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ARG1

ARG1
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  • Recent Sell: Target Corporation [View article]
    So, Jim, you sold TGT, you must have had a trade in mind, care to share?
    Jan 26, 2015. 05:09 PM | Likes Like |Link to Comment
  • Recent Sell: Target Corporation [View article]
    Jim,

    What did you buy?
    Jan 26, 2015. 02:44 PM | Likes Like |Link to Comment
  • Recent Sell: Target Corporation [View article]
    Very good sell side article that fits in with the numerous well written sell side articles. There was a very good article in the recent Bloomberg Magazine about TGT that was complimentary of the new CEO. I like the new management and will not sell my TGT stock.
    Jan 26, 2015. 01:14 PM | 1 Like Like |Link to Comment
  • GlaxoSmithKline's Anti-Bacterial/Viral Treatment Pipeline Candidates Are Long Shots [View article]
    Despite high-profile setbacks with an experimental heart drug and a cancer vaccine, Witty is confident GSK still has a compelling new drug pipeline, which augurs well for the core pharmaceuticals business.

    The company has 129 distinct pharmaceutical research milestones pending in 2015, ranging from first-in-man tests of new drugs to numerous clinical trial results to potential regulatory approvals.

    In addition to promising treatments, there are also high hopes for the enlarged vaccines business, which will be boosted by the inclusion of meningitis shots from Novartis.

    However, pressure on drug prices from governments and insurers is a growing risk, and the new GSK emerging from the far-reaching deal with Novartis could change its identity in the years ahead.

    The entire drugs sector is undergoing major upheaval at present, reflected in a wave of deal-making as companies seek to build up in areas of strength, while jettisoning businesses where they lack critical mass.

    With more mergers and acquisitions predicted for the industry as a whole, GSK will continue to eschew big, pricey drug deals, Witty said.

    "Future M&A in the consumer space could get quite interesting again," he said.

    ($1 = 0.6576 pounds)
    Jan 26, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    I would google for "holdings" for the following companies, Vangurd Windsor fund, Raymond James and associates, Morgan Stanley and goldman sacks and look over their positions. Then I would go to Geru.com and see what the talking heads paid for their shares and look at the dividends. Also, look at the Morningstar and S&P reports at your brokerage. I always like to pay less than the geniuses at guru.com.
    Jan 23, 2015. 01:35 PM | Likes Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    They have been buying them back for years.
    Jan 23, 2015. 12:43 PM | Likes Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    ron,

    REITs are treated as income, not 15% dividend and can go in an IRA but since rates are so low people have been pilling into them, you will have to wait until the next rate scare to buy them. The sale now is integrated oil, maybe upstream oil majors, not a fan of drillers, I tried drillers but never was successful with them.
    Jan 23, 2015. 12:33 PM | Likes Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    Then you have to file paper work. I think that the integrated oils are trading like oil will stay at 48 for years. Today the large integrated oils got down graded again. I think that you can pick up an XOM, CVX or RDS at a nice discount. If you want to go pipeline then it is KMI for sure and that is treated with as a regular dividend. The integrated oils are great at this price because your getting very good companies, buy them and forget them, and you can sleep at night. Don't over do energy, it should not be more than 8% of a portfolio.
    Jan 23, 2015. 12:24 PM | Likes Like |Link to Comment
  • Target Did Not Have A Snowball's Chance In Canada [View article]
    Kevin,

    I want to compliment you on your reply. It is very insightful and shows your enthusiasm for the market. I would say that with such wise consul, regrettably, the stock continues to go up and very rapidly. Maybe you are right here but I will continue to hold TGT.
    Jan 23, 2015. 11:58 AM | Likes Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    I own KMI and it is a great company. With an MLP the dividend is treated as income by the tax people and I would suggest that it is better to buy an integrated oil company now that they are being hammered and their dividends are taxed at 15%. KMI is great though. Buy one of the big integrated oil companies if your looking at energy.
    Jan 23, 2015. 11:28 AM | 1 Like Like |Link to Comment
  • Target Did Not Have A Snowball's Chance In Canada [View article]
    Not sure why anybody would consider selling or buying shares based solely on "remarks", I totally agree and that goes for your remarks! I am very glad I didn't listen because I made a lot of money by not listening and not selling based on the, articulate and highly intelligent story and replies. I thought you wrote a superlative story and I guess I am lucky that I didn't sell.
    Jan 23, 2015. 10:11 AM | Likes Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    Dave...Dave....where are you? galicianova asked a you a probing question...
    Jan 23, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    "Sir, for a last couple of months you write enthusiastic articles about KMI, which are proceeded by statement that you may initialize position in the stock,though until now you did not, well, would YOU care to explain??"

    Dave,

    I think this is worthy of an explanation!
    Jan 23, 2015. 09:48 AM | 1 Like Like |Link to Comment
  • Kinder Morgan: Earnings Replete With Boots, Spider Webs, Cats And Dogs And Silver Linings [View article]
    rdkahn,

    That as been rehashed and it is boring. KMI is buying them back.
    Jan 23, 2015. 08:34 AM | 1 Like Like |Link to Comment
  • Target Did Not Have A Snowball's Chance In Canada [View article]
    I read the comments and story and feel they were brilliant and well put. I was going to sell my shares in TGT because of these highly intelligent remarks but fortunately I didn't because the shares are way up again. I feel I was lucky to keep my shares and I will keep them awhile.
    Jan 22, 2015. 11:32 AM | Likes Like |Link to Comment
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