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bigazul

bigazul
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  • Chesapeake: Short-Term Mess, Takeover Target [View article]
    No company is going to touch CHK with a 10-foot pole, they have their own shareholders to keep happy. Sure they might take part in CHK's fire-sale of its best assets, but that's about it.
    Jun 7 07:19 PM | 3 Likes Like |Link to Comment
  • Dividend Model Changes With Today's Federal Reserve Actions [View article]
    COP had a very good looking reversal that started prior to yesterday's big move, a sign of institutional support.
    Jun 7 08:15 AM | 2 Likes Like |Link to Comment
  • As the S&P 500 plows back above its 200-day moving average, technical bulls once again are coming out of the woodwork. But, will this rally turn into something real or just peter out? Skeptics argue Europe is still a problem and the gains aren't sustainable. Dennis Gartman agrees, saying the recent bounce is going to be short lived. "Usually bottoms are not formed in a pattern of a 'V'... Usually you get a bounce, then the market goes back and tests its lows again and again. I'd have very little exposure to equities."  [View news story]
    I am a fundamental investor first; and yes, the market is cheap right now. But any of you buying on that premise alone are being stupid. The market has blasted through 10X earnings more than a couple of times, it can always go cheaper than the 13-14 that it is today.

    What you saw today was a textbook relief rally, a technical reaction to a very oversold condition. Don't read any more into it than that.
    Jun 6 09:33 PM | 2 Likes Like |Link to Comment
  • 4.5%+ Yields From Infrastructure Investments [View article]
    If you're interested in a broader infrastructure idea (rather than only pipelines and storage) check out BIP. I think it's a little over-priced here, but a mainstay of my income diet.
    Jun 5 01:28 PM | 1 Like Like |Link to Comment
  • 3 Dividend Catalysts To Buy Golar LNG [View article]
    Todd, are you still liking GLNG in this environment? How about the new player, GLOG?

    The thing that always stays on my mind with tankers (of any sort) is the tendency for shipper to push right into a state of overcapacity...although we're probably a few years away from that in this sub-sector.
    Jun 5 11:16 AM | 1 Like Like |Link to Comment
  • May. ISM Non-Manufacturing Index: 53.7 vs. 53.5 expected and 53.5 prior (>50 denotes expansion). Prices index fell to 49.8 from 53.6. Employment fell 50.8 to from 54.2. New orders rose to 55.5 from 53.5.  [View news story]
    Service sector is up...you know what that means? Absolutely nothing. More minimum wage and part-time jobs.
    Jun 5 10:10 AM | 4 Likes Like |Link to Comment
  • Hasbro, Inc. Dividend Stock Analysis [View article]
    I think HAS is well positioned for the next few years, especially on licensing. It's not really a recession-proof product line, but I own it.
    Jun 5 07:34 AM | 1 Like Like |Link to Comment
  • B&G Foods Increases Presence In Wal-Mart [View article]
    While going bigger in Walmart may be good for revenue, it's usually not very good for margins.
    Jun 4 05:27 PM | Likes Like |Link to Comment
  • Hasbro, Inc. Dividend Stock Analysis [View article]
    I think there are allot of people that are just beginning to take this company seriously.
    Jun 4 04:43 PM | 1 Like Like |Link to Comment
  • Qualcomm Should Be A Buy At Current Price Levels [View article]
    I think you'll get it for $50-$52 before too long. Purely technical call. The fundamentals are solid.
    Jun 4 03:57 PM | Likes Like |Link to Comment
  • Brazil's oil regulator will fine Chevron (CVX +0.3%) for the oil spill in the Frade field off the coast of Rio de Janeiro, the regulator's director tells Reuters. The value of the fine will be announced later this month.  [View news story]
    Knowing how that country has been operating, the fine will be something reasonable like 1 gazillion dollars...in gold doubloons.
    Jun 4 03:29 PM | Likes Like |Link to Comment
  • Dividend Stock Portfolio Management During Turbulent Markets [View article]
    Another option is to begin dipping into something like SPLV, giving you exposure to all of those, with a decent dividend. Todd is really good at the income stuff, though.

    Personally, I recommend that whatever you do, do it gradually. Sell your risk on any relief rallies, then sit on your cash until the really good opportunists come along.
    Jun 3 03:35 PM | 1 Like Like |Link to Comment
  • Dividend Stock Portfolio Management During Turbulent Markets [View article]
    CEF's are my favorite panic buy. Bought a pile of ETG, GGN last Oct 1. Used the income to add to other favorites, sold most of them about a month and a half ago.
    Jun 3 01:40 PM | Likes Like |Link to Comment
  • Dividend Stock Portfolio Management During Turbulent Markets [View article]
    Todd,

    Line is always interesting to me because sometimes it moves with the oil e/p companies, other times it moves with the MLP group (dominated by the midstream players)...sometimes both. Regardless, it's always a fallback for me...great income, great management and a long-term consolidation that's going to pay off huge when oil finds its footing again.

    It's on my add list, but I'm thinking we'll see $32-ish before long. Like many good stocks, it totally broke down last week. MLPs in general are getting an unfair beating along with oil recently. Lots of opportunities for solid income there.
    Jun 2 03:34 PM | 2 Likes Like |Link to Comment
  • Diversified industrial manufacturer Eaton (ETN) acquires Gycom's electrical low-voltage power distribution, control and automation components business in Sweden, Denmark and Finland for an undisclosed sum.  [View news story]
    What I like is that they can do it in this market environment.
    Jun 2 10:00 AM | Likes Like |Link to Comment
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