Why ConocoPhillips, With Over 4% Dividend Yield, Is On My Buy List [View article]
Editor The Lewis Letter COP is a component of my model portfolio with CVX, RDS.A. This article underscores the reasons why it is not for sale. Its Gulf of Mexico interests and the new Alaska tax laws adds to the bottom line. It has always been a major natural gas developer. Dividend is a bonus.
Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT). [View news story]
Editor The Lewis Letter Omitting Peabody Energy is like leaving off Chevron in the oil space. BTU, the largest coal miner on the planet has more reserves and assets than any other.
Editor The Lewis Letter Chevron has been in my model portfolio for two years and has out performed Exxon and its peers ongoing. Its low dividend is even higher than XOM. I believe it is never too late to own CVX. I also feel ConocoPhillips will be a surprise upside gusher with the Gulf of Mexico find, Alaska tax breaks, a very smart asset allocation management. And LNG will be huge for these two and Royal Dutch.
Will Caterpillar Bulldoze My Portfolio Higher? [View article]
Editor The Lewis Letter Caterpillar has been in my model portfolio for a year, and is not for sale as all components pay dividends (11 positions). Best yield however is Reynolds America @ 5.10%. Royal Dutch Shell, leader of the LNG gang pats 5.26%. COP, Altria, Chevron, Phillips66, Peabody Energy, Newmont Mining, AstraZeneca @ 5.40%, AT&T. Take your pick. Most top the CAT, although for capital appreciation this one has more than nine lives.
Mining Stocks, Especially Gold, Could Be A Good Investment Right Now [View article]
Editor The Lewis Letter Appreciate this effort as a timely entry point into miners, especially Newmont with its generous 4.4% dividend. A short squeeze could develop once the bears get shook.
Safe Bulkers (SB) declares $0.05/share quarterly dividend, in line with previous. Forward yield 3.98%. For shareholders of record May 27. Payable June 07. Ex-div date May 23. (PR) [View news story]
Editor The Lewis Letter Safe Bulkers did not disappoint, beat on EPS and revenues. Note: if ex-dividend is 06.07.13 how is it paid on 05.27.13?
Caterpillar (CAT -1%) gets dragged down on Deere's (DE -5%) cautious sales outlook for the year, amid concerns that cool, wet weather in the U.S. will hamper this year's farm crop and hold down demand for farm machinery. [View news story]
Editor The Lewis Letter Time to separate the men (CAT) from the boys (DE).
ConocoPhillips Reaches A Transformational Inflection Point - Time To Buy [View article]
Editor The Lewis Letter Excellent analysis of a great gusher. Plus the Gulf of Mexico find, Alaska tax breaks will add to COP's glory. In my model portfolio to stay, Not For Sale.
A Strong First Quarter And Dividend Hike Are Driving Reynolds American Shares Higher [View article]
Editor The Lewis Letter RAI is finally being discovered as a premier investment having recently raised its dividend 6%, from $0.59 to $0,63 quarterly for a forward yield of 5.2%. Occupies a Not For Sale sign in my model portfolio along side Altria, a pair of perfect bookends.
ConocoPhillips: A Closer Look At One Of The Supermajors [View article]
Editor The Lewis Letter The Gulf of Mexico reserves discovery and the Alaskan new tax laws will help generate substantial income for COP's future bottom line.
Royal Dutch Shell Runs For Cash To Create Shareholder Value [View article]
Editor The Lewis Letter Excellent appraisal of Royal Dutch Shell as the stock is finally getting respect from investors, having a reprise of the better days it has seen. In my model portfolio for over a year with COP, Chevron, PSX, and there to stay. Best dividend payout in gusher group.
Why ConocoPhillips, With Over 4% Dividend Yield, Is On My Buy List [View article]
COP is a component of my model portfolio with CVX, RDS.A. This article underscores the reasons why it is not for sale. Its Gulf of Mexico interests and the new Alaska tax laws adds to the bottom line. It has always been a major natural gas developer. Dividend is a bonus.
Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT). [View news story]
Omitting Peabody Energy is like leaving off Chevron in the oil space. BTU, the largest coal miner on the planet has more reserves and assets than any other.
Will ConocoPhillips Benefit From Freeport LNG's Export Approval? [View article]
Totally confusing, like walking through a revolving door to no where.
Chevron's 5-Year Dividend Potential [View article]
Chevron has been in my model portfolio for two years and has out performed Exxon and its peers ongoing. Its low dividend is even higher than XOM. I believe it is never too late to own CVX. I also feel ConocoPhillips will be a surprise upside gusher with the Gulf of Mexico find, Alaska tax breaks, a very smart asset allocation management. And LNG will be huge for these two and Royal Dutch.
Will Caterpillar Bulldoze My Portfolio Higher? [View article]
Caterpillar has been in my model portfolio for a year, and is not for sale as all components pay dividends (11 positions). Best yield however is Reynolds America @ 5.10%. Royal Dutch Shell, leader of the LNG gang pats 5.26%. COP, Altria, Chevron, Phillips66, Peabody Energy, Newmont Mining, AstraZeneca @ 5.40%, AT&T.
Take your pick. Most top the CAT, although for capital appreciation this one has more than nine lives.
Mining Stocks, Especially Gold, Could Be A Good Investment Right Now [View article]
Appreciate this effort as a timely entry point into miners, especially Newmont with its generous 4.4% dividend. A short squeeze could develop once the bears get shook.
Safe Bulkers (SB) declares $0.05/share quarterly dividend, in line with previous. Forward yield 3.98%. For shareholders of record May 27. Payable June 07. Ex-div date May 23. (PR) [View news story]
Safe Bulkers did not disappoint, beat on EPS and revenues.
Note: if ex-dividend is 06.07.13 how is it paid on 05.27.13?
Caterpillar (CAT -1%) gets dragged down on Deere's (DE -5%) cautious sales outlook for the year, amid concerns that cool, wet weather in the U.S. will hamper this year's farm crop and hold down demand for farm machinery. [View news story]
Time to separate the men (CAT) from the boys (DE).
The Market May Favor Shorting Ford [View article]
Insider selling in the first 90 days of 2013 closed the garage doors for me, no longer parked in my model portfolio.
ConocoPhillips Reaches A Transformational Inflection Point - Time To Buy [View article]
Excellent analysis of a great gusher. Plus the Gulf of Mexico find, Alaska tax breaks will add to COP's glory. In my model portfolio to stay, Not For Sale.
Don't Hang Up On AT&T, The Stock Has Room To Grow [View article]
This retort is excellent. A true eye opener.
AT&T is in my model portfolio, but not for long, literally. Thanks.
A Strong First Quarter And Dividend Hike Are Driving Reynolds American Shares Higher [View article]
RAI is finally being discovered as a premier investment having recently raised its dividend 6%, from $0.59 to $0,63 quarterly for a forward yield of 5.2%. Occupies a Not For Sale sign in my model portfolio along side Altria, a pair of perfect bookends.
Is Ford About To Go On A Major Run? [View article]
I was not happy when I read insiders sold $8 million worth of stock over the first 80 days of the year. Never a good sign.
ConocoPhillips: A Closer Look At One Of The Supermajors [View article]
The Gulf of Mexico reserves discovery and the Alaskan new tax laws will help generate substantial income for COP's future bottom line.
Royal Dutch Shell Runs For Cash To Create Shareholder Value [View article]
Excellent appraisal of Royal Dutch Shell as the stock is finally getting respect from investors, having a reprise of the better days it has seen. In my model portfolio for over a year with COP, Chevron, PSX, and there to stay. Best dividend payout in gusher group.