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papaone

papaone
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  • Healthcare ETF: XLV No. 1 Select Sector SPDR In Q1 2015 [View article]
    So, by waiting here is what likely would happen, an adverse ruling and I have avoided a large loss, a favorable ruling and I can purchase share and miss a small gain, --to be made up shortly thereafter.
    Apr 22, 2015. 03:32 PM | Likes Like |Link to Comment
  • Top Performing Healthcare/Biotech Funds For Q1 2015 [View article]
    Author, did you omit Vanguard funds due to the minimums? And how about closed end funds such as the Telka funds?
    Apr 21, 2015. 10:56 AM | Likes Like |Link to Comment
  • BDC Total Returns Q1 2015: Part 3 [View article]
    BDCBUZZ--Your work is a must read for all individual investors who want and need accurate and timely data for their decisions. I hope you keep helping us long into the future.
    Apr 14, 2015. 05:47 PM | 5 Likes Like |Link to Comment
  • Equity CEFs: The Insanity Of CEF Investors - Part II [View article]
    I AGREE WITH YOUR VIEW!
    Apr 14, 2015. 05:38 PM | Likes Like |Link to Comment
  • Equity CEFs: The Insanity Of CEF Investors - Part II [View article]
    The first sentence of the second paragraph seems to be missing the word 'up', it that just a typo?
    Apr 14, 2015. 05:36 PM | Likes Like |Link to Comment
  • A High Dividend Stock Yielding 10%, With 7 Straight Dividend Hikes, Going Ex-Dividend Soon [View article]
    $1,000 max--income, ROC part of the distribution is not part of the $1000 max in the tax in the IRA's.
    Apr 12, 2015. 11:58 AM | Likes Like |Link to Comment
  • Healthcare ETF: XLV No. 1 Select Sector SPDR In Q1 2015 [View article]
    I would love to be back in healthcare, BUT, I do not have the guts to take that risk based upon the Supreme Court ruling--it may well be healthcare negative. Why not go somewhere else until the decision is known?
    Apr 11, 2015. 10:41 AM | Likes Like |Link to Comment
  • CEFs Versus Actively Managed ETFs [View article]
    Your thought are about where I see my views.
    Apr 2, 2015. 08:21 PM | Likes Like |Link to Comment
  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    Here is the article "Omega is trading at $41.13 per share, and utilizing the F.A.S.T. Graph Forecasting Tool (below), I estimate the shares to hit $45.63 at year-end (2015). That's a $4.50 increase in price that translates into a year-end multiple of 15.3x. So for an entry investor, I'm predicting that the annualized Total Return would be around 20.21%." Where do you see $54.63?
    Apr 1, 2015. 06:57 PM | Likes Like |Link to Comment
  • CEFs, Leverage And Rising Interest Rates [View article]
    Most leveraged CEF's have around 30% leverage on the total portfolio. So it seems that 1.4% to 1.2% more on 1/3th of the portfolio is a manageable amount and then consider if the portfolio has adjustable rates. Right now this Fed Funds rate issue is really creating a market jerk reaction. Raising rates means the economy is demonstrating strong trends, no rate increase means caution. I truly wish the market gets past the issue.
    Mar 31, 2015. 07:50 PM | 2 Likes Like |Link to Comment
  • Worst Revenue And Earnings Declines Since Crisis Year 2009 [View article]
    After 20 years in healthcare, I can tell you, that in my opinion, the public is getting what was jammed down their throat by liberals. Five years ago almost no one had a deductible healthcare with more than $100-500. Now almost all private insurance has 2 to 5 THOUSAND DOLLAR deductibles. And the cost is more for most folks. Fortunately for me and seniors my Medicare Advantage is $20 co-pay. No one or no organization that I am aware of is better-off with ACA than before. Any challenges?
    Mar 31, 2015. 06:06 PM | Likes Like |Link to Comment
  • CEFL And YYY: Are These CEF Alternatives Worth Owning? [View article]
    The problem too is this market. Up, down sideways who knows, I'm NOW on the sidelines for the year---my current thinking, someone else can deal with it.
    Mar 25, 2015. 02:36 PM | 3 Likes Like |Link to Comment
  • Bull Market Turns 6: Top Mutual Fund Gainers [View article]
    I do not see Vanguard funds in the above table or comments. It appears the total return numbers fit in with the others?
    Mar 18, 2015. 05:25 PM | Likes Like |Link to Comment
  • What You Should Expect From A High Yield Closed-End Fund [View article]
    Gregg, thanks for the comment. Here is where I am coming from: in late 2007 I felt the market was in trouble and sold all holdings. Thus, I was able to sit on the side lines for all of 2008 and in December of 08 I went all in. Clearly, that did two things, increased my holding over the next few years but almost 75% (I invested conservatively) and secondly, the experience made me realize what could happen with a blind buy and hold no matter what. I may have missed some up side these past few months, but I am down only 6% from the all time high. So, thanks for all the helpful articles and comments.
    Mar 17, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • What You Should Expect From A High Yield Closed-End Fund [View article]
    Author, you discuss points that are easy to understand. But, right now it is also necessary to comment that the portfolio values do fluctuate with the market. The market currently seems not to know what to do, up, down, sideways. The comment that I feel is in play right now, uncertainty breeds a level of fear to combines with a need to participate in the market. So, up one day, down two days, sideways one date, etc. I'm tired of it and decided to wait it out in VWEAX high yield--not very high just 5%. Once the Fed is out of the way, the market should be rid of uncertainty. Then, I'll be heavy into healthcare, Vanguard and closed in funds that you mention, (PS, not until the uncertainty of the ACA in the Supreme Court. is decided--and if they do put ACA out of business then I'll wait to see what the market does.)
    Mar 16, 2015. 06:31 PM | Likes Like |Link to Comment
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