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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (7922)	12/3/2019 3:36:41 PM
From: Kirk ©	Respond to of 26680

3-yr CPC

To: Kirk © who wrote (7922)	12/3/2019 4:25:23 PM
From: robert b furman	Read Replies (2) \| Respond to of 26680

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