Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
Long SLCA @ $19.66- I think they announce a dividend strategy on the earnings announcement later in February.
Watching for an entry in CSX and WFC also
Long UPS $79.69. Been watching this and the stock took a hit before the open.
YW- I'm looking at your suggestion on MDLZ also.
Long CSX at $22.28, I also purchased a bit for three trusts that I manage.
I prefer KSU, but that is a runaway train right now. I some digging to find out why CSX was lagging. CSX is/was shipping more coal which is not as profitable. From what I understand, CSX management is moving away from the coal shipping, so hopefully that will change things.
I see a possible drop to $21, but in this market I really like the upside.
I've looked into the railcar makers also (TRN & ARII), decided to buy CSX.
Thanks for suggesting this.
Long MDLZ at $27.73. This is recent KRFT spinoff. I sold both in November and have been waiting for an opportunity on MDLZ.
Not real strong on this thing, but I have too many banks/financials in the portfolio, so I needed some Wheat Thins to eat while managing the other securities.
Depending on how you look at this, possible cup/handle for the technical gang, but I'm planning on a buy and hold for awhile regardless.
Good luck!
good one, back to 4
Missed getting CSX under $20 a couple weeks ago. Railroads are doing well today
Sold USMO for a 5% gain, plus a divy in December- They stock isn't doing anything.
Long AXP $58.87. Bad day for the markets (IMHO), IBM is carrying the load.
Might be a good day for a WFC entry.
2013 should be a good year for equities. My concern is interest rates. If rates rise enough, does that create movement from equities to safe havens?
I'm saying "yes" to the above question, but not enough to short most equities, and certainly not enough return for the higher paying dividend type equities.
CLSA is interesting. My first look at this thing. Very low float, and 45% of that is short.
Been awhile since I've seen a short interest that high, someone really dislikes this thing. Hedge fund types like Asensio probably.
If they are wrong, long players will do very well.
fwiw, I'm looking at WFC, SLCA, and CSX for some entrys
WFC Wells Fargo boosts quarterly dividend at bizjournals.com06:44am EST
fwiw- I decided to hold AOD for a while. I think the selling was over done, and it will get back over $4
This NOV has been a rubber ball ranging from $65-$85 for the last year. I'm up over $3/share in just two weeks. Will hold for now. Still unsure what the heck I have, looks like a nice trading stock for shorts on the high end of the range, and I'm in on the lower end for now.
BK, WFC and the financials running out of gas a bit. Still holding them though.
AXP dipped a bit like I anticipated. May look to get back in this tomorrow.
Still looking for entry points for WMT, MCO and possibly USG again (no dividend for USG right now).
Don't you wonder how it'd do in a flat or bear market? S&P 500 was up 17% in 2012 counting divs. And these Alpine funds are cutting divs 50%! AGAIN!!!!!!
There's never been a time or a price since the 2007 IPO (at $20!!!) where buying AOD has been a smart investment. Even in rising markets (as in 2009) other funds performed much better.
Perfect example of Buffett saying that it's better to buy a great company at a fair price than a fair (or garbage) company at a great price.
BTW, get ready for even more Seeking Alpha articles bashing AOD and AGD. SA writers have been precisely on the mark about Alpine garbage for several years.
Alpine doesn't fool savvy investors. Not after THREE div reductions in ONE bull market! LOL
Long term for me also. The only reason I dumped it in November was to record the LT Cap gain 15% top rate.
As for the chartist, this has to move thru the $36 resistance, and I believe it will.
Mostly blue sky above that.
Good luck!
agreed, just may be a day or two for selling to dry up
i guess some like the monthly divi..once those unsophisticated folks finish selling it may be worth picking up some
AOD, AGD target unsophisticated retirees. Here's a board dedicated to AOD. Has almost everything written recently about Alpine funds.
http://investorshub.advfn.com/Alpine-Total-Dynamic-Dividend-CEF-AOD-15993/
ok,thanks..thinking about getting a few if it gets weaker..still decent 8% ish yield
Well, adjusting for the divy's already collected, I'm sitting about even- not happy with that. Still trying to decide if I should bail, or hold.
