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harv3

harv3
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  • Why I Expect The Biotech Sell-Off To Continue Into 2015 [View article]
    The Health Care Select Sector Spider/XLV, holds blue chip health care stocks across all health sectors, including 20% in the biggest biotech companies. XLVs performance numbers are a par with IBB. But, XLV offers diversity, therefore protection, from individual biotech surprises such as GILDs, where just one company's mishap hurt the whole sector. Therefore, it makes more sense to me to consider XLV rather than IBB. And, if you are really bullish on HealthCare and Biotech, you can consider the 3X leveraged version of XLV: CURE, which has way outperformed XLV and IBB. Further, investing in CURE requires one third the dollars of investing in IBB, for a comparable return.
    Finally, I recognize of course that leverage can go against you, but I have a lot of confidence in HealthCare, which all of us need or will need, and Biotech, which is a never ending quest to meet those needs. and CUREs diversity.
    I am very long CURE.
    Dec 24, 2014. 09:26 PM | 1 Like Like |Link to Comment
  • MORL January Dividend Will Result In A 24.7% Annualized Yield [View article]
    User 447425: Thanks for alerting and for the link.
    Harv3
    Dec 22, 2014. 12:22 AM | 1 Like Like |Link to Comment
  • MORL January Dividend Will Result In A 24.7% Annualized Yield [View article]
    Professor-
    Thanks as always for your in-depth analyses and the time spent compiling.

    For the past 5 years, according to Morningstar, Northstar Realty Finance Corp/NRF total return, has been very close to the top of all individual MREITs every year, which cannot be said for any other individual MREIT. Current yield 9.5%.
    Your take on NRF would be much appreciated.
    Dec 21, 2014. 07:44 PM | Likes Like |Link to Comment
  • Are MLPs Still A Good Investment? [View article]
    Feline, Despite your misgivings, MLPs have performed, still perform, and will perform. MLPs aren't tulips.
    Nov 21, 2014. 01:29 PM | 2 Likes Like |Link to Comment
  • Are MLPs Still A Good Investment? [View article]
    FELINE, despite your gloom and doom views on MLPs, note that, according to Morningstar, while MLPs total return as a group were down 38% in 2008, in 09 they were up 123%.

