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Dan Hassey, Mr. Retirement
- Senior Stock Analyst -
Mr. Retirement

Flash Alerts

[PDF] New Recommendation
See today's recommendation for recommendation analysis.
(Flash Alert #072, 9/7/2018 1:28 PM EDT)

[PDF] Baby Boomer: New Buy
This morning we are making some changes to the Baby Boomer Portfolio. The first of which is a buy and the second is a change in who will be running the portfolio.
(Flash Alert #071, 12/24/2015 2:40 PM EDT)

[PDF] Update Into FOMC
Since January of 2015, we have been playing defense in our Morning Matters and Baby Boomer Portfolio. Why? Because we knew the sideways action to took place from March into August was going to resolve either to the upside or downside.
(Flash Alert #070, 9/17/2015 2:40 PM EDT)

[PDF] Baby Boomer June Options Expiration: CAG, POT
CAG will be called away and we get to keep $91 premium from POT June expiration.
(Flash Alert #069, 6/19/2015 2:39 PM EDT)

[PDF] Baby Boomer: Write Option on Automatic Data Processing, Symbol ADP
Baby Boomer Write Option on Automatic Data Processing, Symbol ADP
(Flash Alert #068, 6/17/2015 2:37 PM EDT)

[PDF] Baby Boomer Reco: Weyerhaeuser Co. (WY)
WY is an integrated forest products company.
(Flash Alert #067, 5/5/2015 2:36 PM EDT)

[PDF] BABY BOOMER RECO: Sell Flowserve Corp (FLS)
We have a small profit in FLS, so let’s sell.
(Flash Alert #066, 4/16/2015 2:36 PM EDT)

[PDF] Baby Boomer Company Report & Recommendation: Flowserve, Symbol FLS
A few years ago, I did some research on the water industry looking for investment ideas. I learned that most of the opportunity was in building the infrastructure and maintenance of water systems around the world. Most of the companies I found were too expensive including FLS.
(Flash Alert #065, 4/2/2015 2:35 PM EDT)

[PDF] Baby Boomer Instructions to Write Call Against POT
These instructions are for subscribers who own POT.
(Flash Alert #064, 2/27/2015 2:34 PM EDT)

[PDF] Baby Boomer Instructions to Close ADP Hedge
We need to close our ADP hedge as it expires tomorrow.
(Flash Alert #063, 1/15/2015 2:31 PM EDT)

[PDF] Baby Boomer: Instructions to Close ADP Hedge
We need to close the Automatic Data Processing (ADP) hedge as it expires tomorrow.
(Flash Alert #062, 1/15/2015 2:31 PM EDT)

[PDF] Baby Boomer Sell Reco: BlackRock Kelso Capital Corp. (BKCC)
With the prospect that the Federal Reserve may raise interest rates this year, interest rate sensitive stocks are underperforming, including BlackRock Kelso Capital (BKCC).
(Flash Alert #061, 1/7/2015 2:30 PM EDT)

[PDF] Baby Boomer Sell Recommendation: AT&T (T)
The fundamentals have changed for AT&T (T) suggest that the upside is limited.
(Flash Alert #060, 1/7/2015 2:29 PM EDT)

[PDF] Baby Boomer: Instructions to Hedge SJM
These instructions are for subscribers who own J.M. Smucker Company, symbol SJM.
(Flash Alert #059, 12/30/2014 2:27 PM EDT)

[PDF] Baby Boomer Instructions to Hedge PFE
We need to hedge, sell a call, against our Pfizer (PFE) position.
(Flash Alert #058, 12/26/2014 2:24 PM EDT)

[PDF] Baby Boomer Company Report & Recommendation: The J.M. Smucker Co., Symbol SJM
The J.M. Smucker Co. (SJM) is a packed food company
(Flash Alert #057, 12/18/2014 2:23 PM EDT)

[PDF] Baby Boomer Instructions to Sell: CDK Global Inc., Paragon Offshore Limited
Two of the companies in our portfolio have spun off subsidiaries this year: ADP spun off CDK Global, and Noble Corp. spun off Paragon Offshore Limited. Today, we will sell both spinoffs as the Baby Boomer portfolio is focused on dividends and less on growth.
(Flash Alert #056, 12/2/2014 2:21 PM EDT)

