Cheesehusker

Cheesehusker
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  • Joy Global declares $0.01 dividend  [View news story]
    Yikes - bad sign for CAT
    Dec 16, 2015. 08:01 AM | 2 Likes Like |Link to Comment
  • Goldman to launch climate-focused ETF  [View news story]
    socially responsible climate investing? Oh dear God...can we just short this now?
    Dec 15, 2015. 03:40 PM | 1 Like Like |Link to Comment
  • Waste Management hikes its quarterly dividend by 6.5% to $0.41  [View news story]
    I like raises
    Dec 14, 2015. 04:14 PM | Likes Like |Link to Comment
  • Kinder Morgan: I Told Me So!  [View article]
    Great article, Mike - this is precisely why I follow your work - the way you "think out loud" is just terrific.

    One lesson I'm reminded of and not in your article - buy from the CCC list....not that this itself is a guarantee (Hi, GE and BAX), but at least this keeps us out of junior DGI temptations like this. I need to remind myself that it's okay to miss out of the first few years of DGI growth...
    Dec 11, 2015. 08:31 AM | 3 Likes Like |Link to Comment
  • SA author: Kinder Morgan dividend cut "a huge win"  [View news story]
    @ Botany - at .50 divvy - this stock is horribly overvalued - 3% yield would be $16.67 - 5% would be $10 - and what income investor is going to want to settle for less than 5% after the shafting everyone's just received?

    And watch them waste billions on stupid buybacks in the meantime

    Angry at myself over this one
    Dec 8, 2015. 05:46 PM | 13 Likes Like |Link to Comment
  • SA author: Kinder Morgan dividend cut "a huge win"  [View news story]
    buy backs are NEVER a huge win - they're fool's gold - esp when mgmt then reissues stock as a bonus.

    What a waste - meh - this is what I get for not adhering to my CCC rules
    Dec 8, 2015. 05:25 PM | 8 Likes Like |Link to Comment
  • Kinder Morgan: What Should I Do?  [View article]
    So then are you taking all these sell recs as a buy signal?
    Dec 7, 2015. 04:15 PM | 3 Likes Like |Link to Comment
  • Hanover Insurance declares $0.46 dividend  [View news story]
    sweet - I love raises
    Dec 7, 2015. 09:14 AM | Likes Like |Link to Comment
  • Kinder Morgan: What Should I Do?  [View article]
    @DVK - thanks for this article - generally I find whenever everyone's screaming to "take action" that's usually the absolutely worst time. I appreciate your thinking out loud here - and your patience.
    Dec 7, 2015. 08:08 AM | 6 Likes Like |Link to Comment
  • American Farmland Is Poised For Value Creation  [View article]
    You're bassackwards wrt ethanol demand - low gas prices increases ethanol blending requirements = more corn used for ethanol.

    What hurts ethanol demand is high gas prices and high mpg.
    Nov 27, 2015. 08:14 AM | Likes Like |Link to Comment
  • American Farmland Is Poised For Value Creation  [View article]
    NE Iowa corn land selling for $17,000+ an acre

    Waaaaaay too much Cali ag in this company to even want to venture near
    Nov 25, 2015. 07:59 AM | 8 Likes Like |Link to Comment
  • Cincinnati Financial declares $0.46 dividend  [View news story]
    WOOT!
    Nov 23, 2015. 08:05 AM | 1 Like Like |Link to Comment
  • CA hikes dividend, launches $750M buyback, strikes $590M repurchase deal; shares +3.5%  [View news story]
    cool
    Nov 18, 2015. 04:20 PM | Likes Like |Link to Comment
  • SYSCO declares $0.31 dividend  [View news story]
    A raise is a raise
    Nov 18, 2015. 08:11 AM | 2 Likes Like |Link to Comment
  • Norfolk Southern gives thumbs down to $28.4B bid from Canadian Pacific  [View news story]
    Too low of a price
    Nov 18, 2015. 07:58 AM | 6 Likes Like |Link to Comment
COMMENTS STATS
382 Comments
863 Likes