|
Post by rhythmmethod on Oct 11, 2021 14:39:55 GMT
Limit order filled for PTY @18.15. I have another for 18.00. Why - I just received my first couple SS checks, and I'm making a good bit of cash from gigging. I'm taking a small page from steelpony10 book and using this to increase income for the future. I expect (hope) this will be longterm hold. If not I will prob replace with another CEF. At this point PTY and FPF are my only CEFs and I'm in no hurry to add more.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 11, 2021 18:29:55 GMT
Sold FISMX (Fidelity International Small cap). It is a very good fund. Sold for portfolio reasons. Reducing number of funds.
Also I am not sure if I need dedicated International Small cap. And I do not see it becoming big enough position (5-10%) in my portfolio.
If you have alternate viewpoint, I would be very interested.
|
|
|
Post by chang on Oct 11, 2021 21:15:23 GMT
Bought FXAIX in my IRA, using proceeds from sale of DSEEX on Friday (details above). Fido requires two days for an exchange *other* than within a single family of funds,
9 times out of 10 when I take money out of the market for a day (or longer in the case of 401k rollovers) the market goes up just to annoy me. Surprisingly it went down today. So I actually made a decent "profit" on the exchange, since it involved a significant amount.
|
|
|
Post by chang on Oct 11, 2021 21:19:47 GMT
@waffle I like Intl SCV as a post-pandemic investment. Small, consumer-oriented companies around the world were absolutely slaughtered by Covid (except the dot coms). FISMX is my choice for that.
|
|
|
Post by roi2020 on Oct 11, 2021 21:26:57 GMT
Bought FXAIX in my IRA, using proceeds from sale of DSEEX on Friday (details above). Fido requires two days for an exchange *other* than within a single family of funds, 9 times out of 10 when I take money out of the market for a day (or longer in the case of 401k rollovers) the market goes up just to annoy me. Surprisingly it went down today. So I actually made a decent "profit" on the exchange, since it involved a significant amount. Nice!
|
|
|
Post by roi2020 on Oct 12, 2021 4:08:00 GMT
I initiated a position in Vanguard PRIMECAP Fund (VPMCX). The fund has a low expense ratio, very low turnover, a long-tenured management team, and good long-term performance.
|
|
Deleted
Deleted Member
Posts: 0
|
Post by Deleted on Oct 12, 2021 16:31:07 GMT
I have purchased AMZN in IRA. Currently at 2% of Portfolio Value. I will increase to 5% if I get a better dip.
I am researching Google, FB and KMI now. Basically out of ideas on what stocks to buy.
Other stock ideas I came across different forums are AMGN (AMGEN) and VTRS (Viatris) a generic drug manufacturer.
|
|
|
Post by uncleharley on Oct 12, 2021 17:25:57 GMT
I added a few shares to my UTG position. Just reinvesting excess dividends before the X date.
|
|
|
Post by cactusjack on Oct 12, 2021 17:41:58 GMT
Sold a piece of my ERF for a good profit. Oils are a bit weak today except for ENB and ERF.
Added a bit to my IGR position. Chart is showing some strength after the recent dip. Real Estate is showing some strength today.
