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Philipsonh

Philipsonh
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  • DNP Select Income - Steady Income With Possible Premium Expansion Kicker [View article]
    Various comments mention ' negative UNII ' but none state what the number is and what direction it has been moving in ( smaller or larger ).
    Apr 19, 2015. 03:30 PM | Likes Like |Link to Comment
  • American Realty Capital: New CEO Sets Dividend Time Table [View article]
    I neglected to state that I am long ARCPP - a preferred issue
    Apr 18, 2015. 05:28 PM | Likes Like |Link to Comment
  • American Realty Capital: New CEO Sets Dividend Time Table [View article]
    There is still an ongoing lawsuit by various shareholders based on invalid fees paid to Schorsch and others based on their involvement in ARCP and also related companies; therefore, a conflict of interest - covered up by ongoing accounting irregularities at ARCP - so says a recent Bloomberg article- My thought is that it should not be just a civil lawsuit, but a criminal cause- because it is more as if they stole the money by mis-charging or overcharging fees that were not real - It is sad that ARCP is even involved, since the former officials were personally responsible - ( I know how it goes ) - He and his cronies were using other companies that they were officials of to essentially "steal" funds from ARCP - just my opinions
    Apr 18, 2015. 05:22 PM | Likes Like |Link to Comment
  • Make Over 8.5% With A Multi-Sector CEF Bond Portfolio [View article]
    Akaralph
    I disagree, because I would rather earn a 7.5 % yield on a CEF with a 5% premium than 5.5 % yield on a CEF with a 5% discount. My yield on cost will not change no matter what the share price moves to. I understand your thesis, that the premium could shrink and one could lose on principle, but there are many funds that always trade at a premium. of course there are many other aspects to CEf's that determine if the investment is a correct one for you individually, but toward the specific point under discussion, these are my thoughts. While it is preferable to purchase at or
    under par, it is not the determining factor for me. On YOUR side, I will not purchase a CEF if it is trading at a premium over 5% because the risk becomes too great that the share loss will offset the advantage on the yield. I know that you are an experienced investor and respect your viewpoint. I do own a number of CEF's and I normally do quite well owning them. Thanks, Howard
    Apr 18, 2015. 12:34 PM | Likes Like |Link to Comment
  • REIT Focus: Liberty Property Trust [View article]
    My second comment - looking at the LPT website, I would suggest that this Reit split into two parts, one industrial and one office. Somehow I get the feeling they are too big to deal with both sectors with the expertise required. Just my thought.
    Apr 18, 2015. 11:40 AM | Likes Like |Link to Comment
  • REIT Focus: Liberty Property Trust [View article]
    Mr Ori
    Thank you for the article. Please excuse my lack of understanding, but how can Institutional investors own ( 103 % ) of the shares ? I would appreciate your clarifying. Re: revenue, note that your graph shows drops in two years, when, I expect, the Reit sold off some holdings, probably for gains or to reposition their portfolio. It appears to me, as a non-accountant, that they have spent 5 years repositioning the portfolio.
    Apr 18, 2015. 11:30 AM | Likes Like |Link to Comment
  • Why Tortoise Power CEF Is an Attractive Income Investment [View article]
    Mr S
    I appreciate your comment.
    However, I buy only for income,
    and do not count on the vagaries
    of other investors.
    They do not have the same goals
    as I do.
    So, I take my income when it is
    available and i do not consider
    what will happen to a CEF's
    price in the future.
    I like their portfolio because
    of the tilt towards fixed income
    and the fact that , at least last
    year, they issued a special dividend,
    which made the yield very sizable.
    My personal goal is total income,
    and this CEF fits into my thinking.
    I appreciate all your articles, no matter
    how old they are. When I become
    interested in a product, I key the
    symbol into S>A> and read all I can.
