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   Technology StocksKMI- a fallen high dividend yielder - for how long?


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To: E_K_S who wrote (86)4/22/2020 11:48:30 PM
From: robert b furman
   of 159
 
Solid free cash flow and megatrend supports what they do in the long run.

Natural gas equals clean electrical generation and the price of NG is cheap to low.

Bob

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To: robert b furman who wrote (87)4/23/2020 4:18:48 PM
From: gypsees
   of 159
 
I liked this company very much and had it on my short list. But it was included in an article that questioned some companies being able to survive the current environment due to having too much debt. After reading that I removed it from my list. There were a few other companies on that list that I used to trade 20 years ago in the 30's and higher and they were both sub 1.00. Very sad.

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To: gypsees who wrote (88)4/23/2020 5:10:05 PM
From: robert b furman
5 Recommendations   of 159
 
Hi Gypsees,

I'v had KMI a long time and "got kindered" with the dividend decline years ago.

Since then I've averaged down. (along with E_K_S) - we're kind of the lonely regulars here.

For several years the dividend was substantially reduced and KMI has maintained strong cash flow.

Additionally they did some big deals like selling the transmountain pipeline to the government of Canada.

That reduced their debt by several billions.

Bottom line I like how management owns a LOT of shares and have recently added to their positions.

Bottomline : KMI's pipelines in and around Texas have dialed in very long term natural gas transportation opportunity. Their partners with XOM,CVX and the Saudi's plastics and refineries will be on going longer than I will be alive. Their export alliances with Gulf of Mexico deep water ports for both oil and LNG

There are very long term megatrends regarding natural gas electrical generation and exporting of gas and oil to Mexico. These are dynamic and long term growth businesses.

I know some analysts don't think KMI has a big moat. I disagree. The fact that they have easements and can double their capacity without all of the red tape a new pipeline must endure should be considered a formidable moat IMO.

Some may be upset with the 5 cent increase vs the hoped for 25 cent increase. I'll just accept the 5% dividend increase (which is solid in anyone's book) and have quiet expectations that the next 2-5 years will be very nice dividend growth rates.

This one is going down as a super star when it comes to it's dividend cagr .

Good to have a new poster here.

Natural gas has been the key to the US being the only country out there with a reduced carbon footprint. I suspect it will be a very long trend.

Bob

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To: robert b furman who wrote (89)5/1/2020 4:36:24 PM
From: gypsees
   of 159
 
Thanks Bob. Turns out I should not have paid much attention to that list. I took all my favorites I had been watching off based on that article and ALL of them went up without me. Some by several points! I know better than to listen to analysts but I guess after 20 years of not trading I needed a refresher course..lol.. I ended up buying DHT today on the pull back. May get stopped out Monday but for now, I am in :) Thanks for the good input!

Robyn

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To: gypsees who wrote (90)5/1/2020 9:24:07 PM
From: robert b furman
   of 159
 
Hi Gypsees,

Tough day for going up - last two days.

I'm watching till at least tuesday/wednesday.

Breathe in breathe out.

Time for a retrace after one heck of a bounce.

Good to have you posting!

Bob

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To: robert b furman who wrote (91)5/1/2020 9:48:03 PM
From: gypsees
   of 159
 
I am holding 2 stocks over. One was an impulse buy but a real cheapie but I do like it..lol.. AYTU. The other is the DHT. I'm not hoping to hold either very long. If I had more money I'd probably hang on to the AYTU but I only just started trading again after a 20 year break and I only have a very small account so I'm not set up to "invest". :)

I have a "feeling" we may see more downside Monday but I don't know for sure. And IF we do, whether or not it is a buying opportunity remains to be seen. I plan to have several options for going long IF there are any that look like decent risk/reward. Good luck to us all next week!!

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To: gypsees who wrote (92)5/1/2020 10:03:36 PM
From: robert b furman
   of 159
 
WWW is wednesday.

I'm thinking down into tuesday, wednesday at the latest. Then a nice bounce.

Clx is flip flopping till then.

2 cs turned down today. Breathe in breathe out. Its been up strong , so time for a retrace.

I sold some T $27.00 puts today. July's and September's.

If assigned they yield 8 %.

Better than a bank pays.

Bob

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To: robert b furman who wrote (93)5/1/2020 10:18:18 PM
From: gypsees
   of 159
 
No kidding banks pay diddly squat these days. Less than 3% I think. So anything above that is doing good..lol.. Good luck on your puts!

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To: gypsees who wrote (94)5/1/2020 10:19:52 PM
From: robert b furman
   of 159
 
Thanks!

Bob

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From: gypsees5/4/2020 8:01:59 PM
   of 159
 
So I got out of DHT with a small profit. I just got nervous holding ahead of earnings tomorrow. Even a small profit is better than a loss so I will take it..lol.. I have my cheap position still but so far is holding above yesterday's low. Yippee!

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