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papaone

papaone
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  • Prospect's Growth Hides Bad Underwriting [View article]
    Author, you must be aware that there are SA articles on BDC's including PSEC. I have followed BCDBUZZ on a regular basis here on SA and on this web site. He has made himself what I consider to be an expert on the entire sector and does on-going evaluation/analysis with ratings on all those he tracks. PSEC is always near the top of his charts-(positive). There is also the Well Fargo reporting on BDC's that is a credit worthiness evaluation on all the holdings within the various BDC's. Have you look at BCDBUZZ or the Wells reports? I realize that as of today there is some serious developments on the entire sector, yet the market is not tanking. (long PSEC and TCPC).
    Mar 5 03:25 PM | 3 Likes Like |Link to Comment
  • Kayne Anderson: The Best MLP Fund To Buy Now [View article]
    Thanks to brucejfern, his comments, when he makes them, are always well thought out. I also appreciate the tax wisdom from jdstein, it really helps my understanding. I studied MLP's for 5 years and concluded that for my income portfolio I needed to be long KYN. With the huge movement of NG from storage into pipelines to be consumed this winter, we my see some excellent results. And, maybe gas will hold at the current price.
    Feb 25 10:47 AM | 1 Like Like |Link to Comment
  • BDCs under pressure as leaders removed from S&P indices [View news story]
    Why were they dropped?
    Feb 25 10:37 AM | Likes Like |Link to Comment
  • Natural Gas - No More Cold Air To Blow Prices Higher [View article]
    MLP's in various sectors will benefit from increasing nat gas consumption. I'm long KYN.
    Feb 7 02:17 PM | Likes Like |Link to Comment
  • The Ultimate PIMCO High-Yield Bond Portfolio [View article]
    going deep, your comments are confusing, "Will not be touching my IRA for four more years and very equity focused . Looking for some Pimco bonds and loved the analysis here but had the one question." Four years is not a very long time frame and you say you are equity focused, then say you are looking a Pimco bond funds. ??? If you are a long way from your retirement, think equity, if you are close or in retirement, then income may be what you need. PCI and PDI are doing well in the income area. You can find many other choices by using CEFConnect and filtering the database to fit you needs.
    Feb 7 02:12 PM | Likes Like |Link to Comment
  • The Ultimate PIMCO High-Yield Bond Portfolio [View article]
    Thanks for the new comments.
    Feb 6 04:11 PM | Likes Like |Link to Comment
  • Earn Big Annualized Returns With PDI Between Now And Year's End [View article]
    Author, this was a good call then, and now with unii at almost $1.30, 1/2 year of distributions, you must be counting the $$.
    Feb 6 04:07 PM | Likes Like |Link to Comment
  • The Ultimate PIMCO High-Yield Bond Portfolio [View article]
    PDI looks good due to the UNII of 100% of the annualized distributions ($.19 monthly). And, it appears the UNII is growing. Year end payouts are also a positive factor. I believe it is clear that the Fed will keep prime rates very low for a very long time and this bodes well for these type of investments, does it not?
    Feb 6 12:56 PM | Likes Like |Link to Comment
  • AB InBev to buy back Oriental Brewery in deal worth $5.8B [View news story]
    Moon, what did KKR do that is so upsetting you? For me, they are making money and distributing a very good return on my investment.
    Jan 23 12:11 PM | Likes Like |Link to Comment
  • Buy Nuveen Real Asset Income And Growth Common Fund: You're Going To Need It [View article]
    Author, I did notice that your comments include the global aspect, what I said was none of the readers who commented related to the global aspect. I wanted to bring global into focus. I may have confused everyone with my choice of wording. Thanks for commenting.
    Jan 22 11:46 AM | Likes Like |Link to Comment
  • Buy Nuveen Real Asset Income And Growth Common Fund: You're Going To Need It [View article]
    Author, your article is very good and well worthy of individual investor consideration. In reading all the comments, I did not see the words 'global real estate portfolio'. I believe our view of the global economy is now improving based on data. I am long JRI for diversification of assets and to include global. I am comfortable they will cover distributions or close there to with income and so JRI is part of my 'sleep well' portfolio.
    Jan 21 04:22 PM | Likes Like |Link to Comment
  • Equity CEFs: Will ETFs Beat CEFs Again In 2014? [View article]
    Doug, as usual this is excellent information for all of the individual investors seeking knowledge. I have followed your information for several years. I am long a number of CEF you recommend but would appreciate your comments on JRI. A very strange picture, the price crashes after they announce excellent results, I guess excellent because all the income was earned and not ROC. Yet the price and NAV tanked. It's now coming back,-- and I'm holding.
    Jan 21 04:08 PM | 1 Like Like |Link to Comment
  • The Ultimate PIMCO High-Yield Bond Portfolio [View article]
    Author, as I read this very good article, at 10:30 PST on Jan 15th, CNBC is interviewing three best income fund managers, Dan Ivascyn was one of the three. I went long in PCI last fall when I learned that Gross went long 2 million.
    Jan 15 02:03 PM | 1 Like Like |Link to Comment
  • Simple Rules That Work In BDC Investing [View article]
    Author, very useful information. Long PSEC and TCPC. TCPC has had a great year, why is it not in your report? Also, why is KED in the report? The following statement speaks for itself---"The Fund seeks current income with capital appreciation through investment in securities in energy companies, securities of non-traded US companies, US government securities and high quality debt investments"
    It does not sound like a BDC, but maybe I'm confused? BDCBUZZ does not include KED in his database. I am long KYN--invested in MLP's etc. I rely upon BDCBUZZ, his reports are filled with very easy to use graphics. An individual investor should also look at his reports. Final thought for investors with interest rate concerns, most dollars in most BDC's are floating rate senior notes or debt.
    Jan 9 01:55 PM | Likes Like |Link to Comment
  • KKR: 4 Reasons To Buy After The KFN Acquisition [View article]
    Author, thanks for the nice report. I am long KKR and was wondering about the proposed merger. This report comforts me. I passed on KFN about a year ago with other choices. The best thing at that time was KKR's management of KFN.
    Jan 9 01:03 PM | Likes Like |Link to Comment
COMMENTS STATS
315 Comments
138 Likes