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Author: Hohum777 Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 1827  
Subject: Re: Dec 2012 musing Date: 12/23/2012 11:04 PM
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While waiting for FAX to return to more reasonable levels, I'm thinking of taking a bite on
Aberdeen Chile Fund (CF), another CEF managed by the same entity. This year, FAX has traded in
a fairly narrow channel. OTOH, CH has bounced around quite a bit. It also has a quarterly
payout that seems to have some variability. While the Brazilian picks have been a mess this
year, with CH I would get a basket of Chilean ideas in one transaction. Plus, potential upside
if the dividend payout increases.

--

Saw this article on TNP--
http://seekingalpha.com/article/1078311-tsakos-energy-the-4-...

Unlike many other SeekingAlpha writers who post articles on shipping ideas, this guy at least
has a stake in TNP. I wonder, what is his TNP cost basis? I have a suspicion it is higher
than the current price. He seems to be reaching in several areas e.g. the yield is 5.3%, not 6%.
The upside on the LNG side is muted since the vessel doesn't deliver until 2015. AFAIK,
TNP has not released the rates for the recent ice-class vessel charters. While it
is possible one, two, or all three vessels, might have secured above-average rates, it is
also likely TNP opted to fix charters to secure a steady income the next few months.
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