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berloe

berloe
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Latest  |  Highest rated
  • Evaluating The Spin-Off ETF [View article]
    What? No Christmas rally this year?
    Sep 19 10:22 AM | Likes Like |Link to Comment
  • 3 Value Companies With Excellent Fundamentals And Margins Of Safety [View article]
    You say CPA has a 50% margin of safety. Does that mean it could drop in half?
    Sep 18 04:33 PM | Likes Like |Link to Comment
  • Better To Be Fast Like A Tortoise? Some Energy Funds Worth Looking At [View article]
    If total return is important, and it should be, run these CEFs against, for example, individuals such as PAA or MMP.
    Sad to say I missed both boats.
    Sep 16 02:50 PM | Likes Like |Link to Comment
  • It's Hard To Ignore George Soros' SPY Put Position Anymore [View article]
    Time decay on long term puts could lose you some real money. I hate to fight the clock. Time marches on.
    Sep 14 08:20 PM | 2 Likes Like |Link to Comment
  • Utilities To Get A Boost Despite Rate Worries [View article]
    A S,
    Thanks for reminding us of the interest rate phenomenon. The author left this qualifier out, I suppose because it was not part of his thesis. So your reminder is a welcome note.
    Sep 13 05:26 PM | Likes Like |Link to Comment
  • Buy Orchid Island Capital For The 15% Yield Each Month And The Catch-Up Dividend Later This Year [View article]
    I would most likely never sell an investment paying me 15% so I don't care if ORC ever gets to 15 as long as they pay 15% YOC.

    However, I'm concerned with the info mentioned in the comments all negative except Gratian who is standing aside, and the possible SPO.

    I'm long NLY and CYS (author wrote this up, as well), and looking at WMC for higher yield.
    Sep 13 02:57 PM | 1 Like Like |Link to Comment
  • J.M. Smucker Is Set For Rapid Growth In U.S. Coffee Industry [View article]
    A really good quality company with a modest dividend that can be enhanced by writing calls.

    A bit heavy on ratio of good will to total assets.

    Nice post.
    Sep 13 02:12 PM | Likes Like |Link to Comment
  • Best And Worst Utilities Sector ETFs, Mutual Funds And Key Holdings [View article]
    D T,
    Any thoughts on utility CEFs?
    Sep 10 12:19 PM | Likes Like |Link to Comment
  • Best And Worst Utilities Sector ETFs, Mutual Funds And Key Holdings [View article]
    ...by trading or reaping dividends?
    Sep 10 11:58 AM | Likes Like |Link to Comment
  • Gundlach not seeing higher rates on the way [View news story]
    Tell me about it!
    I recently went through the mortgage fiasco for a condo I am buying.
    The paperwork and all other BS including the people at the bank (banks) made me think of backing away; expecting to close 9/12; stay tuned, we'll see!
    Sep 10 11:40 AM | 1 Like Like |Link to Comment
  • VCLT: A Good ETF To Have In Your Portfolio [View article]
    It's great to get that "tax deferred" income from ROC. I am happy with ETV.
    But take a look at some others- PFN was mentioned. 8.8% dividend. However a 10M investment in the past ten years would be worth 5500 according to FAST Graphs. VCLT yields less but holds its value. So Far.
    Sep 10 09:36 AM | Likes Like |Link to Comment
  • Gundlach not seeing higher rates on the way [View news story]
    Perhaps what's needed IS rising home prices. When prices are rising people are moved to act because they do not want to be left behind.

    I certainly hope so because I need to sell my house (bought a condo) in my depressed housing market.
    Sep 10 09:22 AM | Likes Like |Link to Comment
  • Pfizer: You Won't Fool Me Twice [View article]
    To the author,

    Why would a change of tax domicile allow PFE an opportunity to bring back 30MM to the US? And why would they want to if they become a foreign company?
    Sep 7 03:18 PM | 1 Like Like |Link to Comment
  • Making A Case To Be Cautious About Gilead Sciences [View article]
    LB,
    I am going to play this with HQH/HQL both portfolios are ~10% into GILD.
    There's a bit of safety there and ~8% dividends.
    Sep 6 11:49 AM | Likes Like |Link to Comment
  • Sucker Yield REITs: Does Annaly Capital Management Qualify? [View article]
    Brad,
    OK, I am selling NLY out of my retirement portfolio. Too bad you didn't tell us where to replace that income stream.
    Example- I have 4X as much invested in O as in NLY. O yields 5%; NLY 10%.
    Such a dilemma!
    Sep 5 07:20 PM | Likes Like |Link to Comment
COMMENTS STATS
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