thewisejman, what did you think about MRCC earnings? I glanced through it and did not see anything to alarm me, though I'm certainly no expert in dissecting those reports. Kept the dividend at $0.34 which is good. Earnings of $0.32 seemed to be on the high end of expectations?
I find it frustrating that HCP continues to act weaker than HCN, even though everything I read shows HCP to be the stronger REIT. Especially when you look at the debt.
Why would you think there is even the possibility of a restatement? That seems out in left field to me, as I've read nothing to even hint at that.
probably a prudent measure. Even with the consistent 2 billion of QE day after day, market is wavering here at the highs. Interest rates jacking back upwards. Not much good news at all coming out of China. Up till now, government has been bailing out every failing private investment trust and the like right before the dam breaks. Somehow I wonder if this time will be any different.
Sorry, what I meant to ask is if HRZN focuses on tech to funnel investment dollars into like HTGC. Being lazy, did not click over to see its profile until today. Full name, Horizon Technology Fincance Corporation. Hah, kind of answers my question right there.
You would not think so, but at least for now NRZ continues to find itself in weak hands. Each time it goes close to $6, I think why on earth? And then I hit the buy button.
ARCC is at the top of my BDC buy list. I'm definitely planning on buying more before ex-div date, but I am trying to be patient and see how much it will drop due to the entire BDC world selling off thanks to the news.
Given this is a limited partnership that aims to send out a consistent distribution with a little growth thrown in, I don't see how they can achieve that goal without hedging a lot. I personally much prefer the bird in the hand to the potential of two in the bush, considering this is income I live on.
This doesn't sound too bad, considering Mr. Lawsky is asking at least as much from Ocwen and Walter Asset also. Politics are in play here, it is what it is.
I have a feeling some are targeting VGR as another potential buy out play? Reading the Lorillard news, seems to indicate there might be more M&A in the near future in this industry.
That is an interesting point, thanks for bringing it up. As an early retiree, I'm definitely planning on converting part of my rollover IRA each year to a Roth to fill up a certain tax bracket at the (relatively) low rate. I did not think about the ramifications of unwinding a potential conversion. I wonder how hard it would be down the road to consolidate all the newly opened Roth accounts each year into just one at some point?
They are pretty well hedged for the next few years. I think another posted noted it was not until 2017 that VNR had a lot of exposure to spot prices, and I'm sure in due time they will renew hedges as appropriate to protect a consistent distribution rate for the unit holders.