rdtuck02

rdtuck02
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  • Is The Bottom In For Coal? Interviewing Vic Svec Of Peabody To Find Out  [View article]
    ARLP/AHGP....the best of breed in coal companies.
    Jun 19, 2015. 11:13 AM | 1 Like Like |Link to Comment
  • Toy Wars: Mattel Vs. Hasbro  [View article]
    Thanks for the review, this is by far the best article of MAT I've seen recently. I agree with nearly everything you said. My issue with MAT is that the dividend doesn't appear to be sustainable at the current rate. If they decide to cut, the stock may fall another 15%. I would be a buyer then. But until that happens, or earnings improve to the point that the dividend seems sustainable, I will sit on the sidelines.
    Jun 17, 2015. 11:08 AM | 4 Likes Like |Link to Comment
  • Waiting For A Further Dip To Add To My Position In Procter & Gamble  [View article]
    This to me is the key statement behind what they are trying to accomplish:

    "We will eliminate 60% of the brands and the complexity they create, while retaining about 85% of sales and 95% of before tax profit. That’s a good trade."

    John Moeller CFO, most recent quarterly earnings transcript.
    Jun 12, 2015. 06:33 PM | 5 Likes Like |Link to Comment
  • Flowers Foods: An Under-Appreciated Dividend Growth Opportunity  [View article]
    Thanks for bringing attention to FLO. I've owned it since 2010 but it gets very little coverage here on SA,and I have to dig a little deeper for the latest updates. As far as the valuation, I've noticed the big boys tend to push the stock price around pretty significantly around earnings time. It dropped by 6% last earnings report, only to be back up 4% the following day. Might be a good time to add if you want to fill out your position.
    Jun 12, 2015. 10:33 AM | Likes Like |Link to Comment
  • Abbott Laboratories: The Future Is As Bright As The Past  [View article]
    Agreed....Although I am still concerned with the humira patent cliff in '17.
    Jun 6, 2015. 10:00 AM | Likes Like |Link to Comment
  • Updating My Bullish Thesis On Deere  [View article]
    I bought back my Jan $70 puts today that I sold earlier in the year. I'll look to re sell them if the stock heads towards $80 again. IMO, an adequate margin of safety would be around $80-$82. Thanks for the update, Mr Poulos.
    May 27, 2015. 01:20 PM | Likes Like |Link to Comment
  • Can Wal-Mart Replicate Home Depot's Strategy To Drive The Same Remarkable Shareholder Value  [View article]
    Brian,

    I agree the $70 level is an important price point. I look at it a different way though, and that is the price I'll start buying WMT again. I sold the Dec $70 puts after the stock dropped 4% a few weeks ago.
    May 27, 2015. 01:13 PM | Likes Like |Link to Comment
  • Wal-Mart Is A Buy Into Earnings  [View article]
    I sold the Dec 70 puts today after the drop. I doubt it will get in the $60s unless there is an overall market correction.
    May 19, 2015. 07:49 PM | Likes Like |Link to Comment
  • Dollar General Morphs Into The Next Great Dividend Growth Play  [View article]
    Alex,

    I went back and read the article; you took some heat for that one. I was looking at DG back then, but chose to play it with options, selling OTM puts. I didn't calculate the returns for KO and DG since you made the switch, but I suspect your decision was correct. I am long a few shares of KO, and may be long a few shares of DG in the next month or two.
    May 16, 2015. 09:13 AM | Likes Like |Link to Comment
  • Williams Goes The Kinder Morgan Route, Higher Dividends Ahead  [View article]
    What happened in 2002 that made the stock go to $1.50?
    May 14, 2015. 07:18 PM | 2 Likes Like |Link to Comment
  • Dollar General Morphs Into The Next Great Dividend Growth Play  [View article]
    I was unaware that DG had initiated a dividend, and I tend to buy these companies as the yield tends to be low, but the dividend growth high. Thank you for the heads up.
    May 14, 2015. 10:24 AM | 2 Likes Like |Link to Comment
  • Williams Cos. to buy Williams Partners in stock deal valued at $13.8B  [View news story]
    energysystems,

    Actually, that's what I meant to say, I bought CHKM in May, 2011. It's been a good ride. The move to WPZ increased my income by about 20% at the expense of WMB shareholders. Now the opposite is happening. Since my first post today, I sold my WPZ in my IRA and bought AHGP with the proceeds,a stock I've been looking to get in anyway. My income increased 32% with the transaction. I agree with you and like the combined company, and will sell puts on WMB in my taxable account.
    May 13, 2015. 11:15 AM | 1 Like Like |Link to Comment
  • Williams Cos. to buy Williams Partners in stock deal valued at $13.8B  [View news story]
    I just read the release, it's a taxable event to WPZ holders, and a tax benefit will be spread out over the next 15 years for WMB holders. This deal clearly benefits WMB holders over WPZ holders. Extremely small premium of only 14.5%
    May 13, 2015. 10:16 AM | 3 Likes Like |Link to Comment
  • Williams Cos. to buy Williams Partners in stock deal valued at $13.8B  [View news story]
    Unsure how I feel about this. This is coming from a long term ACMP holder prior to the merger. My yearly income will drop by 24% this year after the merger of WPZ/WMB. It would have been much better to let the market "adjust" the price upward over a period of time than a one time event where WPZ shareholders are bought out at what I consider a very small premium based on the expected forward yield of the combined entity. The market seems to agree, as WPZ is $3 above the buyout price as I write this. I suggest everyone run the numbers and see what you think. I am considering selling the pop today.
    May 13, 2015. 10:11 AM | 1 Like Like |Link to Comment
  • Learning From The Masters: Q&A Session With Buyandhold 2012  [View article]
    David,

    I think you misinterpreted my comment. I am a dividend investor myself and have developed my own thought process regarding the selection of stocks over the last few years. But I have not been investing for 40 years. I am always interested in why folks decided to buy stocks that ultimately became long term dividend payers. As a younger investor, I am constantly on the hunt to find the next DA.
    Apr 30, 2015. 09:43 PM | 2 Likes Like |Link to Comment
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