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Strategies & Market Trends : Value Investing

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From: Paul Senior7/24/2007 3:17:11 PM
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BDC's. Oooh, maybe with today's beat down bdc's the market is telling us we're seeing some sort of paradigm shift with credit availability changes and/or the ability of bdc's to make loans/do deals or otherwise have a a viable business model. I do not know.

Suffering with MCGC, I will add now yet more shares on the presumption that their business will continue okay. I'll bet on their muddling through and the dividend yield. Worrisome though.

Also adding to much-losing position in TICC. Starting an exploratory position in CODI.

finance.yahoo.com
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