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Analog Devices, Inc. Message Board

warnbeeb 37 posts  |  Last Activity: Jul 24, 2015 5:32 PM Member since: Apr 8, 1998
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  • Anybody here own it in a taxable account? Are they qualified dividends or not?
    I'm trying to decide which account to own it in. If they're qualified I have the option of the lower tax rate in a taxable account.

    Thanks in advance.

  • warnbeeb by warnbeeb Jun 19, 2015 11:02 AM Flag

    It's not going to be bought out for $2 or $3.
    The way you get back to $2 is they find a way to restructure and perhaps sell an asset that gives the company a floor.
    Right now the market is pricing NOR as though it's going to die.

  • Reply to

    I just bought 1250 shares at 1.01

    by ricardo_ricky40 Jun 18, 2015 11:27 AM
    warnbeeb warnbeeb Jun 19, 2015 7:45 AM Flag

    It is not profitable. It just eliminated its paltry dividend. They are looking at strategic alternatives. Hopefully that means restructuring their massive debt and selling some assets. The one thing this company has is physical plants and manufacturing assets that might be worth something to a buyer.
    Hopefully management is not considering bankruptcy in order to save their own jobs and......those of the employees. In bankruptcy everything goes on. The company operates and the employees and management get paid. Just the shareholders get zapped.
    Hopefully the stock doesn't go down another 10%+ today.

  • Reply to

    I just bought 1250 shares at 1.01

    by ricardo_ricky40 Jun 18, 2015 11:27 AM
    warnbeeb warnbeeb Jun 18, 2015 6:22 PM Flag

    I just bought last week at $1.27. I should have sold yesterday on the bounce, but I thought the funding news might see some follow through today. Wrong. Now it's lower than before the financing news broke. Now I'm thinking I got to get lucky. Reverse split talk is always a killer. No company considering a RS does well in my experience.
    The problem with a buyout is the debt. Yeah, the market cap is cheap, but a buyer has to assume hundreds of millions of debt. The bauxite feud/taxes with Jamaica can literally kill the company. As far as Jamaica is concerned someone other than NOR will pay them what they want so why make a deal? That issue is on hold for now but it's far from settled.
    The energy supply issue is not going to hurt for a couple 3 yrs. but they have to negotiate another one. Time? when? How much more? Again uncertainty.
    The price is so cheap now I suspect no big hitter will want anything to do with NOR. Best hope is a private equity house takes a stab, but the Apollo (that's their name right?) Group just sold out. So why would someone else?

    I'm guessing NOR is heading to lower lows and eventual bankruptcy. Sheesh I hard Schwab. They had if rated a "B".....buy. Looks like they're wrong again. They have it rated a "C" hold thus week.

  • Reply to

    BUI sold out of this

    by beringer94 May 8, 2015 9:46 AM
    warnbeeb warnbeeb Jun 11, 2015 6:21 PM Flag

    I don't own many bonds. I'm mostly an income investor. I don't own any individual utilities, unless you call T a utility. BUI meets my income needs in the utility sector without owning any one stock. The 12% discount to NAV with nerarly an 8% payout is compelling. Unless they can't keep the payout where it is I'll just keep holding. In several years I'll have dripped enough dividends that I'll have a nifty little monthly income stream. GLTU.

  • Reply to

    BUI sold out of this

    by beringer94 May 8, 2015 9:46 AM
    warnbeeb warnbeeb Jun 11, 2015 12:35 PM Flag

    Not true. BUI writes options on their holdings. Approximately 30% of the .121 cent monthly distribution is short term capital gains from the leveraging of their holdings. It's all disclosed. They collect dividends, they buy and sell shares and write call options. They do not short stocks.

    So it's about 8 cents in pure dividends and 4 cents in STCG. In a a tax deferred account there is no tax implications. I've been DRIPing my monthly distribution from the day I bought BUI. It currently sells for almost 12% below its NAV. The monthly income is very reliable. Right now is a good time to add. Compelling buy for conservative income investors.

