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jbzw

jbzw
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  • Triple Net REITs Cast A Wide Dollar Store Net [View article]
    Thanks, and thesameto you.
    Dec 6 07:46 PM | Likes Like |Link to Comment
  • Freeport-McMoRan: Why Its Acquisitions May Cause Investors To Sell [View article]
    I bought this bond last week and will hold it a while for its high dividend. My understanding is that the next call date is not until November,2013. Thanks for bringing this interesting inividual bond to everyone's attention. Do you have any more?
    Dec 6 07:36 PM | Likes Like |Link to Comment
  • A High Yield Bond For A Housing Recovery [View article]
    Thanks for your article . Isn't this bond subject to a continuous call at par. If so, why pay so much over par?
    Dec 6 07:27 PM | Likes Like |Link to Comment
  • Protected Principal Retirement Strategy: It's That Time Of Year - Reallocation [View article]
    Thanks for your analysis which shows very good insight. I am withholding making reallocation decisions until the tax and related issues are resolved. Its not what you make, but what you keep that counts. Please keep us advised.
    Dec 5 10:20 PM | Likes Like |Link to Comment
  • 3 Dividend Stocks To Buy Now And Hold Forever [View article]
    I like all three for the prudent part of a portfolio. However, no stock is like a diamond, and thinking that it can be held forever is a mistake in my view. Please keep writing about good stocks. Thanks
    Dec 5 10:13 PM | 3 Likes Like |Link to Comment
  • RadioShack Bonds Offer Extraordinary Yields [View article]
    Its not moxie, but a decision made after evaluating risk v reward. RSH has been around for over 90 years and is a S&P cpmpany. Its revenues exceed 4 billion dollars, and its equity exceeds 843 million. Buying a bond does not make me a shareholder, but rather a creditor. Obviously, it would not be prudent to bet the farm on this issue. A modest position is not an unreasonable risk, given the current price ofthe bond and its yield. Other electronics companies have come and gone, and it chugs on. I will take my chances with this one. Thanks for your comments.
    Dec 5 10:09 PM | 1 Like Like |Link to Comment
  • Merrily Going Off The Fiscal Cliff Together [View article]
    The FC seems closer. To the Rep.Who fear the blame if they do not cave, I ask them to name the Speaker of the House or the Minority Leader of the Senate during Herbert Hoover's term. The preBush tax cuts taxed dollar one at the 15% rate. Fair share from everyone may be coming soon and the buck stops at the top.
    Dec 5 07:18 PM | 1 Like Like |Link to Comment
  • Supervalu: Dan Fuss Of Loomis Sayles Thinks Bonds Are A Super Value [View article]
    What bonds are you holding or buying? Thanks.
    Dec 5 07:04 PM | Likes Like |Link to Comment
  • Banco Santander: A 10.8% Yield, But Can It Last? [View article]
    Michael Terry has written several articles on this security and its preferred, SAN-E, on SA and they bear reading again. SAN should be considered for its growth potential and not just the dividend which may be cut. For yield,the preferred is yielding over 9%. Thanks for your article.
    Dec 5 07:01 PM | 2 Likes Like |Link to Comment
  • Supertel: Huge Upside For This Unknown Nano-Cap REIT [View article]
    Sppro trades at around $25.60. It pays 62 cents per quarter and its x date is in late December. It has a par value of $25. Thus, even if it is called this month, the investor gets the 25 par amont, plus interest outstanding. I call that interest carried interest since it needs to be paid.. Hopes this explains my comment. Thanks
    Dec 5 02:47 PM | Likes Like |Link to Comment
  • Best Buy Bonds Yielding 9% [View article]
    Thanks for your article and please keep writing about individual bonds. In my view, there is a good likely that BB will go the way of Circuit City before 2021. Putting that aside, I will not buy a high yield bond with a long term maturity which reqires it be held to maturity to get the higher return. As you point out, BB's current return is less than 7%. Your recent article illustrated the RSH bond where the current yield would be around 11%. I need the yield to be more favorable sooner on these types of issues to justify taking the risk.
    Dec 5 02:39 PM | Likes Like |Link to Comment
  • Supervalu: Dan Fuss Of Loomis Sayles Thinks Bonds Are A Super Value [View article]
    Thanks for your article. Please keep writing about individual bonds. However, I sold these bonds earlier this year once their price got too close to par for my comfort level. I hope your optimism proves accurate. The ghost of the A&P failure casts a large shadow on the grocery issues.
    Dec 5 02:22 PM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy Cheap If We Plunge Off The Fiscal Cliff [View article]
    If the cliff does occur, buying any of these issues could be dead money for a long, long time. I hate to be so negative. However, if MCD, YUM, and other cheaper restaurants cannot make their numbers and millions of folks are so dependent on government, it may take years and years for any real recovery. Such a shame, but, in my view, more realistic and a good reason to not dig a deeper hole with my money. Thanks for your article.
    Dec 5 02:15 PM | 1 Like Like |Link to Comment
  • Bank Preferred Stocks: Strong New Issues In November 2012 [View article]
    I have also redeployed from some of my preferreds where the yield has fallen and/or they are too high above par. I am now using some higher yield, short term ,below par bonds in their place. However, there are still some interesting preferreds available such as NRF-C, MILL-C, ADK-A, RAS-C, GRH-C, MHR-D, and TAYCP. Of course, caveat emptor applies. Happy hunting.
    Dec 5 02:05 PM | Likes Like |Link to Comment
  • Alcatel-Lucent Makes A Dent In The Core Router Space, Continues Restructuring [View article]
    Thanks for your article and please keep us posted. I am long using LUTHP.
    Dec 5 01:56 PM | Likes Like |Link to Comment
COMMENTS STATS
654 Comments
398 Likes