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chuck lewis

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  • Natural Gas As A Trucking Fuel Fails To Deliver [View article]
    The Lewis Letter - Chuck Lewis Editor
    I envisioned Shell installing NG pumps in their 40,000
    gas stations to fuel trucks. What perfect distribution.
    Aug 19 09:50 AM | Likes Like |Link to Comment
  • Stay Clear Of Altria At Current Prices: Levered Returns Interactive Model Included [View article]
    The Lewis Letter
    Never more wrong. Dividend rising to $2.06 a share, not understanding SAB Miller
    value, on the books for $6B worth $27B, close to $1B income form it. Stock worth
    $56 if SAB Miller sold.
    Aug 13 04:40 PM | 4 Likes Like |Link to Comment
  • Utility stocks, July's biggest loser, lose their sizzle [View news story]
    Chuck Lewis The Lewis Letter - Editor
    Con Ed has plenty of sizzle beating on earnings and revenues.
    New York City growth is vertical not horizontal and has a $76
    PT.
    Aug 9 10:38 AM | 1 Like Like |Link to Comment
  • Why I've Sold Royal Dutch Shell PLC [View article]
    The Lewis Letter ConocoPhillips is my top pick although you give up some income. Down 10% from its recent high worth $96.
    Aug 9 10:34 AM | 1 Like Like |Link to Comment
  • ConocoPhillips: Investors Are Missing The Good [View article]
    Chuck Lewis The Lewis Letter

    Agree from beginning to end. It is the bad and the ugly investors are
    pouting about when they should be buyers. COP is best of breed!
    Aug 1 03:58 PM | 5 Likes Like |Link to Comment
  • Yellen: Where No Man Has Gone Before [View article]
    Chuck Lewis Editor The Lewis Letter
    Ask the stuckholders who lost billions when Yellen
    did her sellin' against the social network and biotech
    sectors. Facebook alone proved her wrong as did
    Biogen. Yellen became a hedge fund manager instead
    of money manager.
    Jul 27 12:46 PM | Likes Like |Link to Comment
  • Yellen: Where No Man Has Gone Before [View article]
    Like Barron's wrote last week, Greenspan, Bernake, Yellen, "The Three Stooges".
    Jul 26 01:41 PM | 1 Like Like |Link to Comment
  • Newmont Mining - Search For Catalysts [View article]
    Chuck Lewis Editor The Lewis Letter
    Best possible outcome for Newmont is to have it
    acquired by another miner or a foreign entity as
    on China. Present status management is a losing
    cause, NEM's reserves make valuation huge.
    Jul 24 02:23 PM | Likes Like |Link to Comment
  • Peabody Energy Still Waiting For Better Days [View article]
    Chuck Lewis Editor The Lewis Letter
    Unfortunately BTU has been in my model portfolio
    since March 2011. It use to match Joy Gobal price for
    price. Joke over. The management, specifically CEO Bryce
    must go. All of the chicken salad presentations have fallen
    down the mine shaft. Bryce's words killed the canaries and
    blew out the miner's lamps. As asset minded professional
    as in Wilbur Ross could make Peabody alive and well.
    Presently it is a sick sack of coal. News lows every day.
    Jul 23 04:34 PM | 4 Likes Like |Link to Comment
  • Chevron: The Most Undervalued DJIA Component Today [View article]
    Chuck Lewis Editor The Lewis Letter
    Chevron, ConocoPhillips, Royal Dutch Shell are all in my
    model portfolio, have been since 2011. To answer your
    question: I would Buy COP and Shell before CVX. COP
    has plenty of room to move higher based on management's
    strategy. Shell, with the highest payout in the energy sector
    is a leader in LNG and new aggressive management has
    its sights set high. CVX has had a awesome run all ready.
    Jul 22 05:59 PM | 1 Like Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    What about MO's holdings in SAB Miller carried on the
    books for half its true value?
    Jul 17 11:57 AM | 4 Likes Like |Link to Comment
  • Safe Bulkers: Best-In-Class Shipper Poised To Gain As TC Rates Rebound [View article]
    Editor The Lewis Letter
    Excellent analysis. Safe Bulkers has been in my model
    portfolio since 2011, a most rewarding holding.
    What I particularly appreciate about SB is that
    management has skin in the game, the CEO owns
    a controlling interest and participates in all offerings.
    Best managed fleet in the dry bulk space. Owners very
    cost controllers. Dividend a bonus. Pats dividends out
    of earnings, not debt. My present PT is $12.
    Jul 15 11:54 AM | Likes Like |Link to Comment
  • Peabody says it’s still talking with Tinkler on mine sale [View news story]
    Editor The Lewis Letter

    What else is new? BTU management can not even close a $70M deal.
    The most complacent, unpopular group of all the S&P 500 companies.
    Stuckholders will revolt. Oh where is Wilbur Ross?
    Jul 9 06:00 PM | Likes Like |Link to Comment
  • Newmont Mining +1% on reports of increased investor pressure for break-up [View news story]
    chuck lewis editor The Lewis Letter
    Well said, reminds me of Peabody Energy. Same mindset
    as stuckholders suffer. They should all fall down a mine shaft
    while a foreign entity takes over or an activist seeking a
    great asset. 90 million ozs. of gold reserves is not a bad start.
    Jul 9 11:14 AM | 1 Like Like |Link to Comment
  • I Am Bullish On King Coal [View article]
    Chuck Lewis Editor The Lewis Letter
    BTU is hopeless as long as present management
    is allowed to let it seek into a mine shaft. They
    are a complacent bunch of wingless canaries,
    as the lamps go out under their ruthless rule.
    Stuckholders revolt. Wilbur Ross where are you?
    Jul 9 11:08 AM | Likes Like |Link to Comment
COMMENTS STATS
336 Comments
221 Likes