tag:blogger.com,1999:blog-28360876.post8366202348909719470..comments2023-10-26T11:34:14.369-04:00Comments on MFI Diary: Weekend Update 9/20/14Marsh_Gerdahttp://www.blogger.com/profile/01375422931807610092noreply@blogger.comBlogger6125tag:blogger.com,1999:blog-28360876.post-58927344464371596342014-09-23T17:45:08.118-04:002014-09-23T17:45:08.118-04:00Karl - PDLI depends on royalty income. I am not s...Karl - PDLI depends on royalty income. I am not sure how sustainable that it.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-52936455838387421222014-09-22T10:31:58.497-04:002014-09-22T10:31:58.497-04:00I noticed on the new strategy example that you wou...I noticed on the new strategy example that you would "throw out" PDLI from the tranche. Reasoning? It seems to me that it might be one of the best for a year long hold since it has declined so much, so quickly. Would appreciate your thoughts.<br />KarlAnonymoushttps://www.blogger.com/profile/12857034383773025850noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-3918412212763628482014-09-20T17:31:28.426-04:002014-09-20T17:31:28.426-04:00Robert - I do not have concerns on FSC. Robert - I do not have concerns on FSC. Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-85923089428017913672014-09-20T15:47:53.874-04:002014-09-20T15:47:53.874-04:00Marshall, I know you sold out of FSC, but in readi...Marshall, I know you sold out of FSC, but in reading your posts on the BW&P Investing Club, I understand you still like FSC. I have shares of FSC and really like the yield and the monthly income and am even thinking of adding more. Do you have any concerns with this company? Thanks RobertRoberthttps://www.blogger.com/profile/12919703909881462738noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-7520926331821762602014-09-20T14:49:42.258-04:002014-09-20T14:49:42.258-04:00Thanks for pointing out the GNW article. I had not...Thanks for pointing out the GNW article. I had not seen it, though it is exactly the same argument I made on August 16th. It is a LT hold for me and I have also bought January 2016 options with a $17 strike price (a steal under 90 cents). I also plan to hold my BAC warrants until 2019. I expect BAC to be well north of $32 by then.Marsh_Gerdahttps://www.blogger.com/profile/01375422931807610092noreply@blogger.comtag:blogger.com,1999:blog-28360876.post-16938979244150965892014-09-20T10:54:15.949-04:002014-09-20T10:54:15.949-04:00Hi Marsh- Are you going to hold GNW and BAC? Both ...Hi Marsh- Are you going to hold GNW and BAC? Both got little write up in Barrons this week<br />http://online.barrons.com/home-pagemsmith1862https://www.blogger.com/profile/17992057179575300648noreply@blogger.com