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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?


To: Knighty Tin who wrote (74700)1/28/2000 8:39:00 AM
From: valueminded  Read Replies (2) | Respond to of 132070
 
Mike:

Reference: DSI, AOF and GSF. I was able to get information on DSI but am having trouble on AOF and GSF. It would seem with the yields on these funds at between 9-12% they would represent good buys at current levels. I was able to determine assets for all of them but only nav for dsi. Do you have a link ?

Also, how do you rank them in terms of safety and where can I get information on their fund holdings to determine whether they hold mostly investment grade or something of less quality.

It would seem that many bond funds are getting destroyed (including above) which is peaking my interest in this area. Especially the CEF's as discounts tend to widen here making yields and "factor of safety" even more attractive.

At any rate, are their others in addition / instead of the above that you would consider here.

thanks again.

PS - I would expect as a trading buy it is time buy calls on Dell for March expiration.

Also, are you warming up to GZTR ? again. I read GZTC in your memo, but was wondering if you meant GZTR since it has retraced waay more at this point ?



To: Knighty Tin who wrote (74700)1/28/2000 10:02:00 AM
From: marc chatman  Read Replies (1) | Respond to of 132070
 
I just sold my second set of puts on the dow. I'm guessing the dipsters will soon muster the courage to take it back up a few hundred points.



To: Knighty Tin who wrote (74700)1/28/2000 10:14:00 AM
From: Skeeter Bug  Read Replies (2) | Respond to of 132070
 
spin city

redherring.com



To: Knighty Tin who wrote (74700)1/28/2000 10:33:00 AM
From: BSGrinder  Read Replies (1) | Respond to of 132070
 
Michael,
Is this a good entry point for GZTR?
Thanks,
/Kit



To: Knighty Tin who wrote (74700)1/28/2000 10:38:00 AM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
To All, I have often preached about debt and leverage and how they are the main factors behind the silly levels of the domestic stock markets. Well, it turns out that margin debt was ONLY up 62% last year, year over year. And when we think of how many maroons are buying stocks with credit card debt, personal loans and second mortgages, the margin debt moon shot is only a small portion of the total indebtedness in pursuit of rank speculation. Then we have the increased corporate debt to buy stock of other companies. Oh, it looks like a rough year for the loan sharks. <g>



To: Knighty Tin who wrote (74700)1/28/2000 10:40:00 AM
From: Don Lloyd  Read Replies (2) | Respond to of 132070
 
MB -

From a Boston Globe note on a NY Times story -

" New York

Welfare recipients hired as psychics

New York City's welfare department has been recruiting welfare recipients to work from home as telephone psychics. ...

Fifteen people have been hired so far by a company called Psychic Network, according to a spokeswoman for the city's Human Resources Administration. Clairvoyance is not among the qualifications listed on the city's recruitment flier, the newspaper said."

Regards, Don