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Dozo

Dozo
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  • Vanguard Natural Resources - What You Need To Know About Q2 Earnings [View article]
    I researched all three on quantumonline. Security descriptions are identical as best I can tell. Only difference is yield:
    VNRAP 7.875 coupon yield with a current yield of 8.66 at 8-5-15 close.
    VNRBP 7.625 coupon yield with a current yield of 11.13 at 8-5 closing price.
    Aug 6, 2015. 12:33 PM | 1 Like Like |Link to Comment
  • American Capital Mortgage: Waiting For The Fed To Make Its Move [View article]
    What are your thoughts on MTGEP? Thank you.
    Aug 5, 2015. 08:49 PM | Likes Like |Link to Comment
  • Vanguard Natural Resources - What You Need To Know About Q2 Earnings [View article]
    Why is VNRAP selling at such a high premium to VNRBP and VNRCP?
    Aug 5, 2015. 02:16 PM | Likes Like |Link to Comment
  • Has The Long Awaited Correction Begun? [View article]
    Bret, I believe we are getting closer to a 10% correction, especially if the FED raises in Sep. I am overweight in Healthcare. Do you have any thoughts on that sector less biotech? Thanks.
    Jul 27, 2015. 10:42 PM | Likes Like |Link to Comment
  • Update: My Key Takeaway From Arch Coal's Q4 Report [View article]
    ACI vs. ANR
    Debt/Assets: 60% vs. 35%
    Debt/EBITDA: -47 vs. 27
    Bonds selling: .26 vs. .40 cents on dollar
    I took a tax loss on ACI and ANR bonds during 2014. Now holding ANR 9.75 maturity 4-15-18. I believe ANR is financially stronger than ACI, but I may very well be wrong. I agree WLT is weakest player.
    Feb 3, 2015. 05:17 PM | 1 Like Like |Link to Comment
  • Update: Arch Coal's Q3 Earnings Report Confirms The Company Is Not Drowning [View article]
    I watch Arch Coal's bond prices to help me determine bankruptcy risk. Bonds maturing 2019-21 are currently trading $.39-.51 on a dollar with some yields above 30%.
    Oct 28, 2014. 03:39 PM | 1 Like Like |Link to Comment
  • Short Armour And Long American Capital: mREIT Pair Trade [View article]
    MTGE has definitely outperformed ARR over the past 3 months; however, more than 2X as much money is flowing into ARR as MTGE (source BigCharts).
    Apr 8, 2013. 02:35 PM | 2 Likes Like |Link to Comment
  • Avoid This Utility Giant Stock [View article]
    Check the money flow into EXC over the past 2 months, and you will see positive inflows. I am holding because I think a bottom has formed and the reduced dividend is still attractive.
    Mar 7, 2013. 06:06 PM | 1 Like Like |Link to Comment
  • Armour Residential: Strong Dividends Set To Continue [View article]
    MREITs dividends are paid out of cash reserves, not out of earnings.
    Jan 21, 2013. 05:26 PM | Likes Like |Link to Comment
  • Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
    Why does Morningstar show EXC yield at 5.21?
    Dec 1, 2012. 10:48 AM | Likes Like |Link to Comment
  • Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
    Can anyone tell me why Morningstar shows EXC yield as 5.21%?
    Dec 1, 2012. 10:46 AM | Likes Like |Link to Comment
  • Manic Monday For mREITs [View article]
    I suspect all the sell stops were executed yesterday. MReits are hugely oversold. Amazingly, money flow is still showing positive for most. I am holding CYS, AAR and REM.
    Oct 16, 2012. 01:38 PM | Likes Like |Link to Comment
  • Annaly: Reversal Of Fortune [View article]
    I sold NLY because earnings do not approach paying the dividend. Payout ratio for NLY 2010-2012 (Morningstar) is 129 and much higher beyond 2012. The important ratios for CYS, ARR, and AGNC are fine and I will continue to hold. While conventional wisdom is that a bad ecomomy will hurt PSEC, I think it may not harm PSEC, and in fact, may actually improve demand for their loan services.
    Oct 2, 2012. 10:11 PM | Likes Like |Link to Comment
  • A Fatal Attraction To REIT ETFs [View article]
    Brad, kmi,
    I am glad I asked the question because my assumption was not even close. I now understand the attractiveness of a NNN lease.
    Thank you
    Sep 26, 2012. 09:02 AM | Likes Like |Link to Comment
  • A Fatal Attraction To REIT ETFs [View article]
    Brad,
    Please define your "triple net sector."
    Thank you
    Sep 25, 2012. 11:38 AM | Likes Like |Link to Comment
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