    Further, total returns in succeeding years were as follows: 2010+38% 2011+15% 2012+11% 2013+41% YTD+29%- no down years.
    So it seems that actual performance numbers trump theory.
    Nov 20, 2014. 09:31 PM | 2 Likes Like |Link to Comment
  • MORL November Dividend And Yield To Increase Due To AGNC Dividend Switch [View article]
    Bought more MORL today, also more NRF. NRF has even better short and long term performance numbers than MORL, but I'm heavier in MORL for its diversification, huge yield, and 2X leverage.
    Oct 30, 2014. 05:25 PM | 1 Like Like |Link to Comment
  • Biotechs are running circles around internet stocks [View news story]
    Given the confidence in biotech now and for the future, why not lever up with BIB- the 2X leveraged version of IBB. BIB over most periods outperforming every biotech stock and fund.
    And don't overlook Health Care via CURE, the 3X leveraged version of XLV. holding the major health care companies, and 20% biotech. Returns parallel BIB and also outperforming Health Care stocks and funds. I'm overweight BIB and CURE.
    Oct 26, 2014. 11:04 PM | Likes Like |Link to Comment
  • On Sale Now: Tax-Free Income Over 6% [View article]
    To Gratian and Tovj-
    Thank You for your helpful response.
    After considering the pros and cons of closed end bond funds shown by the numerous comments, and the diverging opinions, interest rate and duration uncertainty/fears, indicating little predictability, I decided that the potential returns weren't attractive enough for my purpose, which is looking for high to very high yields.
    For example, given that I can go back and look at past performance, I find more predictability, and positive, higher returns than in bond CEFs, from MLPs, BDCs and Mortgage REITs. and again, based on past performance, confidence that even if principal comes down, you have mitigation of principal loss in that you're being paid well to wait for recovery. Historic results show high total returns from MLPs, BDCs and MREITs, and no down years, for at least the past five years.
    Oct 8, 2014. 10:31 AM | Likes Like |Link to Comment
  • On Sale Now: Tax-Free Income Over 6% [View article]
    1401_Invest and Hawkeye-
    I changed my mind about buying any of the five recommended CEFs after reading your comments.
    I've done well investing in stocks, and seeking much higher returns, never invested in bonds, so I don't know much about them. Now, with all kinds of uncertainty ahead, I'd like to buy some bonds.
    After reading 1401s comments about the recommended CEFs negative distribution history, and Hawkeyes comment that the principal value of the CEF munis' will get hurt badly in a rising interest rate environment, and noting the long maturity dates of most of the recommended CEFs, and inevitable rising interest rates, I frankly would appreciate any advice on how to proceed, or not, with the CEFs.
    Thank you.
    Oct 7, 2014. 01:49 AM | Likes Like |Link to Comment
  • On Sale Now: Tax-Free Income Over 6% [View article]
    Left Banker-
    Thank You for taking the time and trouble to research your selections- not just an exercise, but actionable.
    I've been looking for conservative income buys to balance my very high yielding stocks and low/no yielding growth stocks.
    All five selections have high historical returns, including all had good returns in 2011, a bad year for the S&P, thus mitigating poor stock returns that year.
    I placed buy orders tonight for all five of your selections.
    Oct 6, 2014. 09:54 PM | 1 Like Like |Link to Comment
  • Should You Consider Adding To An Already Oversize Position In Berkshire? [View article]
    According to one of the above messages, Berkshire doesn't own any health care or biotech stocks.
    If true, that comes as a surprise to me, given those sectors great past performance, and the virtually universal belief in continuing for the long term.
    Oct 2, 2014. 04:46 PM | Likes Like |Link to Comment
  • I Agree With Yellen, Sell Biotech Right Now [View article]
    BRTHESAC, One of the hardest things for many people to do is to admit when they're wrong, unfortunately you're one of them. I understand that.

    Each of your replies is manipulated to prove your point, but numbers don't lie. You can twist and distort all you want, but it doesn't change the fact that in most calendar years BIB outperformed GILD, period. I have amply proved that in my previous messages, as any impartial person can see.
    Now that you've about given up manipulating the returns, your latest distortion is to inject Sovaldi into the picture- what next, Putin, ISIS, who knows, they may bomb BIBs headquarters- then for sure GILD would beat BIB.
    Sep 30, 2014. 12:33 PM | 1 Like Like |Link to Comment
  • I Agree With Yellen, Sell Biotech Right Now [View article]
    TO: BRTHESAC:

    BRTHESAC; "1 Year returns GILD up 72.39% BIB up 60.13%

    However, in 2013 GILD up 104% BIB up 160%

    If you're "not sure" why I wrote about 2009 returns (and 2010 returns) go back and re-read what I wrote about extrapolation, its pretty simple, but maybe hard for you to admit that making a blanket statement that GILD outperformed BIB is uh. demonstrably wrong.
    Sep 29, 2014. 11:46 PM | Likes Like |Link to Comment
  • I Agree With Yellen, Sell Biotech Right Now [View article]
    In my message to Wharton 2002, the phrase "2X IBB" should have read "IBB".
    Sep 29, 2014. 03:45 PM | Likes Like |Link to Comment
  • I Agree With Yellen, Sell Biotech Right Now [View article]
    To BRTHESAC:
    Ytd GILD is up slightly more than BIB- 3 points.. In 2013 BIB beat GILD by 55 points; In 2012 GILD beat BIB by 13 points; In 2011 BIB beat GILD by 3 ;points, and in 2010 and 2009, by extrapolation (see my previous message above), GILD was down 16% both years, while BIB, would have been up 30% both years.
    So making a blanket statement: "GILD has outperformed BIB", is demonstrably wrong.
    Sep 29, 2014. 03:31 PM | Likes Like |Link to Comment
COMMENTS STATS
132 Comments
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