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Nuveen California Municipal Value Fund Inc T.NCA


Primary Symbol: NCA

Nuveen California Municipal Value Fund, Inc. (the Fund) is a diversified closed-end management investment company. The Fund's investment objective is to seek current income exempt from both regular federal income taxes and California personal income tax. Its secondary investment objective is the enhancement of portfolio value. The Fund invests in municipal securities that are exempt from federal and California state income taxes. The Fund invests at least 80% of its managed assets in securities rated, at the time of investment, investment grade or, if they are unrated, are judged by the manager to be of comparable quality. The Fund may invest up to 20% of its managed assets in municipal securities rated below investment quality or judged by the manager to be of comparable quality, of which up to 10% of its managed assets may be rated below B-/B3 or of comparable quality. It also invests in inverse floating rate municipal securities. Its investment adviser is Nuveen Fund Advisors, LLC.


NYSE:NCA - Post by User

Comment by BillSmith9on Sep 26, 2017 11:00am
86 Views
Post# 26742301

RE:Morning Star

RE:Morning StarMorningStar is quite useful for some research such as analyzing an operating company like Newmont or Barrick.  The limitation is MorningStar analyzes income statements and balance sheets,  using formulas, comparisons & methodology that don't work for a a gold explorer not generating revenue.  I read a lot and do a fair bit of research.  But I would tend to discount any analysis MorningStar makes here.  So would others.

I doubt Morningstar has any geologists on staff and they are not equipped to evaluate a resource or drill cores, let alone compare to peers.  They never make site visits.  Morningstar is U.S. based.  They frequently miss SEDAR filings and major pieces of the puzzle, such as institutions owning.  

NewCastle is based in Toronto and has an office in Vancouver.  Their California project is no help with Morningstar.  In the U.S. they are a microcap stock trading on what used to be called the Pink Sheets.

This isn't meant as a dig at Morningstar, this just doesn't fit their business model.  One good thing is that they are unbiased.  Analysts working for brokerage firms have agendas.  U.S. brokerages have been fined hundreds of millions for using analysts to achieve retail distribution of stocks that institutional clients want to dump.

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