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tinman

tinman
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  • Why This Dividend Aristocrat ETF Isn't So Noble [View article]
    Bochy would not have left Dent in. Just sayin'.
    Nov 8, 2014. 11:09 AM | Likes Like |Link to Comment
  • Why This Dividend Aristocrat ETF Isn't So Noble [View article]
    Got examples of funds whose expenses go down much as they grow? That's news to me.
    Nov 7, 2014. 11:55 AM | 1 Like Like |Link to Comment
  • Inflation Is Killing My Retirement: How I'm Dealing With It, Part 2 [View article]
    Government bonds are supposed to be conservative investments. They are not. If you want to bet on the inflation genie staying in the bottle and buy long US bonds, go right ahead. Just realize you're rolling the dice in a big casino.
    Sep 17, 2014. 10:44 PM | Likes Like |Link to Comment
  • This Variable-Rate Bond Fund Has A Duration Of 0.61 And Trades At A 9.8% Discount To NAV [View article]
    CEFA.com reported GFY leverage of only 3% as of Sep '13, CEFconnect.com has your 11.48% as of Mar'14. I'd like to see something above 20% given the ultra-cheap cost of borrowing, so maybe mgmt agrees and is steadily levering up. BLW is already at 33% and fully covering their 7.3% distribution and 1.14% expense.

    Sep 12, 2014. 11:30 AM | Likes Like |Link to Comment
  • A Defined-Term Preferred Stock Fund At An 8.51% Discount Offering An 8% Distribution [View article]
    OK, I'll bite ... why?
    Sep 10, 2014. 12:25 PM | 1 Like Like |Link to Comment
  • Correcting A Common Misconception About Alternative Investments [View article]
    I've heard of "structured products" that offer downside protection in exchange for upside caps but I can't find a good source of info, quotes, etc. These would seem to be ideal alternatives. Any clues?
    Aug 28, 2014. 11:59 AM | Likes Like |Link to Comment
  • Ford Gets First 'Very Juicy' Rating: We Love The New F-150 And Initiate With A $28.50 Price Target [View article]
    The relative size of eps is irrelevant but the P/E's are significant. And both TM and Honda have far less debt, plus growing yields > 2%. Honda's EPS is also growing faster than F.
    Aug 27, 2014. 12:22 PM | Likes Like |Link to Comment
  • Ford Gets First 'Very Juicy' Rating: We Love The New F-150 And Initiate With A $28.50 Price Target [View article]
    Absolute worst investment is a new car? Really?

    A brand new gun is worse. Or a boat.
    Aug 27, 2014. 12:03 PM | Likes Like |Link to Comment
  • Ford Gets First 'Very Juicy' Rating: We Love The New F-150 And Initiate With A $28.50 Price Target [View article]
    So GM cleaned up its balance sheet in Chapter 11 and F did not. Got it.
    Aug 27, 2014. 11:57 AM | Likes Like |Link to Comment
  • With A Yield Over 9%, The Credit Suisse High Yield Bond Fund Is A Strong Buy [View article]
    CEFA says the income covers the div. Expenses are 1.75%, a bit high. Trading at a slight premium but less than historical avg.

    Most importantly, NAV has not only grown, it's grown faster than its peers. Looks like a winner.
    Aug 7, 2014. 12:35 PM | Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    If your concerns about QE had merit, interest rates would be steadily climbing as QE tapers. You're far from alone in your preconceptions but perhaps you should reconsider your prejudices.
    Jul 24, 2014. 01:47 AM | Likes Like |Link to Comment
  • Krugman's Latest Debt Denial: Why His Two Magic Numbers Don't Cut It [View article]
    As a Krugman fan and dyed in the wool Keynesian, I have to say I was impressed with Stockman's arguments. Far more than anyone else's on the right since, well, since before voodoo economics was invented anyway.

    And if YOU think we're going to average north of 4% GDP growth, I have a bridge to sell you. Which brings up the missing piece in this piece, i.e. INFRASTRUCTURE. We're dooming ourselves (OK, maybe just the grandchildren in my case) to long term underperformance by ignoring the clear and present dangers of crumbling and inadequate infrastructure.

    Self-inflicted wounds are invariably the most painful.
    Jul 24, 2014. 12:31 AM | 2 Likes Like |Link to Comment
  • Closed-End Fund Advisors: Second Quarter 2014 CEF Review And Outlook [View article]
    Thanks for the stats. What about recommendations? The only actionable info I gleaned was to look at BDCs for yield in a rising rate environment.

    I concur with comments re BDC/CEF confusion (but kudos for the coverage anyway) and re other category granularity. The latter seems especially important with respect to destructive RoC vs non-destructive.

    Minor complaints: "NAV TR" -- it took me a while to decipher "total return". "Marco trends" s/b "macro ...". "Peaking interest" s/b "piquing...". Last line, "data form" s/b "data from".
    Jul 20, 2014. 11:28 AM | Likes Like |Link to Comment
  • Equity CEFs: The Rights Way To Play CEFs [View article]
    Spike is a relative term. The 10-yr benchmark "spiked" all the way to 2.62% this week from around 2.52%. But even a whiff of rising rates is all it takes to spark a stampede ... remember May 2013's swoon? Another buying opportunity may be lurking around the corner.
    Jul 3, 2014. 05:57 PM | Likes Like |Link to Comment
  • 18% Yielding CEFL Trading At A Discount To Effective Intrinsic Value [View article]
    If he didn't before, Brofman will have fear of commitment now.
    May 4, 2014. 10:13 AM | Likes Like |Link to Comment
COMMENTS STATS
189 Comments
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