I am sorry to hear about your stroke but am very glad to have you back. I always worry and wonder when folks disappear. I know some just start posting under a different name. Hang in there and I hope you can rehabilitate more function back.
Otherwise, your portfolio is probably not much different than if you were watching it everyday. Sometime I wonder if I should just do less screen watching. There would be much less worry and probably not much difference in results. There was a big drop there in Feb? but I am sure you are doing well now.
In any case, I am glad you are back. I have learned much from your posts and commentary. Thanks.
I agree with your analysis of FSA bonds.I am retired and rely on fixed income securities and utes for income. Ran accross these which seem to offer very good yields for securities with such a high credit rating and will be adding.The bank preferreds have given me one heck of a ride but seem to be recovering.I own BSC,ING, and DB issues and let FFC pick the American banks.Weirdest market I can recall- my portfolio value is still down but my income is up- strange times.These look fairly safe esecially with Ross connection. Glad you escaped the hospital and good luck.RRW
how can AGO be trading higher than the FSA bonds? am I missing something here? the deal is as good as done, AGO is paying dividends, appears to be making income and does not seem to be dying anytime soon, the bonds should be at 25, I"m thinking of going all in, this is just stupid.
Hey Bottomdude, thanks for your kind words. I spent 3 months in 'horsepital' dealing with moderate stroke. Entire left side is "out of order". Spent another month too depressed by markets to look at it... :-). But April looking better. The markets, I mean... ... personally I've been happy that I can still talk, sort of, and the right side is just fine...too bad I'm left handed.
Sold off a few of the dicier preferreds last fall when things were looking grim and replaced them with more confident issues like FSA's preferreds, among others. Sold off some banks and replaced with "blue chip" REIT preferreds... stayin' tuned, and your kind thoughts GREATLY APPRECIATED... jim