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To: E_K_S who wrote (45875)1/20/2012 12:50:52 PM
From: Grommit   of 51615
 
CDR -- sold some. had a nice run from my december purchase and posting at $3.48. too bad i only bought a little of the common. I also sold some COR, and DLR, but sill hold plenty.

bought more CDR-A preferred, which is still paying 8.8%.
also bought small amount of PAAS today. why not?

finance.yahoo.com 
finance.yahoo.com 

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To: Grommit who wrote (46261)1/20/2012 1:30:04 PM
From: E_K_S   of 51615
 
Grommit -

Excellent pick w/ CDR almost hit $5.00 today. I have looked at both my COR and DLR and will stay with them until dividend yields drop below 3%. You continue to be correct in that this sector is really growing and even INTC confirmed that in their CC. They see the continued build out of cloud computing centers.

DLR with their 4% yield and double digit growth (for me) is a good combination. The one caveat is a significant market correction will make these even better plays. Luckily I have a pretty good cost basis in both of these when the last correction hit.

EKS

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To: E_K_S who wrote (46215)1/20/2012 2:44:47 PM
From: E_K_S1 Recommendation   of 51615
 

PP&L Corporation Common Stock (NYSE: PPL) - GN = $ 33.39 5.1% dividend yield
Intel Corporation (INTC) - GN = $21.64 3.3% dividend yield
Kimberly-Clark Corporation Comm (NYSE: KMB) - GN = $ 35.23 3.8% dividend yield

Upped my PPL shares to start a position in my taxable account. Peeled off a few shares of INTC and KMB to fund the trade. Should net a higher dividend payment and the potential for a better future capital gain. Will be loading up on INTC shares at $21.00/share or lower. I am currently at a 33% position from my high on INTC with my last Buys in 9/2009 around $19.50. KMB selling near it's all time high and now trading 215% above it's Graham Number and the dividend yield falling below 4%, it's time to peel off a few shares (a 20% position reduction).

EKS

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To: E_K_S who wrote (46263)1/20/2012 3:12:08 PM
From: Paul Senior   of 51615
 
Fwiw, also added to PPL today --just a little. And UGI.

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To: Spekulatius who wrote (46260)1/20/2012 3:32:18 PM
From: gizwick   of 51615
 
Icahn's only a pawn in all of this, otherwise they certainly would have gone after his deep pockets. Sure he failed in his attempt to take over the company but last I heard that is not a crime.

Katy Sullivan, a Dynegy spokeswoman, said the company is reviewing the complaint and does not comment on litigation. Icahn did not immediately respond to a request for comment. He is not a defendant in the case.

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To: Spekulatius who wrote (46256)1/20/2012 3:34:07 PM
From: Madharry   of 51615
 
this is strictly anecdotal. we have owned a hyundai elantra hatchback since about 2002 the car performed great for about 100,000 miles or so and then problems began. the worst of which was corrosion in parts connecting the wheel to the axle which caused it to rust through to the point where i briefly lost control of the car. Had it happened on an expressway a tragedy could have ensued. I wrote a nasty letter to the company and they covered my repair costs but did not issue a formal recall untill several months later. then this year after about 130,000 miles I have had major expenditures starting with front struts etc then later some oil leak which destroyed the alternator and then the battery. Now after 150,000 miles im told i need new rear struts and swingway, the hydraulics on the trunk are shot and there are no aftermarket parts im told. there is rust in the rear and at this point I am reluctant to put any more money into it. so my experience says the hyundai are good for 130-150,000 miles but i know people with toyotas and subarus who are driving them with 200,000 + miles. Also as i said before had i lost control of the car on the expressway you might not have heard from me again. Now I live in the northeast with lots of exposure to the elements and salt in the roads, and potholes.
My in-laws in arizona have a sonata and after 6 years it still drives like a new car.

I guess i am in the market for a new/used car. are other car is a prius, which is not that much fun to drive but the gas milage is pretty good and so far no problems after 85,000 miles. So right now my inclination would be to spring for a toyata as opposed to a hyundai if the price differential is $2,000 or less for the same car equivalent. Hatchbacks are pretty convenient so I might look for one of those again.

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To: E_K_S who wrote (46263)1/20/2012 3:42:51 PM
From: Spekulatius1 Recommendation   of 51615
 
re PPL - 40% of their 2011 earnings are from merchant energy and this sector is going to hurt in 2012 due to low NG prices. I think their regulated business alone makes only 1.6$ share , this is going to be up a little - let's say 1.7$/share. i think merchant energy earnings will be cut in half, which get's us to 2.2$/share.

Based on that, i would rate PPL a reasonable value but not a great one (FWIW, i think analysts are a little bit behind the 8-ball in terms of PPL earnings estimates and have not adjusted to the NG glut).

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To: Madharry who wrote (46266)1/20/2012 3:50:00 PM
From: Spekulatius   of 51615
 
The Hyundai's from 2002 are vastly different cars from what I am seeing now. I would not have bought a Hyundai back then, but i have no concerns about purchasing their cars right now. The fact that they give 100k warranty and Toyota/Honda do not alleviates a lot of concerns for me.

My concern with Hybrids is that the battery may fail after 7-8 years and/or that independent repair shops may not be able to provide services, which is going to cost thousands of $ in extra expenses: dealer shops are very expensive and i know an excellent Grease Monkey shop for plain vanilla cars that charges me <1/2 of what the same would cost with a dealer.

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To: gizwick who wrote (46265)1/20/2012 3:59:34 PM
From: Spekulatius   of 51615
 
Icahn was shuffling assets between the subs and the holding company, screwing the bondholders. You could even state that the bankruptcy was caused by his machinations.People have gone to jail for similar things. I think he influences the bankruptcy committee buy purchasing worthless stock to obtain votes. This is not illegal but it's morally objectionable.

I don't recall details but i found his earlier machinations very questionable too. My opinion is that he achieves his objectives on the back of others.

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To: Jurgis Bekepuris who wrote (46254)1/20/2012 5:38:40 PM
From: research1234   of 51615
 
My daughter bought a one year old Sonata last year, and still is very happy with it. I like it as well as my Camry, and the Sonata has been very reliable so far.

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