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Guardian3981

Guardian3981
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  • Dividend Reductions For BDCs In 2015? [View article]
    I often consider SUNS as well. It doesn't cover dividend. But at current price even if dividend were to be cut to earnings the yield would still be attractive for the relatively low risk portfolio. For an external BDC, its also on the lower end for expenses as well.
    Feb 27, 2015. 11:47 AM | Likes Like |Link to Comment
  • Dividend Reductions For BDCs In 2015? [View article]
    I anticipate fear of rate increases to negatively influence BDC prices for the short term. IN the medium term how their results are impacted will ultimately direct prices.
    Feb 24, 2015. 09:14 AM | Likes Like |Link to Comment
  • BDC Expenses Vs. Portfolio Yield [View article]
    Thanks.

    There is a theory that in the long run its difficult to outperform from a top line perspective however its more conceivable to outperform from a cost perspective. This is likely because its relatively easy in the longer run to figure out what competitors are doing to get revenue. However due to the nature of greed, its more difficult in the longer run to keep expenses down. Most companies who fail due so because of expenses/debt not lack of revenue.
    Feb 24, 2015. 09:07 AM | 1 Like Like |Link to Comment
  • 10 Reasons Why UTG Is Worth A Look [View article]
    Based on cefconnect, 11 out of the 15 cents monthly distributions for the last several months has been "long gain."

    What happens to the dividend when the bull market ends?

    Since the fund is dominated by retail, if the dividend is cut you can guarantee the stock price will go down.

    I think UTG overall is pretty good for a CEF (I don't like cefs for the most part) but I think one is better off investing in an etf like SCHD (which contains some of UTGs names such as Ver/AT&T.
    Feb 19, 2015. 05:56 PM | Likes Like |Link to Comment
  • Amazon.com Will Be Facing Much Higher Shipping Costs Even With Lower Crude [View article]
    What I do know is that the owners of my local grocery store chain Wegmans and Tops both are very profitable while most products even the non perishable ones are now cheaper then amazon.

    Most people use (or did use) online simply to save money, not as much for convenience. In fact I would argue alot of people (like seniors) actually like to go out shopping to be social.
    Feb 19, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • Amazon.com Will Be Facing Much Higher Shipping Costs Even With Lower Crude [View article]
    FedEx and UPS will dig their own grave if they continue to raise prices materially every year. It has already gotten to a point where buying things at a local store is now similar or even cheaper then buying online when factoring in the shipping cost.

    For example. I used to buy a brand of coconut oil on amazon I liked. However the price of the product has went up like 6 dollars the last 2 years while the price at my local grocery store has stayed the same to the point its cheaper. That tells me the product itself isn't much more expensive, amazon just raised the price to buffer the shipping increase.

    What does FedEx and UPS think will happen to their business if people start reverting back to buying more in brick and mortar?

    Not to mention the whole drone potential.
    Feb 19, 2015. 08:52 AM | 1 Like Like |Link to Comment
  • Higher-Priced BDCs Continue To Deliver Higher Returns [View article]
    I bought more main when it was 27.50 back in October. I wanted to by more when it was 28 not too long ago but I am already way overweight. MAIN is only non fund/etf that I own.
    Feb 16, 2015. 06:19 PM | 1 Like Like |Link to Comment
  • BDC Performance Since 2013 [View article]
    Yes, FSC has the highest management expenses in the industry and just told shareholders why, wait what?
    Feb 9, 2015. 09:11 AM | Likes Like |Link to Comment
  • I Would Avoid Pioneer High Income Trust At The Present Time [View article]
    I should of listened to this article and my own calculations/beliefs and sold a week ago where I would of still been in profit territory, my avg cost on shares is 16.60 which for years was pretty low. With dividends I probably am about even right now...

    I do have cautious optimism though, even with the dividend cut the current yield is north of 10%, which beats most other funds handily. If oil prices recover then the NAV will likely appreciate. PHT has good management, the last conference call they even admitted the div would probably need to be cut in the next year sometime. I was expecting more toward the summer but they may want to get ahead of the curve.
    Feb 7, 2015. 10:01 AM | Likes Like |Link to Comment
  • Prospect Capital: I Don't Care About A Sequential NAV Decline, I Am A Buyer Today [View article]
    PSEC is nothing but a tool to enrich its managers. If you plot it versus the S&P 500 on yahoo charts it loses not just by a small amount but a very large margin.
    Feb 5, 2015. 10:40 AM | 4 Likes Like |Link to Comment
  • Sorry Big Mac, It's Going To Take Plenty More To Change This Company [View article]
    Nobody has the degree of logistics, real estate, and economies of scale as McD in this sector. Be greedy when others are fearful. They are in a slump, but they will turn things around just like Dominoes did.
    Jan 30, 2015. 11:36 AM | 16 Likes Like |Link to Comment
  • Bill Gross: Games People Play [View article]
    Too much blame is given to the Fed when its really poor fiscal policy and leadership that has been a drag to the country.

    There are some cities in this country it takes well over a year just to get a building permit. Or how about the keystone pipeline that is under "study" before it can be approved for what over 5 years now?

    Real leaders take risks, our leaders take no risks. They want to paint a false utopian picture to win the masses of voters when this charade is causing underlying weakness.
    Jan 29, 2015. 09:22 AM | 36 Likes Like |Link to Comment
  • Tall order for new McDonald's CEO [View news story]
    The only issue to me that started sinking MCD is their prices are less of a value relative to peers compared to years ago.

    MCD will be another victim of socialism. Workers protest for doubling of their wage meanwhile the company is actually losing sales. I bet most of the people protesting don't even know their own company's earnings. Too much time on the ipod (apple record quarter btw) and not enough time actually bettering oneself.
    Jan 29, 2015. 08:56 AM | 1 Like Like |Link to Comment
  • Prospect Capital: Oil, Energy And CLO Exposure [View article]
    mattgru

    Great points. Some companies use nice charts and growth figures to entice naïve investors who don't consider actual per share figures.
    Jan 29, 2015. 08:48 AM | 5 Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    I am no energy expert but I really don't get the Saudis approach.

    Sure, if you drive price down enough it may cause some Shale companies to trim operations or go out of business all together.

    But even if this happens, sooner or later price would rise again enticing production ramp up again. That's just economics, and in the US there is no shortage of capital looking to get a return.

    The only way the Saudis would be able to perm halt US shale is if the US banned it, which I don't see happening.
    Jan 26, 2015. 01:36 PM | Likes Like |Link to Comment
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