Archive | March 2019

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BUY: LMRK

March 13, 2019. We have not played much attention to LANDMARK until recently. But with a yield over 10% (!!) we felt it was time to take a look. Anytime you are getting huge dividends, you immediately think increased risk. But when you look into the business model, your concerns are reduced. Landmark owns land […]

PBY ON SALE: BUY

March 12, 2019. We are BUYING PBY, Prospect Capital Corporation Baby Bonds which mature in June 2028. Yield is 6.26%. PBY is ON SALE. Place the order at $24.35 and watch: pay up to $24.40. Prospect is one of the largest Business Development Companies. Notably, this is considered an investment grade investment by S&P. It […]

SELLING

March 12, 2019. The Dunn & Bradstreet Corporate Bond was called. In addition we are selling the Agilent Corporate Bond. The coupon/yield is so low at 3.7% that it is time to put this money in a higher yielding position. We have a 12% Total Return on the Agilent bond so it turned out well. […]

MARKETS TURNING OVER?

March 7, 2019. After ‘screaming’ higher for two months, it looks like the stock indices are suddenly wanting to turn down. After strong gains, we should not be surprised. Even the transports IYT, an important indicator, which stock investors need to watch has been declining. If you heavy into stocks, you should be watching closely […]

BUYS ARE FEW AND FAR BETWEEN BUT HERE ARE TWO

March 4, 2019. As an investor, you have to check three indices to get an overview of the markets: SPY, IWM, and XLF. Even after two months of advances from the December low, the momentum in all three are still UP. After substantial increases in the Core Portfolio, there are very few positions that are […]