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Virtus Diversified Income & Convertible Fund V.ACV.P


Primary Symbol: ACV

Virtus Diversified Income & Convertible Fund (the Fund) is a diversified, closed-end management investment company. The Fund's investment objective is to provide total return through a combination of current income, current gains and long-term capital appreciation. The Fund will normally invest at least 80% of its net assets (plus any borrowings for investment purposes) in a diversified portfolio of convertible securities, income-producing equity securities and income-producing debt and other instruments of varying maturities, of which at least 50% of total managed assets are invested in convertibles. The Fund has the latitude to write covered call options on the stocks held in the equity portion. The Fund's investment advisor is Virtus Investment Advisers, Inc., and its investment subadvisor is Voya Investment Management Co. LLC.


NYSE:ACV - Post by User

Comment by Xtrykr0on Aug 23, 2018 12:45pm
60 Views
Post# 28506568

RE:Need the warrants repriced

RE:Need the warrants repricedHi folks, my apologies for my erratic posting over the last while. Was my inconsiderate way of letting out some steam.

In any case, I wasn't able to tune into the conference call this morning - and so will have to wait till next week when the call recording is available.

Based on what I gathered from the recent quarterly release, the top line growth is incredible, and I am quite surprised by Love Child making a full recovery already in less than a quarter. I was actually concerned that it wouldn't make a full recovery, and the divestments into cannabinoids was a bit of a distraction from risks to that product line. I am wrong in this regard.

Despite the short-term paper loss, I have been double/averaging down in this bearish market (pretty typical of an August). My gut tells me that Q2 will see a bit of an injection in cash from the insurance/supplier settlements and that hopefully, costs associated with the Go Veggie ramp-up will come down from this quarter's levels. I don't expect Go Veggie sales to really hit the statements till Q3/Q4. Barring any other negative/surprise forces, Q3 will hopefully see us in the black on the EBITA, and hopefully, the stock performance can feed off the next market bull run.

GLTA.
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