|
|
|
Post by xray on Oct 12, 2021 20:23:54 GMT
richardsok, Your: Already hold 2% in SPH MY: About Suburban Propane Partners, L.P. Suburban Propane Partners, L.P. ("Suburban Propane") is a publicly traded master limited partnership listed on the New York Stock Exchange. Headquartered in Whippany, New Jersey, Suburban Propane has been in the customer service business since 1928 and is a nationwide distributor of propane, renewable propane, fuel oil and related products and services, as well as a marketer of natural gas and electricity and an investor in low carbon fuel alternatives, servicing the energy needs of approximately 1 million residential, commercial, governmental, industrial and agricultural customers through approximately 700 locations across 41 states. Suburban Propane is supported by three core pillars: (1) Suburban Commitment – showcasing the Suburban Propane's 90+ year legacy, and ongoing commitment to the highest standards for dependability, flexibility, and reliability that underscores Suburban Propane's commitment to excellence in customer service; (2) SuburbanCares – highlighting continued dedication to giving back to local communities across the Suburban Propane's national footprint and (3) Go Green with Suburban Propane - promoting the clean burning and versatile nature of propane and renewable propane as a bridge to a green energy future and developing the next generation of renewable energy. For additional information on Suburban Propane, please visit www.suburbanpropane.com. Latest Previous News: PR Newswire Going Green: Suburban Propane Partners, L.P. Collaborates with U-Haul to Offer Renewable Propane in California October 5, 2021 WHIPPANY, N.J., Oct. 5, 2021 /PRNewswire/ -- Suburban Propane Partners, L.P. (NYSE:SPH), a nationwide distributor of propane, fuel oil and related products and services, as well as a marketer of natural gas and electricity and an investor in low-carbon fuel alternatives, is pleased to announce the extension of its 2020 agreement with U-Haul® to provide eco-friendly, renewable propane in California. Renewable propane, used to power over-the-road vehicles and forklifts, offers extremely low carbon emissions and is made using renewable resources; including certain biomass feedstocks.Renewable propane possesses lower carbon intensity than traditional propane, with no change in performance and handling. When compared to gasoline and diesel, propane and renewable propane can significantly reduce harmful contributors to greenhouse gases. "We are so pleased to continue our relationship with U-Haul to supply renewable propane in the state of California, further supporting our collective efforts to lower carbon emissions in the state," said Nandini Sankara, Spokesperson, Suburban Propane. "As the U.S. adopts more stringent policies to reduce greenhouse gases and lower the nation's carbon footprint, Suburban Propane is dedicated to providing innovative solutions and products to meet evolving needs." This arrangement with U-Haul is part of Suburban Propane's "Go Green with Suburban Propane" initiative, which focuses on the company's commitment to advocating for the clean burning attributes of propane in the transition to a sustainable energy future and to investing in innovative solutions to pave the way to zero-carbon emissions. "I am proud that U-Haul is able to offer renewable propane to our customers in California and I look forward to continued growth across the country in the future," said Dwight Farr, Propane Program Manager, U-Haul. "It's exciting to offer an alternative energy source which has a lower carbon intensity score than the majority of the country's energy grid. At U-Haul we are continually growing our sustainability initiatives and, by offering renewable propane to our customers, we are doing our part to better the environment in the world we live in." ----------- Comment: Guess I should add it to my watch list and do the complete analysis "again" [this coming weekend]. --- Day's Range 15.50 - 15.65... Disclosure: Some of us do not currently have any SPH in our current portfolio's.... Live Long and Prosper....
|
|
|
Post by xray on Oct 13, 2021 11:05:25 GMT
HESM News: Business Wire Hess Midstream LP Schedules Earnings Release Conference CallTue, October 12, 2021, 4:15 PM In this article: HESM +2.10% HOUSTON, October 12, 2021--(BUSINESS WIRE)--Hess Midstream LP (NYSE: HESM) ("Hess Midstream") announced today that it will hold a conference call on Wednesday, October 27, 2021 at 12:00 p.m. Eastern Time to discuss its third quarter 2021 earnings release.To phone into the conference call, parties in the United States should dial 866-395-9624 and enter the passcode 5876316 after 11:45 a.m. Outside the United States, parties should dial 213-660-0871 and enter the passcode 5876316. This conference call will also be accessible by webcast (audio only) on Hess Midstream’s website at www.hessmidstream.com. A replay of the conference call will be available from October 27, 2021 through November 11, 2021, by dialing 855-859-2056 and entering the passcode 5876316. Outside the United States, parties should dial 404-537-3406 and enter the passcode 5876316. About Hess Midstream Hess Midstream is a fee-based, growth-oriented, midstream company that owns, operates, develops and acquires a diverse set of midstream assets to provide services to Hess and third-party customers. Hess Midstream owns oil, gas and produced water handling assets that are primarily located in the Bakken and Three Forks Shale plays in the Williston Basin area of North Dakota. More information is available at www.hessmidstream.com. ---------- Comment: HESM MktPrc closed @ 26.72 yesterday [up +0.63 from COB Friday].... Disclosure: Some of us currently have HESS in our portfolio's.... Interesting reporting this morning on "women" investors: Women are better investors because of their holding a security longer.... Live Long and Prosper....
