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  • 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]
    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]
    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
  • Why Does Nobody Care For This Dirt-Cheap Insurance Stock? [View article]
    Late advisory???????
    Dec 4 10:26 AM | Likes Like |Link to Comment
  • Updated Outlook For Crude Oil [View article]
    Elliot how do you think this situation will affect oil majors's prices?
    Nov 13 10:20 AM | Likes Like |Link to Comment
  • Goldman Sachs Preferred Stock: 5.2% Yield And 25% Potential Upside [View article]
    callable 2010 /
    Nov 13 07:56 AM | Likes Like |Link to Comment
  • Chevron: Buy The Dip [View article]
    what dip?
    52 weeks range 127-100.
    Now 118.
    Is that really a dip?
    Nov 2 08:38 PM | Likes Like |Link to Comment
  • 2 Speculative Biotechs For The 'Shotgun Investor' [View article]
    Bot fate. Don't like to gamble, but optimistic on stem cells future.
    Oct 30 10:07 AM | 1 Like Like |Link to Comment
  • Retirees: Should You Consider A Dividend Growth Income Index? [View article]
    Love your suggested portfolio Dividend Growth Income model.
    I do wonder as it should be very attractive marketing wise, why no one has established such investment vehicle, as a fund or ETF?
    Why do you think?
    Oct 12 10:06 AM | Likes Like |Link to Comment
  • Japan: Printing Up Miracles And Mirages [View article]
    China has replaced both Japan and the USA as the manufacturers of the world, because of its lower cost. In addition, to protect its markets Japan has been forced to manufacture outside Japan in both USA and Europe (also in China for cost reasons) to avoid facing prohibiting tariffs and restricting import quotas. None of this has anything to do with QE.
    Many even say that China would go down as Japan did, after many had said it would lead the world but failed. Maybe it failed, but it took down the US camera and film, tire and cars, TV, radio home appliances, heavy building equipment;etc. As the demise or retrenching of blue chips American corporations proved. To wit - RCA, GE appliances, Kodak, Firestone, Goodyear, GM, Ford, Deere; etc.
    Still the cause of the recession was not due to the above, but to a FINANCIAL CRISIS; which as we witnessed was not due to QE or the lack industrial efficiency of USA or JAPAN, but the malfunctioning of the public monetary and private banking systems . In large part due to lack of regulatory oversight public and private.
    Given the above, one fails to understand what should be the best solutions short-term and long term.
    Japan is only one example of what most developed countries of the world face today.
    Sep 29 11:44 PM | 1 Like Like |Link to Comment
  • Philip Morris - Too Much Debt? [View article]
    For how long they have been trying?
    Sep 13 11:17 AM | Likes Like |Link to Comment
  • Cullen/Frost Bankers: Undeniably Big But Lagging The Performance Of Its Texas Peers [View article]
    You may have picked another bank to write about that was positive
    to invest in.
    Sep 12 08:50 AM | Likes Like |Link to Comment