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poclerk

poclerk
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  • Investors pulling the plug on utilities as Treasury yields rise [View news story]
    Today, March 6th, is the day to buy your favorite utility vehicle (ETF, mutual fund, closed end fund, whatever). I am a Vanguard guy so I bought VPU, commission free, a new position, and I will probably on it for a long time.
    Mar 6, 2015. 02:11 PM | Likes Like |Link to Comment
  • Beware Of Convertible Bond Funds [View article]
    This is from SEC filings, detailing beneficial ownership in AGC;
    Tony Huang, portfolio manager and director, bought 10,000 shares on Jan. 15, 2015, at $6.27
    Gerald Seizert, director, owns 38,453 shares
    Other portfolio managers, such as Latronica and Maitland, also have ''skin in the game
    For what its worth, these guys are willing to eat their own cooking
    Feb 23, 2015. 05:46 AM | 1 Like Like |Link to Comment
  • At the close [View news story]
    I can digest the Fed, the ECB, the Euro, Greece, Russia, oil, etc., even the 50 day moving average, but I read today that the hemlines on skirts this Spring will be about one inch longer, so I am selling everything and putting my money in, well, you know, let me get back to you later.
    Jan 5, 2015. 04:55 PM | 4 Likes Like |Link to Comment
  • Added To China Fund [View article]
    You are absolutely correct when you view this security as something to be traded; i.e., when the discount is wide you buy and when the discount is narrow you sell. This wide/narrow criterion is usually referred to as the ''z-statistic'', and is provided daily on Morningstar. I wish Meb Faber and the people at Cambria would launch a ''wide z-statistic CEF'' that is adjusted daily.
    Dec 31, 2014. 12:04 PM | Likes Like |Link to Comment
  • Equity CEFs: Will 2015 Be The Year Of The Rotation? [View article]
    Doug: Thank you, thank you, thank you! I cleaned up on JLA. But even more important, going forward, before reading this article, I already had established positions in UTF, SCD, and GNT, for the same reasons you discussed. And, damn it, the next thing I buy will be GRX. Now, the fact that you publish infrequently actually gives your articles more credibility. Some Seeking Alpha authors publish daily; they seem to have an opinion on everything. Hell, they could advise Kim Kardashian on what to wear to the ''Awards''. You always give us actionable suggestions, specific symbols, etc. where we should do our own due diligence before investing. You provide, pro bono, education but not hand holding.
    Dec 29, 2014. 02:23 PM | 5 Likes Like |Link to Comment
  • Wild Ride For OXLC  [View instapost]
    Steve: I can't wait to see your quarterly update at year's end; this is proving to be a very volatile final 3 months.
    Dec 16, 2014. 04:22 PM | Likes Like |Link to Comment
  • Hedging Windfall Potential For Vanguard Natural Resources [View article]
    Chris: Thank you very much for your answer and I am going to follow you.
    Dec 5, 2014. 05:01 AM | Likes Like |Link to Comment
  • Hedging Windfall Potential For Vanguard Natural Resources [View article]
    What about VNR and natural gas?
    Dec 4, 2014. 02:20 PM | Likes Like |Link to Comment
  • Hedging Windfall Potential For Vanguard Natural Resources [View article]
    CORRECTION: The symbol should be VNRPB and the actual price I sold my shares for on June 27th is $24.87. Sorry for the inaccuracies.
    Dec 4, 2014. 02:18 PM | 1 Like Like |Link to Comment
  • Hedging Windfall Potential For Vanguard Natural Resources [View article]
    Well, I am the dumbest guy in the room but I just bought back the VNR preferred stock that I sold earlier in the year at $25 per share. Today I paid $19.82. When I sold on June 27th, 2014 (such a long time ago) VNR was a ''blue chip'' MLP and nothing could go wrong. Today, VNR seems to have a dismal future. In late June of 2014 (such a long time ago) many pundits loved VNR, but today VNR is almost friendless. It used to be a ''value stock'' but today it is a reckless speculation. I would really like to know what the 'smart money'' is doing, but the dumbest guy in the room is long VNRBP.
    Dec 4, 2014. 01:52 PM | 1 Like Like |Link to Comment
  • Fifth Street Senior Floating Rate's Upcoming Fiscal Q4 2014 Net Asset Value Projection [View article]
    Scott: You might be the smartest author on SeekingAlpha; I know I am in awe of your articles. But why is it so hard for you to give us something we can use? What do you do with your money? You say you are ''long'' FSC but not yet FSFR. Well, is all of your personal wealth in FSC? No, of course not. Why won't you tell us what you do with your money? Hell, I could give you a 25 page article on the novels of Henry James, but where is the ''trade''. I beg of you, give us something we can use.
    Dec 4, 2014. 11:55 AM | 4 Likes Like |Link to Comment
  • Energy rout roughs up high-yield complex [View news story]
    Buy, sell, or hold? Give me something I can use.
    Dec 3, 2014. 04:11 PM | 1 Like Like |Link to Comment
  • Eagle Rock: With A Yield Over 10%, This Well Hedged MLP Is Worth Much More Than $3 [View article]
    I don't have an opinion on EROC but I just started following BOBDBUS because he is a lot smarter than I am.
    Dec 3, 2014. 03:27 PM | Likes Like |Link to Comment
  • 2 Notes: Crude Oil And Bonds [View article]
    I appreciate your article, as both bonds and oil figure importantly in my portfolio.
    Dec 2, 2014. 02:45 PM | Likes Like |Link to Comment
  • Crude Oil: Where Do We Go From Here? [View article]
    I am the stupidest guy in the room and no one should listen to me. When I filled up the Tacoma this morning I didn't fill it with grass clippings or algae. After the morning workout where I bench pressed 160lbs (I am 66 yrs old and weigh 158lbs) I started to work, methodically, on a 12pak of BudLight (we must watch our weight). Well, I got some good advice from Seeking Alpha and started buying what the sober, highly intelligent people were dumping, things like MTZ and FTK and even PNR, a company that has raised its dividend 37 consecutiVe years but was trading down 9%. Well, I lost my train of thought, but I sure had fun today, and I also bought KMF and EMO and AMZA.
    Dec 1, 2014. 03:12 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
423 Comments
370 Likes