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

To: Paul Senior who wrote (53984)	6/7/2014 10:09:52 PM
From: Elroy	Respond to of 78652

Trimmed: YARIY, SEB, TICC, TCRD (closed), PSEC (closed). Decided I'd rather not have so much exposure to high-yielding bdc's at current prices. Rather have stocks with less yield with more chance for capital gain. (I don't expect much capital appreciation from bdc's. But of course, who knows?) I have trouble with bdc's, because for me to have a satisfactory $ return (not % return), I have to hold relatively large $ amounts. That's even if I diversify among several. I've found that if the bdc's I hold do fall, either one or several at once, the $ drop is more than I want - often larger than the distribution's I'd get over a year or more. You've decided to sell the BDCs when you should be buying them (in my opinion). All the BDCs I follow have done really poorly over the past 3-4 months, I think due to them getting kicked out of some Russell indexes. Most are now below their book value whereas previously many were at or above book value. I'm not trading them, I'm just collecting the income, so I don't really mind the share price declines as long as they maintain the dividends. But at this point in time, with the share prices below book value, I think you should buy them, collect the dividends while you wait for the Russell thing to pass, the PSEC accounting thing to get resolved, and hopefully sell them above book value sometime in the next 12 months. Cruise lines. Not sure what to do with RCL. Hold or sell? Swap?: I am considering buying NCLH. Any opinion? More retired people likely (?) to mean more cruise business. I'm thinking of doing this one in September vacationstogo.com

To: Paul Senior who wrote (53984)	6/9/2014 3:02:45 PM
From: Jurgis Bekepuris	Respond to of 78652

Yeah, tons of overpriced stocks around... Not good. I need to keep some cash... I hold some YARIY and keeping it. Might buy some EMC - or should I keep cash? :) No great ideas from Mrs. Bekepuris recently. I sound her once in a while. She's somewhat positive about DE. :)

To: Paul Senior who wrote (53984)	6/30/2014 5:56:31 PM
From: Paul Senior	Respond to of 78652

Manitok Energy (MEI.v/MKRYF): Decided I'll up my bet, and I've taken more shares at current price. Company appears cheap on p/nav, p/cash flow, price per flowing barrel. Presentation here: manitokenergy.com Management says they've been buying back shares.

To: Paul Senior who wrote (53984)	8/8/2014 7:11:02 PM
From: Paul Senior	Respond to of 78652

Frank's International (FI)'s quarterly didn't look too bad to me. Perhaps though even at current price it can't be considered a value stock. I expect better 2015-2015 from the business, and I upped my tracking shares today with a very small buy. finance.yahoo.com LUK continues to fall. I bet on management and better times and profits ahead. Upped my position. finance.yahoo.com New Zealand Tag Oil (TAO.to/TAOIF) looks cheap to me. And so it did when the stock was much higher. (So now I hold a Very substantial losing position.) I added more shares today. finance.yahoo.com. Same with Canadian oil/gas BXE: Stock looks cheap to me as it did when I bought much higher. I'm continuing to average down as stock falls.http://finance.yahoo.com/q?s=bxe&ql=1 I still believe American Airlines will see substantial cost saving with its new management from US Air. Stock has been falling recently. I've been adding more AAL shares. finance.yahoo.com I sold a losing position in coal co BTU to free up cash for more APL. finance.yahoo.com