Following the SeekingAlpha article analyzing CEF activist holdings, two large (tho not very visible) players in the CEF arena have indicated that FGF may be a...
1)FGF has much larger reported positions 2)VAZ has a current need for a 50% shareholder vote 3) Both are inappropriate in IRAs and similar VAZ gives tax exempt...
So, most folks here probably know that Yahoo! Finance is a good data source, and in particular, the ability to view and download historical data can be very...
What is the minimum worth of stocks I need to make a shareholder proposal in the US? It has been raised from $ 2000 in the 90s but I am unable to find the...
... I believe it is still $2,000 under SEC Rule 14a-8, linked here: http://www.law.uc.edu/CCL/34ActRls/rule14a-8.html The SEC staff explanation of the rule...
All the Nuveen Florida CEFs that are scheduled to go ex tomorrow and merge with National Nuveen funds on Wednesday have 1% to 3% declines. NPM is also down...
... Just a continuation of Friday's muni discount increases. Seeing this occur makes one realize that CEFtoCEF merger arb is a discount-play (One hopes the...
I see where there was a big jump in the NAV of ASA right after the tender offer closed and pricing was set. Apparently the NAV on 10/2 closed at 77.66 wherein...
So DCS announced a few weeks back that they'd have a tender offer shortly after their annual meeting (which, it seems, is scheduled for tomorrow). Announcement...
The crucial question is: Do they hold illiquid securities. I've found in-kind to be profitable but got caught a bit with MXE which held 8% in an illiquid...
Well, if they only pay out 98% of NAV as their tender, then any margin to profit (other than through sheer luck if things appreciate) may be tiny. Again,...
NEW YORK, Oct. 22 /PRNewswire-FirstCall/ -- Cohen & Steers Advantage Income Realty Fund, Inc. (NYSE: RLF - News), Cohen & Steers Premium Income Realty Fund,...
What I'm wondering about is how to time the selling of NPM. Between my two main accounts (one a joint account with my wife), I've got a lot of NPM. I *might*...
CEFConnect.com shows a number of BDCs (Business Development Companies) at big discounts (EQS and MVC among others). CEFConnect.com has only 6 funds classifed...
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...