$ET Even better when you consider there's $80m in one-time transactions expenses plus preferred dividends will drop in future quarters (the $500m of Series F currently yielding over 10% I expect to be called soon.)

I don’t get it. Bill is someone I used to respect. We have an insane deficit, an open border, unaffordable housing, an inflation spike. These were all much better under Trump, especially viewed ex-COVID. But Harris will be better? WTF?

Imagine believing that the border issue is even partly “Trumps fault” or that Trump was worse than Biden on the deficit: especially since Trump lowered taxes and Biden was just more spending and giveaways. This is just sad, Bill.

PSA: If you're looking for a entry point into $ET, this is probably a good one as the units absorb this secondary from selling WTG midstream holders. Signed, guy thinking of adding to his already largest position. ir.energytransfer.com/news-releases/…

and I was wondering why $GOOG $GOOGL was trading so weak compared the rest of big tech in the past week.

$ICAD Interesting play. Very nice product but not a ton of sales pull thru because it's not reimbursed any more than non-AI Mammo CAD. Plus, there's a bunch of other people doing AI Mammo CAD. That said, I think GE or Siemens should buy them.

$RILY Business thought of the day: Names matter. When Beaver College renamed itself to Arcadia University, applications jumped 50%. No one wanted to say they went to Beaver College. Italian restaurant named "Pastabilities" opened in thriving shore town Sea Isle City NJ. It was

$HRB slight miss in Q4 on tax rate and bad debt expense, but guides 2025 WAY over consensus to $5.15-$5.35 and announces a big dividend hike and new $1.5 repurchase auth. Stock at 12x FY25 EPS; half the market multiple and returning 100% to shareholders investors.hrblock.com/news-releases/…

$GOOG has lagged the group badly on headline news and is now trading at 18x FY25 earnings despite growing earnings 50% in the past year. I’m long at $160, sentiment shift and a few other good earnings reports has this back to yearly highs IMO. And wow if they ever get really

$GOOG $GOOGL now a 10% position for me. I'm not chart wizard but this just screams "about to run back to the $180's" to me.

Indeed. A name I've discussed with Nat Stewart in the past. Another nice win. His Substack is a must-subscribe IMO.

Mortgage question: Anyone know any lenders that will give a substantially lower rate if I'm putting 50%+ down? Any lenders out there people recommend in general? Last time (2019) I got a mortgage via HSBC, process was painful but crazy low rate (3% 10-Year I/O ARM.)

Sold my last tiny chunk of $CVE (was a 3% position.) Should have done in Monday. Biggest reason is refining: I think we're back to 2015-19 refining margins and CVE has already struggled with downstream. FCF (and buybacks) will be very light at current crude prices/cracks.

$GOOG was even higher and is under 20x next years earnings.

$AER sells $1.3B of 5 year notes at 4.625% and $1.1B of 10 year notes at 4.950%. Probably the best credit for a financing company outside $JPM. You'd think it would trade higher than 8x EPS (hint: it will eventually.)

Fellow value stock folks, what do we like right now? My portfolio: $ET $AER $T $HRB $UGI, tiny $BZH position, tiny underwater $DAC calls, $JPM prefs and cash. I'm looking to not lose money, but beat treasuries. I think that's the name of the game right now.

Good question. Took a loss on $GOOG at $157. Doubts on its core biz being disrupted (overblown IMO) and regulatory issues (FTC/EU) I think near term upside is capped. It's "cheap" at 17x fwd eps, but not dirt cheap. Narratives are powerful in the short term. See: $META 2022.

They're cutting 50.

This is amazing to me. One party wants to pack the supreme court; has imported 10 million illegals; running a $2+ trillion deficit; colluded with private companies to suppress free speech and is openly calling for jailing people for "disinformation." But yeah, Trump