AOD,AGD..monthly divi's with cut today..any thoughts?
I'm looking at a long term hold for WFC- what you see as an exit price?
I'm looking for a dip to get in where you did <g>.
I was trying to determine what happened in early 2009 and in mid-2010 when the distribution was previously reduced. Both times shares plummeted sharply but recovered eventually. In 2009 that rebound was mostly because the market was hitting a recession low in March 2009. You could have bought anything then (except maybe MMRF LOL) and done well. AOD recovered in late 2010 but again, shareholders were bailed out by a strong bull market.
I think AOD's going to plummet next week, but CEFs are very strange animals. For example: AOD sells at an appropriate discount while sister fund AGD sells at a premium. Both have performed terribly. Both are getting 50% div haircuts.
My base price is around 3.90, so may move to something else
AOD is a fairy tale product targeting retirees. Offers hope that they can continue blowing money as the did earlier in their lives. Pity anyone who counted on the fat 2008 yield... From caviar to dog food in 5 years!
Gotta wonder what the next few years will bring. Will the div go to zero, which could be the next stop? AOD has plenty of fixed costs. My guess is Alpine will eventually merge AOD into one of their other crappy funds.
Annual Divs
2013: 0.324
2012: 0.66
2011: 0.66
2010: 1.06
2009: 1.57
2008: 2.16
BTW, did you notice their largest holding now is Apple?
Looks like you were right on the reduction:
The regular monthly distribution for AOD will be $0.027 per share versus the previous month’s distribution rate of $0.055 per share. Annualized, this new distribution rate of $0.324 per share represents a current distribution rate of 6.97% on AOD’s closing NAV of $4.65 per share on January 17, 2013.1
AXP falls a bit today. Possibly chart trader type resistance as I mentioned before.
Don't know about anyone else here, but everything I own is running wildly north, including my short play on the long bond.
Looking for dips to get back in on certain plays that I sold in November to lock in taxable capital gains.
Never satisfied. Happy about the current holdings, but cash on the sidelines looking for a dip on specific plays like AXP and V.
any thoughts on SLCA? They announced a one time divy last month, and talking about instituting a quarterly in the future- dependent on some things:
http://finance.yahoo.com/q?s=slca
Look at that Realty Income Chart - O
I'm checking that puppy out today.
Thanks.
Current dividend stocks in the portfolio:
AMNF
AOD
DHY
GLBS
NOK
O
SBLK ( divy suspended)
SPLS
SYY
USMO
UVE
follow up on O- which I bought in August at $41.87. Now trading at $43.32
Outperform:
http://wallstcheatsheet.com/stocks/realty-income-offers-income-reality.html/?ref=YF
So, I'm watching the market and looking to "bury" some cash into a few "dividend" play securities and I "come" across this "large" byline on the CNBC site.
Not exactly sure how it "applies" here, and I'm not entirely a "big" fan of this brand of entertainment, but I'm sure there are "pleasureable" dividends "buried" somewhere in the link below.
Enjoy!
http://www.cnbc.com/id/100352810/page/1
I like CSX, with things turning around. For charts, looks to be in the middle of the range, upside certainly there. No troubles looking at the financials quickly.
In this sector though, I like KSU a little more. Yield not as good as CSX, but the margins are similar with less than half the market cap.
For the fictional $100, I'd play $70 on KSU, based on a quick glance of course!
Good luck!
any thoughts on CSX?
LVVV to pay Dividends LiveWire Ergogenics, Inc. Declares Dividend
ANAHEIM, CA, Dec 13, 2012 (MARKETWIRE via COMTEX) -- LiveWire Ergogenics, Inc. (OTCBB: LVVV) (OTCQB: LVVV), makers of the innovative LiveWire Energy(TM) Chew products, today announced that its Board of Directors has declared a dividend payable to stockholders of record on January 18, 2013 ("Record Date").
The dividend will be equal to 20% of the share price at the market close on the Record Date. The dividend is payable in common stock. Each stockholder's dividend will be calculated based on the number of shares owned on the Record Date by the stockholder. The new shares will be issued following the Record Date. The number of shares will equal one (1) share for each five (5) shares owned by the stockholder on the Record Date, rounded upwards to the next whole share.
