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chuck lewis

chuck lewis
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  • 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 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, 2014. 08:34 PM | Likes Like |Link to Comment
  • Safe Bulkers Is Well Positioned For The Upcoming Dry Shipping Rally [View article]
    Editor The Lewis Letter
    The management of Safe Bulkers have skin in the game as
    the Chairman owns a majority stake. Dividends are paid
    out of earnings not debt. It is the best managed fleet of
    all its peers. Its President is stock holder friendly, very
    transparent. SB has been in my model portfolio
    for two years and has a present price target of $12.
    Sep 8, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • Is Newmont Back On The Right Track? [View article]
    Editor - The Lewis Letter
    Let us not forget Barrick Gold interest in NEM which
    could start up again as the savings in a merger would
    be over $1B. It would jump start NEM's stock price 14%.
    NRM could also be a takeover target for a foreign entity
    for its 90M ounces of gold reserves, In my portfolio for
    a PT $35.
    Sep 1, 2014. 10:44 AM | Likes Like |Link to Comment
  • Leave Hertz To The Activists, It's A Short Based On The Risk-Reward [View article]
    The Lewis Letter -Editor
    As to the success of activists ......even Babe Ruth struck out.
    High PE, no dividned, disgruntled management who fail to keep
    to he right side of financial credibility, HTZ is a classic short.
    Aug 27, 2014. 10:34 AM | Likes Like |Link to Comment
  • Shell: The European Outperformer With More To Come [View article]
    Retired 358 is giving little or no credit to the new CEO who
    has put pedal to the metal in accelerating asset non core
    divesting. He also does not understand how important
    buy backs reflect investor confidence in a company. Good
    for Shell, good for the investor, enhancing earnings-per-share
    as part of the repurchase plan. Shell pays highest dividend
    of majors. "He who hesitates is a loser".
    Aug 26, 2014. 01:06 PM | 1 Like Like |Link to Comment
COMMENTS STATS
429 Comments
431 Likes