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Holmes_Osborne

 
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  • Milken Institute Panel: Activist Investors And The Search For Alpha
    Wed, Apr. 30 SPY, DIA, QQQ Comment!

    Summary

    • Activists add value for all share holders.
    • Management more receptive now than used to be.
    • Activist funds will grow in number over the next four years.
  • Milken Institute Panel: The Evolution Of Trading And Its Effect On Individual Investors
    Tue, Apr. 29 7 Comments

    Summary

    • Milken Institute panel on trading, Speed to Market: The Evolution of Trading.
    • The Individual investor has it better than ever.
    • There are still questions about high frequency trading.
  • Nuveen Junk Bonds Get A Big Boost
    Mon, Apr. 14 Comment!

    Summary

    • Nuveen has been bought out by TIAA-CREF.
    • Nuveen's junk bonds have risen in value.
    • Third Avenue Focused Credit is a major holder of Nuveen bonds.
  • Peninsula Hotels Stock: 50 Cent Dollar
    Tue, Apr. 8 HKSHF 15 Comments

    Summary

    • Hong Kong Shanghai Hotels stock trading at a discount of 50% to NAV.
    • Peninsula Hotels are rated #1 in the world.
    • Value legend Charles de Valux is a major holder.
  • NII Capital Junk Bonds Yielding Over 28%
    Tue, Feb. 18 NIHD 13 Comments
  • The Economies Of Oil And How To Profit
    Tue, Jan. 14 XOM, FCX, BP 20 Comments
  • A.M. Castle Bonds Not Worth The Risk
    Mon, Jan. 6 CAS 1 Comment
  • Harmony: Bad News Factored In Is Good News For Investors
    Dec. 20, 2013 HMY 6 Comments
  • Fairfax Financial Bonds Yielding 3.6%
    Dec. 4, 2013 FRFHF 3 Comments
  • Orkla: Norwegian Blue Chip At A Big Discount
    Nov. 17, 2013 ORKLY 12 Comments
  • Imperial Tobacco: Free Cash Flow Leader In Tobacco Space
    Nov. 13, 2013 MO, LO, RAI 3 Comments
  • Icahn Proposal A Success For Transocean Shareholders
    Nov. 12, 2013 RIG 6 Comments
  • Dissecting Pargesa: One Of The Great Value Stocks
    Oct. 11, 2013 GBLBY, PRGAF Comment!
  • Nuveen Has Very Little Exposure To Detroit Muni Meltdown
    Jun. 18, 2013 NEA, NIO, NBB Comment!
  • Value In Closed End Muni Funds
    Jun. 11, 2013 NIO, NEA 8 Comments
  • A Look At Third Avenue Funds' Quarterly Report
    Jun. 4, 2013 APA, DVN, ECA 7 Comments
  • Parker Drilling Value Proposition
    May. 15, 2013 BHI, BP, RIG 2 Comments
  • Jefferies' Bonds Provide Nice Yield For Little Risk
    May. 2, 2013 LUK 2 Comments
  • New Law In Missouri Could Help Utilities
    Mar. 26, 2013 AEE, GXP, DYN 6 Comments
  • Patriot Coal Bonds Show Potential In Bankruptcy
    Mar. 19, 2013 PCXCQ 11 Comments
  • Why To Vote 'Yes' On Icahn's Proposals For Transocean
    Mar. 7, 2013 RIG 42 Comments
  • Third Avenue Quarterly Newsletter: What Has It Been Buying?
    Mar. 6, 2013 INTC, NVDA, SNY 2 Comments
  • Hot Stocks Of 2004: Where Are They Now?
    Mar. 5, 2013 DKS, PNRA, JOSB 9 Comments
  • Five Risks Of MLP Investing
    Mar. 1, 2013 ACMP, BBEP 104 Comments
  • NII Holdings' Bonds Yielding Over 13%
    Feb. 28, 2013 NIHD 3 Comments