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chuck lewis

chuck lewis
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  • Peabody Energy: Bottomed Out, Upgraded And Ready To Recover [View article]
    Editor, The Lewis Letter www,thelewisletter.com
    Management has neglected its stuckholders for too long and need a breath of fresh air in the form of a new slate of officers and directors to nudge out the complacent group ruining BTU. An activist should shake up these dead canaries as stock is selling for a third of real asset value, Might as well omit the meaningless dividend. If "reduce" to "neutral" is an upgrade what would "buy" be? Are you serious?
    Mar 18 03:48 PM | Likes Like |Link to Comment
  • Caterpillar Inc. Is Worth A Lot More Than Its Current Price [View article]
    Editor, The Lewis Letter, http://bit.ly/ZKGKDw. com
    CAT bottomed last Thursday, 88.17, above its 200 sma 88.05. Friday stock broke above Thursday's rebound high (Match 14th).
    Mar 17 01:18 PM | Likes Like |Link to Comment
  • Coal companies continue to flounder, and Cowen analysts think the met coal sector may not see improvement with no near-term positive catalysts on the horizon. Australia's rainy season has left met coal production relatively unscathed, and China's high inventories and weakening steel prices could pressure pricing. Among coals, the firm favors Walter Energy (WLT) for the long term. [View news story]
    Obviously if WLT broke even, BTU made its $300K as you write, then the conclusion of BTU making money is correct. According to the E-Trade reports, WLT lost over $14 a ahare for the last trailing 12 months. BTU lost over $1.85 same period and sells for $8 less a share. Where is the comparison?
    Mar 17 01:10 PM | Likes Like |Link to Comment
  • After forcing concessions from SandRidge, Chesapeake and Hess, activists may feel emboldened to target more laggards that have missed the uptick in energy stocks, Claudia Assis writes. Sluggish Apache (APA) has prompted concerns about its management and growth potential, Occidental (OXY) is under pressure to keep costs under control, and Peabody (BTU) shares have sunk ~19% YTD. [View news story]
    the rest of the sector is a bankruptcy ready to happen, managements that failed. These BTU guys care less for the stuckholders and the price of the stock, down 20% YTD proves it.
    Mar 17 12:46 PM | Likes Like |Link to Comment
  • Ford (F) lowered CEO Alan Mulally's compensation by 29% to $20.95M in 2012 after the car maker missed its goals for profit, cash flow and market share. Mulally's package was made up of a $2M salary, a $3.95M bonus, and $15M of stocks, options and other compensation. Despite the wage cut, Mulally is still probably the world's best paid automotive CEO. [View news story]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    Deserves every penny. Malally main reason Ford is in my model portfolio. He is responsible for "bringing back the dead" in new models, strong financials, no government loans, restored credit rating to investment grade, stock appreciation.
    Mar 17 12:38 PM | 1 Like Like |Link to Comment
  • Coal companies continue to flounder, and Cowen analysts think the met coal sector may not see improvement with no near-term positive catalysts on the horizon. Australia's rainy season has left met coal production relatively unscathed, and China's high inventories and weakening steel prices could pressure pricing. Among coals, the firm favors Walter Energy (WLT) for the long term. [View news story]
    One could own BTU for under $70, worth more than WLT which loses money like the rest of the sector except Peabody.
    Mar 16 11:46 AM | 1 Like Like |Link to Comment
  • The Return Of King Coal And The Coal Stock To Play The Rebound [View article]
    Agree under new management who have no respect for their stuckholders and no credibility in the financial community. The miniscule dividend, which you need an enlarger to find is a disgrace. Wake up Wilbur Ross and small the coffers. Every time Vic Svec makes a speech for BTU, he's Senior VP Investor Relations, stock drops.
    Mar 16 11:42 AM | Likes Like |Link to Comment
  • After forcing concessions from SandRidge, Chesapeake and Hess, activists may feel emboldened to target more laggards that have missed the uptick in energy stocks, Claudia Assis writes. Sluggish Apache (APA) has prompted concerns about its management and growth potential, Occidental (OXY) is under pressure to keep costs under control, and Peabody (BTU) shares have sunk ~19% YTD. [View news story]
    the "buyout" by an unfriendly activist is the only answer with present entrenched management collecting their pay and under managing a great asset. The proof is when a new management takes over the subject stock runs up. This group have no credibility in the financial community. Will seek a white knight when an a vulture lands in St. Louis. BTU is down almost 20% YTD, It did not split 2:1. It will be a teen ager sooner than later, selling under 20. A plus is: NG is rallying towards 4 which would help BTU.
