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

To: Madharry who wrote (31283)	6/26/2008 3:30:04 PM
From: Paul Senior	Read Replies (3) \| Respond to of 78954

Madharry, you could review Canadian Oil Sands. finance.yahoo.com Posted recently on Big Dog's thread by well-respected (well-respected by me anyway) Wyatt Gwyon: Message 24704260 Good dividend yield, apparently to be increased over time; long-lived assets also, I am led to believe. Negatives include attack on oil sands as significant polluter by USA politicians/environmentalists; possible Canadian tax changes to trusts; and possibly some future limitations on how much of the trust the management will allow non-Canadians to hold. I have been a holder of COSWF.pk for a few years. Have been adding shares recently (including today). I am betting the stock should move up if/as other oil producer stocks increase. If stock doesn't move, but oil prices remain high, I am assuming somebody (if not USA) will buy company's production (assuming Canadian authorities continue to allow oil sands production), and that consequently company profits and company dividend will increase. That should be satisfactory for me. ---- Bwdik. I'm also buying GE today. And am in a losing position on those bdc's you are buying now.

To: Madharry who wrote (31283)	7/7/2008 10:32:16 AM
From: Paul Senior	Respond to of 78954

I'll up my position in bdc CODI a little now. CODI is different from most other bdc's of course in that it takes controlling interest in the companies in which it makes investments. Which gives them another way to make money other than by lending it to the companies. That is, they can control if/when the companies themselves are sold. Which they seem to be doing successfully. finance.yahoo.com

To: Madharry who wrote (31283)	9/17/2008 6:14:10 PM
From: Paul Senior	Respond to of 78954

PSEC: "Prospect Capital Declares 16th Consecutive Quarterly Dividend Increase..." Nice headline; not much of an increase though--> = +0.1 cent. biz.yahoo.com If maintained, if annualized, if the stock doesn't fall further, investors would see a 13.5% annual distribution. Unknown to me how much is return of capital though. D/e is .2. P/bk is .87. Who knows how they value the companies they control or if or how they can secure any additional funding they might need. At least there was insider buying in May at prices higher than current. I added a little to my position today. prospectstreet.com