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srapisardi

srapisardi
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  • Do You Trust The Fed? [View article]
    Brad you have lost most of your credibility in your last few posts which are filled with political rhetoric. Every opportunity to bash a democratic pol or blame financial problems on a democrat. You come across simply as a republican party apologist, not an unbiased analyst. And the desciples junp in on the comments.
    Jul 16 08:48 AM | 3 Likes Like |Link to Comment
  • Hercules Technology Vs. MCG Capital [View article]
    Have you ever covered MVC Capital? They have some very attractive senior debt, good NAV and track record.
    Mar 15 01:31 PM | Likes Like |Link to Comment
  • Yield Is The Play Here [View article]
    Bret,
    Thanks for another good article. We are hearing a lot about the death of retail. Is ARCP adjusting for the loss of income from retailers that will soon be closing or ratcheting down and closing store fronts?
    Mar 14 09:21 AM | 1 Like Like |Link to Comment
  • An 8.7% Yield And Shareholder Protection For Your Retirement Portfolio [View article]
    Can you tell us something more about the business and financial strength of this company?
    Feb 26 11:54 AM | Likes Like |Link to Comment
  • Which Do You Prefer? [View article]
    Thanks for your response,

    If after the company pays 90% of income it and does not have funds or decides not to pay the preferred interest, it still is obligated to meet the obligation if the preferred is cumulative.
    The cumulative feature remains a positive.
    In the end we choose companies we feel are strong and are not at risk of deferring the preferred payments. So a cumulative obligation may be a plus but a decision to buy is far outweighed by the strength of the company.
    Jan 22 01:18 PM | Likes Like |Link to Comment
  • Which Do You Prefer? [View article]
    "As a REIT, the company must continue paying the dividend on the common stock-thereby negating the positive of the preferreds being cumulative"
    Can you give a more detailed explanation for this contention.
    Jan 22 09:17 AM | Likes Like |Link to Comment
  • Insiders Are Buying Banc Of California [View article]
    Easy enough to check. According to the August Form 4 filings of the three insiders they purchased 7,500 shares on the open market between $14.44 and $14.81. On the average somewhat higher than this weeks closing price. I am long the 7.5% senior note trading at about a $0.50 premium. It's looking better now that I know insiders are on board buying rather than simply exercising options at a discount,
    Aug 17 06:34 PM | 1 Like Like |Link to Comment
  • I Would Be Cautious With JMP Group [View article]
    Thanks for the in depth research. I know a lot more about my investment now.
    Jul 16 03:19 PM | Likes Like |Link to Comment
  • I Would Be Cautious With JMP Group [View article]
    I own JMP's recently issued 8% senior debt (JMPB) which is trading at par presently. I don't feel threatened by lack of growth as long as default is unlikely. Would you worry about that.
    Jul 16 02:25 PM | Likes Like |Link to Comment
  • Imperial Capital lifts its target price on Magnum Hunter Resources (MHR) to $4 from $3 following Q1 results that beat expectations. With the sale of its Eagle Ford operations, MHR's focus is on the development of its Appalachian and Williston basin operations, the firm says; MHR remains committed to the divestiture of $100M-$200M in non-core assets. MHR is now current with all SEC filings, the firm adds. [View news story]
    Brilliant!! On the day the issue is trading at $4 they raise the target from $3. What do I do now sell? Of course I would have been out of it long ago if I took the $3 target seriously.
    Jul 10 01:25 PM | Likes Like |Link to Comment
  • 5 Commodity Stocks Moving On News [View article]
    Where have you seen these announcements about sales, bank loans and the redemption of the preferred?
    May 8 12:47 PM | Likes Like |Link to Comment
  • New 7.50% Preferred Stock, Get In While You Can [View article]
    Looking at EPS
    May 3 09:29 AM | Likes Like |Link to Comment
  • New 7.50% Preferred Stock, Get In While You Can [View article]
    NRF has posted substantial losses for 10 consecutive quarters but has been raising it div on the common at the same time. CYS has posted smaller losses and only for the last two quarters while substantially lowering the common div at the same time. How are we supposed to make sense of all this? Are they both high risk for the preferred.
    May 3 09:17 AM | Likes Like |Link to Comment
  • 23 BDCs - The Good, The Bad And The Maybe? Part 19: Full Circle Capital [View article]
    BDC BUZZ

    What is your take on Wells Fargo's downgrade of the whole sector?
    Specifically Including PSEC and TCRD?
    Mar 26 12:17 PM | Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    Are the Arr preferred issues a safe investment?
    The B shares are a better choice as they are yielding 7.9% at a discounted (24.80) share price while the A shares are yielding 8% at a premium (25.66).
    Mar 15 09:50 AM | Likes Like |Link to Comment
COMMENTS STATS
22 Comments
10 Likes