News Blog

29-Sep-2014 DividendLab Newsletter

By Todd Johnson on 29-Sep-2014 11:04 am (2 days ago)AdvanceDL Newsletter, ,
Good morning. There are quite a few subtle changes occurring in the investing world. One example, when will interest rates rise, takes on a life of its own and has a different opinion for every investor. This factor is key to pricing any given stock. In this issue I discuss 1) Iron Mountain, Inc. (IRM), and 2) Collectors Universe, Inc. (CLCT).... (more)

Iron Mountain, Inc. (IRM) – Analysis

By Todd Johnson on 29-Sep-2014 4:33 am (2 days ago)AdvanceDL Analysis, REIT,
Converts to a REIT, Increases Cash Distributions 76%, Shares Under-Valued Relative to Peers Iron Mountain, Inc. (IRM) is a global provider of information and data management services to a wide range of industries, and derives its revenues from records management, data management and document shredding. In June 2014, the company received IRS approval to convert to a REIT and subsequently raised dividends 76% for a 6% annualized yield. Iron Mountain is uniquely positioned to create value through its operating model and real-estate strategy, with a brand, global presence and competitive advantage that delivers long-term value and business trends that support stable growth. Over the long run, management expects to deliver total shareholder returns of 8% to 9% through earnings growth and dividends.... (more)

Collectors Universe, Inc. (NASDAQ: CLCT) – Analysis

By Todd Johnson on 29-Sep-2014 3:31 am (2 days ago)AdvanceDL Analysis,
Growing Domestic and China Opportunity, Brand Leadership, Double-Digit Earnings Growth, 6.1% Yield, Debt-Free Balance Sheet and Recent Stock Price Dip Make Shares Compelling for Capital Appreciation and Income Seeking Investors Collectors Universe, Inc. (NASDAQ: CLCT) has a stated mission is to be "the gold standard for certification and quality assessment of vintage, rare and modern coins, trading cards, memorabilia and autographs worldwide." Over the past 15 years, Collectors Universe (CU) has delivered a 10.6% total annualized ROR compared to 3.8% for the S&P 500. This small-cap company offers a 6.1% dividend yield (as of 9/26/2014) with substantial dividend growth upside from compelling growth opportunities in the U.S., Europe, Hong Kong and China.... (more)

26-Sep-2014 Option rolls – part 2

By Alex Hebelka on 26-Sep-2014 13:15 pm (5 days ago)BigDeaL Alert
Hello all, there is a second part of our weekly rolls. Please focus on AAPL, INTC, and YHOO. ... (more)

25-Sep-2014 Option rolls – part 1

By Alex Hebelka on 25-Sep-2014 15:13 pm (5 days ago)BigDeaL Alert
Hello all, Tough day on the markets; however, we need to adjust our positions. According to the downturn, most of our short calls should expire worthless. We currently have only two ITM short call positions, GILD and ALXN. Let's adjust these. More importantly, we need to update our short puts on IWM and SPY for approx. $17k credit. ... (more)

22-Sep-2014 DividendLab Newsletter

By Todd Johnson on 22-Sep-2014 9:05 am (1 week ago)AdvanceDL Newsletter, ,
Good morning. The market continues higher but many worries continue to cause concern. In the issue I cover ValueLine (VALU) - dividend stock with zero debt on its balance sheets; and leading private equity company Kohlberg Kravis Roberts & Co. (KKR). ... (more)

Kohlberg, Kravis Roberts & Co. L.P. (NYSE: KKR) – Analysis

By Todd Johnson on 22-Sep-2014 2:13 am (1 week ago)AdvanceDL Analysis,
Units Offer 8% Distribution Yield, Trade at Significant Discount to Peers, Offer Solid 12-Month Capital Appreciation Potential Kohlberg, Kravis Roberts & Co. (NYSE: KKR) is the world's leading private equity (PE) firm and is largely credited with pioneering the private equity industry, which today is an integral component of global capital flows, value creation and economic growth. KKR has significant insider ownership and a strong focus on distribution growth with an 8% distribution yield that is well above its peers. At $22.55 (as of 9/19/2014), units appear under-valued and offer up to 70% upside over the next 12 months with 13 Wall Street analysts rating units a Buy or Strong Buy.... (more)

Value Line (NASDAQ: VALU) – Analysis

By Todd Johnson on 22-Sep-2014 2:04 am (1 week ago)AdvanceDL Analysis,
Strong Debt-Free Balance Sheet, 40% EPS Growth and Steady Dividends Offer Excellent Upside on Low-Risk Stock Value Line (NASDAQ: VALU) is a small-cap value play with a strong balance sheet, steady dividends and deep founding-family ownership (88%) which puts a floor on the stock and lowers volatility to some extent. At $15.12 (as of 9/19/2014), shares are up 25.7% year-to-date but are still down 72% from their pre-recession level of $54.48 in July 2007 and trade at a reasonable price-to-earnings ratio of 19.6x which is well below peer valuations and significantly below Q1 2015's 40% EPS growth. The company's 200-day Moving Average is rising which is a bullish indicator for shares.... (more)

18-Sep-2014 Option rolls

By Alex Hebelka on 18-Sep-2014 12:47 pm (2 weeks ago)BigDeaL Alert
Hello all, the big week of monthly rolls is here, so it's quite a long list of trades. Highlights: Adjustment of both our hedges; adjustment of several other positions - CNQ, EXP, GILD, HCLP, SLCA, SXLP, WWAV and, of course, YHOO. We also closed one position ... (more)

Dividend Lab: Yahoo $YHOO Sum-of-the-Parts, page 5

By Todd Johnson on 18-Sep-2014 4:44 am (2 weeks ago)AdvanceDL Alert
September 18th, 2014 Alibaba IPO Sept 18. Page 5 has the sum of the parts to indicate why $YHOO makes $YHOO a compelling investment.....$YHOO has plenty of cash to make the rigth choic... (more)