[PDF] Baby Boomer Hedge Instructions: Potash Corp, Symbol POT
These instructions are for subscribers who own POT.
(Flash Alert #055, 12/1/2014 2:20 PM EDT)

[PDF] Baby Boomer Recommendation: Pfizer (PFE)
We need to start positioning ourselves for 2015. Here is one of our first recommendations for next year, PFE.
(Flash Alert #054, 11/3/2014 2:18 PM EDT)

[PDF] Baby Boomer Reco: Sell Freeport-McMoran Copper & Gold Inc., Symbol FCX
We need to continue to adjust our portfolio. We have too many resource stocks.
(Flash Alert #053, 10/15/2014 2:17 PM EDT)

[PDF] Baby Boomer Reco: Sell Freeport-McMoran Copper & Gold Inc., Symbol FCX
We need to continue to adjust our portfolio. We have too many resource stocks.
(Flash Alert #052, 10/15/2014 2:16 PM EDT)

[PDF] Baby Boomer Reco: Close PWE, CVA, TJX Positions
We need to do some house cleaning during this downdraft, and make room for more recommendations.
(Flash Alert #051, 10/14/2014 2:15 PM EDT)

[PDF] Baby Boomer Hedge Instructions: Time to Hedge POT
Let’s hedge our POT position.
(Flash Alert #050, 9/25/2014 2:14 PM EDT)

[PDF] Baby Boomer Reco: Short Put On Dow 30 ETF, Symbol DIA
In the next few days I will issue our September market outlook with this month’s recommendation, the Dow 30 ETF (DIA).
(Flash Alert #049, 9/24/2014 2:13 PM EDT)

[PDF] Baby Boomer September Profits, Options Expirations, $429
It’s September options expiration. Below are our options that expired in September:
(Flash Alert #048, 9/19/2014 2:11 PM EDT)

[PDF] BABY BOOMER: ASSIGNMENT, Noble Corp. (NE)
We sold short the NE Sept $31 put. We will be assigned NE as it is below $31, and its September options expiration.
(Flash Alert #047, 9/19/2014 2:10 PM EDT)

[PDF] Baby Boomer Reco: Hedge Target Corp. (TGT)
Target has rallied the last few weeks, let’s hedge our position.
(Flash Alert #046, 9/12/2014 2:08 PM EDT)

[PDF] Baby Boomer Instructions: Hedge TGT
Target has rallied the last few weeks, let’s hedge our position.
(Flash Alert #045, 9/12/2014 2:07 PM EDT)

[PDF] Baby Boomer Recommendation: Hedge SYY
These instructions are for subscribers who own SYY in the Baby Boomer model portfolio.
(Flash Alert #044, 8/22/2014 2:01 PM EDT)

[PDF] Baby Boomer RECO: TJX Companies (TJX)
TJX is down about 18% from its high made early this year. The weakness creates a buying opportunity
(Flash Alert #043, 7/17/2014 1:48 PM EDT)

[PDF] Baby Boomer: Hedge Instructions for Owners of BTE
Let’s hedge our BTE position.
(Flash Alert #042, 7/15/2014 1:43 PM EDT)

[PDF] Baby Boomer: Hedge Instructions for Owners of FCX
Let’s hedge our FCX position.
(Flash Alert #041, 7/15/2014 1:42 PM EDT)

[PDF] RECO: Baby Boomer Roll Up Instructions for POT
These instructions are for subscribers who hedged POT.
(Flash Alert #040, 6/19/2014 1:41 PM EDT)

[PDF] Stock Recommendation for the Baby Boomer Portfolio, UNH
May Stock Recommendation for the Baby Boomer Portfolio, UNH
(Flash Alert #039, 6/6/2014 1:36 PM EDT)

[PDF] Baby Boomer Instructions to Hedge SYY
SYY is close to full value; let’s hedge our position.
(Flash Alert #038, 6/6/2014 1:35 PM EDT)

[PDF] Baby Boomer Instructions to Hedge CAG
These Baby Boomer hedge instructions are for subscribers who own CAG.
(Flash Alert #037, 6/6/2014 1:33 PM EDT)

