I don't really like the guy, but his show came on after I finished watching something else & was in my office. If the yield goes up to 6%, I'll buy all I can because with dividend increases (up 42% in the last 15 years) I'll end up making 8% in the coming years, plus price appreciation. The 660% gain I've made in this stock has been 46% dividends, they're nothing to overlook.
That has been my target for awhile as well. Right now, I'm wondering how much of yesterday's jump will hold. Investors tend to overreact & we don't know the details of what could happen. What is interesting to me is that this shows how much investors favor dividends over share repurchases.
For the past couple of months MSFT has been following a strong linear regression line, which is pointing right at $41. The ADX is showing a strong bullish trend. XBox sales could push the stock a little higher to $42.
I've been in this stock for a few years. It's a core, strategic, long-term holding for me. Some of the downturns in the stock have been painful, including some times when it looked like a "dog", but I've always stuck it out. Including dividends, my return is around 660%.
Looks like it could stay between $520 - $510 until the end of the year. Maybe at that time iCahn will tweet or throw a fit to get the stock up or maybe he'll just move on.
I don't yet own the stock, but with the XBOX release going well & the expectation of good things to come with a new CEO, the future for the stock looks good. If Yahoo! can get a 150% price increase with a new CEO, then MSFT can certainly do that & more.
Microsoft expected to sell a million in the first 24 hours as well - at $100 more per unit, so...
Icahn is an idiot. He no longer has any investing skill, and now relies on blabbering, tweeting, writing letters, etc. in order to move a stock.
The fact that you're posting this shows you don't understand either investment & you're fishing for answers. It doesn't matter if they both sell nitrogen products, the business model is different & the corporate structure is as well.
I'm sorry if you've lost money in TNH & don't understand why CF is a good investment despite TNH's current price. Given the business model & structure of TNH, what you probably need to do is to reassess how you invest in that company. Due to the variation in distribution & affect on the share price, you need some way to reduce risk. You might look into dollar cost averaging or value averaging to acquire shares or use options.
Different business model compared to CF & different entity setup, so probably not the same investors in the two companies.
John Burbank - New holding, - 210,273 shares
Jeff Ubben - Add - 412,200 shares
George Soros - Add - 323,749 shares
Daniel Loeb - Add - 24,518 shares
Ray Dalio - Sold Out - 4,600 shares
Total - 966,140 shares acquired in Q3
The appreciation is there even with lower earnings. Nitrogen prices have bottomed & are expected to rebound in 2014.
The guy is old & no longer has the "touch", so he's reduced to tweets & interviews to try to pump & dump the stock. It doesn't mater whether you're long or short, this is really pitiful, lol.
* A weak 78.6% Fib number provides support around $216.50 . This was a ceiling that provided resistance a couple of times in the last month before hovering around that number & finally punching through.
* The Fib number serves as the reaction high for a bullish ascending triangle pattern that has had a breakout & should take the stock to around $232.
* CF still has $1.9 billion available for share repurchases. This is about 8.7 million shares at the current price, or 15% of float. Only 2% or 1.14 million shares are available to retail investors because institutions own the remainder. If you want to own this stock, look for opportunities to get in because there might not be that many chances to buy it.
* Zack's shows a P/E (ttm) at 6.8 compared to the industry at 9.8, which suggests CF's current value could be $315. Similarly, price/cash flow for CF is 5.4 while the industry is at 6.7, which suggests CF's current value could be $271. CF has been trading at a lower P/E because investors understand the "meaning" of dividend payouts better than share repurchases. Management's 150% increase in the dividend should provide investors with the confidence to pay a price for CF shares that is more in line with the industry.