Just announced another increase to the dividend....12th consecutive year of dividend increases. Agree, this is one great dividend stock. GLTA
The march towards $34 continues this morning. Agree there's reason to believe TIS can reach $40 this year and significantly more in 4-5 years, though I will probably take some chips off the table if we reach $35 this week or next. Also long NP, which some might find worth taking a look at. GLTA
With the excellent 1Q16 quarter results now fully reflected in the share price, I expect $30 is really a new floor. $40 may be optimistic, but I expect we'll see $34 before 2Q results are released. Meanwhile the 5% dividend is very attractive, and I consider this a buy....more upside than downside imho. GLTA
Agree $27 should do it. In the absence of a deal, I'd probably sell if share price hits $25 sometime next week. Not greedy and willing to leave a few $ on the table. But would be most happy if a deal was anounced over the weekend at $26 or higher. GLTA
Trading just halted 25 minutes before the close. And the share price retreated $2 right before the halt. Deal off? Anyone know anything?
I disposed a portion of one of my positions (APU, not SPH) during 2015, and that triggered questions that TurboTax asks regarding the sale. I'm not sure how to calculate Partnership Basis and Ordinary Gain under the AMT column. After going back and forth to Forms 4797 and 6251, I think I've got it right, but it isn't intuitively obvious from EasyStep or from info provided on K-1. Also need to check to make sure capital loss on dispostion isn't counted twice by this process, since it should have been included in 1099-B info imported into Schedule D.
Thanks wangman. I was able to get revised separate K-1's for my regular broker and 401K accounts, and I don't need to worry about the 401-K account as line 20-V shows a negative number. I'm using TurboTax, which I don't recommend for folks with multiple K-1's, as it is not entirely clear how to enter info partnership basis, among other things....but I'll figure it out. Thanks again, and GLTA. Bruce
Thanks cometstorm & not-totally-gray for your responses.
I called APU's Support Group at 1-800-310-9145 and they were very helpful. After explaining my situation, they emailed me a revised K-1 showing only the information generated from my regular trading account.
Agree TurboTax not ideal for K-1's, tho I will try to make it work. Thanks again.
Hoping someone out there can help with a few ?s:
1. I hold some of my SPH in my 401K, and understand if UBTI is less than $1K, I don't have to reflect K-1 activity on my tax return. What is my share of UBTI, if any? Don't see anything on the K-1 regarding UBTI.
2. Now for the harder question: I also held SPH in my regular brokerage account. I received one single K-1 reflecting the combined positions in both accounts, and I have no idea how to split the items reported on the K-1 between the two accounts. Can I request separate K-1's? Any idea how to handle using TurboTax?
Thanks in advance for any and all help. (I have this same issue with another LP)
Received my K-1 yesterday and hoping someone out there can help with a few ?s:
1. I hold some of my APU in my 401K, and understand if UBTI is less than $1K, I don't have to reflect K-1 activity on my tax return. What is my share of UBTI, if any? Didn't see anything on the K-1 regarding UBTI.
2. Now for the harder question: I also held some APU in my regular brokerage account. I had expected to get two separate K-1's, one for the regular account and one for the 401K, but instead got one single K-1 reflecting the combined positions in both accounts. And I have no idea how to split the items reported on the K-1 between the two accounts. Can I request separate K-1's? Any idea how to handle using TurboTax?
Thanks in advance for any and all help. And GLTA! GO APU!
Finding good peers for comparison not that easy for ATRO. BEAV and HON pretty large relative to ATRO, and HON in particular operates in many other (non-aero) spaces. I look at DCO, LMIA and CVU, but all are small relative to ATRO, so some comparisons of metrics may be misleading. Also look at ESLT and CW. Am interested in other's thoughts on this too. Good questions. Thanks and GLTA!
Meant to say, I expect repurchase program will be completed within 4 months, as buys of $50M would add less than 7% of normal trading volumes over 120 trading days. And assumes share price doesn't rise above $40 too quickly, which (while good for us longs) would inhibit share repurchase.
Yes that sounds right. But I expect repurchase program can be completed within 4 months, as $50M share repurchase would add
My guess would be (once again) 15%. Board has signaled desire to provide shareholders with stock dividend on an annual basis. Just my guess, but I'd say the probabilities are as follows:
10% likelihood of no stock dividend
20% likelihood of 10% stock dividend
50% likelihood of 15% stock dividend
20% likelihood of 20% stock dividend
little to no chance stock dividend will exceed 20%.
ps: Love the mention this wknd in Barron's
So there's talk today of a possible merger of these two large aerospace suppliers. Anyone have any ideas about whether this would be good/bad/neutral on ATRO? Thanks and GLTA
Could be, tho I notice that at least one director purchased shares (1,000) as recently as last week. So I added another 1K shares myself today @$25. Also holding NP, another paper stock with a nice divvy. GLTA.