Archive | February 2019

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ANOTHER LOOK: NGL-B

February 28, 2019. We saw an article about NGB Energy Partners NGL-B this morning, a holding in the Core Portfolio. It pays over 9% and is still a BUY. It is priced BELOW what we paid over a year ago and we suggest you buy it here if you don’t already own it, or maybe […]

IRM STILL IN OUR SIGHTS

February 27, 2019. Markets have been rising over the last two months and everyone is fat and happy. We sold a few losers but other than that, the Core Portfolio just keeps plugging along, sending us very nice dividends. We had been looking at Iron Mountain IRM for a buy. It started to turn up […]

CONSIDER MO

UPDATE: Spiked up right out of the gate. We will maintain a buy at $50.52 GOOD UNTIL CANCEL We may NOT get filled.  Looks like we missed on a good opportunity. February 22, 2019. We like to buy stuff when it’s on sale. When it’s in the gutter. Now of course most of the time a stock is in the dumper for a […]

SELL CTL AND MPW

February 21, 2019. Sell CTL at a loss. We had been hoping for a turnaround but this piece of crap is not worth keeping. Get rid of it. Sell MPW at a huge gain (around 45%) as we discussed recently. Very nice profit on this one. MPW may keep heading higher but we are NOT going […]

47% RETURN: SELL?

February 19, 2019. Back in January, we sold Iron Mountain IRM for a very nice profit with the anticipation that IRM was setting up for a pullback. Well, it IS declining. We will continue watching this 6.9% dividend payer and if our indicators turn positive, we will buy. We are also watching Medical Properties Trust […]

BUY FDUSZ. AND: 22 TRILLION-YEAH THATS WITH A “T”

UPDATE: We will sell CTL when it settles down, probably in a few days. It has been collapsing today. February 24, 2019. Fidus Investment Corporation’s issued a new baby bond with the ticker: FDUSZ. They mature in 2024 and pay a fixed interest rate of 6%. We like this as it could be considered “investment […]

ONE POSITION THAT IS STILL A BUY

February 12, 2019. We saw a very positive article on one of our holdings this morning, talking about GLOP-A. (GLOPPRA at Fidelity) With the market driving ever higher since the low in December, it is very difficult to find positions that are still a buy. GLOP-A is still trading BELOW what we paid, and if […]