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chuck lewis

chuck lewis
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  • Lanny's Recent Purchase - Re-Up In CAT [View article]
    Editor The Lewis Letter CAT Was in my model portfolio low $80's out at $107.25 considering going in at these levels due to the new infrastructure bank formed by 37 countries lead by China.
    Mar 29, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • AT&T: A Bird In Hand Is Worth 2 In The Bush [View article]
    Editor The Lewis Letter
    Excellent review, but AT&T is no longer in the Dow.
    Mar 26, 2015. 01:42 AM | 5 Likes Like |Link to Comment
  • Will Royal Dutch Shell Cut Its Dividend? [View article]
    Editor The Lewis Letter
    Best management of the gushers, stockholder friendly,
    in my model portfolio since 2011 and NOT FOR SALE.
    Mar 20, 2015. 10:35 AM | Likes Like |Link to Comment
  • Better 4% Dividend Stock: ConocoPhillips Or Occidental Petroleum? [View article]
    The Lewis Letter
    Better still is Royal Dutch Shell, 5.6% yield, top management
    with 40,000 gas stations that will pump LNG for trucks.
    Mar 19, 2015. 08:50 PM | 7 Likes Like |Link to Comment
  • Peabody Energy - The Real Canary In The Coal Mine [View article]
    Editor The Lewis Letter
    Could be bought for Icahn or Wilbur Ross' petty cash.
    Mar 16, 2015. 12:33 PM | Likes Like |Link to Comment
  • Valuing Altria: Putting A Price Tag On The Big Tobacco [View article]
    Editor The Lewis Letter
    These Wizards of Odd have been recommending a Sale of MO
    for the last 14 points. Wrong as usual. The SABMiller holdings
    are worth an additional 8 points or more.
    Feb 17, 2015. 12:01 PM | 1 Like Like |Link to Comment
  • Walter Energy -10% after Q4 results miss estimates [View news story]
    Editor The Lewis Letter
    Peabody did not eliminate its dividend, it reduced it!
    If dividend was cut completely it would prohibit funds
    to own it.
    Feb 17, 2015. 09:45 AM | 1 Like Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    Editor The Lewis Letter
    Your quote on Peabody Energy (BTU in the Top Loser category
    is incorrect. BTU closed at $7.65 +.46 on the NYSE. After hours
    trading printed the same price after a 100 share misprint appeared.
    Feb 13, 2015. 06:30 PM | 8 Likes Like |Link to Comment
  • My Ford Tough Portfolio [View article]
    Editor, The Lewis Letter
    What about the heavy insider selling recently filed?
    Never a positive sign.
    Feb 10, 2015. 11:35 AM | 2 Likes Like |Link to Comment
  • Altria's Future Growth Will Mean Investors Are Rewarded [View article]
    Editor The Lewis Letter
    MO has been in my model portfolio since March 2011,
    and is here to stay.
    Did you omit the SABMiller holdings for a purpose as
    they contribute almost $1B in earnings and are on the
    books for far less than real value. It is after all a 27%
    Feb 8, 2015. 12:20 PM | 3 Likes Like |Link to Comment
  • Investors Have No Choice But To Own Gold After This Latest McKinsey Chart [View article]
    Suspect China's yuan is moving in that direction.
    Feb 8, 2015. 12:10 PM | 1 Like Like |Link to Comment
  • ConocoPhillips: 8 Key Takeaways From The Recent Quarter [View article]
    Editor The Lewis Letter
    COP is in my model portfolio to stay, but for
    a better buy Royal Dutch Shell whose dividend
    yield is 6% and safe offers more the money.
    Well managed, shareholder friendly.
    Jan 29, 2015. 12:43 PM | Likes Like |Link to Comment
  • Is Peabody Energy A Good Buy Near 52-Week Lows? [View article]
    Editor The Lewis Letter
    Manning and Napier, money managers of Rochester, New York
    just filed an SEC report owning over 32 million shares up from
    26 million. What do they know?
    I was under the impression BTU's liquidity was in excess
    of $2 billion, not under $500 million.
    Jan 8, 2015. 12:12 PM | 1 Like Like |Link to Comment
  • 2 Tobacco Stocks For 2015 [View article]
    Editor, The Lewis Letter
    Was there mention of MO's understated holdings in SABMiller.
    a most valuable asset contributing $1B in earnings, or
    did I miss it?
    Jan 5, 2015. 11:09 AM | 5 Likes Like |Link to Comment
  • 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