Go Pack Go ! Many cheeseheads in the stands at the new Santa Clara stadium. Could hear the chant loud and clear from the TV broadcast. Kap must be in a miserable place right now. They need to clean house from Harbaugh's regime. Congrats on the Empire purchase. It should do ok. I managed to stand pat, and look at this rally! LOL. Utilities up today, GE because of advocate investor, drugs so-so. OGS hit a new high. Curious to what is up with this one. I have a small stake from the OKE spinoff. OGE increased dividend 10% so ENBL must not be doing that bad. Absorbing a nice market day, a Jets win and sunny day. Have a good one....
I watched the GB game last night. Hopefully, Rodgers remains healthy this year. The "put em away" sound bite has been the theme of late amongst the talking heads. Heard it on the Raiders broadcast against Cleveland too. Jets got a reality check against the Eagles. The Miami game is going to be in London! So I have my DVR setup.
I have a small position (100) in OGE. Raised dividend .10 to $1.10. They put their gas assets into the pot with CNP to create ENBL. 2nd year double digit increase.
I was tempted to do some average down, once again yesterday. But alas did not. Pharma, BDCs and oil were slammed. Which sector is next? LOL
Never been to Tampa.
WEC looks strong of late. I kept my shares from the TEG purchase. Yes, I might get some more EDE to average down. If it hits 5%. COKE rallied this week as KO is off loading bottlers. I am not sure if the internationals bottlers will be next. However, in the short run and the dollar strength, it could be a possible move.
I have Reckitt-Bensker (RB) and Smith & Nephew (SNN) both have been rumored to be acquired. PFE for RB and JNJ for SNN.
Sane here ! All the best.
Since the initiation of the capital deployment program in September 2011, American Capital repurchased 117.8 million shares of its common stock for $1.4 billion, including the current buyback. The average purchase price came in at $12.05 per share.
I sent one off jut now. Is the recent uptick a sector thing or something else going on in your estimate? Maybe taking it private into the HIG fold?
Well pull in and say hello to the good ole boys at TE for me! Yes EDE was impacted from the tornado. I think I'm done for the year w/stocks. Last purchases KMI & ENBL are sinking once more.
The new point after change could cause some heart ache once bad weather arrives in the open air stadiums.
Safe Journey Enjoy
Who would have thought that the Jets could pull one off against the Colts on the road. That was one heck of a game. Defense Defense and more take aways. It is a long season. When the jets signed Farve they were 8-0, finished I believe 8-8. Never been to Cabo. I heard it was a fun place to go. Hagar sold off the tequilla business now he hyping and pushing the new rum venture.
Hits, smackdowns and landmines are all around. If it is not the energy sector, then the utilities, if not the utilities it is the pharma group, etc. I am in a sea of red lately. The coke bottler CCLAF looks appealing because of the distribution of alcohol brands. They do have problems with ag/produce business. Plus KO retains something like 30% ownership as it does with all the bottlers. Something w/AU stocks are the dividends and how much they are FRANKED. Meaning taxed. Learned something here.
I'll check out CLC.
I'm down 11% on EDE. Bought in @$24.22. Oct 30 they raised the dividend .02. See if they do another 2% next month. Saw EXC below $29. Just an observation.
I think we might have some more down days with year end tax loss selling around the corner. Think you have bottom and then a new low pops up. The Fed/IMF are now concerned for Brazil, Mexico, Indonesia. So this is what they were taking about in the mid 80s of the global economy? LOL
All the best
That insiders will be selling their shares while the company will extend the $50m repurchase program and screw the shareholder with this program till Feb. 23rd 2016. With the main reason is to enhance LT shareholder value
The money would be siphoned off from available liquidity which would then be diverted from other available capital deployment opportunities and right into executive accounts as I and Bluestein will sell our shares every month on an automatic form 4.
We appreciate you continued support as we implement this program.
Tahoe was great, but cold at night. Hope you enjoyed the holiday weekend as well. We didn't think of bringing any extra outer wear for some reason. With that in mind the outdoor show w/Hagar and friends was not enjoyed by the wife, so we left about 1/2 way. Harrahs treated us reasonable. They probably made a small profit.
KMI has held up for awhile against peers then the drop. IF congress allows exporting of energy, they will make their decision soon, then I hope KMI will be positioned to benefit. In either case, I jumped in for more shares probably too soon ($32.03). I also averaged down on ENBL @$13.65 the other day. KMI will announce next dividend mid OCT. The quest for yield/income has it pitfalls. On this MSG Board, I shared a XOM/Kuwati JV converting a hub in TX that was originally built to import energy to exporting. NYT article about a year ago.
Are they trying to weaken the dollar? Pound has semi-rallied. $1.53 to $1.56
Utilities look strong today w/FED do nothing for now approach.ED up over a point. ED is another utility that the CEO mentioned that he would consider a deal. Not as strong of wording as TE, at the time, but favorable.
Believe it or not I am looking at AU ADRS. CCLAF, MQBKY, WBK, & TRSYY.
I moved it here less traffic.
Enjoy the weekend. All the best .......