Jeremy Hellman

Four Frontier Market ADRs with Strong Dividends

David -

On BLX, I'd also note that in a world of swiss-cheese balance sheets, these guys have had ZERO loans that have gone bad in the last 8 quarters or so. Imagine that, prudent balance sheet management from a bank. Given that point and the overall high liquidity ratio, the dividend certainly appears safe.

Preferred Dividend ETFs: Shelter from the Storm?

First, preferred shares do show up on the balance sheet...normally the first entry in shareholder's equity. But I digress...I was long PGF but the problem the preferreds all face right now is the ballooning corporate bond spreads. If you as an investor can 'trade up' the capital structure without giving up yield, then it sure makes sense to do so. Thus, preferreds are likely to see more selling right now.

Largest Bond ETF Now Trading At a Massive Discount

could it have anything to do with the Lehman sponsorship ?

Selling Short America and the Rest of the World

In aggregate, the amount of money in the hands of long-oriented investors outweighs the amount that is dedicated to the short side. So, the facts should win. If for every short seller in a stock like LEH,FNM, FRE et al there is a buyer then the shorts will not have any effect. At the end of the day, the simple fact is that the large long money - Fidelity, Buffett, American Funds, etc etc - aren't stepping in to scoop up these stocks, even at low single digit levels, because they know they are zeroes. It has nothing to do with the shorts.