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Henry Nyce  

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  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits [View article]
    arthur_bishop1972,
    It is difficult to predict the impact of the oil price on KKR's bottom line. I certainly would not short KKR. On the other hand, I am not buying any more at the current price until I have a better grip on what KKR is experiencing now that the price of oil is around $48.00. Price movements will occur when investors get a handle on the situation.
    Cheers
    Henry
    Jan 25, 2015. 03:18 PM | Likes Like |Link to Comment
  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits [View article]
    BDHPlayer,
    You have a point. Perhaps the other companies in the portfolio will do better as a consequence of lower oil prices. There is the problem of some of the smaller E & P companies going bankrupt if the oil price stays down too long.
    Cheers
    Henry
    Jan 25, 2015. 03:12 PM | Likes Like |Link to Comment
  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits [View article]
    Capt. Spaulding
    I believe in the long run for KKR as well.
    Thanks for your comments and taking the time to read the article.
    Regards,
    Henry
    Jan 25, 2015. 03:09 PM | 2 Likes Like |Link to Comment
  • Earnings Make The Adrenaline Flow [View article]
    George,
    I rarely comment on articles. But I really do enjoy reading your articles. Just wanted to pass along a complement. Keep on writing.
    Cheers,
    Henry
    Jan 24, 2015. 10:06 AM | 4 Likes Like |Link to Comment
  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits [View article]
    Sarte,
    I agree with you. KKR has been well-managed and has great diversification. I like the partnership, but I am concerned about its exposure to the oil patch.
    Regards
    Henry
    Jan 23, 2015. 04:54 PM | 1 Like Like |Link to Comment
  • Rethinking KKR & Co. - Exposure To The Oil Patch Lowers Short-Term Profits [View article]
    nicholas davout,
    I am looking for KKR to report last quarter and to make some comments on its exposure to oil and gas.
    I agree with you that oil and gas can not stay as low as it is for a long time, I am pretty sure that within 2 years that oil and gas will be going up. However, 1 year at current prices can be a long time for oil and gas producers that are overextended. KKR is definitely exposed to some of these producers... it is just hard to determine the amount of the exposure KKR has to them as well as the time frame when oil and gas start going up again. This article was just meant to be cautionary.
    Thanks for your thoughtful remarks.
    Regards
    Henry
    Jan 23, 2015. 04:52 PM | 1 Like Like |Link to Comment
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1 [View article]
    User 18510422,
    For the small investor, it is easier to purchase shares of the preferred at $25.00 per share or less than it is for one to purchase $3000 -$5000 worth of bonds. The stock is also more easily traded or more liquid than the bond.
    Regards
    Henry
    Jan 10, 2015. 01:35 PM | Likes Like |Link to Comment
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1 [View article]
    Ooi,
    There are similar structured securities:
    PPX
    RFT
    CTV
    AFGE
    TCRX
    TANO
    These are a few that i am aware of.
    You can look at these and see if they are worthy of your investment.
    Cheers
    Henry
    Jan 8, 2015. 08:13 AM | Likes Like |Link to Comment
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1 [View article]
    rl1856,
    Your comments are correct... and PYS would be a good income holding in a tax preference account.
    Cheers
    Henry
    Jan 7, 2015. 05:41 PM | Likes Like |Link to Comment
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1 [View article]
    ricksteph,
    The company is obligated to make the interest payments as long as it is an ongoing company outside of bankruptcy.
    Regards
    Henry
    Jan 7, 2015. 05:40 PM | Likes Like |Link to Comment
  • 7 Per Cent Dividend Return On This Preferred Issue: ML Depositor PPLUS Trust 6.30% R.R. Donnelley Certificates RRD-1 [View article]
    Defensive Value
    The dividend is treated as interest and does not get the lower rate for tax purposes.
    Cheers
    Henry
    Jan 7, 2015. 05:39 PM | Likes Like |Link to Comment
  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio [View article]
    Tollsforthee
    Good lesson for us to learn.
    Merry Christmas
    Henry
    Dec 23, 2014. 08:08 AM | Likes Like |Link to Comment
  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio [View article]
    allday1234
    Merry Christmas and Happy New Year to you as well.
    Cheers
    Henry
    Dec 23, 2014. 08:07 AM | 1 Like Like |Link to Comment
  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio [View article]
    Dutchtender
    What index do you advise using?
    How do you propose to invest in that index?
    Regards
    Henry
    Dec 22, 2014. 08:18 AM | Likes Like |Link to Comment
  • Conclusion To 1-Year Test: $10K CD Wins Vs. $10K Portfolio [View article]
    allday1234
    You seem to be working a plan that fits your personality and agenda. Having reasonable goals and checking one's portfolio out consistently to meet those goals is a reasonable way to invest.
    I am with you on the matter of dividends. I want all of my investments to be paying me for the use of my money.
    Cheers
    Henry
    Dec 22, 2014. 08:15 AM | 1 Like Like |Link to Comment
COMMENTS STATS
1,004 Comments
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