11/7- Added to core holding, Southern Co (SO)- Restarted Niska Gas (NKA)11/8- Added to Westport Innovations (WPRT)- Added a little more to Niska Gas (NKA)Only been a couple of days- NKA is red, WPRT and SO are green. I'm okay with 2 for 3 :)
11/17One week later, NKA turns green, SO meanders into red territory.--Midweek, I looked for more ideas. Like SO, Verizon (VZ) is a core holding for me- added moreto my DRIP ac. The three Teekay subsidiaries- Teekay Offshore (TOO), Teekay LNG partners (TGP), and Teekay Tankers (TNK), all looked appealing. The first two had pre-announced their respective distributions in October (both maintained), while TNK severely slashed their dividend (11c => 2c) when company management announced results. I am shocking light on shipping, so I opted for themost beaten-up Teekay affiliate this week- TNK trading below $2.50/sh is not for the timid. Been thinking a little about that Jefferies-Leucadia deal. I already have an indirect tie-in to both entities, via brokerage ideas Knight Capital (KCG) and INTL FC Stone (INTL). Don't know ifINTL will still fit in with Leucadia's plans after the merger- not sure if that's good or bad forINTL. Exelon (EXC) exited the DRIP ac with losses, following a Molycorp (MCP) exit the week prior.
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