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CEF Advisors’ Quarterly Closed-End Fund and BDC Universe Update, IPO Review & Outlook

On January 11th we held our Quarterly Closed-End Fund and BDC Universe Update, cef-and-bdc-review-and-outlook-for-4th-quarter-2016Outlook, IPO Review & Outlook.

Please watch the replay or download the slides to see what trends we covered in the CEF industry including:

*Discounts & Discount Trends
*Yield and Yield Trends
*Dividend Changes
*Last Quarter’s and Recent Peer-group performance (NAV and Market Price).
*UNII, Earnings and Return of Capital (RoC) Trends
* Recent CEF IPO’s
* Liquidity & Liquidity Trends
* Activist Updates & Trends
* CEF Deaths & Mergers
* NAV vs. Market Price Volatility
* New CEF Universe Data
* 2017 Outlook
* Pre-submitted & Live Q&A

Replay Link
Slides in PDF Format

Discounts As “Leverage”

One way to look at closed-end fund discounts is to view them as “free leverage,” says jcs-discounts-as-leverage
John Cole Scott of CEF Advisors in Investius News.
Click on Link Below to View

John Cole Scott Quoted in Two Barron’s Articles (subscription may be required)

We were pleased to help Barron’s cover the closed-end barrons-logo

fund sector on October 22, and December 3, 2016.

Click Here to see John Cole Scott quoted in Barron’s Article A Closed-End Fund Shopping List.

Click Here to see John Cole quoted in Barron/s Article It’s Time to Take a Fresh Look at MLPs.

 

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The Street’s Greg Greenberg Interviewed CEFAs’ John Cole Scott about Four Closed-End Funds to Feel Good About Even if Rates Rise

JCS-Street-2016-04The Street’s Gregg Greenberg spoke with

special guest and nationally recognized

closed-end fund expert John Cole Scott

about four closed-end funds that are

poised to do well even if rates rise. John discussed the MFS High

Income Municipal Trust (CXE), the Calamos Global Dynamic Income Fund

(CHW), The Cushing MLP Total Return Fund (SRV) and the Saratoga

Investment Corp. (SAR).

Watch the interview by clicking below.

https://www.thestreet.com/video/13847442/four-closed-end-funds-to-feel-good-about-even-if-rates-rise.html

CEF Advisors’ Quarterly Closed-End Fund and BDC Universe Update, Outlook, IPO Review & Outlook

2016-3rd-quarter-review-and-outlook-010917On October 6th we held our Quarterly Closed-End Fund and BDC Universe Update, Outlook, IPO Review & Outlook.

Please watch the replay or download the slides to see what trends we covered in the CEF industry including:

*Discounts & Discount Trends
*Yield and Yield Trends
*Dividend Changes
*Last Quarter’s and Recent Peer-group performance (NAV and Market Price).
*UNII, Earnings and Return of Capital (RoC) Trends
* Recent CEF IPO’s
* Liquidity & Liquidity Trends
* Activist Updates & Trends
* CEF Deaths & Mergers
* NAV vs. Market Price Volatility
* New CEF Universe Data
* 2016 Outlook
* Pre-submitted & Live Q&A

Replay Link
Slides in PDF Format

Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call

Chuck Jaffe, a senior columnist formarketwatch-logo-1

MarketWatch, interviewed John Cole

Scott on October 4, 2016. Click on the link below to listen to John give insights on closed-end funds.

Chuck Jaffe, Sr. Columnist for Market Watch, interviews John Cole Scott for the MoneyLife Market Call

 

CEFAdvisor’s 2Q 2016 Research Call Replay and Slides

cefa-2q-2016-cef-and-bdc-review-and-outlook-research-replay-image

On July 13th we held our Quarterly Closed-End Fund and BDC Universe Update, Outlook, IPO Review & Outlook.

Please watch the replay or download the slides to see what trends we covered in the CEF industry including:

*Discounts & Discount Trends

*Yield and Yield Trends

*Dividend Changes

*Last Quarter’s and YTD Peer-group performance (NAV and Market Price).

*UNII, Earnings and Return of Capital (RoC) Trends

*Recent IPO’s

*Liquidity & Liquidity Trends

*Activist Updates & Trends

*Deaths & Mergers

*NAV vs. Market Price Vitality

*New CEF Universe Data

*Expanded Business Development Company CEF Review and Commentary

*Next Quarters Outlook

*Your Pre-submitted & Live Q&A

Replay Link
Slides in PDF Format