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Harry L

Harry L
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  • Assessing Prospect Capital's Results For Fiscal Q1 2015 [View article]
    Thanx for the excellent article. When the spinoffs occur and measurably priced, it could affect the way PSEC declares their dividends. I assume it is possible that spinoff shares will be offered to PSEC shareholders, thus reducing PSEC share values. They claim the spinoffs will be "unlocking" share value, so without being able to put a value on the spinoff assets it would seem difficult to declare dividends too far into the future.
    Nov 11, 2014. 12:13 PM | 4 Likes Like |Link to Comment
  • Why There May Be Cause For Concern Over Seadrill's Dividend [View article]
    Anybody on this board know of any analysis of the impact of all the new oil and gas sources, particularly those in Canada and the USA (oil sands, horizontal drilling, fracking, etc., will have on future needs for more risky drilling operations such as the rigs provided by SDRL. Things are happening fast. In a couple of years the US is predicted be a net exporter. I am cautiously long on SDRL but only for the short haul.
    Sep 8, 2014. 05:31 PM | Likes Like |Link to Comment
  • The Irony Of Bank Of America's Hustle Case [View article]
    DRGrier....since the case was already decided I would think other law suits based on similar hustling techniques would already been filed. The lawyers don't usually waste time when there is a new precedent.

    I do agree....put the blood sucking lawyers back in the box and end this chapter in BAC's takeover of Countrywide.
    Sep 1, 2014. 01:40 PM | Likes Like |Link to Comment
  • Why Investors Shouldn't Be Discouraged By InvenSense's Weak Earnings Forecast [View article]
    Amen....Enjoy the ride
    Aug 8, 2014. 02:38 PM | Likes Like |Link to Comment
  • Why Investors Shouldn't Be Discouraged By InvenSense's Weak Earnings Forecast [View article]
    How can u say they have a technological advantage over other larger manufacturers like Bosch who are already incorporated into SAmsung and/or Apple. I am long INVN but not naive. They have serious competition in the wearable's market. In fact some of the rumors regarding their use in APPL IPhone may already be incorporated to some degree in their price.
    Aug 8, 2014. 02:37 PM | Likes Like |Link to Comment
  • Cheniere - A Bright Future For The Company, But What About The Stock? [View article]
    At a minimum, LNG will have a huge lead on the rest of the field with good margin until competition catches up.

    Does anyone know whether or not FERC will be able to limit exports?
    Jul 30, 2014. 01:32 PM | Likes Like |Link to Comment
  • Cheniere - A Bright Future For The Company, But What About The Stock? [View article]
    Try GWPH. They are already making MJ based drugs to fight seizures and are not pie in the sky
    Jul 30, 2014. 01:28 PM | 1 Like Like |Link to Comment
  • Annaly Capital: Looking Ahead To Q2 Earnings And A Potential Dividend Increase [View article]
    Long NL....still a good play. Been moving into BDC's.
    Jul 6, 2014. 05:48 PM | Likes Like |Link to Comment
  • Investors Continue To Flock To Armour [View article]
    ARR management has dismal pre ARR past. They were late in the mREIT game, enticed with monthly dividend carrot, and have continued to disappoint. No comparison with management of others like AGNC and NLY
    Jun 25, 2014. 03:35 PM | Likes Like |Link to Comment
  • Prospect Capital Can't Catch A Break [View article]
    Long PSEC and understand the risk in high yielding BDC's. What bothers me is managements lack of insight into a company that is going bankrupt barely 2 years after making the loan. Sounds like they missed something.
    Jun 16, 2014. 01:56 PM | Likes Like |Link to Comment
  • 21 Best Mid Cap Investing Ideas For 2014 [View article]
    PSEC getting into it with the SEC over the way they declare some of their holdings, which may (if they lose) cause a restatement of earnings. As usual in these instances the news box fills up with Law Firm lining up to feast on the bones.

    Got out of most before the drop, but will wait until the noise dies down before re-building.
    Jun 9, 2014. 11:30 AM | 1 Like Like |Link to Comment
  • Annaly Capital Management: Do You Feel Lucky? [View article]
    Don't blame you on PSEC caution in their battle with SEC. It appears NLY NAV has bottomed and despite competition should have stable dividend.
    May 27, 2014. 09:44 AM | 1 Like Like |Link to Comment
  • Fed To Raise Rates In 9 Months [View article]
    Knee jerk and quick exits are more likely even if very gradual rise which is probable. When the 10yr yields shot up in Q4/2014, there was a significant and fast impact on interest rate sensitive issues and quality did not matter. In fact, higher rated issues like Financial preferreds (JPM, AFLAC, etc) with low yields (5 to 5.5%) quickly lost 20%, while lower rated companies with high yields fared much better, but were not immune.

    It seemed that the large institutional money, anticipated the momentum change and dumped, followed by the frightened little guys. As much as I like the security of my bonds, this time I plan to beat the rush and take profits.
    May 18, 2014. 10:45 AM | Likes Like |Link to Comment
  • Is Our Bank Of America Stock Price Headed Back To Single Digits? [View article]
    Why am I not worried about BAC? One day soon, the litigation, which is the focus of the negative bias, will be behind them. Long BAC and WFC.
    Apr 17, 2014. 12:55 PM | 1 Like Like |Link to Comment
  • Bank Of America: 5% Yield And Approximately 25% Upside Potential [View article]
    Agreed Edward. When the government gives BAC the go-ahead, they will most likely pay a dividend on their common, bringing in stock appreciation (without preferred ceiling)
    Mar 14, 2014. 01:12 PM | Likes Like |Link to Comment