(05-21-2021, 01:09 AM)crimsonghost747 Wrote: I did mathematics.
These are the expected numbers after T does the spin-off thingy. (estimated mid-2022.
T's dividend will get a amazing looking -44% reduction, which would put it at $0.29 per Q. This is calculated with THEIR OWN guesstimate of free cash flow after the merger... and just to be clear they are expecting $7.5b of FCF to part into the new company and $20b to remain with T.

The new entity will not pay a dividend.

So long story short: $0.52 to ~ $0.29

(05-21-2021, 06:00 AM)Binary Wrote:

(05-21-2021, 01:09 AM)crimsonghost747 Wrote: I did mathematics.
These are the expected numbers after T does the spin-off thingy. (estimated mid-2022.
T's dividend will get a amazing looking -44% reduction, which would put it at $0.29 per Q. This is calculated with THEIR OWN guesstimate of free cash flow after the merger... and just to be clear they are expecting $7.5b of FCF to part into the new company and $20b to remain with T.

The new entity will not pay a dividend.

So long story short: $0.52 to ~ $0.29

Got similar numbers after doing the math. But! "The new entity will not pay a dividend." - I might have missed that at a certain point reading through corporate communications, but how do you know?

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure 

Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.     I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat   lol

I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90 

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  . I'm in to win it lol 

Are we having fun today 

(05-21-2021, 06:32 AM)ken-do-nim Wrote: I'll still be looking to buy the new entity; I think HBO MAX has a lot of promise.

****

Going to be starting a new strategy today in ROTH-land.  From now on, every day I will siphon just a little bit from the top 2-3 gainers, and move the money to the bottom 2-3 losers (or others that need rebalancing). Also I will continue to branch out from triples and add other growth stocks & etfs (such as this new HBO MAX company).  It's less than half the size of the taxable account so I don't want to have too many equities in there, but I'd like it to aim for more of a 50/50 balance between leveraged growth and standard growth.