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RS_Gray

RS_Gray
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  • Yields Of 10%+: Market Insanity Leads To Huge Opportunity [View article]
    ...why sell TWO now that property value are improving?
    Jun 5 09:20 AM | Likes Like |Link to Comment
  • 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.
    Jun 4 04:08 PM | Likes Like |Link to Comment
  • 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.
    Jun 4 11:09 AM | Likes Like |Link to Comment
  • Can Annaly Capital Management's 12.2% Dividend Be Sustained? [View article]
    Jonk,

    Could you define "TBA's and CPR" please...for a novice?

    Thanks in advance.
    May 24 10:42 AM | Likes Like |Link to Comment
  • 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.
    May 3 11:04 AM | Likes Like |Link to Comment
  • 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.
    Mar 2 06:33 AM | 1 Like Like |Link to Comment
  • 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.
    Feb 20 07:00 PM | 2 Likes Like |Link to Comment
  • 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.
    Dec 29 10:28 AM | 1 Like Like |Link to Comment
  • 3 Under-Appreciated GDP Facts [View article]
    ...most of the FHA "trouble" is related to loans written/bought in the
    05'-08' time frame.
    Dec 2 05:26 PM | 1 Like Like |Link to Comment
  • 3 Under-Appreciated GDP Facts [View article]
    I'm curious, how would you fix the student loan debacle? Is this a
    function of Govt participation or something else?

    Nov 30 07:59 AM | Likes Like |Link to Comment
  • 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.
    Nov 15 08:23 AM | Likes Like |Link to Comment
  • Time For Investors To Take Back Our Streets. Here's How [View article]
    Excellent stuff. It would be interesting and informative to see
    a comparative avg volume summary for the dates indicated
    as well.
    Aug 18 06:47 AM | 2 Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: Retiring Without A Million-Dollar Nest Egg - Part III [View article]
    ...MLP's got a little jiggy last month..ie, uncharacteristically volatile.
    It happens. Using your strategy, you can get dinged on occasion.
    Jul 27 08:45 AM | Likes Like |Link to Comment
  • 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.
    Jul 3 05:16 PM | Likes Like |Link to Comment
  • 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.
    Jul 1 10:03 AM | Likes Like |Link to Comment
COMMENTS STATS
84 Comments
66 Likes