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

To: Spekulatius who wrote (47862)	5/9/2012 2:38:26 AM
From: Paul Senior	1 Recommendation Read Replies (2) \| Respond to of 78669

I don't infer from Einhorn's experience with Allied Capital that he believes all BDC's are inherently dangerous and should be avoided or shorted. His Greenlight Capital, for example, still seems to have a small position in FSC (As do I... a losing position currently). finance.yahoo.com There have also been several insider buys: finance.yahoo.com Otoh, this is one where management has cut the dividend several times: finance.yahoo.com Yields 12% annualized...if dividend/distribution holds up. phx.corporate-ir.net

To: Spekulatius who wrote (47862)	5/9/2012 11:29:19 AM
From: Sergio H	Read Replies (1) \| Respond to of 78669

Some new interest in IR. In its S.E.C. filing, Trian said it had taken the stake because it believed the company's shares were "currently undervalued in the market place and represent an attractive investment opportunity." The firm also said it "intends to meet and have conversations with members of the board and senior management" of Ingersoll-Rand to discuss possible options for the business, "including a restructuring of its key business segments." finance.yahoo.com

To: Spekulatius who wrote (47862)	5/10/2012 10:33:14 PM
From: Sergio H	4 Recommendations Read Replies (1) \| Respond to of 78669

Risk is an issue that you aren't ready for in discussing BDCs based on your initial post. If SI had a unrecommend feature, I would use it for your response. I can't argue with your response because it does not make sense. Risk is inherent in any investment. BDCs are not for you and understanding that you don't understand them would simplify the discussion. I started a new thread for discussion on seasonal investment. I don't know a thing about it, but thought it might be interesting to explore it.