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This should get more attention than it is

This should get more attention than it is

https://www.bloomberg.com/news/articles/2018-02-21/apple-is-said-to-negotiate-buying-cobalt-direct-from-miners  Apple is one of the best tech companies when it comes to supply chain risk mitigation … this should be considered a very important canary starting to sing a different tune.

OHI – My Problem Child REIT

OHI – My Problem Child REIT

OHI is in trouble both, i believe, as a business and as a stock.  My total position is small relative to my historical holdings at <350 shares.  Two posts in the last 24-48 hours suggest that i am not the only one with this problem child. Hoya Capital – https://seekingalpha.com/article/4127081-healthcare-reits-sick Williams Equity – https://seekingalpha.com/article/4127095-battle-bleeding-titans-part-1-omega-healthcare-vs-tanger-factory-outlet-centers-inc Both of these articles are well researched and detailed about OHI and the market segment challenges and opportunities.  I have NOT changed my mind, however.  LTC will remain…

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Low cost Toronto Weed Stocks

Low cost Toronto Weed Stocks

I bought a couple Toronto weed stocks last month and am looking to expand positions as entry points allow … TWMJF, APHQF and ACBFF were the target set.  I have small positions in TWMJF and APHQF (after reducing both by 50% after >25% gains in last 30 days). I looked at APHQF and ACBFF as possibles due to the lower prices … i took Yahoo Finance numbers for annual financials … looking at these numbers at face value there is…

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More Q3 Quarterly 2017 Reviews

More Q3 Quarterly 2017 Reviews

Last night i read thru 3 earnings conference call transcripts:  HASI, FIT and BEP HASI … debt strategy and their willingness to take on that strategy was positive and well articulated.  No change to my positions (mid-point positions in both taxable and non-taxed portfolios) … will, however, add to positions if entry point lowers FIT … seemed to me there was a bunch of hand waving (old corporate saying for we do not have much positive news to talk about…

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UMPQ Q3 2017 Quarterly Review

UMPQ Q3 2017 Quarterly Review

UMPQ is ~3% of my taxable portfolio, with a cost basis around $12.  Their recent quarterly report, conference call and slides can be found here. What i liked: less discussion on rearview mirror and more discussion of 3 year strategy and included 2 rate scenarios within the strategy exiting the car loan business and rational reasons for doing so talking about their employees and how the strategy evolution impacts them and what the company is doing about that What i…

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DSW Day Trade – warm weather

DSW Day Trade – warm weather

Ok … DSW … i traded this stock several times in the last 6 months, and i could not resist doing it again today … the stock dropped multiple times in last 5 days and this morning it dropped again(big) supposedly based on 1 analyst saying that warm weather decreased demand for boots, so DSW was downgraded.  You gotta be kidding me … right? So i bought a very small position at $17.80, and sold it later for $18.50 ……

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OHI 3 Quarter

OHI 3 Quarter

Another bruising quarterly report for OHI who continues to struggle with operator profitability and the SNF industry in general (IMHO) … i was seriously considering rebuilding my position and was carefully reading the earnings report / conference call … here is my post to Seeking Alpha this morning connected to Brad Thomas’ post on OHI report https://seekingalpha.com/article/4118906-just-another-day-paradise-omega-healthcare I was seriously thinking of adding to my OHI position which i have reduced to about 25% of its early 2017 size, but ……

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GE Commentary

GE Commentary

Here is one of the better commentaries on GE that i have read recently.  While the actionable advise is no better / worse than others and the author comes clean on the … GE is big, messy and intentionally financially confusing, so ultimately investors are going to have to go w/ their gut … i agree but i really liked the use of scenarios and the ability to talk thru assumptions and drivers in the model rather than just navel…

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JNJ Quarterly Earnings

JNJ Quarterly Earnings

The Sources Analyst Call Transcript https://seekingalpha.com/article/4114087-johnson-and-johnson-jnj-q3-2017-results-earnings-call-transcript Company Slides https://seekingalpha.com/article/4113959-johnson-and-johnson-2017-q3-results-earnings-call-slides Press Release https://seekingalpha.com/pr/16970057-johnson-and-johnson-reports-2017-third-quarter-results 8K filed https://seekingalpha.com/filing/3729577 Interesting Points A $0.08 cent swing to earnings estimates from July based on currency valuations, especially Euro:  “If currency exchange rates for all of 2017 were to remain where they were as of last week that our reported adjusted EPS would be favorably impacted by $0.03 due to currency movements and this is an improvement from the negative impact of $0.05 in our previous guidance.” The reported confidence in…

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Small Trades

Small Trades

Two small trades surfaced this week … one i like and the other is like playing 1 hand of 21.  PEGI is the former and FIT is the latter. PEGI announced that the recent natural disasters would impact their demand but committed to keeping distributions as promised.  The market dumped the stock as if this was some kind of BIG surprise.  Really? … i grabbed a bit in IRA as this is one of my favorite sustainable energy income plays…

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