[PDF] Baby Boomer May Expirations
We have three May options expiring.
(Flash Alert #036, 5/16/2014 1:32 PM EDT)

[PDF] Baby Boomer Hedge Instructions for Subscribers Who Own POT
Potash has resistance at these levels, so let’s hedge.
(Flash Alert #034, 4/23/2014 1:19 PM EDT)

[PDF] Baby Boomer April Options Expiration, Assignments - We Made $3,205
It’s April options expiration.
(Flash Alert #033, 4/17/2014 1:18 PM EDT)

[PDF] Baby Boomer Stocks DD, MRK to Be Called Away, Roll Up Instrucitons for Subscribers Who Own ERF
It's April options expiration.
(Flash Alert #032, 4/17/2014 1:16 PM EDT)

[PDF] Baby Boomer BKCC Short Put Will Be Assigned
It's options expiration, our BKCC short put will be assigned this weekend.
(Flash Alert #035, 4/15/2014 1:31 PM EDT)

[PDF] Baby Boomer Hedge Instructions for Subscribers Who Own POT
Potash is up about 15% since late January, it’s time to hedge the position.
(Flash Alert #031, 4/1/2014 1:10 PM EDT)

[PDF] Baby Boomer March Option Expirations and Profits, $394.
It’s March options expiration.
(Flash Alert #030, 3/21/2014 1:07 PM EDT)

[PDF] Baby Boomer Hedge Instructions for Subscribers Who Own SYY, ADP
There is overhead resistance for ADP and SYY so let’s hedge these positions.
(Flash Alert #029, 3/19/2014 12:27 PM EDT)

[PDF] Let's Take a Long-Term Profit on Our CLX Baby Boomer Position
Let’s take a long-term profit on our CLX position.
(Flash Alert #028, 12/31/2013 12:24 PM EDT)

[PDF] Let's Take a Long-Term Profit on Our KMB Baby Boomer Position
Many baby boomer stocks did much better than anticipated, so let’s take a profit on one of them, KMB. Performance will probably not be as strong next year.
(Flash Alert #027, 12/30/2013 12:20 PM EDT)

[PDF] New Recommendation - VMW Short Put
A new short-term idea for the Baby Boomer Portfolio
(Flash Alert #026, 12/23/2013 12:10 PM EDT)

[PDF] Subscriber Hedge Instructions Who Own ERF, FCX
Let's hedge our Baby Boomer ERF, FCX positions.
(Flash Alert #025, 11/26/2013 12:09 PM EDT)

[PDF] Hedge Instructions for Subscribers Who Own, DD, MRK
We are going to hedge our MRK, DD Baby Boomer positions.
(Flash Alert #024, 11/22/2013 12:06 PM EDT)

[PDF] Hedge Instructions for Subscribers Who Own KMB
Let’s hedge our KMB Baby Boomer position.
(Flash Alert #023, 11/21/2013 12:05 PM EDT)

[PDF] Hedge Instructions for Subscribers Who Own CLX
Let’s hedge our CLX Baby Boomer position.
(Flash Alert #022, 11/20/2013 12:02 PM EDT)

[PDF] New Recommendations - Short Puts on ADP, CL
Let's use weakness in markets to try and add to the Baby Boomer Portfolio.
(Flash Alert #021, 6/8/2011 11:59 AM EDT)

[PDF] Instructions to Hedge Baby Boomer Postions MMP, CLX
Earnings season is almost over, so let’s start hedging some of our positions.
(Flash Alert #020, 2/16/2011 11:55 AM EDT)

[PDF] Baby Boomer Instructions to Add to SSY
Food inflation is starting to impact food related stocks including our Sysco Corp (SYY) position. Let's add to position on weakness.
(Flash Alert #019, 2/8/2011 11:54 AM EDT)

[PDF] Let's Use Weakness to Sell Short Puts for T, SYY
We want to use the weakness in the market to add to our Baby Boomer Portfolio by selling short puts.
(Flash Alert #018, 5/10/2010 11:53 AM EDT)

[PDF] Let's Try and Add to the Baby Boomer Portfolio by Selling Short Puts - DIA, SDY, EEM, KMB
The market is pulling back, let's try to add to our Baby Boomer Portfolio.
(Flash Alert #017, 5/5/2010 11:52 AM EDT)

