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Roger Newman

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  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    Thanks so much for your kind words Bob. It's easy to push normal dividend stocks as there really isn't much effort required in "discovering" them. I have long thought that finding "out of the box" opportunities will pay off in the long run.
    Sep 8 12:02 PM | 3 Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    Very true, modern computing has allowed much of the inefficiency to be "arb'd" out. As these securities are not based on NAV, I am pretty comfortable owning them. The only realistic risk that I can see is your risk to call depending on the premium paid. That being said, I am a big fan of purchasing CEF's at the low end of their historical premium/discount range.
    Sep 8 12:00 PM | 3 Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    Thanks for the heads-up on Source Capital. The yield is about 7% at current prices but you have over 20% call risk. Compare that to say, the TYG preferred which has a 6% yield (monthly payouts!) and a call risk of only 4.3%. In coming up with this article I was also looking to find plays that limit downside. Personally, I would not take the 20% call risk for the extra 1% yield.
    Sep 8 11:31 AM | 2 Likes Like |Link to Comment
  • A Unique Class Of Preferreds: The Perfect Income Security? [View article]
    Your comment about Auction Rate Preferreds is a good one. The advantage here is that the fund MUST redeem if the ratio falls below 2:1 and their collateral is common stock which, of course, is VERY liquid. TYG, for example, recently had a coverage ratio of over 10:1!
    Sep 8 10:38 AM | 5 Likes Like |Link to Comment
  • Biotech Clinical Trials Update [View article]
    My pleasure. I try to publish this once a week.
    Sep 7 02:50 PM | Likes Like |Link to Comment
  • Biotech Clinical Trials Update [View article]
    That's a great question that I have already posed to investor relations at the company!
    Sep 7 01:27 PM | Likes Like |Link to Comment
  • MAKO Surgical's Proven Model Signals Profits Ahead [View article]
    I think that this is a stock worth watching as the revenue will ramp up allowing price appreciation. They are trying to get an indication approved for hip procedures which far outnumber knee procedures. This is a growth story not a value proposition. In order to think this is a good buy you need to buy into the growth story.
    Aug 29 04:00 PM | Likes Like |Link to Comment
  • MAKO Surgical's Proven Model Signals Profits Ahead [View article]
    Price of a stock is irrelevant. You can have a $10 billion company with a $1 stock and a $10 million company with a $1 stock. All that matters is market cap...
    Aug 20 08:22 AM | Likes Like |Link to Comment
  • George Soros Is Decreasing His Stake in These Top Stocks [View article]
    Is it at all possible that this has something to do with the fact that he will be returning all outside money to his investors?
    Aug 19 12:31 PM | 1 Like Like |Link to Comment
  • MAKO Surgical's Proven Model Signals Profits Ahead [View article]
    I took a cursory glance at Titan. I could be wrong but it seems to me as they do not have any products currently being marketed. This is a significant difference from MAKO which sells FDA approved products every quarter.
    Aug 18 11:51 AM | Likes Like |Link to Comment
  • MAKO Surgical's Proven Model Signals Profits Ahead [View article]
    That may be true but the MAKO procedure lowers procedure costs and recovery costs/time. I think this could be a plus especially in light of the number of total knee replacements performed each year.
    Aug 17 04:38 PM | 1 Like Like |Link to Comment
  • SodaStream Fizzling Out, Time to Buy [View article]
    By the way, something cannot be very unique. If it is unique then it is one of a kind. Something cannot be "very" one of a kind. I have also written about SODA. The issue is whether people really want to make their own soda. Citing a $500 billion market is somewhat misleading as there is a great deal of brand loyalty under the Pepsi and Coca-Cola umbrellas. SODA's attainable market size in the US very much remains to be seen.
    Aug 17 10:04 AM | 2 Likes Like |Link to Comment
  • Echo Therapeutics: The Next 10-Bagger [View article]
    What?!?!?
    Aug 16 03:29 PM | Likes Like |Link to Comment
  • Echo Therapeutics: The Next 10-Bagger [View article]
    Have they submitted for approval yet and if so, when, if not, when do they plan to submit?
    Aug 16 11:44 AM | Likes Like |Link to Comment
  • Rebutting 'The Short Case for Zalicus' [View article]
    My bad, I was referring to Martin Shkreli who is the short.
    Jul 7 02:00 PM | Likes Like |Link to Comment
COMMENTS STATS
194 Comments
139 Likes