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Derrick Lilly

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  • Derrick Lilly
    Last week's portfolio changes are already paying off: $XOM sold for $COP; $UHT sold for $OHI. Waiting for $GY to pull back to add.
    Apr 30, 11:29 AM
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      • Derrick Lilly
        Who thinks it's time to take some profits on $VZ?
        Apr 25, 12:52 PM
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          • Derrick Lilly
            Added $PACD today after trimming $SDRL, and increased $MUX on Stifel Nicolaus $3.75 target.
            Feb 8, 4:09 PM
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              • Derrick Lilly
                $PSX has had an awesome run. P/E still looks attractive, but is it time to take some profits?
                Jan 30, 11:03 PM
                Reply (2)
                • Michael Fitzsimmons: It could pullback, but long term, the spread is wide, chemicals unit kickin' butt, and we have the MLP spin-off in 2nd half. I'm holding on
                  Jan 31, 8:34 AM
                • wigit5: Spin off shares have almost doubled in value, I'm not buying any at this level but will not sell until after we see what the MLP does.
                  Feb 1, 10:38 AM
                  • Derrick Lilly
                    Silly me. I thought the recent rally in Sturm Ruger & Co. ($RGR) was a turning point.
                    12/10/12
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                      • Derrick Lilly
                        Thanks for the 25% dividend increase, Phillips 66 (PSX).
                        10/4/12
                        Reply (2)
                        • Ocean Man: Still only 2.2% yield. Meh....
                          10/5/12
                        • Derrick Lilly: For now.... Management is committed to shareholder returns, plus the stock has run up a lot already. Win-win.
                          10/7/12
                          • Derrick Lilly
                            I'm feeling good about (PSX), (SDRL) and the downside pressure on (MUX) seems to be subsiding a bit. (SSW) earnings were nice, too.
                            8/8/12
                            Reply (3)
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                            • Derrick Lilly: Reinvest those dividends. They add up quickly. Especially with the special ones they pay out every now and then.
                              8/9/12
                            • wigit5: Yup all my dividends reinvest for now, waiting until my quarterly distributions add up to amount that makes sense to invest seperately
                              8/10/12
                              • Derrick Lilly
                                7 weeks down looks likely.
                                6/15/11
                                Reply
                                  • Derrick Lilly
                                    (UXG) looks attractive after its pullback and on news of proposed merger with Minera Andes.
                                    6/14/11
                                    Reply
                                      • Derrick Lilly
                                        Sold (BMY), bought (SDRL) and (UXG). Dividend income replaced by (SDRL), and hopefully much more upside potential between SDRL and UXG.
                                        2/9/11
                                        Reply
                                          • Derrick Lilly
                                            Looks like there will be some nice buying opportunities for physical silver over the next few trading weeks.
                                            1/20/11
                                            Reply
                                              • Derrick Lilly
                                                Is tired of the Cramer-effect on MO.
                                                11/10/10
                                                Reply