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lickety split » Comments » COSWF.PK

  • 7 Stocks for a High Yield Cash Flow Portfolio [View article]
    oops ticker is npf-un.to on yahoo finance, not npf.to y'all - they also have some low liquidity bonds with 7 to 7.5% yield trading at nice discounts to issue price y'all, with effectve yeilds of 13%+ y'all debt is trading like its distressed and i don't get it y'all

    my position for purpose of full disclosure
    long the units hand over fist y'all and also long the series a and series b bonds y'all
    Jun 24 22:53 pm |Rating: 0 0 |Link to Comment
  • 7 Stocks for a High Yield Cash Flow Portfolio [View article]
    check dis one out y'all - npf.to on yahoo finance, or newport partners income fund...yielding 19.28 % with a payout ratio of about 85% (yes that means they are generating free cash flow materially in excess of their distributions y'all which they are using to pay back debt and buy back units y'all... they are a buffet style conclomerate with a portfoglio of about 17 VERY HIGH QUALITY Canadian businesses their biggest positions are oil service companies and natural gas service companies and with ramp in natural gas these companies will be minting even more FFO y'all AND ALSO Y'ALL dividend tax coming into play at end of 2010 which gives u 2.5 years to ride this gravy train y'all and for all those fellow canucks out there (that means 'Canadians' to u yankees y'all) when corporate tax kicks in you'l get a full credit against your personal income taxes for an corporate tax paid y'all AND IF YOU GO to their website newport partners income fund you will see a yearly investor conference at the toronto stock exchange in which they make their case y'all for $6+ NAV and with units trading at 3.37 todays close y'all this is truly IMHO one underappreciated misunderstood and underfollowed opportunity y'all AND DID I MENTION INSIDERS HAVE HUGE HOLDINGS AND HAVE ALSO BEEN BIG BUYERS HAND OVER FIST Y'ALL?????
    Jun 24 22:42 pm |Rating: 0 0 |Link to Comment
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