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Compass Diversified Holdings Message Board

stormfront2020 59 posts  |  Last Activity: May 23, 2016 12:33 PM Member since: Apr 2, 2009
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  • Disclaimer: I sold all shares of Exelon @ $36.575 on June 30th 2014

    **From my very first post, I made it clear that whether this turned out to be a good or bad investment decision, I would continue to post the results**
    If you don't want to read it, no one is forcing you to do so

At approximately 11:21 AM on Friday August 1st 2014, I bought a hypothetical 100 shares each of EXC WEC SO & DUK & placed them in a watch list.

    Prices paid
DUK 1OO @ 73.09
    EXC 1OO @ 31.78
    SO 1OO @ 43.45
    WEC 1OO @ 43.75

I picked Wisconsin energy to be the best performer & bought shares in my brokerage account.

Returns as of Monday May 23rd 2016 11:30 am CDT

    #1: Wisconsin: + 33.23%
    #2: Southern: +11.42%
    #3: Exelon: +6.99%
    #4: Duke: + 4.86%

  • Reply to

    Think we'll we ever see $25.00 ?

    by stormfront2020 May 18, 2016 1:31 PM
    stormfront2020 stormfront2020 May 18, 2016 2:49 PM Flag

    Hope your right.
    Thanks for the reply

  • Reply to

    TGT = ?

    by vodkatonic222 May 18, 2016 2:41 PM
    stormfront2020 stormfront2020 May 18, 2016 2:45 PM Flag


  • stormfront2020 by stormfront2020 May 18, 2016 1:31 PM Flag

    That's breakeven for me

  • Reply to

    We Need A 100-1 Split Now !!

    by stormfront2020 May 17, 2016 2:29 PM
    stormfront2020 stormfront2020 May 18, 2016 1:20 PM Flag

    ATTN Megan:
    "Some people just dont get it, do they?
    They most certainly don't

    ATTN jimbo:
    "Do you miss taking your meds???
    A person would have to be severely developmentally disabled not to understand that my post was 'tongue in cheek'

  • stormfront2020 by stormfront2020 May 17, 2016 2:29 PM Flag

    That way all the pensioners who don't like buying high-priced stocks, could buy this one for just over a dollar. Wouldn't that be awesome!!
    Instead of a measly 604 shares, I'd now own 60,400 shares. YIPPEE SKIPPEE
    Outstanding shares would only increase to 276 billion
    Dilution ? Who cares ? We just want a cheap stock!!


  • stormfront2020 by stormfront2020 May 10, 2016 2:55 PM Flag

    I have to admit I was a little surprised by the great earnings report.
    I was actually expecting an earnings miss. So many people, for so many years have been negative on the stock saying nobody goes to the movies anymore, people watch movies at home, or on their computer, or on their phones.

    All that may be true, but apparently a lot of people still like going to an actual theater.

    Glad I've held

  • Reply to


    by precedentset Apr 20, 2016 1:06 PM
    stormfront2020 stormfront2020 May 4, 2016 6:12 PM Flag

    Only about $16 away

  • Reply to

    Charlie Munger said that True Believers in O

    by donkergen May 1, 2016 11:48 PM
    stormfront2020 stormfront2020 May 4, 2016 12:53 PM Flag

    "Charlie munger has been brain dead longer than buffett"
    Agreed. He actually looks developmentally disabled

  • stormfront2020 stormfront2020 May 4, 2016 12:52 PM Flag

    "You will get creamed by your life partner"
    Good one!

  • stormfront2020 stormfront2020 May 3, 2016 5:51 PM Flag

    That's funny, it was unusually cool in the upper midwest ?

  • Reply to

    Earnings this week

    by dogk13 May 1, 2016 12:09 PM
    stormfront2020 stormfront2020 May 2, 2016 2:17 PM Flag

    I just hope they don't miss. With the run-up we've had (growth of about 7.00% a year, trading at around 25x earnings) it's priced to perfection IMHO, & could/would drop a significant amount if there's anything but positive numbers/news.

    This being said, I'll hold.

    Sentiment: Hold

  • Reply to

    What $8B could have bought

    by edvasquez Apr 29, 2016 2:01 PM
    stormfront2020 stormfront2020 Apr 29, 2016 10:49 PM Flag

    I agree with you edvasquez. This orgy of share buybacks by GILD and other companies is going to come back to bite him them in the #$%$ someday. Companies are supposed to grow organically. They're supposed to invest part of their earnings in R&D to develop new drugs/products that people want/need to buy.
    They are not mutual funds.

