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papaone

papaone
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  • Building An Income Portfolio With Closed-End Funds. Part 1: Real Estate [View article]
    It is very hard to be retired and needing to supplement SS income with some dividends/-interest rather than hope a portfolio of equities go up so some can be turned into cash on a regular basis. That said, I do not think the Gov will increase interest rates very much and the increases not very quickly. Unfortunately, the market place is over reacting, like it will be just the opposite, fast and a large jump. So, I'll stay long about 12 CEF's plus Vanguard high yield because it has a very short duration maturity mix.
    Sep 13 12:00 PM | 2 Likes Like |Link to Comment
  • Building An Income Portfolio With Closed-End Funds. Part 1: Real Estate [View article]
    Your well prepared article resulted in all of the positive comments you deserve. You confirmed my choice of a few of the funds I purchased last year. Now, on to the MLP's, that may pose a bigger challenge and/or time commitment to a large sector. I'll look forward to reading your article even though I gave up on individual choices in favor of KYN (no K-1's).
    Sep 11 05:21 PM | Likes Like |Link to Comment
  • 'High Cotton' For Highwoods Properties [View article]
    Paul, I suggest you look at total return. It appears HIW as gained from about $25 to about $45 in a few short years. You could add the 100% to the 4% for a few years.
    Sep 10 04:48 PM | Likes Like |Link to Comment
  • 'High Cotton' For Highwoods Properties [View article]
    Captain Pike, have you been to Portland, Oregon?
    Sep 10 04:42 PM | Likes Like |Link to Comment
  • The Best-Performing Utility CEFs Over The Last 12 Months. [View article]
    Thank you for the reply. I, for one, do not see much down-side from an interest rate increase. It will come later and not be very much. Calculate a 1% increase and what it would do for the bottom line in funds with 25-23% leverage---not much.
    Sep 10 04:35 PM | Likes Like |Link to Comment
  • The Best-Performing Utility CEFs Over The Last 12 Months. [View article]
    What exactly does "add to my watch list" mean? Growing interest or declining interest, expecting poor results or better results?
    Sep 9 09:11 PM | Likes Like |Link to Comment
  • The Best-Performing Utility CEFs Over The Last 12 Months. [View article]
    You do not write much about MFD but the data seems to indicate they are doing as well on all metric as or better than most of the funds you cover. I'm long MFD
    Sep 9 11:49 AM | Likes Like |Link to Comment
  • Prospect Capital: What Comes Next? Part 4 [View article]
    Thank you. I'm not in a rush, so I'll do some research on all of your reports.
    Aug 31 11:37 AM | Likes Like |Link to Comment
  • Prospect Capital: What Comes Next? Part 4 [View article]
    THANKS TO THE AUTHOR AND ALL OF THE COMMENTERS WHO I TRUST--who are doing the heavy lifting. PSEC's management does not, for the moment, sit well with me. They do seem to be self-serving. Sooo, I am going elsewhere for the BDC's in my portfolio--there are just too many choices to not want to go with the 'gold -standard' management--and management is the issue. Too much turmoil and uncertainty within PSEC.
    Aug 30 01:59 PM | 2 Likes Like |Link to Comment
  • REITs Attractive Even With Rising Rates [View article]
    I believe the following statement you made in your text was a typo--"Fed minutes from the July meeting show that some members are pushing for rate cuts to come sooner rather than later". The typo would be push for HIGHER RATES. There really are not going to be rate cuts when we are at or near zero. Also, I am one who agrees with JHHAlpha--he has it right.
    Aug 26 10:19 AM | 1 Like Like |Link to Comment
  • JRI - CEF With 8% Dividend Offering Global Exposure [View article]
    Alvin, I suggest that you not worry about interest rates, any increase is way off maybe 2015. Notice the Fed keeps coming up with reasons to postpone any increase. And then, 1% over a year is not going to impact the money cost of funds too much. That might be a project for you, make the calculations for us.
    Aug 23 09:54 AM | 2 Likes Like |Link to Comment
  • Is Kayne Anderson The Best MLP Play Right Now? [View article]
    I'll stay long my KYN in place of the MLP's I did sell--including some KM stuff. The MLP sector is not going away just because of Richard Kinder moving on. The hole organization was a much different situation than most other MLP's. There will be more MLP's over time.
    Aug 21 06:36 PM | 1 Like Like |Link to Comment
  • JRI - CEF With 8% Dividend Offering Global Exposure [View article]
    your work reassures my long position since Dec 2013. I plan to hold all my CEF's at this time.
    Aug 21 06:27 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: What Now? [View article]
    I sold my individual MLP's a few years ago and put the proceeds in KYN. Happy I did. The tax situation could be a big deal for you all who are long.
    Aug 20 11:02 AM | Likes Like |Link to Comment
  • MLPs - Yes, They're Okay In Your IRA And Other Tax Questions Answered [View article]
    My comments appear half way up the page, before the recent move by Richard Kinder. One more reason why KYN is better for most investors interested in MLP investing. I suggest investors consider all the reason to use the MLP funds. I saw a surprising jump in KYN before I saw the "news".
    Aug 13 09:27 AM | Likes Like |Link to Comment
COMMENTS STATS
382 Comments
185 Likes