DAG Investments

Long only, value, growth, long-term horizon
DAG Investments
Long only, value, growth, long-term horizon
Contributor since: 2013
2/25/15
DAG Investments
$MGA "Magna International Inc hikes dividend ahead of two-for-one stock split" http://bit.ly/1LDOGi4
2/25/15
DAG Investments
$BX "Blackstone Group LP: The Next Cycle Cometh" http://seekingalpha.com/a/1r2hy
2/24/15
DAG Investments
$HLS a brief comment on earnings: http://seekingalpha.com/c/t0l10
2/19/15
DAG Investments
$WMB told you about this one http://seekingalpha.com/a/1qe2s just like I told you about $VLO months ago http://seekingalpha.com/a/1nqpp
Ah, yes ... I've heard tat about the DRIP discounts before, but thank you for reminding ... I forget a lot these days. lol
By the way, I just confused myself on a semantics difference. I think of "DRIP" as company-specific plans, and otherwise just div reinvest.
2/13/15
DAG Investments
"2015 New-Year Outlook: Bear, Bull, Or Both?"http://seekingalpha.com/a/1qe2i $ACET $AET $BX $GE $HAL $KR $MTW $MWA $PFE $TRN $VLO $WBA $WMB
2/13/15
DAG Investments
"2015 New-Year Coverage Universe Updates"http://seekingalpha.com/a/1qe2s $ACET $AET $BX $CECE $GE $HAL $KR $MTW $MWA $PFE $TRN $VLO $WBA $WMB
7/9/15
DAG, sorry to see you go. Will search for you on twitter. Thank you for all your work here!
@nclsamy Thanks I might be back since there will eventually have to be a sensible approach to stalkers... that will likely take years though
2/12/15
DAG Investments
$WBA http://seekingalpha.com/a/1n29p price target update from Monday should be posted shortly.
2/11/15
DAG Investments
$VLO Oppenheimer raises Valero Energy price target to $65 http://bit.ly/1zwELnt
2/11/15
DAG Investments
$OHI Omega Announces Release Date of Fourth Quarter Earnings and Conference Call http://bit.ly/1IVB31H
2/5/15
DAG Investments
$ACET initial thoughts on earnings before conference call ... including links to release and call: http://seekingalpha.com/c/setms
2/4/15
DAG Investments
$OHI This secondary may be the best buy opportunity for this income holding til a next interest rate panic. http://bit.ly/1z9QJ6g
Yes, that's my point... a secondary while the group is weakening may be the only buying opportunity for a stock that otherwise wouldn't stop
Months ago, I suggested waiting for the inevitable rate panic to buy $OHI and some guy ridiculed the idea ... I suspect he'll be silent now.
1/30/15
DAG Investments
Is it just me or is the Bloomberg web page getting worse and worse with every iteration? I actually find myself trying to avoid links to it.
You're not alone. Nobody can read anymore. Geeks are using pictures instead of headlines. No more quick scrolls for info. Cartoons are next.
Agreed on all counts. Thanks for letting me know I'm not just seeing things.
1/29/15
DAG Investments
$MTW Manitowoc splits into two companies, reports weak quarter. Links to releases and my two pence on both: http://seekingalpha.com/c/s62fa
1/29/15
DAG Investments
$VLO "Valero Energy: Cheap Oil Doesn't Stop Refiners" http://seekingalpha.com/a/1nqpp
1/28/15
DAG Investments
$PFE Hilliard Lyons says "Pfizer Will Do Fine Without AstraZeneca" http://on.barrons.com/1CzsX9B http://seekingalpha.com/c/s4am2
1/23/15
DAG Investments
$VLO My two pence on VLO's big dividend increase: http://seekingalpha.com/c/ryj7y
1/22/15
DAG Investments
$IHG InterContinental Hotels article available free until tomorrow morn http://seekingalpha.com/a/1nhhr
1/21/15
DAG Investments
$WBA is no longer reporting monthly sales. http://seekingalpha.com/c/rw23m
1/21/15
DAG Investments
$RJF reports EPS beat and in-line revenues. Not bad as most bigger financial firms had a poor quarter. http://bit.ly/1GwYE7F
correction... apparently revenue missed. it was slight though. still a decent quarter.
1/16/15
DAG Investments
$IHG A Dutch billionaire has just bought a 3.18% stake in IHG. http://seekingalpha.com/c/rqpus
1/16/15
DAG Investments
$IHG completes Kimpton acquisition http://bit.ly/1yljSle analysis free one more week http://seekingalpha.com/a/1nhhr
1/13/15
DAG Investments
$AET one of my favorite holdings for decades ... "Aetna Sets Wage Floor: $16 an Hour" (requires WSJ access) http://on.wsj.com/14Ov24Y
1/12/15
DAG Investments
"Iraq Raises Basrah Crude Price for Asia, Follows Saudi Lead" http://bloom.bg/1w9lvel
1/11/15
DAG Investments
"Saudi Arabia, Venezuela Agree to Collaborate to Restore Oil Prices" http://bit.ly/1snZWLS
Yes, but we must consider that it's just a political statement, not a concrete commitment to specific actions. Still a positive sign though.
1/12/15
Torres is in desperation mode, think of a drowning man grasping at straws and you have the picture.
1/5/15
DAG Investments
$KR analysis available free until the end of this week http://seekingalpha.com/a/1mp11 $WBA analysis as well http://seekingalpha.com/a/1n29p
1/2/15
DAG Investments
$WBA Walgreens Boots Alliance analysis http://seekingalpha.com/a/1n29p
12/31/14
DAG Investments
$ACET Singular Research raised their price target to $27. Mine from Aug is $25 (http://seekingalpha.com/a/1fx6f) Not sure yet if I'll raise it
12/24/14
DAG Investments
InterContinental Hotels: Kimpton Buy Is A Win $IHG http://seekingalpha.com/a/1nhhr
12/23/14
DAG Investments
One of the few hedgies I pay attention to... "David Tepper Warns 2015 Looking a Lot Like 1999" http://bit.ly/1xIjXhR
12/23/14
will do- I think just an overall holdings update with price targets...?
12/23/14
DAG Investments
$KR Kroger analysis available two more weeks: http://seekingalpha.com/a/1mp11 $WBA analysis http://seekingalpha.com/a/1n29p
12/22/14
DAG Investments
$WBA holders remember to vote on the Boots deal. Not voting is a vote AGAINST. Takes one minute online. Your broker site has your proxy card