lnofeisone

Are there any names you are tracking that pay 7-8% yields? I periodically scan preferreds here and only seeing a handful that are in the 7-8% and most of them look meh (much smaller with OK BS) compared to MTB, TFC, etc. of the bankworld.

I agree 100%. Renewable game right now is very locale-specific on the financing side. The question then becomes, at what price does NEE become attractive.

That's fair. I saw the sell off and it got me curious. I invest into renewables directly and NEE getting cheaper is a good way to diversify a tad.

What's your thinking here, specifically around NEE/NEP vs. BIP?

Helpful! I remember Washington REIT. I'll start some thinking here.

This is a net new name for me. Anywhere you'd recommend to start reading up on this one (specifically the mgt). Assets I can somewhat ballpark.

Yeah, entering these is a pain and I usually do it via verticals. I've had 95 put for a bit now, no assignment yet.

ATVI options are weirdly priced. Take a look at 92.5/95 box. No risk and the same pay off as the 90s you are trading.

Sold a bunch of MSGE puts.

This gets clunky. Losses on your investments are first offset by the gains of the same type (so short-term to short-term and long-term to long-term). After that net losses are deducted against the opposite gain. If you have a long-term loss and want to manage your tax position, you are better off selling short-term gainers (i think you call this high tax basis). This assumes that you have no long-term gainers that you sold. You can sell a short-term gainer and buy it for 1 penny higher and you are clear of wash rules.

i sold some puts here. For the size of the charge I hope management takes one and addresses all issues.

Sold OSTK puts and bought OSTK calls.

Sold enough JXN shares on the pop to cover cost basis and then some. Holding on to house shares.

Bought some 2025 SAVE 25/30 verticals.

We have a 2 year old and my wife is absolutely against sleep training. We've had maybe 1 or 2 full nights of sleep for the little one. He's currently started doing 4am wake ups and wanting to play with his toys for an hour and then go back to bed. Not a great situation because 4-6am is when I get to peloton and get myself oriented for the day. It's not great. Hang in there @stahleyp!

well then let's close it up.

Same.

@Castanza - that's the position I am taking. Sold OCT 80 Puts for $1.10 and sold 92.5Calls for $2.25. If it closes, I lose $0.25 on the call but keep $0.85 on the put. If it doesn't close, I have decent buffer and would have cost basis of around $77.

some ATVI puts are trading at crazy premiums. Feels like this will close but something about train and pennies...

I'm guessing, USCIS has a problem here is that they (the friends) live in the US illegally. For anyone that spent over 365 days in the US illegally the penalty is to live outside of the US for 10 years. This is what your friend trying to fight and the odds of her being successful is near 0. Otherwise, Canadians marrying US citizens have a very straightforward path to get to green card and then citizenship (as is with most nationals).

I don't think you are missing a lot. In my opinion, the odds of these getting picked up early are lowish (I'd say 40%). ET is looking at it from the other side and sees what it would cost if they buy them. Not really worth it. Also, CEQP's acquisition adds a bit of debt, but it's not due until 2026. CEQP does have a preferred with a nasty provision in it and I can see ET wanting to take that out first. Couple that with their own near-term maturities, they will be busy and I can see they forgo purchasing these.

@thowed - thanks for the article. Added to my list to read tonight. @John Hjorth - I think you are making my case. Investing into multi-national concerns that derive much of their profit outside of EU seems fine. Otherwise, specific European core sectors like banking, energy, and food seem to be treated like utilities. There is a cap on how much you can earn, and WFT is applied once that value is exceeded. It's only on the gains and losses aren't subsidized. At least in the US utilities are guaranteed to make a profit and the market they are in is hyper local with utility having a monopoly. This isn't the case for European markets. Taxes are also passed retroactively. This type of stability (or lack thereof) isn't conducive for business planning and will hurt the economy in the long term more than it helps today.

99 shares of JNJ and tendered all of them. The TD rep said that she's been fielding JNJ tenders all morning.

Europe continues imposing a windfall tax on sectors where profits surge. These sectors are usually very volatile and ebb and flow with global dynamics. So far it's oil and gas, food, pharma, and banks. I know some of you are invested in European equities (e.g., DB) and some live across the pnd. Long term, I suspect this will erode domestic production, raise prices to compensate for the tax, and will put EU at the mercy of the importers. Feels short-sighted on their part, but curious about what the board thinks. https://www.ft.com/content/c16fdb5d-ec8a-44bd-a482-ff9c50719c3c

I saw this popped up on Barron's and meant to look at it further. thanks for the reminder!