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Daveintosa

Daveintosa
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  • Broadcom's CEO Hosts 2012 Analyst Day (Transcript) [View article]
    Economist Good long term investment! GO PACK GO!!!
    Dec 6, 2012. 08:12 PM | Likes Like |Link to Comment
  • Sasol (SSL -1.2%), the world's top producer of motor fuel from coal, says it is going ahead with the construction of a gas-to-liquids plant in the U.S. but the cost will be as much as $6B higher than previously estimated, due to 30% of the fuels being upgraded to "high value chemicals" and construction of the Louisiana-based plant taking place in two phases. [View news story]
    Economist SSL still makes sense in a long term portfolio! GO PACK GO!!!
    Dec 3, 2012. 11:41 AM | Likes Like |Link to Comment
  • Insiders Are Buying Molycorp, Should You Too? [View article]
    Economist SQM makes more sense. GO PACK GO!!!
    Nov 30, 2012. 10:04 AM | Likes Like |Link to Comment
  • Spain's Finance Minister: The New King Of Comedy [View article]
    Economist Hook into some Pescanova and get a double in 5 years. GO PACK GO!!!!
    Nov 28, 2012. 07:09 AM | Likes Like |Link to Comment
  • EU Competition Commissioner Joaquin Almunia approves Spain's plan to recapitalize four nationalized banks, including Bankia, thereby clearing the way for the companies to receive €37B from the eurozone's ESM bailout fund. However, the banks' bondholders will face losses of €10B, while thousands of staff are likely to lose their jobs after Almunia rules that the banks must close up to half their branches within five years. [View news story]
    Economist POP makes sense. GO PACK GO!!!!
    Nov 28, 2012. 06:55 AM | Likes Like |Link to Comment
  • Petrobras (PBR) reportedly has enlisted Citigroup to shop its Houston-area refinery as it continues to shed assets to help fund offshore drilling back home in Brazil. The 100K bbl/day refinery is well located to receive growing crude supplies coming out of shale formations in south and west Texas, but a sale could result in a loss for PBR, which paid nearly $1.2B for the facility. [View news story]
    Economist There is nothing wrong with a corporate refocus. GO PACK GO!!!!
    Nov 27, 2012. 06:34 PM | Likes Like |Link to Comment
  • Alcatel-Lucent: An Asset Based Opportunity [View article]
    Economist Just picked up some more shares of OCTO TECHNOLOGY(ALOCT). I think a double in five years. 5% div.along the way in cloud computing. GO PACK GO !!!!
    Nov 27, 2012. 11:59 AM | Likes Like |Link to Comment
  • Petrobras (PBR -0.9%) says its October oil and gas output improved from September but still lagged year-ago figures, a five-month trend due to maintenance at the offshore Campos Basin. During the month, PBR produced an average 2.58M boe/day in Brazil and abroad, 1.3% less than 2.62M Y/Y. Production is falling even as PBR moves ahead with a five-year $237B investment plan[View news story]
    Economist PBR is a long term winner(not to be confused by the beer I used to drink in the Atlantic Fleet in Norfolk, VA OM2 USS Amphion(AR-13)). GO PACK GO!!!
    Nov 26, 2012. 02:48 PM | Likes Like |Link to Comment
  • BBVA takes advantage of investors demand for some sort of safe yield, offering a covered bond at more than a full percentage point less than what the Spanish government is paying for a similar maturity. "There is huge appetite from investors at the moment," says one banker. Order books for the issue were said to top €2B by mid-morning. [View news story]
    Economist POP makes more sense. GO PACK GO!!!
    Nov 26, 2012. 01:41 PM | Likes Like |Link to Comment
  • Why Investors Should Wait To Buy These 2 High-Yielding French Stocks [View article]
    Economist OCTO TECHNOLOGY(ALOCT) gives you a solid div of over 5%, technology growth via the cloud and does not seem manipulated by the trader crowd. GO PACK GO!!!!
    Nov 24, 2012. 10:18 AM | Likes Like |Link to Comment
  • Sociedad Quimica Y Minera: Buy The Battery Craze [View article]
    Economist Good long term holding with solid dividend. GO PACK GO!!!!
    Nov 21, 2012. 11:28 AM | Likes Like |Link to Comment
  • The euro quickly gives up 0.3% on the French downgrade. CAC-40 futures showed the tiniest of dips, but have returned to about unchanged. Keep an eye on French bond yields to see if they continue tracking the core, rather than the periphery. Ten-year OATS yield 2.07%. The 2-year is at a very Aaa-like 0.11%. [View news story]
    Economist Now is the time to go after solid French companies. OCTO for cloud computing, VRAP to get champagne and Zodiac for covering aerospace. GO PACK GO!!!
    Nov 19, 2012. 08:05 PM | Likes Like |Link to Comment
  • Spain: Lifting The Bailout Fog [View article]
    Economist I would recommend getting some POP when the new shares come out. Spain will get over this. Hook into some Pescanova as well. Gamesa is also a fine long term investment. I have and continue to own these. AB Biotics also makes sense. GO PACK GO!!!
    Nov 17, 2012. 12:19 PM | Likes Like |Link to Comment
  • Key Drivers To Broadcom's $45 Valuation [View article]
    Economist ANO you are smart! GO PACK GO!!!
    Nov 10, 2012. 10:29 AM | Likes Like |Link to Comment
  • Turkey Leading ETFs After Credit Upgrade [View article]
    Economist TTKOM looks good. GO PACK GO!!!
    Nov 10, 2012. 10:28 AM | Likes Like |Link to Comment
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