Tag Archives: CEFs

Bill Gross PIMCO Exit Creates Unprecedented Value In CEFs

By Morgan Myrmo: “When a great man dies, for years the light he leaves behind him, lies on the paths of men.” -Henry Longfellow What a remarkable man, Bill Gross is. That’s how Yoda would say it and most investment … Continue reading

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Equity CEFs: Don’t Judge A CEF By Its Yield

By Douglas Albo: It’s a given in the Closed-End Fund (i.e. CEF) universe. The higher the yield offered to investors, the higher the fund’s valuation typically. Equity CEFs that offer around 9% or more yields often trade at premium valuations … Continue reading

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CEFs: An Opportunity In A Nuveen Floating Rate Fund

By Douglas Albo: More and more articles are speculating on whether or not the Federal Reserve might raise interest rates sooner rather than later. With economic numbers continuing to come in mixed, but generally suggesting an improving economy and labor … Continue reading

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BDC CEFs Poised To Perform Well In A Rising Rate Environment: Potential For Growing Income & Positive Total Return

By John Cole Scott: We constantly hear from investors seeking ways to maintain yield or add to their portfolios’ income potential as well as develop an investment strategy for a future rising interest rate environment. We think Business Development Company … Continue reading

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Equity CEFs: The Rights Way To Play CEFs

By Douglas Albo: Nowhere will you find more opportunities in the equity markets than in equity based high yielding Closed-End funds (CEFs). It sometimes boggles my mind what investors are willing to buy and sell CEFs for, all in the … Continue reading

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Equity CEFs: Sell This, Buy That From These Fund Families

By Douglas Albo: Before I go into my selections of high-yielding, equity-based Closed-End funds (CEFs), I’d like to once again explain why valuations are so important when evaluating CEFs, second only to a fund’s Net Asset Value (NAV) total return … Continue reading

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Assessing Preferred Stock CEFs In Retirement Portfolios

By John Dowdee: As a retiree, I am always looking for income opportunities that are relatively low risk. Preferred stocks Closed End Funds (CEFs) are often overlooked by investors and have the potential for higher income than common stock funds. … Continue reading

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Muni Bond CEFs Take A Beating Again

By Douglas Albo: March 14th, 2013, was an ugly day if you were a municipal bond closed-end fund (CEF) holder. Virtually across the board, all muni bond CEFs got hit especially hard after a dreary week of selling culminated with … Continue reading

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Equity CEFs: 9% Tax-Exempt Yields Being Given Away – The Greatest Story Not Being Told

By Douglas Albo: With all the concern over taxes on dividend stocks and yield oriented funds going up beginning in 2013, why isn’t anyone pointing out that investors can still receive 9%+ tax-exempt yields in non-leveraged high yielding equity based … Continue reading

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Equity CEFs: Eaton Vance Really Wants You To Own Its Option-Income Funds

By Douglas Albo: As if an income investor needed any more reason to buy the Eaton Vance option-income Closed-End funds (CEFs), Eaton Vance (EV) went ahead and changed all of its quarterly distribution funds to monthly pay. This is the … Continue reading

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