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  • What Middle East Tensions Mean For Oil Prices And Equity Portfolios [View article]
    RK is the best: very high knowledge and concise.
    Aug 15 02:53 PM | 1 Like Like |Link to Comment
  • Why Buy Caterpillar In A Market Downturn? [View article]
    "The Caterpillar Way" is a book written by Bouchard & Koch last fall. They call CAT the best company in the world to own long-term. I own CAT but if I did not I would put in 1/3 of my position today and buy 1/3 more every time it went down 5% more.
    Aug 8 01:13 PM | Likes Like |Link to Comment
  • Is It Time To Prepare For Inflation? [View article]
    Energy pipelines' (MLPs, LPs) earnings and stock prices have not been tested by high inflation like the 1970s. Roger Conrad (Energy & Income Advisor) or Josh Peters (Morningstar) needs to write about this issue. Maybe Mr. Koesterich will? His company is certainly large enough to research this question.
    Jul 17 07:05 PM | 1 Like Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    Take this down, please. I am sick of reading it on my listing 2 months AFTER! Everyone read it and it has not happened so you do not know what you are talking about.
    Jun 30 01:34 PM | Likes Like |Link to Comment
  • Kinder Morgan: Sitting In The Liquefaction Catbird Seat [View article]
    Those four names are all very good.
    Jun 23 12:26 PM | Likes Like |Link to Comment
  • Altera: A Semiconductor Catch-Up Play Long In The Making [View article]
    Finally, a recommendation that has not already risen 35% of more. Thank you.
    Jun 16 09:17 AM | Likes Like |Link to Comment
  • General Electric: The Past Is Always Tense, The Future Perfect [View article]
    Our new president (after BO) will roll back all the fascist mandates of the man who is allowing the Middle East to go up in flames.
    Jun 15 07:25 PM | Likes Like |Link to Comment
  • Memorial Production Partners: 10% Yield Play With Insider Buying [View article]
    People always write about high-flying stocks! Please tell me before they go up 20%!
    Jun 15 07:23 PM | 1 Like Like |Link to Comment
  • Coach: A Long-Term Investment Opportunity In A Good-Yielding Stock [View article]
    Buy more if you are a true believer in the company. This is a rare company.
    Jun 12 03:32 PM | 1 Like Like |Link to Comment
  • Vale S.A.: A Buy Or A Sell? [View article]
    Your comment was 2 Jun and a lot MORE bad news about iron ore and Brazil has occurred. Vale has held up fairly well so maybe this is a bottom?
    Jun 12 02:32 PM | Likes Like |Link to Comment
  • Vale S.A.: A Buy Or A Sell? [View article]
    BHP top management has spent tremendous amounts of time and $ growing their USA nat gas / oil assets. I hate that for this should be a mining company. Maybe they would have predicted the commodities downturn had they not spend so much time on energy.
    Jun 8 01:49 PM | Likes Like |Link to Comment
  • BHP's Moat And Castle: What's The Difference? [View article]
    BHP management is distracted by their oil/gas properties. Are they a miner or mini-Exxon? If they have so much money to burn that they buy oil/gas properties then it is not the company for me -- for they should have bought back shares and paid higher dividends.
    Jun 3 04:11 PM | Likes Like |Link to Comment
  • Vale S.A.: A Buy Or A Sell? [View article]
    I believe in Vale and would buy more on dips. Yesterday Dennis Gartman said he strongly believes in Chinese growth:
    Jun 3 04:04 PM | Likes Like |Link to Comment
  • Vale S.A.: A Buy Or A Sell? [View article]
    Commodities stocks like Vale, BHP, act counter to the general stock market, seemingly for long periods of time. But with governments world-wide printing oceans of money, I still like 20% of my assets in stocks like Vale. I have about 5% of my $ in Vale and looking to buy more on dips.
    Jun 3 04:02 PM | Likes Like |Link to Comment
  • Vale S.A.: A Buy Or A Sell? [View article]
    Very good question. Will Vale develop a railroad through Peru to the Pacific Coast and load Valemax carriers there?
    Jun 3 03:59 PM | Likes Like |Link to Comment