News Blog

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

By Todd Johnson on 15-Aug-2014 0:27 am (3 years ago)Retirement 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 9:13 am (3 years ago)Options 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 3:39 am (3 years ago)Options 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 20:16 pm (3 years ago)Retirement 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 6:24 am (3 years ago)Retirement 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 2:43 am (3 years ago)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)

Dividend Lab: 08.08.14 Trades/Adjustments v3

By Todd Johnson on 8-Aug-2014 9:37 am (3 years ago)Retirement Alert
August 8th, 2014 Hi Folks, 1. Hi-Crush Partners $HCLP  Net $6,944-Debit. Adding to the #1 sector in my view. We have a hedge in place in case an "unknown" occurs. 2. U.S... (more)

Dividend Lab: 08.07.14 Trades/Adjustments Version 2

By Todd Johnson on 7-Aug-2014 13:02 pm (3 years ago)Retirement Alert
 08.07.14 Hi Folks, I want to add a few positions/adjust a few positions. 1. ACADIA Pharmaceuticals Inc. (ACAD) Let's buy 200-shares with a collar option. We will tweak the col... (more)

07-Aug-14 Option Rolls

By Todd Johnson on 7-Aug-2014 5:01 am (3 years ago)Options Alert
Hello all, Option rolls for this week follow. We will possibly send another alert during trading hours with some trades, but we want to see if prices go up or down today. We decided to close several positions due weakness, see below. I was asked to inform (for better readability) about current long positions when making rolls, so I will always disclose actual amount of short:long contracts we own (20:30 instead 2:3 ratio etc.). Regards, Alex. ... (more)

Dividend Lab: 08.06.14 Evening Trade

By Todd Johnson on 6-Aug-2014 20:23 pm (3 years ago)Retirement Alert
08.06.14 Hi Folks, Tonight's Emerge Energy $EMES conference call was terrific. Here is a link to today's conference call. Net $11,684-Debit. ... (more)

04-Aug-2014 DividenLab Newsletter

By Todd Johnson on 4-Aug-2014 18:59 pm (3 years ago)Retirement Newsletter, ,
Good morning. I have a few new positions to adjust to the portfolio in the upcoming week. The general theme is to add dividend stocks and/or growth stocks. In this issue I cover VTTI Energy Partners LP (VTTI) and Mobileye N.V. (MBLY). ... (more)

04-Aug-14 DividendLab Newsletter postponed

By Todd Johnson on 4-Aug-2014 11:23 am (3 years ago)Retirement Alert
Hello all, We are still working on today's newsletter issue, especially trades. However, you can read new analyses in the meantime - visit Dividendab.com website, ... (more)

Mobileye N.V. (NYSE: MBLY) – IPO Analysis

By Todd Johnson on 4-Aug-2014 6:46 am (3 years ago)Analysis, IPO,
First-Mover Advantage, Driving Paradigm Shift in Advanced Driver Assistance Systems and Autonomous Driving Mobileye N.V. (NYSE: MBLY) is an Israeli technology company that designs, develops and tests innovative collision-prevention technology and is very well positioned with auto leaders such as BMW and Tesla. The company's Advanced Driver Assistance Systems (ADAS) warns drivers of roadway hazards and will, in the future, enable self-driven cars. At its core, ADAS includes sophisticated high-speed digital cameras and electronic sensors on the vehicle that send comprehensive roadway information – distance to other vehicles. Pedestrians/animals crossing the vehicle's path, debris or other obstacles, lane markers, traffic signs and lights, etc. - to an onboard computer (EyeQ System-on-Chip) that is integrated with the vehicle's electronics and controls, and sends sound and visual alerts to the driver through a dash-mounted display. Mobileye has a unique monocular camera and proprietary object detection algorithms that reduce the cost of installing a comprehensive ADAS system. Its chip was deployed on over 3.3 million vehicles as of March 31, 2014 and has been selected for serial production in 237 car models by 2016.... (more)

VTTI Energy Partners LP (NYSE: VTTI) – Analysis

By Todd Johnson on 4-Aug-2014 6:39 am (3 years ago)Analysis,
MLP with Strong Dropdown and Distribution Growth Upside, Backed By Strong Sponsor VTTI Energy Partners LP (NYSE: VTTI) is a limited partnership that was formed in April 2014 by parent/sponsor VTTI B.V. as the growth vehicle for global petroleum and crude oil terminals and related infrastructure, with initial assets contributed by VTTI B.V. 4.75% Distribution Yield, Compelling Distribution Upside, Favorable 1099 Reporting VTTI plans to pay a minimum quarterly distribution of $0.2625 per unit ($1.05 annualized) to common, subordinated and general partner units, for a distribution yield of 4.75% based on the closing price of $22.10 per unit as of August 1, 2014. Over time, VTTI expects to increase distributions in-line with CAFD growth (cash available for distribution) as its asset base grows through dropdowns from its sponsor and potential acquisitions. Dropdowns alone could quadruple its asset base and distributions in the years to come. Unitholders will receive IRS Form-1099 distributions with a tax rate of up to 20% and benefit from return of capital.... (more)

Option group: LNG adjustment

By Todd Johnson on 1-Aug-2014 14:30 pm (3 years ago)Options Alert
Hi all, There was no information concerning our LNG position in yesterday list of trades. ... (more)

Option Group: CRR trade correction

By Todd Johnson on 31-Jul-2014 10:02 am (3 years ago)Options Alert
Hi all,... (more)

31-Jul-2014 option rolls and trades

By Todd Johnson on 31-Jul-2014 9:38 am (3 years ago)Options Alert
Hello all, weekly rolls follow - with some closeouts and new trades. Markets are down today due Argentina issue. Good time to close our short positions, but think twice when you open new weekly short positions, maybe better is to wait a bit and enter positions later today or tomorrow  - to get better prices. Highlights: TBT, TWTR: new position SPY: adjusting our hedges AAPL: roll + partial closeout LNG: partial closeout ... (more)

Dividend Lab: A Few Portfolio Adjustments/Hedges

By Todd Johnson on 30-Jul-2014 22:36 pm (3 years ago)Retirement Alert
07.30.14 Evening Hi Folks, Interest Rate: Projections of Higher 10-Year Interest Rates The economy appears to be improving. Government data, the end of QE, have highlighted the pote... (more)

28-Jul-2014 DividenLab Newsletter

By Todd Johnson on 28-Jul-2014 8:26 am (3 years ago)Retirement Newsletter
Good morning. I have a few new positions to add to the portfolio in the upcoming week. The general theme is to add dividend stocks and/or growth stocks. In this issue I cover Hi-Crush Partners LP (HCLP). This has been a core holding for our success. ... (more)

Hi-Crush Partners LP (HCLP) – Analysis

By Todd Johnson on 28-Jul-2014 8:21 am (3 years ago)Analysis,
Hi-Crush Partners LP offers Double-Digit Distribution Growth Potential on Favorable Industry Demand and Efficient Execution Hi-Crush Partners LP (HCLP) is a Houston, Texas, based pure play domestic supplier of high-quality frac sands used as proppant in the hydraulic fracturing process (fracking) for the extraction of oil and natural gas from shale formations. The company has strong growth prospects within 2014, with new facilities and distribution terminals, and is committed to double-digit distribution growth. Moreover, favorable frac sand demand/supply economics favor long-term contracts at favorable prices. While shares are near all-time highs, units still offer sizable upside based on additional facilities slated to become operational in the second half of 2014.... (more)

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