|
The Investor's Guide
to Closed-End Funds
The Investor's Guide to Closed-End
Funds is a comprehensive monthly
report on the closed-end fund industry. The
report contains trading recommendations on all
closed-end funds in every issue and also includes
commentary by Thomas J. Herzfeld, closed-end fund
announcements, dividends, and published managed
portfolios showing the actual results of investment
programs available to subscribers.
All files are in PDF format, and follow the same familiar page layout of the original report, which has been published continually since 1986. The report can be viewed on your computer screen or printed out. Annual subscribers may wish to print out the report and keep it in their binders.
If you need help or have any questions, we are
available to help at 305-271-1900 or 800-TJH-FUND
(800-854-3863).
For more information about other services offered
by Thomas J. Herzfeld Advisors, Inc., please visit
our main website at
www.herzfeld.com
If you would like to subscribe to the report, renew your subscription,
or view pricing information, please click below
 |
SPECIAL NOTE: The May, 2008 issue will be posted on
Wednesday, April 30, 2008 at 4:00 PM |
|
Some recent topics covered in the report 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 of 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; SPECIAL
FEATURE: Long-Term Charts of
Premiums/Discounts (August, 2007)
- Expense Ratios Reflect Changing Regulatory
Environment; Nuveen Investments to be
Acquired;; Market Shakeout Provides Some
Buying Opportunities (July, 2007)
- Declared
Shareholder Stakes Forecast Corporate
Activity; Herzfeld Advisors'
Reorganization Gauge; Declared
Shareholder Stakes
(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)
|
|
