Seeking Alpha

poclerk

poclerk
Send Message
View as an RSS Feed
View poclerk's Comments BY TICKER:
Latest  |  Highest rated
  • Nuveen Build America Bond Fund: A Taxable Muni Bond Closed-End Fund That Pays You To Own It [View article]
    Thanks George. Do you have any opinions on JMT and JLS, two mortgage term trusts also liquidating in 2020?
    Mar 18 10:25 AM | Likes Like |Link to Comment
  • Vanguard Natural Resources: The Best E&P MLP Just Keeps Getting Better [View article]
    I bought 400 of the new VNR preferreds and I paid $24.75 the first day it was available. The $24.20 price looks like a good deal to me and I am right about half the time.
    Mar 16 08:00 PM | 1 Like Like |Link to Comment
  • Buy Costamare For Its 5.4% Yield [View article]
    Good points. I have an oversized position in Seaspan preferreds, as well as TOO pref. A and also TNP pref. B. The preferred issues of shipping companies provide me with all the yield and ''excitement'' that I need. Now, I really appreciate this article and I have no shame in asking the author, whom I am now following, if he would take a look at Navios, symbol NM.
    Feb 25 04:31 PM | Likes Like |Link to Comment
  • Buy Costamare For Its 5.4% Yield [View article]
    Ditto. I own the preferreds.
    Feb 25 04:24 PM | Likes Like |Link to Comment
  • Buy Costamare For Its 5.4% Yield [View article]
    Ditto. I own the preferred B.
    Feb 25 04:23 PM | Likes Like |Link to Comment
  • Lessons Learned From The Boardwalk Pipeline Partners Severe Dividend Cut [View article]
    Anything can ''blow up'', and I mean anything! True diversification and asset allocation ultimately determine investment results, as opposed to individual security selection. If you like MLPs, for example, then buy a large basket. Remember what we went through with LINE.
    Feb 15 08:20 AM | Likes Like |Link to Comment
  • Faber's Ivy Portfolio: As Simple As Possible, But No Simpler [View article]
    Just asking? Are you aware of Faber's two managed ''shareholder yield'' ETFs, with the symbols SYLD and FYLD? I use these tactically in my stock allocation, and coincidentally, I just sold both yesterday because I feel that the stock market is due for a breather, but I hope to buy them back at lower prices. Faber is someone I pay attention to.
    Feb 15 08:05 AM | Likes Like |Link to Comment
  • Seaspan: An 8.3% Yield For Income Investors [View article]
    There is always risk, and frankly, I am ''scared'' of everything I buy and own. For example, with these SSW preferreds, I believe I will soon get an opportunity to sell them at a higher price, and then I will probably sell 300 and keep 100 for the income stream.
    Feb 15 07:57 AM | Likes Like |Link to Comment
  • Kite Realty: A High-Flying Retail REIT [View article]
    Thanks, Mike. I just bought the KRG preferred series A, which goes ex-dividend on 02/19/2014.
    Feb 14 03:07 PM | Likes Like |Link to Comment
  • Seaspan: An 8.3% Yield For Income Investors [View article]
    Just bought 400 SSW preferred series E at $24.99.
    Feb 14 01:46 PM | 2 Likes Like |Link to Comment
  • Seaspan: An 8.3% Yield For Income Investors [View article]
    I have been salivating over these SSW preferreds, Derrick, and I am about to pull the trigger on one of them, considering your endorsement of the company.
    Feb 13 02:18 PM | Likes Like |Link to Comment
  • Seaspan: An 8.3% Yield For Income Investors [View article]
    I, too, have been noticing these shipping company preferreds and I purchased TNP series B at around $22.00. Kraken recommended this one back in the summer at $25.00 and I am curious as to what he thinks about it now. I have owned TOO series A since it was a new issue.
    Feb 13 02:17 PM | Likes Like |Link to Comment
  • Fifth Street Senior Floating Rate's Upcoming Fiscal Q1 2014 Net Asset Value Projection [View article]
    Scott: Thank you very much for this article. I am already involved with FSC and I have been interested in learning about FSFR. Your article is very readable and very thorough and I particularly appreciate your ''buy, sell or hold'' conclusion.
    Feb 11 12:10 PM | 4 Likes Like |Link to Comment
  • Boardwalk Blows Up - $3 Billion Of Market Value Evaporates In One Day [View article]
    I am an amateur and I don't know anything but I have always wondered why all of these MLPs which are supposedly awash in all of this ''distributable cash flow'' are required by the bond market to pay such high coupons when they borrow. C-Corps with real ''free cash flow'' can borrow quite cheaply. Now I have actually done well investing/speculating in MLPs but I have never been arrogant enough to pretend to understand the accounting that allows them to pay these high distributions. When the tide goes out we will find out who is swimming naked. Maybe this BWP will lead to some kind of repricing of MLPs, perhaps like ''emerging markets'', and when there is blood in the streets we will get a great buying opportunity.
    Feb 11 06:06 AM | 2 Likes Like |Link to Comment
  • Correction Fears Are Overblown: Buy The Dip [View article]
    Doing a little buying myself, probably what the smart money is selling.
    Feb 4 10:51 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
352 Comments
247 Likes