tag:blogger.com,1999:blog-2986124651030959736.post8933471463976177157..comments2024-03-28T09:42:38.695-05:00Comments on Stocks, Bonds & Politics: Hypocrisy Run Amok//Mortgage REITs/Bought 50 FAM @ 16.79-ROTH IRA/Paired Trade: Sold 50 PRY @ $25.51 & Bought 100 PSEC @ $10.2-Roth IRA/Bought 50 WIN at $8.5-Regular IRA/Averaged Down By Adding 50 of the Stock ETF DWX at $43.76/PEO ADX HD FNFG CSCO WMT/Gray TV Bond RedemptionTENNINDEPENDENThttp://www.blogger.com/profile/17444227958539559639noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-2986124651030959736.post-27287237722796948832012-11-16T12:57:57.977-06:002012-11-16T12:57:57.977-06:00Thanks for your observations, there is a no need t...Thanks for your observations, there is a no need to have an issue with my spreadsheet, just a little crutch that I use sometimes, admire or ignore it. Re my postings I will do them from time to time, it's up to you whether they will appear or not.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-2986124651030959736.post-20016401002511266552012-11-16T12:49:43.175-06:002012-11-16T12:49:43.175-06:00I thought that you were going to refrain from post...I thought that you were going to refrain from posting any comments Mr. Oregon. <br /><br />I have the same issues with your spreadsheet as I noted about the prior one. Several of these securities pay good dividends and the price needs to be adjusted to reflect the dividend. For example, I noted in today's post that GAM had just gone ex dividend for a large distribution.<br /><br /> Buying shortly after such a distribution does make sense for a long term holder particularly when the price thereafter slides by a significant amount in addition to the value of the dividend, and the discount widens to net asset value. That is for a long term holder, and I doubt that observation has any relevance to you. <br /><br />I have sold out of SYMM, GSPRD, NRBAY, TEX (where is your comment?) and ACG. I trimmed my stake in GOV at 24.5 and have a <22 price target for re-entry. <br /><br />Some of the others are LTs. I own 30 VELT which was hammered yesterday after an earnings release. I am going to look at it more closely over the weekend and may do something. <br /><br />On the fiscal cliff, it is an unknowable factor. I suspect that there will be a 75% chance that it will be avoided as of 1/1/13, but not resolved other than for a few months. Even that resolution would likely come down to the wire. <br /><br />I would not be surprised by a standoff caused by the House Republicans which causes all Bush tax cuts to expire for everyone and another potential disaster on an increase in the debt limit is also a possibility.TENNINDEPENDENThttps://www.blogger.com/profile/17444227958539559639noreply@blogger.comtag:blogger.com,1999:blog-2986124651030959736.post-13086234889013227702012-11-16T12:22:23.383-06:002012-11-16T12:22:23.383-06:00True the recent correction is nontrivial not in hi...True the recent correction is nontrivial not in historical terms but still, see this spread showing some of your buys since 03/12. Top twenty I think I want to watch/review closely now with an eye toward buying. Otherwise I'm dipping again in WIN with you. <br /><br />So how much time do they have to do something cliffy?<br /><br />https://docs.google.com/spreadsheet/ccc?key=0AkyrhGN4CbOLdFlMMml5YUZSS1VVQ3hFX0NHQTl5RXcAnonymousnoreply@blogger.com