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Sorted by: Date | Top Results
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| 1. |
Re: just increased my short dramatically... 
Well I live near a picturesque beach in the 2nd most
expensive metropolitan area in the country (The SF
Bay) and trading is my only form of income -- I can
assure you my Long/Short trading profits aren...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Main St. & Main, Inc. (MAIN)
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dbobbe |
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18-Dec-09 05:47 pm |
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| 2. |
Re: just increased my short dramatically...
No frying here, pal. My offsetting long in FSC has
easily outperformed my short in MAIN.
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Main St. & Main, Inc. (MAIN)
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dbobbe |
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15-Dec-09 02:19 pm |
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| 3. |
year-end dividend speculation
I've seen some speculation out here that this fund
will crater if no year-end dividend is declared and
that said dividend is highly unlikely to occur given
the fact that PGP...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Pimco Global Stocksplus Income Fund (PGP)
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dbobbe |
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15-Dec-09 01:56 pm |
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| 4. |
Re: Earnings
dormie18: Good point. I've noticed on many of the
BDC earnings calls that analysts are encouraging management
to put money to work in this unusually attractive
environment. Hopefully...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
Fifth Street Finance Corp.
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dbobbe |
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9-Dec-09 11:39 pm |
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| 5. |
Re: Earnings
The NAV indeed dropped because of the large secondary
equity offering in late September, which occurred
at a discount to NAV and was thus dilutitive. You
are correct that the...
Business & Finance > Investments > Stocks (A to Z) > Stocks F >
Fifth Street Finance Corp.
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dbobbe |
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9-Dec-09 11:35 pm |
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| 6. |
just increased my short dramatically...
At 14.84, MAIN is really over-valued right now relative
to its peers. I'm putting my money were my mouth
is and shorting this name large with an offsettin
g...
Business & Finance > Investments > Stocks (A to Z) > Stocks M >
Main St. & Main, Inc. (MAIN)
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dbobbe |
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2-Dec-09 04:10 pm |
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| 7. |
Re: still going higher...
P.S. Thanks for providing color, guys. I don't
like being wrong but if I'm going to be wrong
I'd rather find out sooner rather than later.
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Patriot Capital Funding, Inc. (PCAP)
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dbobbe |
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24-Nov-09 04:50 am |
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| 8. |
Re: still going higher...
Upon further review, I think you guys are correct that
the arb is gone. I'm actually a bit peeved at
PSEC's management because during the earnings
call they specifically said that the...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Patriot Capital Funding, Inc. (PCAP)
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dbobbe |
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24-Nov-09 04:49 am |
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| 9. |
GLAD a buyout candidate?
Looking at GLAD's latest 10Q, I'm beginning
to think that they are a buyout candidate. First of
all, they are quite cheap relative to most other well-capitalized
BDCs with a P...
Business & Finance > Investments > Stocks (A to Z) > Stocks G >
Gladstone Capital Corpora (GLAD)
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dbobbe |
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24-Nov-09 04:43 am |
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| 10. |
Re: still going higher...
"I read the merger agreement in detail. The dividend
will reduce the conversion ratio. At best, this reduces
the arb opportunity to a few cents." This is
incorrect. This issue was discussed...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Patriot Capital Funding, Inc. (PCAP)
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dbobbe |
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19-Nov-09 02:18 pm |
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| 11. |
still going higher...
with PSEC trading at $10.80, PCAP is worth approximately
$4.31/share. The merger has been approved and should
be official within two weeks. Good time to buy mo
re...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Patriot Capital Funding, Inc. (PCAP)
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dbobbe |
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19-Nov-09 01:06 am |
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| 12. |
Re: MY FATHER TOLD ME IF IT PAYS 16% IS A BOILER ROON OPERATION
I doubt your father ever invested in BDCs. They are
required to pay out 95% of their current income so
the dividends are higher than usual. This is a real
company...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
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dbobbe |
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16-Nov-09 05:07 pm |
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| 13. |
Re: Historic NAV premium ?
You can view PGP's recent NAV history by typing
in the ticker "XPGPX" in Yahoo! Finance.
Note that Yahoo! doesn't provide historical data
prior to 10/26/05 (I'm not sure why). http://finance.yahoo.com/q/hp?s=XPGPX
As you can see...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Pimco Global Stocksplus Income Fund (PGP)
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dbobbe |
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16-Nov-09 02:23 pm |
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| 14. |
Re: Hope I am right
It looks like they can't do secondaries until the
price hits 95% of NAV or $9.11 (see quote from the
10Q below). I like this feature -- seems like a nice
benefit of having a small group...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BlackRock Kelso Capital Corporation (BKCC)
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dbobbe |
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5-Nov-09 01:05 pm |
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| 15. |
Dangerous place to be in a crash: will history repeat itself?
On 9/2/08, CRF closed at $24.72 per share and was trading
at a premium of 99% to NAV. During September and October,
the broad markets fell steeply and CRF finally bo
ttomed...
Business & Finance > Investments > Stocks (A to Z) > Stocks C >
Cornerstone Total Return Fund Inc. (CRF)
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dbobbe |
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30-Oct-09 01:21 pm |
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| 16. |
Re: expecting another jump, breakout through $8
P.S. I actually really like AINV. I just think it's
over-valued relative to BKCC and it's the best
pair one can find for BKCC, especially now that ARCC
has become ARCC/ALD.
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BlackRock Kelso Capital Corporation (BKCC)
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dbobbe |
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27-Oct-09 02:45 pm |
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| 17. |
expecting another jump, breakout through $8
Nice out-performance from BKCC the last two days despite
broad weakness in the overall financial sector. The
stock is still quite cheap so it should rise to, and
perhaps through, $8. Earnings will be...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BlackRock Kelso Capital Corporation (BKCC)
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dbobbe |
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27-Oct-09 02:42 pm |
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| 18. |
Re: Sold PSEC today
You don't understand, Fightcrib. He's saying
that he purposely sold BEFORE the stock went ex-dividend
because he anticipated the drop after the ex-date
to exceed the dividend itself. He was...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Prospect Capital Corporation
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dbobbe |
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13-Oct-09 02:41 pm |
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| 19. |
Re: Forget the Math, Why is This Stock Moving Up When
Your delightful Christmas surprise is much more likely
to be a loss of around $6 per share. This CEF is absurdly
over-priced and will eventually revert to NAV.
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Pimco Global Stocksplus Income Fund (PGP)
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dbobbe |
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29-Sep-09 07:22 pm |
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| 20. |
Re: due for a jump
The market is most definitely inefficient with respect
to BKCC. Note that 79% of its shares are closely held,
which leads to generally low volume and wild swings
in its share price...
Business & Finance > Investments > Stocks (A to Z) > Stocks B >
BlackRock Kelso Capital Corporation (BKCC)
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dbobbe |
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29-Sep-09 07:18 pm |
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