re: Searching for yield

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That's a great idea. Perhaps even some sort of inventory infusion. I've got a family member who owns a pretty high turn store who can always use more inventory who I'm considering doing this for.

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I have underwritten a lot of companies that have high yielding sub debt. I often wish I could get in on some of it.

I'm currently long in AGNC, yielding around 20%. it's had a good run up recently, but I still like it.

Floating rate bond funds are also worth a look right now. No way I would be buying fixed rates bonds right now, though.

I think there are some real values in the banking sector, but none I consider to be a long term hold.

I've been long BP for a long time and I still think it's a great value. I think being long O&G in general is a good long term move. Short term, I like a few oilfield service companies that have a focus on natural gas. Nat Gas will eventually be back strong and I think those guys are the best way to take advantage.

CQP is a stock I've always been interested in, but never bought, because when it was cheap because I didn't think I fully understood the risks, and didn't buy later because I thought I had missed the boat. I would be interested to hear what someone smarter than me has to say about CQP.