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papaone

papaone
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  • 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
  • Healthcare Funds: Hale And Hearty [View article]
    Author, Robert this report is excellent! I plan to go long in HC for much of my investment capital--and should have done so years ago. Would I see better results with one fund, or a combination of several, in your opinion?
    Mar 14, 2015. 12:54 PM | Likes Like |Link to Comment
  • Income Strategy: Can You Afford To Play It Safe? [View article]
    Adam, you have certainly drawn a crowd to your posting. I have not read all the comments but have a suggestion or two. When you suggest MLP's such as EDP (a great company) you should note that the investor gets a K-1 and for tax filing this creates a bit of complications. I went the other way to get into MLP's, that being the Kayne Anderson MLP funds and a 1099. Second thought, the REIT market since late last year has cost me some loss of capital and right now I am out completely until all this knee jerk on the Fed funds etc is behind us, then back in the market. Until then my $$ sit in Vanguard high yield--VWEAX. Very short duration holdings and not too subject to interest rate risk; pays 5%.
    Mar 14, 2015. 09:41 AM | Likes Like |Link to Comment
  • REITs Fell. Here's What To Do Now [View article]
    Matthew, good article and I agree with you conclusions--most REITS are currently over priced related to current yield, but that will change. I sold all REITS a few months back. Secondly, JRI is an exceptional holding for me. Just look at their holdings. They are in real estate but I would not say in REITS, plus they have a global portfolio well balanced. I fully expect their price will hold up; currently income, some LT and ST gains, but no ROC (either good or bad). I believe, investors should have JRI in their portfolio.
    Mar 9, 2015. 10:39 AM | 3 Likes Like |Link to Comment
  • ETG And ETO: What's The Difference Between This Pair Of Confusingly-Named Eaton Vance CEFs [View article]
    tjustice, what is your opinion of the best Eaton Vance covered call fund(s)? Any other such as Columbia STK? Thanks.
    Mar 4, 2015. 01:17 PM | Likes Like |Link to Comment
  • Vanguard Income Mutual Funds Deliver High Income At Very Low Risk [View article]
    smurf, I have had very good investment success for the past many years, including being on the side lines during all of 2008 and then going all in Dec 2008. Mostly in closed end funds and VWEAX. That said, since Sept last year everything I touch goes down. I have no idea what to do, the market hits all time highs and my stuff goes down and I do much research and have a conservative approach. I am days away from selling all the positions and putting it in to VWEAX at 5%. Since that does not cover our withdrawals, at some future time I would need to be in the market again. That does not help much does it?
    Mar 4, 2015. 10:37 AM | Likes Like |Link to Comment
  • Vanguard Income Mutual Funds Deliver High Income At Very Low Risk [View article]
    VWEAX high yield fund has done very well in growth for me over the past 6 years while paying a conservative 5% or so. The fund's paper is very short term--2-4 years I believe.
    Mar 3, 2015. 12:58 PM | 2 Likes Like |Link to Comment
  • MLPs Are Down 10% But This MLP Closed End Fund Maintains A Premium [View article]
    In simple terms, do not go long and maybe sell the Kayne Anderson funds?
    Mar 3, 2015. 11:42 AM | Likes Like |Link to Comment
  • Why I'm Not Closing My Position In Columbia Seligman Premium Tech Fund [View article]
    Author, thanks for always commenting or answering comments. I am trying to determine why I waited to go long on STK. As of the end of Feb 2015 the fund is up 24.98% return on NAV, how much better could it be?
    Mar 1, 2015. 12:38 AM | 1 Like Like |Link to Comment
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