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jaltucher
Looking for CEFs doing bank loans as a consequence of that $$ |
Pension funds are now competing with the govt for yield. So they have to start buying corp debt, which will drive equities $$ |
This Madoff scandal will trigger more hedge fund redemptions and will freeze credit even mnore on NYC real estate $$ |
This Madoff scandal is unbelivable. the biggest financial crime in world history tonight. |
note: that last one was a complete rumor heard from a trading desk so take it for what its worth. |
in rumor category: MTW+...starting to hear from few sources that Carl Icahn is about to launch a big activist campaign/proxy at Manitowoc $$ |
CEFs that Ive been buying: $NMO $NAD $TYW $AOD $EDD $MFT. mostly municipal bnd funds with 15-20% ylds, huge discounts. Long term plays. $$ |
Interesting that the closed-end funds have not participated as much in this rally. Discounts to NAV getting wider. $$ |
I think I might luv $MTW in a romantic sort of way. 3x EV/EBITDA. Tower cranes.$150mm net cash. And the biggest infrastructure bill ever. $$ |
@roberee and yet $BA credit default swaps cheaper than $BRK $$ |
I cant believe i had the misfortune of releasing a book on invsting, The Forever Portfolio, in the middle of the worst stock crisis ever $$ |
via Notable calls: MSCO now saying $XL worth $8 in the near term $$ |
My prediction on $NVDA is that eventually they get bought for $12-$14 by $INTC. $$ |
@Heuristocrat: answer on $NVDA: that they are getting embraced by $AAPL. And also that 1/3 of mkt cap is in cash.And trade for 5x csh fl. $$ |
I can't believe how many geniuses are out there. Everytime I turn on the TV some pundit is saying how they called the entire crash. Genius! |
$$ Obama infra-play: $MTW makes cranes for bridge, road, and airport development projects. $140mm net cash. P/E of 2. |
@minyanville: banks: I'm liking $BOFI here. No subprime exposure. steadily increasing book value in this mess but sold off w the rest |
@James_Eiden: I like those trusts. Also check out CEFs like $AOD, $MFT, $TYW - all at big discounts to NAV and high dividends. |
@JasonRaznick, thats fine but $230mm cash in the bank and an $89mm market cap and ZERO debt. Plus not burning money. |
I keep trying to determine what the deal is with $TRID. Trades for less than half cash and breakeven. No debt. Liquidation play? |
