SI
SI
discoversearch

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.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Spekulatius who wrote (46786)2/29/2012 3:05:16 AM
From: 8bits  Read Replies (1) | Respond to of 78507
 
" I followed you into ATO at 30.8$. low return (high single digits/year) but very low risk sort of situation. I figure that a 4.4% dividend yield and a 5% (maybe growth rate/year) would lead to an 9-10% estimated return (assuming multiples don't change) in my very simlpe dividend growth model."

Have you looked at EXC recently..? Or are you worried about their nuclear plants in the wake of the Fukushima disaster..?

Ahhh, I see you have commented on them in the last year (and you comments are still relevant):

Message 27243015

Message 27240508



To: Spekulatius who wrote (46786)3/16/2012 3:28:36 PM
From: E_K_S  Read Replies (2) | Respond to of 78507
 
Atmos Energy Corporation Common (ATO) -NYSE - 30% addition of shares
goo.gl

Added 30% more shares to my ATO position @ $30.69/share. Holding equal weights of MDU, GAS and ATO representing a 4% portfolio position w/ all three.

EKS



To: Spekulatius who wrote (46786)6/25/2012 1:06:18 PM
From: Spekulatius  Respond to of 78507
 
Sold PEP at 68.5$. Stock has done reasonably well but I think we are going to see earnings revisions due to currency headwinds (Euro and most Bric country currencies have been very weak lately). I don't think the currency changes are quite baked in the earnings forecast yet, but i could be wrong (see PG).

FWIW, I also sold my remainder in FAI.PA at 39.4Euro.