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What Did You Buy Today?
(03-29-2016, 09:13 PM)Dividendsrule Wrote: Thanks for the push on DIS and BP.

BP's new wind farms in the US are interesting. I like pivots to energy diversification.

This is one of the reasons I feel the supermajors are safe in the long run if people try to shift away from using oil.  Any new energy technology, whether it's solar, wind, natgas, will be spearheaded by the large energy companies.  They'll either develop the new technology or they will buy it outright.
WFC and UNP
(03-31-2016, 01:15 PM)rapidacid Wrote:
(03-27-2016, 04:54 PM)Dividendsrule Wrote: Simply put, their price assumptions when they announced the deal were higher (i.e. they thought oil would be higher than it is now). But, I'm still happy with the pivot to natural gas. Good to have a nice foothold as the boom comes on.

Can you expand on this please?

Sure Rapidacid, 

A simple catalyst here, 30% of the US energy grid runs on coal. Now that coal is basically becoming illegal, you need to fill the gap with something. Natural gas seems to be where many grids are going, along with renewables of course. But natural gas seems to be a bigger chunk of it, and the majors are getting behind it as well. 

More granularly, enjoy this article
http://seekingalpha.com/article/3707626-...gas-prices

and this short video, brand spanking new, from Bloomberg

http://www.bloomberg.com/news/videos/201...g-squeezed
(04-07-2016, 09:26 PM)Dividendsrule Wrote:
(03-31-2016, 01:15 PM)rapidacid Wrote:
(03-27-2016, 04:54 PM)Dividendsrule Wrote: Simply put, their price assumptions when they announced the deal were higher (i.e. they thought oil would be higher than it is now). But, I'm still happy with the pivot to natural gas. Good to have a nice foothold as the boom comes on.

Can you expand on this please?

Sure Rapidacid, 

A simple catalyst here, 30% of the US energy grid runs on coal. Now that coal is basically becoming illegal, you need to fill the gap with something. Natural gas seems to be where many grids are going, along with renewables of course. But natural gas seems to be a bigger chunk of it, and the majors are getting behind it as well. 

More granularly, enjoy this article
http://seekingalpha.com/article/3707626-...gas-prices

and this short video, brand spanking new, from Bloomberg

http://www.bloomberg.com/news/videos/201...g-squeezed

This one is interesting too http://seekingalpha.com/article/3833296-...ply-crisis
Great. Thanks for the followup.

(03-03-2016, 10:28 AM)EricL Wrote: Not a DGI stock, but I did add to my WLL position last week and again yesterday.

Update.

Bought WLL at $3.80 and $4.75 about 5-6 weeks ago and it's now hitting close to $11.

Gotta love the oil market!
My website: DGI For The DIY
Also on: Facebook - Twitter - Seeking Alpha
(04-12-2016, 10:38 PM)portalpair Wrote: I haven't bought something yet. I'm still in the process of analyzing the market on what really to consider.

STX looks to be a good buy down here now after the sell of . Pays a .63 dividend as well.
Today, I added to my positions of AAPL, CSCO, INTC, VIAB (missed out on yesterday's low), NRZ, QCOM

Started a small position with EMR
Sold HDV (high div ETF)

Bought OHI and added to QCOM
I know it's around the ATH price but I grabbed some more HON. Pretty good report today so I feel it's ok to add a bit even at these prices.

Also a tiny tiny buy in CIBC (reinvested dividends)
Today might be the day I nibble SBUX... let's see if it hits $56! I have an open order for 40 (new position).
Added to positions in ADM and EMR




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