    However, I always read the company
    website, to get first hand data, as
    well as other third party info
    again, thanks, howard
    Apr 17, 2015. 04:44 PM | Likes Like |Link to Comment
  • Why Tortoise Power CEF Is an Attractive Income Investment [View article]
    This is written 5 years after the fact, but over 60% of TPZ is in Fixed Income Issues, which makes it very stable. i was just looking at it today 4/16/15. Looks good to me.
    Apr 17, 2015. 11:19 AM | Likes Like |Link to Comment
  • Ares Capital: What Comes Next? [View article]
    Fgoodman
    Just remember, not all commenters are civil; in any event, even experienced investors have to to use alternate sources to understand terms used by the investor community. Some sectors are much more difficult to understand than others. Never make a decision based on just an S>A> article, no matter how well it may be written. Always read the company website and other sources. The basis for many of the various types of investments is the complex U.S. tax code and how companies try to set themselves up to "beat' it, for themselves and their investors. Just make sure you know what type of product you are investing in.
    Apr 16, 2015. 06:11 PM | Likes Like |Link to Comment
  • Wal-Mart: Millennials, Groceries, And E-Commerce Potential [View article]
    Wal-Mart could OWN the supermarket business if they had top management with expertise in the sector. They have no fresh meat or fish sections and they are normally years behind other markets in bringing products into their stores. Our family buys packaged products in Wal-Mart due the the much lower prices on most products, but we ALWAYS have to shop in at least one more store to finish our list. Lastly, they need a guide in each store to advise WHERE the products are, because they move them so often that it is an ongoing hunt to find the same products we purchased the last time. The bottom line - it is NOT fun to shop there - just less costly. Not to mention the check out lines? Don't the folks at WM do their own shopping, for their own families, and realize they cannot find the products they want at their OWN stores. They should put a computer at the front of the store with a list of every food product so that a shopper could key into a location to find what he/she is looking for. ( Here today - gone tomorrow). Also, poor fruit and vegetable sections. We often will go elsewhere and pay more just to avoid the hassle of WM, as it can be frustrating.
    Apr 16, 2015. 05:51 PM | 2 Likes Like |Link to Comment
  • A 6.4%+ Yielding Preferred From Citigroup That Can Benefit From Rising Rates [View article]
    C-N last quote $ 26.50. Suggest this is not a good investment.
    Apr 16, 2015. 02:15 PM | 1 Like Like |Link to Comment
  • Lockhart: Fed should delay rate hike [View news story]
    How about STOPPING this nonsense !
    Apr 16, 2015. 01:34 PM | 3 Likes Like |Link to Comment
  • A 6.4%+ Yielding Preferred From Citigroup That Can Benefit From Rising Rates [View article]
    C-N at @26.50/ very speculative
    Apr 16, 2015. 01:33 PM | 2 Likes Like |Link to Comment
  • Capital Product Partners to launch 12.8M-unit offering [View news story]
    There is a positive article on S.A. this week by Darren McCammon for those that wish to understand CPLP better and have not already read it.
    Apr 16, 2015. 12:35 PM | Likes Like |Link to Comment
  • Capital Product Partners to launch 12.8M-unit offering [View news story]
    JTizzy
    I suggest that you contact CPLP directly and ask your question.
    Hopefully they will give you a reason that is understandable.
    All I know is that whenever a secondary issue occurs, most
    of the time the share price drops, sometimes below the price
    of the secondary price, and usually recovers to its normal level.
    Sometimes it is rapid and other times it takes a while.
    Frankly, I hardly pay attention because I have no intention of
    selling. An article this week on S>A> re: CPLP was very positive.
    I believe that his is a good investment but each person must
    make their own decision. If I have any questions that are not
    answered on the internet or in the news, I contact the issuer ( company ).
    I hold a number of issues that are of the type that issue secondaries,
    such as REITS, so I just go with the flow.
    Apr 16, 2015. 12:32 PM | 1 Like Like |Link to Comment
COMMENTS STATS
1,257 Comments
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