longlake95

Any prefs out there that have caught your eye?

Are you guys paying trade commissions?

Are all of you guys in the US getting zero commission trades? Up here in Canada I still pay 6.95per trade on North American equities. If you buy a stock on a European borse, yes the major exchanges, we pay upwards of $200. Totally archaic. Typical Canada, roaring into the 1980's, we are always way behind the US. Our big bank monopolies just love that so they can just collect fees...

yesterday bought some UL and ca:HTL

I've been tinkering with google sheets. I can get basic data - except dividend yield. Can't seem to get that working. Any ideas? LL

Thanks for the feedback guys. Stubble - Ya, I have been tinkering with google sheets - but that's hard enough - LOL. I am not even sure I'd know what to do with an API if I had one. Good to hear you haven't had any issues with a large number of tickers. Basically, I'm not likely to need more than 100 tickers to track. Just hoping google doesn't totally give up on financial data. Maybe that's something tikr.com can address... LL

I would like to download very basic stock price data/MCAP/52 Week HI LO, etc. into Excel. I'm using a traditional version of excel, not a subscription version - so the "stock data" feature is not available on the traditional version. Is there a simple API (not sure if that's what I need, I'm technologically inept - microwave has been flashing 12:00 for years!) that I can use, even pay for, if it's stable and provides quality data. I understand google sheets only will download data for a few names then konks out. Google seems to have abandoned google finance. Thanks LL

nibbling at QLYS

Nice product so far. It would be good to see the dividend yield for a company in the overview. LL

At the lake, drinking Tanqueray Gin and Fever Tree Indian tonic.

BNS, just based ontheir leverage compared to the others.

UL and SBUX

I hope the SPR bought every contract they could handle.

Brent oil is only down 5%. Someone is playing with WTI futures. July oil $27.

Anyone have thoughts on BRK's exposure to interruption insurance? I'm not sure about the clauses and exclusions that might be found in a typical BI policy. From my reading over the years it doesn't seem to be a big part of BRK. I don't think WEB would like the kind of unpredictable exposure unless he was getting super-high premiums.

LOL I can see him in isolation at home, unable to get his FaceTime to work. Or maybe his router needs to be reset, and nobody there to help him. He's sitting in the kitchen eating ice cream right out of the container, flipping through Valueline.

I realize WEB wouldn't announce his actions intentionally. However, I figure WEB and Co. hasn't done any buying until at least April 1. Two reasons: WEB publicly stated he was too early in 08/09. Also, buying done before April 1 will appear in the Q1 13F. Any buying done now is not reported until mid-August. It gives them lots of time.

prior to going private WJ had $1.2B in cash. So, some breathing room. 85 Days to be exact. More when expenses are slashed. I think Onex would add cash if needed, as they too, are responsible to the LP's to make this whole thing work. WJ's revenues are not going to zero, they will be operating some flights - yes, that can change for the worse or maybe even for the better.

WestJet is held in Onex Capital Partners V, along with a new insurance company. Onex put $261M into the WJ deal. The LP's put up the rest - it was a $5B deal. Onex has a track record of sticking with their investments. Onex has cash to weather the storm and a long-term view of their assets. OCP V has an 8% CAGR hurdle. I think that's easy over time, and LP's make a satisfactory return.

to be clear...are you buying puts to hedge your holdings if we go down. Or are you selling puts to back in to some positions if we go down?

USFD

Visa and HTL

I'm not that smart on macro, but I figure earnings have grown for 150 years or more, with occasional earnings compression every 7-10 years as the world "naturally" resets. The world is not linear. But earnings will be higher 5 years from now.

HTL

I'm out of Fever Tree tonic...