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VeroMike

VeroMike
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  • 3 Reasons To Buy Himax After Another Plunge [View article]
    In June was in the high $5 range. Sold some at $9.65 and the rest today at $7.94
    Will start buying in the low $6.00 range.
    Oct 22, 2014. 01:59 PM | 4 Likes Like |Link to Comment
  • Main Street Capital: BDC Dividend Coverage Part 17 [View article]
    I am still holding MAIN, TCPC, & HTGC.

    I have a 4-8% loss on cost, however two years of dividends still leaves me with approx 6% dividend coverage.

    I expect these stocks will return to more normal pricing, even with high Price/NAV of these stocks.
    Oct 21, 2014. 08:21 AM | Likes Like |Link to Comment
  • Oversold, 13.4% Dividend Breitburn Energy Is A Bargain On This Dip [View article]
    I own BBEP since 2012 at 18.02; sold some around 20 a couple of months ago.
    Bought on 10/7 at 18.27 and again at 13.88 today. (Thought $18 was the bottom!!)
    This is in an IRA and it is currently my largest position, 10% of total holdings.
    With dividends and price fluctuations I had a 22% gain on previous buys and sells.
    There prices are hedged at $94 for oil and similarly for NG.
    I expect recovery to $20.00 by years end because this is grossly oversold..
    Oct 14, 2014. 02:25 PM | 3 Likes Like |Link to Comment
  • BDC Earnings Preview For Q3 2014: Part 1 [View article]
    Thanks Buzz for the article.
    I am still holding MAIN, FSC and TCPC for the dividends in my IRA.
    About 5% total in each.
    They have each lost at least 10% in the last few months.
    Looking at charts I believe they have bottomed out.
    Oct 5, 2014. 11:18 AM | 3 Likes Like |Link to Comment
  • If Annaly Is For Suckers, I Plead Guilty [View article]
    I purchased this stock in 2011 at $18.00 and $17.73
    It has slid down to $10.00 and has is now back up to $11.82
    With that slide when I finally sold my shares I broke even because of the dividends.
    So I wonder why you are happy with your position and paying a CEO $30 million?
    I also had a similar experience with AGNC.
    Sep 7, 2014. 08:18 AM | 1 Like Like |Link to Comment
  • Using Secondaries For Profit And Yield [View article]
    Brett,

    I looked into buying CPLP and stopped when I saw the earnings have not covered the dividend for several years back. Comment?
    Sep 5, 2014. 10:25 AM | Likes Like |Link to Comment
  • ClubCorp Is A Consolidator That Could Add Distance To Your Game [View article]
    I would not touch anything with Trump involved.
    I lived in Tampa and some local investors were going to build a condo tower in downtown alongside the Hillsborough River.
    "On May 30, 2007, Donald Trump demanded his name be removed from the project, and sued the developers for over $1 million in unpaid license fees for the use of the Trump name. On the same day, the phone at the developer's office was listed as disconnected."
    He had already been paid over $1 million for use of his name.
    A large number of projects just have his name attached for a fee.
    As for the golf courses they charge an average fee over $200 a round.
    I think he is heading for trouble since these fees are exorbitant.
    Sep 2, 2014. 08:23 AM | 2 Likes Like |Link to Comment
  • Breitburn Energy Partners: A Hidden Small-Cap MLP Gem Offering A 9% Yield [View article]
    I have owned BBEP since early 2012. It has been in a $18-22 channel most of the time.
    I sold 2/3 rd's of my position at $23 since it came down due to the QRE announcement and falling oil prices.
    I am retired and like the monthly dividend, but I had a 25% gain and did not want to see it vanish.
    Will add to my position if we see weakness around $20.00
    This is a great stock for retirees.
    Aug 24, 2014. 04:35 PM | 2 Likes Like |Link to Comment
  • 10% To 27% Upsides Jolt 5 Monthly Pay Dividend Dogs In Mid-August [View article]
    Royalty Trust ROYT is down due to a pending ballot which jeopardizes its business.
    Aug 20, 2014. 09:03 AM | 1 Like Like |Link to Comment
  • Unrecognized Quality Presents 48% Upside At Brixmor Properties [View article]
    One year old and a secondary offering?
    If that continues to dilute shares, I am staying away.
    Aug 12, 2014. 09:42 AM | Likes Like |Link to Comment
  • Junk Bond Funds Offer The Most Attractive Yield For Investors: A Look At The Western Asset High Income Fund II [View article]
    It shows the last 12 months all Income.
    Aug 11, 2014. 01:41 PM | Likes Like |Link to Comment
  • Nobody Does It Better Than Kimco, I Feel Sad For The Rest [View article]
    I usually agree with your premises and have followed several of your suggestions after due diligence.
    I wrote a comment about JCP about two years ago pointing out that most of the shopping malls in Florida that I have visited infrequently are devoid of shoppers and have a large percentage of empty stores.
    People visit the stores and then purchase at large discounts online.
    I am staying away from any REIT that specializes in Malls.
    Aug 11, 2014. 08:40 AM | 6 Likes Like |Link to Comment
  • Main Street Is Too Expensive [View article]
    If you were retired you would realise what a good stock this is.
    Monthly dividend and slow capital appreciation.
    It is selling at a high multiple compared to NAV because it performs.
    LOng MAIN.
    Aug 8, 2014. 10:40 AM | 7 Likes Like |Link to Comment
  • Total Return BDC Portfolios For Q3 2014 [View article]
    I sold my ARCC today, I had a $44 capital loss on a $10,000 investment, but about a 10% gain a year for the last two years on dividends. Too many negative reports today.
    Will buy back in the low $16 range.
    I should have sold when it hit $18, oh well.
    Aug 5, 2014. 01:20 PM | 2 Likes Like |Link to Comment
  • Closing The EXG-ETW Pairs Trade [View article]
    I added EXG but did not sell my ETW after reading your article, they both pay a solid dividend.
    Trouble is EXG is down from $10.26 to $10.03 today.

    I am keeping for the dividend, but I don't see how you ended up with a gain.
    Aug 5, 2014. 11:23 AM | Likes Like |Link to Comment
COMMENTS STATS
244 Comments
348 Likes