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OGSuarez

OGSuarez
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  • 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, 2013. 03:22 PM | 8 Likes Like |Link to Comment
  • Why Apple's Q2 Earnings Make It A Fist-Pounding Buy [View article]
    Apple did not lose $300 billion in market cap. Those who bot high at $700"s, $'600s and $500's lost the $300 billion.
    Apple actually gained by being able to buy back at a lower price.
    Apr 23, 2013. 11:58 PM | 7 Likes Like |Link to Comment
  • This week, Exxon Mobil (XOM) CEO Rex Tillerson made a public plea, arguing that government delays of natural gas export permits is hurting the U.S.: "It’s a competitive marketplace. It’s not like people are just going to stand at our door like panting dogs just waiting for us to give [LNG] to them." He says he left a meeting with the new energy secretary with no idea when XOM’s $10B Golden Pass LNG project might be approved. [View news story]
    Jack,
    Don't you think that Tillerson and Exxon know the "real world"?
    You are naive, if you think so.
    The message to the Energy secretary is - 'We are going to fight you!"
    Who do you expect will win, the Secretary or the CEO?
    I vote for Exxon!
    Jun 15, 2013. 10:23 AM | 5 Likes Like |Link to Comment
  • Before Berkshire: Investment Ideas Inspired By The Buffett Partnership [View article]
    I take off my hat to Warren Buffet!!!!!
    He is the "Good American".
    He reflects what America should be : Rich, Powerful, Modest, Savvy,
    Intelligent, Solid, Fair and Compassionate.
    He should be crowned Mr. American Capitalism.
    I congratulate, and thank, him for being what he is and represents.
    Jan 23, 2013. 02:33 PM | 5 Likes Like |Link to Comment
  • 5 Real Estate Trusts To Outperform In 2015 [View article]
    Congratulations!
    Great analysis.
    Feb 6, 2015. 12:28 AM | 2 Likes Like |Link to Comment
  • What Harvard Can Teach Us About Portfolio Management [View article]
    A Harvard MBA (Joke)
    Feb 15, 2014. 10:57 AM | 2 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, 2013. 12:06 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil: Time To Break It Up And Slim It Down [View article]
    Rina and yourself should be happy as the guy running XOM, Rex Tillerson, is an engineer.
    Aug 12, 2013. 05:31 AM | 2 Likes Like |Link to Comment
  • Exxon Mobil: Time To Break It Up And Slim It Down [View article]
    You are indeed pissing against the wind!
    What needs to be broken up are all those gigantic monopolistic state owned companies.
    Aug 11, 2013. 07:29 PM | 2 Likes Like |Link to Comment
  • 6 Reasons Exxon Mobil Is Currently A Buy [View article]
    Excellent review, but at a price of $91 it is very daring to say that it is a good short term buy.
    Hold & love XOM, but disagree it is the best time to buy.
    Jun 11, 2013. 10:35 AM | 2 Likes Like |Link to Comment
  • A Continually Rising Yen: Reductio Ad Absurdum [View article]
    Remember that money is theory. The debt to GDP ratio is mostly an internal ratio - how much the government of Japan owes its own people. The PPP theory relates to that definition of money that relates to it being a MEASURE OF VALUE; i.e. how much it takes to buy a Mac in Tokyo versus NYC. However, as it relates to money being a MEDIUM OF EXCHANGE one has to consider the balance of trade and the exchange reserves that each country holds to determine the rate based on another more powerful economic theory called the law of Supply and Demand.
    Regarding the US/Japan, Japan has enjoyed a favorable balance of trade for the longest time. and was the world's largest holder of US dollars until overtaken by the Chinese not long ago. As long as they dominate trade, the Yen will be favorably affected.
    It has been more expensive to live in Japan for the longest time and yet the yen has continued to rise.
    May 7, 2013. 06:55 PM | 2 Likes Like |Link to Comment
  • Apple's Nearly Single-Digit P/E Seems Undeserved [View article]
    wiesje.
    Always enjoy your comments, but not so all the above questions and no answers.
    Mar 31, 2013. 12:20 PM | 2 Likes Like |Link to Comment
  • Danger: Unexploded Bomb In Your Preferred Stock Portfolio [View article]
    It would seem fair to say that if we must be as concerned with these preferred ETF's. as you think, then we better all pack and go home.
    Mar 28, 2013. 09:31 AM | 2 Likes Like |Link to Comment
  • ExxonMobil Is Smart To Stay In Russia [View article]
    John,
    You should understand that Exxon thinks and conducts itself pretty much as if it were another country government; maybe as powerful as the USA.
    Accordingly, they will delineate policy along the lines of first : their self-interest as either an American; or a multinational corporation; whichever is more rewarding.
    Jul 24, 2014. 09:52 AM | 1 Like Like |Link to Comment
  • Who Audits Alibaba? [View article]
    Great review.
    More in-depth review of compliance with auditing standards by both clients and CPA firms should be carried-out.
    May 11, 2014. 08:15 AM | 1 Like Like |Link to Comment
COMMENTS STATS
118 Comments
68 Likes