[PDF] Sell Short Puts for T, KMB
Let’s use the market’s current weakness to add to our Baby Boomer Portfolio.
(Flash Alert #016, 1/25/2010 11:50 AM EDT)

[PDF] Let's Add to Our Baby Boomer Portfolio - T, KMB
We need to add to our Baby Boomer Portfolio positions. Let’s do this by selling short puts.
(Flash Alert #015, 12/21/2009 11:48 AM EDT)

[PDF] Let's Roll Up Our Hedges for ADP, HON, GE
It's options expiration on Friday so let's roll up some of our Baby Boomer Portfolio hedges.
(Flash Alert #014, 12/15/2009 11:48 AM EDT)

[PDF] Add to Baby Portfolio by Selling Short Puts - ADP, SYY, EFA
We need to add to our Baby Boomer Portfolio positions. Let’s do this by selling short puts.
(Flash Alert #013, 12/11/2009 11:47 AM EDT)

[PDF] Baby Boomer Portfolio - Two Positions in the Money, Exercised (KMB, EFA)
We had two positions (EFA, KMB) that were hedged with options that were in the money, and therefore were exercised.
(Flash Alert #012, 7/21/2009 11:39 AM EDT)

[PDF] Instructions for Baby Boomer Portfolio Hedges for RIMM, KMB GE, EFA & Expirations
The following short puts will expire worthless: KMBQJ, ADPQG, JNJQJ. We will get to keep the premiums, approximately $445.
(Flash Alert #011, 5/15/2009 11:04 AM EDT)

[PDF] Time to Hedge Baby Boomer Positions - ADP, GE, KMB, EFA
The markets have had a nice rally since the March lows, but it's time to hedge.
(Flash Alert #010, 4/20/2009 11:02 AM EDT)

[PDF] Hedge Instructions for Baby Boomer Portfolio, EEM, GE, KMB, MDR
These hedge instructions are for subscribers who own EEM, GE, KMB, MDR.
(Flash Alert #009, 3/13/2009 10:58 AM EDT)

[PDF] Instructions for Baby Boomer Portfolio
Earlier in the week we hedged our portfolio on a market rally. The market has pulled back, so now we want to sell some puts that could help us add to our current positions.
(Flash Alert #008, 2/11/2009 10:57 AM EDT)

[PDF] Hedge Instructions for Baby Boomer Portfolio
These hedge instructions are for the Baby Boomer Portfolio and for subscribers who own, ADP, CVX, EFA, HON.
(Flash Alert #007, 2/9/2009 10:45 AM EDT)

[PDF] Instructions for Options Expiration for Baby Boomer Portfolio
It’s options expiration today so here are instructions for our options on GE, CVX, Hon ADP, EFA.
(Flash Alert #006, 1/16/2009 10:37 AM EDT)

[PDF] Hedge Instructions for Baby Boomer Portfolio
Whenever we have a rally, we will probably write options on our positions to lower our costs, lower the volatility of the portfolio and enhance returns.
(Flash Alert #005, 12/17/2008 10:36 AM EDT)

[PDF] Baby Boomer Portfolio Option Assignments- GE, HON Updates Expiration on ADP, KMB
It was options expiration on Friday and two short puts were assigned and two options expired worthless.
(Flash Alert #004, 10/20/2008 10:34 AM EDT)

[PDF] More Hedges Needed for Baby Boomer Portfolio - HON, CVX, GE
The market momentum is on the downside so we need to hedge more.
(Flash Alert #003, 10/6/2008 10:32 AM EDT)

[PDF] Hedges for our Baby Boomer Positions, GE, ADP, CVX
On the strong rally late last week, let’s sell calls as a hedge for our GE, ADP, CVX positions.
(Flash Alert #002, 9/22/2008 10:31 AM EDT)

[PDF] Options Expiration for Baby Boomer Portfolio Positions
Our Baby Boomer positions are doing better than last month. We initiated a few option positions that we need to address as today is option expiration for August options.
(Flash Alert #001, 8/15/2008 10:30 AM EDT)

 

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