Silicon Investor - 50% Gains Investing

[Dale Baker] Took profits in SSW-D which I had bought at par in the past, recycling the funds...

Dale Baker — 6/18/2013 1:51:22 PM

Took profits in SSW-D which I had bought at par in the past, recycling the funds into other plays. While some preferreds are LT holds in my income portfolio, I will flip others when I get them cheap and they add several %.

[Dale Baker] FYI, AFSI is hitting new highs while its new pfd, trading as AFSIP, is still wel...

Dale Baker — 6/18/2013 1:09:36 PM

FYI, AFSI is hitting new highs while its new pfd, trading as AFSIP, is still well under par, a good deal. Not callable until 2018 with a 6.75% coupon.

[Dale Baker] Added a last lot of CENJF and bought back old holding RWC after a nice write-up ...

Dale Baker — 6/18/2013 12:54:04 PM

Added a last lot of CENJF and bought back old holding RWC after a nice write-up in SA.

[Michael Thomas] Genel Energy - GEGYF trades here on the pink sheets at $14.10, their listing on ...

Michael Thomas — 6/18/2013 12:41:20 PM

Genel Energy - GEGYF trades here on the pink sheets at $14.10, their listing on the LSE (GENL.L) trades at 910 gbp. I will sometimes use Google Finance to get quotes. Giv'em a try. Hope that helps.

[Dale Baker] I may pick up a few CEN to tuck away on this dip: Coastal Energy Announces Oper...

Dale Baker — 6/18/2013 12:38:04 PM

I may pick up a few CEN to tuck away on this dip: Coastal Energy Announces Operations & Guidance Update and Successful Exploration Results [graphic] HOUSTON, June 17, Jun 17, 2013 (GLOBE NEWSWIRE via COMTEX) -- Coastal Energy Company ...

[KaiserSosze] I believe AGNC is highly leveraged (more so than many of the other mReits) so bi...

KaiserSosze — 6/18/2013 12:06:24 PM

I believe AGNC is highly leveraged (more so than many of the other mReits) so bigger impact on them with these rising rates (IMO).

[Elroy] Most of the other mREITs have held the dividend flat with Q1 levels. I don't qu...

Elroy — 6/18/2013 11:49:37 AM

Most of the other mREITs have held the dividend flat with Q1 levels. I don't quite understand why, but consensus seems to be that AGNC will lower theirs.

[Willitsoar] Open "Tools" - go to seach, then to Yahoo! Quote, put in symbol, then hit Enter ...

Willitsoar — 6/18/2013 11:39:37 AM

Open "Tools" - go to seach, then to Yahoo! Quote, put in symbol, then hit Enter on your keyboard. Works for me. (pita!) Will

[Dale Baker] Great, this is one I tucked away for a while.....

Dale Baker — 6/18/2013 10:56:02 AM

[Suma] Ever since S.I. Investor changed it's fact there is no place for quotes. When so...

Suma — 6/18/2013 10:35:15 AM

Ever since S.I. Investor changed it's fact there is no place for quotes. When someone used to mention a stock I could always go into Yahoo quote at the top of the page and see what price range it was in. Unless they bring back this access it would be great if those of us who post stocks would give the current price or...

[Michael Thomas] GEGYF - Genel Energy Plc [url=][/url]GENL.L: Citigroup raises to buy f...

Michael Thomas — 6/18/2013 10:24:54 AM

GEGYF - Genel Energy Plc [url=][/url]GENL.L: Citigroup raises to buy from neutral; target [Text Chart]

[Dale Baker] I have been out of LNCO for a long while now but in CWH from just over 20 and pl...

Dale Baker — 6/18/2013 10:15:48 AM

I have been out of LNCO for a long while now but in CWH from just over 20 and pleased with the move. Not sure if anything concrete is happening on the management change front yet. Expectations are much higher if that comes through.

[Michael Thomas] LNCO...sold out position on negative news around their Berry Petroleum acquisiti...

Michael Thomas — 6/18/2013 10:10:19 AM

LNCO...sold out position on negative news around their Berry Petroleum acquisition. Minor loss, moving into CWH which is catching a bid.

[Dale Baker] MHR will plug along until the company is sold; may be some swing trading opps in...

Dale Baker — 6/18/2013 10:06:01 AM

MHR will plug along until the company is sold; may be some swing trading opps in between but little else, I would gues.....

[cink40] Upgrades and down she goes... Anybody still believe in MHR? I think i had it eno...

cink40 — 6/18/2013 10:00:36 AM

Upgrades and down she goes... Anybody still believe in MHR? I think i had it enough...

[KaiserSosze] Definitely overdue. They must be struggling to figure out what to do!

KaiserSosze — 6/18/2013 8:35:43 AM

[Dale Baker] From SA: seekingalpha.com 1. Surge Energy ( ZPTAF.PK), an oil and gas company...

Dale Baker — 6/18/2013 8:21:03 AM

From SA: seekingalpha.com 1. Surge Energy ( ZPTAF.PK), an oil and gas company, explores for, develops, produces, and markets petroleum and natural gas reserves primarily in Western Canada and the Northern United States. (click to enlarge) [graphic] Insider buying by insider (last 30 days) Murray Bye purchased ...

