The Nice Price: Some Dividend Stocks Now at Attractive Discounts [View article]
Men at Work comes to mind, yp - pun intended. Thanks for the update. I am 'lost in the supermarket' scooping up ABT at prices tweedn likes and will continue to build on a 'rudy can't fail' INTC position I opened at just over $20/share. Enjoying the musical themed commentary, Moses
Apple Exits The Steve Jobs Era, Bets On Engineering Of The Financial Kind [View article]
I picked up some AAPL not because I am an Apple product enthusiast, but because I felt strongly that with all the noise, the cash hoard coupeld with loyal followers would bring this sucker up from the 'depths' of 400+/- a share...sprinkle on a little financial engineering and ponder for a moment that AAPL's global ecosystem is guided by a board that has a biochemist as its leader...
Patience is my 'best friend' in this business of stock-picking. Granted, I don't always listen to my best friend...
With all that is swirling around this stock/company, I will stay long my tiny position. I think it will prove to be a reasonable investment. Regards, Moses
Peabody Energy: Bottomed Out, Upgraded And Ready To Recover [View article]
I am not staking my retirement on coal, but the overshot to the downside is a bit dramatic. Baseload is still baseload. I am willing to wait it out, taking my trading winnings and putting them to work elsewhere, playing the pervasive negative sentiment. Maybe my 'stones' are growing OR divine intervention will save me arse.
For being a fundamentals/value guy, I sure have been trading more in the basic materials sector - and making money, for that matter. Enjoying the banter, Moses
Peabody Energy: Bottomed Out, Upgraded And Ready To Recover [View article]
G. Frieberg, I am positioned exactly as you describe. ACI is my smaller trading position, balanced by BTU as a longer term hold. Loving the negative sentiment, as I build more cash reserves to deploy. Low share prices in the short term offer me more of a chance to double or triple my money.
Patience is the basic material I need to stockpile alongside my coal, nat gas transport, and steel shares.
Takefive, I don't know where you live, but I believe Xcel helped themselves to get approval for the new Pueblo plant by suggesting they would be willing to convert the aging plants along the Front Range (Denver & Boulder) - in part to make sure that we (the Front Range urban core) stay within applicable national ozone attainment regulations. We (Denver) exceed ozone standards often, due to the climate in Colorado, but you know that if you live anywhere from Fort Collins to Colorado Springs.
As Denver completes its passenger rail system or "FasTracks", there is a good chance that freight mainlines may be relocated east of Downtown (miles away) so as to avoid future operational inefficiencies/track sharing.. This frees up land to develop near the existing tracks (cha-ching for developers) while removing those airborne 'inputs' from the Denver regional air basin...all the more reason to escape to Pueblo with multiple 1.5 mile long trains filled with coal chugging back and forth to the plant...Regards, Moses
PS. painfully long FTEK, longish BTU and trading ACI. Also love my rail stocks.
Norfolk Southern Says This $68M Lawsuit Is Not Material [View article]
I am with you, Chapman. No need to overreact at this stage, but Tom Konrad did enlighten us and for that I am grateful. If you are 'long' NSC, this must be factored into your 'blueprint' - the blueprint you use when selecting, holding, and selling an individual name. Not to mention the larger effect on your portfolio, especially if you have concentrated holdings. Regards, Moses
Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
Hey Chowder!
I dont want you to get the impression I dont research ahead of time. I have a number of ideas in the queue, and there will <undoubtedly> be a different set of opportunities in 3-6 mos. If I am going to play catch up, I will play catch up, but...so far I am staying put.
My take: the current price has a bunch of negativity baked in. EXC isn't going anywhere, nor is its customer base. A couple more months (3-6 mos to be exact, and a winter season to boot...) of letting the old player swing away allows me at least one or maybe two more dividend grabs before having to pull him for a pinch hitter/runner. By then, the share price may have recovered, rating agencies may have checked their list twice and moved on, etc. Or...maybe not.
I do not foresee much more downside in the interim, based on recent lows. If I have to sell into a loss, I want to book as small a loss as possible, then go to my pinch hitter. Patience and discipline - even in this type of investing situation - are what I am trying to teach myself; not to overreact and run with the herd. By the time the next EXC divvie is announced (which seems secure today, but you never know) those with a shorter memory will have moved on and a couple more puzzle pieces will have been clarified.
I could be dead wrong, but if I didn't want this heat, I could have bought an annuity. What if someone does come snooping around to pick up EXC at a fire sale price, even if rebuffed?
Chowder, what are you buying in EXC's place anyway? Are you staying in the utility sector, or are you taking your chips and placing them in another name outside the sector?
