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  • My Best Idea For 2014: Newcastle Investment, An 'Aging' REIT [View article]
    Hi Alpha,
    nice article but some of the guys have raised some legitimate concerns. Do you or anyone else have any thoughts on their preferred stocks: HCT-D at 8.37% and HCT-C at 8.05%? Safety, etc.

    Also, I am a novice and was wondering if someone could explain to me what happens when you own a preferred stock with no maturity date? Does it literally go on for ever unless it is called?
    Dec 22, 2013. 06:35 PM | Likes Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    Thanks for the program. Greatly appreciated. Food for thought: Several years ago I read an article by Jeffery Sault of Raymond James. He suggested a strategy offered by someone else for our consideration. The idea was to maintain a 50/50 balance between cash and the investment vehicle on a daily basis. Ex: 10,000 in SPY and 10,000 in cash. SPY goes up 1% giving you 10,100 in it and you rebalance to 10,050 in both. If it goes down same thing. Is it possible to see if such a strategy improve Franks strategy?

    thanks again

    Dec 10, 2013. 10:36 AM | Likes Like |Link to Comment
  • An Iconoclastic Retiree's Income Portfolio [View article]
    Hi LB,
    Food for thought. I personally spoke with Dennis Gartman a few years back and he spoke of FAX management as being exceptional! Got in at about 5.50 and out at 7.25. Not smart enough to get out at the top but still did ok. Question is whether to get back into it now or wait a little longer.

    Can I ask a question as to whether you initiated a position in OIA recently? Almost forgot, what an interesting thought provoking article! Thank you
    Dec 10, 2013. 12:02 AM | Likes Like |Link to Comment
  • Tax-Free 8% Yields? Check Out Bargain-Price Muni Bond CEFs [View article]
    Great article Left Banker. I've just started reading your articles and am very impressed with the way you present the information. I have a question for you. Did you initiate a long position in OIA?

    Also, at what minimal discount to NAV should I look to get before I consider initiating a position in LEO.

    Thanks again for sharing your insight.

    Dec 8, 2013. 09:40 PM | Likes Like |Link to Comment
  • A Global Market Rotation Strategy With An Annual Performance Of 41.4% Since 2003 [View article]
    Hi Frank
    What a great article and your follow-ups are greatly appreciated.
    I'm still a little confused on the starting date for figuring out which ETF has the best total return for the last three months. Should I use a starting date of August 30th and the closing prices as of August 30th or use the starting date of Sept. 2nd and the closing prices of Sept. 2nd. with the ending date of Nov. 29th?

    Actually, I'm using which gives me the option of using results for the last 3 months. Is that time period accurate enough? Thank you for your patience with the ones that don't have any experience with this stuff.

    Dec 7, 2013. 08:57 PM | Likes Like |Link to Comment
  • eBay Is On Fire [View article]
    Just for your information. These articles are not written for free. He gets paid for every hit. And, he is a good writer, which means he gets a LOT of hits. There's your investing tip for the day! Write some good articles instead of being so critical.
    Jul 22, 2012. 07:34 AM | 1 Like Like |Link to Comment
  • Navios Partners' Tempting 10.9% Dividend [View article]

    In poker we have a saying: "money saved is money earned". These types of articles, while not buy recommendations, are greatly appreciated also. Do you have an opinion on ALSK. I unfortunately purchased ALSK at about $8 a share. It is currently trading at $2 and change and paying a 7 plus percent dividend. Would you buy into this company at current prices or avoid this stock.

    Thanks again for the article.
    Jan 18, 2012. 12:44 AM | 1 Like Like |Link to Comment
  • The Gold Vs. Silver Dilemma [View article]
    May I ask why you prefer GLD over IAU? GLD expenses are .40 and IAU expenses are .25. They track exactly the same. Also, can you suggest a reputable place or two where you can buy physical silver coins?
    Oct 31, 2011. 06:22 AM | Likes Like |Link to Comment
  • Quick Ideas To Prepare Portfolios For Operation Twist Impact [View article]
    Hey Todd,

    Getting started with three good books will save me so much time and money on bad books. Thanks.
    Sep 25, 2011. 11:43 PM | 1 Like Like |Link to Comment
  • Quick Ideas To Prepare Portfolios For Operation Twist Impact [View article]
    Hi Todd,

    Excellent commentary. How much should you hedge your portfolio? 50% long and 50% short?

    Also, as a follow-up to Barbaralefty's question on SH, when I compared the last two years between SH and the S+P 500, the and S+P would have gained about 8% and SH would have lost about 17%. Over the last five years the S+P would have lost about 15% and SH would have lost about 30%. Even though SH is an inverse fund it lost more money then the S+P. How is that possible? If I had used SH as a hedged shouldn't I expect SH to have been plus 15%. I used Yahoo Finance for a comparison.

    I look forward to your reply and all your future articles. Keep up the good work.
    Sep 24, 2011. 06:40 AM | 1 Like Like |Link to Comment
  • mREIT Investors Should Prosper With FOMC Actions [View article]
    Hi Todd,

    Sorry, I didn't mean to put you on the spot.
    Sep 22, 2011. 05:27 AM | Likes Like |Link to Comment
  • mREIT Investors Should Prosper With FOMC Actions [View article]
    Hi Todd,

    First timer and trying to learn how to invest on my own. Would you mind sharing the names of any of the foreign investments that you own or would recommend? Also, what percentage of your portfolio is invested in gold? If you didn't own any gold currently would you buy gold at it's current price and at the current allocation you have now. If no, what would it have to drop to for you to buy it.

    Great article

    Sep 20, 2011. 11:34 PM | 1 Like Like |Link to Comment
  • Weakening Leading Indicators Are Bullish for Mortgage REITs [View article]
    I'm new to this area of investing, so I really appreciate this article. Would you mind expanding on your comment about keeping a close eye on interest rates if invested in this space. Exactly, what would make you sell/reduce your positions in MFA and NLY. Also, how much of the yield is return of capital form MFA or NLY?
    Jul 10, 2011. 08:14 AM | Likes Like |Link to Comment
  • 3 American Oil Company Royalty Income Trusts Worth Looking At [View article]
    "unrelated business income". This a new term to me. Can anyone explain how this is a problem in an IRA? Is this a problem in a Roth IRA where you never pay taxes?

    Mar 13, 2011. 09:51 AM | Likes Like |Link to Comment
  • How to Analyze Dividend Stocks Using Levered Free Cash Flow [View article]

    I found your comment about considering the dividend as a percentage of free cash flow to be very interesting. The problem for me is that I'm really a very new investor and wasn't able to figure out how to come up with that number. So, would you mind doing a little hand holding and walk a novice through the process in detail?
    Feb 22, 2011. 09:05 AM | Likes Like |Link to Comment