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  • Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [View article]
    David...add ANAT to the list. It is the sister company of NWLIA - both controlled by the Moody Family. Also, KCLI is another unappreciated insurer trading below book. Disclosure - I am long both.
    Jul 03 15:53 pm |Rating: 0 0 |Link to Comment
  • BP CEO: Three Oil Myths [View article]
    "Production by the Organisation of the Petroleum Exporting Countries fell by 350,000 barrels of oil a day last year."

    Production fell last year because OPEC is a cartel that fixes production at an artificial level. That's the point.
    Jun 11 11:49 am |Rating: 0 0 |Link to Comment
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