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jbzw

jbzw
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  • PetroQuest Energy: Excellent 2014 Reserve Growth - Production Will Grow Despite ~60% Cut In 2015 Cap-Ex [View article]
    Thanks for your perspective on this bond. I have several of them in my tax deferred accounts. The maturity date is soon enough to mitigate interest rate risk and long enough to allow for some flexibility for the company to meet its obligations.
    Feb 14, 2015. 01:47 PM | Likes Like |Link to Comment
  • 7 Fat Years Of Event-Driven Investing [View article]
    Good to see the new 13G filings on OSHC!
    Feb 12, 2015. 10:35 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #65 [View instapost]
    Is your first name Targa Resources - NGLS ? Thanks.
    Feb 12, 2015. 01:55 PM | Likes Like |Link to Comment
  • Bought 2 Vanguard Natural Resources 7.875% Senior Unsecured Bonds Maturing 4/1/20 At 86.59 [View instapost]
    As you often correctly say, when you buy a bond you know exactly what you will get for your investment provided the issuer stays ok. With stocks and REITs, when rates go up, the prices tend to drop.
    Feb 12, 2015. 12:49 PM | Likes Like |Link to Comment
  • Long Immigration Reform With American Apparel [View article]
    I bought a small amount of the senior 15% PIK Senior Notes due in April,2020 (Cus 023850AC4) when they were selling in the low 80s. The result could be excellent or a total bust. My view is that the stock is much, much riskier.
    Feb 12, 2015. 12:31 PM | Likes Like |Link to Comment
  • Best Ways To Invest -- What's Your Opinion? A Place To Share Ideas! #64 [View instapost]
    If you want a break from all of the finance reading, try " A Line in the Sand" by one of Great Britian's best thriller authors, Gerald Seymour.
    Feb 11, 2015. 10:41 PM | Likes Like |Link to Comment
  • Chris DeMuth, Jr. Positions For 2015: Banking M&A, Milestone Payments, Litigation Results [View article]
    I will stick with RVP as my litigation appreciation play. Easier to collect from BDX than a foreign country. It is extremely time consuming and expensive to collect from a soverign government. One of my former law partners used to say that he could wallpaper his living room with uncollected judgements. Too much Bleak House and politics in trying to obtain real money. Remember the years spent in trying to make Libya and Iran honor awards. Good Luck to all.
    Feb 11, 2015. 09:54 PM | 1 Like Like |Link to Comment
  • One Outa Two [View instapost]
    Thanks for the update. When I read the headline, I thought the comment was about ORB.
    Feb 10, 2015. 10:08 AM | Likes Like |Link to Comment
  • Bought 2 Vanguard Natural Resources 7.875% Senior Unsecured Bonds Maturing 4/1/20 At 86.59 [View article]
    Thanks for your post. I am with you on this one. I also agree that the bond is a much better choice than the preferred issues. Additionally, I like the way you present the current yield, as well as the YTM. With these types of issues, I look for at least a current yield of at least 9%. I do not want most of the gain at the end of the term of these types of issues. Earlier interest mitigates the amount of loss if there is a problem at maturity.
    Feb 9, 2015. 12:49 PM | Likes Like |Link to Comment
  • A Safe 10.6% Yield From A Shipping Issue: GSL Preferred Stock [View article]
    My portfolio has lots of preferred issues and I will look into your suggestion further. Thanks for your article about it. However,I must say that in my view the words "safe" and "10.6% yield" do not belong in the same sentence.
    Feb 5, 2015. 07:51 PM | 2 Likes Like |Link to Comment
  • Preferred Stocks With A Pop [View article]
    Chris, I jusr read your earlier post on your 2015 stocks. I am glad to see that you have upped your RVP estimate to 10ish. Please keep us posted. Thanks.
    Feb 5, 2015. 11:11 AM | Likes Like |Link to Comment
  • Preferred Stocks With A Pop [View article]
    The good news on RVP continues. In denying the BDX stay request,the appeals court must not have thought much of the probability of success of its appeal. Otherwise, the court would have granted the stay of the injunction. As things currently stand, BDX must do something very quickly to avoid terrible consequences for its business.
    Feb 5, 2015. 11:04 AM | Likes Like |Link to Comment
  • Bought Back The Linn Energy 8.625% Senior Unsecured Bond Maturing In 2020 [View article]
    Thanks for the details.
    Feb 4, 2015. 05:50 PM | Likes Like |Link to Comment
  • I AM RECEIVING NO COMPENSATION FROM SEEKINGALPHA [View instapost]
    "Diligence is the mother of good fortune..." --- Miguel de Cervantes
    Feb 3, 2015. 11:52 AM | Likes Like |Link to Comment
  • Bought Back The Linn Energy 8.625% Senior Unsecured Bond Maturing In 2020 [View article]
    Thanks. See my last reply.
    Feb 3, 2015. 11:16 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
861 Comments
512 Likes