Mon, Apr 21, 2014, 6:48 AM EDT - U.S. Markets open in 2 hrs 42 mins

Recent

% | $
Quotes you view appear here for quick access.

Berkshire Hathaway Inc. Message Board

axpkocop 199 posts  |  Last Activity: Apr 19, 2014 11:44 AM Member since: Aug 24, 2008
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Excellent earnings and the KO deal should trump any sell on the news trading.

  • Reply to

    KO takes a 1.25 billion stake in GMCR

    by rndyjensen Feb 5, 2014 4:29 PM
    axpkocop axpkocop Feb 5, 2014 4:37 PM Flag

    As a 25 year shareholder of KO I believe they'll take their time.

    The Coca-Cola Company to Partner with Green Mountain Coffee Roasters, Inc. in the Launch of Keurig’s New Cold Beverage Platform; Coca-Cola to Purchase 10% Minority Equity Stake in Green Mountain Coffee Roasters, Inc. for $1.25 Billion.

  • "The Coca-Cola Company to Partner with Green Mountain Coffee Roasters, Inc. in the Launch of Keurig’s New Cold Beverage Platform; Coca-Cola to Purchase 10% Minority Equity Stake in Green Mountain Coffee Roasters, Inc. for $1.25 Billion."

    GMCR could be up 10% on this news but they still have to report earnings.

    BRK now owns about 1% of GMCR through their ownership position in KO.

  • Reply to

    Tobacco stocks (OT)

    by beachlawyer2003 Feb 5, 2014 9:41 AM
    axpkocop axpkocop Feb 5, 2014 12:37 PM Flag

    PM/PMI as in PM-International

    If you believe that economies overseas will improve and consumers will have more $$ in their pockets to spend as I do then PM is your stock.

  • axpkocop by axpkocop Feb 5, 2014 12:05 PM Flag

    ====================

  • Reply to

    Tobacco stocks (OT)

    by beachlawyer2003 Feb 5, 2014 9:41 AM
    axpkocop axpkocop Feb 5, 2014 9:53 AM Flag

    In order now- PM, MO, LO and RAI.

    Note-PM has been on vacation the last two years but is ready to go back to work-current dividend yield about 5%. But I also like MO because of their chewing tobacco division, SABMiller and their 5.6% yield-so I'm buying them both.

  • $29/share is my guess.

    Last quarter--"Fully converted book value per common share was $28.06, an increase of 4.2% from June 30, 2013 and 8.7% from December 31, 2012, after taking into account common share dividends declared during the period.

  • axpkocop axpkocop Feb 4, 2014 1:06 PM Flag

    I own small positions in both JNJ and PG but I prefer the free cash flow numbers of the tobacco sector that's why I'm adding to my current holdings. Said buys have and will be funded with cash I've been using to sell put options.

  • axpkocop axpkocop Feb 4, 2014 12:38 PM Flag

    PM traded at a 25 month low yesterday whereas the market is up around 35% over that same period-wouldn't you say that the sell PM crowd has been right? But as you know most of us also own LO and MO and they've done rather well as I believe PM will in the very near future.

    I'm a buyer because I want to be a part owner in a business that should see earnings growth of 7-10% per year and pays out 65% of their earnings in the form of a dividend that currently yields just under 5%. Since PM will buy back 5% of their own shares this year I hope the sellers continue to be right about the price direction. I hope this stock trades under 70 because they'll just buy back more shares.

  • Reply to

    SHLD (OT)

    by beachlawyer2003 Feb 4, 2014 11:46 AM
    axpkocop axpkocop Feb 4, 2014 12:08 PM Flag

    The option premiums are huge but I'd rather stay out because I don't want to compete against WMT,COST and AMZN.

  • Reply to

    Grandma Buys T for the Dividend-5.6% Yield

    by axpkocop Feb 4, 2014 10:46 AM
    axpkocop axpkocop Feb 4, 2014 11:09 AM Flag

    If you could deduct option premiums from your cost basis her option adjusted cost would be 31.7 per share. T should next go XD around 4/8/2014 and the option she sold expires 4/18/14 and gains are limited to 33 plus the dividend until said options expire.

