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  • Capitalizing On The Low Volatility Anomaly: An Introduction [View article]
    How did you get 6 indicators below the chart? There is a maximum of 3 possible.
    Jul 20, 2015. 02:48 PM | Likes Like |Link to Comment
  • Johnson & Johnson: A Prescription For Portfolio Success [View article]
    Sheer size makes it impossible for JNJ to have explosive growth.
    Jul 19, 2015. 06:29 PM | 1 Like Like |Link to Comment
  • Record Gold/Silver Shorting Heralds Massive Short-Covering Rallies [View article]
    Longer than that, close to 26 years: http://bit.ly/1e7CRqc
    Jul 18, 2015. 05:33 PM | 1 Like Like |Link to Comment
  • Prospect Capital And BDC Risk Profiles: Part 2 [View article]
    ftg,

    I do not agree with your characterization of "taking the profit". That would be taking undeserved / unearned cash compensation. Selling a few shares does not constitute "taking the profit", especially when you can see a history of net buying shares.

    I picked one of the executives, Roger Stout, at random, and looked at his share ownership back to 2010. On 7/10/2010 he owned 102311.057 shares. On 6/25/2015 he owned 149646.829 shares. That is a large increase. My source is SEC filings, not Yahoo.[1]

    [1] http://1.usa.gov/1fTpLyI
    Jul 18, 2015. 11:22 AM | 3 Likes Like |Link to Comment
  • Record Gold/Silver Shorting Heralds Massive Short-Covering Rallies [View article]
    ponifan,

    Or not bought at all.
    Jul 18, 2015. 11:04 AM | 3 Likes Like |Link to Comment
  • Record Gold/Silver Shorting Heralds Massive Short-Covering Rallies [View article]
    MisterJ,

    Your comment reminded me of one of my favorite gold charts[1].

    [1] http://bit.ly/1Olw0qg
    Jul 17, 2015. 11:18 PM | 2 Likes Like |Link to Comment
  • Low Beta Equities Are Beating The Market? [View article]
    I am not interested in high beta stocks - I am an income investor - but your theme interests me because it appears to have broad applicability. SA contributor Ploutos has started a series on the same general theme[1].

    I found some related commentary about volatility from a CFA that is very interesting[2]. It questions whether volatility is a true measure of risk.

    [1] http://seekingalpha.co...

    [2] http://cfa.is/1CHEarS
    Jul 17, 2015. 11:00 PM | 2 Likes Like |Link to Comment
  • Low Beta Equities Are Beating The Market? [View article]
    SPLV is not low beta. It is low volatility, measured by standard deviation. Standard deviation is the measure of the variability of a data series. Beta is a measure of the relationship of two data series and is not standard deviation.
    Jul 17, 2015. 07:41 PM | Likes Like |Link to Comment
  • Capitalizing On The Low Volatility Anomaly: An Introduction [View article]
    If you have any control over the presentation of your graphs, they would be a lot more legible with white background and black foreground.
    Jul 17, 2015. 04:14 PM | 1 Like Like |Link to Comment
  • Capitalizing On The Low Volatility Anomaly: An Introduction [View article]
    The low volatility index is based on standard deviation, but the high beta index is not, it is based on beta. Beta is not a measure of standard deviation. I think it would be very interesting to compare SPLV to anything based on actual high volatility.

    Regardless, I look forward to the continuation of your series.
    Jul 17, 2015. 04:06 PM | Likes Like |Link to Comment
  • Prospect Capital And BDC Risk Profiles: Part 2 [View article]
    ftg,

    "Such is the case with MAIN, their mangers [sic] are taking the profit."

    Really? Please show us believable evidence if you can.
    Jul 17, 2015. 11:36 AM | 3 Likes Like |Link to Comment
  • Prospect Capital And BDC Risk Profiles: Part 2 [View article]
    surfgeezer,

    I have read your many comments with great interest, and I generally agree with your approach, but I do not understand how you are comfortable with a stock that has cut its dividend twice in the last 5 years. Can you explain?
    Jul 17, 2015. 11:34 AM | 2 Likes Like |Link to Comment
  • 3 Good Reasons To Sell BP Prudhoe Bay Royalty Trust [View article]
    The formula by which the distribution is calculated is completely deterministic. It is also modestly complex, with several variables. You can program it in Excel. There is no 'voodoo' accounting.
    Jul 16, 2015. 11:08 PM | Likes Like |Link to Comment
  • Prospect Capital And BDC Risk Profiles: Part 2 [View article]
    Peel the onion,

    "24 BDCs have been around for 5+ years, and only 4 (PSEC, ARCC, MAIN, and TCAP) have beat the benchmark each year."

    What benchmark do you use?

    The only benchmark I know of is the Wells Fargo BDC Index, and it started in Feb 2011, so it has not existed for 5 years.

    How do you calculate your total return numbers?

    There are 44 BDCs in the index. 24 have existed for at least 5 years and have a 5 year total return number from Morningstar. Of those 24, 15 have a better 5 year total return than PSEC, including ARCC, MAIN, and TCAP, all of which are substantially better.
    Jul 16, 2015. 12:20 PM | 5 Likes Like |Link to Comment
  • Top 10 REITs For Dividend Growth And Income [View article]
    In March 2009 I was head down developing software and watching my 401(k) lose value, but mostly the former. I was calm about the whole situation because we had no debts (still debt free), and due to the nature of my work responsibilities and my advanced age I had very little spare time or wetware cycles to worry much about our investments.
    Jul 14, 2015. 02:11 PM | 7 Likes Like |Link to Comment
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