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.
I did some JNJ but I'm holding off on my namesake until it trades under 77.5 because I short the put options.
AIG now has a book value of 77 and trades at 52. They're buying back their own shares thus they book a profit of $25 on every share purchased. Last year they bought $5 billion and they plan to do the same this year but I'm not sure how many shares were issued via options.
Last year was a vacation year for AIG but I believe they're ready to go back to work. I have some LO shares that may be called away for the dividend in late February and some of that $$ may end up in AIG and another high paying dividend stock like VGR.
BUD PG AMGN JPM WFC UNP GS XOM HTZ AAPL MSFT DIS AXP
Bought BUD, PG, AMGN, JPM, GS, HTZ, XOM, MSFT after their recent pummeling.
I already own all the stocks you've listed for some time with the exception of HTZ and AMGN,
My largest position is LO which is being acquired. Assuming the deal goes through and there's a 70% chance it does, most of that money will be invested outside of the tobacco sector but that's only because with the exception of VGR, I'm not finding any bargains in the sector. And I have no plans to ever make VGR a large holding but I do like the 7% yield.
Bought a 1% position in GILD today in IRA #3 at $96.69/share. I've also sold put options against it that obligate me to buy more near 90 in the same account.
Buy them when they're down is my motto.
If KO wants to buy GMCR they'll just call Buffett. Berkshire already owns 400,000,000 shares of KO and I'm sure Buffett would love to double his equity stake in KO.
I was in this stock years ago when it was just a teenager. I plan on buying more in a few weeks when cash is available in my IRAs. It meets my dividend income needs. Current yield over 7% plus a yearly stock dividend.
"Reports Q4 (Dec) earnings of $1.03 per share, excluding non-recurring items, $0.03 worse than the Capital IQ Consensus Estimate of $1.06; revenues fell 7.6% year/year to $7.2 bln vs the $7.15 bln consensus.
Repurchased 9.3 million shares of the company's common stock for $800 mln.Co issues downside guidance for FY15, sees EPS of $4.27-4.37 vs. $4.71 Capital IQ Consensus Estimate. Excluding an unfavorable currency impact, at prevailing exchange rates, of ~$1.15 for the full-year 2015, the reported diluted earnings per share range represents a projected increase of 8% to 10% versus adjusted diluted earnings per share of $5.02 in 2014. This forecast includes incremental spending versus 2014 for the deployment of PMI's Reduced-Risk Product, iQOS. The spending, which is skewed towards the second half of the year, will support plans for national expansion in Japan and Italy, as well as pilot or national launches in additional markets, later in 2015.
"Despite a historically high adverse currency headwind, we enter 2015 with strong business momentum that underpins our target annual growth rates, excluding currency and acquisitions, of 4% to 6% for net revenues, 6% to 8% for adjusted operating companies income and 8% to 10% for adjusted diluted earnings per share."
"We remain steadfast in our aim to return around 100% of our free cash flow to our shareholders. However, given the recent extreme currency volatility, we are focused on managing our cash flow prudently and on maintaining our financial flexibility for business development opportunities. Consequently, our full-year guidance does not currently envisage any share repurchases in 2015, although we will revisit the potential for such purchases as the year unfolds depending on the currency environment."
Share buybacks suspended,
My 2015 trading range is 77.77 to 87.78 per share.
Grandma thanks you in advance. BX is her 4th largest position but she's also aggressively selling call option against it because the dividend is not qualified.
Blackstone Group LP-- BX-----it's a limited partnership.
"first Quarter Earnings Announcement Expected: GMCR has confirmed that earnings will be announced Wednesday. The consensus earnings are $0.89, with a high and low of $0.98 and $0.85, respectively. The mean has not changed significantly as the end of the quarter nears."
Currently I'm long the stock and short call options against my position.
Interesting-because today I added GILD to the stocks I track which is code for=I sold put options against it for the first time in two accounts.
Your nemesis appears to be in some very good companies..
I do own it but sell call options against my position because I believe at this price it is a hold at best.
However, the price is down around 20% from its recent high so if they report a bad quarter it shouldn't fall too much and any selloff could present a good entry point.
The other day I sold put options against CVX so if it drops to 90 I'm required to buy it but I keep the option premium regardless.
'NEW YORK (TheStreet) -- Shares of Chicago Bridge & Iron (CBI - Get Report) were falling 14.6% to $32.87 Friday following reports that the construction company will delay the building of a new nuclear power plant for Southern Co. (SO) .
The new nuclear power plant at Plant Vogtle will be delayed by 18 months, according to the Associated Press. Chicago Bridge & Iron and Westinghouse Electric expect to have the first reactor at Plant Vogtle completed by mid-2019, with the second reactor coming online in mid-2020.
Southern Co. is currently in litigation with Chicago Bridge & Iron over previous delays and cost increases for the project/'".
No big deal-I bought some in two of my IRAs today but very small positions.