Talking stocks, trading, and investing in general - Page 201
Wow.. marginally positive message, IMO:
- earnings beat is significantly positive (EPS of $0.22 beats by $0.13)
- revenue beat is positive (revenue of $2.73B beats by $70M)
- subscriber base dropped by 1MM (80 --> 79)
I think the market is going to react positively to this news.. sorry shorters!
bill ackman is destroying HLF.. I hope you got out at 30 as you mentioned.
He has a price target of $0.
I'm currently sitting on a nice stake of Philip Morris International. I've been a long time shareholder with them (10+ years), and am now at a crossroads on what to do with the potential cliff coming up. I'm not concerned about the growth of the stock itself, I'm just worried about what it will do to my dividends, and I don't know whether to pull out, secure my gains, and turn the money over to my financial planner, or to just do nothing and leave my shares untouched. Right now Philip Morris accounts for about half of my portfolio. The other half of my portfolio is pretty diversified and has been doing well. If you guys could chime in it would be great to hear a few different perspectives.
- Go for dividend yield? in fact most of my consumer staples were well off of their highs, so that was a nice options
- Go for share price appreciation with a smaller dividend - this is what I ultimately chose since my portfolio is heavily weighted in consider staples and I want to take more risk elsewhere.
- Share price appreciation with the possibility of an increase in the dividend. - there was only one option in this category for me and that was BAC, the upcoming results of the stress test are everything for this company at the moment, at least for the investors.
Anyone want to chime in on their decision making as of late? it may in fact shed a little light on how investors are reacting to the possible change in taxation.