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holbornnine

holbornnine
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  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    nothing a few judicious ATM puts wont fix ...
    Feb 11, 2015. 11:01 PM | 1 Like Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    CL market shares climbing ... PG falling. No strong currency excuses can mask the underlying deterioration of the oral business.
    Long CL
    Feb 9, 2015. 11:02 PM | 2 Likes Like |Link to Comment
  • There's No Reason To Buy Procter & Gamble Right Now [View article]
    Trader AA ... CL are killing them in toothpaste and oral care ( mouthwashes , brushes ) , pretty obvious from the CL conference call.
    Long CL , no position in PG
    Feb 8, 2015. 03:42 PM | 2 Likes Like |Link to Comment
  • Update: Clorox Raises 2015 Outlook, But Shares Are Still Expensive [View article]
    Hardog, Agree on CLX but KO shares have done nothing for 10yrs so they haven't exactly "run away from you" . Earnings from KO this week , their last one was a shocker and the stock fell 5-6% instantly ... possible opportunity if KO is on your wishlist. I prefer PEP due to fast growing snackfoods portfolio.
    Feb 8, 2015. 03:27 PM | Likes Like |Link to Comment
  • Notes from Gilead Q4 earnings call; HCV discounts go up [View news story]
    I sold a 6th Feb 101/110 strangle today for $2.27. This nice pullback to about $102.50 is just about perfect !!
    Feb 3, 2015. 09:06 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: Beyond The Q4 Headlines [View article]
    Added a few below $100 yesterday which is very satisfying. Will hold for next 10 years minimum !! Now hold 185 shares ... hope to be 250 by end of '15
    Feb 3, 2015. 04:01 AM | Likes Like |Link to Comment
  • Sorry, But 3M Has Become Too Expensive, General Electric Is The Better Deal [View article]
    agreed Scoop ... of the 500 S&P500 companies I reckon 250 will outperform GE over the next 3 years ... minimum , that's being generous to GE. We all have only limited investment funds available so investing in a dull perenial underperformer like GE thinking your going to be the smart one that picks the time just right when they jump into the top quartile is not very smart or sensible. I am 90% confident both MMM and HON will outperform GE over the next 1,3,and 5 years.
    Feb 1, 2015. 10:04 PM | 1 Like Like |Link to Comment
  • Sorry, But 3M Has Become Too Expensive, General Electric Is The Better Deal [View article]
    Agreed , but as I am already long MMM and the money "could" be in GE I already have the trade on. Long/short trades also eat up margin in my account and with volatilty so low buying puts on GE is not my cup of tea either. I did increase my 3M holding on Friday when they were off $3.20 by 20% ... I also bgt 25 more HON shares at $98.10 and sold a 20 FEB UTX $115.00 P
    Feb 1, 2015. 07:34 PM | Likes Like |Link to Comment
  • Sorry, But 3M Has Become Too Expensive, General Electric Is The Better Deal [View article]
    I would bet serious money that GE will underperform MMM, HON,UTX,BA you name it they will underperform it over the next 5 years. As Warren Buffett says " It's far better to pay a fair price for a great business than a great price for a fair business" GE vs 3M fits that analogy almost perfectly ... just look a any chart over the last 1,3,5,or 10 years. To think that today, or tomorrow, or next week or month will be the point in history where that trend suddenly changes is just plain silly in my opinion.

    Disc: Own MMM, HON and UTX. Do not own and will not consider owning GE any time in the near future.
    Jan 31, 2015. 10:07 PM | 1 Like Like |Link to Comment
  • Honeywell: Good Results, But I'd Rather Go With General Electric [View article]
    I think the normal financial caveat of "Past performance IS NOT a guide to future returns" falls over when comparing GE & HON. History IS a guide here for me and as a result I am long HON and not GE. Management are chalk and cheese apart and HON is for me about the perfect size where a decent acquisition or numerous smaller ones will move the needle where as with GE it is just too big for any serious growth in EPS to come from even such a big deal as the Alsthom one. PS. I hope they didn't buy the Euros at $1.35 to pay for that one as at $1.12 they would be already almost 20% under water on that one just on the recent collapse of the Euro ....
    Jan 31, 2015. 09:59 PM | 1 Like Like |Link to Comment
  • 3M Delivers Once Again [View article]
    I own both MMM and HON ... these are two stocks that have gotten thru the earnings season that I own basically unscathed ( along with a certain smartphone company and coffee cpmpany ). They both add up to 11.05% of my long term portfolio but I wish it was more as stocks such as KMB,MSFT and JPM have been PAINFULL !! CL, RTN and CVX over the next 48hrs. This earnings season has been FULL of potholes. Holding 3M is easy ... should have more !!
    Jan 28, 2015. 08:43 PM | Likes Like |Link to Comment
  • ACE beats by $0.18, beats on revenue [View news story]
    Very consistent performer this one. Very "under the radar" P&C insurer that gets little mention but one that I am sticking with for the medium/long term.
    Jan 27, 2015. 07:54 PM | Likes Like |Link to Comment
  • Dividend Stock Analysis: Colgate-Palmolive [View article]
    I own CL and actively trade weekly option strategies ( short vol trading ... strangles mainly ) to increase the return on my holding in this great company. If as several comments have talked about CL is "dead money" for a while then I will do very nicely and keep most of the $1.20-$1.50 per share option premium I aim to collect .... each MONTH !!

    Have similar trading strategy on all my long term holds that have weekly options such as UTX,JPM,SBUX,DIS,PEP,P... etc.

    23% ROE on portfolio last year which handily beat the S&P500 returns
    Jan 25, 2015. 05:09 AM | Likes Like |Link to Comment
  • Update: Starbucks Earnings Report Hits No. 20... Barely [View article]
    If that's a disappointing report can you point me in the direction of a company on a reasonable valuation that delivered a "stand-out" performance over the last quarter please !!

    Hold SBUX and no after hours selling from me.
    Jan 23, 2015. 05:28 AM | 9 Likes Like |Link to Comment
  • I'm Greedy On General Electric While Others Are Fearful [View article]
    If you had $10k gift from a very nice Uncle who sadly just passed away and in his will he said you must invest it for your childrens future in one stock in the whole S&P500 ... would GE seriously be it ???? That's effectively what you are doing each day by holding a dog of a stock like this, you could easily sell and make up any losses in a far better managed business with a better CEO and brighter growth prospects. Can I make a few suggestions below of companies where I am convinced your returns ( and enjoyment in owning ) will be far higher in the next 1,5 and 10 years. All compete with parts of the GE organisation.

    3M
    Honeywell International
    United Technologies
    Pentair
    Raytheon

    To name just 5 ( disclosure : I own all 5 ... and no GE ( thankfully ))
    Jan 18, 2015. 04:31 AM | Likes Like |Link to Comment
COMMENTS STATS
256 Comments
125 Likes