Kirk's Market Thoughts Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Kirk's Market Thoughts

COHR 177.38

+3.8%

Dec 4 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (7922)	12/3/2019 4:25:23 PM
From: robert b furman	Read Replies (2) of 26687

Hi Kirk, I've thrown out my nets to buy some more energy. Bought some KMI and sold december puts - hoping to get them assigned. KMI after the next promised dividend bump will solidly be paying 6.5% plus (due to occur April 2021). So far they've true to their word - if not they be yielding 5.33%. I'm also trying to average down on my XOM position yielding about the same as KMI now. Brks delayed their 10-k and offer a possible good entry point in here. They asked for an 15 day extension and indicated the money would be immaterial. Thei lead life sciences manager got materially fired back on September 6th. Their fiscal year was over on September 30th. They have been taking an walk out to the woodshed over a new key employee who must have fudged the sales revenue from a contract supplier that shipped . Sounds like it should have gone to deferred inventory. CEO and CFO are straight high quality guys and don't put up with fudging numbers apparently. I like that decisive YOU,RE OUT!! stance. Bob

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next