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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (30146)	3/7/2008 3:42:35 PM
From: Paul Senior	Read Replies (3) of 78670

AYR: Upping my position a little in this aircraft lessor. I still don't understand the tax implications for me (i.e. the tax forms I'll need) with this company's business structure. I do not like that. A big negative for me. There may be some problems with the major holders of the company - a hedge fund and its boss. Perhaps they are in some trouble and are forced to sell some shares. Perhaps not. I don't know. The AYR business however seems intact. I don't see the dividend in jeopardy. (I don't admit to seeing so well though. -g-) At a new low today, the stock provides a $2.80 annual dividend on about a $17 stock price. That's a 16.5% dividend yield. Possibly these days most people who could get a 16.5% increase in their stock portfolios would be very satisfied with that this year (as we see how beat up most of our portfolios are in this market ytd). For sure for me, I'm happy to take the yield and will consider any capital gains as gravy.

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