Send Message
View as an RSS Feed
  • Rio Tinto (RIO +2.4%) is said to be pursuing an IPO of its gem unit, the world's largest supplier of natural colored diamonds, after failing to find a buyer. RIO is working on asset sales and cutting staff as waning global demand for commodities is crimping revenue across the sector.  [View news story]
    I don't even know know that "colored diamonds" are.

    Oh well, I can now look forward to another day of trying to overcome ignorance.

    I'm not making much progress.
    Jun 3, 2013. 11:27 AM | Likes Like |Link to Comment
  • Ford (F) May U.S. sales: +14% to 239,280 vs. estimates of a 13% gain. Escape sales +26%, Fusion +10%. F-Series sales +31%. 2013 Q2 production guidance of 800K is unchanged. Q3 production guidance of 740K vehicles, up 10% Y/Y. (PR[View news story]
    What's wrong with Mustang?
    Jun 3, 2013. 11:22 AM | Likes Like |Link to Comment
  • Trimble: A Rare Chance To Invest In A Wide Open Road  [View article]
    I follow this one and I might get interested if it gets taken down with the market.

    To me, it looks like a no-brainer growth stock prospect if the world economy doesn't get in its way.

    I don't have many non-divi payers, but this one is tempting.
    May 31, 2013. 04:07 PM | Likes Like |Link to Comment
  • Will Rising Interest Rates Save Your Retirement Plan?  [View article]
    Where can I find a chart or table that tells me when companies will stop raising their dividends?

    That's the piece I have trouble with.
    May 31, 2013. 03:14 PM | Likes Like |Link to Comment
  • Retired Investors: Turbulence Has Returned  [View article]
    I'm strapped in, so let 'er rip.

    I feel a hammerhead turn coming on.
    May 31, 2013. 03:10 PM | 1 Like Like |Link to Comment
  • GlaxoSmithKline: Value, Growth And Yield  [View article]
    I'm slowly getting out of "funds" and ETFs in order to create a portfolio of dividend paying stocks.

    This was my pick in the big pharma category and I'm happy with it.
    May 31, 2013. 11:45 AM | 1 Like Like |Link to Comment
  • BDC Risk Profiles: Part 5 - Industry Diversification  [View article]
    Somebody is liking HTGC today.


    I didn't find any news or upgrade info yet.
    May 30, 2013. 02:14 PM | 1 Like Like |Link to Comment
  • Revisiting The SuperDividend ETF And Its 7.3% Yield  [View article]
    And some of us have that portfolio memorized.
    May 30, 2013. 01:49 PM | Likes Like |Link to Comment
  • Major ports in California report a 3.5% YTD rise in container volume, a mark which could bode well for the trucking sector. While J.B Hunt Transportation (JBHT), Celadon Group(CGI), Marten Transport (MRTN) , Heartland Express (HTLD), Amerco (UHAL) could see a Q2 lift - Knight Transportation (KNX) and Swift Transportation (SWFT) are two companies to watch with their focus on delivering for big box retailers.  [View news story]
    I didn't know about CAP. Thanks.
    May 30, 2013. 01:18 PM | Likes Like |Link to Comment
  • Buy the (big) dip in the mREITs, say both KBW and RBC Capital. "We think the bond market has over-reacted and mREITs have over-reacted to that over-reaction," says KBW (presumably Bose George). Stocks to buy if the Fed cuts back earlier-than-expected: CMO, HTS, MFA, ANH, DX. Stocks if the Fed continues with the status quo: AGNC, NLY, WMC. RBC favors NLY, MFA, and HTS, but warns AGNC's higher leverage magnifies losses as well as gains. The sector (MORT +1.1%) is continuing with yesterday afternoon's bounce.  [View news story]
    Does anybody have a plan whereby you buy these things when they are beaten senseless and yielding whatever, and then buy puts on something to protect the downside of the share price?

    Are we afraid of divi cuts, or are we afraid of book value deterioration?

    Both, I guess.
    May 30, 2013. 12:45 PM | Likes Like |Link to Comment
  • Herbalife As An LBO/Private Equity Target? Balance Sheet Says Maybe Not  [View article]
    Why was he interested in putting one of his people on the board of HLF?

    A quote from the press release...

    “Over its long history, Herbalife has proven its ability to increase revenues and returns, and we will work with the Company to build on its results,” said Mr. Icahn. “We conducted considerable research on Herbalife and its business before making our investment in the Company, and have great respect for its Board and management team, and believe in the Company's great potential. We expect our shareholder representatives to provide positive input into Board decisions affecting the future of the Company.”

    What is "positive input"?
    May 30, 2013. 12:31 PM | 2 Likes Like |Link to Comment
  • EMC Finally Gets With The Program  [View article]
    Yes indeed!
    May 30, 2013. 12:15 PM | Likes Like |Link to Comment
  • How General Electric And UnitedHealth Group Can Help You Profit From QE  [View article]
    GE and UNH are two of only a few "anchor" (in a good sense) stocks in my portfolio.

    Are we going to get a divi hike from UNH soon?

    Their divi is really skimpy.
    May 30, 2013. 12:12 PM | Likes Like |Link to Comment
  • Goldman is out with upgrades for the defense contractors: Northrop Grumman (NOC) is taken to Buy from Neutral (PT, $95) as it transitions to "a consistent performer with above average margins" and is now "arguably the most shareholder-friendly defense prime" (I, II); Lockheed Martin (LMT) is "in the sweet spot of Pentagon priorities" and lands on the coveted Conviction Buy list with a PT of $127; Raytheon (RTN) gets a Neutral from Sell bump (PT, $70) as Goldman "underestimated the multiple the market would pay for cash generation and dividend yield." LMT +2% premarket, NOC +1.34% premarket.  [View news story]
    Ditto that!
    May 30, 2013. 12:06 PM | Likes Like |Link to Comment
  • EMC increases the size of its buyback program to $6B (authorized over three years to December 2015) and says it plans to repurchase $3.5B worth of common stock by the end of FQ2 2014. The company also initiates a quarterly dividend of $0.10/share and says it plans to alter its capital structure to include more debt while still "maintaining a strong investment-grade profile." (PR[View news story]
    I was so excited about this that I listened to Van Halen on the way to work this morning.

    Oooh, yeah!
    May 30, 2013. 12:01 PM | Likes Like |Link to Comment