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koleffstephan

koleffstephan
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  • Armour Residential REIT: What Did I Ever See In This Name? [View article]
    R Sink: I agree with your message post. While it is painful to be an investor in ARR for the last 2 years, it is my expectation (hope too!) that interest rates will eventually start to rise and ARR and it's management team will start to reap the benefits of the hedging strategies that they had/have already put in place for a rising interest rate environment. Of course, ARR and it's stock price has to "hang in there" in the meantime, in order for my above-stated scenario to take place but again, that is the expectation and HOPE! Thanks again for your commentary.
    Feb 27, 2015. 06:18 AM | 5 Likes Like |Link to Comment
  • Prospect Capital's Results For Fiscal Q2 2015 - My Assessment [View article]
    Mr. Kennedy: Keep up the good work. Your articles are factual, non-biased, and quite accurate. It is a shame you have to continue rebutting the message posts of Drip, who sole purpose seems to be to disparage any investor who invests in PSEC and to continually laud MAIN, as a BDC, as well as parrot any and all of the articles that the Buzzard writes. We need more people like yourself to keep the SA message board objective.
    Feb 22, 2015. 07:51 PM | 4 Likes Like |Link to Comment
  • Prospect Capital's Results For Fiscal Q2 2015 - My Assessment [View article]
    Mr. Kennedy and sme20: One can see how biased Hi Yield Drip is towards PSEC that it is palpable and laughable! I appreciate both (Mr. Kennedy and sme20) of your commentary and analysis on PSEC stock as it is fair, objective, and non-combative. Keep up the good work and maybe the Buzzard and Hi Yield will write another article or write another message post, respectively, to exert their inherent bias towards PSEC - just a natural occurrence you know!
    Feb 22, 2015. 07:44 PM | 5 Likes Like |Link to Comment
  • Medley Capital: Dividend Stress Test [View article]
    sme20: You can count me "in your camp" as regards to the merits of investing in PSEC stock both in the past and from this point forward. The dividend is great, the insider ownership (especially the CEO ownership) is substantial, and the present stock price relative to it's intrinsic NAV value is very undervalued. The 12% monthly dividend is wonderful and the prospects of receiving a special dividend is quite probable and will add to the bank account. You obviously are attracted to PSEC for the same reasons that I am - namely phenomenal monthly income and long term capital gains. It's wonderful to get paid (monthly) while we wait. I enjoy your message posts and keep up the good work.
    Feb 22, 2015. 07:33 PM | Likes Like |Link to Comment
  • Prospect Capital: Dividend Coverage Stress Test [View article]
    sme20: I could not agree more with your assessment of PSEC's insider ownership of it's own stock - especially the CEO's ownership relative to other insiders in BDC stocks. PSEC insiders only buy - they don't sell.
    Feb 16, 2015. 02:24 PM | Likes Like |Link to Comment
  • Prospect Capital's Results For Fiscal Q2 2015 - My Assessment [View article]
    sme20: I am "with you" as it pertains to PSEC stock ownership. The monthly dividend is wonderful; special dividends - it appears - will now be part of PSEC's regular future; and the insider ownership of PSEC stock by the CEO, is second to no other BDC company. Glad you ignore the naysayers while you keep collecting your 12% monthly dividend - you are in good company. Ignore the commentary about "total stock performance" as the volatility of PSEC's share price has no bearing on someone who is holding the stock for the long term all the while collecting monthly dividends. Unless you are selling shares, you cannot "go to dinner or buy dinner" with capital appreciation," but you sure can eat heartily, every month, with monthly dividends.
    Feb 11, 2015. 10:08 PM | 3 Likes Like |Link to Comment
  • Prospect Capital: Dividend Coverage Stress Test [View article]
    Buzz: You are correct - I believe PSEC is the best BDC. You are incorrect in your statement: "believes I have shorts on the stock or whatever." I have never said that or implied that. What I have said is that "The Buzz's articles have no significance or importance on moving the stock price of PSEC in either a positive or negative direction." Again, in my opinion, your writings and articles do not whatsoever influence or move up or down, the stock price of PSEC or of any BDC stock for that matter. Just want to make sure that we are clear on that in case you thought I would "be worried" about your shorting PSEC. Remember, you are a "research purpose" stock investor.
