24 Jan, 2022

Taking a dive

Chasing the Yield – January 24, 2022 Episode 39 Skipping today’s episode. I have too much noise outside my office today to make a good recording. Value 4 Value podcastingListen to this podcast on PodFriend News Teekay LNG (TGP) merger closed. Reinvested funds in KKR Real Estate (KREF) & Capital Southwest (CSWC) – Chasing the […]
21 Jan, 2022

Keep those target-date funds inside your tax deferred retirement accounts

Some investors with Vanguard were hit with some gigantic tax bills because they didn’t have their targe-date funds sheltered inside an IRA or 401(k). That sucks! Most of the money in Vanguard’s target funds comes from corporate and individual retirement plans, where funds’ gains and income aren’t currently taxable. However, some investors do put nonretirement […]
21 Jan, 2022

Company Focus – Capital Southwest (CSWC)

Specs Capital Southwest Corp Share Price – $24.88 Financials / Asset Management & Custody Banks $576 million P/E 9.62 Dividend Yield – 7.62% Dividend Streak – 5 yrs Current as of January 20, 2022 Company Profile Capital Southwest Corporation (CSWC) is an internally managed investment company, which is engaged in providing customized financing to middle […]
20 Jan, 2022

Company Focus – KKR Real Estate (KREF)

Specs KKR Real Estate Finance Trust Share Price – 21.95 Financials / Mortgage REIT Market Cap – $1.34 billion P/E – 10.3 Dividend Yield – 7.84% Dividend Streak – 3 Yrs Current as of January 20, 2022 Company Profile KKR Real Estate Finance Trust Inc. is a real estate finance company. The Company focuses primarily […]
19 Jan, 2022

P&G reports strong quarter and consumer acceptance of higher prices

The Cincinnati-based consumer-products company reported revenue of $21 billion for the period ended Dec. 31, a 6% increase compared with a year earlier, fueled in part by the company’s highest average-price increases since spring 2019. U.S. inflation in 2021 hit its fastest pace in nearly four decades as pandemic supply and demand imbalances pushed up prices on […]
18 Jan, 2022
18 Jan, 2022

Exxon sets 2050 net zero carbon emission goal… sort of

Not that I’m for this kind of feel good nonsense, but, if this gets the crazy environmentalists off their backs I’m all for it. I worry they will just want more. The oil giant said Tuesday it had developed detailed emission-reduction plans for major facilities and assets and can profitably navigate the nascent transition to […]
18 Jan, 2022

Microsoft to buy Activision Blizzard for $68.7 billion… all cash

The deal, if completed, would sharply expand Microsoft’s already sizable videogame operation, adding a stable of popular game franchises including Call of Duty, World of Warcraft and Candy Crush to Microsoft’s Xbox console business and its own games like Minecraft and Doom. Microsoft said the transaction would make it the world’s third-largest gaming company by […]
17 Jan, 2022

7% inflation… Oh My!

Inflation at 7% in December, Some large billion dollar companies down 20% off their highs, U.S. truckers may not be allowed into Canada dominated and much much more!
14 Jan, 2022

What can happen when a fund grows too large?

This is something I never knew or considered. When an ETF is very large every purchase or sale makes bigger moves for each individual holding thereby effecting the price of that holding in ways that might be bad for the fund. What about ARK? The firm grew so big so fast that it quickly ended […]