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chuck lewis

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  • Why I Trimmed My Position In Altria [View article]
    Editor The Lewis Letter
    The author will complain "would've,should've, could've and if"
    when Altria breaks out over 50. The 4.41% dividend yield is
    a generous payout and the SAB Miller asset is undervalued
    on the books while contributing close to a $billion in income.
    Let us not forget the E-Cigs.
    Oct 23, 2014. 07:47 PM | 15 Likes Like |Link to Comment
  • Here's Why I Am Seriously Considering Selling My Altria Stock To Buy Chevron [View article]
    Editor The Lewis Letter
    Mistake. The yield is obviously lower due to the stock's
    appreciation (MO). You are giving up at least 5 points
    on a SABMiller deal which contributes almost $1B in
    income, on the books for peanuts versus real asset
    value. You pick the most slugish oil to buy, which
    is my model portfolio along with MO. A better bet
    if oil is your taste is Royal Dutch Shell with a 6+%
    yield. But selling MO is giving away the store.
    Dec 12, 2014. 05:54 PM | 8 Likes Like |Link to Comment
  • Dividend Stock Analysis: Is It Time To Buy ConocoPhillips? [View article]
    The Lewis Letter, Editor
    It would appear you charts and utensils for determining your
    price conviction are from another planet, certainly not COP.
    The value alone of the PSX interest plus COP is over $126
    per share,all starting at around $60. Its reserves and capex
    will deliver the goods to sharehilders, despite your tilted view.
    Aug 25, 2014. 07:50 PM | 8 Likes Like |Link to Comment
  • What Alaska's Oil Tax Cut Means For ConocoPhillips [View article]
    Editor, The Lewis Letter www/
    This puts a whole new, positive extra gear on COP. This is an awesome recommendation and moves this gusher up into Chevron class. SELL XOM, BUY COP. With new finds and this tax event COP could double. Terrific article.
    Mar 21, 2013. 05:18 PM | 7 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
  • Altria: Why You Should Be Bullish Now [View article]
    Editor, The Lewis Letter,
    A fine appraisal of a great company. Very well written, analysis to perfection. MO is my model portfolio with Reynolds America, two dividend champions with capital appreciation potential.
    Mar 21, 2013. 06:55 AM | 6 Likes Like |Link to Comment
  • California Senate leader wants to force Calpers to divest coal holdings [View news story]
    Editor The Lewis Letter
    Coal will become the most important fuel in the future,
    burning clean coal at a reasonable cost. What happened
    to freedom of purchase where governments should fear
    to tread? DeLeon is an idiot who is short sided to the
    Dec 15, 2014. 07:10 PM | 5 Likes Like |Link to Comment
  • ConocoPhillips: Investors Are Missing The Good [View article]
    Chuck Lewis The Lewis Letter

    Agree from beginning to end. It is the bad and the ugly investors are
    pouting about when they should be buyers. COP is best of breed!
    Aug 1, 2014. 03:58 PM | 5 Likes Like |Link to Comment
  • Ford: 4 Reasons Why This Stock Is A Strong Sell [View article]
    Editor, The Lewis Letter
    Could not agree with the above comments in disagreeing with this ill advised narrative. Investment Grade rating bodes well for credit structure. Alan Malally will leave hitting an ace at match point, having given shareholders a decent dividend, spiffier looking models than GM, and the number one car in the world for sales. Poor research.
    Apr 9, 2013. 03:59 PM | 5 Likes Like |Link to Comment
  • Is Ford's 13% Pullback A Good Entry Point? [View article]
    Editor The Lewis Letter
    If the stock drops to 10, what a BUY for dividend yield.
    Apr 8, 2013. 11:01 AM | 5 Likes Like |Link to Comment
  • Altria: An Attractive Investment [View article]
    Editor The Lewis Letter
    Did you forget to mention SABMiller holdings
    or did I miss it? Incredible asset.
    Dec 15, 2014. 10:36 AM | 4 Likes Like |Link to Comment
  • Stay Clear Of Altria At Current Prices: Levered Returns Interactive Model Included [View article]
    The Lewis Letter
    Never more wrong. Dividend rising to $2.06 a share, not understanding SAB Miller
    value, on the books for $6B worth $27B, close to $1B income form it. Stock worth
    $56 if SAB Miller sold.
    Aug 13, 2014. 04:40 PM | 4 Likes Like |Link to Comment
  • Peabody Energy Still Waiting For Better Days [View article]
    Chuck Lewis Editor The Lewis Letter
    Unfortunately BTU has been in my model portfolio
    since March 2011. It use to match Joy Gobal price for
    price. Joke over. The management, specifically CEO Bryce
    must go. All of the chicken salad presentations have fallen
    down the mine shaft. Bryce's words killed the canaries and
    blew out the miner's lamps. As asset minded professional
    as in Wilbur Ross could make Peabody alive and well.
    Presently it is a sick sack of coal. News lows every day.
    Jul 23, 2014. 04:34 PM | 4 Likes Like |Link to Comment
  • Altria Group: Have We Reached 'Peak Tobacco'? [View article]
    What about MO's holdings in SAB Miller carried on the
    books for half its true value?
    Jul 17, 2014. 11:57 AM | 4 Likes Like |Link to Comment
  • Shell Oil Stubs Its Big Toe [View article]
    Editor The Lewis Letter
    Shell is back to the price level when the new CEO appointment was announced. Stock ran up for days following this event which I wrote as a vote of confidence in the incoming management when the current CEO retires in January. RDS.A is in my model portfolio and is NOT FOR SALE. Its dividend is a double over XOM. Along with Shell I list ConocoPhillips (top choice) and Chevron, the king of the gushers. RDS.A a leader in LNG with 40,000 global gas stations will be a truck stop for natural gasers, the future fuel for FedEx, Ryder, UPS and F-150 Fords for starters.
    Aug 3, 2013. 11:03 AM | 4 Likes Like |Link to Comment