Zeev's Turnips Patch-No Politics (ZEEV)

[Bob Zumbrunnen]

ILD looking particularly attractive. Should it be of concern that it's outperforming the underlying company? I'm pretty familiar with ILA, having followed it for a long time, and traded it (usually short and puts) when Enron blew up.

ILD very stable the last few months, and an amazing dividend (13.9%?!?). If anything the dividend looks too high and in need of being cut. But even halved, it's a decent dividend. And according to my seat-of-the-pants TA (in other words, I'm completely ignorant about TA), it looks to be a relatively safe time to buy it. Your thoughts specific to this one?

Also a sweet yield on TE, and, as you say, still a nice yield if cut, but I'm not sure I agree that a cut is priced in yet. Not if you look at ILD and see it's paying about the same dividend. Also, definitely a down trend on TE while ILD looks relatively stable. Looks like, if TE is near its bottom, the stock itself has more upside potential than ILD. Can't be too much upside with ILD as thinly traded as it is.

I think with the help of you guys, I've talked myself out of buying more F and likely even selling it.