  • stormfront2020 by stormfront2020 Apr 29, 2016 1:17 PM Flag

    'Possible' new investor today.
    Just finished reading an article on earnings. Early in the report it states the following.
    “The company's profit slipped to $2.53 per share, compared with $2.76 in the prior-year period. Adjusted for one-time costs and events the company would have earned $3.03 per share. That was below the average forecast of Wall Street analysts looking for earnings of $3.12 per share, according to Zacks Investment research”

    Later in the article it states.
    “Gilead maintained its full-year earnings outlook of $1.10 to $1.16 per share, with revenue in the range of $30 billion to $31 billion” this is from an AP article written by Matthew Perrone, AP Health Writer
    This is a typo right ?

    According to the small amount of research I've done today, GILD is expected to make $12.44 per-share this year.

  • Reply to

    2,63% raise,

    by nyjets_0001 Mar 10, 2016 5:30 PM
    stormfront2020 stormfront2020 Apr 28, 2016 12:46 PM Flag

    You could always put it in a money market at one-one-hundredth of 1 percent.

  • stormfront2020 by stormfront2020 Apr 27, 2016 2:40 PM Flag

    Not a huge dividend by any means, but why would you sell today & miss out on it ?

  • I have to (at least somewhat) agree with something donkergen mentioned recently.
    That is the concern, that over time, more & more commerce will be done over the Internet.
    Possibly reducing real estate values, along with the 'rent' companies pay Realty Income.

    Was hoping someone here could tell me if this is a concern for O management ?
    And if so, are they taking any steps to address it ?

    In my taxable brokerage account at Fidelity, I have a rule (for diversification purposes) that once an individual holding reaches $20,000.00, I stop reinvesting the dividends. Realty Income reached that level sometime last year, & I began taking the cash. It's now worth $25,000.00 & I'm up about 47.00% :)

    I'm considering opening a positon in Digital Realty Trust Inc. (DLR)
    Is anyone here familiar with this REIT ?

    From the small amount of research I've done, it looks like it compares favorably to O, & if yahoos numbers are correct, it's dividend yield is actually a little higher.

    This isn't in any way a slam on O, I realize O is the king of all REIT's & I plan to hold it for a long time.
    But I also believe in diversification.

  • Reply to

    Dividend Raise

    by gstine11 Jan 26, 2016 10:35 AM
    stormfront2020 stormfront2020 Apr 22, 2016 1:25 PM Flag

    ATTN samuel: Of course I understand how share buybacks reduce the amount of shares outstanding ,therefore increasing EPS. A 3rd grader could figure that out !!

    But 3M and other companies aren't supposed to 'buy' earnings increases.
    They are supposed to grow organically. Stock buybacks also open the door for manipulation, and in some cases done so just to let CEOs reach performance goals which in many cases, are based on quarterly EPS & involve HUGE financial rewards to them. Funnel that money to R&D and create new, innovative products

    Reuters: Karen Brettell, David Gaffen, & David Rohde

    NEW YORK – When health insurer Humana Inc reported worse-than-expected quarterly earnings in late 2014, it softened the blow by immediately telling investors it would make a $500 million share repurchase.

    In addition to soothing shareholders, the surprise buyback benefited the company’s senior executives. It added around two cents to the company’s annual earnings per share, allowing Humana to surpass its $7.50 EPS target by a single cent and unlocking higher pay for top managers under terms of the company’s compensation agreement.

    Thanks to Humana hitting that target, Chief Executive Officer Bruce Broussard earned a $1.68 million bonus for 2014.

    Most publicly traded U.S. companies reward top managers for hitting performance targets, meant to tie the interests of managers and shareholders together. At many big companies, those interests are deemed to be best aligned by linking executive performance to earnings per share, along with measures derived from the company’s stock price.

    But these metrics may not be solely a reflection of a company’s operating performance. They can be, and often are, influenced through stock repurchases. In addition to cutting the number of a company’s shares outstanding, and thus lifting EPS, buybacks also increase demand for the shares, usually providing a lift to the share price, which affects other performance markers.

  • stormfront2020 stormfront2020 Apr 21, 2016 4:09 PM Flag

    Where do we think it could drop to??
    If you were asking me, sorry but I have no idea.

  • Reply to

    Zero is in a Death Dive !

    by donkergen Apr 20, 2016 12:59 PM
    stormfront2020 stormfront2020 Apr 21, 2016 2:29 PM Flag

    " large load in your depends"

15.9857+0.1357(+0.86%)1:12 PMEDT