Keep Exelon On Your Watch List, But Don't Buy Yet [View article]
John, thank you for your perspective. I have been accumulating EXC around and under $40 a share since 2009. I will continue to do so and am actually excited that share prices have come down, allowing me to average down (waldipup!) even further. I feel very secure buying a world class utility at these prices, especially in light of the 2011 utility sector rally. I love this! Sure...short term dilution will impede a share price bounce through the next year or so. Near term hedging risks will also drag. John Rowe will retire, but management will remain string. Once merger synergies are folded in, the real focus will return to energy production measured in costs per megawatt. By 2014, where will energy inflation place us as consumers? I am fairly confident us long longs are going to be very satisfied as long as we remain patient. That divvie doesn't hurt my feelings much either as I reinvest. Excuse me while I go trashing my couch cushions for more chump change to buy more EXC. Long EXC ABT SYK SYY PG PAYX, ah...you all get the picture! Happy investing. Cheers, Moses
Dividend Growth Stocks Perfect For Retirees - Part 3 [View article]
Norman and company, thank you for your hard work and fun banter. Wondered what your take was on NUE...might need to buy some of that if we are afforded continued buying opportunities in this market. Long SYY, INTC, NVS, PG, EXC, PAYX, etc. I think I may have a touch of the DZease myself. Cheers, Moses
A Credit Analysis For Coal Mining Companies [View article]
Thanks for the article and analysis. I started building positions in BTU and ACI weeks ago as I felt valuations were favorable. While everyone is talking negative, I am buying. I personally do not believe you will see coal name valuations stay like this for much longer. Regards, Moses
My Definitive 17 Cardinal Rules For Investing Success [View article]
Raven just made me realize...I suck at investing! I should pay a broker and get out!! <sike> Thanks for the good read, even if it was slanted to the trader a bit. Regards, Moses
Apple $395: Time To Give Up And Abandon Ship? [View article]
I am tired of yapping about AAPL. It makes my head hurt. What doesn't make my head hurt - one of the best screen names around - BADSANGRIA! Well wait, bad sangria does make your head hurt. Nevermind.
The Nice Price: Some Dividend Stocks Now at Attractive Discounts [View article]
Apple Exits The Steve Jobs Era, Bets On Engineering Of The Financial Kind [View article]
Patience is my 'best friend' in this business of stock-picking. Granted, I don't always listen to my best friend...
With all that is swirling around this stock/company, I will stay long my tiny position. I think it will prove to be a reasonable investment. Regards, Moses
Peabody Energy: Bottomed Out, Upgraded And Ready To Recover [View article]
For being a fundamentals/value guy, I sure have been trading more in the basic materials sector - and making money, for that matter. Enjoying the banter, Moses
Peabody Energy: Bottomed Out, Upgraded And Ready To Recover [View article]
Patience is the basic material I need to stockpile alongside my coal, nat gas transport, and steel shares.
Regards, Moses
Coal Is Dead [View article]
As Denver completes its passenger rail system or "FasTracks", there is a good chance that freight mainlines may be relocated east of Downtown (miles away) so as to avoid future operational inefficiencies/track sharing.. This frees up land to develop near the existing tracks (cha-ching for developers) while removing those airborne 'inputs' from the Denver regional air basin...all the more reason to escape to Pueblo with multiple 1.5 mile long trains filled with coal chugging back and forth to the plant...Regards, Moses
PS. painfully long FTEK, longish BTU and trading ACI. Also love my rail stocks.
Time To Take Profits On The Transports [View article]
Norfolk Southern Says This $68M Lawsuit Is Not Material [View article]
Exelon: Potential Dividend Cut May Be Deeper Than You Expect [View article]
I dont want you to get the impression I dont research ahead of time. I have a number of ideas in the queue, and there will <undoubtedly> be a different set of opportunities in 3-6 mos. If I am going to play catch up, I will play catch up, but...so far I am staying put.
My take: the current price has a bunch of negativity baked in. EXC isn't going anywhere, nor is its customer base. A couple more months (3-6 mos to be exact, and a winter season to boot...) of letting the old player swing away allows me at least one or maybe two more dividend grabs before having to pull him for a pinch hitter/runner. By then, the share price may have recovered, rating agencies may have checked their list twice and moved on, etc. Or...maybe not.
I do not foresee much more downside in the interim, based on recent lows. If I have to sell into a loss, I want to book as small a loss as possible, then go to my pinch hitter. Patience and discipline - even in this type of investing situation - are what I am trying to teach myself; not to overreact and run with the herd. By the time the next EXC divvie is announced (which seems secure today, but you never know) those with a shorter memory will have moved on and a couple more puzzle pieces will have been clarified.
I could be dead wrong, but if I didn't want this heat, I could have bought an annuity. What if someone does come snooping around to pick up EXC at a fire sale price, even if rebuffed?
Chowder, what are you buying in EXC's place anyway? Are you staying in the utility sector, or are you taking your chips and placing them in another name outside the sector?
Cheers, Moses
Keep Exelon On Your Watch List, But Don't Buy Yet [View article]
Dividend Growth Stocks Perfect For Retirees - Part 3 [View article]
Jim Cramer Sold These 24 Stocks, You Should Too [View article]
A Credit Analysis For Coal Mining Companies [View article]
My Definitive 17 Cardinal Rules For Investing Success [View article]
Apple $395: Time To Give Up And Abandon Ship? [View article]
Awesome handle.
Apple $395: Time To Give Up And Abandon Ship? [View article]