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Shiv Kapoor
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Articles (72)
Instablog (
11
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StockTalk (
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Comments (144)
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Energy Sector and the Price of Success
on Dec 14, 2009
•
BP
,
CKKHF.PK
,
LUKOY.PK
Sector Performance and the Economic Cycle
on Dec 16, 2009
•
XLB
,
XLE
,
XLF
Economic Sector Performance Following Market Bottoms
on Dec 16, 2009
•
XLB
,
XLE
,
XLF
Transocean Earnings Analysis: A Buy at Current Levels
on Nov 05, 2009
•
RIG
ICICI Bank, HDFC Bank: Neither a Buyer Nor a Seller Be
on Nov 04, 2009
•
HDB
,
IBN
Sterlite: A Buy on Valuation?
on Nov 05, 2009
•
SLT
Wipro: Speculative Positions for Current Phase of Economic Cycle
on Nov 04, 2009
•
WIT
Dell Investors Need More Patience
on Nov 20, 2009
•
DELL
Why Vodafone Is a Buy
on Sep 29, 2009
•
VOD
Is ConocoPhillips a Potential Multi-Bagger?
on Oct 01, 2009
•
COP
,
CVX
,
XOM
What Is McDonald's Thinking?
on Sep 25, 2009
•
MCD
'The Crash of 2008 and What It Means' by George Soros
on Jul 10, 2009
Johnson & Johnson: A Buy on Early Expansion Weakness
on Sep 23, 2009
•
JNJ
GE: Buy on Valuation
on Sep 23, 2009
•
CAT
,
DE
,
GE
Exxon Mobil Is a Buy
on Sep 22, 2009
•
XOM
A Lot to Like About Wal-Mart
on Sep 16, 2009
•
WMT
BHP Billiton: A Booming Company
on Jul 30, 2009
•
BHP
How Companies Create Shareholder Value
on Oct 11, 2009
•
BP
,
COP
,
CVX
An Ode to Pepsi Stock
on Oct 08, 2009
•
PEP
Tata Motors: Time to Hit the Brakes?
on Oct 11, 2009
•
TTM
India Remains an Attractive Market
on Oct 07, 2009
•
EPI
,
IFN
,
IIF
RIG Races Forward
on Jul 27, 2009
•
RIG
Nokia: What's It Worth?
on Jul 15, 2009
•
NOK
Some Thoughts on Inflation and Saving Rates
on Oct 02, 2009
•
DIA
,
QQQQ
,
SPY
Intel: Growth Has Been Formidable
on Jul 14, 2009
•
INTC
Is Infosys Overvalued?
on Oct 09, 2009
•
INFY
Expect Coke's Stock to Rise over the Next Five Years
on Sep 22, 2009
•
KO
Inflated Prices, Equity Bubbles: When Fools Rule
on Aug 06, 2009
•
DIA
,
QQQQ
,
SPY
Rio Tinto: A Rock Solid Investment
on Jul 29, 2009
•
RTP
National Oilwell Varco: Fundamentals Remain Sound
on Jul 23, 2009
•
NOV
Dell at the Plastic Surgeon
on Jul 16, 2009
•
DELL
Anticipating Future Economic Policy
on Jul 13, 2009
•
DIA
,
QQQQ
,
SPY
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Latest Comments on Shiv Kapoor's Articles
Shiv Kapoor
on
Sector Performance and the Economic Cycle
: Ron - I have not read it though I suspect they are not far off...
more »
Ron Rowland
on
Sector Performance and the Economic Cycle
: Shiv, have you reviewed the paper "Sector Rotation over...
more »
dividend_growth
on
Energy Sector and the Price of Success
: Where oil comes of course matters: when supply is cut because of...
more »
jerrydd
on
Energy Sector and the Price of Success
: While much of the article is true, it overstates both future...
more »
long_on_oil
on
Energy Sector and the Price of Success
: Cost of production is based on averages just like purchasing stock...
more »
OilFinder
on
Energy Sector and the Price of Success
: Nice write-up Shiv. Via a more in-depth write-up, you've come to...
more »
Shiv Kapoor
on
Energy Sector and the Price of Success
: Where the oil come matters because at least you have it. But if...
more »
dividend_growth
on
Energy Sector and the Price of Success
: Speaking of Straight of Hormuz, the latest data shows that US gets...
more »
Davewmart
on
Energy Sector and the Price of Success
: Shiv, That clears up where you are coming from nicely. Thanks. I...
more »
Shiv Kapoor
on
Energy Sector and the Price of Success
: I think I may be missing your point. But between 1990 and 2006,...
more »
Davewmart
on
Energy Sector and the Price of Success
: The 2015 is not a spike, but a discontinuity, as the exploitation...
more »
Shiv Kapoor
on
Energy Sector and the Price of Success
: I don't think there is a great deal of tweaking. 2015 shows a...
more »
Davewmart
on
Energy Sector and the Price of Success
: Thanks fort clarifying how your data compares to the IEA...
more »
Ferdinand E. Banks
on
Energy Sector and the Price of Success
: This is a genuinely valuable article, even though I disagree with...
more »
Shiv Kapoor
on
Energy Sector and the Price of Success
: IEA outlook for 2009 sees Mexico declining from 2.7m bpd in 2010...
more »
Latest Comments on Shiv Kapoor's Articles
Latest Comments on Shiv Kapoor's Articles