August 19, 2007 –
In case you havn't noticed, the discounts on most closed end funds has increased dramatically during the recent rout. Several top funds are in the 10 - 20% discount range from net-asset value, and it may be time to play them. In a couple instances (e.g. BDJ, BDV) funds which have even sold at a premium (BDJ) or very low discount (BDV) are now at double digit discounts. AVK, a conv. bond fund has sold at small premiums and is now at -9%. [more]
April 07, 2007 –
How much effect has the Olympic building boom had on the Chinese (and companies like GE, etc) economy? The commodities explosion? The global stock market? More importantly, what will be the effect when this $300 Billion catalyst is gone? I don't have the answers, but I suspect that the net effect will not be positive for the Chinese economy, and the results of those international companies now enjoying the boom in infrastructure construction. [more]
February 23, 2007 –
WFR (MEMC Electronic Materials) makes wafers! The candy for almost all of the semiconductor industry. [more]
February 16, 2007 –
The Holloween massacre is behind us. Canadian oil/coal trusts have declined as much as 30-35%. Yet, they continue to pay essentially the same dividends, the tax rate continues to be 15%, AND will continue to do so for the next 3+ years. Yields on trusts such as CNE, ERF, FDG, PWE, and PWI are well above 10% with CNE paying $0.16 (U.S.D.) per month and selling at $12.5 for an AFTER TAX yield of more than 13%. ERF, one of the best of these trusts curently pays about $0.42/month and yields 11%. [more]
Terms & Conditions
RSS Headlines
Fool UK