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KURTKAMM

KURTKAMM
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  • This, Too, Shall Pass [View article]
    Nice soothing article. I hope you are correct, but I have my DOUBTS
    Mar 14, 2015. 09:56 PM | Likes Like |Link to Comment
  • The Bill Gross-PIMCO Exodus Continues [View article]
    PDI Sales of Direct Holdings

    Sold 75k shares previously not reported from personal position at an average rate of $16.67/share.

    ?? PDI is trades around $30. Have you got the right stock?
    Mar 10, 2015. 11:56 AM | Likes Like |Link to Comment
  • Omega Healthcare Investors: A Sell-Off Blue Plate Special [View article]
    Own it, love it. Thanks for a comprehensive review.
    Mar 10, 2015. 11:53 AM | 1 Like Like |Link to Comment
  • Worried About Rising Rates? Here Are Some Alternatives [View article]
    FPF is a CEF which holds (among others) floating rate preferreds.
    Mar 9, 2015. 11:28 AM | Likes Like |Link to Comment
  • This Chart Shows The True Collapse Of Fracking In The U.S. [View article]
    saratogahawk
    From your mouth to (the oil) God's ears
    Mar 8, 2015. 05:56 PM | 2 Likes Like |Link to Comment
  • The Often Overlooked Danger When Investing In S&P 500 Utility Stocks - Part 10A [View article]
    I have held DNP as well. Why try to figure out the pros and cons of each utility stock when you can have pros like Duff Phelps do it, and get a great yield at the same time?
    Mar 7, 2015. 08:30 PM | 1 Like Like |Link to Comment
  • Convertible Bonds In An Aging Bull Market [View article]
    NCZ is a wonderful closed end fund holding converts. Nice yeild also
    Mar 6, 2015. 11:19 AM | Likes Like |Link to Comment
  • Last Chance To Board The American Realty Capital Train? [View article]
    Train to nowhere
    Feb 26, 2015. 05:31 PM | 2 Likes Like |Link to Comment
  • High-Yield New Residential Investment Boosts Shareholder Value (A Lot) With Acquisition [View article]
    Also very long NRZ. Many people mistake it for an mREIT, which it certainly is not. It is a class by itself.
    Feb 24, 2015. 08:13 PM | Likes Like |Link to Comment
  • Rising Credit Spread In Junk Bonds - This Red Flag Is Really Ominous [View article]
    I think his sister forecast a catastrophic rate of default in Muni Bonds a few years ago.
    Feb 4, 2015. 11:42 AM | 2 Likes Like |Link to Comment
  • New Residential: A 12% High-Yield Mortgage REIT With Upside Potential When Interest Rates Rise [View article]
    Aside from the fact that both are reits, Nrz isn't even in the same business as ARCP
    Jan 24, 2015. 10:15 PM | 1 Like Like |Link to Comment
  • New Residential: A 12% High-Yield Mortgage REIT With Upside Potential When Interest Rates Rise [View article]
    I don't think the ECB actions will have any effect whatsoever on NRZ. This is not really like a typical mReit.
    Jan 20, 2015. 06:19 PM | Likes Like |Link to Comment
  • Altisource Portfolio Solutions: A $25 Stock With Projected Earnings Between $4.40 And $7.95 For 2015...Hmm [View article]
    Who need this? You can own NRZ, get a 12% yeild, and SWAN,
    Jan 20, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • New Residential: A 12% High-Yield Mortgage REIT With Upside Potential When Interest Rates Rise [View article]
    Own a lot of NRZ. It suffered recently over the bad publicity surrounding OCWEN, but NRZ doesn't seem to be tainted, and it bounced back.

    Have some difficulty projecting NRZ recurring nonrecurring investment opportunities, but I am along for the ride.
    Jan 20, 2015. 01:09 PM | Likes Like |Link to Comment
  • Weighing The Week Ahead: Time For The 'January Effect'? [View article]
    Thank you for taking the time to make this available. Its a great sanity check!
    Jan 4, 2015. 11:28 AM | 1 Like Like |Link to Comment
COMMENTS STATS
66 Comments
77 Likes