mark. (or anybody else)...what are the drivers (share price wise) for DVHL (yield about 18.7%)...I notice that DVHL is up about 4% today and I wonder what the driver is (???)...! Is it the 10 year note yield or sometime else (???)...! Stagg...!
mike...you ask some good questions and I am sure you will get a lot of different answers...I think, first, we don't know when interest rates are going to increase (???), but a lot the BDC's should benefit from it...second, it is probably best to stay away from most REITs as higher interest rates will make them suffer...third, I don't like the MLP's as their business model is starting to come into question (???) and most energy stocks suck, at this time (a lot of the MLP's have 'financially-engineered yields' and it will not last)...fourth, SFL is my 'core anchor holding' and as always performed well over the long term, I also like FRO and UVE, at this time (UVE after the 'hurricane threat and the flooding' is over on the East Coast)...sixth, a lot of shipping is on the rebound and some have decent yields...seventh, stocks like FFC and EXG look good for some 'long term income' portfolio balance....! Good luck on your selections...! Stagg...!
update...at this time, FRO is still surging...FRO, KCAP and NMM are the only stocks that I am adding...I sold my UVE, just in time, for a nice profit (but will probably buy it back later on)...! I am now about 40% cash...! Stagg...!
huff....I agree, sometimes I get in a hurry and copy some information wrong and sometimes the information that I copy is also wrong...that said, MLPL is an outstanding play when energy prices are increasing...for the record, MLPL has gone down -39% since I sold it not counting the yields...
Myself, I like several of the high yield 2X ETRACS, as I also like BDCL (a current holding) which has a yield of about 21% and seems to be 'back on the fast track' again...! Today was also a good day for a lot of the BDC's...! Stagg...!
sarge...I know that APPLE is going a lot higher in share price, because I do not own it (that is the way it works, lol)...! Stagg...!
k-bon...I am still afraid of the energy sectors, Iran will soon have a lot of oil coming on line and that could be a show stopper (???),..that could pull the whole energy sectors down again...I have made a lot of profits in the energy sectors in the past (and plan to in the future), but it is still to soon for me...I may lose some upside profits by waiting, but prefer to play it safe, as I can get 'higher and safer' yields elsewhere...i.e. BDCL (yield about 17%) is up about 4.5% today and PSEC (the stock we love to hate) is up over 3%, at this time...! Stagg...!
Board members...FRO is now up over 9% in a couple of days...I am not sure if it will continue, but I plan to add more shares, (soon) as the future seems bright for, at least, the next 6 months...I also have a sharp eye on NMM (yield now about 24%) as I feel it may be over-sold...! That said, SFL still seems like a cog-lock for future profits...! Stagg...!
ed...MLPL (yield about 13%) is up again today and at this time, lot of the BDC's are still on the fast track...i.e. BDCL (yield about 17%) is still running strong as is KCAP and PSEC...! Stagg...!
Board members...I sold all of my UVE for 'a nice short term profit', because I am afraid that the hurricane may hit the East Coast and that is where most of their insurance business is...UVE will probably trade lower because of the hurricane threat and I may be able to reenter (maybe cheaper) after the hurricane is over...update, I beat it under the wire on UVE, 'lucky me'..! Stagg...!
big-g....it was the regular dividend paid on 09/30/15 and 'not a special'....however, we may receive a special dividend of some type in the future (relating to some of the dealing with FRO on new charter rates and etc.), but there is no solid news on it yet...! Stagg...!
mark...I think all of the BDC's are up very strong today (including PSEC, KCAP, HTGC, BDCL and etc.)...it may get worst, but not today...! Stagg...!
mark...I use two measures on my investments (a lot of investors use only one, which is principal)...first, I look at my revenue stream from my investments...second, I look at my principal...both are important, but I give a preference to my revenue stream...I also know that the Law of Supply and Demand is the first law of economics and the most important...
That said, BDCL, is up strong today because its high yield holdings are up today...FRO, is up strong today because it was oversold and because of the forward outlook (including a future yield) on it and UVE, is up 'very strong' today because of an increase in their insurance business (West Virginia)...! The fact is, that it is all very simple to figure out, even as the markets are doing a snap back....! Stagg...!
k-bon...I wish you well, as I may do some cherry picking, but I am to chicken to take the full plunge yet...! That said, I hear the new torpedoes will turn around and 'come back again' if they miss (???)...! Stagg...!
Board members...I know that a lot of investors here get tired of me pushing high yield stocks...however, we need to remember that as more 'Baby Boomers retire', the demand for for higher yields 'will increase'...over time, the Law of Supply and Demand never fails and the demand for higher yields will continue to increase and this 'will also increase the value' of a lot of high yield stocks...! The fact is, that most of the older investors on this message board (including myself) are always seeking out sustainable higher yields...! Stagg...!
Board members...UVE (yield about 1.76%) is 'still growing very fast', as they can now also sell insurance in West Virginia...UVE has strong color (p/e of about 10 and the ROE is outstanding at 41%) plus, a wonderful forward outlook, as long as the East Coast does not get hit with a major hurricane, UVE will continue to do fine...! Stagg...!
Board members...has anyone notice that SFL always bounces back up in share price 'a lot faster' that most other stocks (???)...! Stagg...!
sarge...there are a lot of really great bargains in the market at this time (I could not believer the pull-back today)...however,my opinion is, that the bargains will probably 'get a lot better' over the next month...! Stagg...!
william...I agree, my income stream keeps increasing from my yields and the Jim Beam Black is as good as ever...it is hard to believe that my cash revenue from my holdings keep going up while the principal keeps going down (I will be a heavy buyer in about another month)...! My current plan is to increase some of my BDC holdings (but not yet)...! Stagg...!
Board members ...I now have all my corn in and it only made 149 bu. to the acre at $3.61 a bu. (I don't have any storage), I hope my soybean yields are decent (I will know in about another week)...my net farm income will be down by at least 50% from last year (mostly because of a lot lower grain prices)...
It seems like all of the markets are a train wreak and it keeps getting worst, I am afraid this is going to be a long and Bloody October, as this is now looking like a 'pre-October sell off'...! I would like to keep the faith, but my faith is now down by about 80%...! Stagg...!
sarge...SFL is probably down today, because I posted to many messages on this board about how much profit JF was making on the FRO and FRO 2012 merger (SFL owns 27.7% of FRO and will own 7% of FRO in the future)...! Just joking lol, but then again (???)...! Stagg...!