Board members...at this time SDRL (yield about 10.8%) is up over 3% in the Pre-Market...SDRL will report earnings tomorrow and it looks like investors may like the new pending deal with Rosneft and NADL...however, I wonder why NSDL is not also up in the Pre-Market (???)....
That said, we should be able to get a stronger grip where the future of SDRL is heading tomorrow, I am also looking forward to hearing some more news from SDRL on SeaMex...plus, SFL (yield about 8.7%) should report earnings sometime today (???)...! Stagg...!
palestone...probably because most of the LINE shareholders are in 'for the long haul' and don't trade as much as the LNCO shareholders because of the tax breaks...! $tagg...!
Iachu...some investors may disagree with you because SFL is up about 3% at this time today...HTGC and BDCL are also having a fine day...! $tagg...!
gambler...you are not a jinx, SDRL is just catching its breath a bit today...the fact is, that SDRL is getting a lot of good press lately...this market is getting a bit scary as I am making new highs on my holdings everyday...aside from the tax issue (???), I expect SDRL to continue to perform very well...at this time, VLCCF and BDCL are doing a nice 'snap back' today...! $tagg...!
Board members...SFL (yield about 9.1%) has a decent yield and is still showing strong growth...two more dry bulk carriers should add about 7 million dollars a year in income (starting in about two months) and four newbuilding container vessels will add about 46 million a year in income for a total of another 53 million dollar a year...all of these ships are contracted on long term charters (seven to eight years)...! If SFL reports strong earnings next week, it should shine very bright...! $tagg...!
Board members...ed is correct, HQL is an outstanding stock (not in my current holdings and that is a mistake)...HQL (yield about 7.3%) is up 15 % in the last 12 months, 72% in the last 3 years and 175% over the last 5 years in Total Returns...BIP (yield about 4.7%) is up 11% in the last 12 months, 86% over the last 3 years and 252% over the last 5 years in Total Returns...HQL and BIP both have nice long an short term records...! $tagg...!
Board members...most of the time when a company is selling off assets it is a warning sign (that they cannot get their financial act together)...
Today's Tip...BDCL (yield about 17.5%) is over-sold and on the rebound, BDCL is a basket of BDC's and is double leveraged (2X), we get twice the profit or loss for the same amount of invested funds...! $tagg...!
sarge...yes, the tax issue has been settled but the details are secret...and yes, there is other news (everywhere)...SDRL has been getting 'a lot of very good press' lately (in the past it was all bad)...a lot of investors are worried about the debt of SDRL (I am not)...I always feel that debt is an asset if it is income producing (and with SDRL it is)....however, the tax issue is different, not serious, but it may push 'the upside time frame' back a bit, ???....! $tagg...!
Board members...Zacks gives SFL a buy rating and thinks there will be a 35% upside to earnings (I agree)...however, I have been a loyal holder of SDRL and it has been on the uptick...but I am now a bit concerned about a tax liability that they have at this time, 'it has been settled', but the details are secret (this may not be good, ???)...! $tagg...!
sarge...your research is getting a lot better all the time (good for all of us)...yesterday was Terrible Tuesday and today is 'Wonderful Wednesday' as all of my holdings are doing fine except for STAG...that said, SFL will report earnings in a couple of days and SDRL will follow, I will soon look pretty smart or really stupid (???), we will know more very soon...
My PSEC and BDCL are hanging in there but there may be a bit more pain in them before they start to rebound in maybe four to five weeks (???)...AWLCF is still running hot , even after going ex-dividend yesterday (its been a real sweet holding)...! Keep up the good work as we all profit from it...! $tagg...!
william...you have not waited to long...while it is true that I teased mark (to see if he was asleep at the wheel), the fact is, that 'mark is correct' as it is down over-all from the last time I posted a message about it (August is still a fine time to get into AMHPF as it is not to late yet)...
That said, I need some good tips from you guys (william, mark, ed and etc.) about some top rated pipeline companies that should shine in the future (???).....! Thanks in advance...! $tagg...!
Board members... AMHPF (no yield , just a lot of guts) is up 26% today on higher volume...the purpose of this message 'is to tease mark' a little bit, lol...! Good luck to all...! $tagg...!
Board members...I am having 'another great day' in the markets, but it would be a lot better if I owned some VLCCF as it is still on the 'very fast track'...I can't stand it, I may have to sell something so I can buy some (no joke)...! $tagg...!
mark...we never know in advance whether the dividend 'is going to be increased either'...I don't know how you can invest at all with your on-going negative outlook all the time...! Cheer up, investing is a lot of fun, enjoy it...! $tagg...!
sarge...you are correct again (good for you), my oldest son who is an electrical engineer told me several years ago that our telephone, TV, internet and etc. were 'all going to come together' and now it is happening very fast...in the future we will be inside the TV set (the screen and sound will be all around us, even the floor) and people will jump out and move around the room with us (a complete home theater room with a lot of holograms)....! Please keep up your outstanding research (its good for all of us)...! $tagg...!
bob...my point is, as a stock drops in share price the yields get stronger and it 'tends to stop the decline'...however, if they reduce the yield, then all bets are off...a lot of investors thought that AWLCF was a poor investment, but it is doing great and has just increased the current yield...some investors take their profits and go shopping, I take my 'yields and profits' and go shopping (and most of the time my yields)...! Surely I am not the only investor on this message board that checks out the color (key statistics) of a stock (???)...! $tagg...!
gambler...PSEC (yield about 13.4% and pays monthly) and my BDCL (yield about 17.1%) are both my lowest performing portfolio core holdings at this time because most BDC's are still getting smashed...however, PSEC still has 'outstanding color and has a decent yield' and I am holding, and will probably add more to it in the future...
That said, we all have our favorite stocks, but it is always 'best to balance out' our portfolio holdings and not go top heavy into a few...my model calls for me to always make a few poor choices (and at this time it is PSEC and BDCL)...however, because of 'the current color' of PSEC I am still holding and will dollar cost aver
age some more in the future...! I strongly feel that the sell-off in PSEC, BDCL and SDRL is over done because their yields are still very strong...! $tagg...!
mark...I didn't see all of these so-called Pro's predict a market crash in 2008...one of my main rules is that companies that do OK when times are tough should continue to do good in the future, 'even if the future is uncertain'...! $tagg...!
Board members... SFL will report earnings in about a week and SDRL will report earnings at the end of the month..we will then get 'a real grip' on where these two companies are headed (if earning are poor I will be eating a lot of crow)...
That said, MLPL and AWLCF are still running strong and AWLCF is now my second leading portfolio gainer, followed by MLPL and then STAG...BDCL (yield about 17%) is my worst gainer and is now in last place...!