later: The VXX Short
    Jun. 7, 2011 VXX 15 Comments
  • iPath S&P 500 VIX Short-Term Futures ETN: Swimming Against the Currents
    May. 5, 2011 VXX 24 Comments
  • Stock Picking Can Be Child's Play
    Jan. 6, 2011 PG, XOM, DIS 13 Comments
  • Will QE2 Make a Triple Play?
    Nov. 16, 2010 GLD, SLV, XHB 11 Comments
  • Winners (and a Few Losers) from RIM's Recent Quarter
    Apr. 5, 2009 BBRY, MRVL, QCOM 2 Comments
  • The Hidden Cost in Inverse ETFs
    Jan. 26, 2009 SKF, DUG, SZK 6 Comments
  • Housing Price Corrections in the Bay Area
    Dec. 7, 2008 15 Comments
  • Synaptics Has the Right Touch
    Oct. 24, 2008 SYNA Comment!
  • The Truth in Advertising: $700B Means $700B (and Maybe More)
    Sep. 25, 2008 5 Comments
  • The Case for Not Drilling ANWR
    May. 25, 2008 USO 36 Comments