|
|
|
Post by richardsok on Oct 13, 2021 23:41:44 GMT
SPH: back of envelope notes. PE 10 Yield 8.3% evidently dividend well covered. TIPRanks score 7 of 10 M* HOLD Finviz: next yr earnings, approx the same (however finviz also mentions NEXT quarter should show a .67 loss ??) Big stock fall-off event was March 2020, since then price has been very solid within a tight range. I might consider this a "buy on dip" candidate for long term income. Distributing propane to rural and distant suburban homes would be a very stable business, I would imagine.
FWIW
|
|
|
Post by xray on Oct 14, 2021 14:40:20 GMT
richardsok, I have always liked SPH [and have had many conversations with them over many years now] but my computer systems keeps giving them negative numb3rs and has prevented me from adding them to my watch list. Preliminary "look see" evaluation again this morning tells me to "pass" and I guess I will have to listen [away from my emotional thinking].... Live Long and Prosper....
|
|
|
Post by richardsok on Oct 14, 2021 15:07:07 GMT
We'll see, X ! Good hunting elsewhere.
Bought small opening position in HYMB. After a long, steady slide, it may be finding some POSSIBLE support right here.
|
|
|
Post by cactusjack on Oct 14, 2021 19:59:24 GMT
Made several small adds today. Added to VUG and SCHG to increase my tech allocation. Added to IGR and ETO due to promising charts and added income.
|
|
mrc
Lieutenant
Posts: 104
|
Post by mrc on Oct 14, 2021 21:44:54 GMT
Sold PVCMX and TMSRX with the thought that I can put funds into better investment opportunities. Time will tell if I am able to do that.
|
|
|
Post by richardsok on Oct 15, 2021 1:27:40 GMT
Added to HGLB before the close.
|
|
|
Post by richardsok on Oct 15, 2021 16:22:46 GMT
Another good day. Everything I read reports China is determined to lock in future supplies of energy. Ergo --
Sold JSD after the XD in the Roth for small gain and bought DLNGpB . (I already own the "A" preferred.) Am usually reluctant to take a large preferred position in a company that pays no dividend on the common, but the company is indeed profitable and I think should have no quibbles about paying the preferreds. (Common has TipRanks score 8 out of 10.)
In the IRA, added to USAC. Owns semi-mobile compression pumps which it leases out to MLPs to keep the gas and crude flowing where needed. Also quite profitable. (Scores 7 out of 10.)
Both companies have significant ex divs ahead soon.
|
|
|
Post by rhythmmethod on Oct 15, 2021 18:29:12 GMT
Threw a couple logs on the PTY cord. Same reason as before. Cash coming in creating future cash.
|
|
|
Post by xray on Oct 15, 2021 20:26:10 GMT
CAPL News: CrossAmerica Partners Fri, October 15, 2021, 6:45 AM CAPL +1.93% Allentown, Oct. 15, 2021 (GLOBE NEWSWIRE) -- CrossAmerica Partners to Announce Third Quarter 2021 Earnings Results on November 8ALLENTOWN, PA, October 15, 2021 – CrossAmerica Partners LP (NYSE: CAPL) today announced that it will release its third quarter 2021 results after the market closes on Monday, November 8, 2021. In conjunction with the news release, management will host a conference call on Tuesday, November 9, at 9:00 a.m. Eastern Time.The conference call numbers are 800-774-6070 or 630-691-2753 and the passcode for both is 8674133#. A live audio webcast of the conference call and the related earnings materials, including reconciliations of any non-GAAP financial measures to GAAP financial measures and any other applicable disclosures, will be available on that same day on the investor section of the CrossAmerica website (www.crossamericapartners.com). To listen to the audio webcast, go to caplp.gcs-web.com/webcasts-presentations. ---------- Live Long and Prosper....