[Elroy] Where the heck is AGNC's Q2 dividend announcement?

Elroy — 6/18/2013 7:41:32 AM

[Dale Baker] Coastal Energy Company (CEN.TO) Setbacks and False Starts; Lowering Estimates a...

Dale Baker — 6/18/2013 7:40:33 AM

Coastal Energy Company (CEN.TO) Setbacks and False Starts; Lowering Estimates and Target Price to C$32 (from C$33) D. Phung Coastal reduced its production guidance for the year to 24,000-26,500 boe/d (from 33,000 boe/d), with an exit rate range of 26,500-33,000 boe/d. These results reflect the setback with its new ho...

[Sam] I should have checked Barrons' TechTrader Daily before posting the Benzinga pie...

Sam — 6/17/2013 10:12:10 PM

I should have checked Barrons' TechTrader Daily before posting the Benzinga piece. It has a much more detailed summary of CS's and Citi's reports on Micron plus more, posted after the close. Micron: Bulls Raise Targets Ahead of FYQ3 on Structural Improvement By Tiernan Ray June 17, 2013, 4:32 P.M. ET blogs.b...

[Sam] In a report published Monday, Credit Suisse analyst John W. Pitzer reiterated a...

Sam — 6/17/2013 6:46:01 PM

In a report published Monday, Credit Suisse analyst John W. Pitzer reiterated an Outperform rating on Micron Technology (NASDAQ: MU[FREE Stock Trend Analysis]), and raised the price target from $14.00 to $20.00. In the report, Credit Suisse noted, “Micron reports F3Q results Wednesday, June 19 after the close. D...

[Biomaven] Don't you pay fund managers to sniff those situations out? Bolton was one of the...

Biomaven — 6/17/2013 4:52:48 PM

Don't you pay fund managers to sniff those situations out? Bolton was one of the most famous UK fund managers ever - he's had a long and stellar record. Post-fraud he started using investigators to check things out: guardian.co.uk So put it down to culture shock - the level of due diligence that turned out to be ne...

[Sam] Micron advances after analysts up price targets Flash memory producer Micron ...

Sam — 6/17/2013 3:32:41 PM

Micron advances after analysts up price targets Flash memory producer Micron (MU) is climbing after three analysts increased their price targets on the stock, largely due to increases in the prices of flash memory products. WHAT'S NEW: Jefferies analyst Sundeep Bajikar raised his price target on Micron to $18 ...

[tom pope] A Fidelity fund manager is retiring after flaccid performance in a China fund he...

tom pope — 6/17/2013 3:07:36 PM

A Fidelity fund manager is retiring after flaccid performance in a China fund he was managing. Mr Bolton has blamed some of the poor performance on him falling victim to fraud - he invested in two companies that turned out not to exist Don't you pay fund managers to sniff those situations out?

[KaiserSosze] PSEC maintains divvy: fool.com

KaiserSosze — 6/17/2013 2:49:41 PM

[Dale Baker] TPLM in a big breakout now - good overview of recent drilling: seekingalpha.com...

Dale Baker — 6/17/2013 12:51:13 PM

TPLM in a big breakout now - good overview of recent drilling: seekingalpha.com

[JSB] So much for that upgrade. Also oil at 9 month highs and completion of the aud...

JSB — 6/17/2013 12:34:04 PM

So much for that upgrade. Also oil at 9 month highs and completion of the audit and everything else. I'll be glad when that bad boy sells.

[Dale Baker] Bought AIB, a pfd from the list mentioned here over the weekend.

Dale Baker — 6/17/2013 12:06:35 PM

[Dale Baker] This report from an unknown source on IV explains CENJF: Event: CEN fell almost...

Dale Baker — 6/17/2013 12:04:02 PM

This report from an unknown source on IV explains CENJF: Event: CEN fell almost 6% yesterday on meaningful volumes - greater than the monthly average. There have been growing concerns in the market for a while as to when two mobile production units (MOPUs, currently in a Singapore yard, will be completed and mobil...

[Dale Baker] I don't know what's driving the trading in Coastal now, it doesn't match up with...

Dale Baker — 6/17/2013 11:41:27 AM

I don't know what's driving the trading in Coastal now, it doesn't match up with their drilling progress.

[Jerrymac] Could Coastal Energy be the only bid? lousy price action of late. Have been a...

Jerrymac — 6/17/2013 11:11:22 AM

Could Coastal Energy be the only bid? lousy price action of late. Have been avg down.

[Elroy] Capital One Southcoast! Woo hoo!

Elroy — 6/17/2013 9:47:08 AM

[Paul Kern] Magnum Hunter Resources Raised to Add From Neutral by CapitalOne Southcoast >MHR...

Paul Kern — 6/17/2013 9:15:38 AM

Magnum Hunter Resources Raised to Add From Neutral by CapitalOne Southcoast >MHR Last update: 6/17/2013 8:51:29 AM (END) Dow Jones Newswires June 17, 2013 08:51 ET (12:51 GMT)

[Robohogs] Temasek likes Europe. bloomberg.com Jon

Robohogs — 6/17/2013 3:24:27 AM

[Dale Baker] The Intelligent Investor: Why the Markets’ Latest Stumbles Are Good News ...

