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lz

lz

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megablue said:
Over the years, tax laws and administration have been managed by both parties. It's been more the question of where in the economy and tax base, the increases and cuts are directed. Yes, it's always been a political football. I think it fair and accurate to say that Democrats are definitely more inclined to promote higher taxes for the wealthy, no question.

Also, it was the Reagan administration that signed into the law the taxation of Social Security benefits in 1983, but the amendments to do so were passed by an overwhelmingly bi-partisan vote. Based on that situation ... and I sure hope it never happens, of course, but the suggestion that earnings on Roth accounts might become taxable is certainly not out of the question. However, Roth IRAs have been a tremendous and popular vehicle for MANY Americans to save for retirement years and I would like to believe that any party suggesting such taxation would be committing political suicide ... making it a near impossibility.
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Would take away a key advantage of Roths, too.
 
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Cold Stout Beer

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a man in a suit is sitting in a chair with a book in front of him and the website sharktankgifts.com is visible
 
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lz

lz

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megablue

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lz said:
METC up on Monday’s eps report, I like their long term potential re: rare earth and the dividend, though I’m not knowledgeable about prospects for coal shipped internationally or blast furnace steel mills in the current tariff environment?
Thank you, bought 300 shares.
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Yes. There are no guarantees, of course, but their RRE potential is certainly encouraging. It appears something's might be happening. Regards the coal ... it is metallurgical and there is pretty steady (for what that's worth) demand. You might review tonnage forecasts. Also, you might plan to attend or watch (via ZOOM) their annual meeting to catch updates and possible Q&A discussions ... fwiw. Regards your mention of dividends, you might look into METCB. There are explanations of the two stock classes on their website, fyi. I do not own METC, but own 3,000 shares of METCB ($10.60 cost) for dividend income in my retirement portfolio.
GLTY and to ALL !!
 
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Deeeefense

Deeeefense

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DSmith21 said:
If you are looking for income, you might look at JEPI and JEPQ. These are JP Morgan ETFs which write covered calls against large cap growth companies to generate extra income. You still participate in some of the growth of the underlying stocks while getting 7.5%-9.5% dividends. The JEPQ is NASDAQ focused and JEPI is more diversified. Dividends are paid monthly and is taxed as ordinary income rather than qualified dividends. Thus its better to hold this investment in an IRA/401k account if you are in an upper tax bracket.
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JEPQ pays a monthly dividend of nearly 50 cents a share, but you can double that if you sell covered calls against your shares. For instance the April 17 $54 call is over $40, the stock is priced currently at $52.50 so even if reaches the strike and you get assigned you've made another 3% on your investment on top of the divy. Since JEPQ uses covered calls to manage the investments, doing this means you would essentially be selling covered calls on covered call.
 
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rbs

rbs

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Deeeefense said:
JEPQ pays a monthly dividend of nearly 50 cents a share, but you can double that if you sell covered calls against your shares. For instance the April 17 $54 call is over $40, the stock is priced currently at $52.50 so even if reaches the strike and you get assigned you've made another 3% on your investment on top of the divy. Since JEPQ uses covered calls to manage the investments, doing this means you would essentially be selling covered calls on covered call.
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I added to my JEPQ shares in my IRA when it dipped into the 51's ... I will add more if it drops below that .... at my age, that dividend income is nice to have and while I have a lot of shares of individual stocks, you don't necessarily expose yourself to the volatility of an individual stock earnings report.
 
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rbs

rbs

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rbs said:
I added to my JEPQ shares in my IRA when it dipped into the 51's ... I will add more if it drops below that .... at my age, that dividend income is nice to have and while I have a lot of shares of individual stocks, you don't necessarily expose yourself to the volatility of an individual stock earnings report.
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loaded up on JEPQ shares at their recent lows ... that dividend income is good
 
lz

lz

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Megablue, got back into two you liked, METC and METCB.
 
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megablue

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lz said:
Megablue, got back into two you liked, METC and METCB.
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There are no guarantees, but I am hoping there will soon be a positive announcement regarding Rare Earth mining potential. If so, I believe both METC and METCB will do well. My fingers are crossed … GLTY !!
 
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lz

lz

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I notice in a fairly positive eps report for GE this morning, they qualified their positive forward outlook with concerns about future tariff impact. Makes eps reports somewhat useless for now?🫣
 
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rbs

rbs

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lz said:
I notice in a fairly positive eps report for GE this morning, they qualified their positive forward outlook with concerns about future tariff impact. Makes eps reports somewhat useless for now?🫣
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Seems most of the earnings reports are heavily qualifying forwards outlooks in light of uber-uncertainty with tariffs ... that said, GE had good EPS today and a good backlog of work .... and since I own a good bit of GE, I am a bit relieved to get this one out of the way.
 
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megablue

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Ramaco (METC and METCB), headquartered in Lexington, KY, announced Q1 2025 results this morning before market open.
Encouraging news on RRE and CM mining were reported, as per the excerpt below, although coal operations disappointed.
The Company continues to have exciting long-term RRE and CM potential ... results not guaranteed, of course.
Due diligence is warranted, as always, if interested.

Rare Earths and Critical Minerals:
  • The Company has made significant progress on testing, mine and process planning on the overall development of the rare earth element ("REE") and critical mineral ("CM") deposit at its Brook Mine in Sheridan, Wyoming.
  • The Company intends to commence large scale carbon ore mining of the Brook Mine in June 2025. Construction of a pilot scale concentrate processing facility will commence by this Fall. Spending for both projects are currently reflected in existing guidance for capital expenditures for the year.
  • Initial production of rare earth concentrates processed at pilot scale is expected to begin in 2026. The projected development timeline is that the pilot plant will be expanded to a full commercial scale facility late in 2026, with targeting of commercial-scale production of oxides in the second half of 2028.

Home - Ramaco Resources

ramacoresources.com ramacoresources.com
 
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megablue

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