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chuck lewis

chuck lewis
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  • Dissecting The Upgrade Of Peabody Energy [View article]
    after a 2:1 split (only dreaming). President Obama could recommend a Strong Buy, Outperform, of BTU on a nationwide broadcast and the stock would drop a quarter.
    Mar 30 12:09 PM | Likes Like |Link to Comment
  • AT&T'S Board Wants To Up Your Stake! [View article]
    Editor, The Lewis Letter, written narrative on AT&T, encompassing the highlights of why it pays to be a stockholder. The T has been in my model portfolio for 5 years and has a Not For Sale sign on it. Cost 23 and recently recommended as a Strong Buy with a higher LT target (44).Thanks for the reinforcement.
    Mar 30 11:48 AM | 2 Likes Like |Link to Comment
  • AT&T: A Toxic Aristocrat [View article]
    AT&T is a "necessity stock", supplies a product or service one must have, in its case, communications. Other "necessity issues", energy as in oil, natural case, utilities as in electricity, pharmas as in medicines, drugs. You do not steel, chemicals, tech, cars to exist. You do not esnt to be exposed to the best communications company on the planet, including Verizon. Your loss.
    Mar 29 09:56 AM | Likes Like |Link to Comment
  • Chevron Corporation: Profitability Analysis [View article]
    Make the switch into CVX or COP. Better divys too.
    Mar 28 09:24 PM | Likes Like |Link to Comment
  • AT&T: A Toxic Aristocrat [View article]
    Editor, The Lewis Letter,
    Jblau, Pollack and Bleeding Me are in tune with my model portfolio holding of AT&T, where management has always been considerate of its shareholders. Unfortunately, this author must have his charts upside down or confused with another company. If this piece causes weakness, which I doubt, there are buyers waiting to step in who missed the latest move. Keep knocking, we keep buying.
    Mar 28 02:43 PM | 3 Likes Like |Link to Comment
  • Dissecting The Upgrade Of Peabody Energy [View article]
    Hope you are right but doubt it as BTU is a constant disappointment.
    Mar 28 10:21 AM | Likes Like |Link to Comment
  • Dissecting The Upgrade Of Peabody Energy [View article]
    Editor, The Lewis Letter,
    Well written, especially noting the minor stock price increase after an "Outperform" upgrade. That is a typical reaction to a BTU recommendation, a big, fat zero response. Management is complacent and hopefully will be replaced when a vulture flies into St. Louis and throws them out. Market cap of $5B is petty cash to most natural resource investors like Wilbur Ross, George Soros, as BTU has decades of reserves. A waste of money and unfortunately carried in my model portfolio. Dividend's a joke.
    Mar 27 12:45 PM | Likes Like |Link to Comment
  • The skittish dry bulk shipping sector could take a turn higher today with Jim Cramer backing the sector for a recovery. Though Cramer might be on board, other analysts have warned bankruptcy risk is still in play as oversupply issues get worked out in the industry. On watch: EGLE, DRYS, EXM, GNK, SB, ESEA, PRGN, NEWL, FREE[View news story]
    Editor, The Lewis Letter,
    Only Safe Bulkers, selling 3.9x EPS, earned $1.27 in 2012, dividend yield 4%, finances payouts from earnings, not debt, management owns 60% of the company, 26 vessels, average age 4.8 years, appears safe to buy. Most others are broke. Carried in my model portfolio as a Strong Buy, Kramer is scary.
    Mar 27 09:47 AM | Likes Like |Link to Comment
  • Newmont Mining: Strong Company But Timing Is Everything [View article]
    Editor, The Lewis Letter,
    Good question. With its almost 100 million ounces of gold and tons of copper, the assets dictate a hungry-for-gold vulture or activist who respects natural resources to buy it, or China.
    Mar 27 09:21 AM | 1 Like Like |Link to Comment
  • Peabody Energy (BTU +1%) has performed even worse than other coal stocks, but in its upgrade of the shares, Raymond James sees an attractive entry point for this "high quality, core coal holding," with quarterly earnings likely to hit a low point this quarter, an apparent bottom in the met coal market and better prospects of natural gas helping coal. [View news story]
    Editor, The Lewis Letter,
    I have been very critical of the Peabody management being complacent and underperforming. Hopefully an activist or natural resource interested party will attempt to take BTU over and save the stuckholders, especially with decades of reserves. Unfortunately it is in my model portfolio with hope and a prayer. Stock is up an inch due to Raymond James' perform. Wow!
    Mar 26 03:41 PM | Likes Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    Confirmation of my "stuckholders" origination was in Dan Dorfman's column back in the 60's.
    Annual meetings are suppose to be easily accessable. These guys are making it hard. Who cares if its in the middle of coal country? St. Louis is three hours away (or less) from anywhere in the States. Management wants to hide out even though BTU has decades pf reserves. The fact you do not own BTU makes you the luckiest, so do not be so fast to be critical.
    Mar 23 12:29 PM | 1 Like Like |Link to Comment
  • Rally In The Shipping Sector - Is It Time To Invest In Bulk Shipping? [View article]
    An astute observation, Over 365 attended.
    Mar 23 11:52 AM | 1 Like Like |Link to Comment
  • Rally In The Shipping Sector - Is It Time To Invest In Bulk Shipping? [View article]
    Editor, The Lewis Letter SB), 2012 revenues $184M, net income $96M, EPS $1.27 PE 3.9X, dividend yield 3.9%, paid out of earnings not debt. In my model portfolio, up 24% over the past three weeks, $5.10. Strong Buy.
    Mar 23 11:51 AM | 1 Like Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    Too bad you are unhappy with the truth. If you owned BTU with those losses you would not be so crude and rude. My career is 53 years old with awards to prove it. The term "stuckholders" was created by me in the 60's and is used world wide to describe disgruntled people like you. And getting to Gillette is much harder than St. Louis. You must be related to a BTU management person. Sour grapes.
    Mar 22 10:03 AM | 3 Likes Like |Link to Comment
  • Timing The Next Move In Coal [View article]
    Editor, The Lewis Letter. No mention of the infamoius Peabody Energy, down 18% this year over 30% last 52 weeks. They atr even having their annual meeting in Gillette, Wyoming. Never heard of it? Only way to keep stuckholders away.
    Mar 21 05:33 PM | 1 Like Like |Link to Comment