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kmetviner

kmetviner
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  • American Capital Receives $33 Million from the Sale of ADF Holdings, Inc. [View article]
    I think this is great news, validating the business methodology of ACAS. The impending restructuring of the company into an asset management company with separate operating units should garner a higher valuation for the sum of the parts.
    Apr 2 04:43 PM | Likes Like |Link to Comment
  • American Capital suspends buybacks [View news story]
    Looks to me they are establishing an asset management company, to run the different subsidiaries. Look at NRF, when they announced that decision, the stock ran from 9 to 16. Asset managers get a higher PE than portfolio companies. Seller of ACAS will wish they hadn't been so hasty.
    Mar 31 06:27 PM | Likes Like |Link to Comment
  • New BDC TPG Specialty: Buy Or Hold? [View article]
    Terrific analysis and illuminating discussion, thank you. BDC space is getting awfully crowded, and with credits generally improving, competitive pressures on performance are mounting. I have been early in migrating my financial sector investments from BDCs to the banks, but the trend that is emerging is beginning to favor the banks. You have added to my confidence when you point out that senior BDC loans are not the same as senior bank loans. I expect the banks will be eating the BDCs' lunch as events unfold, and have a hunch there may be some partnerships between BDCs and banks on the horizon.
    Mar 27 10:52 AM | Likes Like |Link to Comment
  • Let Me Sway You Over [View article]
    And to think, I almost sold the SWAY in my accounts. Thanks for the education!
    Mar 25 04:50 PM | Likes Like |Link to Comment
  • The United States Is Running Dangerously Low On Natural Gas [View article]
    To get to $6 you need the transportation sector to adopt nat gas, and while it makes sense, it ain't gonna happen anytime soon. Look for low prices to last a long time, as supply continues to grow faster than demand, with occasional seasonal aberrations.
    Mar 20 03:08 PM | 3 Likes Like |Link to Comment
  • Enterprise Products Partners: Buy Ahead Of The March 18th Analyst Day [View article]
    you wrote: "I don't know that gas prices have much to do with midstream MLP performance.
    They tend to operate on long term contracts. Graphed side by side these don't have much correlation."
    And, what you say has been true. But, that is beginning to change. El Paso said it first, then Broadway said it, somewhat differently, but the basis is the same: persistent low prices have begun to affect the midstream sector. No need to dump them just yet, just be aware of the shifting fundamentals.
    Mar 17 11:29 AM | Likes Like |Link to Comment
  • Enterprise Products Partners: Buy Ahead Of The March 18th Analyst Day [View article]
    Priced to perfection, Id say. The cockroaches have arrived in MLP-land, just two that I can see for now. Higher interest rates, persistent low natural gas prices...time to consider other investments!
    Mar 16 08:08 PM | Likes Like |Link to Comment
  • CarPlay Has The Potential To Bring Long-Term Value To Apple [View article]
    I already use my Iphone as my primary entertainment source in my car, connected to the sound system via bluetooth. I scrubbed XM/Sirius as a waste of money. I connect Pandora, Spotify, ITunes, TuneIn Radio for music and Bloomberg Radio for news. I also use my Ipad to store audio books, that I play on my car radio via bluetooth. Also podcasts. Nice to see Apple getting involved with the auto manufacturers, though.
    Mar 6 07:58 PM | Likes Like |Link to Comment
  • Everything You Wanted To Know About Prospect Capital - I Was Able To Ask [View article]
    I voted with my feet when they proposed selling stock below book value. Especially when the stock was selling above book value at the time. What it tells me is that they have big plans and want my blank check to pay for them. Fortunately, I have alternatives to invest in besides PSEC.
    Mar 3 07:03 PM | Likes Like |Link to Comment
  • Everything You Wanted To Know About Prospect Capital - I Was Able To Ask [View article]
    Yes, but do you like the stock?
    Mar 3 06:37 PM | 1 Like Like |Link to Comment
  • Mortgage REITs: Proceed Without Fear [View article]
    Right u r! Makes you wonder about the rest of the article. Wonder of the writer worries at all about all the dividend cuts the mReits have been experiencing.
    Mar 2 10:50 AM | Likes Like |Link to Comment
  • Cannabis Science - Digging Deeper Into This Pot Play [View article]
    LO, MO both pay dividends while you wait for brand development, manufacturing, packaging and distribution to begin via legitimate, tax-collecting channels.
    Mar 2 10:38 AM | Likes Like |Link to Comment
  • GE to invest a further $10B on "ecoimagination" energy R&D [View news story]
    Add this piece of news to the phenomenon of lower energy prices. By focusing on technology, GE may sidestep the horror show I see developing in the energy space, as persistent low prices cut the heart out of energy production and infrastructure companies. I like GE for its potential break-up value, which will be realiized over the next decade. Oh, it pays a nice dividend, utilizing its excess cash to further benefit its stockholders.
    Feb 24 06:19 PM | Likes Like |Link to Comment
  • Dime Savings Bank Purchases $200 Million Multifamily Loan Portfolio [View article]
    Looks to me that their origination pipeline is inadequate to meet their lending goals. A bit of a quandry. Are they losing market share? What's next for DCOM? Acquire, or be acquired?
    Feb 23 01:35 PM | Likes Like |Link to Comment
  • Enterprise Products Partners Set To Grow [View article]
    Glad this has been such a good investment, for me as well as you. But trees don't grow to the sky, and I have always done better by looking to the future than to the past. What has changed at EPD? The tanker acquisition must be considered for what it is, an attempt to diversify away from pipelines. Could it be a case of "diworsification?"
    Feb 23 01:21 PM | 1 Like Like |Link to Comment
COMMENTS STATS
66 Comments
41 Likes