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  • Chevron's Massive Update Reinforces My Bullish Sentiment [View article]
    I have owned CVX for the better part of 20 years and it has been a good investment. Since the sharp drop in crude, I have read articles expressing concern about the lack of free cash flow with CVX and other majors and their inability to cover dividends with cash. Based on your analysis, how does this situation improve or will they continue to cut cap ex and borrow to cover dividends. Not a very sustainable practice.
    Mar 15, 2015. 08:56 AM | Likes Like |Link to Comment
  • Falling Oil Price And Energy Stocks [View article]
    thank you-
    Oct 13, 2014. 08:31 PM | Likes Like |Link to Comment
  • Falling Oil Price And Energy Stocks [View article]
    very good analysis. staggering drops across these sectors. One sector that you did not speak to is the refiners. what observations and outlook do you have for that segment of the energy family?
    Oct 13, 2014. 06:25 PM | Likes Like |Link to Comment
  • Capitulation In Energy Sector Near: Accumulate These High-Yield Plays Now [View article]
    Good analysis. Energy stocks are for sale and oil price continues to pull them down further. Two others you have covered in the past, SeaDrill (SDRL) and GLP have suffered this downdraft, Any update on your views of them?
    Oct 13, 2014. 10:01 AM | Likes Like |Link to Comment
  • Sociedad Quimica y Minera de Chile misses by $0.08, revenue in-line [View news story]
    Many of these commodity/mining stocks are having rough quarters. Anything in these numbers particularly concerning or encouraging?
    Aug 27, 2014. 06:56 AM | Likes Like |Link to Comment
  • Seadrill beats by $0.50, misses on revenue [View news story]
    After the initial drop, is the negative sentiment growing or failing in Oslo?
    Aug 27, 2014. 06:53 AM | 1 Like Like |Link to Comment
  • What Is Keeping Silver Down? [View article]
    Thank you to all.
    Aug 14, 2014. 06:55 AM | Likes Like |Link to Comment
  • What Is Keeping Silver Down? [View article]
    Need some help guys. Looking for a good local silver shop and the closest guy now charges $5 over spot. See some closer to $ 2 over spot if they have inventory. What's a reasonable charge over spot to buy? Relatedly, to what price to spot to sell? Is it better to do mail order?
    Aug 12, 2014. 09:57 PM | Likes Like |Link to Comment
  • What To Do Now With The Potash Stocks [View article]
    I presume that Rio Tinto and BHP are going into this with eyes wide open and the view that potash is a rewarding sector to pursue. Sure it may have some impact on margins and established players may need to sharpen their game, but this really reinforces the long term potential for this industry.
    Jun 30, 2014. 09:26 PM | 3 Likes Like |Link to Comment
  • Seadrill declares $0.98 dividend [View news story]
    Did they set the shareholder record date and payment date?
    Feb 25, 2014. 09:36 AM | Likes Like |Link to Comment
  • Precious metals off to big start in 2014 [View news story]
    I believe these swings will continue through the year, I'm interested in folks thoughts on how a mild global recovery will increase demand for silver for manufacturing purposes and if that can translate into better spot prices for individual holdings in physical silver?

    As I read about silver as an investment, I always see the claim that silver is a key industrial commodity, but do not see much on how that helps improve the value of individual investments.
    Jan 5, 2014. 01:43 AM | Likes Like |Link to Comment
  • CST Brands, Inc. Declares Cash Dividend on Common Stock [View article]
    It's a first step for CST.
    Sep 12, 2013. 08:49 PM | Likes Like |Link to Comment
  • CST Brands Inc declares $0.0625 dividend [View news story]
    First Step for CST.
    Sep 12, 2013. 08:45 PM | Likes Like |Link to Comment
  • Don't Sell Vodafone (A Rebuttal To Myself) [View article]
    Is there a "shareholder of record' date for this tranaction yet? If not when do you think the declaration will occur?
    Sep 7, 2013. 09:41 AM | 2 Likes Like |Link to Comment
  • Sell Vodafone, Buy AT&T [View article]
    As we look at longer term trends in wireless usage, Isn't this deal a bet that emerging markets and southern europe will recover and grow faster than the US market and the VZ distribution is a hedge against this bet?

    If so, do we really think this is a fool's bet?
    Sep 3, 2013. 09:40 PM | 1 Like Like |Link to Comment