berloe

berloe
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  • Protection For A Correction: A Hedging Strategy For Long-Term Dividend Investors  [View article]
    Hmmm,

    I thought delta on an option referred to the rate of change as compared to the underlying.
    Feb 8, 2016. 12:55 PM | Likes Like |Link to Comment
  • Make 7.9% Income With Lower Risk With Investment Grade Bond CEFs  [View article]
    I am troubled by the term "average weighted duration". At first glance one might assume this corresponds to a bond that gives you your money back at a definitive time. So I can only use this statistic to compare CEFs and other funds. Am I correct?
    Feb 7, 2016. 01:25 PM | 1 Like Like |Link to Comment
  • The S&P 500 Is Falling; Take Refuge Here  [View article]
    dali,
    Who are you referring to?
    Feb 5, 2016. 12:31 PM | Likes Like |Link to Comment
  • BTT: An Outstanding Muni CEF  [View article]
    So I won't get back my money $ for $ when the fund disbands. Meanwhile I could be getting 6% between now and then instead of 4.3 over that 14 years on MYD or others. I'll stay with my MYD and also EIM @ 5.8%.
    Feb 3, 2016. 10:54 AM | Likes Like |Link to Comment
  • Another Dividend Aristocrat Beating The Market, With Estimates Rising, Reports This Week  [View article]
    Yes, Papa,

    ...add no. 3 - don't buy a stock just because you see a juicy call/put premium.

    It's a decision as to picking an expiry. True near term gives the most total return and mostly what I have done in the past. In current market I sell some leaps accepting less total premium but more upfront $ and reducing cost basis on the underlying. You might lose money on the stock but they can never take away the premium collected.
    And then the Greeks! Oh, my!
    Jan 31, 2016. 01:58 PM | Likes Like |Link to Comment
  • A Safe 17% Yielder Benefiting From Cheap Oil  [View article]
    One thing- CEO suggests 2017 revs a bit less than 2016. Doesn't suggest growth does it?

    While paying big divs PPS down 40 % in a year. Not much of total return.
    I can't afford to be that greedy since I do not have a job!
    Jan 28, 2016. 11:04 AM | Likes Like |Link to Comment
  • Earn 6.7% On Cash With A Decent Chance To Buy Exxon Mobil Under $60  [View article]
    Mark.
    Short option income is always short term gains regardless of how long held.
    Jan 26, 2016. 04:12 PM | Likes Like |Link to Comment
  • International Paper : A High Dividend Income Play With Turnaround Possibilities  [View article]
    Don't know why I ever bot this. Lost my most important criterion for purchase- that is "do I want to be in this business". In other words "would I actually ever think of buying a business for sale in that industry". Some might but I would not want to operate a business making cardboard.

    I've sold two thirds of my position 20% higher than current PPS and feel like I made a profit taking my tax losses in 2015.
    So now I rarely touch businesses I can't understand or would not want to operate. Selling toothpaste and toilet paper I understand; I know how to use a telephone; I know how my electricity gets into my home;... I am not interested in operating a mine but if I thought mining companies were coming back into favor I'd buy JOY or CAT. I know how to sell things.
    Well, that's just me.
    And why do I still have a one third position in IP? Every day I see more and more packages coming from Amazon, Blue Apron etc. Somebody has to make the boxes.
    Jan 26, 2016. 03:35 PM | Likes Like |Link to Comment
  • International Paper : A High Dividend Income Play With Turnaround Possibilities  [View article]
    ...just as a comparison in similar industry. In other words why IP instead of PKG if you wanted to be in this business. T vs VZ? KO vs PEP?
    Jan 24, 2016. 11:50 AM | Likes Like |Link to Comment
  • Mr. Buffett, You Picked The Wrong Blue Light Special  [View article]
    Brad,
    just curious as to what a "non-binding loan commitment" means.
    Jan 22, 2016. 10:27 AM | Likes Like |Link to Comment
  • America First 9.2% Tax Advantaged Yield - Insider Buying And Q3 Earnings Update  [View article]
    Hello Bill, Scooter-pop et al,

    Have been following Atax since $7... Opted instead with MYD and others at a 6..% yield.

    We had an investment in an actual "tax sheltered property" and eventually donated it to a 501-3c charity. The allure of 9%+ tax free continues to draw my attention but I tend not to be too greedy.I will point out that in the great 08/09 they did cut a penny but always paid. Today's PPS they yield 11%. A bit scary. Still on a long term total return basis it has done well, just pass the Rollaids.
    Jan 21, 2016. 06:26 PM | 1 Like Like |Link to Comment
  • AbbVie: The Safe/Cheap 4% Yield Play  [View article]
    Yes, Bret
    Jan 21, 2016. 02:34 PM | Likes Like |Link to Comment
  • AbbVie: The Safe/Cheap 4% Yield Play  [View article]
    No mention of the Hep C market?
    Jan 20, 2016. 01:43 PM | Likes Like |Link to Comment
  • Wal-Mart Isn't Just Closing Stores, It's Exiting A Business  [View article]
    It's a matter of finding things to sell in current locations they are not selling now. Walmart took a big step up and entered the grocery business. So what can they sell that they aren't? Cars?
    Jan 19, 2016. 02:26 PM | 1 Like Like |Link to Comment
  • W.P. Carey: An Accidental High-Yielder  [View article]
    Buy the dips? I certainly will when they stop dipping. Meanwhile collecting income, including the rest of my holdings. The market is down 10% but my monthly income is not. Being an income investor I try to focus on that.
    Jan 19, 2016. 02:09 PM | 2 Likes Like |Link to Comment
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