Whole Foods is back on sale. Several bits of bad news for them but they are still chugging along, so getting tempting.
Speaking of bargains, check out PG:
3.3% dividend while you wait for this $216Bn ship to turn back up. They booted the old CEO and are doing a major reorg but I think they are certainly an LTP candidate.
Hmm, looks like I'm getting in the mood to do a new Buy List!
SVU is getting more reasonable:
ECA still cheap.
HST worth looking into (4% dividend):
VNO is always good when they're cheap (2.5%). $85 is my old buy line on them, not sure I there's good enough reason to raise it.
HCP being unfairly put down with the REITs (they are kind of a hybrid) (5%):
BAX getting near a buy point with a 3% dividend:
MTW is one of those plays I love - they are being killed because of their construction business (cranes) but they also sell food service equipment, which is 41% of their revenues (Cleveland, Convotherm, Dean, Delfield, Fabristeel, Frymaster, Garland, Inducs, Koolaire, Kolpak, Kysor Panel Systems, Lincoln, Manitowoc Ice, Merco, Merrychef, Multiplex, Servend, and U.S. Range brands. This segment also offers parts and aftermarket services under the KitchenCare brand name.).
They missed the Q but it was really strong comps from last year (new product roll-outs) that hurt them more than anything else. Carl Icahn is agitating to split the company in 2 and he's got about 7.5% of the stock and another big guy is with him. Management seems to be moving that way for a spin-off next year.
Gosh, hard to find a reason not to buy these guys at $19.24. There's no dividend, so no reason to buy the stock but you can sell the 2017 $15 puts for $1.75 and buy the $18 ($4.70)/$25 ($2) bull call spread for $2.70 and that's net 0.95 on the $7 spread that's $1.24 in the money to start.
