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Easy to Understand Growth Equity, Deep Value, SPAC, Preferred Stock, REIT, MLP, Merger Arbitrage, Capital Structure Arbitrage, and Distressed Subscription Research by Former Goldman Sachs Portfolio Manager
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Join date: Apr 18, 2021
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Posts (36)
Jan 6, 2026 ∙ 1 min
10 Latest High Dividend/Low Vol Preferreds Shared in Sunday's Weekly E-mail
We continue to build our robust 27% allocation to dividend stocks and preferreds, which gives stable quarterly income support to our overall portfolio...many of these names are rated BBB and are supported by asset value and cash flows.
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Oct 9, 2024 ∙ 3 min
SSR High Dividend and Takeout Candidate (13.9% Floating Dividend and Potentially Callable from a Discount in November)
This is one of the most compelling preferreds in the market with an almost 14% yield (discounted name) and potential takeout in November.
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Sep 30, 2024 ∙ 8 min
SSR Activism: Design and Fabrication Company Offered $16.50/share tender offer from Activist Buyer (31% Upside)
Similar to RCM, which was a success, earlier in the year, we think we have found another very interesting potential takeout candidate...
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