derekbobbe via Twitter 03:13 PM  02/05/10 reply  |  re-tweet

exited $HTGC (Msgs, Twts), $TICC (Msgs, Twts) pair. Too choppy for my taste.

derekbobbe via Twitter 02:01 PM  02/05/10 reply  |  re-tweet

$TICC (Msgs, Twts) has an NII yield of 8%, which is lower than any other BDC except for $MAIN (Msgs, Twts) (7.99%). Thinking about buying a basket of BDCs vs. $TICC (Msgs, Twts).

derekbobbe via Twitter 02:00 PM  02/05/10 reply  |  re-tweet

very strange that $TICC (Msgs, Twts) is up today while most of its peers are sharply down. Guessing its combo of share repurchase, dumb retail investors.

derekbobbe via Twitter 03:04 PM  02/04/10 reply  |  re-tweet

Made several purchases of $HTGC (Msgs, Twts) today 9.88 - 9.99. Looking for a swing to 10.30 - 10.75. Hedged with $TICC (Msgs, Twts) 5.96 and $SEF (Msgs, Twts) 45.55.