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Mike Tango

Mike Tango
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AMC, C, GE, HD, HE, HTM, MDLZ, SVU, TEU, TMHC
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  • Home Depot - Shares Become Too Expensive After Yet Another Earnings Beat [View article]
    I view my dividend as a rebate for all the stuff I buy there every month. I'm doing my part to shore up the bottom line! (Women should never have been taught how to write; my wifes "honey do" list keeps growing no matter how much I get done.)
    Jul 12, 2013. 03:35 AM | Likes Like |Link to Comment
  • Taylor Morrison: Fresh Off Its IPO, This Homebuilder Is Flying Under The Radar [View article]
    To Dr. Duru: Being semi-retired and in the building trade myself, I can only speak of my observations. What I see: 1. Houses/condos that are going up (at break neck speed) have "sold" signs out front before the slab is poured. 2. Builders are getting further behind in their building/delivery schedules due to a lack of construction crews (masons, framers, roofers, etc.) 3. "Communities" that are packed with parked cars OCT thru APR are ghost towns right now. (Might see a car every 5th house.) 4. Talking with colleges further north (Tampa/Sarasota/Bradon... report the same situations in their areas. 5. Lots of "rehabs" going on (for sale and for rentals). OPINION: What I've observed over the years that I've been down here is: most people come down and rent the first year or so, then buy. Buying to own due to low interest rates is the predominate way to go. (Boomers recall 6% and 7% mortgage money so what they can get now for that house payment is a relative steal.) Don't know if this helps any, it's just the way things are down here right now.
    Jul 12, 2013. 03:21 AM | Likes Like |Link to Comment
  • Taylor Morrison: Fresh Off Its IPO, This Homebuilder Is Flying Under The Radar [View article]
    Don't know how the rest of the country is doing, but down here in SW FL the builders are going crazy! Building houses (slabs poured) with only stakes to show where the road is gonna go! One "smaller" community is building two houses per week. (Building inventory for the Snow Bird retirees that are due this fall.) ALL the builders are busy. That in spite of a significant foreclosure issue down here. Lots of money in the game down here. Good luck (skill) to all.
    Jun 16, 2013. 07:53 AM | Likes Like |Link to Comment
  • Home Depot - Shares Become Too Expensive After Yet Another Earnings Beat [View article]
    Unloaded 1/2 my shares @ 75 (after doubling my buy price), so riding on profits. Goes to 100 I'm 100% out! Stop Loss in @ 70. Us hobbyists just play with the basic tool kit (;~)) but learn from you advanced players. Thanks for the insight.
    May 22, 2013. 07:12 PM | 2 Likes Like |Link to Comment
  • A Win-Win Deal For Struggling Supervalu [View article]
    Seems I've heard this rosey-optomistic story before. That was before I took a drubbing in the shares. Don't have much in it and will hold on to the shares as a "learning experience". Every time I see SVU in my portfolio, I'll remember NOT to believe every thing I read.
    Feb 4, 2013. 07:26 PM | Likes Like |Link to Comment
  • Why GE Investors Should Expect Continued Growth In Its Dividend [View article]
    Rubel: Agree with you about vesting in 12 months. I vest at the rate of 20% per year; don't see why options granted couldn't use the same rate. Don't have the history with GE that you do so I'm not as POed about performance/payout. Why haven't the "institutions" taken action? "Institutions" were not happy with Nardelli at Home Depot (HD) a few years a go and they orchestrated a removal. Seems they canned a board member or two at the same time. Another question I have is: if GE is in the top ten companies sitting on lots of cash (reported to be +/- 93 Billion $), why so slim on the Dividend or buy-back program?
    Oct 10, 2012. 04:23 PM | Likes Like |Link to Comment
  • Why GE Investors Should Expect Continued Growth In Its Dividend [View article]
    Rubel: I disagree with your politics and I don't think you have a grasp on the option idea either. Options are granted as an incentive to grow the value of a companies shares through hard work and diligence. If an option is granted at $1.00 per share, and the stock goes to $3.00, the grantee makes a nice profit. If, on the other hand, the stock goes down to $.50, then only a fool would buy the stock from the company when he/she could buy it on the open market for half that. Your concept is like dangling a carrot in front of a mules face in hopes it goes faster. That works, unless the mule just finished lunch.
    Oct 9, 2012. 07:37 PM | Likes Like |Link to Comment
  • Mondelez (MDLZ) CEO Irene Rosenfeld tips off on CNBC that the company is more than likely to make acquisitions in developing nations. Her vision is taking the company's snacking platform from market to market, boosted by "tack-on" buys. The early analyst take on the Kraft spinoff is that Mondelez is the high-growth, risk-on trade while grocery player Kraft Foods Group (KRFT) looks like the stable dividend player[View news story]
    ARW: Some time in the next 48 hours you should see 233 (+/-) shares of KRFT in your account. Multiply that # by the market closing price (probably Monday's) of KRFT. That $ total, plus your MDLZ value, equals your total value. Subtract that # from your "cash in" (what you paid for KRFT) and that will tell you how much you are ahead. I asked by "broker" today and he said they will start posting my shares to my account tonight. I'll KNOW what my total value is by Monday morning. (If your spin-off shares are less than 1, then you'll get cash for your fractional share.)
