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chuck lewis

chuck lewis
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  • Peabody Energy: Q3 Earnings Show Improvements On The Cost Side [View article]
    Editor The Lewis Letter
    It is about time CEO Bryce delivered the goods.
    BTU's financials are encouraging, With $466M in cash and
    $2.3B in total liquidity BTU will survive versus its peers.
    Management publish the financial details at request
    after Arch Coal supplied theirs.
    Oct 20 11:46 AM | Likes Like |Link to Comment
  • ConocoPhillips Trades At A Compelling Valuation, Yields 4.4% [View article]
    Editor The Lewis Letter
    COP HAS BEEN IN MY MODEL PORTFOLIO SINCE 2011
    AND WILL REMAIN SO. EXCELLENT ANALYSIS, COULD
    NOT AGREE MORE. ALSO HAVE ROYAL DUTCH SHELL "A"
    WHO REPURCHASES ITS OWN STOCK DAILY. GOOD FOR
    THEM GOOD FOR THE INVESTOR. PAYS THE HIGHEST
    DIVIDEND IN THE SECTOR.
    Oct 17 06:17 PM | 3 Likes Like |Link to Comment
  • ConocoPhillips In A Low-Price Environment [View article]
    Editor The Lewis Letter
    COP has been in my model portfolio since 2011 and
    will remain there, as will Chevron and Royal Dutch,
    which pays a higher dividend than COP.
    Oct 9 12:04 PM | 2 Likes Like |Link to Comment
  • Altria Group: Buy, Hold, Or Sell At Its New 52-Week High? [View article]
    Editor The Lewis Letter
    The best is yet to come. Cheers with SAB Miller.
    Oct 8 02:01 PM | 3 Likes Like |Link to Comment
  • Royal Dutch Shell: Patience Is Paying Big Dividends [View article]
    The Lewis Letter - Editor
    Excellent analysis of a "new management" that almost
    daily repurchases its own stock. Good for Shell, good
    for "you". Leading LNG explorer with 40,000 Shell gas
    stations ready to refuel LNG running vehicles when
    installed. Top dividend payer of the gushers.
    Oct 7 10:15 AM | 1 Like Like |Link to Comment
  • Why Caterpillar Could Become A Top Income Stock [View article]
    Editor The Lewis Letter
    Sure if the stock price keeps dropping the yield will increase.
    A Sell recommendation was made when CAT was 107.25
    having been in the model portfolio since 2011 at very low
    cost. At $85 would be a buyer. Coal mining killed the
    canaries.
    Sep 30 12:06 PM | 1 Like Like |Link to Comment
  • Update: Peabody Energy Raises Earnings Guidance But China Remains A Major Concern [View article]
    Editor The Lewis Letter
    Peabody's gestures are a time waster as CEO Bryce has lost credibility with stuckholders. A new manager is required as the current group has very little skin in the game, stock ownership small. This group has never heard a canary sing or lit a miner's lamp. Wilbur Ross where are you?
    Sep 26 09:52 AM | 2 Likes Like |Link to Comment
  • Update: Caterpillar Earnings - Dealer Sales Down 10% [View article]
    Editor The Lewis Letter
    Not for long!
    Recommended sale out of model portfolio at 107.25,
    would reconsider buying 94, where it is heading.
    Sep 22 01:47 PM | Likes Like |Link to Comment
  • Why I'm Buying Up Coal Stocks [View article]
    Editor The Lewis LetterThrow a going away party for CEO Greg Bryce who owns $13,000 worth of BTU stock, There has not been a purchase of BTU stock bt management in five years. They have no skin in the game and are an entreched group of compacent losers.BTU needs management i.e.Wilbur Ross. Stuckholders revolt! Company can be bought for petty cash.
    Sep 22 12:08 PM | 1 Like Like |Link to Comment
  • It's Not Peabody Energy's Fault [View article]
    Editor The Lewis Letter
    Time for Peabody to consider a sale or merger with a more competent management
    as CEO Greg Bryce has lost his way. BTU could be bought for petty cash selling well
    below stated book. The canaries died, the miners lamps are out. These managers do
    not own any stock to speak of, have no skin in the game. Where is Wilbur Ross?
    Sep 22 11:29 AM | Likes Like |Link to Comment
  • Structural Changes In The Coal Industry: Time To Pay Attention [View article]
    Editor The Lewis Letter
    The major change needed at Peabody is its management who ownvery little stock. They have no skin in the game. An activist looking assets in the ground could buy BTU for petty cash, selling below stated book value.
    Sep 18 10:44 AM | 2 Likes Like |Link to Comment
  • Altria Group Could Receive A Multi-Billion Dollar Payoff As SABMiller Plc Is In Play Once Again [View article]
    Editor The Lewis Letter
    Would've, should've. could've and if.
    Sep 16 12:17 PM | 1 Like Like |Link to Comment
  • Peabody Energy: Buy While There Is Blood In The Streets [View article]
    Editor The Lewis Letter
    What is needed here is a activist investor, i.e. Wilbur Ross
    or Carl Icahn, both asset grabbers. Current CEO Bryce has
    killed off the canaries and the miners' lamps are burned out.
    Management has is to complacent and should be replaced.
    A foreign entity could take BTU over for petty cash.
    Sep 16 11:11 AM | Likes Like |Link to Comment
  • Altria Group Could Receive A Multi-Billion Dollar Payoff As SABMiller Plc Is In Play Once Again [View article]
    Editor - The Lewis Letter
    Altria should be worth an additional 16 points if SAB deal us done.
    It has been in my model portfolio for three years and is there to stay.
    Sep 15 10:28 AM | 6 Likes Like |Link to Comment
  • Safe Bulkers Is Well Positioned For The Upcoming Dry Shipping Rally [View article]
    I appreciate your enlightening comments, accurate I am sire
    in most instances, However, I see Safe Bulkers as the exception
    to the rule. Unlike most shippers, the SB guys own I believe
    over 60% of the company. They are young and aggressive (I
    believe it is a third generation ownership) and have delivered
    the financial goods year in and year out, good times and bad.
    Sep 8 08:34 PM | Likes Like |Link to Comment
COMMENTS STATS
358 Comments
255 Likes