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Mktneutralhedger

Mktneutralhedger
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  • So Undervalued, They're Golden [View article]
    Correlation between gold and gold miners has lately been quite elusive. Some say gold miners have started outperforming due to a long period of underperformance that brought prices of stocks at levels too low vs physical. It might be due to the fact that companies are finally using sensible policies to control costs.
    Sep 19 10:57 AM | Likes Like |Link to Comment
  • So Undervalued, They're Golden [View article]
    I can't believe gold is down again today. With zero interest rates still there for some time, qe in Europe coming and money pumping by PBOC (not to mention Jap). This is ridiculous. They are trying to steal real assets away from weak hands but I won't give up.
    Sep 17 06:16 PM | 13 Likes Like |Link to Comment
  • MVC Capital: A Business Development CEF With Good Sponsorship [View article]
    I noticed that, just a small amount but hopefully a sign of interest. Also the senior bond MVCB looks interesting before dividend @$25.25.
    Sep 17 03:18 PM | Likes Like |Link to Comment
  • MVC Capital: A Business Development CEF With Good Sponsorship [View article]
    NAV has been marked down bringing the stock price with it. Buying opportunity?
    Sep 17 01:54 PM | Likes Like |Link to Comment
  • Senior Debt Yielding Over 7% [View article]
    Very large discount in the equity and good entry-point for the bond. Still bullish?
    Sep 17 01:49 PM | Likes Like |Link to Comment
  • Medley Capital: BDC Risk Profiles [View article]
    Thanks for the new piece. Full of precious infos as well. I was checking different BDCs. MVC is trading at a large discount to nav. It looks like a great buying opportunity, do you have any view on that and the reaons behind the recent deep sell-off?
    Sep 17 01:34 PM | Likes Like |Link to Comment
  • Time Warner's Triple Play Package: The Multi-Bidder Contest For Time Warner Cable [View article]
    Glad to see that ....my puts with strike @$135 sold @$14 reached $9.30. I should have sold more but I did not like the large bid/ask spread. I am impressed by the fact the stock is behaving well when the general market is weak.
    Sep 15 08:40 AM | Likes Like |Link to Comment
  • Gold Actually Thrives In Rising-Rate Environments [View article]
    I like gold, as a contrarian and for the long-term.
    Problem is lots of investors who bought when it was in fashion and then got bruised in the Spring of 2013 left the table. Now only traders are active in the market and technicals dictate each move.
    I am patiently accumulating and I will buy much more in case of a drop towards miners' all-in-sustaining costs ($1082 estimated for 2013).
    Another smart way get paid while waiting is selling OTM puts on the small miners ETF (NYSEARCA:GDXJ). It had lots of inflows this year while the physical gold Etfs suffered redemptions.
    Aug 23 08:16 AM | 3 Likes Like |Link to Comment
  • MagnaChip: Very Attractive Risk-Reward - 58% Upside With Little Downside [View article]
    bid/ask price 97.75/97.875 today ...that means over 7% ytm. I think it might fall a bit more and I'll grab some. Reward starts to be interesting vs risk.
    Aug 22 01:13 PM | Likes Like |Link to Comment
  • The High-Yield BDC Portfolio For Q3 2014 [View article]
    At $12.70 in line with book value it is a screaming buy in my opinion. Naturally we have to consider Mr Market too that looks very overbought at the moment after many days of relentless rise.
    Aug 21 08:18 AM | Likes Like |Link to Comment
  • The High-Yield BDC Portfolio For Q3 2014 [View article]
    What about new BDCs like TSLX and CPTA?
    Aug 19 03:56 PM | Likes Like |Link to Comment
  • Scientific Games: This Equity Stub Has Significant Upside In The Making [View article]
    Since it's all about leverage and long-term synergies I am long the bond SGMS 6.25% due 2020. I will get a ytm of around 9% provided no Chapter 11 (event that looks remote considering the large equity holding held by Perelman). It seems an investment with a balanced risk/reward.
    Aug 15 02:31 PM | Likes Like |Link to Comment
  • Energy XXI: Potential 33% Upside After EPL Acquisition [View article]
    It doesn't stop falling...oil down or up, market up or down. Is there a floor for the price?
    Aug 15 01:29 PM | Likes Like |Link to Comment
  • Zacks' Bull Of The Day: Red Robin Gourmet Burgers [View article]
    After the severe haircut (-20%) is it the right time to jump on the stock?
    Aug 14 10:46 AM | Likes Like |Link to Comment
  • 10 Busy Development Dogs Spawn 7.8% To 17.3% July Upsides [View article]
    As far as I know, KKR and BX are not BDC.
    Aug 13 06:03 PM | Likes Like |Link to Comment
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