Tesla Motors Vs. Clean Energy Fuels [View article]
Thanks for your interesting submission. I love the concept of a natural gas hybrid. Since Toyota introduced this concept has there been any movement toward actual adoption? Seems like a no-brainer. Would FSYS be the big beneficiary if this moved forward?
Compass Diversified Holdings Points The Way To A 9.1% Yield [View article]
Richard, Thanks for the article on CODI. It really does not get that much coverage; it's always satisfying when a well-crafted article appears.
I purchased my shares in 2009 and have re-invested the dividends since. My yield on cost is about 16% and the position is up 137% since purchase. It's been a very solid position in my portfolio.
So far my only issue is that it has out-grown the allocation size I intended it to have within my portfolio.
Is The Timing Right For BDCs And Their High Dividends? [View article]
Has anyone looked at Compass Holdings (CODI) as a BDC play? The difference is that it is structured as an MLP. It has performed well over the last 3 or 4 years with a nice 10% dividend.
Per the exporting of Natural Gas, I really like CQP as a play in that space. Has an attractive dividend and I believe they have contracts in place already with Total for all of their production.
Deepwater Service Stocks Are Tapping The Supercycle Sweet Spot: Elliott Gue [View article]
Always appreciate your thoughtful and informative insight into energy stocks. Note: I think Cameco's symbol is CCJ, not CCO as stated in the article above.
Westport: Market No Longer Impressed With Growth [View article]
I really like WPRT's prospects and first bought it at 17 in early 2011. Have traded it over the last year. Wanted to pull the string when it was in the high 40's, but did not until it dropped to 34 in the spring. Bought back in at 27 (it moved off that 22 bottom pretty quick). Thought about selling when it hit the high 30's but didn't until it dropped to 32 recently while the general market was moving higher. If it drops under 27 I will certainly be a buyer again.
2 Undervalued Stocks With 12% Or More Dividend Yield [View article]
Perhaps someone can explain to me why RNF and UAN deviate so much in performance? They are both in essentially the same business with similar products; but they seem to trade as opposites.
Today for example, UAN is up 2.65% while RNF is down 1.19%. When RNF is up, UAN is usually down and vice versa.
I own both of these (for growth and yield) and it just strikes me as very odd that they trade in such opposite directions. Any thoughts or explanations for this deviation?
Trex (TREX): Q2 EPS of $0.59 beats by $0.05. Revenue of $94.3M (+20.2% Y/Y) beats by $3.62M. (PR) [View news story]
It was odd movement. Up, down, and then back up some. This stock has a small float, so it can be subject to wide swings. Liked the earnings report though.
A Private Equity Fund With A 10% Dividend Yield? [View article]
Thanks for the nice update on CODI. I acquired a rather large postion in 2009 over several months after reading a positive mention inBarron's and doing some due diligence on my part. Have reinvested the dividends since. It's been a nice investment for us and we were gald to see your analysis.
Chesapeake Energy: A Great Time To Bail? [View article]
Just bought into CHK two days ago. Been watching for quite awhile and waiting for Nat Gas to finally make a move off the bottom.
Nat Gas did come off the bottom this week, but the real catalyst for my purchase was something someone said on CNBC on Monday. I "believe" it was the CEO of Dominion Resources (I was in another room away from the TV and could not see the screen) who was being interviewed and he shared that this type of "founders well" program was fairly common in the industry.
He went on to say it wasn't a bad thing in as much as it gave the CEO added incentive to make sure the well was a successful endeavor.
I picked up some around $18.50 and it traded up to over $20 today. After two days I was up around 10%. But the stock took a pretty big hit after hours. Probably won't be much of that 10% appreciation left tomorrow.
So what is the consensus here? Forming a bottom around the 16 - 18 range? Or will it continue to drift downward?
Compass Diversified Holdings Management Discusses Q1 2013 Results - Earnings Call Transcript [View article]
Tesla Motors Vs. Clean Energy Fuels [View article]
It's Time To Dump Apple And Buy Amazon [View article]
Compass Diversified Holdings Points The Way To A 9.1% Yield [View article]
Thanks for the article on CODI. It really does not get that much coverage; it's always satisfying when a well-crafted article appears.
I purchased my shares in 2009 and have re-invested the dividends since. My yield on cost is about 16% and the position is up 137% since purchase. It's been a very solid position in my portfolio.
So far my only issue is that it has out-grown the allocation size I intended it to have within my portfolio.
4 Ways To Become A Better Self-Directed Investor [View article]
"Luck is a well-prepared accident."
Is The Timing Right For BDCs And Their High Dividends? [View article]
Per the exporting of Natural Gas, I really like CQP as a play in that space. Has an attractive dividend and I believe they have contracts in place already with Total for all of their production.
8 Highly Shorted Stocks Insiders Are Buying [View article]
Has there been any insider buying at OPK other than by the CEO? He is definitely active.
Westport: Market No Longer Impressed With Growth [View article]
2 Undervalued Stocks With 12% Or More Dividend Yield [View article]
Deepwater Service Stocks Are Tapping The Supercycle Sweet Spot: Elliott Gue [View article]
Westport: Market No Longer Impressed With Growth [View article]
2 Undervalued Stocks With 12% Or More Dividend Yield [View article]
Today for example, UAN is up 2.65% while RNF is down 1.19%. When RNF is up, UAN is usually down and vice versa.
I own both of these (for growth and yield) and it just strikes me as very odd that they trade in such opposite directions. Any thoughts or explanations for this deviation?
Trex (TREX): Q2 EPS of $0.59 beats by $0.05. Revenue of $94.3M (+20.2% Y/Y) beats by $3.62M. (PR) [View news story]
A Private Equity Fund With A 10% Dividend Yield? [View article]
Chesapeake Energy: A Great Time To Bail? [View article]
Nat Gas did come off the bottom this week, but the real catalyst for my purchase was something someone said on CNBC on Monday. I "believe" it was the CEO of Dominion Resources (I was in another room away from the TV and could not see the screen) who was being interviewed and he shared that this type of "founders well" program was fairly common in the industry.
He went on to say it wasn't a bad thing in as much as it gave the CEO added incentive to make sure the well was a successful endeavor.
I picked up some around $18.50 and it traded up to over $20 today.
After two days I was up around 10%. But the stock took a pretty big hit after hours. Probably won't be much of that 10% appreciation left tomorrow.
So what is the consensus here? Forming a bottom around the 16 - 18 range? Or will it continue to drift downward?