Seeking Alpha

COBeeMan

COBeeMan
Send Message
View as an RSS Feed
View COBeeMan's Comments BY TICKER:
Latest  |  Highest rated
  • Continuation Of Defensive Approach In 2Q Forces Change Of Thesis On ARMOUR From Bullish To Neutral [View article]
    investec - normally I would agree with you, but last May there was zero indication prior to the spike in interest rates, especially not from labor markets. What makes you think there will be a rational indicator this time? ARR is probably saying, fool me once...
    Aug 22 10:08 PM | Likes Like |Link to Comment
  • MORL Projected To Pay September Monthly Dividend Of $0.0762, For 21.9% Yield [View article]
    Hi Hardog - ETNs don't have any assets backing them up, legally. That is their nature. However, the interest is coming from somewhere, and if they base the payments off of an index, you can bet they own the components of the index in the background. The risk is that if UBS goes bankrupt, there is zero legal recourse for the holders of the ETN to receive anything from those assets. However, what is the probability of UBS going bankrupt?
    Aug 22 09:53 PM | Likes Like |Link to Comment
  • Medley Capital: BDC Dividend Coverage Part 2 [View article]
    Is anyone buying MCC here?
    Aug 21 09:34 AM | Likes Like |Link to Comment
  • Medley Capital down 3% after secondary [View news story]
    Who's buying here?
    Aug 21 09:31 AM | Likes Like |Link to Comment
  • Reading Rates: MBA Application Survey - August 20 2014 [View article]
    Very interesting, especially for someone investing in mREITs!
    Aug 21 09:01 AM | Likes Like |Link to Comment
  • Continuation Of Defensive Approach In 2Q Forces Change Of Thesis On ARMOUR From Bullish To Neutral [View article]
    Yep...ARR has received a bad reputation with the people who lost a lot of money during the irrational interest rate spike caused by rumors. Now they are being more conservative trying to gain the confidence of those people again. With mREITs, add at the significant discount, take profits on the significant premium.
    Aug 21 08:59 AM | Likes Like |Link to Comment
  • MORL Projected To Pay September Monthly Dividend Of $0.0762, For 21.9% Yield [View article]
    KRT - just because there are no assets owned directly by the ETN doesn't mean there are no assets in the background used by UBS to earn the interest paid by the ETN.
    Aug 20 09:05 AM | Likes Like |Link to Comment
  • A High Yield Portfolio Using UBS 2x ETN's [View instapost]
    What are the general investment tax categories? Aren't ETNs taxed highest as common income/interest? Then qualified dividends are a lower tax level? And then at what level are capital gains taxed, even lower than qualified dividends?
    Aug 17 11:20 AM | Likes Like |Link to Comment
  • NQ Mobile -15.6% on CFO's resignation [View news story]
    This was a drop-n-buy (reverse of pop-n-drop). About 1mil shares were purchased in the first three minutes of trading this morning.
    Aug 15 09:41 AM | 1 Like Like |Link to Comment
  • NQ Mobile Could Be The Latest Company To Be Acquired Or Taken Private: But At What Price? [View article]
    Trade Star nailed it. This is a simple trial balloon to gauge reaction and was never intended to be accepted. Bison may very well begin buying non-reported amounts of shares if the responses to the trial balloon are within expectations.
    Aug 9 05:27 PM | Likes Like |Link to Comment
  • AllianceBernstein's Global High Income Fund Isn't That Attractive To Buy [View article]
    What do you think of AWF now that it is down around $13.57 with a yield of around 8.42? What do you think of CEFL?
    Aug 9 04:53 PM | Likes Like |Link to Comment
  • Double-Digit Yields From This Diversified ETN Of Closed End Funds [View article]
    Or, even better, an account that is tax free (not just tax deferred) on any profits such as a ROTH IRA!
    Aug 8 11:43 PM | Likes Like |Link to Comment
  • MORL August Dividend Precisely My Prediction - mREITs Will Benefit From Attitude Shifts [View article]
    JGW - What would be your opinion on MORL if you had bought after the "really steep drop last year" instead of selling? It is NOT a DGI type investment, but if you buy on the steep drops you will be in good shape.
    Aug 5 10:13 PM | 1 Like Like |Link to Comment
  • CEFL August Dividend Projected To Bring Yield To 18.4% [View article]
    lampshare2 - Yes, but it depends on what you are looking for and your tolerance for volatility. Personally, I believe the diversification outweighs the leverage risk (if you understand the behavior of the underlying index). I added to my CEFL and BDCL on this dip.
    Aug 3 10:14 PM | Likes Like |Link to Comment
  • CEFL August Dividend Projected To Bring Yield To 18.4% [View article]
    I'm buying on the way down. This is what I've been waiting for. Also buying BDCL. Too bad MLPL and MORL aren't as affected this time.
    Aug 1 09:56 AM | Likes Like |Link to Comment
COMMENTS STATS
1,261 Comments
1,224 Likes