SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: pcyhuang who wrote (28131)9/19/2007 9:44:32 AM
From: Area51  Read Replies (1) of 78750
 
<<In summary, I think that it is important not to focus on the trees and loose sight of the forest.>>

Good idea. Maybe this will help:
seekingalpha.com

I don't mean to pick on NFI so much. They are best of breed. Most of their competitors with a similiar business model are already out of business. If you're looking to win a stock picking contest, NFI is a good pick. If you're looking for positive risk-adjusted returns not so much IMO. That said I bought some (a small amount) of the preffered yesterday (as suspending the dividend doesn't really hurt the prefered IMO it shouldn't have been down a larger percent than the common early yesterday). But there isn't much margin for error even with the prefferred so if someone wants to swing for the fences with the common I don't have a problem with it.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext