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  • Ford: No Good Deed Goes Unpunished  [View article]
    Maybe they're playing a long game, temporarily driving the price down to get a better price on the unannounced buy back they're planning.

    Or maybe they're just as clueless as they appear to be.
    Jan 16, 2016. 08:21 PM | 1 Like Like |Link to Comment
  • Domestic Oil Falls To Saudi Arabia - What's In The Kingdom's Portfolio?  [View article]
    1/15/16 UPDATE:

    HUN yielding 5.46% today @$8.77 -23%YTD
    DOW 4.27% @$43.59 -15%
    Jan 15, 2016. 09:48 AM | Likes Like |Link to Comment
  • Why The Fed Will Not Be Raising Rates  [View article]
    Take a bit of advice and don't take a dip in the forex swamp.
    Dec 12, 2015. 09:32 PM | Likes Like |Link to Comment
  • Why The Fed Will Not Be Raising Rates  [View article]
    Yes, the first one is imminent
    Dec 12, 2015. 09:29 PM | Likes Like |Link to Comment
  • Why The Fed Will Not Be Raising Rates  [View article]
    I think we're about to catch up to the ever-receding mirage of the Yellen Hike. But the real issue is "how much/how fast" and my guess is "not much and real slow."
    Dec 11, 2015. 10:20 PM | 3 Likes Like |Link to Comment
  • Why The Fed Will Not Be Raising Rates  [View article]
    Yes. The question is "how many more in '16?" I think it's an integer between 1 and 0.
    Dec 11, 2015. 08:51 PM | 4 Likes Like |Link to Comment
  • Kinder Morgan Versus Its Peers  [View article]
    The pipeline-oriented closed end funds that sell at >10% discounts look like a better way to play this sector while spreading the dividend cut risk. I plan to continue DRIPping into them until the discounts pull back.
    Dec 6, 2015. 09:39 AM | 1 Like Like |Link to Comment
  • Kinder Morgan's Death Spiral Puts The Unthinkable Squarely On The Table  [View article]
    DSandman, as a student of history I have to ask: "General Custard, in the library, with the revolver" -- is that the heroic Custard to which you refer?
    Dec 6, 2015. 09:29 AM | Likes Like |Link to Comment
  • Save Petroamerica Oil From Gran Tierra Energy  [View article]
    Greater question: How much money goes to Petro's managers in this deal?
    Dec 6, 2015. 08:46 AM | Likes Like |Link to Comment
  • ARMOUR Residential REIT Is Increasing Its Risk And Perhaps Its Profits  [View article]
    The ARR preferred looks interesting here.
    Nov 11, 2015. 01:53 AM | 1 Like Like |Link to Comment
  • Update For Closed End Fund Basket Strategy As Of 9/25/15  [View instapost]
    thanx for the thoughtful response... I consider 'red flags' to be items of concern that must be resolved rather than show stoppers. That said, any decline in dividend in a significant event and adds uncertainty when projecting yield into the future.
    Oct 10, 2015. 05:53 PM | Likes Like |Link to Comment
  • Update For Closed End Fund Basket Strategy As Of 9/25/15  [View instapost]
    You did not mention the downward bias in VKQ's distributions since inception in your yield discussion. I regard such drops as a red flag. What makes you think more declines aren't likely?
    Oct 7, 2015. 11:44 AM | Likes Like |Link to Comment
  • Surveying The Situation: Stay The Course (Including OXLC)  [View article]
    Tempting but I can't put $$ into something with an incomprehensible business model.
    Aug 30, 2015. 11:15 AM | Likes Like |Link to Comment
  • The Asia Tigers Fund: A Conservative, Undervalued, And Discounted Closed-End Fund  [View article]
    Top holding is Hong Kong. That's a little too close to China for comfort.

    Other than that, CEFA disagrees with your numbers. The discount is a whopping 14%+. The expense ratio is 2.33%. With zero leverage, 0.85% mgmt fees, and only 10% turnover, one should ask what they're doing with all that expense.
    Aug 30, 2015. 10:53 AM | 1 Like Like |Link to Comment
  • Freeport-McMoRan Will Get Worse Before It Gets Any Better  [View article]
    Can I spin off all the debt in a phantom subsidiary?

    And stay out of jail, I mean.
    Aug 26, 2015. 05:48 PM | Likes Like |Link to Comment
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