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Guardian3981

Guardian3981
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  • 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 | 15 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
  • I Would Avoid Pioneer High Income Trust At The Present Time [View article]
    I have owned PHT for about 4 years, it has been rather good to me.

    PHT to me performed pretty well for its intended purpose until the last half year or so. The NAV erosion in the timeframe is what concerns me the most. I believe the oil decline and interest rate decline both worked to its disadvantage. If these issues reverse the fund may recover some NAV.

    The "floor" for over 5 years seem to be around 16-16.50. That said a new lower floor may eventually emerge of NAV remains depressed.

    I am cautiously holding for now. I still think at the current price even buying is still not a bad idea. Even if the distribution is cut a cent (which would be more in line with NII trend) the yield would still be north of 10%.

    I think a lot of the "bad" is priced in already at these levels. I would be surprised if it remains below 17 for any length of time, every time it does it comes back over 17.
    Jan 23, 2015. 02:45 PM | 3 Likes Like |Link to Comment
  • Memo To Prospect Capital Corporation's Potential Investors: Why I'm Long [View article]
    "now, given that I live in Greece"

    All I need to know....
    Jan 21, 2015. 08:18 PM | 7 Likes Like |Link to Comment
  • Why The USD Has Been Rallying And Why It Could Soon Stop [View article]
    Euro easing will only lower value of Euro....
    Jan 15, 2015. 08:45 PM | 1 Like Like |Link to Comment
  • 4 Reasons Why Democrats' Financial Transaction Tax Is A Terrible Idea [View article]
    kappaseek

    Yes, increasing transaction costs is always a great idea for economic prosperity!

    I also think this could damage dividend growth investors. Would DRIP be taxed?
    Jan 15, 2015. 11:56 AM | Likes Like |Link to Comment
  • Boom Goes The Dynamite: Oil's Price Crash Is Going To Rip The Global Economy To Shreds [View article]
    People need to realize that if less is spent on gas and more spent elsewhere its just a wash, moving money from one place to another.

    The true way the economy improves is with increased productivity, and the oil sector was experiencing that.
    Jan 13, 2015. 07:51 PM | 5 Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 5 [View article]
    gawilley

    Buffet often says invest in what you know. What do insiders know better then their own business?

    I value significant insider trends alot, reason is I feel as a whole US executives interests are not in line with that of shareholders. Most executives hardly ever actually buy their company stock. Most simply milk out stock options.
    Jan 13, 2015. 04:15 PM | 2 Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 5 [View article]
    There was one insider who sold a sizable chunk of shares in MAIN. However any halfway knowledgeable investor knows that insiders can sell for many reasons but only buy for one. You claim Buzz failed to mention this insider sell, well that may be true but you in your bashing (in your link) fail to mention the fact that a dozen insiders buy the stock every single month regardless of its price.

    When it comes to insiders, look at the trend, not isolated incidents.

    There have been issues I do not agree fully with Buzz on, but everyone has their opinion, articles are just that, an opinion.

    Emerson felt reading should not be used to make the man, but only to inspire him.

    Buzz articles if anything inspired me into the BDC space which I am grateful.
    Jan 13, 2015. 01:14 PM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Oil Extends Drop, Falls Below $45 [View article]
    President will simply veto every republican idea. That's what we pay him for I guess. He claims he wants to represent people yet does not recognize the people voted for the republicans in congress.
    Jan 13, 2015. 08:59 AM | 11 Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 5 [View article]
    Buzz,

    Institutional investor generally favor highly liquid larger market cap securities which MAIN isn't. A secondary consideration may be that high inside ownership of MAIN could act as a roadblock for institutional investors to exert more influence on the board if desired.
    Jan 12, 2015. 02:20 PM | Likes Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 4 [View article]
    I think I read somewhere that FSC has the highest expenses to the external manager on a per share basis then anyone. That probably is an exaggeration but its probably quite high.

    The problem I see for alot of BDCs that are external is if you break down the expenses they usually are materially higher then a high yield bon CEF (and CEFs are known for their expenses!). Now granted I understand that unlike CEFs BDCs not only hold paper but also help with management expertise, but how much is that really worth? That's the hard part to figure out.
    Jan 10, 2015. 10:43 AM | Likes Like |Link to Comment
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