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COBeeMan

COBeeMan
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  • ETN Showdown: Is MORL Overvalued? [View article]
    You just have to avoid buying these cyclic instruments high...most of the complaints I've seen are from those who bought mREITs near the top or downside of their cycle. They are near the bottom of their cycle now, which will complete after the first Fed Rate hike (due to panic). I think BDCs have already completed their cycle (in January) and are ready to climb back to its top.
    May 21, 2015. 04:50 PM | 1 Like Like |Link to Comment
  • 2 Things I Hate About American Capital Agency [View article]
    Alphatag - you should elaborate. One question comes to mind about buybacks in this type of environment. Given that it is important for an mREIT to be able to roll their assets forward as much as possible when the long end of the spread is increasing. Wouldn't buying back shares now essentially decrease their ability to do that? It seems buying back shares in this environment would likely provide short term benefits to shareholders, but would seriously jeopardize future dividends and company health.
    May 21, 2015. 04:28 PM | 1 Like Like |Link to Comment
  • Should You Take A Shot With First Street Finance? [View article]
    They are definitely NOT for DGIers!
    May 21, 2015. 04:16 PM | 1 Like Like |Link to Comment
  • ETN Showdown: BDCL Vs. MORL [View article]
    Oops! I guess I should actually look at the charts! I have too many numbers in my head today. I don't actually watch SLV, I watch SLVO.

    SLV has only been around since 03/2006, and its all-time low was just under $10 in 11/2008. It popped in 2011, but is now down around $16 as you said. I guess I don't see another crash coming and I think SLV will stay above $14 this time. I still like SLVO around $11.
    May 20, 2015. 07:34 PM | 2 Likes Like |Link to Comment
  • Prospect Capital: An 'OK' Quarter With A Stable NAV Was All I Was Asking For [View article]
    incredulous123 - I guess you're just too special. Good luck!
    May 20, 2015. 06:20 PM | Likes Like |Link to Comment
  • ETN Showdown: BDCL Vs. MORL [View article]
    Thanks SeatleView. I think I did read your approach on another article and commented on how much I like it (and I actually already use a form of it). However, I don't think SLV will hit $5, or $10, again, but maybe it could hit $15 or $20 if there is another crash. I'm keeping my holding in SLVO (and GLDI) relatively small, just in case, but I still have one, just in case.
    May 20, 2015. 05:50 PM | 1 Like Like |Link to Comment
  • ETN Showdown: MLPL, A Great Play For An Oil Rebound [View article]
    I keep buying MLPL every time the yield hits 12% or above (about $50/share).

    I hear that all the "big oil players" are still saying oil will be down around $30-$40/bbl so I'm just going to wait for it, buy some more, and wait for it to go back up while collecting my 12% (or more).
    May 20, 2015. 05:43 PM | 1 Like Like |Link to Comment
  • Prospect Capital: An 'OK' Quarter With A Stable NAV Was All I Was Asking For [View article]
    incredulous123 - Your statement said, "A $300K share purchase, i.e. <1% of his annual cash compensation?" You did not say net worth. Which is it?

    No, you didn't answer my question. You gave a hypothetical answer that can never be validated. You still seem to want others to live to a different standard than to which you hold yourself.

    Here's another question for you to not answer. What percent of YOUR net worth do you have in any one stock (including the company for which you work)?
    May 20, 2015. 05:19 PM | Likes Like |Link to Comment
  • ETN Showdown: MLPL, A Great Play For An Oil Rebound [View article]
    Fotheringay-Phipps - Do you have a data source reference? Such a situation can be caused by a re-balancing of the ETN due to changes in the index IF the index change occured during a down period in price for the majority of the components. However, as JB says, it is a pass-through entity and does not make such choices for itself, nor is this type of event systemic.
    May 20, 2015. 03:58 PM | 1 Like Like |Link to Comment
  • Prospect Capital: An 'OK' Quarter With A Stable NAV Was All I Was Asking For [View article]
    incredulous123 - No, my point is that you put unrealistic demands/requirements on others (Eliasek) that you do not apply to yourself. NO ONE should do what you suggest, regardless of their position.
    May 20, 2015. 03:15 PM | Likes Like |Link to Comment
  • ETN Showdown: MLPL, A Great Play For An Oil Rebound [View article]
    Another very informative and balanced article, JB!
    May 20, 2015. 03:08 PM | 1 Like Like |Link to Comment
  • Prospect Capital: An 'OK' Quarter With A Stable NAV Was All I Was Asking For [View article]
    incredulous123 - what percent of your annual income do you invest in a single stock?
    May 20, 2015. 12:38 AM | Likes Like |Link to Comment
  • Fast Math: Will Northern Tier Energy Declare A 6% Distribution For Q1, Producing A 25% Price Gain? [View article]
    Or sell high and buy MLPL!
    May 20, 2015. 12:28 AM | Likes Like |Link to Comment
  • ETN Showdown: BDCL Vs. MORL [View article]
    MM - I bought MLPL on the drop in oil too! My best buy was a $44 and worst was just above $52!

    If you like to watch gold and silver, and would like to get a dividend while you watch, you might try GLDI and SLVO! I'm watching for GLDI under $11.50 and SLVO under $11.
    May 20, 2015. 12:24 AM | 1 Like Like |Link to Comment
  • Should You Invest In UBS ETRACS Monthly Pay 2xLeveraged Mortgage REIT ETN? [View article]
    Hmmm...roller coasters...kind of like the Real stock market...not the buy and hold kind...where you keep telling yourself, "it's all good as long as its positive!"
    May 20, 2015. 12:12 AM | Likes Like |Link to Comment
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