    Oct 5, 2012. 06:33 PM | 1 Like Like |Link to Comment
  • Today's Market News To Trade On: 5 Stocks Moving On News [View article]
    I thought the gab fest was nothing more than both participants re-running their TV adds. Tuned out right after NitWitMitt talked about investing in "clean coal". ( The after thought played well in WVa I'll wager.) SS,DD. Don't see anything good coming out of this election, no matter who wins. There is gonna be obstruction from both sides. Only plus I see is that Ranter-Canter may have his platform (& "power") reduced. (I mean, who really listens to the VP?)
    Oct 5, 2012. 05:11 AM | Likes Like |Link to Comment
  • Mondelez (MDLZ) CEO Irene Rosenfeld tips off on CNBC that the company is more than likely to make acquisitions in developing nations. Her vision is taking the company's snacking platform from market to market, boosted by "tack-on" buys. The early analyst take on the Kraft spinoff is that Mondelez is the high-growth, risk-on trade while grocery player Kraft Foods Group (KRFT) looks like the stable dividend player[View news story]
    Joan wilms: MDLZ, in a parting gesture, paid the "old KFT" quarterly dividend (payable +/- 15 OCT 12) at $.29 per share. That will probably go down in the future as MDLZ will redirect its earned cash toward expansion, thus the identity: "growth stock". Read carefully the article reference KRFT's $2.00 dividend. I believe it said that the CEO would ASK the board of directors for a $2.00 dividend; that works out to be $.25 per share, per quarter, or about 4.4%. Good, not great, annual yield.
    TSWyso: I agree, it seems that this spin-off is a tad back-asswards. One would think that the "name sake" company (KFT) would have retained the larger number of shares with the spin-off company (MDLZ) taking the smaller position. BUT, when you think about the separation of assets, liabilities, etc., then it makes a bit more sense. I think of it as the "Devinci Code"; it's just all written using a mirror.
    Oct 5, 2012. 04:18 AM | Likes Like |Link to Comment
  • Kraft Foods: Buy Now For A Potential Gain On Spin-Off [View article]
    To fondsunmehr & stink726:
    Learned two things from ya'll: The future price seems to be going counter to what I expected. I was expecting KRFT & MDLZ to both go down in price but the aggregate to be somewhere around the current price. Second: didn't know that current KFT was trading with rights. Do all "interim share trades" come with rights? I feel like a kid 4 days before Christmas and wanting to know what's in the bright yellow box!
    Sep 28, 2012. 06:04 PM | Likes Like |Link to Comment
  • Kraft Foods: Buy Now For A Potential Gain On Spin-Off [View article]
    GMANSOUR:
    1. I think that's the # I called a month ago and got Wells Fargo share services. They are book keepers for KFT, not the company. They didn't know Jack about what was going on. (If you want info on HD you get Compuserve, another shareholder services firm,)
    2. Not sure if you've got the split #'s right. The way I got it was: If you own 300 KFT (on or before 19 SEP) then on 2 OCT you'll have 300 MDLZ and 100 KRFT. If you own 75 KFT (on or B4 19 SEP) then on 2 OCT you'll own 75 MDLZ and 25 KRFT.
    3. The question I have is referred to in previous messages above: If the record date was 19 SEP, and you bought shares today (28 SEP), what happens to the shares on 2 OCT? Do you get the spin off? Do you get all of KRFT or MDLZ? Do you get cashed out? Not sure I concur with the article due to the questionable split outcome.
    4. I'm gonna hold off a few days and see what happens; don't want to get caught up in some Facebook nightmare.
    Sep 28, 2012. 04:03 AM | Likes Like |Link to Comment
  • Kraft Foods (KRFTV) is replacing struggling Alpha Natural (ANR) in the S&P 500 as of the Oct. 1 close. Alpha will be added to the S&P MidCap 400, where it will replace Korn/Ferry (KFY). KFT +1% AH. ANR -2%[View news story]
    That looks like the plan. "Poor" MDLZ will be left out in the "listing cold", just another stock in the great sea of equities. (Gonna buy some more of that also, after the fur and feathers stop flying!) ;)
    Sep 26, 2012. 06:54 AM | Likes Like |Link to Comment
  • Kraft Foods (KRFTV) is replacing struggling Alpha Natural (ANR) in the S&P 500 as of the Oct. 1 close. Alpha will be added to the S&P MidCap 400, where it will replace Korn/Ferry (KFY). KFT +1% AH. ANR -2%[View news story]
    What's up tomorrow? Don't see how getting included in the S&P is going to change the #'s for KFT or the new KFT. The real ride will start on 2 OCT when institutions/funds shed shares (to comply with their own limits) and others snap them up to fill voids in their portfolios. Gonna do some "rounding off" myself.
    Sep 25, 2012. 06:55 PM | 1 Like Like |Link to Comment
  • Kraft Foods - A Power Play Stock [View article]
    You got 'er dude! Just remember that it's a SPIN OFF and not a SPLIT. "Kraft" is just "down sizing" a bit and changing its ticker ID. Mondelez is "moving out" and changing its name (and ticker ID). Hang on, it's gonna be a great ride! (No FaceBook in this deal!)
    Sep 13, 2012. 05:51 PM | 1 Like Like |Link to Comment
COMMENTS STATS
41 Comments
27 Likes