I am looking for the most attractive risk-reward opportunities in this bull market. Today, I wanted to introduce my highest conviction idea. Keating Capital (KIPO) has been my most recent addition to the Core Total Return portfolio. It’s a closed-end fund that specializes in making …
Here’s a rundown of my long and short positions.
MLPs are a source of potential yields in the current environment.
All three trade at unjustified premiums to their NAV.
I’m bullish on stocks despite the noise in the media.
Not the first example of a stock that was over-loved in our investing culture.
Another round of quantitative easing by the U.S. Federal Reserve isn’t changing my market outlook.
All the doom and gloom about stocks may be a buy signal.
Greater China Fund’s board had failed to respond to the needs of value-minded shareholders last year.
I’d be a fool to compete with the hedge fund talent in knowing when Facebook is a buy or sell post-IPO.