Dale Baker — 6/16/2013 11:40:56 AM

The Intelligent Investor: Why the Markets’ Latest Stumbles Are Good News By Jason Zweig [graphic] If you are an investor and aren’t on the verge of retirement, your fondest wish should be for another whiff of fear that will tip even more assets into the bargain bin. On May 22, Federal Reserve Chairman Be...

[Dale Baker] No, I found it on SI's Income Investing thread, a must read for income investors...

Dale Baker — 6/15/2013 2:50:25 PM

No, I found it on SI's Income Investing thread, a must read for income investors IMHO.

[Biomaven] Thanks - did you put this together? Peter

Biomaven — 6/15/2013 2:31:29 PM

[KaiserSosze] Many thanks. That makes a lot of sense! Have a great weekend.

KaiserSosze — 6/15/2013 11:07:12 AM

[Dale Baker] I had GDP-C but lost some confidence in the company, especially when there are s...

Dale Baker — 6/15/2013 10:43:29 AM

I had GDP-C but lost some confidence in the company, especially when there are so many alternatives available with a bit less yield but much more security. Sold it flat, I think. My first pass through that list produced these maybes: AIB PL-E SLRA TCBIL PSB-S These would be buy and forget plays, not reaching for th...

[IRWIN JAMES FRANKEL] >>Can I ask how you determine FV on a BDC? I own PSEC and think they have done v...

IRWIN JAMES FRANKEL — 6/15/2013 10:39:35 AM

>>Can I ask how you determine FV on a BDC? I own PSEC and think they have done very well, but struggle coming up with a FV. Well I am not rigorous about this. I focus more on Y than BV. But I try to keep an eye on the Y's of several BDC's that I have owned and one other, GBDC*, ARCC, PNNT, and BKCC (order of decli...

[MoneyPenny] I own the Goodrich C's on your list. CCC- rating might put many off. GDP-C ...

MoneyPenny — 6/15/2013 10:23:10 AM

I own the Goodrich C's on your list. CCC- rating might put many off. GDP-C 9.84% 9.58% $25.05 $25.40 0.35 $2.50 4/10/2018 10.00% CCC- $101.6 6/15/2013 GOODRICH PETROLEUM MP

[Dale Baker] These are the key parameters when first sorting pfds - yield, price, call date a...

Dale Baker — 6/15/2013 9:11:29 AM

These are the key parameters when first sorting pfds - yield, price, call date and S&P rating if it has one. I used to do this culling the QuantumOnline lists but this table sorts it all very handily. Checking the general reliability of the issuing company is the final step. I wouldn't touch the GRH's with a long pole...

[KaiserSosze] Great doc. Thanks for sharing Dale. Those GRH-C's stick out like a sore thumb!...

KaiserSosze — 6/15/2013 9:04:23 AM

Great doc. Thanks for sharing Dale. Those GRH-C's stick out like a sore thumb!:-)

[Dale Baker] Great spreadsheet for HY preferreds: docs.google.com

Dale Baker — 6/15/2013 8:40:38 AM

[KaiserSosze] Thanks IJF. Can I ask how you determine FV on a BDC? I own PSEC and think they...

KaiserSosze — 6/15/2013 8:27:07 AM

Thanks IJF. Can I ask how you determine FV on a BDC? I own PSEC and think they have done very well, but struggle coming up with a FV. Regards

[Dale Baker] 1:06PM CommonWealth REIT: Marcato Capital Management expresses concern about CW...

Dale Baker — 6/14/2013 3:48:15 PM

1:06PM CommonWealth REIT: Marcato Capital Management expresses concern about CWH conflicted corporate governance, urges removal of all directors ( CWH) 21.08 +0.42 : Marcato Capital Management, a San Francisco-based investment manager that holds ~ 3.7 million common shares or ~ 3.1% of the common shares outstandin...

[Dale Baker] MHR CC transcript: seekingalpha.com

Dale Baker — 6/14/2013 3:40:53 PM

[Sam] 1000 shares sold at 4.40 at 8 o'clock this morning. That's all that sold at that...

Sam — 6/14/2013 3:10:21 PM

1000 shares sold at 4.40 at 8 o'clock this morning. That's all that sold at that price today. nasdaq.com

[tom pope] I looked it up via the WSJ but it was hard to read because the table wouldn't sc...

tom pope — 6/14/2013 2:27:07 PM

I looked it up via the WSJ but it was hard to read because the table wouldn't scroll properly. It appears it was fewer than 3000 shares, max.

[tom pope] Interesting, but not really a lot of money when you multiply out. Drawback might...

tom pope — 6/14/2013 2:23:04 PM

Interesting, but not really a lot of money when you multiply out. Drawback might be the margin capital hit. Magnum Hunter is off its recent highs, but one investor is confident that it won't go much lower in the long term. optionMONSTER's trade scanners detected the sale of 5,000 January 2015 4 puts for $1.15. Vol...