Tuesday, March 25, 2014

CLOs, Leverage Loan Funds, BDCs and Oxford Lane Capital

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Last week I attended a panel discussion titled "CLOs in the Heartland" hosted by Mayer Brown and Fitch Ratings, while most of cont...
Thursday, March 20, 2014

Municipal Mortgage & Equity

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So I was browsing around for new ideas when I stumbled across a post by Olmsted at the Corner of Berkshire & Fairfax message board who c...
Wednesday, March 5, 2014

The St. Joe Company

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This one might be a little controversial, but I think it deserves a second look... the St. Joe Company has been in the news quite a bit the...
Thursday, February 20, 2014

New Media Investment Group Spinoff

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New Media Investment Group (NYSE: NEWM) is a recent local newspaper/media spinoff of Newcastle Investment Corp (NYSE: NCT).  It was forme...
5 comments:
Friday, February 7, 2014

Mutual Conversion: Coastway Bancorp

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Coastway Bancorp (NASDAQ: CWAY) is the holding company for Coastway Community Bank, a Rhode Island based mutual savings bank that completed ...
8 comments:
Tuesday, January 7, 2014

Exelis Mission Systems Spinoff - Replay of Engility?

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One ignored spinoff that I wrote up last May was  Engility Holdings , a pure play government services provider that was cast off by L-3 Comm...
Tuesday, December 31, 2013

Year End 2013 Portfolio Review

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One of my main goals of this blog is to keep myself accountable for my investing decisions because I am a loose believer in the Efficient Ma...