Profile cover photo
Profile photo
Casey H
14 followers
14 followers
About
Casey's posts

Post has attachment

Post has attachment
Public
Sold some Wyndham Worldwide, Verizon. Bought Tanger Factory Outlets, Apple Hospitality
Last month I sold half of my Wyndham Worldwide (NYSE: WYN) position. I had a big capital gain and Wyndham had ballooned to the largest holding I had by a longshot. It was just too big and I felt the need to reduce exposure. I still like Wyndham, and so I st...

Post has attachment
Public
Bought BP, Inc, Public Storage
My British asset buying spree continues as long as the British Pound remains in the dumps. I continue to see the Pound as a fundamentals safehaven, at least vis a vis the Euro. Therefore, I've continued buying Pound-denominated assets. I've bought my fill o...

Post has attachment
Public
Bought BT, United Technologies
First of all, I apologize to anyone who might happen to have been following this journal regularly. I just realize I forgot to continue updating my stock activities here, and have neglected to do so for the past few months. For that I'm sorry, and I will tr...

Post has attachment
Public
SOLD all shares of AT&T. Bought Leggett & Platt, Public Storage REIT, AbbVie Inc
As I mentioned in my articles on Seeking Alpha, I got rid of all my AT&T stock as soon as I heard of the AT&T - Time Warner deal. The acquisition, combined with DirecTV, I feel is just too much to digest. I don't know what the business will look like in two...

Post has attachment
Public
Bought Bristol-Myers Squibb, Swapped Pacific Coast Oil Trust for Permian Basin Trust
 After looking at Bristol-Myers Squibb (NYSE: BMY) and liking the stock, I've decided to put my money where my mouth is, so to speak. I opened a small position for an account I manage on behalf of a family member. As I've said on Seeking Alpha and elsewhere...

Post has attachment
Public
Sold last of Ventas, sold small position in J&J
Quick update, I've been doing some selling. Last week I sold the remainder of my Ventas (NYSE: VTR) shares. Shares just kept getting higher and higher, and I had some very substantial gains, so I took them. I also did the same thing with a small position I ...

Post has attachment
Public
Raising Cash, Selling Dead Weight
Over the last two weeks I sold a couple of things. First, as I mentioned in my articles, I sold my small position in Johnson & Johnson (NYSE: JNJ) . It's getting well above its average valuation and I wanted to lock in those gains. I also sold half of my po...

Post has attachment
Public
Bought Cisco Systems, British Telecom
More Brexit fallout, I pulled the trigger and added some British Telecom (NYSE:BT) . (Using the old logo because I really hate the new one.) That dividend is about as safe as it gets, for Pound terms at least. British Telecom is a business I really believe ...

Post has attachment
Public
Sold some AT&T, replaced it with Omega Healthcare Investors
Last week I sold half of my shares in AT&T (NYSE:T) and replaced it with Omega Healthcare Advisors (NYSE: OHI) . I had bought shared of AT&T all through 2013, 2014 and 2015, and it was my biggest holding in most accounts I manage. With this move up my portf...
Wait while more posts are being loaded