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bigazul

bigazul
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  • 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
  • My Best Investment Advice: Watch Your Fellow Investors And Do The Opposite [View article]
    Chuck, great thoughts as usual. It's my experience that there are many smart people out there that are still confused as to what an investment really is. They can't see past the headline, and they are too high-strung to look at the long-term story of a company. You don't need to read many of my comments to figure out that I'm no bull right now, haven't been for a long time. That being said, I've made a few purchases recently...Including MCD and ETN today at the close. You have to make those adds when it hurts.
    Jun 1 08:04 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]
    These guys have really been on the prowl lately. Add a small amount 30 seconds prior to the close.
    Jun 1 07:17 PM | Likes Like |Link to Comment
  • Why I'm Still Bullish Despite BHP'S Olympic Dam Project Delay [View article]
    Good information on a great company. The world economy is obviously the biggest player in this company's future. Three is another factor in play here. All of the major miners are having a hell of a time filling manning requirements. There has been a big push to bring in skilled labor from Europe (and now North America) but they haven't been able to keep up.

    Of-course, the other factor in play is this ridiculous extra tax being targeted at the one industry that has kept Aus from following the rest of the western world into recession.
    May 31 02:15 PM | Likes Like |Link to Comment
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