Stated LiveWire CEO, Bill Hodson, "The LiveWire community of investors and customers has grown nicely during 2012. We hope everyone will have an opportunity to discover our LiveWire Energy(TM) Chews in the New Year."
About LIveWire Ergogenics, Inc. (OTCBB: LVVV) (OTCQB: LVVV) and LiveWire Energy(TM) Chews LiveWire Energy(TM) chews are manufactured in Anaheim, California by LiveWire Ergogenics Inc., the first company to market a full-flavored, soft "energy" chew packed with both B vitamins and up to 120 mg of time-released caffeine.
Designed for consumers with an action-packed lifestyle, LiveWire Energy(TM) chews are pocket-sized, portable alternatives to bulky energy drinks or shots. Available in seven different flavors, the Company's grab-n-go packaging responsibly displays the amount of caffeine in each chew, including Citrus Mango (90 mg caffeine), Pomaberry (90 mg caffeine), Chocolate (100 mg caffeine), Mint Chocolate (120 mg caffeine), Sour Apple (90 mg caffeine), Cinnamon Fire (90 mg caffeine), and Coffee (100 mg caffeine).
LiveWire Ergogenics Inc. was formed in 2008 and its products are available for purchase at thousands of retail outlets nationwide or are available online at: http://www.livewireenergy.com
For additional information: Telephone: 877.678.7169 Email: info@livewireenergy.com Facebook: http://www.facebook.com/LiveWireEnergychews Twitter: http://twitter.com/#!/EnergyChews Investor Information visit http://www.otcmarkets.com/stock/LVVV/quote
Safe Harbor Forward-Looking Statements To the extent that statements in this press release are not strictly historical, including statements as to revenue projections, business strategy, outlook, objectives, future milestones, plans, intentions, goals, future financial conditions, future collaboration agreements, the success of the Company's development, events conditioned on stockholder or other approval, or otherwise as to future events, such statements are forward-looking, and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. The forward-looking statements contained in this release are subject to certain risks and uncertainties that could cause actual results to differ materially from the statements made.
CONTACT:
John Davenport
877-678-7169
Long WFC at $34.63....eom
Thats a good sign, when I see you "feeding the market", lol
Also watching AXP. Trading close to a 7 year high, I think $62 or so is a resistance point, if it breaks thru that I'll be a buyer.
Averaged up on my $22.15 BK purchase from last August. Purchased another block today at $26.67. Mother Goldman downgraded to sell today, I see more upside room.
Also purchased a small block of NOV at $70.79.
Slowly feeding cash into this market.
Thanks..I would like to hold all long term just not convinced yet that market is stable yet..might trade in and out of them based on debt ceiling or oil/iron ore concern etc.
good morning,
I do not do options-just the equities
BPT as about $5K cash and a book value of .04 per share, so they basically pay out 100% of revenue (over 9% yield). So, I would say it is a good long term play for the dividend. Unless you have somewhere else to park the money, and get a great yield, why sell?
CLF- I like it, except the debt and cash flow- could be problems longer term.
FCX looks fairly valued at $36, imo
Thoughts on BPT? Monster yield ..holding mid 66s and pondering selling cost basis into any further move into 1-15-13 ex- divi..don't want to leave too much meat on the bone but I am up nearly $10 on it and want to play safe..
Also holding CLF.FCX ..basically bought because I felt oversold and feel safer swinging divi plays..do u hedge your longs with options?
Agreed, you are the king of those yields. Looking for some upward movement on KO also.
As for interest rates, I remain short the long bond via TBT.
2.8% yield? Surely there are better yields to sink money into <g>. Of course, not in a CD, lol
Purchased a large block of KO at $35.82. Logic - about $1.30 below my selling price a month ago, and I see some chart support here.
A bit of a risk, yes, but I see another support level at $35. Long term dividend play.
Thanks, I'm trying to move into longer term dividend plays. O, SPLS, SYY, USMO are the recent additions
A couple closed end funds- AOD and DHY also in the portfolio
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |