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jbzw

jbzw
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  • Are You Really Ready To Retire? [View article]
    Very good article! Before retiring, I would spend some time and money with a tax advisor,accountant, or attorney to understand the rules of taxation and learn about Roths, MRDS, and the means testing of SS income and medicare coverage. It is not what you make, but how much you can keep to live in retirement. I would also include some fixed income from preferreds and higher yield bonds to increase the predictability of the income stream. I would also not pay off my mortgage unless I am satisfied that its benefits exceed the tax deduction and loss of investment income it would cause. Thanks, and continue to enjoy your retirement.
    Jan 26 10:40 AM | 2 Likes Like |Link to Comment
  • Exco Bonds Are Undervalued At An 8% Yield [View article]
    Thanks for your article. Please continue to wrie about individual bonds, which provide an opportunity to diversify and obtain a decent return.
    Jan 23 07:07 PM | Likes Like |Link to Comment
  • American Realty Properties Series F Preferred: A New 7.75% Yield Paying Monthly [View article]
    Thanks for your article. Given today's price and the monthly payment, the effective annual yield is closer to 8.2%.
    Jan 22 12:55 PM | Likes Like |Link to Comment
  • 8.2% Yield And 20% Potential Upside With This Financial Issue [View article]
    Good call! They are not mutually exclusive and I have both issues, as well as MHNB. I agree lower prices would be nice. However, it appears they are heading upward. Thanks and good luck.
    Jan 22 10:55 AM | Likes Like |Link to Comment
  • BioScrip: A Hammered Stock But A Potential Buy Under $10 [View article]
    Thanks for your article which supports my decision to buy some shares of this company earlier this year. Sunday's Barron's has a roundtable decision in whick Oscar Schafer has made BIOS one of his picks. His value is $13 per share. I prefer your view. . Please keep us informed.
    Jan 21 12:43 PM | 1 Like Like |Link to Comment
  • Everyday Arbitrage Forum [View instapost]
    For a Roth conversion from a regular Ira, transfer bond in kind. The fair market value of the bond will be taxed as income. However, the carried interest will pass tax free. I do these transfers early in the year and try to use issues paying in Jan. or Feb. for maxium effect.
    Jan 18 08:44 PM | 1 Like Like |Link to Comment
  • I Ran For The Hills And Found These mREIT Preferreds [View article]
    I also went digging in this field and came up with the newer Five Oaks preferred, OAKS-A which pays monthly. Its stated rate is 8.75%, which provides over 9% annually. It is still trading below par. Not a bet the farm issue, but a small patch may be OK. Thanks for your article!
    Jan 18 10:46 AM | Likes Like |Link to Comment
  • 8.2% Yield And 20% Potential Upside With This Financial Issue [View article]
    Thanks for your article, as well as your other recent ones advising readers as to possible investments with higher yields and appreciation. After the controversial coverage of this issue, I did my own duevdiligence and purchased it earlier this year with a nice increase in value over 10%. today, its price was up with over 100,000 shares changing hands. There is obviously a difference of opinions on it, which is what makes a free market. Issues pay higher yields may have more warts and pitfalls than low paying blue chips. Readers on this site enjoy ideas and no one should invest based on someone else's idea. Due diligence is one's own responsibility. I do not find your mentioning of a possible redemption at par to be misleading. There are lots of reasons which could occur. Please continue to provide ideas. Thanks.
    Jan 17 09:39 PM | 2 Likes Like |Link to Comment
  • James River Coal Fighting A Losing Battle With Time [View article]
    Coal may no longer be King, but it is not yet dead! I agree that this may not be a bad time for some coal investments. However, in light of the current regulatory environment, I much prefer the bonds of ARCH and ALPHA. While coal may not be allowed to fail because it furnishes so much of our energy sources, I do see its shareholders being given favorable opportunities to suceed. However, I do see enough regulatory largess to allow bonds to be serviced and paid.
    Jan 10 02:57 PM | Likes Like |Link to Comment
  • James River Coal Fighting A Losing Battle With Time [View article]
    Thanks for your article. The continuing downward spiral of the price of its bonds does not bode well for this company. It is a very sad commentary. Hovever there is some hope for the bondholders of Arch and Alpha.
    Jan 9 08:36 PM | 2 Likes Like |Link to Comment
  • Revisiting Profitable Glacier Water Services Trust Preferred Stock [View article]
    Thanks for your continuing coverage of this interesting issue which you brought to the readers attention a few years ago. I have been in and out of it due to the price swings several times. The most recent monthy issue that I am aware of is OAKS-A. Do you have any thoughts on it?
    Jan 9 06:19 PM | Likes Like |Link to Comment
  • Royal Bank Of Scotland Preferred Stock Update And Trade Ideas [View article]
    The preferreds are on the march! Thanks.
    Jan 9 06:09 PM | Likes Like |Link to Comment
  • Can Your Retirement Portfolio Handle A Position In An mREIT Stock? [View article]
    Folks who want to be in this space in a more conservative way may look to the various preferred issued by some of companies. There is still volatility in price, but the interest payment is stated. Yesterday, OAKSPRA, sometimes called OAKS-A, began trading. Good luck to all this year!
    Jan 7 02:01 PM | Likes Like |Link to Comment
  • After Hours Surprise From DryShips [View article]
    Thanks for your article. Do you have a view on CPLP which treated me very well last year? Also, I am long two Quicksilver bonds, Cusips 74837RAF1 and 74837RAG9, which have also been good for me. Happy New Year!
    Jan 1 09:53 PM | Likes Like |Link to Comment
  • A 10.6% Yielding Energy Issue For Your Income Portfolio [View article]
    I also hold this preferred, together with other energy related isses such as GSTPRA and B, MILLPRC and D,and MHRPRC. I believe in diversification and only hold small amounts of each so that the risk is spread around. Thanks for your article. Happy New Year to all!
    Dec 27 10:11 PM | Likes Like |Link to Comment
COMMENTS STATS
590 Comments
343 Likes