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wineguy42

wineguy42
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AAPL, GE, JXSB, KIM, KO, LLY, VZ
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  • Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales[View news story]
    Smart to me too
    May 16 09:00 AM | Likes Like |Link to Comment
  • Julian Robertson's Tiger Management unloaded the 42K Apple (AAPL) shares the firm still had going into Q1. Tiger, which has owned Apple for years, had pared its stake from 101K in Q4. On the other hand, Tiger initiated positions in Dunkin' Brands (DNKN - 546K shares), Monsanto (MON - 192K), McGraw Hill (MHP - 408K), and H&R Block (HRB - 849K). AAPL -1.1%. (13F) (Q4 hedge fund sales[View news story]
    Julian who?
    May 15 11:01 AM | Likes Like |Link to Comment
  • Jamie Dimon is threatening to leave JPMorgan (JPM) if stripped of the Chairman role, sources say. [View news story]
    Not Gonna Happen.
    May 12 12:38 AM | 1 Like Like |Link to Comment
  • Shares of Star Scientific (STSI -8.6%) crumble with a new SEC filing out from the company revealing it received subpoenas from the U.S. Attorney's Office in Eastern Virginia. (10-K[View news story]
    Well, if you sell puts, you take in some money, and your "risk" is that you buy STSI at a lower price tan it is today; but if you buy puts, you spend money, and only profit if the stock price goes down; as I said, if you like the stock, you believe it will go up.... and if it does go up, selling puts is profitable, but buying puts is unprofitable (assuming the same time frame).
    Since the majority of options expire worthless, I would rather sell an asset that will likely become worthless, than buy one.
    But more than one way to skin a cat I guess.

    BTW I haven't tried the product but hear good things. You have success with it I assume? Arthritis? I'm thinking of trying it.
    Mar 20 11:30 AM | Likes Like |Link to Comment
  • Bank of America (BAC) is the stock to own in 2013, says Meredith Whitney, calling it one of the most undervalued firms going into the stress tests. It's got value, catalysts, and momentum, she says, a very rare triple threat for a big bank. $15/share is a chip shot and the stock's a double over the next 18 months, she tells CNBC. Shares +0.8% AH. [View news story]
    Meredith Whitney is a typical analyst. At $6.00 don't buy, but at $12, buy. Don't get me started.
    Mar 19 12:40 PM | Likes Like |Link to Comment
  • Shares of Star Scientific (STSI -8.6%) crumble with a new SEC filing out from the company revealing it received subpoenas from the U.S. Attorney's Office in Eastern Virginia. (10-K[View news story]
    Ouch. If you really believe in this stock, you should be selling puts!
    Mar 19 10:32 AM | Likes Like |Link to Comment
  • Kimco's 2009 Dividend Cut Weighs On Our Outlook [View article]

    "I tried to enlarge your data sheet and I could only view about one third of the top of the page."

    Me too

    "From your title I wondered if you had some fresh news of a dividend cut at Kimco but no, you're discussing the cut of three years ago. A better title would have been What Does Kimco's 2009 Dividend Cut mean for investors today? "

    Totally agree
    Jan 15 12:31 PM | 1 Like Like |Link to Comment
  • Small Bank On The Prairie - Why Jacksonville Bancorp Is Undervalued [View article]
    Nice article on an obscure company with virtually no analyst coverage which I like. What gives me pause is the poor history of increasing dividends, the low yield, and non availability of options to Increase return.
    Jan 1 11:51 AM | 1 Like Like |Link to Comment
  • General Electric: Is The New Dividend Yield Sustainable? [View article]
    The question is not "Can they sustain the yield," as the have virtually no control over the 'yield'. The question is can they sustain the 'dividend." Sorry to be pedantic, but it is a real distinction.

    Now, the Board may not be the best in the business, and no one can predict the future, but surely, they would not be raising the dividend if they did not believe it to be sustainable.

    I am long GE
    Dec 16 01:12 PM | 4 Likes Like |Link to Comment
  • GE (GE +0.1%) announces a 12% increase in its dividend from $0.17 up to $0.19 and boosts its buyback authorization by an additional $10B, extending the plan through 2015. There had been about $5B remaining on the existing buyback plan. GE last raised its dividend last year, and has raised it five times over the past three years, after drastically cutting the payout in 2009 amid the recession. [View news story]
    I, too, was looking for a bump to .20, but there will almost certainly be another bump in a year (or maybe sooner).
    Dec 14 11:35 AM | Likes Like |Link to Comment
  • Verizon Vs. Coca-Cola: Dividend Yield Vs. Dividend Growth [View article]
    Buy both! But a lot depends on when you will begin to need the income to support your lifestyle
    Dec 13 10:31 AM | Likes Like |Link to Comment
  • Procter & Gamble (PG +0.7%) gets taken to task in a piece in Fast Company over its "muddled" marketing message and lack of focus on some key brands. The question is asked on how many products can come under one brand name before the consumer becomes confused, overwhelmed, and stressed? According to the writers, the path to profits for P&G is through a simplified course of "one concept, one message" per category. [View news story]
    I don't find that hard to believe
    Dec 7 04:19 PM | Likes Like |Link to Comment
  • Shares of Star Scientific (STSI +10.2%) roar higher with the company's cash situation still a source of intense debate. A $20M capital infusion by a group of shareholders is either a finger in the dike or a rallying point depending upon a trader's point of view. [View news story]
    Options are the way to play this....
    Nov 23 12:25 PM | Likes Like |Link to Comment
  • Shares of Star Scientific (STSI) fall 18.4% premarket after the company files its Q3 results with the SEC. The biggest disclosure from the company was that it only received $5M in cash in a settlement with R.J. Reynolds in a case that ran on for years. [View news story]
    OUCH!
    Nov 12 11:58 AM | Likes Like |Link to Comment
  • Guess (GES -5.6%) trades lower after the retailer announces the departure of both its CFO and COO. Though the company maintains it expects a smooth transition, trading volume is high off the news. [View news story]
    Never good news when the CFO leaves, presumably "to pursue other interests"
    Nov 3 04:26 PM | Likes Like |Link to Comment
COMMENTS STATS
23 Comments
9 Likes