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  • Cummins: Beaten Down Stock Could Be A Good Choice For Dividend Investors [View article]
    This is a great company, beaten down by bad times in Europe and China, but mostly because of the strong dollar. You have two choices with CMI: sell it to buy it back at a lower price, or start buying it at its current price. I am amazed that Cummins is falling like a rock this year, but as I said, this is a great company and will be fine over time. Its truck engines are needed by the world and are the best engines made.
    Oct 28, 2015. 10:11 AM | 2 Likes Like |Link to Comment
  • American Capital Agency Corp. May Bounce Back Nicely From A Nasty Surprise In Q3 2015 [View article]
    The AGNC dividend is unsustainable. AGNC and ACAS(which I once owned years ago) will be going lower in 2016.
    Oct 28, 2015. 10:05 AM | 1 Like Like |Link to Comment
  • Cummins: Beaten Down Stock Could Be A Good Choice For Dividend Investors [View article]
    Cummins is a great company. It seems to have been hurt by CAT, JOY and DE in the manufacture of heavy equipment by these companies, but the products CMI produces are made for today's truck market which is flourishing. With cheap energy, Cummins' engines aren't selling like they would in a high priced fuel market. For the company to turn around, oil/natgas have to rise and spur buying of Cummins high tech, fuel saving engines. I have been buying CMI for about ten years and will continue to add to my position. I love this company and it will be around for a long time. Well run, lot's of cash and a great product make CMI a buy at its current price: $107 and change.
    Oct 15, 2015. 12:47 PM | Likes Like |Link to Comment
  • Get Out Of [View article]
    As someone who has watched Mark Benioff on Mad Money about twice a year(for the last four or so years), I have to say that he presents a pretty rosy picture of CRM and reignites interest in his company talking to Cramer. I have purchased a few shares at $70 just to start a position in the stock, but I can't seem to get up the courage to increase my share count, because I wonder if CRM will go poof in the cloud and disappear. If and when CRM earnings happen to go kaboom one day, I surely don't want to be on vacation, stuck holding the bag. Also, when I was in San Francisco last year(2014), the Salesforce.Com building was going up in the middle of the city, a very impressive sight, considering Frisco real estate is made of solid gold in that part of town, not dirt. If CRM is built on a smokescreen as some of you here on SA believe, the sound of the CRM building coming down could be nasty. Benioff seems to be trying to sell CRM to Microsoft and with the deal, get a job in the new company. That seems odd if CRM is doing so well. Stay tuned.
    Oct 15, 2015. 12:22 PM | 1 Like Like |Link to Comment
  • Kinder Morgan may need to cut dividend guidance, analyst says [View news story]
    KMI is not going to be able to maintain a dividend in the present environment. I suggest you all watch Jeremy LaKosh's video presentation on the KMI situation concerning the dividend.
    Oct 12, 2015. 02:26 PM | Likes Like |Link to Comment
  • Why Do You Own Facebook? [View article]
    I am surprised that no one here has mentioned Oculus which FB puts on sale next year. Can you imagine what it is capable of and at $300 per shot, will sell like hotcakes. Virtual reality, should be HUGE, especially for anyone who wants to go places "in their living room" that would cost many thousands of dollars by plane or ship. Just think of the sports implications for this device. You can sit in the first row of a sports event and watch it in 3D as though you were sitting in that seat live. Buy FB now while you can. In a year, it will be too late.
    Sep 14, 2015. 11:12 AM | 5 Likes Like |Link to Comment
  • Why Do You Own Facebook? [View article]
    Cramer makes mistakes, but guess what, he has informed thousands of people who invest on the pros and cons of hundreds of stocks, both good and bad. My portfolio has many of his recommendations in it and most of them have doubled over the last ten years. Sure, he gives us a dog or two, but if you have a brain, you will research what you invest in first.
    Sep 14, 2015. 11:06 AM | 6 Likes Like |Link to Comment
  • Don't React To Market Turmoil: Have A Proactive Plan In Place [View article]
    Great advice: STAY CALM everyone! Whoops, did not mean to yell at all of you. Anyway, those of us that buy good companies, with good management, good numbers and a good product, should sleep through these crazy swings. It is the people that buy the ETF's, because they are too lazy to do any research, that lose big when they sell a basket of both good and bad stocks. Spec stocks, same thing, as well as penny stocks. If these were good investments, the prices would be much higher than they are. Buying cheap, risky stocks is like treating the market as a slot machine: it is risky and sure, you may get lucky, but how rarely does that happen.

