Alan Abelson Died: Lives On Through A Generation He Defined [View article]
A wonderfully reflective article on Alan Abelson, a pleasure to read and thanks for taking the time to pen James. I particularly liked the section on Jim Rogers and your suggestion to repay acts of kindness forward - the smallest actions can reap the biggest rewards.
Analyzing Why BHP Billiton's American Depositary Receipts Trade At Different Prices [View article]
Excellent article Caiman which addresses the questions raised by investors and readers on Seeking Alpha whenever the BHP / BBL comparison is raised. Thanks for the link to the earlier piece on BHP, and it will be interesting to see how the company progresses its' strategy with Klopper's departure.
BHP Billiton: A Better Value Proposition Over Vale [View article]
Interesting points you raise 'TDWelander' and you are right, the complexity of these issues are the very reason accountants and financial planners are required to answer these issues in detail. I'm currently traveling overseas and not in a position to follow up in detail, but I will consider these points for future articles. Thank you for your comments.
Caterpillar Vs. Cummins: Diesel Driven Dividends [View article]
One of my favorite lines from the movie Wall Street is as follows:
"I don't throw darts at a board. I bet on sure things."
Alternative energy technologies are not yet widely accepted in the USA (they are elsewhere), and even when accepted they are not widely adopted until they present a more cost effective option or alternative. Yes the article talks about historical performance, and this alone is important in selecting stocks for dividend growth investors, and to present this information covers more than the preferred article length that Seeking Alpha editors prefer to publish.
There is quite simply, too much information to cover future revenue streams in detail within the same article, to which I have no doubt both companies are working to develop and implement the alternative energy technologies that you suggest. It is an area I hope to write a follow up piece on once I have finished moving back to Australia.
Reviewing Chevron's Performance In The Last Part Of 2012 [View article]
Mark, an interesting article. While you may not be able to access Caiman's article on CVX (selected as a Pro article I believe due to the extensive analysis of the issues associated with the Latin American legal cases in motion), you can view the comments thread.
I worked with Caiman on a collaborative piece regarding CVX (see article here: http://seekingalpha.co...) and I can attest to the amount of work that Caiman put into researching the issue in detail. This occurred because I approached him with respect to getting a 'boots on the ground' assessment of the legal issues, due to the complexities associated with these issues when viewed against those countries who abide with the rule of law, and those that don't.
If you look to many of Caiman's other articles on companies operating in Latin American, you will see some recurring themes. Caiman's DCF valuation of CVX also underscores his position regarding the companies suitability as an investment. For me a big component of Chevron's suitability is how they manage the associated political and legal risk.
It will also be interesting to see the potential impact of Chevron's cost blowouts for its LNG project in Australia - initially touted as $20B but reported to likely be as high as $50B.
50% Down In 2012 - Where Will You Find Your Fortune In 2013? [View article]
Interesting observations 'veggivet' and thanks for sharing your position on AAPL. I ran my own portfolio series on 10 stocks during 2012, but I didn't use it as a direct comparison to the Fortune Portfolio, as to be fair to the Fortune magazine stock pickers I was making decisions and changing positions during the year, whereas the Fortune portfolio was essentially a 'set & forget' scenario. The time frames were also 3 months apart. You can read those articles on the Sun Tzu Series by starting with the first one here:
BHP Billiton: A Better Value Proposition Over Vale [View article]
Thank you for the link and raising the issue of additional output capacity coming on-line. There is a significant amount of information available on new projects BHP is pursuing, such that it warrants an article on this alone, which I may look into in early 2013.
Thank you for your comments on the research and analysis, and welcome to Seeking Alpha.
BHP Billiton: A Better Value Proposition Over Vale [View article]
Thanks for flagging BHP Billiton (BBL) for readers Bob, and the benefits for US investors tax wise, by investing in the dual listed stock. Which raises a good point for Australian readers - I invest in BHP on the Australian stock exchange because it suits my requirements for tax purposes with fully franked dividends.
Glad you enjoyed the article Bob, as always thanks for stopping by.
