The Investor's Guide to Closed-End Funds is a monthly report containing trading recommendations on all closed-end funds in every issue. The report also contains commentary by Thomas J. Herzfeld, closed-end fund announcements, dividends, and published managed portfolios showing the actual results of investment programs available to subscribers.
Topics covered in some recent past reports include:
Trading Update;
Closed-End Funds Respond to Auction Rate
Preferred Liquidity Crisis; Survey of
Auction Rate Preferred Shares; SPECIAL
SUPPLEMENT: Where to Find Closed-End Fund
Data
(April, 2008)
Trouble on the Auction
Block--Auction Rate Preferreds
Exposed; Tax-Exempt Distributions Are Not
Always "Tax-Free": Table of Distributions
Subject to AMT; Closed-End Fund Tax
Reclassifications; Flood of Declared Stake
Filings
(March, 2008)
Performance Commentary:
Traders' Market in Closed-End Funds; Fourth
Quarter and 2007 Annual Performance Rankings
and Survey; Municipal Bond Funds Rebound But
Uncertainty Persists; Institutions Add to
Closed-End Fund Holdings
(February,
2008)
New Year's Buy List; The
Year in Review - Annual Survey of Activity
in The Closed-End Fund Industry in 2007;
Claymore Continues Tradition of Innovation
(January, 2008)
Changing Face of
Institutional Investors in Closed-End Funds:
Survey of Declared Shareholder Stakes;
Bargains Abound; Interview with Frank J.
Abella, Jr., Investment Partners Asset
Management (December,
2007)
ICI Closed-End Fund
Workshop; Abundant Crop of Year-End Trading
Opportunities; Third Quarter and Nine Month
Performance Rankings and Survey; New Use for
Loss Carryforwards: Survey of Closed-End
Fund Loss Carryforwards (November,
2007)
Leverage Use by
Closed-End Funds: Survey of Closed-End Fund
Leverage; Closed-End Fund "Yields" Have
Risen; Yield--Real or Perceived (October,
2007)
Market Fallout Provides
Short-Term Trading Opportunities;
Revaluations in Loan Participation Funds;
"Lifeboat" Provisions in Closed-End Funds:
SPECIAL FEATURE: Survey of Closed-End Fund
"Lifeboat" Provisions (September,
2007)
The Investor's
Guide... Celebrates its 21st
Anniversary; First Half Performance
Overshadowed by Market Declines; Performance
Survey and Rankings; Long-term Charts Help
Pinpoint Opportunities: SPECIAL FEATURE:
Long-Term Premium/Discount Charts (August,
2007)
Expense Ratios Reflect
Changing Regulatory Environment; Nuveen
Investments to be Acquired; Market Shakeout
Provides Some Buying Opportunities; News and
Notes (July,
2007)
Declared Shareholder
Stakes Forecast Corporate Activity; Herzfeld
Advisors' Reorganization Gauge; Declared
Shareholder Stakes by Fund and by
Shareholder; Jason Leung to Head Global
Strategies (June,
2007)
First Quarter Performance Survey and Rankings; Herzfeld Advisors' Performance; Erik Herzfeld to Head Alternative Strategies Group; Tri-Continental Deals with Dissidents; Commentary and Table of Funds with Level and Managed Payout Policies; Court Upholds Poison Pill Rights Plan (May, 2007)
Annual On-Line Subscription Rate: $625.00 Annual Printed Version (mailed first class): $800.00 (please add 20% more for overseas orders)
Two Month On-Line Trial Subscription: $125.00
Two Month Trial Subscription Printed Version (mailed first class): $150.00 (please add 20% more for overseas orders) Past issues are available at a charge of $62.50 per issue; please specify which issue you would like.
To order please mail a check to:
Thomas J. Herzfeld Advisors, Inc.
PO Box 161465
Miami, FL 33116
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this web site as a convenience for its clients, the stockholders of The Herzfeld Caribbean
Basin Fund, Inc. and other interested investors for information purposes only. The
information on this web site is not intended to address any individual's particular
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Thomas J. Herzfeld Advisors, Inc., PO Box 161465, Miami, FL 33116 | Phone: 305-271-1900 |
Toll Free: 800-TJH-FUND |
