Seeking Alpha


Send Message
View as an RSS Feed
View papaone's Comments BY TICKER:

Latest  |  Highest rated
  • BDC Expense Ratios For Q3 2015 [View article]
    Thanks for the added information. I am long term and long BKCC. Short term views help me judge what the market thinks--at the moment. I went long BKCC at 6:30 AM on black Monday with at buy at a low limit price and hit a good buy amount well below the market.
    Nov 30, 2015. 01:42 PM | Likes Like |Link to Comment
  • BDC Expense Ratios For Q3 2015 [View article]
    Good point, convert fee from NAV percentage to percent of income, something I have been looking at.
    Nov 30, 2015. 01:37 PM | Likes Like |Link to Comment
  • BDC Expense Ratios For Q3 2015 [View article]
    Buzz, thanks again for your data and analysis. I am using SA portfolio to track 8 of the funds. I look at what the market thinks (is doing) for 4 weeks and 1 week. Here is what I have, some how TCAP is at 26.2% for 4 weeks, 8.6% for the last week. WOW. Also, BKCC is in second place with 5.6% and 3% for one week. I am comparing this the MAIN--everyone's favorite, they are posting 5% for 4 weeks and 1.1% for one week. Okay, that said, I would like your comments on "the market". Thanks much.
    Nov 30, 2015. 11:52 AM | Likes Like |Link to Comment
  • General Electric: Powering Ahead [View article]
    WG--Author. My question is; how can anyone (outside of GE) make any financial predictions when the entire GE Capital segment is mostly--if not all gone. GE should have a PILE of cash and can use that to create revenue in the desired segments--those you have discussed, but the cash will not earn much until then. So, it seems we are flying blind but with the understanding that GE will put the cash to use in a year or two. Has there been any new about buy back?
    Nov 29, 2015. 05:18 PM | Likes Like |Link to Comment
  • High-Dividend Stock Yields 10%, Has Record Revenues, Raised Dividend 10% [View article]
    Keep in mind you individual investors, you will get a partnership K-1. If your investment plan is small, it is not worth the tax preparation hassle, and there are also limits in an IRA, in my view. Also, comments about indicate this deal is new and not without risk.
    Nov 29, 2015. 04:39 PM | Likes Like |Link to Comment
  • Central Securities Corp.: Solid Long-Term Performance Overshadowed By Poor Near-Term Showings [View article]
    Gregg, in follow up to a just sent memo, I did some research on Plymouth--for obvious reason. This link will take you to the most frank, transparent financial and business review that I have ever seen. Well worth you time to look it over. Note, you will see that CET has an exit plan or should I say Plymouth has a plan to buy back all share held by CEDT and a few other institutions.

    I assume there is a 2014 report but I go tired.
    Nov 22, 2015. 06:07 PM | Likes Like |Link to Comment
  • You Can Buy This 11.2% Yielding, Unleveraged Equity CEF Without Paying A Premium [View article]
    Why did the comment stop here, STK is back doing well--i.e. going up better than the pack. Why did I not go in for a bigger long when this article appeared? Who knows?
    Nov 22, 2015. 12:18 AM | Likes Like |Link to Comment
  • Safe, Sustainable 7% Yield From Common And Preferred Share Dividends [View article]
    Good analysis. HTD is in my portfolio even though it has the word 'utility' share within the portfolio. For some reason the market at the moment seems to hate the sector. Any further thoughts as we end November 2015??
    Nov 22, 2015. 12:03 AM | Likes Like |Link to Comment
  • SPY/RSP - This ETF Divergence Is A Warning Sign [View article]
    I'm not sure I understand all you comments, but I can read your last sentence for the 'bottom' line.
    Nov 19, 2015. 05:38 PM | Likes Like |Link to Comment
  • Martin Midstream Partners' Bonds Yield Over 8.5%, Mature February 2021 [View article]
    surf--would you still be a buyer of the bonds? Thanks
    Nov 18, 2015. 11:56 AM | Likes Like |Link to Comment
  • Martin Midstream Partners' Bonds Yield Over 8.5%, Mature February 2021 [View article]
    purple--do you still like the bonds and would be a buyer?
    Nov 18, 2015. 11:55 AM | Likes Like |Link to Comment
  • FFC: A CEF Specializing In Preferred Shares Paying 8% Monthly [View article]
    Thanks for your recommendations.
    Nov 18, 2015. 11:46 AM | Likes Like |Link to Comment
  • EOD: This Global Equity Fund Could Bounce Back [View article]
    The cash in MM fund really did catch my eye, way too much. Now may be the time to buy something the pays a good yield.
    Nov 17, 2015. 03:45 PM | Likes Like |Link to Comment
  • Closed-End Funds For Sustainable 9%+ Monthly Income: How Can They Do It? [View article]
    Mr. Scott I did not see two factors I deem important, they are: the potential for a run on a mutual fund that creates selling at a poor time, Vs closed end funds that trades in the market, yes they can and do go down. Secondly, CEF can use leverage to off set their fee, yes that can be a negative issue, however, with the current cost based on very low Fed funds rate the leverage cost is cheap and 25 point increase in Fed rates (if it ever happens) is really small. Of course, the 'market' can and will blow it all out of proportion. Currently, my favorite CEF's are in preferreds, base on market trends and reasonably secure yields that are acceptable.
    Nov 17, 2015. 03:04 PM | Likes Like |Link to Comment
  • SPY/RSP - This ETF Divergence Is A Warning Sign [View article]
    Gregg, just at 2 PM Pacific on 11/16 Carter Worth present on CNBC the very same concept you have presented. That being, a high percent of the S&P stocks are down considerably more than the total, and they are on a down trend. Conclusion, at least a 10% down in the S&P soon.
    Nov 16, 2015. 05:14 PM | Likes Like |Link to Comment