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trekking1999

trekking1999
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  • A Safer Alternative To High-Dividend Equities [View article]
    Just out of curiousity, is anyone else concerned about the SEC investigation into the Linn merger, or the spate of class-action lawsuits that began a month or so ago?
    Jul 31 01:26 PM | Likes Like |Link to Comment
  • Market Outlook 2015-2045 - Men Vs. Machines [View article]
    isnt Soylent Green people?
    May 20 02:31 PM | Likes Like |Link to Comment
  • Desperately Seeking Yield Through Equities Redux: Part 10 - The Issue Of Context [View article]
    Thanks Surf, will do.
    Apr 11 11:57 AM | 1 Like Like |Link to Comment
  • Desperately Seeking Yield Through Equities Redux: Part 10 - The Issue Of Context [View article]
    Thanks once again for another unique perspective. I really like your comparisons. Of course there are all kinds of variables in your choices and analysis that could be nit-picked, but I find the apparent differences in volatility under different rate and market conditions fascinating.
    I like the MLP ideas you've presented in other articles, and they kind of look like a 'winner' during the crash (if any of us were winners), but as most of my investments are in IRAs I've turned away from individual MLPs to two etfs (one leveraged) and an etn: AMJ, AMLP and YMLP. About 4% of my holdings overall. Complex vehicles themselves, and no idea how they might perform in a downturn, but at least I have exposure to a sector and investment I generally like.

    On a separate note i finally got up the courage to buy some ACAS again. I held quite a bit thru the 07-09 period and it wasn't pretty, but I think their experience and current track record are worthwhile.

    Appreciate your work and sharing, as always. Good luck to us all.
    Apr 8 03:16 PM | Likes Like |Link to Comment
  • 18 BDCs - The Good, The Bad And The Maybe? Part 14: TICC Capital [View article]
    Nicholas,
    This appears to be a CEF. I didn't realize a BDC could operate as a CEF.. Currently has a little discount, appears unleveraged. Am I looking at the right instrument?
    Thanks.
    Mar 13 04:20 PM | Likes Like |Link to Comment
  • Desperately Seeking Yield Through Equities Redux: Part 3 - Non-Agency Mortgage REITs [View article]
    Philip, after being hurt by too much focus during 2007-8 I too diversity much more than in the past. My two holdings in this group have been IVR, which I'm satisfied with, and NRF, which has been one of my best performers (I have over 100 stocks) overall. I bought NRF in 2011 at 4.01 and 3.60, largely because you brought it to my attention. If you need a reference from a happy reader, you've got it! Cheers.
    Mar 7 01:14 PM | 1 Like Like |Link to Comment
  • TICC Capital Gives Us A Preview Of IVQ 2012 Results [View instapost]
    Thanks as usual for your excellent work.
    Jan 24 12:42 PM | Likes Like |Link to Comment
  • How Best To Short Gold - Miners Or Metal? [View article]
    Thanks, I agree, I do have about 2% in TIPS (both short and long maturities) now.
    Jan 17 12:06 PM | Likes Like |Link to Comment
  • How Best To Short Gold - Miners Or Metal? [View article]
    This is an interesting idea; my experience/knowledge of the 3x etfs is that they erode over more than short-run; i own a little gold and miner stock, maybe 3% of portfolio, and honestly am not really a 'believer' but will hold for inflation protection down the road, as do many folks i imagine. I bought gold and silver coins in 1980 and it took 25 years to get back to par. Of course i was younger and even more naive than today. Anyway, the puts would hedge the long gold a little, and the erosion adds to possible downside of the puts. Think I'll try a little.
    Cheers,
    Doug
    Jan 15 08:08 PM | Likes Like |Link to Comment
  • 5 Hybrid Mortgage REITs Yielding 10% For 2013 [View article]
    Makes sense; thanks for the quick reply.
    Jan 10 01:07 PM | 1 Like Like |Link to Comment
  • 5 Hybrid Mortgage REITs Yielding 10% For 2013 [View article]
    Very useful info; I have held MTGE and MFA for a year or so, and your article caught my attention because I have been watching TWO. The payout ration of TWO has been high (compared to MFA for example). Should that be a concern, do you think?
    Thanks,
    Doug
    Jan 9 04:39 PM | Likes Like |Link to Comment
  • B&G Foods Altering Strategy [View article]
    Thanks for the work. I've had BGS on watch for about a year now, and as usual with the few small companies I watch it is hard to find good analytical info. This helps a lot.
    Doug
    Dec 14 01:15 PM | Likes Like |Link to Comment
  • Hersha Hospitality Trust: Institutions Believe In This Hotel REIT [View article]
    Thanks, just bought a few shares for long-term.
    Doug
    Oct 17 12:29 PM | Likes Like |Link to Comment
  • Friday Follies: What Percentage Of 12M Will Be Hired? [View article]
    I noticed your comment the other day Phil that SA didn't print one of your columns due to politics. Today I see they are featuring an 'interview' with Steve Forbes. Truly a non-political, objective, lovely guy. Is SA drinking the kool-aid now?
    Jul 6 12:23 PM | 1 Like Like |Link to Comment
  • Preferred CEF Showdown, Part 1: Flaherty & Crumrine - My Top Pick [View article]
    Thanks for the work, Michael. I've owned FFC and PFF for awhile, and a main concern I have with increasing holdings now is exposure to European banks (though I'm less concerned than a couple of months ago). Your thoughts?

    Also, FFC is leveraged, for better or worse, and is currently selling at an 8% premium.
    Cheers,
    Doug
    Feb 21 12:42 PM | Likes Like |Link to Comment
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