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OGSuarez

OGSuarez
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  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    When one says that the stock market prices will continue to rise and a bubble will form, it is logical and potentially true.
    But when it can be implied that the rising price of an investment will make it blow up as a bubble does, it sends a contradictory message: It makes a share of stock sound like a time bomb.
    The message can become a semantic issue which can result in confusion and misunderstanding; which probably matches the ambiguity of the market place.
    Thanks for your article.
    Apr 13 10:31 PM | Likes Like |Link to Comment
  • It's Bubble Time: A Study Of Peak PE For The S&P 500 [View article]
    Well said!
    The truth is what we want to believe!
    In the case of the economy, or the stock market, the truth and the reality is what we all; or the majority, wants to believe!
    Apr 13 10:01 PM | 1 Like Like |Link to Comment
  • Altria: Great Stock But Overheated Now [View article]
    Where else can I get a 4.98% yield on a sound stock of an excellently well managed company with known popular brands?
    Apr 10 12:09 PM | 1 Like Like |Link to Comment
  • Rubicon Minerals: 6 Different Insiders Have Purchased Shares This Month [View article]
    It did take them a long time to buy into the company.
    Of course their purchases will benefit the price of the stock.
    Did they buy with their own cash or borrow from the company?
    Mar 16 04:48 PM | Likes Like |Link to Comment
  • Ixys: Bullish Outlook Following Best December Quarter Since 2010 Industry Spike [View article]
    Poor bet!!!!!!!!!!!!!!!
    Worse ever!
    Mar 13 11:31 AM | Likes Like |Link to Comment
  • What Harvard Can Teach Us About Portfolio Management [View article]
    A Harvard MBA (Joke)
    Feb 15 10:57 AM | 2 Likes Like |Link to Comment
  • Market Bottoms Have 2 Elements: We're Still Missing One [View article]
    So when people stop selling and there is a surge in buying we have reached the bottom?
    Rocketscience!!!!!!!!
    Feb 6 11:12 AM | Likes Like |Link to Comment
  • Chevron: Appeal Remains Despite Disappointing Interim Update [View article]
    CVX and XOM prices have behaved very differentely. One is a turtle and the othefr one a hare
    Jan 15 03:52 PM | Likes Like |Link to Comment
  • It's Time To Exit Exxon And Chevron Stock [View article]
    While one could guess and say that the momentum of major oils's stock prices rise may start to flatten, it is very difficult to say that holding both XOM and CVX in your portfolio is not a wise decision.
    There is hardly a product with more guaranteed demand than oil and
    hard to come up with stronger companies assets value, financially and management wise than XOM and CVX.
    Agree with cocomurph above, the analysis seems more concerned with trading than investing.
    Jan 6 09:26 AM | 1 Like Like |Link to Comment
  • BP Set To Benefit Shareholders... And Only Shareholders [View article]
    To clear the field:
    Re. dividend yields : European based major oil companies, pay higher yields than US based majors, as BP (London based} does.
    Re. reputation. It is difficult to hide that BP does not enjoy the significantly higher quality ethical reputation as US majors do. Far from it!
    I am long on BP. but not because they save money by not paying their claims, but because they pay good dividends.
    As I look at oil as "black gold", I am also long in all US and some Canadian oil majors. Never held gold.
    Dec 31 04:15 PM | Likes Like |Link to Comment
  • Credit Suisse Slaps 'Top Pick' Tag On Chevron [View article]
    Long Dividend.
    What growth are you referring to? It was 115 in February and it is 122 now?
    Dec 20 06:09 PM | Likes Like |Link to Comment
  • Credit Suisse Slaps 'Top Pick' Tag On Chevron [View article]
    Any major could buy Anadarko, Devon and Marathon. They all look good, but Bree"s observation that stock dipped makes sense.
    On the other hand, it may be a sign that no one is expected to
    buy it.
    Dec 20 04:17 PM | Likes Like |Link to Comment
  • Credit Suisse Slaps 'Top Pick' Tag On Chevron [View article]
    JENSEN,
    Took my profit and just sold portion of XOM stock with long term gains. Kept rest.
    I hold some CVX. The sad story is that no matter how many people say it; or for how long they have been saying, that CVX is a BUY, it keeps on going nowhere. It goes up a bit for a couple of months and then down for another couple of months. No Pep.! Credit Suisse's upgrade did not help today's quote either.
    Dec 20 03:40 PM | 1 Like Like |Link to Comment
  • Credit Suisse Slaps 'Top Pick' Tag On Chevron [View article]
    Uncle,
    You threw a pie on somebody's face? Or do u need glasses?
    Mr. Jensen did not say that CVX is the only pick of the oil companies world universe. He did very clearly said that CVX was the top and only major (US!) DOMESTIC integrated oil concern that received the designation". Pie, of course, DOMESTIC means AMERICAN companies. Your own list does not include any MAJOR INTEGRATED DOMESTIC OIL COMPANIES; other than CHEVRON. What's your bitch?
    Dec 20 03:22 PM | 8 Likes Like |Link to Comment
  • High Quality And Time-Horizon Arbitrage [View article]
    Buffett did not buy Exxon, when it was "out of favor"; or at "a substantial discount"; neither "underappreciated by the market" One must assume this is true of many of his other investments.
    Buffett and Munger have a great knowledge and long experience of what a sound and profitable business should be like and how it should be run and how to price (value) it.
    This is plain business common sense which many lack, but they have; together with the courage to execute when rubber hits the road, as they have the bucks to get it done. Their decisions are profoundly "business driven"; and less so "investment market driven."
    When one buys a company one buys a business above all; how its share price behaves in the market is another thing; while is still very important in the end.
    It is tiresome to read all the BS about what makes Buffett and Munger tick, when all we need to do is go down the list of companies they own and see how sound their business is and how solid their performance and management are. They buy a "going concern" business; which they anticipate will keep going growing profitably, as opposed to firing people and milking it, as other well known so called investors do.
    In a very strong sense, their is the perfect model of management style by delegation based on trust and a healthy capitalistic and democratic market. God bless them and their investments.
    Dec 5 12:06 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
104 Comments
63 Likes