News Blog

02-Sep-2014 DividendLab Newsletter

By Todd Johnson on 2-Sep-2014 6:58 am (today)AdvanceDL Newsletter,
Good morning. The markets have shrugged off the geo-political news. The markets continue to rise and rise. This works until it doesn’t work. In this issue I will cover Mr. John Fredriksen and Kinder Morgan Warrants: 1) Mr. John Fredriksen, and 2) Kinder Morgan Warrants. ... (more)

John Fredriksen – biography

By Todd Johnson on 2-Sep-2014 6:53 am (today)AdvanceDL Analysis,
Self-Made Billionaire with Controlling Interests in Shipping, Offshore Oil Rigs and Fish Farming; Strong Believer in Dividend Income John Fredriksen is a Norwegian-born, self-made billionaire (#49 on Bloomberg Billionaires) who rose from humble roots and made his first fortune in oil shipping, then used that as a launching pad into a host of other ventures such as offshore oil rigs and marine fish farming. Fredriksen has a net worth of about $16 billion (as of August 2014) primarily through equity stakes in at least fifteen publicly-traded companies that he founded or acquired. He is widely respected for his business acumen and influence in the marine and offshore sectors.... (more)

Kinder Morgan Warrants (KMI-WT) – Analysis

By Todd Johnson on 2-Sep-2014 6:52 am (today)AdvanceDL Analysis, ,
Offer Strong Leveraged Upside on Bullish KMI Growth Prospects Kinder Morgan warrants (NYSE: KMI-WT) offer a highly-attractive, low cost leveraged alternative to Kinder Morgan shares (NYSE: KMI), with significantly more upside for the same level of investment and holding period, with comparable levels of risk. Warrants carry substantial anti-dilution provisions that protect shareholders from a loss in warrant value. Moreover, Kinder Morgan's aggressive warrant buyback program has also boosted warrant value (so far, Kinder Morgan has bought back about 40% of previously issued warrants, with more buybacks expected to follow).... (more)

28-Aug-2014 Option rolls

By Todd Johnson on 28-Aug-2014 13:04 pm (5 days ago)BigDeaL Alert
Hello all, Trades - option rolls for this week are listed below. As we sent the most important BigDeaL trades and portfolio changes earlier today, so the list contains standard rolls without significant changes. ... (more)

Dividend Lab: 08.28.14 Adjustments

By Todd Johnson on 28-Aug-2014 9:01 am (5 days ago)AdvanceDL Alert
08.28.14 Good morning, Here are a couple of hedges for the Dividend Lab portfolio. I am raising the Russell 2000 Protective Put Strike to $115, October expiration. I am selling part of... (more)

Option Group Dividend lab: A Few Bullish Additions, 08.28.14

By Todd Johnson on 28-Aug-2014 6:59 am (5 days ago)BigDeaL Alert
08.28.14 Hi Folks, I have a few bullish trades to add to our portfolio. 1. $GILD: Addition to OTM Call Net $6,500-Debit.  2. Celgene $CELG Net $3,130-Debit  3.... (more)

Dividend Lab: Phillip Goldstein Sells Out $ETJ at Bulldog Investors

By Todd Johnson on 27-Aug-2014 2:52 am (7 days ago)AdvanceDL Alert
August 27, 2014 Good morning, I want to share a few updates on a SPAC, closed end funds, and $ETJ.  $WLRH: a Special-Purpose Acquisition Company (SPAC). These SPAC's have two year... (more)

5 trades for the week

By Todd Johnson on 27-Aug-2014 2:28 am (7 days ago)AdvanceDL Alert
Hello all, The rest of the trades for the week follows. We adjust our hedges and close some positions.   ... (more)

AIG Warrants (AIG-WT) – Analysis

By Todd Johnson on 26-Aug-2014 7:56 am (1 week ago)AdvanceDL Analysis, ,
AIG Warrants Offer More Attractive ROI than Common Shares and Offer Anti-Dilution Provisions On January 6, 2011, American International Group (NYSE: AIG) issued warrants (NYSE: AIG-WT) to AIG shareholders (of record January 13, 2011) in lieu of cash dividends. Each AIG common share received 0.533933 warrants. The warrants have a 10-year term and expire at 5 p.m. Eastern Standard Time on January 19, 2021 (the warrant's expiry date). Each warrant gives its holder the right to buy one AIG common share for $45 (the exercise price), anytime through the expiry date and time. Think of this warrant as a long-term call option on AIG shares with a strike price of $45 and a January 2021 expiry date.... (more)

25-Aug-2014 DividendLab Newsletter

By Todd Johnson on 25-Aug-2014 19:59 pm (1 week ago)AdvanceDL Newsletter, ,
Good morning. The markets have been going straight up. I have to admit the U.S. markets sound better than the other investing alternatives. I want to highlight the best, in my view, stocks. In this issue I cover the AIG-Warrant $AIG-WT. ... (more)

21-Aug-2014 Option rolls

By Todd Johnson on 21-Aug-2014 11:46 am (2 weeks ago)BigDeaL Alert
Hello all, regular Thursday option rolls list follows. Today we perform standard weekly rolls without extra buys / sells / ratio changes. Expect a couple of new BigDeaL trades during Friday. Regards, Alex. ... (more)