    I like American companies despite the strong dollar. America makes some great products and has some great tech and industrial companies. It also has super bio and pharma, energy(domestic oil will boom some day) and service related companies that are great investments. The USA has oversight over these companies too, unlike countries such as Brazil or China to name a couple of corrupt places to put your money. Stay away from those "good looking" stocks that are bargains in corrupt nations. That's it from me. I own UNP, EOG, CMI, JNJ, GILD, FB, AAPL, COST, CVX, CVS, PEG, PXD, DIS, CCK, BA, HAR, AMBA, HON, ULTA and PPG. Not all have a dividend of course, but all have a good product and decent growth, which good investors require. I also have SHAK as a spec play because my wife likes it(bought in too high on that one, but it is a small position)! I Know, I have too many stocks, but after 11 years of investing, I could not resist owning all of the above and I do my research (about four hours a day) Investing to me is a hobby. If the market fell by one half, I would still be ahead of the as Alfred E. Neuman always said "What Me Worry"? Gregg L
    Aug 30, 2015. 12:26 PM | 2 Likes Like |Link to Comment
  • Updating My Investment Thesis On Union Pacific [View article]
    Today it was announced that the USA domestics will be able to sell oil to Mexico. Wouldn't that make UNP a major transporter of crude across the southern USA border?
    Aug 14, 2015. 01:56 PM | Likes Like |Link to Comment
  • Bakken Update: Answers To Why U.S. Oil Production Remains High While Prices Tank [View article]
    Mike, loved your techs and graphics on EOG. Impressive and enlightening to say the least. I learned so much from just the graphics alone to see why EOG is a monster when it comes to being such an efficient producer. By the way, the map you included from ShaleMapsPro on EOG is a thing of beauty. Thank you. -Gregg Lorenz
    Aug 9, 2015. 10:52 AM | 3 Likes Like |Link to Comment
  • The Three Stocks It’s a Mistake to Hate [View article]
    RIG is a nightmare still.
    Jul 24, 2015. 07:02 PM | Likes Like |Link to Comment
  • Breaking Down The Integrated Oil Companies - Chevron [View article]
    David, your research is outstanding. Obviously, you put a great deal of time and effort into this report, thank you. I have owned XOM but went all in on CVX years ago. I doubled my money on CVX and thus sold off half of my holding, putting the profits into EOG and PXD. I am a bit heavy on energy(aprox 25% of my portfolio, thus I have been beaten up with oil/natgas tanking. However, since I have been buying CVX eleven years ago at an entry price of $48 bucks, plus throw in a split, I have done quite well.

    I would like to see Chevron buy Pioneer(PXD) or Whiting(WLL) while they are down, but I just don't think CVX can afford it. I hope I am wrong there. Anyway, CVX is a great integrated and I still like it better than XOM or any other IOC. Gregg
    Jul 21, 2015. 12:47 AM | 6 Likes Like |Link to Comment
  • Why Union Pacific Is Becoming An Attractive Gem [View article]
    The trend will continue. Rails are growing their business when you look at it. New products are going the rails and will more than make up for the coal and oil they lose.
    Jul 15, 2015. 06:33 PM | Likes Like |Link to Comment
  • Why Union Pacific Is Becoming An Attractive Gem [View article]
    Where I believe Union Pacific will grow is in the intermodal sector. Think about it, the rails eliminate trucks on the highways by bringing those trailors across long stretches of our nation. That means less truck drivers are needed(by the way, there are not enough commercial drivers for all the trucks out there) and more and more product is going by rail. Union Pacific is like a utility since it has a virtual monopoly on the service it performs. Building a railroad to compete is out of the question, so UNP can pretty much dictate the rates it charges and those rates can easily be kept lower than what truck transport would charge. The rails are a great investment for the long term for that reason.
    Jul 15, 2015. 06:29 PM | Likes Like |Link to Comment
  • Bakken Update: EOG Well Pad Produces Revenue Over $200 Million In 2.5 Years [View article]
    Mike, you have illustrated an amazing story on EOG and so many of the domestics in many of the close to 500 stories you have written for SA. That's one heck of a lot of research my friend. Thank you so much for passing your knowledge on to the rest of us. Gregg
    Jul 14, 2015. 08:57 PM | 2 Likes Like |Link to Comment