Jeffrey Gall's Comments Jeffrey Gall's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/608354/comments Why It's Time To Sell Baytex Energy And Consider These 3 Alternatives http://seekingalpha.com/article/1326391/comments?source=feed#comment-17886781 17886781 Sat, 20 Apr 2013 22:23:24 -0400 3 Business Development Companies: The Good, The Bad, And The Maybe? Part 1 http://seekingalpha.com/article/1128111/comments?source=feed#comment-14083721 14083721 Thu, 24 Jan 2013 00:38:34 -0500 Armour Residential: Strong Dividends Set To Continue http://seekingalpha.com/article/1122811/comments?source=feed#comment-13987121 13987121 Mon, 21 Jan 2013 20:27:23 -0500 Time For A BDC Swap: One Stock To Sell And Another To Buy http://seekingalpha.com/article/1069041/comments?source=feed#comment-13394461 13394461 Mon, 07 Jan 2013 10:51:21 -0500 High Probability Of A Special Dividend Or Dividend Increase From Prospect Capital http://seekingalpha.com/article/843121/comments?source=feed#comment-12357351 12357351 Fri, 07 Dec 2012 09:44:51 -0500 Annaly Capital - The Slippery Slope Continues http://seekingalpha.com/article/1010491/comments?source=feed#comment-11639721 11639721 Thu, 15 Nov 2012 10:39:43 -0500 Are The Companies In Prospect Capital's Portfolio Healthy? http://seekingalpha.com/article/1000141/comments?source=feed#comment-11513511 11513511 Mon, 12 Nov 2012 14:23:10 -0500 Why Gladstone Capital Is A Short Candidate http://seekingalpha.com/article/816601/comments?source=feed#comment-9184061 9184061 Fri, 07 Sep 2012 10:33:40 -0400 Gladstone Capital: 3 Reasons To Buy This $8 Stock With A 10% Yield http://seekingalpha.com/article/851591/comments?source=feed#comment-9170381 9170381
How can you say they have solid portfolio companies? Chinese Yellow Pages? That's a good business model. They have 5 or 6 companies valued at 30-50 cents on the dollar that are currently generating income. You tout BAS broadcasing - their debt is valued at 30 cents on the dollar. This company won't be diversifying their portfolio for long when it goes on non-accrual.

Do your homework before you pump garbage stocks such as GLAD. See here and here for reference:

http://seekingalpha.co...

http://seekingalpha.co...]]> Fri, 07 Sep 2012 00:17:54 -0400
How can you say they have solid portfolio companies? Chinese Yellow Pages? That's a good business model. They have 5 or 6 companies valued at 30-50 cents on the dollar that are currently generating income. You tout BAS broadcasing - their debt is valued at 30 cents on the dollar. This company won't be diversifying their portfolio for long when it goes on non-accrual.

Do your homework before you pump garbage stocks such as GLAD. See here and here for reference:

http://seekingalpha.co...

http://seekingalpha.co...]]> Armour Residential REIT Will Maintain A Big Dividend Through 2014 http://seekingalpha.com/article/816711/comments?source=feed#comment-8572611 8572611 Mon, 20 Aug 2012 09:14:40 -0400 Why I Would Avoid Gladstone Capital: Q1 2012 Earnings Breakdown http://seekingalpha.com/article/566041/comments?source=feed#comment-8437101 8437101
Jeff]]> Wed, 15 Aug 2012 16:15:52 -0400
Jeff]]> The Consequences Of Prospect Capital's Secondary Offering http://seekingalpha.com/article/717961/comments?source=feed#comment-7337111 7337111
Questions to ask:

Is PSEC growing book value? Ans: Yes. Check out the NAV movement the last 5 quarters.

Is PSEC covering its divies with NII? Yes. Check out the latest earnings release for this piece of info.

They havent written down an investment in something like 2+ years. The fact that they can price this SPO above the most recent book value is a positive in that it increases book value on a per share basis.

My cardinal rule for buying BDCs is make sure to buy at or below NAV. I always keep some powder dry for drops below NAV. By holding and reinvesting the divies, you can easily outperform the market.]]> Thu, 12 Jul 2012 20:48:20 -0400
Questions to ask:

Is PSEC growing book value? Ans: Yes. Check out the NAV movement the last 5 quarters.

Is PSEC covering its divies with NII? Yes. Check out the latest earnings release for this piece of info.

They havent written down an investment in something like 2+ years. The fact that they can price this SPO above the most recent book value is a positive in that it increases book value on a per share basis.