DividendLab portfolio: TLT and TBT positions

By Todd Johnson on 18-Aug-2014 10:11 am (2 weeks ago)AdvanceDL Alert, ,
Hello all, We decided to close our TLT and TBT positions for DividendLab portfolio. TLT and TBT are securities used to profit from interest rate movements. We will keep such trades only on BigDeaL side. ... (more)

18-Aug-2014 DividendLab Newsletter

By Todd Johnson on 18-Aug-2014 8:45 am (2 weeks ago)AdvanceDL Newsletter,
Good morning. Geo-political risks continue to cause market swings. The market is selling at market highs. Income securities will have negative consequences if interest rates go down. I’m trying to ensure our portfolio has hedges in place, offers income opportunities, and a presence in blue chip growth names. In this issue I cover Kinder Morgan $KMI. ... (more)

Kinder Morgan Inc. (KMI) Consolidation – Analysis

By Todd Johnson on 18-Aug-2014 5:04 am (2 weeks ago)AdvanceDL Acquisition, Analysis, MLP, , , ,
In Bold Move, Kinder Morgan Inc. Plans to Consolidate All Kinder Morgan Assets under One Public Company, Increase Dividends and Become Largest Energy Infrastructure Player On August 10, 2014, Kinder Morgan Inc. (NYSE: KMI) announced plans to consolidate all of its assets under the parent entity. Accordingly, Kinder Morgan Inc. will acquire all of the outstanding common units/shares of El Paso Pipeline Partners LP (EPB), Kinder Morgan Management LLC (NYSE: KMR) and Kinder Morgan Energy Partners LP (NYSE: KMP) in a cash and equity swap worth $71 billion. This acquisition will dismantle all MLP structures, eliminate Incentive Distribution Rights (IDRs) and allow parent KMI to increase annual dividends to $2 per share and deliver 10% annual dividend growth over the 2015-2020 five year period with cash flow significantly above dividend payouts (for a high dividend coverage ratio).... (more)

Dividend Lab Big Deal: August 14th, 2014 – Closing $MNST

By Todd Johnson on 15-Aug-2014 1:27 am (3 weeks ago)AdvanceDL Alert
August 14th, 2014 Good evening everyone, Let's close the Monster Beverage,option position . Our position was: Coca-Cola Buys Stake in Monster Beverage Coke to Pay $2.15 Billion for 16.7%... (more)

14-Aug-2014 Option Rolls – part 2 of 2

By Todd Johnson on 14-Aug-2014 10:13 am (3 weeks ago)BigDeaL Alert
Hello all, Second part of option rolls follows. Highlights: SWKS: close TMO: adding to position Regards, Alex. ... (more)

14-Aug-2014 Option Rolls – part 1 of 2

By Todd Johnson on 14-Aug-2014 4:39 am (3 weeks ago)BigDeaL Alert
Hi all, today we roll weeklies + monthly options. This is the first part, trades #1 to #23. The second part will be send later, on Thursday afternoon. Highlights: AZO, FB, GILD: adjustment CNQ: adding to position We also made an adjustments in ratios for several positions. Please read our comments below. Regards, Alex. ... (more)

Dividend Lab: Good News + Trade; 08.13.14

By Todd Johnson on 13-Aug-2014 21:16 pm (3 weeks ago)AdvanceDL Alert
August 13th, 2014 Hi Folks, I have one trade - caused by the $KMI consolidating $KMR and $KMP. This is a long-term hold with quality assets. Knowing how Mr. Kinder treated prior shareh... (more)

11-Aug-2014 DividendLab Newsletter

By Todd Johnson on 11-Aug-2014 7:24 am (3 weeks ago)AdvanceDL Newsletter,
Good morning, I added dividend growth stocks. The geo-political risk added uncertainty to the market. Ebola, Russia-Ukraine, and Israel-Hamas offer risk to the market. As the market is selling at market highs, due to these reasons, I have tried to add income securities to provide incoming cash flow. In this issue I cover Hoegh LNG Partners (HMLP). ... (more)

Hoegh LNG Partners LP IPO (NYSE: HMLP)

By Todd Johnson on 11-Aug-2014 3:43 am (3 weeks ago)AdvanceDL Analysis, IPO,
Niche MLP Focused on Natural Gas Floating Storage and Regasification Units; Strong Dropdown Growth Potential and Experienced Sponsor Hoegh LNG Partners LP (NYSE: HMLP; hereinafter "Hoegh MLP") was a spinoff from parent/sponsor Hoegh LNG Holdings Ltd. (Hoegh LNG) as a master limited partnership (MLP). Hoegh MLP will initially own three Natural Gas Floating Storage and Regasification Units (FSRUs) that have an average remaining contract term of 17 years, with steady predictable revenue and cash flow that is ideally suited to deliver quarterly distributions in an MLP format. Over time, Hoegh MLP will receive additional FSRU dropdowns and could also receive the parent's LNG transportation and liquefaction units. Under an omnibus agreement, Hoegh has the right to purchase any of its sponsors floating assets that are under a charter of five or more years.... (more)

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