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Berkshire Hathaway Inc. Message Board

axpkocop 104 posts  |  Last Activity: Mar 2, 2015 12:54 PM Member since: Aug 24, 2008
  • Reply to

    Bought more VGR--$23.065/share

    by axpkocop Feb 23, 2015 3:44 PM
    axpkocop axpkocop Feb 24, 2015 3:11 PM Flag

    My plan is to sell "LO" and buy high, however the other stock I bought is off 50% this year and is currently trading about 5% off the yearly low.

    I don't chase yields. I'm looking for value-VGR has a competitive advantage when it comes to selling cigs because they made a deal with the States with regard to the--Tobacco Master Settlement Agreement,--so their costs are lower.

    The last 10 years VGR has grown at almost 20% per year when dividends are included. Yes that's all history but that's also what investing is all about. If the stock drops I'll use that as an opportunity to add to my holdings.

  • Reply to

    Diageo plc [DEO]

    by axpkocop Sep 26, 2014 11:16 AM
    axpkocop axpkocop Feb 24, 2015 11:07 AM Flag

    XD tomorrow

    Thank you in advance.

  • Reply to

    Bought more VGR--$23.065/share

    by axpkocop Feb 23, 2015 3:44 PM
    axpkocop axpkocop Feb 24, 2015 10:50 AM Flag

    Sold 2/3 of my RAI shares when it traded at another new high today and bought more VGR and another stock that effectively doubled my dividend return in IRA #1 for the cash involved.

    I'll be buying more shares Friday when some of my LO shares are called away for the dividend.

  • axpkocop by axpkocop Feb 23, 2015 4:21 PM Flag

    "Feb 17 (Reuters) - U.S. fertilizer producer CF Industries reported lower fourth quarter profit on Tuesday.

    Net earnings fell to $238.3 million or $4.82 per share from $325.8 million or $5.71 per share a year earlier."

    Another good company but it too is trading near all time highs. I own small positions in several of my IRAs with no plans to buy more of sell at current prices.

  • In IRA #3 I took a .87% position in the stock with more to come next week when more $$$ frees up. That assumes VGR stays under 23.3/share.

  • Reply to

    KEURIG GREEN MTN--GMCR

    by axpkocop Feb 20, 2015 12:38 PM
    axpkocop axpkocop Feb 23, 2015 2:41 PM Flag

    "I've got some INTC being called away today at 34 in the same IRA. Next week I'll sell put options against it again that require me to buy before the next dividend. That's how I bought this position a few months ago. I always reinvest the dividends so my position grows. You can't earn 5% in a bond so I take a little risk and go for 10-20% via selling close to the $$ put and call options but only in my IRAs."

    I lucked out today because not only was the market down but INTC is down over 2%. I sold put options against it in all my IRAs today. If the stock is put to me I'll again sell call options against it and collect the dividend.

  • In IRA #1, I doubled my position in SYA to 2.2% of the assets in the account. I've owned it for years because BRK is the largest shareholder.

    The book value is around 29 and it trades at 22.64 and my new shares cost 22.59 each.

  • axpkocop axpkocop Feb 22, 2015 12:28 AM Flag

    June or July is my guess but there's a 30% chance it doesn't meet approval which explains why the premium is so rich.

  • Reply to

    Insurance Co. MRH

    by axpkocop Aug 1, 2014 12:41 PM
    axpkocop axpkocop Feb 21, 2015 11:36 PM Flag

    "Fully converted book value per common share was $33.19, an increase of 3.5% for the fourth quarter and an increase of 15.0% for the full year, each computed after taking into account common share dividends declared.

    Operating income for the quarter was $60 million, or $1.34 per common share, representing a quarterly return on common equity of 4.0%. Net income was $49 million, or $1.09 per common share. The $11 million difference between the Company's operating income and net income for the quarter represented net realized and unrealized investment and foreign exchange losses."

  • "On 2/19/15, WMT announced a regular quarterly cash dividend of $0.49 per share, payable on 4/6/15 to shareholders, with an ex-dividend date of 3/11/15.

    On 2/19/15, WMT announced a regular quarterly cash dividend of $0.49 per share, payable on 6/1/15 to shareholders, with an ex-dividend date of 5/6/15.