    Mar 16 11:31 AM | Likes Like |Link to Comment
  • Coal companies continue to flounder, and Cowen analysts think the met coal sector may not see improvement with no near-term positive catalysts on the horizon. Australia's rainy season has left met coal production relatively unscathed, and China's high inventories and weakening steel prices could pressure pricing. Among coals, the firm favors Walter Energy (WLT) for the long term. [View news story]
    Editor The Lewis Letter, and let us not forget Peabody Energy, the largest miner on the planet and making money versus the rest of the sector near bankruptcy. Market cap of $5B is petty cash to most activists, BTU sells at a thord of real asset value. A better deal than WLT.
    Mar 15 05:00 PM | 2 Likes Like |Link to Comment
  • Ford Vs. GM: Which Stock Is A Better Buy For Investors Now? [View article]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    All comments written make more send than the article. I carry Ford in my model portfolio for the following reasons: solid balance sheet, solid Malally management, solid array of new models, refused bailout money, solid dividend (vs none for GM) solid technicals.
    $18+ buy year end.
    Mar 15 02:36 PM | 2 Likes Like |Link to Comment
  • After forcing concessions from SandRidge, Chesapeake and Hess, activists may feel emboldened to target more laggards that have missed the uptick in energy stocks, Claudia Assis writes. Sluggish Apache (APA) has prompted concerns about its management and growth potential, Occidental (OXY) is under pressure to keep costs under control, and Peabody (BTU) shares have sunk ~19% YTD. [View news story]
    Peabody management speaks volumes of how great the Company is at analyst and investors meetings with little reaction. It is a credibility issue. Management can seek a white knight before an unfriendly activist gets "active". Dead money under present conditions. Market cap of $5B is peanuts and petty cash for a Wilbur Ross type vulture.
    Unless someone makes a move on BTU or the company sells itself your holdings have little hope to move upward. Dividend is punk.
    Mar 15 10:48 AM | Likes Like |Link to Comment
  • After forcing concessions from SandRidge, Chesapeake and Hess, activists may feel emboldened to target more laggards that have missed the uptick in energy stocks, Claudia Assis writes. Sluggish Apache (APA) has prompted concerns about its management and growth potential, Occidental (OXY) is under pressure to keep costs under control, and Peabody (BTU) shares have sunk ~19% YTD. [View news story]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    I have written on these pages and in my Lewis Letter how complacent the Peabody management as far as stuckholders are concerned. BTU is the only (and largest) coal company that makes money, the rest are near bankruptcy. The stock's market cap is a petty cash $5 billion selling at a third of real asset value. My writings are sent directly to the company's Senior VP, Investor Relations without response. The only way to "move" management is to hang them by yhe heels down a mine shaft. They will not "volunteer" anything, nor can they be "forced" unless one has the tickets to throw them out. A vulture type pirate will shock the lamp lights out when it swoops in take BTU away, and the canaries will sing again.
    Mar 14 06:13 PM | 3 Likes Like |Link to Comment
  • Shell (RDS.A, RDS.B) CEO Peter Voser's 2012 pay package was more than double that of his nearest rival, BP's Bob Dudley, reflecting the companies' diverging fortunes. Voser's total 2012 remuneration was €5.1M ($6.6M), including a €3.3M cash bonus on top of an annual €1.6M salary and other benefits. Dudley got salary, cash bonus and other benefits worth $2.7M in 2012. [View news story]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    Underpaid and over worked. Deserves more for a Hurclean effort.
    Mar 14 04:35 PM | Likes Like |Link to Comment
  • James River Coal Company's Big Red Flag [View article]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    There is only one coal company worth owning, not mentioned here,
    that being Peabody Energy, the only sector leader that makes money. Most of the others mentioned here are broker unfortunately. And when they topple they take BTU"s stock price down with them.
    Management is very complacent and with a market cap of only $5B can be acquired with a major vulture' petty cash for double the current price. Stuckholders unite and get rid of the lazy operators so the canaries can sing again and the lamps lit up.
    Mar 14 04:30 PM | Likes Like |Link to Comment
  • Ford Is Still A Buy For Investors [View article]
    Editor, The Lewis Letter, http://bit.ly/W3uM5K
    There has been a disarray of bull/bear articles recenty including a recommended short sale. This article is more accurate than the rest as it pin points the positives taht will drive Ford to 15 on its way to 18 by year end: positve management, positive sales, positive dividend, positive styling, positive financials. and one of the largest short positions listed,
    Mar 13 04:51 PM | 1 Like Like |Link to Comment
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311 Comments
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