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  • WSJ: Electric utilities opt to skip fight against Obama carbon rules [View news story]
    This is not a political issue. The efforts of carbon reduction are world-wide, vs. the recent US agreement with China. It would be a waste of shareholder's money fighting the trend.
    Oct 12, 2015. 11:24 AM | 9 Likes Like |Link to Comment
  • OPEC slashes U.S. oil production outlook [View news story]
    Wishful thinking indeed! I can't see Putin reducing his output. He now needs dollars more than ever, and he can afford low prices because he pays his oilworkers in worthless rubles.
    Oct 12, 2015. 08:59 AM | 2 Likes Like |Link to Comment
  • Spectra Energy declares $0.37 dividend [View news story]
    Spectra and Phillips 66 jointly bailed out DCP Midstream. That was a safer bet than taking over WMB.
    Long SE.
    Oct 11, 2015. 01:19 PM | 1 Like Like |Link to Comment
  • Massive protest in Berlin over Europe-U.S. trade deal [View news story]
    A Pacific trade deal was of great benefit to the US, but a European one not so much. 70% of the world's population live around the Pacific, only 5% live in Europe. Do the math.
    Oct 11, 2015. 08:11 AM | 1 Like Like |Link to Comment
  • Celadon Group: Divergence Between Price And Fundamentals [View article]
    You can see "no reason" why this company is not appreciated by investors.
    But I can see one:
    Quarterly dividend: 2 cents. Number of years of dividend increases: 0
    Oct 10, 2015. 12:58 PM | Likes Like |Link to Comment
  • Northern Tier Energy - An Update On The Refinery Outage [View article]
    "We still haven't been told what happened at NTI to cause the shutdown."
    Well, a bit of googling may help you. There are lots of articles on the big fire at NTI.
    Oct 10, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • U.S. funds jumping into Tesoro, Valero in battered energy sector [View news story]
    VLO has an advantage over some of the other refiners: Location, location.
    Oct 9, 2015. 06:26 PM | 3 Likes Like |Link to Comment
  • The Real Reason Belgium Sold 1,098 Tonnes Of Gold [View article]
    The "West" does not just consist of Europe's sellers. It also includes countries like the USA and Canada which enjoy a large annual production of newly mined gold. And the East may indeed be buying, but China and Russia are also producers.
    Oct 8, 2015. 02:08 PM | Likes Like |Link to Comment
  • Boeing wins 182 commercial plane orders in Q3, delivers 580 [View news story]
    What about the order of 300 planes which China's President Xi Jinping just signed when visitng Boeing.
    Oct 8, 2015. 01:11 PM | 2 Likes Like |Link to Comment
  • Talen Energy sells three Pennsylvania power plants [View news story]
    Because the Keystone project gets all the attention of the media, it is often overlooked that TRP is also the operator of electrical power plants on both sides of the border.
    Oct 8, 2015. 08:22 AM | 4 Likes Like |Link to Comment
  • Will The Recent Rally In Valero Energy Shares Last? [View article]
    All refineries are equally affected by the spread, but Valero has something the others don't have: Location, location.
    Oct 7, 2015. 07:31 PM | 2 Likes Like |Link to Comment
  • Raytheon Cyber Security Push A Positive [View article]
    Both government contractors HRS (25% upside) and RTN (16% upside) are in the cyber defense business. Both are excellent and experienced companies, and pay good dividends.
    Long HRS and RTN.
    Oct 7, 2015. 12:54 PM | 1 Like Like |Link to Comment
  • DuPont +12% as new breakup push seen likely following CEO exit [View news story]
    The market always tends to overreact. I doubt that the departure of Ms. Kuhlman was really worth 5.7 billion dollars. Once cooler minds prevail, DD may settle at its true value. Frankly, I would much prefer to see some revenue growth for a change. Let's wait for the earnings report on Oct. 27.
    Oct 6, 2015. 11:31 AM | 2 Likes Like |Link to Comment
  • Forget About Russia Cutting Back On Oil Production [View article]
    Yes, of course the Russians will be pumping like crazy. They are desperate for dollars. Don't forget: They can afford it because they pay their workers in worthless rubles.
    Oct 6, 2015. 10:37 AM | 1 Like Like |Link to Comment
  • Quirky Or Sensible? Weighting A Dividend Growth Portfolio By Quality And Income [View article]
    Thanks, Mike. I have very much the same kind of portfolio, except that I have a few high-yielding Canadians thrown into the mix. My broker said: "I don't understand your strategy, but you seem to be making money."
    Well, actually, making money IS my strategy.
    Oct 5, 2015. 06:26 PM | 7 Likes Like |Link to Comment