    On 2/19/15, WMT announced a regular quarterly cash dividend of $0.49 per share, payable on 9/8/15 to shareholders, with an ex-dividend date of 8/5/15.

    On 2/19/15, WMT announced a regular quarterly cash dividend of $0.49 per share, payable on 1/4/16 to shareholders, with an ex-dividend date of 12/2/15."

  • and for 2015--165,165

    The key to my projections-strong earnings.

  • axpkocop axpkocop Feb 20, 2015 5:12 PM Flag

    Why? That's just their normal dividend increase. Note-There's also a breakup fee that goes to LO if the deal is not approved.

  • Reply to

    KEURIG GREEN MTN--GMCR

    by axpkocop Feb 20, 2015 12:38 PM
    axpkocop axpkocop Feb 20, 2015 5:09 PM Flag

    Correction-$1000/share/month last year.

  • Reply to

    KEURIG GREEN MTN--GMCR

    by axpkocop Feb 20, 2015 12:38 PM
    axpkocop axpkocop Feb 20, 2015 5:08 PM Flag

    I sold more put options on the recent correction.

    I've got some INTC being called away today at 34 in the same IRA. Next week I'll sell put options against it again that require me to buy before the next dividend. That's how I bought this position a few months ago. I always reinvest the dividends so my position grows. You can't earn 5% in a bond so I take a little risk and go for 10-20% via selling close to the $$ put and call options but only in my IRAs.

    This IRA will be 40% cash with 30% of that available for investment next Monday with more coming in on Friday because I may have some LO shares called away for the dividend at 65 and 67.5/share.

    In other news-Berkshire's annual report comes out 2/28. Should have earned about $16 billion or $1000/share last year.

  • I own it in IRA #1 and have been trading it through selling options against my position.

    Sold more calls today and the premium will be added to additional cash that frees up Monday with the expiration of options and used to buy another stock.

  • axpkocop by axpkocop Feb 19, 2015 3:49 PM Flag

    With the dividend increase today, I put the arbitrage breakup risk at about 55-57 and a strong buy under 54 if the opportunity should present itself.

    Currently long the stock and short covered 67.5 March, call options.

  • Reply to

    OT - KO raises dividend

    by jad1148 Feb 19, 2015 11:27 AM
    axpkocop axpkocop Feb 19, 2015 1:23 PM Flag

    On 2/20/2014 I posted this---

    Coca-Cola's 2014 Dividend Increase
    .

    NEW YORK (AP) -- Coca-Cola is raising its quarterly dividend by 9 percent.

    The next dividend is payable April 1 to shareholders of record as of March 14. Coca-Cola says raising the dividend to 30.5 cents from 28 cents reflects the confidence it has in its long-term cash flow.

    The Atlanta company returned $9.8 billion to shareholders in 2013 through $5 billion in dividends and by buying back $4.8 billion in stock. It says it has returned $34.7 billion to shareholders since the start of 2010

    Grandma say thank you for the raise KO but she wasn't too happy about the 2% increase in dividend announced by WMT today.

    And WMT raised the dividend another 2% this year. "The Board of Directors of Wal-Mart Stores, Inc. (WMT) approved an annual cash dividend for fiscal year 2016 of $1.96 per share, an increase of two percent from the $1.92 per share paid for the last fiscal year. The fiscal year 2016 annual dividend of $1.96 per share will be paid in four quarterly installments of $0.49 per share, according to the following record and payable dates." But WMT buys back lots of stock so a modest dividend increase is ok with me.

  • Reply to

    OT - KO raises dividend

    by jad1148 Feb 19, 2015 11:27 AM
    axpkocop axpkocop Feb 19, 2015 12:47 PM Flag

    That's $132 million per quarter on our original investment of $1.3 billion, which earns us over 10% a quarter.

  • Reply to

    Year end price prediction for BRK--

    by axpkocop Jan 27, 2015 1:05 PM
    axpkocop axpkocop Feb 18, 2015 3:31 PM Flag

    42 plus now.

  • The Boys from Brazil know what they're doing.

    We're rich with cash so a new deal could be coming soon. Buffett likes to make deals before the annual meeting and the annual report which is due at the end of this month.

    I have small positions in both QSR and BUD.

BRK-B
145.93-1.15(-0.78%)Mar 3 4:02 PMEST

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