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chuck lewis

chuck lewis
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  • 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.
    May 20, 2013. 01:00 PM | Likes Like |Link to Comment
  • 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?
    May 15, 2013. 06:46 PM | Likes Like |Link to Comment
  • 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).
    May 15, 2013. 05:15 PM | Likes Like |Link to Comment
  • The Market May Favor Shorting Ford [View article]
    Editor The Lewis Letter
    Insider selling in the first 90 days of 2013 closed the garage doors for me, no longer parked in my model portfolio.
    May 15, 2013. 03:50 PM | 1 Like Like |Link to Comment
  • 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.
    May 15, 2013. 12:53 PM | 2 Likes Like |Link to Comment
  • Don't Hang Up On AT&T, The Stock Has Room To Grow [View article]
    Editor The Lewis Letter
    This retort is excellent. A true eye opener.
    AT&T is in my model portfolio, but not for long, literally. Thanks.
    May 12, 2013. 10:27 AM | Likes Like |Link to Comment
  • 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.
    May 11, 2013. 10:59 AM | Likes Like |Link to Comment
  • Is Ford About To Go On A Major Run? [View article]
    Editor The Lewis Letter
    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.
    May 10, 2013. 04:12 PM | Likes Like |Link to Comment
  • 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.
    May 10, 2013. 09:44 AM | 4 Likes Like |Link to Comment
  • 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.
    May 8, 2013. 02:39 PM | 3 Likes Like |Link to Comment
  • Today's dead-cat bounce in the mining sector looks like a reaction to the overwhelming bearishness, expressed in the options market yesterday by heavy buying of GDX puts. Volume in the gold miners ETF (GDX +4.8%) is only about average so far, indicating mere short-covering and no stampede back into gold stocks, Randall Forsyth writes. ABX +7.6%, GG +4.5%, NEM +4%[View news story]
    Editor The Lewis Letter
    The missing ingredient in the financial markets is short covering, hence the low volume average days, excluding option expiration days. I expect a short squeeze could develop from yesterday's bearish option activity. Where did Randall Forsyth, one of my favorite writers, report this story?
    May 8, 2013. 02:25 PM | Likes Like |Link to Comment
  • Buy Safe Bulkers: Smart Management With Skin In The Game [View article]
    Editor The Lewis Letter
    SB has been in my model portfolio for almost two years. Best management of the sector, pays dividends out of earnings, not debt. Insider bought a cargo load at 3, some 500K shares last year. Had a awesome yesterday, +10%, $5.50 on over 900K shares of which a block of over 230K traded near the high..
    May 8, 2013. 09:53 AM | Likes Like |Link to Comment
  • Shell And BP Are Looking For A New Dawn: What's In The Cards For Their Future? [View article]
    Editor The Lewis Letter
    Royal Dutch Shell recently raised its quarterly dividend to $0.90, current yield 5.23%, not 4.23% as published here. Great piece otherwise.
    May 7, 2013. 04:35 PM | Likes Like |Link to Comment
  • Coal (KOL) is staging a comeback in the Midwest, as new technologies remove barriers to mining in the Illinois Basin, boosting output and bucking the overall trend, WSJ reports. The region had been largely ignored due to its coal deposits being richer in sulfur, but new scrubbing technology, which removes excess sulfur to meet emissions standards, causes companies to take a fresh look. [View news story]
    Editor The Lewis Letter
    Let us hope it "scrubs" off on BTU.
    May 6, 2013. 02:48 PM | 1 Like Like |Link to Comment
  • Ford Is Finding Its Groove [View article]
    Editor The Lewis Letter
    Your favorite should be "green" like in $$$$$$$$$$$$$$$$.
    May 4, 2013. 12:28 PM | Likes Like |Link to Comment