    Her dividend yield is 1.45% per quarter based on her option adjusted cost basis.

  • and for a trade. How low will it go? Her cost is 32.22/share

    Qualified dividend-"meet holding period requirements: You must have held the stock for more than 60 days during the 121-day period that begins 60 days before the ex-dividend date. The ex-dividend date is the first date following the declaration of a dividend on which the buyer of a stock is not entitled to receive the next dividend payment. For calculation purposes, the number of days of ownership includes the day of disposition but not the day of acquisition."

    She also sold call options against it that expire two weeks after the stock next goes XD. So the dividend will be tax free unless the stock is called early and the option premium is taxed as ordinary income.

    T now makes up 2.4% of her net assets.

  • Reply to

    My Roth IRA is now

    by axpkocop Feb 3, 2014 12:56 PM
    axpkocop axpkocop Feb 3, 2014 1:10 PM Flag

    IRA #2, my largest IRA, is 17.8% tobacco and I plan to buy more in three weeks after February options expire.

    LO--8.1%
    PM--7.9%
    MO--1.8%

  • axpkocop by axpkocop Feb 3, 2014 12:56 PM Flag

    40.5% tobacco stocks--this is in Roth IRA #1.

    LO-20%
    PM-17.8%
    MO-2.7%

    All dividends are currently being reinvested so let them fall.

  • This was in my personal account what I call #3. This account makes up about 3.3% of my net worth but I plan to increase it to 10% over the next 2 years. Stocks held in this account are not for trading.

  • "NEW YORK -- You may have heard a thing or two about Broncos quarterback Peyton Manning’s use of the word “Omaha!” in his famously complicated and loud calls at the line of scrimmage. It’s morphed into a phenomenon, with Omaha companies donating money each time Manning uses the city’s name during a game and an Omaha zoo naming a penguin chick after the quarterback. Of course there’s an over/under prop bet in Las Vegas -- what’s the point unless it can be converted into a prop bet? The gambling gurus have set the magic number of times Manning calls “Omaha!” during Super Bowl XLVIII at 27.5."

    If Denver wins I'd wager that Buffett will use the call in his next pregame shareholder's movie coming this spring.

    I plan on taking a drink of my favorite Northwest beverage every time Peyton says the word Omaha.

  • axpkocop by axpkocop Feb 1, 2014 11:51 AM Flag

    According to The Wall Street Journal, the market cap of SABMiller is $72 billion and MO owns about 29% of SAB with a market value of about $21 billion. SAB pays MO a 1.1% dividend yield. Note-Motley Fool says dividend yield is 2%--see article--"What Are SABMiller plc’s Dividend Prospects Like Beyond 2014?"

    Not sure which is correct but I'm sure it's in MO's cash flow statement.

    Total market cap of MO $70.4 billion as of 1/31 with the stock trading at 35.22 per share.

  • Note-he liked IBM at 190 but changed his mind after earnings were reported.

    I was surprised today by his blast of WMT because it was trading under 74. He also recommended AMZN at 370 in the same breath.

    XOM- leave that one for Buffett has been his take since it dropped from high 90s to its current 93-95 price range.

    Since all three buy back their own shares let's hope he continues to say sell them.

  • Reply to

    Bought More PM-78 & MO-35

    by axpkocop Jan 31, 2014 10:40 AM
    axpkocop axpkocop Jan 31, 2014 12:07 PM Flag

    Bought more MO @ $34.43 in my farm account. Increased my position by 300% to 1.33% of the assets in this account. I placed this order yesterday GTC and have orders in other accounts that may fill if the selloff continues.

    Our growing season is too short to grow tobacco in Oregon so I have to invest in tobacco stocks. MO owns 28% of SABMiller and they buy our hops, that's what I call synergy.

    Thanks again Mr. Market.

  • Reply to

    Bought More PM-78 & MO-35

    by axpkocop Jan 31, 2014 10:40 AM
    axpkocop axpkocop Jan 31, 2014 12:03 PM Flag

    Is tobacco a dying industry? Tobacco has only been around for 500 years so it may be too early to say. Let's wait another century or two and I'll let you know.

BRK-A
190,639.00+1,739.00(+0.92%)Apr 17 4:00 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.