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Davy Bui

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  • Surveying the Defense Industry
    on Apr. 9, 2009 BA, CAI, LMT 1 Comment
  • Portfolio Performance: Positive. Market Outlook: Hazy
    on Apr. 3, 2009 PBR, FCX, PWE 2 Comments
  • Screening for Ben Graham Bargains
    on Mar. 26, 2009 NTE, KSWS, ACTS 1 Comment
  • Screening for Opportunities in Debt-Laden Stocks
    on Mar. 17, 2009 DB, ADS, VRSN Comment!
  • Opportunities in the Oil Sector
    on Mar. 11, 2009 XOM, BP, CVX 15 Comments
  • A Portfolio Update: Replacing Gold with Energy
    on Mar. 6, 2009 FCX, XOM, AUQ 9 Comments
  • Penn West Energy's Reassuring Earnings Update
    on Mar. 1, 2009 PWE 16 Comments
  • Brookfield Asset Management: Holding Up in Global Downturn
    on Feb. 24, 2009 BAM, NBDFF, BRP 3 Comments
  • Q4 Holdings of Boone Pickens, David Winters and Jim Puplava
    on Feb. 19, 2009 CHK, BTU, RIG 6 Comments
  • Q4 Holdings of Bruce Berkowitz, Robert Rodriguez and Mohnish Pabrai
    on Feb. 18, 2009 HUM, GD, BA 3 Comments
  • Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn
    on Feb. 17, 2009 CSE, THRX, STAR 4 Comments
  • Finding Solid Companies Overseas
    on Feb. 12, 2009 YZC, TKC, MBT 6 Comments
  • A Portfolio Update and Some Thoughts on the Market
    on Feb. 2, 2009 INTC, AMAT, NTE 1 Comment
  • Freeport McMoran: Latest Update Is Reassuring
    on Jan. 30, 2009 FCX 8 Comments
  • Buffett Is Not a Leader, Just a Great Investor
    on Jan. 29, 2009 BRK.A, BRK.B 7 Comments
  • Penn West Still Shaky After Cutting Distribution
    on Jan. 22, 2009 PWE 11 Comments
  • False Start in the Bond Market?
    on Jan. 21, 2009 HYG, JNK 2 Comments
  • Will Chesapeake Outperform the United States Oil Fund ETF?
    on Dec. 23, 2008 CHK, USO 3 Comments
  • Bonds, Convertibles and the U.S. Dollar: Eye on Chesapeake Preferreds
    on Dec. 16, 2008 UUP, UDN, TLT 7 Comments
  • Oil Won't Stay Down for Long
    on Dec. 11, 2008 TLM, BP, CHK 38 Comments
  • Freeport-McMoran: Dead Money Until Copper Prices Recover
    on Dec. 5, 2008 FCX, AUQ 22 Comments
  • Agreeing With Bill Gross: Corporate Bonds Better Than Equities
    on Dec. 3, 2008 SHLD 2 Comments
  • My Portfolio Moves and Market Outlook
    on Dec. 2, 2008 ACAS, BAM, CHK 4 Comments
  • Klarman, Einhorn and Witmer: Examining Q3 Filings
    on Nov. 21, 2008 IACI, RHIE, ACGY 1 Comment
  • Berkowitz, Rodriguez and Pabrai: Examining Q3 Filings
    on Nov. 19, 2008 BA, BAM, BRK.A 2 Comments
  • Penn West Energy: Q3 Earnings Review
    on Nov. 18, 2008 PWE 8 Comments
  • Chesapeake Energy Continues to Shore Up Its Balance Sheet
    on Nov. 17, 2008 CHK, STO 10 Comments
  • Jim Rogers on China
    on Nov. 15, 2008 30 Comments
  • Brookfield Asset Management Weathering Economic Turmoil
    on Nov. 13, 2008 BAM 2 Comments
  • American Capital Strategies: Management Credibility in Question
    on Nov. 11, 2008 ACAS 17 Comments
  • Gold Miners: Biggest Drag on My Portfolio, Yet the Biggest Opportunity
    on Nov. 6, 2008 GSK, GG, EWS 6 Comments
  • Ensco International: Strong Underlying Fundamentals
    on Nov. 4, 2008 ESV 1 Comment