My cardinal rule for buying BDCs is make sure to buy at or below NAV. I always keep some powder dry for drops below NAV. By holding and reinvesting the divies, you can easily outperform the market.]]> High Yield Canadian Oil And Gas Dividend Cuts Are Looming http://seekingalpha.com/article/682471/comments?source=feed#comment-6787571 6787571 Mon, 25 Jun 2012 20:58:58 -0400 Is The Enerplus Dividend Sustainable? http://seekingalpha.com/article/547281/comments?source=feed#comment-6362761 6362761 Tue, 12 Jun 2012 21:40:13 -0400 Preferred CEF Showdown, Part 1: Flaherty & Crumrine - My Top Pick http://seekingalpha.com/article/379501/comments?source=feed#comment-3770731 3770731 Fri, 23 Mar 2012 17:15:25 -0400 mREITs' Golden Era Is Over - Part I http://seekingalpha.com/article/381451/comments?source=feed#comment-2819791 2819791 Tue, 21 Feb 2012 23:00:08 -0500 Central Securities Corp.: This CEF Is Still Offering Good Value http://seekingalpha.com/article/381191/comments?source=feed#comment-2817031 2817031 Tue, 21 Feb 2012 21:02:05 -0500 Preferred CEF Showdown, Part 1: Flaherty & Crumrine - My Top Pick http://seekingalpha.com/article/379501/comments?source=feed#comment-2816911 2816911 Tue, 21 Feb 2012 20:54:34 -0500 GLAD To Not Own Gladstone Capital: A Business Development Company In Danger http://seekingalpha.com/article/344381/comments?source=feed#comment-2424681 2424681
Appreciate the comment. As far as other BDCs go, I don't follow too many others. I am most familiar with GLAD, followed by PSEC and FSC. I am planning articles on both PSEC and FSC post their earnings release.

Of the ones you mentioned, are any monthly payers (I prefer these to own)?]]> Mon, 06 Feb 2012 15:56:03 -0500
Appreciate the comment. As far as other BDCs go, I don't follow too many others. I am most familiar with GLAD, followed by PSEC and FSC. I am planning articles on both PSEC and FSC post their earnings release.

Of the ones you mentioned, are any monthly payers (I prefer these to own)?]]> Scott's: High-Yield, North-Of-The-Border REIT http://seekingalpha.com/article/308254/comments?source=feed#comment-2392751 2392751
I unloaded about a third of my position about a week ago. Best of luck,

Jeff]]> Sat, 04 Feb 2012 23:48:16 -0500
I unloaded about a third of my position about a week ago. Best of luck,

Jeff]]> 4 Reasons To Sell Alpine Total Dynamic CEF http://seekingalpha.com/article/316706/comments?source=feed#comment-2392681 2392681 Sat, 04 Feb 2012 23:41:04 -0500 Alpine Global Premier Properties Fund, Revisited http://seekingalpha.com/article/328062/comments?source=feed#comment-2283232 2283232 Tue, 31 Jan 2012 20:53:27 -0500 Tortoise North American Energy: An Attractive Energy MLP Closed-End Fund http://seekingalpha.com/article/320042/comments?source=feed#comment-2181968 2181968
Jeff]]> Tue, 17 Jan 2012 21:27:43 -0500
Jeff]]> Sizing Up My Trading Record In 2011 http://seekingalpha.com/article/318541/comments?source=feed#comment-2163588 2163588 Tue, 10 Jan 2012 20:14:53 -0500 10%-Plus-Yield CEFs: 3 To Buy And 1 To Avoid http://seekingalpha.com/article/315763/comments?source=feed#comment-2136615 2136615
I never have commented on PHK. Best of luck of AOD. Buyer beware.]]> Thu, 29 Dec 2011 17:38:17 -0500
I never have commented on PHK. Best of luck of AOD. Buyer beware.]]> A Tale Of Two Very Different BDCs http://seekingalpha.com/article/308590/comments?source=feed#comment-2046704 2046704
I may have been a bit sloppy in my wording and interchanged NAV with book value. The book value numbers are pulled directly from the earnings reports of both GLAD and PSEC.]]> Thu, 17 Nov 2011 20:09:19 -0500
I may have been a bit sloppy in my wording and interchanged NAV with book value. The book value numbers are pulled directly from the earnings reports of both GLAD and PSEC.]]> 8 Reliable Monthly Dividend Stocks http://seekingalpha.com/article/288000/comments?source=feed#comment-1840762 1840762
If I own shares of STUXF.PK how does it work when it starts trading on the nasdaq? Do my shares of STUXF.PK get converted to the new symbol?]]> Wed, 17 Aug 2011 20:08:31 -0400
If I own shares of STUXF.PK how does it work when it starts trading on the nasdaq? Do my shares of STUXF.PK get converted to the new symbol?]]> 2 Dividend Stocks With Potential to Double Within 5 Years http://seekingalpha.com/article/287563/comments?source=feed#comment-1839620 1839620 Wed, 17 Aug 2011 13:29:59 -0400 The Top Performing U.S. Dividend Champions http://seekingalpha.com/article/272579/comments?source=feed#comment-1683811 1683811 Thu, 02 Jun 2011 09:24:42 -0400 The Top Performing U.S. Dividend Champions http://seekingalpha.com/article/272579/comments?source=feed#comment-1680923 1680923 Tue, 31 May 2011 22:50:13 -0400