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Clearlead

Clearlead
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  • The Best Natural Gas Play May Be Williams Brothers [View article]
    natural gas generation needs pipelines, and gas cheaper than coal.
    Oct 15, 2012. 09:59 PM | 1 Like Like |Link to Comment
  • Mr. Romney And Coal: An Inconvenient Chart [View article]
    can't wait for this silly election between the disappointments and the pathological liars...then we can get back to a grid locked congress that is structurally obsolete and ensures that nothing gets done.
    Oct 9, 2012. 09:14 AM | 2 Likes Like |Link to Comment
  • Upside Winners Arch Coal And Peabody Top Patriot [View article]
    Question, while the recent stay of the EPA's MACT rules helps out the sector, gas is cheap, cheap, cheap, so U.S. utilities seem to have plenty of incentive to continue moving to gas away from coal...did this figure into your analysis?
    Jan 7, 2012. 06:32 PM | 1 Like Like |Link to Comment
  • 2012 Portfolio Planning: Profiting From Utilities [View article]
    I hold DUK and PGN and was quite happy to see that in the low interest rate/adverse to risk environment that investors flocked to utilities, which certainly have their own fair share of challenges. At the moment, I think you are seeing a very healthy pullback, some investors are certainly taking profits and reassessing where to put that money in the new year, but by no means do I think the trend for utilities is broken. At the same time, I agree that utilities need to pull back a bit further for me to add to my positions...but the recent stay of the EPA's MACT rules plus any data that says industrial and employment numbers are getting better would help me get more bullish at these levels and to believe that utilities can achieve the multiples you are hoping for. Good article!
    Jan 7, 2012. 01:28 PM | Likes Like |Link to Comment
  • Utilities Will Trump The Dogs Of The Dow In 2012 [View article]
    seems like XLU got wacked hard today....are you sticking with this?
    Jan 3, 2012. 04:28 PM | Likes Like |Link to Comment
  • Retirement Strategy: Buy On Dips, Add To Core Holdings (Part 6) [View article]
    Curious what folks think about the utilities, will yield chasers push the sector higher or is it time to take profits?
    Dec 31, 2011. 07:37 PM | Likes Like |Link to Comment
  • 6 Stocks George Soros Loves [View article]
    Fascists on the right or left -- both can jump in the sea, neither seem good for business. Problem with this thread is those hurling absurd labels are not addressing the stocks or the merits of the article. Love Soros or hate him, his stock picks are interesting and the analysis of the author has merit.
    Aug 5, 2011. 09:05 PM | Likes Like |Link to Comment
  • Analyzing BlackRock's 5 Top Sells [View article]
    I like how you wrote up this article by presenting your analysis plus a conclusion, that is very helpful.
    Jun 26, 2011. 09:39 AM | Likes Like |Link to Comment
  • Electrify Your Portfolio With Utilities [View article]
    EXC is a leader company, period. DUK's deal with PGN sets up for the CEO of PGN to rise to the top as Rogers steps out of DUK -- both companies have a culture dedicated to dividends, and DUK has been quite progressive in diversifying their generation portfolio now they get nukes from PGN. Others mentioned above also solid. The regulatory environment for utilities is improving, BUT all face big capex for transmission and distribution level smart grid projects, in the face of increasing conservation/demand response...the push to electric vehicles and a recovery of the economy is key for utility growth.
    Feb 5, 2011. 10:35 AM | 2 Likes Like |Link to Comment
  • 20 Relatively Safe and Cheap Dividend Stocks for Income Investors [View article]
    nice run down, useful starting point for one's own homework, thanks! On stocks mentioned, I will add that I was amazed to see Wells Fargo give PFE an "outperform" rating last Wed, since in my book it's a dog, but good for the divy. Finally, I would really would love to add TOT to my portfolio, despite the foreign tax issues that come along with it, and CVX is quite attractive as well -- maybe the much heralded pull back will provide an opportunity to get in.
    Jan 23, 2011. 10:41 AM | 2 Likes Like |Link to Comment
  • Is Intel Destined to Remain Only a Dividend Play? [View article]
    Amen brother X!
    Jan 16, 2011. 12:35 PM | 2 Likes Like |Link to Comment
  • Is Intel Destined to Remain Only a Dividend Play? [View article]
    fully agree with wobatus, can't see it retracing so far, so I am a buyer when/if it dips under $21 to around $20.66. If I am wrong, I will join the crowd buying more at $18 and $19.
    Jan 16, 2011. 12:34 PM | 3 Likes Like |Link to Comment
  • Making Money From the Movies With Cinemark [View article]
    thanks, CNK has a great day yesterday, now appears to be holding the 30 MA....very, very tempting to me!!!
    Jan 5, 2011. 03:24 PM | Likes Like |Link to Comment
  • Pharmaceuticals Pregnant and Overdue [View article]
    nice article, Long MYL and PFE (dividend).
    Dec 10, 2010. 11:46 AM | 1 Like Like |Link to Comment
  • Portfolio Positioning With Caution and Bullishness [View article]
    Thanks so, that would be great to learn about this so as to evaluate whether SNH or similar companies will have the business fundamentals to support a fat dividend/distribution, hence a good opportunity not just something shiny. Again, thanks for sharing!
    Nov 29, 2010. 04:38 PM | Likes Like |Link to Comment
COMMENTS STATS
85 Comments
59 Likes