Boulder Total Return Fund, Inc. (AMEX:BTF)

HooDaHeckNose (98.54) Submitted: 8/20/2011 1:33:18 PM : Start Price: $13.75 BTF Score: -11.07

Discount to NAV

CARBONDEN2 (< 20) Submitted: 6/4/2010 12:00:48 AM : Start Price: $13.09 BTF Score: -12.78

A CLOSED END FUND WITH A BIG DISCOUNT TO NET ASSEST VALUE AND A PORTFOLIO I LIKE.

fdude71 (73.13) Submitted: 8/4/2009 9:32:43 AM : Start Price: $11.33 BTF Score: -6.91

CAPS 5 Stars.
22 All Stars backing this up... only 1 is bearish on this fund.

- The good:
The fund mainly holds Berkshire Hathaway and trades at a ~25% discount to NAV. This means that I'm getting some of Buffet's assets at extreme value... given the fact that Berkshire Hathaway is also undervalued at this time... at least in my opinion.

- Not so good:
The fund charges 2.2% for management... which I don't like, but also provides a good dividend that should easily compensate.

- The bad:
PE is listed at 75... which is scary.
Yield is almost 43%... which looks great but we all know it won't stay at this level (hopefully they can PAY the div)

Now what I base my Outperform look on:
As of 2/28/2009

Holding Dollar Value % of Total Portfolio
Berkshire Hathaway Inc. A $54,234,000.00 27.72
Yum! Brands Inc $28,514,000.00 14.57
Berkshire Hathaway Inc.B $23,589,000.00 12.06
Wal-Mart Stores Inc $18,219,000.00 9.31
United States T-Bill $11,097,000.00 5.67
Eaton Corp $5,441,000.00 2.78
Cheung Kong Holdings $4,240,000.00 2.17
Walgreen Co $4,223,000.00 2.16
Claymore Preferred Securities Income $3,597,000.00 1.84
Burlington Northern Santa Fe $3,526,000.00 1.8

orangeyellowdog (63.44) Submitted: 7/6/2009 5:00:45 PM : Start Price: $9.55 BTF Score: +1.24

When underlying assets return to previous, fund will trade up. Long term here.

chopchop0 (74.52) Submitted: 3/12/2009 3:19:43 PM : Start Price: $7.26 BTF Score: +17.06

A great way to buy Berkshire

fdcruzr (< 20) Submitted: 12/4/2008 1:32:10 PM : Start Price: $9.28 BTF Score: -3.09

Great dividend, cheap way to invest in Berkshire.

KymberlyL3 (32.93) Submitted: 10/28/2008 12:34:50 PM : Start Price: $11.40 BTF Score: -32.35

38% of the holdings are Berkshire. It's trading at a 25% discount to Nav. Where else can you buy Berkshire Hathaway for a 25% discount? I think by now enough of the Hedge funds are out of it that it should hold up pretty well with the market. How well the market holds up over the next few weeks is a bigger question ...but this is a great fund if you have a few years time horizon. It's a GREAT long term play if you are a value investor and are looking to do a little low risk bottom feeding.

jgseattle (84.62) Submitted: 10/20/2008 9:38:46 PM : Start Price: $13.93 BTF Score: -37.47

nice discount to NAV and nice dividend. Looks like a winner in a choppy market.

Large position in BRK.A

mbabeln (23.02) Submitted: 10/20/2008 5:18:15 PM : Start Price: $13.93 BTF Score: -37.47

A defensive stock that is currently paying a good dividend and is picking up fans. Buy now.

hicsuget (< 20) Submitted: 8/11/2008 3:48:21 PM : Start Price: $16.74 BTF Score: -19.36

Market cap of 215M vs net tangible assets of 385M.

BrianOFlan (< 20) Submitted: 8/9/2008 12:17:47 AM : Start Price: $16.82 BTF Score: -20.57

The Boulder Total Return Fund Inc. just surpassed its short-term plateau of 17.18 and has consistent monthly dividends that will attract investors and revisit its $22 plateau from earlier this year. It is temporarily paying out more than its earnings, but not by much (140% payout ratio). It has nothing to fear: zero debt. This closed-ended fund's (CEF's) interest in fixed income markets may have kept it profitable despite the stock markets general funk. Its emphasis on utilities and real estate investment trusts (REITs) ensures future profits, especially couched in the Boulder valley of Colorado where property is only appreciating thanks to geographic and legal impediments to new construction. Even at $22, it wields a hefty dividend. Perhaps the payout may taper off a bit - but even so, it would take a market price of $50+ to dampen it to the more common 6% or 5% seen in high-yield CEFs.

etfman (53.31) Submitted: 4/24/2008 9:57:41 PM : Start Price: $18.95 BTF Score: -23.06

Great Fund! High distribution rate over 15%. Pays monthly. A retirees dream. Mimics Berkshire Hathaway.

handoverhill (< 20) Submitted: 3/24/2008 7:13:37 AM : Start Price: $18.31 BTF Score: -24.96

This stock is the one that will get you in the money.