15-Sep-2014 DividendLab Newsletter

By Todd Johnson on 15-Sep-2014 9:18 am (2 weeks ago)AdvanceDL Newsletter,
Good morning. I believe the market has some amazing income opportunities. I believe this fear exists due to the Federal Reserve has potential intentions to increase the interest rate on a national level. One of the most amazing free respects to Dividend Lab is the online member Tom Mays in-depth research info into compelling value closed end fund. My current favorite name remains Petroleum & Resources Corporation (PEO). In this issue, I cover Texas Pacific Land Trust $TPL.... (more)

Texas Pacific Land Trust (NYSE: TPL) – Analysis

By Todd Johnson on 15-Sep-2014 8:33 am (2 weeks ago)AdvanceDL Analysis
Land Use Rights on 900,000 Acres of Oil & Natural Gas Rich Fields in Texas Offer Potential for Sizable Shareholder Returns Texas Pacific Land Trust (NYSE: TPL) owns 899,697 acres of prime land in 18 counties in Texas' booming oil and natural gas producing regions, making it one of the biggest land owners in the state. The Trust generates revenues from multiple sources such as land sales, specialized leases (such as for grazing), easements, and oil and natural gas royalties in-perpetuity from 459,200 acres. The company was formed in 1888 from the bankruptcy reorganization of the Texas and Pacific Railway Company which owned 3.5 million acres of land in Texas that was subsequently turned over to bondholders who setup the Trust and gave bondholders proportional shareholding interests in it through sub-share certificates ("shares"). Over the years, the Trust has whittled down its holdings to the roughly 900,000 acres it owns today, with proceeds from land sales use to buyout shareholders through the years and to make investments in strategic land parcels that complemented existing Trust land holdings.... (more)

Option Group: 09.15.14 Beginning of Weekly Option Trades

By Todd Johnson on 14-Sep-2014 5:57 am (2 weeks ago)Alert
09.15.14 Hi Folks, The Options Playbook, free, Online There are a number of option rolls this week. I want to get a head start on some of the names. The first position is $YHOO. Thi... (more)

11-Sep-2014 Option rolls

By Alex Hebelka on 11-Sep-2014 12:21 pm (3 weeks ago)BigDeaL Alert
Hello all, option rolls for this week are here. Highlights: MSFT , YHOO, PANW - adjusting the position SPY - adjusting our hedges JNJ - position closeout ... (more)

Dividend Lab: The #1 Best Site for Investing. Period.

By Todd Johnson on 11-Sep-2014 5:43 am (3 weeks ago)Alert,
I'm sending this after working 8-hours of working closely on adjustments. For the newsletter, welll keep a position of 50-shares . For dividend lab - we'll use a 1.12% allocation for... (more)

Option portfolio: ECA short options adjustment

By Alex Hebelka on 10-Sep-2014 14:24 pm (3 weeks ago)BigDeaL Alert,
Hello all, Encana Corporation (ECA) goes ex-dividend tomorrow. Our Sep14 short calls are currently in the money, so we have to adjust the position to avoid execution. ... (more)

09-Sep-2014 DividendLab Newsletter

By Todd Johnson on 9-Sep-2014 9:16 am (3 weeks ago)AdvanceDL Newsletter,
Good morning. The strong U.S. dollar has impacted oil, gold, and oil. Interest rates have remained historically low. In this issue I cover Exact Sciences Corporation (EXAS). Europe is having a difficult time putting on a full faith economic recovery. In this scenario, the U.S. dollar remains at elevated strong levels.... (more)

Exact Sciences Corp. (EXAS) – Analysis

By Todd Johnson on 9-Sep-2014 7:16 am (3 weeks ago)AdvanceDL Analysis,
FDA Approval of its Proven and Cost-Effective Cologuard Cancer Detection Kit Paves Way for Revenue and First-Mover Advantage Exact Sciences Corp. (NASDAQ: EXAS) is a drug development company that recently received U.S. FDA approval for its patent-protected Cologuard non-invasive, home-based colorectal cancer screening kit. The test analyzes DNA bio-markers (from cancerous tissue) and blood in stool for signs of colon cancer. Exact is currently focused on commercializing Cologuard for the screening, detection and treatment of colorectal cancer, and has partnered with healthcare advocacy organizations to raise awareness of this form of cancer and the benefits of timely screening. Colon cancer is the #2 cause of cancer related fatalities in the U.S. and Cologuard can save significant lives and billions spent on patient treatment. In addition, the company is expanding its R&D to address detection of other forms of gastro-intestinal cancers. Mayo Clinic has already signed-up and plans to offer Cologuard through its 600 primary care physicians across the U.S. Mayo views this as a tremendous innovation that is a potential game-changer in early detection and treatment of colon cancer.... (more)

Dividend Lab: Trades for Dividend Lab Portfolio; 09.05.14

By Todd Johnson on 5-Sep-2014 3:20 am (4 weeks ago)AdvanceDL Alert
09.05.14 Hi Folks, ECB's actions today caused the Euro to drop in value and he US$ gain in strength. The US$ gain caused gold and oil to sell off. No rest for the wicked in the land of... (more)

04-Sep-2014 Option rolls

By Alex Hebelka on 4-Sep-2014 13:17 pm (4 weeks ago)BigDeaL Alert
Hello all, option rolls for this week are listed below. At first I'd like to clarify our NCT position, mentioned by Todd yesterday. We own pre-slit option NCT3 (the symbol is NCT3150117C00005000, Yahoo link is here). Position sheet has been updated accordingly. ... (more)

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