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Strategies & Market Trends : Value Investing

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To: E_K_S who wrote (70464)	6/13/2022 7:34:23 AM
From: robert b furman	2 Recommendations Recommended By Area51 E_K_S Read Replies (2) of 78921

Good Morning E_K_S, I keep coming up with KMI. They export to Mexico. The most miles of Natural gas pipelines and they are concentrated in Texas (Permian in particular). They have lines to LNG export facilities - which will grow revenue in the future. LNG has taken natural gas to a world market. The US used to be an island with regards to natural gas - it was locked to our country. LNG introduces natural gas at a higher cost to a much higher world price. Our electricity and heating bills will ascend to a more global price experience. Less than global but higher vs. the past. Rozencwajz says Europe's natural gas prices if converted to crude's price per barrel is (on equivalent BTU's) now reaching $300.00 barrel crude An excellent read on where energy prices are going - they've been ahead of the crowd for the last two years : info.gorozen.com KMI pays out a solid dividend. I view it as a hedge to help cover increasing energy costs of all types. Ditto XOM and CVX as well. Ugly open this morning. Watching SPX for support at 3810. I have bought some INTC - apparently too soon. I'll drop down my sell price of puts into the 30's. Got assigned some at the 42.50 price, netted out at $41.90 and $ 40.60. I've sold some January 2023 30's for $1.26 if assigned the dividend yield would be 5.08%. That's enough to be paid while holding. I'm of the thought that INTC has some leapfrogging technology with dimensional stacking and 3D chips that will be very fast and dense. Mobileye IPO should be a homerun. Big new business will be foundry services. That's an unknown and may just require some outside experience in leadership management ranks? Some where in the 30's INTC will trade laterally and I hope to accumulate some dividends and put premium regularly. My January 30 puts are my first attempt at selling further out in time. If assigned, the 5 %+ yield will couple nicely when a put at some strike price expires to 00.00 on top of the dividend yield. Hold on today, futures look ugly, especially after the gaps down from last week. Sentiment and news is horrid. Has to be value popping up here some where! Great exchange of investors to be had here. Thanks to all for some good ideas! May we all survive the dive and accumulate some value! Buying stocks in general market sell offs is the fastest way to grow your long term investments! That assumes we survive to prosper on the other side. I always do that! Bob

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