Seeking Alpha

jbzw

jbzw
Send Message
View as an RSS Feed
View jbzw's Comments BY TICKER:
Latest  |  Highest rated
  • The Roth Advantage No One Talks About [View article]
    If your MRDs cause you to pay taxes on your Social Security payments, you may be paying a high price to be happy. I can withdraw whatever I choose from my Roth without any tax impact.
    Feb 25, 2015. 10:59 PM | 3 Likes Like |Link to Comment
  • The Roth Advantage No One Talks About [View article]
    The second least discussed advantage discussed about a Roth is that withdrawals do not count as income when evaluating taxability of Social Security and Medicare premiums. Thanks.
    Feb 25, 2015. 08:31 PM | 11 Likes Like |Link to Comment
  • Linn Energy: An Abysmal Quarter To End 2014 [View article]
    Great comment. Its not just energy. The large increase in the middle class in those countries will create hugh demands in addition to energy. The rise will result in folks expanding the quantity and quality of the food and beverages they consume. There will be demands for more and better housing and products. They will be employed in factories and creating more wealth. Capitalism will improve their standards of living. I remember when expanding the middle class was a desirable goal in the U.S. Thanks.
    Feb 24, 2015. 11:57 AM | 1 Like Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #67 [View instapost]
    Your last paragraph explains why I never buy any bond funds. Individual bonds that I am prepared to hold until maturity, yes. Funds sold at the whim and fancy of the herd, nope. Thanks for your analysis.
    Feb 22, 2015. 07:26 PM | 1 Like Like |Link to Comment
  • Regional Bank Basket Strategy: Added 100 First Bancorp Shares At $16.81 [View article]
    Thanks for your excellent coverage of this issue. I already have a small postion in my smaller bank,possible takeover group. The dividend is very good and the share price to its book value is good.
    Feb 18, 2015. 01:55 PM | Likes Like |Link to Comment
  • OSHC Owners Forum [View instapost]
    M3 Partners has also filed a 13G. Also, there are new Change of Control Agreements with the President and CEO, and with the Senior VP and CFO. Things are moving right along.
    Feb 18, 2015. 01:31 PM | Likes Like |Link to Comment
  • PetroQuest Energy: Excellent 2014 Reserve Growth - Production Will Grow Despite ~60% Cut In 2015 Cap-Ex [View article]
    Thanks for your take. I am sticking with the Sandridge. One factor in my decision is the huge position held by Fairfax/Odyssey Re.
    Feb 16, 2015. 02:16 PM | Likes Like |Link to Comment
  • PetroQuest Energy: Excellent 2014 Reserve Growth - Production Will Grow Despite ~60% Cut In 2015 Cap-Ex [View article]
    Thanks for your perspective on this bond. I have several of them in my tax deferred accounts. The maturity date is soon enough to mitigate interest rate risk and long enough to allow for some flexibility for the company to meet its obligations.
    Feb 14, 2015. 01:47 PM | Likes Like |Link to Comment
  • 7 Fat Years Of Event-Driven Investing [View article]
    Good to see the new 13G filings on OSHC!
    Feb 12, 2015. 10:35 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #65 [View instapost]
    Is your first name Targa Resources - NGLS ? Thanks.
    Feb 12, 2015. 01:55 PM | Likes Like |Link to Comment
  • Bought 2 Vanguard Natural Resources 7.875% Senior Unsecured Bonds Maturing 4/1/20 At 86.59 [View instapost]
    As you often correctly say, when you buy a bond you know exactly what you will get for your investment provided the issuer stays ok. With stocks and REITs, when rates go up, the prices tend to drop.
    Feb 12, 2015. 12:49 PM | Likes Like |Link to Comment
  • Long Immigration Reform With American Apparel [View article]
    I bought a small amount of the senior 15% PIK Senior Notes due in April,2020 (Cus 023850AC4) when they were selling in the low 80s. The result could be excellent or a total bust. My view is that the stock is much, much riskier.
    Feb 12, 2015. 12:31 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #64 [View instapost]
    If you want a break from all of the finance reading, try " A Line in the Sand" by one of Great Britian's best thriller authors, Gerald Seymour.
    Feb 11, 2015. 10:41 PM | Likes Like |Link to Comment
  • Chris DeMuth, Jr. Positions For 2015: Banking M&A, Milestone Payments, Litigation Results [View article]
    I will stick with RVP as my litigation appreciation play. Easier to collect from BDX than a foreign country. It is extremely time consuming and expensive to collect from a soverign government. One of my former law partners used to say that he could wallpaper his living room with uncollected judgements. Too much Bleak House and politics in trying to obtain real money. Remember the years spent in trying to make Libya and Iran honor awards. Good Luck to all.
    Feb 11, 2015. 09:54 PM | 1 Like Like |Link to Comment
  • One Outa Two [View instapost]
    Thanks for the update. When I read the headline, I thought the comment was about ORB.
    Feb 10, 2015. 10:08 AM | Likes Like |Link to Comment
COMMENTS STATS
785 Comments
494 Likes