Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
I tend to agree with you but BDC's, mREIT's and particularly CEF's aren't the type of investment you want to load up on in an uncertain climate.
mReit spreads are actually improving while at the same time, portfolio values are declining. Regarding BDC's...a lot of BDC's are government chartered SBIC's and have certain borrowing advantages. Still, given the fact that banks are about to be "too liquid" it's a little confusing to me who's going to be interested in borrowing from a BDC at prime plus "eight" when banks are cycling back into the market. And, are far as CEF's are concerned, I'm not convinced that most CEF investors understand what return of capital means.
Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
...I like Ralph's summary. While the premise here seems attractive, it's not without risk. I'd look at any of the considered ...back in the 05'-06' time frame. Check the dividend distribution as well.
American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
I haven't done it yet but now might be a great time to look at the historical record for...the last time mREIT's had to deal with an anticipated drop in portfolio values....say the 2003-4 time line.
The discussion recently has been focused on spreads when the real risk....appears to be valuation. Or...am I missing something? Long term, these have been solid investments. Short term or in the near to visible future, I don't know how an mREIT can avoid valuation swings.
Incomes Fall $505.5 Billion, Expenses Rise - Can You Say Stagflation? [View article]
Evan37...you've got a portfolio, right? Working too...as in employed? That creative destruction note in your reply can be a little tough to control. If, for example, we weren't supporting the financial sector with very expansive fed policies, ...or putting an additional trillion or so in spending out there...where do you think we'd be...or, better, where would you be?
The reality of current Fed/fiscal policy options available to our current sitting Congress and Executive branches just aren't very attractive. I'm guessing here but...most investors should recognize that fact.
HP's Identity Crisis: Calling Dr. Deming [View article]
The issue for virtually anyone left in the hardware side of this industry is margins: they've evaporated. IBM's still around and still generating interesting numbers mostly propped up by service contribution. Even here...at some point, IT departments will move back in house or ask why services are so expensive.
It's the product life cycle thing...writ large. HP's a dispirited shell of it's former self.
Pres. Obama says he'll ask Harry Reid to put a "basic package" on the floor for an "up-or-down vote," should Congress fail to reach a deal. Congressional leaders suggest an afternoon meeting with Obama went well, but Wall Street isn't convinced the fiscal cliff will be avoided. Equity futures have added to their losses following the close. [View news story]
...wow. I'd suggest you wander around the CBO web site, pooch. Follow that up with a virtual tour of the Tax Policy Center.
France Telecom: An Opportunity To Buy This 10% Dividend Yielder At 52-Week Lows [View article]
...knock off 30%+/- - taxes - for any French stock held/owned in an individual account. Historically, that withholding tends to bring effective dividend rates back down to "normal" or easy to duplicate levels.
The Yields On These Closed-End Funds Are Highly Misleading [View article]
.. you shouldn't. The problem is lot's of CEF's with managed distribution policies...tend to lose NAV too. If the fund in question went out at $20 bucks, has a 8-10% managed distribution policy and has a net asset value of...$14...after X number of years....then you calculate your received distributions in order to see whether or not that particular fund is run by a French Poodle. It's that simple.
The Yields On These Closed-End Funds Are Highly Misleading [View article]
...it's a "managed distribution". Remember, these funds went to market at $20 bucks. If you're getting a sizable portion of that so called distribution back as ROC...rather than capital gains or dividend distributions...then maybe there's a good explantion for the low NAV.
Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
mReit spreads are actually improving while at the same time, portfolio
values are declining. Regarding BDC's...a lot of BDC's are government chartered SBIC's and have certain borrowing advantages. Still, given the fact that banks are about to be "too liquid" it's a little confusing to me who's going to be interested in borrowing from a BDC at prime plus "eight" when banks are cycling back into the market. And, are far as CEF's are concerned, I'm not convinced that most CEF investors understand what return of capital means.
Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
not without risk. I'd look at any of the considered ...back in the 05'-06'
time frame. Check the dividend distribution as well.
Can Annaly Capital Management's 12.2% Dividend Be Sustained? [View article]
Could you define "TBA's and CPR" please...for a novice?
Thanks in advance.
American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
historical record for...the last time mREIT's had to deal with an anticipated drop in portfolio values....say the 2003-4 time line.
The discussion recently has been focused on spreads when the
real risk....appears to be valuation. Or...am I missing something?
Long term, these have been solid investments. Short term or in
the near to visible future, I don't know how an mREIT can avoid
valuation swings.
Incomes Fall $505.5 Billion, Expenses Rise - Can You Say Stagflation? [View article]
That creative destruction note in your reply can be a little tough to
control. If, for example, we weren't supporting the financial sector
with very expansive fed policies, ...or putting an additional trillion
or so in spending out there...where do you think we'd be...or, better,
where would you be?
The reality of current Fed/fiscal policy options available to our
current sitting Congress and Executive branches just aren't very
attractive. I'm guessing here but...most investors should recognize
that fact.
HP's Identity Crisis: Calling Dr. Deming [View article]
is margins: they've evaporated. IBM's still around and still generating
interesting numbers mostly propped up by service contribution. Even
here...at some point, IT departments will move back in house or
ask why services are so expensive.
It's the product life cycle thing...writ large. HP's a dispirited shell of
it's former self.
Pres. Obama says he'll ask Harry Reid to put a "basic package" on the floor for an "up-or-down vote," should Congress fail to reach a deal. Congressional leaders suggest an afternoon meeting with Obama went well, but Wall Street isn't convinced the fiscal cliff will be avoided. Equity futures have added to their losses following the close. [View news story]
3 Under-Appreciated GDP Facts [View article]
05'-08' time frame.
3 Under-Appreciated GDP Facts [View article]
function of Govt participation or something else?
France Telecom: An Opportunity To Buy This 10% Dividend Yielder At 52-Week Lows [View article]
an individual account. Historically, that withholding tends to
bring effective dividend rates back down to "normal" or
easy to duplicate levels.
Time For Investors To Take Back Our Streets. Here's How [View article]
a comparative avg volume summary for the dates indicated
as well.
Protected Principal Retirement Strategy: Retiring Without A Million-Dollar Nest Egg - Part III [View article]
It happens. Using your strategy, you can get dinged on occasion.
The Yields On These Closed-End Funds Are Highly Misleading [View article]
distribution policies...tend to lose NAV too. If the fund in question
went out at $20 bucks, has a 8-10% managed distribution policy
and has a net asset value of...$14...after X number of years....then
you calculate your received distributions in order to see whether
or not that particular fund is run by a French Poodle. It's that
simple.
The Yields On These Closed-End Funds Are Highly Misleading [View article]