...."great stock,,,,but I ain't chasing it just yet"...
Ok. I'm not selling yet. I think I'm seeing a pattern in it's history.....
UPGRADES & DOWNGRADES HISTORY
22-May-15 Mizuho Initiated Buy
12-May-15 Bernstein Initiated Outperform
13-Mar-15 Needham Initiated Strong Buy
9-Dec-14 Oppenheimer Initiated Outperform
15-Aug-14 Stifel Initiated Buy
8-Aug-14 Canaccord Genuity Initiated Buy
13-Jun-14 FBR Capital Initiated Outperform
4-Oct-13 Pacific Crest Initiated Outperform
3-Oct-12 Capstone Investments Initiated Buy
15-Sep-10 Barclays Capital Initiated Overweight
$168? Sounds like what I expect. $160 then a 4:1 split. That will give eps of $2 - 3 per share. 2016 or 2017. Guess we will need FSL to gel first.
Looking at the chart this afternoon reminds me of Led Zepplin's "Time", where all the clocks are sounding the alarm in the very beginning of the song. Maybe there will be an update about Delek which includes us shrimp.
Moving on up from a deep discount is logical but if this continues I'll be priced out of the market. lol
Are we are moving on the June qtr.'s expectations? As simple as ops are, I still can't make a smart guess at earnings.
"retired at 42 moron"
Is that what people call it now when they give up looking for a McJob?
Maybe it's your resume. Try using punctuation and a bit of proper sentence structure.
Right. Haven't we been says that for years? Judging by the mkt action, the world knows them the way shareholders know them. At least they won't be missed and maybe they will get caught in the door while escaping.
"one for yield and some cap ap, the other for cap ap and some yield"
I do that too... at times. Not in the frakking biz though....elsewhere.
I would guess slca rolling up the little sand outfits might be just them buying customers while things are a bit weak. I may have misunderstood the low end of the business but I thought there were a number of tiny companies with a front loader and a sand pit providing sand for local fracking. Economical source I suppose but too easy and a tad flakey sounding.
Right, owning no options is an option. But since Wunderlicker is always late to every turning point party, I suppose the future is pretty rosy here considering we are selling at a 50% discount at the moment. Could be there will be more buyers then sellers for this ex-day since there is a bit of gloomy optimism among the real investors and a lot of the flakes are already gone.
Lets see, lots of wells lined up to be fracked and our very best friends in the persian gulf are taking hostages and shooting off their guns. Looks like a red letter day to me. Lets go up 20. LOL
"...my broker is savvy ..."
Most likely you already know more then the broker on this topic.... you probably found your way here on your own, too.
Back to the IRA holding MLP units; I swing trade some MLP units inside my IRA. At least these that swing like ALDW. (nice range). But I let my taxable acct units bob up and down and go long term.
There is one little quirky thing about holding an MLP inside your IRA. If the MLP shows a profit on line 1 of the K-1, chances are pretty good the MLP will report positive UBTI on line 20 something. UBTI, unrelated business taxable income, is a nono in a tax free environment. Mainly the rules are to keep churches out of the operation of businesses for profit or otherwise. If your IRA has more then $1,000 of UBTI on the K-1, you or the fiduciary must file an excise tax return to report it. Form 5500 I think. And you get to pay the IRS something. So have some fun and ask your broker if you can use the negative UBTI coming from a different MLP to offset the positive UBTI coming from ALDW. Also, ask the broker if you can carry over the negative UBTI losses to use in a year you have positive UBTI.
"all those who sold today will suddenly"
And here I was thinking the ones who didn't buy today are the foolish ones. Not much volume....
Yea, the night I bought my NXPI shares in 2012 I dreamed I bought them for $5 and I was really happy about it. Then I woke up and reality set in. What had I done... paid $24? That sure was stupid. If I had waited I could have bought them for $20 maybe. Just a fool and my money I guess..... gl on the $80.
"ARLP 7.90% , NS 7% , T 5.30%"
I'm a bit long term in my thinking.....looking out 3 years or more. The last 5 years I might have been a bit near sighted and overweighted the current yield at the cost of cap appreciation. At least for 35% of my portfolio. It was a good strategy and paid off pretty well. However I am adding the stocks now with a lower yield and have the most cap gain potential considering their already enormous girth and dividend. Last month I concluded GE was my top pick meeting my criteria. I loaded up GE near it's bottom, way back, at 8 and 12 and 18 and thought I had enough of it as it headed north from 19. But the stock is now looking like a keeper so I added a bunch last month. And of course my broker asked me what I wanted more of that for. You just can't explain hemlines to people. They either get it or they don't. Retro-nifty-50 meets deep value investing. But so many big companies have had their big runs, their dividends are unimpressive, and their catalysts for growth consist of known ingredients, bid to their fair value. Obviously today's GE action vindicates my observations about the company and I would add it to your list since the dividend is reasonable and it has a good chance of growing it, plus it has upside capital appreciation coming for the foreseeable future. Maybe a bit tongue-in-cheek, but I own some T, and its sad, but all I can say is I own it because it pays 5%. If you see my point.
My last thought on GE: what company is most likely to develop a time machine? And how would that benefit them? OK, maybe that's beyond my 5 year window...... or is it? lol
"I am at $.89, but I am hoping it might be a bit higher."
That works. I was hoping for .70+ based upon gut mathematics. lol.
Numbers are all over the place so I will just be surprised next week.