CEF Weekly Review: H&Q Health Care Investors [View article]
Erratum:
Highest Focus Stock for the Week:
"The yield is 7.7%. Its discount is 6.1% for an average discount of 5.9% for the 52 week period. There was a slew of selling on Wednesday (284,200) and Thursday and Friday (129,500 and 179,000, respectively). Average is 38.6%".
This should have removed.
It was the "Lowest Spread and Focus Stock for the Week:"
CEF Weekly Review: H&Q Health Care Investors [View article]
pound puppy
Since ROC is a "return on your capital" is doesn't make any sense for your IRA--for both Roth or normal IRA. You must deducted the return of capital you've receive from your holdings basis (share price less return of capital) to calculate gains.
However, in real estate the value of the depreciations (upon the net value) may not extinguished your values at time of your holdings. The value of income properties may typical goes up.
The distributions is usual above net earnings and value may be cash flow beyond the net income.
For example, the net holding of your properties was $1,000,000 on your net assets 10 years ago. So, you be depreciating it for 25 years and the 10 years that you have been holding was $600,000 on your books (20 years).
However, the $1,000,000 has been appreciation for 10 years and in reality it is worth $1,250,000. The depreciation deduction would be a great as the property value and the cash flow is net income plus more that the depreciation.
I have scrolled the new current weekly and the week of 10/28/12 (where I haven't been participating on SeekingAlpha.)
The returns are for 11 Weekly reports. There has been 7 weeks where the returns are predictive. The weeks were negative for -0.2% and predictive for +0.9%--a net benefit of 1.1%.
Returns were somewhat predictive of potential positive return--with a twist.
The negative spreads (PrcNAVSprd) is a calculation between the current “PremDisc” against the historical one (the week I'm using is one week) in comparing the positive or negative spreads between the two.
The positive PrcNAVSprd is an indication that the share price has gone up with the NAV in comparison with the two week average. This may be a negative surprise.
The negative PrcNAVSprd has gone down as share prices to NAV. This may be a positive surprise. Stocks prices have gone-up as negative sentiment as oppose to positive sentiment from the top 10 percent.
The difference is that stocks price momentum may be improving and the stock price is anticipating that the NAV may move-up. Or dividend can increase shareholders attention. Also, unreasonable NAV can cloud the picture.
We feel we have a reasonable hand on the coming and going of the CEFs—but mistaken are made.
EMF has a yield of 2.2% and it has gotten beaten up by EMB over the year. The stock gain for EMF has beaten the EMB for nearly 3 months. EMB has USD emerging market bonds and EMF has equity.
You might want to get a share of EMB into EMF. The shares are 87% equity.
The PCEF was a reasonable investment when I make it a couple of times. While its a nice yield, I'm going to scale out of it now as rates are going up and reducing my position to a sub-nominal rate.
Please be careful because interest rates are rising when the fed cap comes off.
CEF Weekly Review: ING Emerging Markets High Dividend [View article]
Jannari11,
The reports for the weekly comments are usually a 2,500 to 3,500 users apiece.
The reports comments on recent weekly CEFs transaction regarding position, premium and PrcNAVSprd. The high and low regarding the CEFs are weekly offered.
If you don't like the report, please don't use it.
CEF Weekly Review: 'Junk' Bonds Debacle For CEF [View article]
There may be a panic of REITs and well as junk bonds. The issues is that inflations is also a function of rental income and it is not a of junk bonds.
The impact of junk bonds to NAV is the lower of negative PrcNAVSprds to REITs. That is the reason I've focused on HiYldBndFnds.
Joe Eqcome
CEF Weekly Review: Aberdeen Indonesia Fund [View article]
If you would elaborate on "worst advice ever", then we can have an argument about what you see going on in the debt markets.
It seems to me the bond markets are have a yield increase over the week: 2.01% on 10 Yrs versus 1.949%; 3.92% on 30 year mortgages vs 3.76%.
It just seems to me that your "worst advice" is not presence with the facts.
Please give me more.
Joe Eqcome
S&P 500 Risk Matrix Indicator: What Is The Real Equity Risk? [View article]
http://bit.ly/waHMp7--
S&P 500 Risk Matrix Indicator: What Is The Real Equity Risk? [View article]
Base on 2013 earnings it is for the S&P Index 1711.
