djo

BCE: Another Share Buyback?

BCE also ...
Gives investors a currency hedge (minor) by moving dollars from $US into $CD.
The aborted privitization of BCE (at $40+) has a good chance of being resuscitated.
6+% dividend and opportunity for increases is nice and deserves a premium.
Possible buyback is only one of many pluses.
And we do own and keep buying BCE on any weakness.

Mueller Industries: Hidden Value in Industrial Goods

If you like MLI, look at MWA.
If government ever does anything about our rotting infrastructure
(besides lying and stealing money) and our economy ever recovers, both MLI and MWA will be beneficiaries.
MWA "takeover" values is currently $8-16.
Yes, I own shares.

Foreign Utilities Up Nicely from Lows

VE a utility?

Check your information!

VE profile:
"Veolia Environnement SA, together with its subsidiaries, provides environmental management services to public authorities, individuals, and industrial and commercial customers worldwide. The company operates in four segments: Water, Environmental Services, Energy Services, and Transportation."

Stiglitz Weighs in on the PPIP (And It's Not Pretty)

Notice ... your words ... "Another Nobel Prize winner has joined Paul Krugman in taking a position critical of the Geithner Public Private Partnership Investment Program (PPIP)."

you and almost all the Financial media and Media never assign criticism to Obama.

5 Reasons to Follow Soros's Oil Rebound Play

Add reasons:
The US is printing zillions of dollars backed by nothing more than empty promises and endless deficits.
Oil will eventually be disconnected from the dollar (which will lose value) and rise in price (along with resulting inflation).
PBR is a good hedge against both inflation and the US dollar.
Also ... China wants to buy a piece of PBR.

5 Reasons to Follow Soros's Oil Rebound Play

Another plus for PBR is that it is not a U.S. company and oil will surely discoonect from the US dollar.
Soros and company and many others believe the US dollar will drop significantly within 3-12 months.
PBR will be a bet on oil holding value and a hedge on the dollar.