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  • CB&I jumps on report Anadarko may select it for Mozambique LNG project [View news story]
    It looks like BRK kept their shares and Tepper took some profits, but he still owns a lot. Appears Tepper's fund sold about 150K shares.
    May 15, 2015. 04:08 PM | 2 Likes Like |Link to Comment
  • CB&I jumps on report Anadarko may select it for Mozambique LNG project [View news story]
    No sweat, Hex! Should be out soon.
    May 15, 2015. 02:44 PM | Likes Like |Link to Comment
  • CB&I jumps on report Anadarko may select it for Mozambique LNG project [View news story]
    Shoot, Ray, anybody who got the point, and was prescient enough to buy the dip is up about 25% this week!! I wouldn't be surprised if it gives back some, but congrats to those who were buying the dip. You are in good company. Massive increase in short interest, and the stock just keeps going up. If we don't watch it, it could get up to 10X this year's earnings on a pop, or a little over 50% of the valuation of the major market averages.
    May 15, 2015. 02:39 PM | 1 Like Like |Link to Comment
  • CB&I jumps on report Anadarko may select it for Mozambique LNG project [View news story]
    Hex, I'm not seeing the 13F on EDGAR. Where did you see the BRK 13F?
    May 15, 2015. 01:41 PM | 1 Like Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    At least the $10 range....
    May 15, 2015. 01:38 PM | 1 Like Like |Link to Comment
  • AMZA: 9% Yield With No K-1 And Few Concerns About Interest Rates [View article]
    True for 2014, but they say that can vary up or down, as there are tax ramifications to their strategy. The question is whether the 2.7% is worth it to invest in MLPs and not have any extra tax issues. They use options, too. Very interesting fund. Thx for posting Henry!!
    May 14, 2015. 08:57 AM | Likes Like |Link to Comment
  • More delays possible for Southern's Vogtle nuclear plant, regulators say [View news story]
    Nice work! The premiums have been impressive and rewarding to sellers.
    May 13, 2015. 04:58 PM | 2 Likes Like |Link to Comment
  • More delays possible for Southern's Vogtle nuclear plant, regulators say [View news story]
    CBI is a weird bird; the irrational moves remind me a little of Apple. It drops to the lower mid 40s on a rumor that Westinghouse has some accounting issues, and then rallies 20% in two and a half days, completely ignoring a pretty credible report on more nuke delays for CBI! Nutty. Somebody has sold puts, controlling millions of shares, in the 40s this week...right now it looks like somebody is taking the shorts money. We'll see what the rest of the week brings. Short interest up again--every report since last Fall.
    May 13, 2015. 04:07 PM | 1 Like Like |Link to Comment
  • Delta Air Lines announces new $5B buyback program [View news story]
    That is the problem with the argument for maintaining excessive PE discounts: the stock is so cheap, the excess cash can buy back huge quantities of stock. It isn't just airlines; I see the argument all the time on other companies. Investors were making this argument for Apple, and Apple proceeded to buy back truckloads of stock. AAPL has doubled in the last couple of years. Kudos to Delta mgmt--if Mr. Market insists on giving your stock away, you have to take advantage of his offer.
    May 13, 2015. 09:51 AM | 2 Likes Like |Link to Comment
  • Good Times Restaurants Reports Q2 Results [View article]
    The big line: we expect 65-70MM annualized run rate by the end of this year. So, with aggressive growth, '16 should be significantly north of that number. That is much higher than current estimates due to the addition. At MCD's P/S that is approaching $20/sh. At SHAK's P/S, well you wouldn't believe the number and neither would I.
    May 12, 2015. 05:09 PM | Likes Like |Link to Comment
  • McDonald's reworks menu strategy [View news story]
    rcm, I believe people are smarter than you think. They just don't want 19 ingredients in their french fries. They want real, natural potatoes, salt, and oil. I would bet 10,000 dollars that your grandmother didn't put azodicarbonamide in the family bread recipe! BTW, I am not a tree hugger.
    May 12, 2015. 04:35 PM | 2 Likes Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    richard, it would have to rally over 30% from this AM's lows to get back to where it was earlier in the year--that is a pretty big correction. P/FFO is way below peers, and well below 10. It has an ARCP type valuation, but they are paying a solid dividend. You can read the verbiage on giving the deeds back in the Annual Report. Just sounds like a business decision, but I agree that it would be nice to avoid those situations if possible. T is a solid company, but they have a lot of competition. I have my eye on them, too.
    May 12, 2015. 01:40 PM | 4 Likes Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    I get tickled when I see this comment, and I see it a lot. It is usually made with a certain amount of incredulity toward even the possibility that everyone else can't see the obvious bottom or top. I just keep on, figuring they are either a lot smarter than me (as Whitney probably is), or clueless, but probably not in between. I'm positive I'm not good enough to call bottoms, so what I do is look at the one thing that is certain--when a stock has dropped by a large percentage. Then, if still bullish I take a position, but not a full one. If it keeps dropping, I add at the lower price. That doesn't get bottoms, but it avoids tops, and usually gets me a nice discount. Of course, sometimes the hits just keep on coming and it gets cheaper. The difference between being wounded by a falling knife and being a really smart DCA'er is often resolved in hindsight alone...GLTA.
    May 12, 2015. 01:19 PM | 8 Likes Like |Link to Comment
  • Is Lexington Realty's 7.5% Yield Too Good To Be True? [View article]
    Is 7.5% too good to be true...apparently not! If it makes $8.50, we will be up to 8% on our yield...
    May 12, 2015. 09:52 AM | 3 Likes Like |Link to Comment
  • CB&I slips as project partner starts accounting probe [View news story]
    Check Q 25, hexpert!

    http://1.usa.gov/13xWajP
    May 11, 2015. 03:49 PM | 1 Like Like |Link to Comment
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