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chuck lewis

chuck lewis
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  • Chevron: Like It At $120 And $69 [View article]
    Editor The Lewis Letter
    Royal Dutch Shell is cheaper and pays a higher dividend,
    better management.
    Dec 16, 2014. 05:14 PM | 3 Likes Like |Link to Comment
  • California Senate leader wants to force Calpers to divest coal holdings [View news story]
    Editor The Lewis Letter
    Coal will become the most important fuel in the future,
    burning clean coal at a reasonable cost. What happened
    to freedom of purchase where governments should fear
    to tread? DeLeon is an idiot who is short sided to the
    future.
    Dec 15, 2014. 07:10 PM | 5 Likes Like |Link to Comment
  • Altria: An Attractive Investment [View article]
    Editor The Lewis Letter
    Did you forget to mention SABMiller holdings
    or did I miss it? Incredible asset.
    Dec 15, 2014. 10:36 AM | 4 Likes Like |Link to Comment
  • Here's Why I Am Seriously Considering Selling My Altria Stock To Buy Chevron [View article]
    smart idea. how does the author replace 8.8%, based on his original cost?
    Dec 13, 2014. 10:13 AM | 1 Like Like |Link to Comment
  • Here's Why I Am Seriously Considering Selling My Altria Stock To Buy Chevron [View article]
    Editor The Lewis Letter
    Mistake. The yield is obviously lower due to the stock's
    appreciation (MO). You are giving up at least 5 points
    on a SABMiller deal which contributes almost $1B in
    income, on the books for peanuts versus real asset
    value. You pick the most slugish oil to buy, which
    is my model portfolio along with MO. A better bet
    if oil is your taste is Royal Dutch Shell with a 6+%
    yield. But selling MO is giving away the store.
    Dec 12, 2014. 05:54 PM | 8 Likes Like |Link to Comment
  • Peabody Is An Attractive Option To Play The Coal Market Rebound [View article]
    Why they pay one is a mystery to me. (for now).
    Dec 11, 2014. 11:52 AM | 1 Like Like |Link to Comment
  • Why It's Time To Sell DryShips [View article]
    Editor The Lewis Letter
    Your comment is an old post dated May 2013.
    As of September 2014 the debt to equity is 66.2%
    (debt $468.5mm - equity $707.6mm).
    Dec 9, 2014. 01:17 PM | Likes Like |Link to Comment
  • Why It's Time To Sell DryShips [View article]
    Editor The Lewis Letter
    Your reference to the debt to equity is dated back to May 2013,
    (debt $550.5mm - equity $438.1mm). The link in your comment
    gets you to Yahoo finance page for SB. The debt to equity for
    September 2014 is 66.2% (debt $468.5mm - equity $707.6mm).
    Dec 9, 2014. 01:00 PM | Likes Like |Link to Comment
  • DryShips Turns Profitable - Have We Seen The Bottom In The Dry Bulk Industry? [View article]
    Editor The Lewis Letter
    A better investment idea is Safe Bulkers (SB) who pays dividends out of earnings,
    not debt. Management has skin in the game owning 60% of the outstanding shares. SB has a younger fleet than DRYS, and a stronger financial sheet. In my model portfolio looking for a double from current price lebel $4.66.Dividend (3.43% yield) a bonus.
    Dec 4, 2014. 09:13 AM | 3 Likes Like |Link to Comment
  • AT&T Retains Appeal For Investors, Doing Well To Address Competitive Headwinds [View article]
    Dividend gap speaks for itself, AT&T pays much more.
    Nov 22, 2014. 09:23 AM | 1 Like Like |Link to Comment
  • AT&T Retains Appeal For Investors, Doing Well To Address Competitive Headwinds [View article]
    Editor The Lewis Letter
    Solid analysis of a solid company. AT&T has been in my
    model portfolio since 2011 and is there to stay collecting
    generous dividends while awaiting for my PT of 44. It
    certainly outclasses Verizon and the underlings.
    Nov 21, 2014. 11:21 AM | 3 Likes Like |Link to Comment
  • Altria: Another Decent Quarter But The Stock Is A Bit Expensive [View article]
    Try Royal Dutch Shell or GlaxoSmithKline, both high paying
    dividend stocks, 5.24% 5.83% respectively.
    Author is wrong on MO, has room to run to 58, SAB Miller
    the kicker, plus a $0.12 price increase per pack of smokes.
    Pricing power strong.
    Nov 3, 2014. 02:36 PM | 3 Likes Like |Link to Comment
  • Newmont Mining's Q3 beat actually not so impressive, Deutsche Bank says [View news story]
    Well spoken!
    Nov 2, 2014. 11:05 AM | Likes Like |Link to Comment
  • Newmont Mining's Q3 beat actually not so impressive, Deutsche Bank says [View news story]
    Editor The Lewis Letter
    Deutsche Bank is wrong, probably short NEM.
    Earnings were a blowout, reserves are a third of current
    stock price. Prior article: "Why isn't anyone talking about
    Newmont?" worth a read dispelling DB missing the mark.
    Oct 31, 2014. 04:25 PM | Likes Like |Link to Comment
  • Why Isn't Anyone Talking About Newmont? [View article]
    Editor The Lewis Letter
    The possible acquisition question looms mightily over NEM
    for an activist or foreign entity to apply take over moves,
    not forgetting Barrick's hunger. This low price will attract
    suitors, friendly or unfriendly. Reserves too strong to
    forget.
    Oct 31, 2014. 03:39 PM | Likes Like |Link to Comment
COMMENTS STATS
378 Comments
307 Likes