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TheBaronInvesting

TheBaronInvesting
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  • Did Herbalife Repurchase Shares While In Possession Of Material Non-Public Information? [View article]
    If I was them I would have released the information, made a mis-step or two during the interview question period, then bought the drop like crazy.

    The only material informatiion they would have had would have been available to everyone... Ie: That they were being investigated and their books are absolutely fine.

    If anything the fact they didn't do this might indicate they are not as confident in their business as they say... Then again buying shares before a dip might be the best indication of all that they are confident of their model.
    Feb 20, 2013. 06:01 PM | Likes Like |Link to Comment
  • Understanding American Capital's 4Q2012 Earnings Announcement [View article]
    I always enjoy your articles, but this one really addresses most of the concerns I had. I bought and sold ACAS for a slight gain after reading some articles that pointed out some issues... But you systematically addressed them all. Very excellent article, I think I might need to jump back in and realize a larger gain.

    I'm anxious to get into ACAS as it makes the move to a dividend paying BDC... If it gets valued properly for it's investments, it's BDC portfolio, and it's incredible asset management (AGNC and MTGE are fantastic for the asset manager... And the investors) it'll get rewarded valuation-wise for the long-term. ACAS has been doing good work since the financial crisis.

    The lowering leverage worries me, since I believe BDC's should be utilizing leverage to a great degree... But when you flirt with bankruptcy because of creditors, I can see why they are de-leveraging so agressively. Do you think they are aiming to operate with no leverage, and just use the cash they generate? Or are they just lowering it to a better level, and then keep it at that level going forward?
    Feb 20, 2013. 02:40 PM | 1 Like Like |Link to Comment
  • 9.6% Yielding BreitBurn Energy Secure After Secondary Offering [View article]
    Very interesting article and reply, good to know.
    Feb 18, 2013. 10:07 PM | Likes Like |Link to Comment
  • Amerco: Move And Store Your Cash In This Stock [View article]
    Wow, I'm in Canada (so that might be why) but I didn't even realize U-Haul was a public company... FIrst article I've seen on it, now my interest is most definitely peaked. Looks like a great company (and I can see a 4% rise so far today indicates others think so too... Others that aren't stuck at work).

    Good article.
    Feb 15, 2013. 02:43 PM | Likes Like |Link to Comment
  • CenturyLink: How A 7% Yielder Hit Into A Triple Play [View article]
    Very interesting, the yield is enourmous now. Share buy-backs should help allieviate the declining earnings (so long as they are not too bad).

    Definitely interesting, like the dividend yield on the current price.
    Feb 15, 2013. 02:40 PM | 1 Like Like |Link to Comment
  • Capital Product Partners Provides Persistent Payments [View article]
    Thanks for the insight, didn't know about this one
    Feb 13, 2013. 05:48 PM | 1 Like Like |Link to Comment
  • AGCO Corp. Significantly Undervalued At 9.5X Earnings With Major Growth Prospects [View article]
    Definitely seems like a strong value play, since there are only 3 major players, would it make sense to purchase one (or both) of it's competitors to get the growth with good valutation along with it?
    Feb 7, 2013. 11:22 AM | Likes Like |Link to Comment
  • Best Bond Investment Strategy: 'Just Say No!' [View article]
    I really have misgivings about putting anything in bonds, but all the literature has been pushing me to do so. Not that some cushion wouldn't have been nice during the last couple market pull-backs, I'm just not sure if it's worth it to lock in such terrible rates...

    My question for you is how do you feel about using covered calls, preferred and convertible share funds, instead of bonds, in order to produce more reliable income (at the expense of total return). Do those types of funds offer a better trade off than pure-bond funds over the long and medium terms?
    Feb 4, 2013. 04:33 PM | 2 Likes Like |Link to Comment
  • Buy Atlantic Power For A 10% Yield, Paid Monthly [View article]
    Good points, I like AT, but decided to change my strategy a while ago. Now that it's on sale though its very tempting to jump back in.
    Feb 2, 2013. 12:08 PM | 4 Likes Like |Link to Comment
  • Dividend Champions For February 2013 [View article]
    Thanks for the resource, very helpful!
    Feb 2, 2013. 12:06 PM | Likes Like |Link to Comment
  • Timber REITs Crush 2012 Estimates And Look To Do The Same In 2013 [View article]
    Good insight into a strong diversifying investment. I'm starting to consider TImber REIT's, I've heard they can be a strong asset class that deserves allocation seperately from typical REITs.
    Jan 30, 2013. 02:34 PM | 1 Like Like |Link to Comment
  • MLPs And The Hidden Benefit [View article]
    Dividend Reinvestment Plan - Most brokerages offer the service for free, where dividends are reinvested. Brokerage plan will purchase however many whole shares, then the rest is distributed in cash.

    If you invest directly with the company, some offer you a deal (up to 5% off the regular share price) and some offer percentages, so you effectively re-invest 100% of dividends.
    Jan 29, 2013. 02:51 PM | Likes Like |Link to Comment
  • Mastech Holdings: A Unique Value Plus Growth Proposition [View article]
    Very interesting, mostly commenting so I can do some due diligence later, looks like a solid name in IT.
    Jan 29, 2013. 02:42 PM | Likes Like |Link to Comment
  • Our Intrepid Outlook For 2013 And 3 Stocks Ahead Of The Curve [View article]
    Great insights, mostly commenting to read more on this after work. Really good work, I think a sub's in order.
    Jan 29, 2013. 02:38 PM | Likes Like |Link to Comment
  • Attempting To Mimic The Yale Endowment Portfolio Using ETFs [View article]
    Fascinating, though I don't know about the absolute return funds, some due diligence for me. I don't know enough about them. Interesting article and good comments on this one.
    Jan 29, 2013. 02:35 PM | 1 Like Like |Link to Comment
COMMENTS STATS
225 Comments
254 Likes