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PIMCO Municipal Income II PML

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    1. Current Holdings -- December


      Sat, 6 Dec 2014

      other recent changes in this category -- none) Munis ( 8% of total portfolio): KTF, MMU, MYD, BBK, NEV, BSD, BFK, PML (recent changes in this category -- none) Preferred ( 2% of total portfolio): JPI (sold a little), HPS (sold majority

    2. Muni CEFs


      Mon, 17 Nov 2014

      Considering KTF and NEV, forum favorites. I have noticed KTF down 8 days in a row, and it is on my short list of possibles, thinking it may have a better relative value. Already own PML . Opinions on adding to Muni CEFs at this time? TIA, Rick

    3. CEF Yields When Rates Peaked


      Sat, 15 Nov 2014

      22 PFN. Mult. 9.10. 8.82 PCN. Mult. 8.38. 8.47 ESD. Gl/EM. 8.21 7.64 EHI. Gl/EM. 9.79. 8.10 PML . Muni. 6.60. 6.10 BFK. Muni. 6.44. 6.14 HIX. Junk. 9.53. 8.48 My conclusions: 1) CEFs may not end up tanking

    4. Discrepency w/ Fidelity reporting


      Mon, 10 Nov 2014

      discrepency in reporting: pko -.33 vs. market's -.14 pcn -.07 vs. market's +.04 pty -.11 vs. markets's +.02 pml -.04 vs. markets's +.03 I can't think of what is going on. Any ideas? The rest of my holdings match w/ the market

    5. UPDATE 4-Biogen's Tecfidera sales miss estimates; confirms first PML case


      Wed, 22 Oct 2014

      Oct 22 (Reuters) - Biogen Idec Inc said on Wednesday sales of its big-selling new multiple sclerosis drug Tecfidera fell short of Wall Street's lofty expectations, and the company confirmed a serious...

    6. Biogen's Tecfidera Safety Fears Overblown, but Highlight a Real Life Cycle Management Risk


      Wed, 22 Oct 2014

      previous forecast of almost $3.2 billion in global sales of the drug this year. In addition, Biogen reported the first case of PML in a Tecfidera patient, who died after complications from pneumonia. We don't think this changes the risk profile of the

    7. Current holdings -Oct a question for those more experienced


      Wed, 8 Oct 2014

      appreciate your thoughts: i own, (from largest to smallest) the following FI positions: DSU, PFN, PCI, EHI, PHT, PML (my only muni), PCN, PTY, BWG, HNW DSU was a position I inherited from a previous money manager. HNW I purchased back

    8. Current Holdings - October


      Mon, 6 Oct 2014

      Hi All, Its been a long time since we posted this. I think its time with the recent PIMCO turmoil. Request all to post their current CEF holdings. Here are mine: BWG DMO EHI GBAB GOF HNW HPI HPS JPI MXF NAC NCV PCI PCM PCN PCQ PDI PFL PFN PHT PKO PMF PML PMX PTY VKI

    9. PML


      Wed, 9 Jul 2014

      Why did PML drop nearly 3.8% today?

    10. getting comfortable with muni CEF durations?


      Thu, 3 Jul 2014

      Hi folks, I am interested in collecting some muni CEFs and have noted some of the sharp investors here hold ones like PML and NEV. How do you view/get comfortable with the interest rate risk on these? They dont appear to be rate hedging like the

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