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cognitorex

cognitorex
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  • DGI Portfolio Add: Exxon [View article]
    RE: Veritas1010. I'm 71, also relying on my Grandmother's/then Mother's XOM for much of my core, "sleep well in all kinds of weather" stocks. T also. Turned in the physical paper shares in '08. That was quaint.
    Dec 22, 2014. 05:43 AM | 1 Like Like |Link to Comment
  • DGI Portfolio Add: Exxon [View article]
    For me sell a Jan 16 90 putt +/- $7.00 while the vix is frothy. ( I own the stock and am short both puts and calls.) Collect 2 years plus dividends with a, non-risk to me, of being exercised to own the underlying stock at $83.00. With some luck in oil prices, and a large decline in vix it would be easily imaginable to close out this position for a $1.50 or $2.00 ($150, $200) gain in 90 days, a nice improvement over just the 3% per annum dividend.
    Dec 21, 2014. 10:14 AM | 1 Like Like |Link to Comment
  • Halliburton Analysts Must Be Crazy: Accumulate [View article]
    I was once a bank officer with 2 billion in credit outstandings when oil crashed to $26.oo a barrel. Houston banks tanked immediately, Dallas banks said they were not overly leveraged oil. Then there was this ominous noise as the equity in the Dallas banks whooshed out.
    Commodities aka silver...gold etc behave like commodities which is fraught with vol. There's probably an 18% chance oil will trade down to $30's. Commodity, ahem, commodity.
    Good news is that the U.S. no longer hemorrhages on $$ oil importation. Good news is that renewables are actually having an (albeit small (effect).

    short BHI 60 J16 puts at 7.50 ish.
    short XOM 90 J16puts 12 ish
    Dec 13, 2014. 12:24 PM | Likes Like |Link to Comment
  • Vodafone Group Turns It Around [View article]
    Mssr: Sartre

    Tracing Vod's dividends takes paaaaatience.
    According to their web site Vodafone dot com//..investors//..ADR holders//..Dividends, their last four years payout has been (in $, net of small fee):

    Year Interim Final Total
    2014 .5704 1.2530 1.8235 ($1.82/$35.00 = 5.2%)
    2013 .5080 1.0426 1.5506
    2012 .4636 99.08 1.4544* (* Plus $.62 special 2012 div due to
    2011 .4457 .9669 1.4426 Verizon Wireless payment)

    The interim goes ex-div November and is paid in February, making it a following year dividend re: Vodafone. Such as, (I think/don't warranty), VOD will go exdividend for its 2015 Interim Nov 20 for =/- $ .54, payable February 4.
    Final dividends go ex-div early June payable August.
    Nov 16, 2014. 10:10 AM | 3 Likes Like |Link to Comment
  • Why Google Has Upside To Nearly $650 [View article]
    Dying to see answer to your question. Had same.
    Apr 25, 2014. 11:25 AM | 2 Likes Like |Link to Comment
  • Why JPMorgan Chase Will Beat Estimates Despite Sluggish Economy [View article]
    Seriously hope you're right. Going to forthwith sell a J 15 57.5 P or two.
    Apr 10, 2014. 03:19 PM | Likes Like |Link to Comment
  • How Does A Smaller, Nimbler, More Focused Vodafone Stack Up? [View article]
    After some VOD sales pre-distribution i owned 102 shares at $19.64 a share and ended up with 55 vod shares, 26 vz shares, $55.13 cash payment for fractional shares and $502.66 cash dividend payout .
    What is my cost basis in the remaining 55 VOD and 26 VZ shares? I assume I'll be paying taxes on the cash received.
    Any help would be greatly appreciated.
    Mar 8, 2014. 08:40 AM | Likes Like |Link to Comment
  • Why My Money Went To Spain Today [View article]
    Besos for Pesos? I'm long EWP using profits made in Dec / January activity in IEV and veurx. Thanks for article.
    It seems that 60-70% of the Europe and Spain financial comments have some positive element versus the 100% negative Europe is in recession ratio of a year ago. Even fleeting glinting comments that France is leaving recession. Vraiment?
    Feb 28, 2014. 07:37 AM | Likes Like |Link to Comment
  • AT&T Should Yield 6% With Google Fiber Looming [View article]
    Pensions etc were driven to telecoms for yield when quite safe 6 month, year, 2 year, and ten year yields were almost nothing. A 100 basis point increase in the 10 year for example has chaa-anged the game and is way the biggest recent factor in the decrease stock price of telco's utilities etc..
    Feb 25, 2014. 01:08 PM | Likes Like |Link to Comment
  • LinkedIn: Why Are Investors Paying So Much For This Stock? [View article]
    Filed under market shenanigans is this: How often have you seen a run up to earnings announcement in a "high flyer." It seems a normal gaming mechanism to me. It seems, more often than not, to reward sellers at this gaming top (although I lack the cojones to bet on it and because I'm an option incrementalist.)

    My point here is : at 3:00pm on the fifth LNKD was $212.00. After the gaming run up, 3:00 on sixth LNKD was $223.00. This action is bull. At 3:00 on 7th after announcement LNKD was $210, basically the same as before the gaming action. To me the headline or the analysis that LNKD had given up 9% has no merit. It was valued at $212 by market before gaming action and basically the same after the game concluded. LNKD did not get hammered, it just didn't have any new juice.

    I went short LNKD at $135 months ago but closed the position (up) due to lack of patience and a percieved poor risk reward parameter. Stubbornness and a dislike of this among other social media stocks will probably drive me to try to sell a top again some day.
    Feb 8, 2014. 12:31 PM | Likes Like |Link to Comment
  • Dividend Portfolio Super Bowl: JPMorgan Vs. KLA-Tencor [View article]
    " JPMorgan pays a dividend of 2.76% with a payout ratio of 35% of trailing 12-month earnings while KLAC pays a dividend of 2.92% with a payout ratio of 55% of trailing 12-month earnings. KLAC wins Game Four of the series "

    I think JPM wins. 2.76 and 2.92 are basically equal , 55% is muy large compared to 35%.
    JPM wins.
    Good writing.
    Feb 1, 2014. 11:07 AM | Likes Like |Link to Comment
  • Exxon Mobil: Deep Value At Discount Prices [View article]
    And xom does or does not have a share by back program. The program is huge? It's tiny? It is greater than or less than it's competitors. The buy back program has bumped the share value by ??? over one year, two years? Buffet?
    Feb 1, 2014. 10:41 AM | 2 Likes Like |Link to Comment
  • 5 ETFs To Avoid Right Now [View article]
    Nice article.
    Jan 29, 2014. 10:20 AM | Likes Like |Link to Comment
  • After Hour Gainers / Losers [View news story]
    i can find no verification that VGK was either active or especially up in the after market. I sincerely hope you have read the right tea leaves or active charts. I am long Europe and Spain. My thinkorswim chart on IEV does show it active/up 1.9% from Fri close to $47.00. Be nice to open major up on Monday.
    Jan 26, 2014. 03:34 PM | Likes Like |Link to Comment
  • Dividend Portfolio Semi-Finals: JPMorgan Vs. Amgen [View article]
    Very cool idea and writing style. Way to go!
    As to the investing "one big puzzle" I use a Sartre/Camu-Your greed/my money- NyQuil-chaos theory.
    (There's no God or right and wrong: sell options /pocket the premium: invest such that you can sleep easily (modified hedging): and trust that the unexpected will happen and can partially be planned into a portfolio.)
    Jan 15, 2014. 08:58 AM | Likes Like |Link to Comment
COMMENTS STATS
144 Comments
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