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Strategies & Market Trends : 50% Gains Investing

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To: Crossy who wrote (94063)	9/15/2010 9:03:28 PM
From: IRWIN JAMES FRANKEL	Read Replies (1) of 118717

>>it's important to find "less correlated" asset classes. I would second that objective. I would argue that in the absence of a liquidity crunch, that the BDC's will be "less correlated". In essence, they are an opportunity to own the mezzanine finance business of a bank. Make many loans to spread the risk to rapidly growing businesses that are too big for most banks and too small to directly tap the capital markets. Then pass the earnings before being taxed to the owners - us. So this is a chance for us to own something better than a bank both in terms of growth and returns on a tax favored basis during a period of very low interest rates. Admittedly, these are unlikely candidates for 50% rises without counting the yields. :-) ij

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