|
|
|
Post by cactusjack on Oct 15, 2021 20:48:20 GMT
Small adds to ENB and ERF. Canadian energy has been good of late, so I am doing a bit of pyramiding.
|
|
|
Post by rhythmmethod on Oct 18, 2021 14:43:56 GMT
Using some hard earned cash to buy some more income in the form of PTY @18.00. A few more buys and I'll be full up with that holding.
|
|
|
Post by richardsok on Oct 18, 2021 18:25:58 GMT
Saw GPM down sharply at the open. Sold half my position in the first minute. Has dropped somewhat since then, but is now firm. Someone must have unloaded a big block. No idea why.
|
|
|
Post by xray on Oct 18, 2021 18:32:32 GMT
richardsok, Your: Saw GPM down sharply at the open. Sold half my position in the first minute. Has dropped somewhat since then, but is now firm. Someone must have unloaded a big block. No idea why. Please read my comments in the CEF section under GPM [merging into GOF and special dividend declaration]. Downturn was expected today ....
Live Long and Prosper....
|
|
|
Post by richardsok on Oct 18, 2021 21:02:08 GMT
richardsok , Your: Saw GPM down sharply at the open. Sold half my position in the first minute. Has dropped somewhat since then, but is now firm. Someone must have unloaded a big block. No idea why. Please read my comments in the CEF section under GPM [merging into GOF and special dividend declaration]. Downturn was expected today ....
Live Long and Prosper.... You're right. Just spotted the special dividend. The XD appeared as an event on my chart but not yet on the fund summary. Feel better now. Don't know why I forgot yr earlier post.
|
|
|
Post by chang on Oct 19, 2021 8:23:21 GMT
|
|
|
Post by chang on Oct 19, 2021 8:27:44 GMT
I initiated a position in Vanguard PRIMECAP Fund (VPMCX). The fund has a low expense ratio, very low turnover, a long-tenured management team, and good long-term performance. Fine fund, I owned it for many years in my employer's 401k. Alas I did not rebuy it after I rolled the 401k over, and I see that it is doing considerably better than its sibling VHCAX, which I own in taxable and tax-deferred. Cap. Opp.'s midcap holdings have probably hurt it.
|
|
|
Post by richardsok on Oct 19, 2021 13:56:56 GMT
Added again to ETO shortly after the open. Signals continue trending strong and steady. SZC may be tiring. Taking gains on 1/3 my position in Roth. Stealth takeover of foreign energy interests in Mexico may just be starting, but Houston papers are the only ones I find really covering the story. www.houstonchronicle.com/business/energy/article/In-Mexico-U-S-energy-firms-face-a-slow-15797500.php----------- UPDATE, 3 PM. Some more signals weakening in MLP energy (by no means all of them). Probably just temporary halt in a few bullish trends, but realized gains in half my positions in PBFX and GER.
|
|
|
Post by cactusjack on Oct 19, 2021 20:25:20 GMT
Small adds to ETO, UTG, and THQ. All charts are showing signs of strength, dividends are good on all.
SFL had a nice pop today, though I don't know the cause. Didn't add, since I have as much as my risk tolerance will bear.
|
|
|
Post by Chahta on Oct 19, 2021 22:49:24 GMT
Bought a slice of MWFLX (BL fund) to play the possible scenario of FED rate hikes which are gonna need to happen in my opinion. Besides ST bonds are dead now with rising rates. Might as well get more yield.
|
|