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jbzw

jbzw
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  • 3 Reasons TravelCenters Of America Could Triple [View article]
    Up very nicely today. Thanks for alerting us to TA!
    Jan 24 09:46 PM | Likes Like |Link to Comment
  • Investment Strategy: What Portfolio Withdrawal Rate Can You Live With? [View article]
    The best withdrawal rate is none. Living off the interest generated, plus whatever SS benefits come in is the best formula. Roth conversions are the best way to keep the income away from taxes. The bitter pill of taxation on the year of conversion can be the best remedy in the long run. Avoiding withdrawal of principal should be avoided for as long as possible. the so called formulas are a recipe for diaster.
    Jan 18 07:53 PM | 5 Likes Like |Link to Comment
  • Understanding Credit Risk For Corporate Bonds [View article]
    Excellent article! What has been the recent default percentage on HYBonds? Thanks.
    Jan 17 09:25 AM | Likes Like |Link to Comment
  • IPO Preview: USA Compression Partners, LP [View article]
    Bought some today for the dividend .
    Jan 16 10:11 AM | Likes Like |Link to Comment
  • Non-Agency Mortgage REITs: Part 4 - The Recovery Room [View article]
    RAS and its preferreds up today. You nailed it! Also great continuing call on ABR which got an upgrade and good lift today. Does't this beat the law practice? Thanks.
    Jan 15 08:21 PM | Likes Like |Link to Comment
  • Banco Santander: A 10.8% Yield, But Can It Last? [View article]
    I will keep the cash. Reinvesting increases your exposure while cash gives you the flexibility to decide whether the cash can be redeployed for more higher gain or better dividends.
    Jan 15 08:15 PM | Likes Like |Link to Comment
  • Insiders Are Buying These 2 Unconventional High Yielders [View article]
    I own CODI which goes x later this month. Thanks for your article.
    Jan 14 09:23 AM | Likes Like |Link to Comment
  • Non-Agency Mortgage REITs: Part 4 - The Recovery Room [View article]
    Thanks for your article. I own all three of the RAS preferreds-A,B and C. They are all still trading below par and pay very well. Please continue to advise about these opportunities for gain!
    Jan 14 09:21 AM | Likes Like |Link to Comment
  • Revisiting My Bullish Thesis On BP Prudhoe Bay Royalty Trust [View article]
    Thanks for your article. I own BPT, but it is not a hold and forget position. These types of issues require much more attention than regular ones. Please keep us posted.
    Jan 11 12:33 PM | 3 Likes Like |Link to Comment
  • Top Bullish Stocks On Wednesday: Banco Santander With Unusual Call Activities [View article]
    Thanks for your insight on SAN. Conservative investors may also want to look at SAN-E which yields above 9%.
    Jan 9 09:30 PM | 2 Likes Like |Link to Comment
  • 5 Hybrid Mortgage REITs Yielding 10% For 2013 [View article]
    Excellent idea! I love it.
    Jan 9 03:23 PM | Likes Like |Link to Comment
  • Cooper Tires: A Quick Glance At 2 Bonds [View article]
    Thanks for writing about these individual bonds. SA readers benefit from information on individual issues. CTB has performed very well during the past two months - @15%. However, as to the bonds, I prefer not to pay so much over par. Please keep your articles coming.
    Jan 9 08:07 AM | Likes Like |Link to Comment
  • Buy The Mortgage REITs Or Buy Their Preferreds? [View article]
    I like NRF-C even better!
    Jan 8 11:26 AM | Likes Like |Link to Comment
  • Principal Protection For Preferred Stock Investors During A Low Rate Environment [View article]
    I think it may be doing some activity to address the A and B issues. I like the C issue because it is not callable until 2017. I am also long the common stock. Mr. Le Du's articles and subscription service offer excellent information on preferreds. You may also want to read some prior articles on this site by Michael Terry. Good Luck!
    Jan 8 11:23 AM | Likes Like |Link to Comment
  • Principal Protection For Preferred Stock Investors During A Low Rate Environment [View article]
    Look t NRF-C. Close to par and paying above 8.7%.
    Jan 7 08:34 PM | Likes Like |Link to Comment
COMMENTS STATS
414 Comments
173 Likes