You can poke around at MVC's portfolio here: http://www.mvccapital.com/pf.cfm Seems to be a mix of loans and equity stakes, though I'd guess even some of the...
I used to follow some BDCs (ALD, ACAS, etc) mostly with a view towards shorting them. Don't believe their reported NAVs - ALD management in particular had a ...
I have owned a few BDCs over the years. Currently, I hold MVC, CODI (actually a LLC, not a BDC), CSWC, and ACAS. I'm not sure what would constitute serious...
Also wanted to highlight insider ownership in BDCs, which is often substantial. It's best when the insider ownership is significant relative to the insiders'...
I've been accumulating BCL, BCK and BZA without much trouble (somesone dumped 200,000 shares of BCL into me today so perhaps luck.) As long as BFZ's discount...
Sorry for the rant-like nature of this post. And I'm not really trying to take a political or policy standpoint about whether LT/ST rate difference is a good...
The last time I checked (sometime last week, on CEFConnect and/or Yahoo! Finance, IIRC), the discount spreads were pretty tight. If we assume that BFZ's...
I don't believe you have missed anything and the discount does seem very tight. To the best of my knowledge the tender details have not been announced. I...
Thanks. I think they may go the route of a 100% tender but at what discount, if any? The change in policy would allow Goldstein group to proceed with any...
OK, maybe I'm a little slow for not paying attention to this variable despite a heavy focus on CEFs since last September... I think I know what UNII literally...
I attended the meeting yesterday in Philadelphia. They treated me very well and took the time to answer my questions. We discussed 2 general topics - the...
What was decided the meeting? In a message dated 11/13/2009 7:36:55 A.M. Pacific Standard Time, RichAbr@... writes: I attended the meeting yesterday in...
Now that Horejsi has agreed to vote for liquidation I wonder why DWS delayed the liquidation vote for SRQ? Just as puzzling is why SRO's vote has not been...
I'm learning about CEFs and looking forward to participating in this board. Thanks for the membership. I got here via a post today on Seeking Alpha, which...
Now that Horejsi has agreed to the liquidation I wonder why they delayed the meeting from Dec 7 to Jan29th ? Yet they did not delay the SRO meeting? ANy...
There is another group on Yahoo "RETIRE_with_CLOSED_END_FUNDS" (you might also search without the underscores if need be). It may be one you have to apply for...
Thanks Rich In a message dated 11/13/2009 7:36:55 A.M. Pacific Standard Time, RichAbr@... writes: I attended the meeting yesterday in Philadelphia. They...
It's fairly easy to get a graph of the discount trend of a given CEF - it can be done at CEFConnect, or using data from Yahoo! Finance (there are probably...
My thought would be to calculate the average discounts for individual CEF's in Miscrosoft Excel, and then subtotal them by sector. I think the task can be...
An entire sector might have distorions from funds announcing liquidations (+ other events), from no pre-4pm trades and from CEFs with more volatile discounts...
Probably not exactly what you're looking for, but go to http://joeeqcome.web.officelive.com/CEFIndex.aspx and let the presentation roll for a few slides. Hope...
Yes, you are correct - they freeze the existing votes and just solicit those who haven't yet voted. ***************************** When a meeting is adjourned...
My apologies - I stand corrected - I double checked with our proxy professionals and was told "You only solicit the un voted but other votes are still open and...
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