  • Reply to

    Jim Rogers

    by cdsteak May 22, 2015 3:46 PM
    warnbeeb warnbeeb Jun 5, 2015 12:56 PM Flag

    My guess is they're just stretching this out until another miner buys them out then it gets mined. I have a small investment here. Just a long term calm option on this thing hitting the jackpot. I'm not sell g or buying more.

  • Reply to

    Is POT still on BHP radar screen?

    by havanabaycompany May 31, 2015 9:35 AM
    warnbeeb warnbeeb Jun 3, 2015 9:41 AM Flag

    BHP is better than POT. Hold this mega commodity conglomerate for the long term. This is THE company to own for worldwide agriculture and commodity development over the next 10-20 years. Great dividend. Easily covered. BHP mines "stuff". The stuff that the world needs to build and develop and feed itself. It should be a core holding in any diversified portfolio. The price is at the low end of it's historical value. I own it and DRIP the dividend. I own MOS instead of POT for the same reason. I sleep well.

  • Reply to

    Jim Rogers

    by cdsteak May 22, 2015 3:46 PM
    warnbeeb warnbeeb Jun 2, 2015 8:53 PM Flag

    One of these years they might actually start mining graphite. Wouldn't that be nice.

  • When you get them they will be worth something around $9/sh in US dollars. So at .4 shares per BHP share they will replace about $3.60 per share of the value of BHP. I look at it like BHP is worth around $49.50 vs the current $45.90. Remember....BHP will not be reducing their dividend. It will remain the same. So it's like these South32 shares are like an additional $3.60 dividend.

    I'm holding both. I won't sell the South32 shares. I'm suspicious in a year South32 is going to be worth more and BHP will be right back in the $50's where it should be.

    This is going to be just fine.

  • Reply to

    Buyout Rumor !

    by robertclark135 May 13, 2015 10:40 AM
    warnbeeb warnbeeb May 13, 2015 10:51 AM Flag

    Crazy, stupid clown rumor. A'int gonna happen.

  • Oil has to spike through the roof and return gasoline to $4+/gallon. FSYS, unlike WPRT, produces conversion systems for gasoline to nat gas engines. It also provides the refilling stations for nat gas engines, which IMHO, is the real long term "potential" value in this company.
    The company's products are simply not in demand. Simple. Nat gas engines are simply not wanted. Gasoline is too cheap even as nat gas is even cheaper.
    I will not buy more of this company. I own more than I want to but as I have several winners elsewhere in my portfolio I can afford to sit on this cr**py stock and wait for a possible revival. I am not holding my breath nor expecting it any time soon.
    They are not going out of business. They still have the activist investors on board. It can get cheaper and in a bear market it could go to sub-$5/share. It might.
    But.....someone actually might swoop in a buy them out, though I'm not sure I'll get my $12-13 cost basis back. If any sort of nat gas sentiment change occurs that spikes this sector then FSYS might double. I will simply hold FSYS.....continue to hold. I will not average down. That never seems to work.

    Sentiment: Hold

  • Reply to

    The more pessimistic I am the better.

    by warnbeeb May 4, 2015 10:40 AM
    warnbeeb warnbeeb May 6, 2015 4:30 PM Flag

    See......

  • Reply to

    The more pessimistic I am the better.

    by warnbeeb May 4, 2015 10:40 AM
    warnbeeb warnbeeb May 5, 2015 10:41 PM Flag

    Since the current 52 week high is $17, I'm perfectly wiling to let it surpass that......which I have absolutely no expectation of seeing happen.

  • Reply to

    The more pessimistic I am the better.

    by warnbeeb May 4, 2015 10:40 AM
    warnbeeb warnbeeb May 4, 2015 4:30 PM Flag

    Don't get me wrong...I own the stock. It's just every time I get my hopes up it dashes them. So this time, I won't get my hopes up and maybe I'll be wrong again.

  • Still think this will be back to $10 in 2 weeks.

  • Reply to

    Pinch ME

    by rodsankey May 1, 2015 2:02 PM
    warnbeeb warnbeeb May 1, 2015 5:41 PM Flag

    Long term suffering shareholder. I'll believe this when I see it.

    I'm expecting back to $10 in 2 weeks. Sorry. Just me.

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