Q: I own all three of these companies and I am doing quite well with all three. I am up 20% on BIR, 10% on PEY and way up on TOU as I bought it in the $5.00 range back in the depths of the oil and gas collapse. TOU represents 6% of my portfolio while PEY and BIR are about 1% each. I LOVE my dividends…….do I continue to hold all three or consolidate into TOU? After TOU’s takeover of CR, is one or both of BIR and PEY next?

Q: Hi there, may I please have your thoughts on PEY results?

What companies are you finding interesting right now, after their 2Q results?

Any companies unjustifiably being punished, with their shares being sold off currently, that you believe is not justified and will have a good bounce within the next six months or so? ie; seems like WELL results are being misunderstood...hmm

Thanks!

Q: Good afternoon,

In recent commentary, it was noted that the payout ratio is 30%- the current div is $1.32, eps $1.62(?) - trying to square what seems to be a higher div payout ratio than .30.

Thank you in advance for your help,