TMFValueMagnet

Jordan Wathen

A Foolish writer and value investor most interested in businesses that you can buy and hold forever. Buying stocks like Walter Schloss to hold like Warren Buffett.

TMFValueMagnet’s Activity

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TMFValueMagnet published an article 1 hour ago

1 High-Yield Industry Vying for Dominance

Could business development companies displace REITs as the high-yield kings of Wall Street?

Fri Jul 25

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TMFValueMagnet published an article 2:00 PM

Big Dividend Yields We Wouldn't Buy for Today

Here's two high-dividend stocks we wouldn't pay up for today.

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TMFValueMagnet published an article 1:59 PM

Prospect Capital Corporation's Smart Tax Strategy

Prospect Capital Corporation uses debt in its controlled buyouts to eliminate taxes at the corporate level. Here's its president's and COO's take on structuring investments with debt or equity for tax efficiency.

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TMFValueMagnet published an article 1:59 PM

Why BDCs Invest in Equity and Debt

Here's why high-yielding BDCs strike a careful balance between debt and equity investments.

Wed Jul 23

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Article

TMFValueMagnet published an article 8:49 AM

The Student Loan Crisis Isn't a Crisis at All

Here's how a tiny investment could slash student loan debt by more than 11%.

Tue Jul 22

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Article

TMFValueMagnet published an article 3:30 PM

Why Travelers Companies Inc Got Smacked

Travelers Companies Inc. showed some weakness, but the long-term thesis is still in tact. Travelers is a great underwriters.

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TMFValueMagnet published an article 2:25 PM

The Anatomy of a Modern Pump and Dump

How pump and dumps have turned into an easy-access casino.

Sat Jul 19

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Article

TMFValueMagnet published an article 9:00 AM

The Government's Gift to These Big Dividend Stocks

The SBA plays an integral role in financing smaller, high-yield business development companies.

Wed Jul 16

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TMFValueMagnet published an article 2:32 PM

Big and Small Opportunities in High-Yield Stocks

The differences between lower middle market and upper middle market investments for high-yield business development companies.

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TMFValueMagnet published an article 12:58 PM

The Only Reason I Don't Own Visa or MasterCard

Visa and MasterCard are excellent businesses, but they're almost too good at what they do.

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Article

TMFValueMagnet published an article 9:16 AM

More Money, Please

BDCs are back at the table to seek new money, but is growing the balance sheet coming at the cost of existing shareholders?

Tue Jul 15

Caps Pick

TMFValueMagnet made a pick in CAPS. 3:06 PM

NorthStar Realty Finance (NRF) will Outperform the S&P 500

CAPS Outperform Pitch

TMFValueMagnet wrote about National Western Life Insurance Company (NWLI) . 2:58 PM

NWLI Outperform

Total management play.

Terrible ROE, which could be fixed, but management doesn't care. One could argue this is a pure life insurance play -- not on the business -- but on the life of the Chairman of the Board.

Maybe, just [more]

Caps Pick

TMFValueMagnet made a pick in CAPS. 2:58 PM

National Western Life Insurance Company (NWLI) will Outperform the S&P 500

CAPS Outperform Pitch

TMFValueMagnet wrote about BOK Financial Corp (BOKF) . 2:46 PM

BOKF Outperform

Snore. A boring bank led by a boring management team with massive insider ownership. Credit losses have been minimal over history.

For those keeping score, that's just about everything you want to see in a bank.

Adding it to a [more]

Caps Pick

TMFValueMagnet made a pick in CAPS. 2:46 PM

BOK Financial Corp (BOKF) will Outperform the S&P 500
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Article

TMFValueMagnet published an article 10:34 AM

What Are You Really Buying When You Buy Apollo Investment Corporation?

A look into Apollo Investment Corporation's largest holdings, and its historical performance.

Mon Jul 14

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Article

TMFValueMagnet published an article 5:58 PM

Will THL Credit Inc. Cut Its Dividend This Quarter?

A dividend cut at THL Credit Inc. is in the cards as yields trend down and nonaccruals surge.

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TMFValueMagnet published an article 10:49 AM

Fed Tapering: Who Cares?

Why the Fed tapering might have minimal impact on long-term interest rates for the foreseeable future.

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TMFValueMagnet published an article 9:53 AM

Prospect Capital Corporation: How and Why It Grows

Prospect Capital Corporation is a consistent client of Wall Street, raising new money by issuing shares to the public. Here's how its president and COO, Grier Eliasek, thinks about growth for growth's sake.

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CAPS Stats & Trivia

CAPS Player Rating 88.58
Player Rank 8568 out of 75009
Score 870.39
Score Change Today -15.10
Accuracy 57.50%
Active Picks 24
Total Picks 42
Best Pick TCX (+346.00)
Worst Pick TSLA (-50.24)
Average Score per Pick 20.72
Charms Earned 7
Highest Rated Favorite No Favorites Selected
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Boards Stats & Trivia

Board Posts 0
Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
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Percentage of Posts Rec'd 100.00 %
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