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Jeffrey Gall  

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  • Annaly Capital May Cut Dividends Going Forward [View article]
    I think a 0.25 divy for next qtr is a given. Always based on core earnings since I've owned it
    May 17, 2015. 08:28 AM | 4 Likes Like |Link to Comment
  • Eagle Rock Energy misses on revenue [View news story]
    1.7x divy coverage sounds good to me. Sold off midstream ops at good time. Looking forward to accretive acquisition in 2015
    Feb 25, 2015. 07:53 PM | Likes Like |Link to Comment
  • Has Eagle Rock Energy Partners Become The Best Upstream MLP Value Play? [View article]
    Hi Tim, they are getting almost 2 cents from this. Then they need to Make 5 cents per share of dcf to cover. I like their prospects going forward
    Jan 29, 2015. 07:52 AM | Likes Like |Link to Comment
  • Mortgage REITs: Let's See What's Behind Door #1! [View article]
    I have an issue with your comment that "While these options won't necessarily protect you in a rising rate environment either" as it relates to PSEC.

    Read PSEC's latest earnings call. They have upside to rising rates - as interest rates rise so will their earnings because they are floating rate loans.
    Aug 29, 2013. 05:11 PM | 3 Likes Like |Link to Comment
  • Why It's Time To Sell Baytex Energy And Consider These 3 Alternatives [View article]
    aretailguy -- The FFO per share isn't the metric you should look at. It's how much you are willing to pay for a buck and 4 cents of FFO per share. BTE trades at 10x FFO per share. The other guys mentioned here trade between 3 and 4x. BTE is a lot more expensive for a little more FFO.
    Apr 20, 2013. 10:23 PM | Likes Like |Link to Comment
  • 3 Business Development Companies: The Good, The Bad, And The Maybe? Part 1 [View article]
    Jan 24, 2013. 12:38 AM | 1 Like Like |Link to Comment
  • Armour Residential: Strong Dividends Set To Continue [View article]
    This is a fluff article. Where's the analysis?
    Jan 21, 2013. 08:27 PM | 1 Like Like |Link to Comment
  • Time For A BDC Swap: One Stock To Sell And Another To Buy [View article]
    you're right. It should read 102 cents on the dollar. Apologies for the typo
    Jan 7, 2013. 10:51 AM | 1 Like Like |Link to Comment
  • High Probability Of A Special Dividend Or Dividend Increase From Prospect Capital [View article]
    Don't mean to say I called it, but...
    Dec 7, 2012. 09:44 AM | 1 Like Like |Link to Comment
  • Annaly Capital - The Slippery Slope Continues [View article]
    Was there any worthwhile analysis in this article? No, not really.
    Nov 15, 2012. 10:39 AM | 6 Likes Like |Link to Comment
  • Are The Companies In Prospect Capital's Portfolio Healthy? [View article]
    you are right. Should be thousands USD. Thanks for letting me know
    Nov 12, 2012. 02:23 PM | 1 Like Like |Link to Comment
  • Why Gladstone Capital Is A Short Candidate [View article]
    Their PFDs are probably ok. Wouldnt touch the common though
    Sep 7, 2012. 10:33 AM | Likes Like |Link to Comment
  • Gladstone Capital: 3 Reasons To Buy This $8 Stock With A 10% Yield [View article]
    Does "solid financial results" mean a precipitous drop in NAV QoverQ? This company is a worst in class BDC that has done nothing but erode NAV faster than it can pay out divies.

    How can you say they have solid portfolio companies? Chinese Yellow Pages? That's a good business model. They have 5 or 6 companies valued at 30-50 cents on the dollar that are currently generating income. You tout BAS broadcasing - their debt is valued at 30 cents on the dollar. This company won't be diversifying their portfolio for long when it goes on non-accrual.

    Do your homework before you pump garbage stocks such as GLAD. See here and here for reference:
    Sep 7, 2012. 12:17 AM | Likes Like |Link to Comment
  • Armour Residential REIT Will Maintain A Big Dividend Through 2014 [View article]
    How was this article well written? No comment on any of the metrics relevant to how REITs make money - net interest spreads, sensitivity to interest rates, book value, dividend covered (or not covered) by earnings, etc. Who looks at P/E when valuing REITs?!?
    Aug 20, 2012. 09:14 AM | 7 Likes Like |Link to Comment
  • Why I Would Avoid Gladstone Capital: Q1 2012 Earnings Breakdown [View article]
    I havent dug into their latest 10-Q yet, but will be posting when I do so. Stay tuned.

    Aug 15, 2012. 04:15 PM | Likes Like |Link to Comment