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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (29201)12/11/2007 2:02:55 AM
From: 8bits  Read Replies (1) | Respond to of 78959
 
You can add PHD and HNW to the list although PHD seems to hold paper from much of the same companies as PFN.. in theory it has a
greater discount but my understanding is the paper is not that liquid so that Pioneer uses an outside appraisal to determine it's value. Given what we have seen in the subprime market....I am not so confident...



To: Paul Senior who wrote (29201)12/13/2007 1:48:43 PM
From: 8bits  Respond to of 78959
 
I have a couple on that list, e.g. RIT, DEX, PFN. I'll skim through,and see if I find others I might go for. (Looking for high yield specialized funds very near lows or at lows, and with some discount to nav)

Sold my PHD for a tax loss and entered PFN at 14.83 on today's steep drop. At this price it has a higher payout and steeper discount than PHD (While holding substantially similar paper..)


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