    Feb 7, 2015. 06:36 AM | 1 Like Like |Link to Comment
  • Top 10 BDC Issues For 2015: Part 4 [View article]
    The Buzz and Hi Yield: To quote the Buzz's words, "The darling PSEC is down 26%+ over the last 12 months." And I ask - rhetorically - the Buzz is not inherently biased against PSEC? Yea right. I rest my case with the last message post that the Buzz wrote to message poster "tabber," when he (tabber) inquired about the BDC stock, MAIN, and the Buzz shifted (bait and switch technique) the conversation to PSEC stock instead of MAIN - a "also a darling BDC stock - MAIN is" of which the Buzz and Hi Yield "love," which has been absolutely hammered in decreasing stock price.
    Feb 2, 2015. 07:30 PM | Likes Like |Link to Comment
  • Prospect Capital's Upcoming Fiscal Q2 2015 Earnings And NAV Projection [View article]
    Hi Yield: Nah. I love my personal investment in PSEC so there is nothing that you could add or detract to the message posts/conversation to make PSEC look better or worse. PSEC's dividend works wonderfully just the way it is. You have much in common with the BDC Buzz - your message posts have no value or significance in the stock movement of PSEC. You can keep trying though. 5.1% energy exposure for Prospect is what PSEC management articulated and what Mr. Kennedy also confirmed. You and the Buzz certainly have much in common though - incorrect analysis of PSEC's energy exposure.
    Feb 2, 2015. 06:10 PM | 2 Likes Like |Link to Comment
  • Prospect Capital: Oil, Energy And CLO Exposure [View article]
    hopelake: The insiders have been buying like crazy. They (insiders) purchased 6 millions dollars worth of stock in Nov.-Dec. of 2014 and over 15 million dollars worth of stock in aggregate in the year of 2014.
    Feb 1, 2015. 07:32 AM | Likes Like |Link to Comment
  • Prospect Capital: A Sequential NAV Decline And Potential Sell-Off Will Be A Buying Opportunity [View article]
    Hi Yield:

    Let me reiterate: The Buzz's articles have no bearing - up or down - on the stock price of PSEC stock. You also leave "10-20 comments on articles that are written on PSEC stock" and yet you have not position or ownership in PSEC stock and yet you keep also repeating your same position on PSEC stock even though, again, you have not ownership position in PSEC stock. Strange indeed. For the record, I don't "believe" anything that the writer, Buzz, writes about PSEC stock because of his obvious and inherent bias. Additionally, your 20 something message posts "parroting" and supporting everything he writes also "seems like something is a bit off."
    Jan 31, 2015. 10:44 PM | Likes Like |Link to Comment
  • Prospect Capital: Oil, Energy And CLO Exposure [View article]
    rosenose: It also reconfirms my position towards PSEC and it's management. For me. IMO: koleffstephan
    Jan 31, 2015. 10:30 PM | 4 Likes Like |Link to Comment
  • An Interview With Grier Eliasek, President And COO Of Prospect Capital [View article]
    Mr. Alfonso: I appreciate the interview and the question and answer format. I do not seen many other BDC companies and their management teams doing inverviews such as this. Your credibility is not damaged in the least and the reason your interview generated much interest and commentary is because PSEC the second leading BDC company by market capitalization and the most heavily traded BDC company. That is one of the many reasons why readers and investors and traders are fascinated with this BDC in addition to the bountiful dividend that it pays coupled with most insider ownership of any BDC stock actively traded. Thank you again for taking the time to do the interview and for posting the interview - much appreciated.
    Jan 29, 2015. 09:54 PM | Likes Like |Link to Comment
  • Prospect Capital's Upcoming Fiscal Q2 2015 Earnings And NAV Projection [View article]
    Hi Scott: Thanks for clarifying the exposure of PSEC's energy exposure. In essence, they have 5.1% energy exposure, as management has publicly stated. Management has never stated that they have "5.1% energy exposure plus an unknown portion of the CLO investments," and I see - from reading your article and message post responses - that you have not written or said that either.
    Jan 29, 2015. 09:03 PM | 1 Like Like |Link to Comment
  • Prospect Capital: A Sequential NAV Decline And Potential Sell-Off Will Be A Buying Opportunity [View article]
    jmkdog: I am with you in sharing your sentiments about holding PSEC as an investment. I disagree with Hi Yield that the Buzz's article had any influence or has any influence on the price of PSEC stock movement. Just wishful thinking in my opinion.
    Jan 29, 2015. 08:55 PM | Likes Like |Link to Comment
COMMENTS STATS
145 Comments
398 Likes