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  • Chris DeMuth, Jr. Positions For 2014: Certain Industries Are Ripe For Consolidation [View article]
    How does today's stock repurchase and branch closing effect the possible buyout of OSHC? Thanks!
    May 21 07:29 PM | 1 Like Like |Link to Comment
  • NorthStar Finance - 8.75% Is Nice, But Here Is An Option [View article]
    Thanks for your comment. I don't know about my sleeve, but I am at least knee high in shorter-interim term, higher yielding, at or below par bonds. The low delinquency rate and the ability of companies to obtain refinancing at somewhat lower rates has allowed me to obtain a rate of return above some of the newer stingy returns offered in the recent preferreds. As an income growth investor, I am always on the lookout for more rewarding opportunities at reasonable risk.
    May 18 09:47 PM | Likes Like |Link to Comment
  • Molycorp: Avoid The Stock, The Bonds Offer Better Value [View article]
    Thanks, I am long its 12.5% bond due in May, 2019 (Cusip 884768AE2).
    May 15 03:35 PM | 1 Like Like |Link to Comment
  • NorthStar Finance - 8.75% Is Nice, But Here Is An Option [View article]
    Thanks for your article! Is there a temporary symbol for the new issue? Also, do you have any thoughts on the new 9% WHLRP? Thanks.
    May 13 07:07 PM | Likes Like |Link to Comment
  • Callon Petroleum's Q1: Excellent Drilling Results In The Permian Rocket Stock Higher [View article]
    Thanks for covering this issue. I am long its preferred, CPE-A, which sells a little over par, yields around 9.3%, and is not callable until 2018.
    May 13 07:02 PM | Likes Like |Link to Comment
  • Molycorp: Avoid The Stock, The Bonds Offer Better Value [View article]
    Thanks for your article, but I have sold all of my MCP bonds. I prefer the risk reward of Thompson Creek, Norana Aluminium, and Arch coal.
    May 13 06:55 PM | Likes Like |Link to Comment
  • Boat Naming Help Needed [View instapost]
    Resolute and Mary Rose.
    May 12 10:30 PM | 1 Like Like |Link to Comment
  • 10%+ Dividend Payer Annaly Capital Is Still A Safe Place To Put Your Money [View article]
    The word "safe" does not belong in the same sentence with 10%+. However, for a small portion of a portfolio these types of securities may have a place. I prefer to spread their risk around using REM , which has around 15% in NLY.
    May 12 02:48 PM | 1 Like Like |Link to Comment
  • To Sell In May Or Not [View article]
    Since my view is that there is a market of stocks with plenty of opportunities for success and not simply a stock market, my motto is : Sellin May and you may rue that day! Thanks for your insight.
    Apr 30 03:21 PM | 1 Like Like |Link to Comment
  • Why McDonald's Is Not A Top Idea [View article]
    In my view, MCD is engaged in a more important third war, the battle for its share of the shrinking paycheck. I view this company as one of the bellweathers of the economy. Gas and utility costs keep rising. Those who have healthcare insurance are paying more in premiums and deductibles, food prices at the grocery stores are up, and workers's hours are being cut. Its customers are being squeezed in multiple respects. FSRs are at the mercy of discretionary spending that will not improve until the economy improves and real jobs are created. This war has been a losing one for the past several years.
    Apr 28 12:36 PM | 1 Like Like |Link to Comment
  • Bunny Cookies [View instapost]
    To assist their charitable food pantry, the Franscians of Syracuse are selling Fat Friar cookies. They can be viewed and ordered at They are heavenly! You can't take it with you, but you can send some ahead as the Chuch message boards often state! Thanks for sending your readers to the pantry.
    Apr 25 07:47 PM | 1 Like Like |Link to Comment
  • American Apparel: Our Long Investment Thesis [View article]
    Thanks for your detailed article. I hold a modest amount of its 13% bond (Cusip 023850AC4) due in 2020 which currently yields over 14%. With this company, I prefer to own its interim term debt than be an owner. Please keep us advised.
    Apr 23 06:07 PM | 2 Likes Like |Link to Comment
  • RAIT Financial - At 7.625% Their Debt Is Attractive [View article]
    Try TEMPO5. Good luck!
    Apr 14 07:39 PM | Likes Like |Link to Comment
  • Western Asset Mortgage - Is 18% Rational? [View article]
    Thanks for your very good article. WMC is joining others giving investors the chance for the double whammy. Issue more stock and the price goes down lowering the value of your investment, coupled with reduction of dividend rate. Not a good combination. I would rather own preferreds and higher yielding, shorter term corporate bonds.
    Apr 11 06:26 PM | 1 Like Like |Link to Comment
  • Novo Nordisk - An Opportune Time To Book Profits [View article]
    The stock of this company has been on fire this year and there is no reason, in my opinion, to bail. The disease is getting worse and the market is expanding greatly. This leader is not going to become a loser because of competition.
    Mar 15 10:33 AM | 1 Like Like |Link to Comment