BHP Billiton: A Better Value Proposition Over Vale [View article]
I have invested in Fortescue prior Caiman, and I still think it is a good company run by good management, however it isn't diversified enough and doesn't meet my criteria for risk at present. Thanks for the suggestion of some more detailed analysis of them, which I will follow up on at the end of Q1 2013.
BHP Billiton: A Better Value Proposition Over Vale [View article]
I haven’t done an in depth analysis of Cliff Resources (CLF) yet Seth, but I agree that there is certainly greater upside to be found in Fortescue Metals Group (FSUMF.PK), however with it comes a much higher degree of risk and volatility. I wrote an article which discusses Fortescue’s upside in detail:
BHP suits my requirements in terms of risk and performance, though I have no issue in recommending Fortescue (see extract from article below) for those whose risk profile aligns with the company’s volatility:
“The next 12 months will be telling in terms of the immediate market for Asia, but as economies strengthen, this is one resources company that is going to have significant upside potential, for decades. I believe this represents an opportunity for more aggressive investors to take a long position in the stock (3-5 years)”.
Thanks for your comments, I might revisit Fortescue and conduct a deep dive of their performance at the end of Q1 2013.
BHP Billiton: A Better Value Proposition Over Vale [View article]
Thanks for the positive feedback, and yes there was a considerable amount of time pulling together this article in conjunction with fellow contributor Caiman Valores. His article and this should be read together to provide a holistic assessment of both BHP and VALE.
Alan Abelson Died: Lives On Through A Generation He Defined [View article]
Regards, Col
Analyzing Why BHP Billiton's American Depositary Receipts Trade At Different Prices [View article]
Salud, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
Caterpillar Vs. Cummins: Diesel Driven Dividends [View article]
"I don't throw darts at a board. I bet on sure things."
Alternative energy technologies are not yet widely accepted in the USA (they are elsewhere), and even when accepted they are not widely adopted until they present a more cost effective option or alternative. Yes the article talks about historical performance, and this alone is important in selecting stocks for dividend growth investors, and to present this information covers more than the preferred article length that Seeking Alpha editors prefer to publish.
There is quite simply, too much information to cover future revenue streams in detail within the same article, to which I have no doubt both companies are working to develop and implement the alternative energy technologies that you suggest. It is an area I hope to write a follow up piece on once I have finished moving back to Australia.
Thanks for your comments.
Regards, Col
Reviewing Chevron's Performance In The Last Part Of 2012 [View article]
I worked with Caiman on a collaborative piece regarding CVX (see article here: http://seekingalpha.co...) and I can attest to the amount of work that Caiman put into researching the issue in detail. This occurred because I approached him with respect to getting a 'boots on the ground' assessment of the legal issues, due to the complexities associated with these issues when viewed against those countries who abide with the rule of law, and those that don't.
If you look to many of Caiman's other articles on companies operating in Latin American, you will see some recurring themes. Caiman's DCF valuation of CVX also underscores his position regarding the companies suitability as an investment. For me a big component of Chevron's suitability is how they manage the associated political and legal risk.
It will also be interesting to see the potential impact of Chevron's cost blowouts for its LNG project in Australia - initially touted as $20B but reported to likely be as high as $50B.
Regards, Col
50% Down In 2012 - Where Will You Find Your Fortune In 2013? [View article]
http://seekingalpha.co...
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Thank you for your comments on the research and analysis, and welcome to Seeking Alpha.
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Glad you enjoyed the article Bob, as always thanks for stopping by.
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
http://seekingalpha.co...
BHP suits my requirements in terms of risk and performance, though I have no issue in recommending Fortescue (see extract from article below) for those whose risk profile aligns with the company’s volatility:
“The next 12 months will be telling in terms of the immediate market for Asia, but as economies strengthen, this is one resources company that is going to have significant upside potential, for decades. I believe this represents an opportunity for more aggressive investors to take a long position in the stock (3-5 years)”.
Thanks for your comments, I might revisit Fortescue and conduct a deep dive of their performance at the end of Q1 2013.
Regards, Col
BHP Billiton: A Better Value Proposition Over Vale [View article]
Regards, Col