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rdtuck02

rdtuck02
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  • Why I Bought Fastenal [View article]
    I started a small position at $40.50 over the last week. I've sold the May $37 puts to partially fund the new starter position. At $37, it would yield over 3%, which is a solid yield for this stock. I'll continue to buy as new funds present themselves as it is hovering around a 52 week low. My only real concern is continued PE ratio compression, which could result in negative returns in the short term. However, revenues and EPS are increasing, and as long the dividend continues to grow it should make a solid investment over the long term.
    Mar 13, 2015. 04:10 PM | Likes Like |Link to Comment
  • Acquisition Boosts AbbVie's Long Term Prospects [View article]
    It sounds like ABBV paid up to go from a one trick pony to a two trick pony. What % of total revenues will Humira and Imbruvica represent in the newly combined company?
    Mar 8, 2015. 04:45 PM | 1 Like Like |Link to Comment
  • Why Did McDonald's Rally Yesterday? [View article]
    Agreed, I "rebalance" by deploying new capital into new or other preexisting positions that are underweighted in my portfolio. I never sell simply for rebalancing purposes.
    Feb 28, 2015. 10:47 AM | 1 Like Like |Link to Comment
  • Williams Partners: A Midstream Natural Gas Powerhouse Emerges [View article]
    Casey,

    Where is WPZ in regards to the IDR rights? Is more going to WMB at this point?
    Feb 26, 2015. 11:30 AM | 1 Like Like |Link to Comment
  • AbbVie: Attractive Valuation, Growth Prospects & Yield [View article]
    Haven't looked into it at all, but could the high PE be from the one time payout to Shire for the deal not going through? Same thing happened to SBUX last year which artificially raised the PE ration after the payout to Kraft.
    Feb 24, 2015. 11:23 PM | 2 Likes Like |Link to Comment
  • Wal-Mart: 2 Strikes... And You're Out [View article]
    I've read a couple of these WMT dividend articles in the last few days and have attempted to digest the facts with this being the first I've commented on. For me, Walmart still meets my goals of a safe and reliable dividend stock. If I sold it now, I really don't know what else I would invest in that has the rock solid and sleep well characteristics that WMT represents in my portfolio. My cost basis is quite a bit lower than the current price, and represents 6.23% of my portfolio and 5.35% of yearly income. I'm certainly disappointed in the 2% increases, but they are investing capex in the smaller neighborhood stores and e commerce. I would not be buying new shares at this time, but the company is a solid hold for me.
    Feb 24, 2015. 04:16 PM | 4 Likes Like |Link to Comment
  • Schlumberger Remains A Short Amid Oil Industry Contraction [View article]
    The rdtuck02 thinks referring to yourself in the third person is a little quirky.
    Feb 24, 2015. 04:06 PM | 3 Likes Like |Link to Comment
  • Capturing The Growth Of The Diabetic Epidemic Via Shares Of Novo Nordisk [View article]
    Hello Alexander,

    So for clarification, it seems the dividend fluctuates based on F/X, and is only paid once a year? Are foreign withholding taxes taken out as well? With all of these factors, and with the overall low dividend yield, I'm unsure NVO is the best way to play the diabetes trend.
    Feb 24, 2015. 11:21 AM | Likes Like |Link to Comment
  • General Electric Is Working On Bringing Good Things To Shareholders [View article]
    Bristol,

    How about you write an article articulating your concern over the debt levels? I for one would read it.
    Feb 22, 2015. 01:34 PM | 7 Likes Like |Link to Comment
  • Procter & Gamble: An Excellent Showing In New York For The Long-Term Bulls [View article]
    I'm assuming the 5% yield they referred to is shareholder yield and not dividend yield?
    Feb 22, 2015. 11:15 AM | Likes Like |Link to Comment
  • A Cautionary Tale For Dividend Growth Investors [View article]
    I hedge my stock picking skills with ETFs in my 401K. 401 K money = fidelity S&P 500 index etf as there are no brokerage options, and IRA/taxable account = individual dividend paying stocks.
    Feb 17, 2015. 12:00 PM | Likes Like |Link to Comment
  • Detailing My Bullish Thesis On American Express [View article]
    I like AMEX, but V is already my largest position. I did sell the Mar 70 puts yesterday as I don't think it will get that low. I would be happy to start a position at those levels.
    Feb 14, 2015. 10:15 AM | Likes Like |Link to Comment
  • Exxon Mobil: Effect Of WTI On Share Price  [View instapost]
    Thanks for the info Tom. I frequently sell puts, but it seems every time I sell calls on a core position the shares are called away.
    Feb 14, 2015. 10:02 AM | Likes Like |Link to Comment
  • Why I'm Bearish On Coke [View article]
    It's not going to replace most families' gallon of milk at the grocery store, but will be attractive to the health concious and other niche groups. The goal is likely to use KO's huge distribution network to make Fairlife its next "billion dollar brand." KO has no presence in the milk game at this time. However much they end up selling, it's going raise revenues. Just one more cog in the wheel to offset the slowly, but still highly profitable, Coke business.
    Feb 13, 2015. 05:56 PM | 1 Like Like |Link to Comment
  • Southern Company: Taking A Pass On This Quality Utility Name [View article]
    I'd buy at $42 for the 5% yield point. Or more likely for me, wait until it gets to near 42, and sell some 39 or 40 puts.
    Feb 13, 2015. 03:33 PM | Likes Like |Link to Comment
COMMENTS STATS
452 Comments
499 Likes