Joe Eqcome
CEF Weekly Review: BlackRock MuniAssets Fund [View article]
Maybe in was the Auction-rate cumulative preferred share which was limited to default debt and the muni terms and other issues that was to replace it.
What's your guess?
Joe Eqcome
CEF Weekly Review: H&Q Health Care Investors [View article]
Highest Focus Stock for the Week:
"The yield is 7.7%. Its discount is 6.1% for an average discount of 5.9% for the 52 week period. There was a slew of selling on Wednesday (284,200) and Thursday and Friday (129,500 and 179,000, respectively). Average is 38.6%".
This should have removed.
It was the "Lowest Spread and Focus Stock for the Week:"
Sorry.
Joe
CEF Weekly Review: H&Q Health Care Investors [View article]
Since ROC is a "return on your capital" is doesn't make any sense for your IRA--for both Roth or normal IRA. You must deducted the return of capital you've receive from your holdings basis (share price less return of capital) to calculate gains.
However, in real estate the value of the depreciations (upon the net value) may not extinguished your values at time of your holdings. The value of income properties may typical goes up.
The distributions is usual above net earnings and value may be cash flow beyond the net income.
For example, the net holding of your properties was $1,000,000 on your net assets 10 years ago. So, you be depreciating it for 25 years and the 10 years that you have been holding was $600,000 on your books (20 years).
However, the $1,000,000 has been appreciation for 10 years and in reality it is worth $1,250,000. The depreciation deduction would be a great as the property value and the cash flow is net income plus more that the depreciation.
Joe Eqcome
CEF Weekly Review: Equity On Top [View article]
I have scrolled the new current weekly and the week of 10/28/12 (where I haven't been participating on SeekingAlpha.)
The returns are for 11 Weekly reports. There has been 7 weeks where the returns are predictive. The weeks were negative for -0.2% and predictive for +0.9%--a net benefit of 1.1%.
Returns were somewhat predictive of potential positive return--with a twist.
I'll be reporting it in the upcoming reports.
Joe Eqcome
CEF Weekly Review: Equity On Top [View article]
The negative spreads (PrcNAVSprd) is a calculation between the current “PremDisc” against the historical one (the week I'm using is one week) in comparing the positive or negative spreads between the two.
The positive PrcNAVSprd is an indication that the share price has gone up with the NAV in comparison with the two week average. This may be a negative surprise.
The negative PrcNAVSprd has gone down as share prices to NAV. This may be a positive surprise. Stocks prices have gone-up as negative sentiment as oppose to positive sentiment from the top 10 percent.
The difference is that stocks price momentum may be improving and the stock price is anticipating that the NAV may move-up. Or dividend can increase shareholders attention. Also, unreasonable NAV can cloud the picture.
We feel we have a reasonable hand on the coming and going of the CEFs—but mistaken are made.
CEF Weekly Review: Templeton Emerging Markets [View article]
EMF has a yield of 2.2% and it has gotten beaten up by EMB over the year. The stock gain for EMF has beaten the EMB for nearly 3 months. EMB has USD emerging market bonds and EMF has equity.
You might want to get a share of EMB into EMF. The shares are 87% equity.
CEF Weekly Review: Templeton Emerging Markets [View article]
The PCEF was a reasonable investment when I make it a couple of times. While its a nice yield, I'm going to scale out of it now as rates are going up and reducing my position to a sub-nominal rate.
Please be careful because interest rates are rising when the fed cap comes off.
CEF Weekly Review: Templeton Emerging Markets [View article]
I didn't buy it because of 14.2% and It seemed to be that REITs have had there share of success.
CEF Weekly Review: ING Emerging Markets High Dividend [View article]
The reports for the weekly comments are usually a 2,500 to 3,500 users apiece.
The reports comments on recent weekly CEFs transaction regarding position, premium and PrcNAVSprd. The high and low regarding the CEFs are weekly offered.
If you don't like the report, please don't use it.
We have others who find it of value.
Joe Eqcome
CEF Weekly Review: New Germany Fund [View article]
The new website is coming in December/January.
Let me know if your going to be a Beta site?
Joe Eqcome
CEF Weekly Review: Cohen & Steers Quality Income Realty [View article]
The Kayne Anderson price was NAV $26.44 for November 16, on XKYNX (http://yhoo.it/S60UYR).
The pricing fell from -1.4% and the NAV fell to -7.2% for a 5.8% updated.
I was using the text that was generated. Your prices may have seen higher as a % changes.
Joe