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Robert Lewis

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  • 4 Closed End Funds Trading at Deep Discounts [View article]
    AWP and ADX are very different. ADX primarily owns large cap domestic stocks with very low ternover. AWP owns a portfolio of international securities in many countries traded on many exchanges. The nature of the investments require higher turnover.
    Mar 13 07:43 PM | 4 Likes Like |Link to Comment
  • Adams Express: Worth Owning Long-Term [View article]
    Basically, ADX and PEO carry substantial discounts because of neglect. They offer no sex appeal. They are just good solid investments and will never substantially outperform the market.
    Feb 28 10:01 AM | 3 Likes Like |Link to Comment
  • American Israeli Corporation: Interesting Yet Disturbing [View article]
    I thank you for your comments and wish to respond and define "disturbing". This is not an ordinary investment company, which to keep Subchapter M status with the IRS must pay out most of its income. AMPAL keeps its money. it is disturbing in the sense that although it represents real value - you can never know when it will be actualized for the investors.
    It si interesting that an Israeli company owns the pipeline from which Egyptian gas is distributed
    Apr 12 04:42 PM | 3 Likes Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I did read the article and it seems more like a vendetta.
    Mar 14 10:12 PM | 2 Likes Like |Link to Comment
  • Petroleum & Resources CEF: Buy Energy Producers Like Exxon And Chevron At A 14% Discount [View article]
    I agree fully with your description of ADX as an S & P closet clone. They are both solid investments,
    Feb 28 08:24 AM | 2 Likes Like |Link to Comment
  • Adams Express: Worth Owning Long-Term [View article]
    They buy and hold large cap stocks. How impressive can performance ever be. It is a safe conservative place to park money for a lifetime.
    Feb 27 12:47 PM | 2 Likes Like |Link to Comment
  • Tortoise North American Energy For Income And Possible Growth [View article]
    You can own both in one portfolio for different purposes. If you read my articles you will see why I also like PEO. TYN is just a different breed of animal.
    Feb 14 11:12 AM | 2 Likes Like |Link to Comment
  • Global Income Fund's Undeserved Discount [View article]
    That is not correct. Most of the CEFs are selling at substantial discounts. As an aside I read the management interview in Barron's and was favorably impressed. If you have owned GIFD since 2008 then, you yourself, have seen its steady continuous rise. I understand your arguments and they are well made. It just runs against my own investment management strategy which is searching for bargains and waiting for them to be recognized. CEF discounts and premiums do fluctuate and corporate change does happen when least expected.
    Mar 24 11:44 AM | 2 Likes Like |Link to Comment
  • Global Income Fund's Undeserved Discount [View article]
    I apologize. Its holdings of closed end funds are mostly traded on the NYSE and are detailed in its annual report. These are recognizable CEFs primarily seeking income.
    Mar 22 10:18 AM | 2 Likes Like |Link to Comment
  • 4 Closed End Funds Trading at Deep Discounts [View article]
    The securities they own have lower yields
    Mar 12 07:55 PM | 2 Likes Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    It is important to bear in mind that they have been taking care of other peoples' money for a very long time. Their primary goal is preservation with possible appreciation. I think they are doing their job properly. This fund will never be a super star but it will always continue to do what it does.
    Apr 16 02:51 PM | 1 Like Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    That is correct. It is designed to keep your money safe.
    Mar 30 09:50 PM | 1 Like Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I agree fully. They will keep your money safe while giving you exposure to a sector which is difficult to understand or purchase.
    Mar 29 08:47 AM | 1 Like Like |Link to Comment
  • RENN Global: A Cheap, Interesting And Speculative CEF [View article]
    This is not an investment. This is a speculative bet. The tax losses are worth more than the assets. maybe now they will have some success. It is a bet, a gamble.
    Mar 15 11:27 AM | 1 Like Like |Link to Comment
  • Swiss Helvetia Offers Swiss Blue Chips At A 13% Discount [View article]
    I hear you load and clear. You are completely correct. Maybe try a little of all.
    Mar 14 05:43 PM | 1 Like Like |Link to Comment
COMMENTS STATS
259 Comments
56 Likes