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jbzw

jbzw
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  • An 11.2% Yield From A Diversified Shipping Company: Navios Maritime Holdings Preferred [View article]
    NM-PH is yielding over 11% because its original issuance in 6/14 was at $25 per share and its yield was set at 8.625%. Its price has dropped to $19 and change (over 20%) since its issuance, resulting in its much higher yield. I own its bonds which yield around 14% to maturity and have priority over its preferreds. To each his own, but I prefer a higher return and greater security. I enjoy your analysis of high yield issues, but prefer the advantages of bonds. I would rather be a creditor than an owner of these types of companies.
    Jun 12, 2015. 07:39 PM | 1 Like Like |Link to Comment
  • Signs Of A Stock Market Correction Developing [View article]
    Thanks. I also have some of the NRPs.
    Jun 11, 2015. 09:41 AM | Likes Like |Link to Comment
  • Signs Of A Stock Market Correction Developing [View article]
    Tack, I have some of the 2020 LINN bonds, but do not know of any maturing in 2018. Can you provide the Cusip for them ? Thanks.
    Jun 10, 2015. 07:33 PM | Likes Like |Link to Comment
  • Bump Bump Bump [View instapost]
    I couldn't agree more. I am long MCGC and HC2's 11% Sr Note 12/01/2019 (CUSIP 404139AB3) which has a current yield of 10.75% and trades a tad over par. No large percentage owners of MCGC means we need more complaing voices about fiduciary responsibilities.
    Jun 3, 2015. 06:34 PM | Likes Like |Link to Comment
  • Quote Of The Day – Wednesday, June 03, 2015 [View instapost]
    And a strong stomach to stick to your convictions despite the noise of the market experts who flood the airways daily.
    Jun 3, 2015. 10:07 AM | 1 Like Like |Link to Comment
  • Bought 2 Gastar Exploration 8.625% Senior Secured Bonds Maturing In May 2018 [View article]
    SG, we miss your excellent insight. Please return to SA. If you do not, please advise where we can continue to view your anaylsis. Hope you are doing well.
    Jun 3, 2015. 10:02 AM | Likes Like |Link to Comment
  • Learning From The Masters: Q&A Session With WmHilger1 [View article]
    Thanks for the interview of one of the best investor minds on SA. I hope he keeps sharing his wisdom for many years to come.
    May 30, 2015. 03:28 PM | 2 Likes Like |Link to Comment
  • 3 Ways To Spend Your Time, 1 Way Not To, & Lorillard [View article]
    Today is the ex date and Lo is smoking.
    May 28, 2015. 11:50 AM | 1 Like Like |Link to Comment
  • 9 Top Hedge Fund Managers' Latest Picks [View article]
    I did some further research. It appears that the LO dividend will be paid.
    May 26, 2015. 09:16 PM | 1 Like Like |Link to Comment
  • 9 Top Hedge Fund Managers' Latest Picks [View article]
    Chris: When does the deal close and will LO shareholders receive their dividend. I cannot locate this info on the web. Thanks.
    May 26, 2015. 07:04 PM | Likes Like |Link to Comment
  • 9 Top Hedge Fund Managers' Latest Picks [View article]
    Chris: I agree with you about getting one more LO dividend before the deal. It would be nice to see some usual goverment pace on this one.
    May 26, 2015. 09:56 AM | 1 Like Like |Link to Comment
  • Resource Capital Needs To Get Its Act Together [View article]
    I do not buy the common stock of this type of company and have no special information about possible default. I buy preferreds since interest cannot be paid on the common unless the preferred is paid. Numerous preferreds trade below par and the RSO ones do not indicate to me any near term default. However, I am not an expert and caveat emptor applies. Good luck to you.
    May 25, 2015. 10:17 PM | 1 Like Like |Link to Comment
  • Merger Arbitrage Forum (PART 2) [View instapost]
    Thanks for the update. I elected the cash. Do have any info on the payment date?
    May 25, 2015. 10:08 PM | Likes Like |Link to Comment
  • Resource Capital Needs To Get Its Act Together [View article]
    I have done well with the preferreds. They are below par and yield around 9% for the income portion of my portfolio.
    May 24, 2015. 06:59 PM | 3 Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #75 [View instapost]
    Thats why I buy bonds.
    May 22, 2015. 07:05 PM | Likes Like |Link to Comment
COMMENTS STATS
960 Comments
540 Likes