Chemist29

Home Prices May Be Nearing Bottom, Bank Equities to Follow?

omg an optimist! stop publishing! doom and gloom! 50% more to go from drop! Anyways, I hope you are right, but I might pick up a little BBT if this downturn keeps up, valuation is too compelling

Pengrowth Energy, Gold Miners ETF: Value in Commodities

PGH Just recently cut their divvy (distribution) by 25%, hopefully further reductions will not be necessary, but we'll see. They also did not raise their dividend during the massive rise of oil to 147, and they are reducing capex so it seems like a good play to me. Plus, they have significant amounts of oil/gas hedged at around 80 and 90, somewhere around 40-50%? Not sure about that too lazy to check.

Aetna's Supposed Healthcare IT Prowess: The Bar is Set Awfully Low

Haha, sometimes I forget how efficient the private sector is. Experiences like this (which are not difficult to find, everyone i've talked to has them!) really underscore the fact that health insurers might be the one of the worst run businesses. Cable companies give them a run for their money.

GE at a Crossroads: Business Model Becoming Obsolete

What is GE's competitive advantage? Cost of capital. GE borrows money cheaper than even Berkshire Hathaway because of its credit ratings, this low cost of capital allows GE to finance companies buying of the big ticket items like locomotives, turbines, etc etc, thereby giving a steady revenue stream which supports the ratings. How is that a flawed model?

Why Battered Cemex Looks Like a Great Contrarian Buy

I've had my eye on cemex as well, but what about recent issues involving the peso weakening but with its debt in euros and dollars and what not. Plus they had some derivative losses... I think its a great company but they have a lot of debt and I guess there are issues with their ability to service the debt

60% of Google Employee Stock Options Are Drowning

Look elsewhere? Where?

Four Stocks Worth Following

Be careful of PFE's dividend. There are reasons PFE's share price is in the dumps. It starts with l and ends with ipitor. And its going off patent and PFE has no pipeline.

Financial Crisis Hits REITs ETFs Hard

Llook at the one year on VNQ, but it hasn't done much, which goes to say maybe it has a lot of bad news priced in? It took its blows at the end of 07 obviously, but if u had invested at the beginning of the year with dividends you'd be even, not terrible considering YTD market is much worse...

Top Market Cap U.S. Banks: A Long Term View on Value

Where were you on July 15th? I bought USB then, locked up a 7.8% yield and have gained 50% in stock appreciation. Buy on weakness. Only mistake, not buying more companies

Sell-Side Analyst on Fannie: A History of Being Wrong

Does the carpenter blame his hammer? The tools aren't broken.

Fannie, Freddie Headed for Conservatorship

When the news is officially announced, the dow will rise 400 points, you guys are all nuts.

Bear Markets Uncover Value

Thats where dividends come in!

Is the Market Going Up From Here?

Its called dividend stocks! Buy and hold long term and all will be well

Investing in Water - It's Not Just for Drinking

water is not the oil of the next century. there is a lot of water around. And as keithfeather mentioned, just takes some energy to fix it. Same can't be said about oil, although as an investment opportunity, its interesting

GE: Exceptional Total Return Potential at the Current Price

GE is a good company, it makes boatloads of money, but oh wait, the stock price does nothing. Stay away from GE, there are better stocks elsewhere. Its just too hard to exceed expectations, and that's why GE stock doesn't do anything. Another example is MSFT