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Nov 29, 2007 11:42 pm

Anyone buying some of these broken closed end funds as the year ends?  I'm looking at DEX, BGY and JCE - They will continue to tank until year end and be 10 -20% higher in the spring - paying 11% while you wait.

thoughts?
Nov 30, 2007 2:26 am

i have bought dex for clients. i have not bought for myself yet.

 i am open to idea's on ones trading at big discounts. i think this is a great year end strategy. i also bought gabelli global deal.  GDL    
Nov 30, 2007 2:41 am

AWP - 15% discount to NAV, 11.25% yield, earning their divi plus.

Nov 30, 2007 5:15 am

Good buy!

Nov 30, 2007 3:24 pm

http://www.closed-endfunds.com/

this will show largest discount and premiums.    
Dec 1, 2007 1:03 am

I’ve always tried to avoid the funds w/ leverage - but maybe what hurts on the downside will help on the upside?

  Your clients will love you by spring summer if you load up on these this year. 
Dec 27, 2007 7:56 pm

O.K.  I went in pretty heavy to JCE, DEX, and ETV over the past 3 weeks.   Some of my executions were good - some suck.  We’ll see how it looks in 6 months.

Dec 27, 2007 8:34 pm

take a look @ beaten down preferreds, most pay 8%+

Jan 2, 2008 2:02 am

with the volatility in Pref’d these days (so many from financial services co.s) I’ll take the same volatility with some diversification  and a higher yield.

Jan 2, 2008 5:17 pm

there are a lot of good preferreds. When Citibank cut their common dividend to 0 back in the early 1990, they never missed a preferred payment. The Citi preferreds did drop to the low teens though.

Jan 4, 2008 4:02 am

Just a thought, take a look at BTF had quite a bit of success with this one and they have recently started a monthly distribution.

Jan 13, 2008 5:49 pm

My understanding is that senior floating rate CEF tend to underperform in a downward trending interest rate environment. If that is the case, then why is Bill Gross of PIMCO in the rountable edition of the current Barron’s recommending BlackRock senior floating rate CEF?

  Any answers would be of some help.
Feb 17, 2008 9:15 pm

Even though I bought CEFs w/out leverage, I have a feeling that the auction rate debacle is going to bring down the non - levereged as well as the levereged CEFs.  Although that means there will probably be deals in the CEF arena, I think it means my time horizon will get significantly longer…  I guess I will keep buying 

  - Confucious says "only monkey pick bottom"