worthy

16 Comments

    • Pfizer Is Worth Another Look [view article]
      Excellent article presenting both sides of the case for Pfizer. Well done! Aug 28 09:30 AM
    • GE: Why Buying on Weakness Is an Excellent Idea [view article]
      Welch got to paddle downstream.
      Immelt has had to paddle downstream       Aug 18 02:50 PM
    • A Supply Side Problem: Oil's High Price is Here to Stay [view article]
      To Brian Pursley,

      Yes, and who knows, perhaps baked beans and kraut will power the proverbial Dutch windmills.       Aug 06 01:00 PM
    • A Supply Side Problem: Oil's High Price is Here to Stay [view article]
      The two comments thus far are overly simplistic. The original article also has a flaw. The notion that a supply level of "x" will lead to inelastic pricing is valid. The problem is that we do not know at what supply level. We do not know the degree of demand destruction owing to the "flipside" of inelasticity, i.e. higher prices can reach levels that destroy demand to the degree that is presently immeasurable, because we have never been in a worldwide economic circumstance like we are now. Further, complementary fuels such as natural gas, coal, et al can "steal" some of that demand permanently. Add in solar, and wind generated electricity, and one is hard pressed to know what oil demand is going to look like over the next decade or two.
      It is probably a safe bet that we won't see $50 per barrel anytime soon, but???, who thought the Nasdaq could fall 80% as it did from the years 2000-2002? As the old saw goes, "never say never"...       Aug 06 12:56 PM
    • Exxon's Record Taxes, Capital and Exploration Spending in Perspective [view article]
      Amen, Dr. Perry. Thank you for setting the record straight. Aug 03 09:19 AM
    • Four Long-Term Winners Selling at Deep Discounts [view article]
      Larry,

      Excellent! If only the analysts would use your grandmother's wisdom in their work...

      Worthy       Jul 23 08:28 AM
    • 20 Guidelines for the Individual Investor [view article]
      Calisdad: Good manners+equity investments= LOSERS! Jul 06 10:05 AM
    • Pfizer: Dividend Yield Makes It a Haven in This Market [view article]
      Recall the late 90's when Pfizer briefly touched $50 with a multiple somewhat similar, and almost any drug analyst one listened to back in 1999 felt that Pfizer with its compelling pipeline was expensive for a good reason, and that its future growth was assured. Shift forward 9-10 years and we find the sentiment just the opposite. Back in '99 it was "Viagara all the way". Today it's "no pipeline to replace Lipitor". If this isn't a contrarian's delight, I don't know what one is! I own this stock. Jul 04 08:50 AM
    • Current Market Conditions and Future Returns [view article]
      AMEN! At least regarding CNBC. Their thinking is far too short term oriented. They also have the bad habit of cutting off the remarks of the best guests, while the least accurate are allowed to drone on. Jun 29 08:38 AM
    • Pay Attention to Oil Decline Rates [view article]
      Great article, Jim. I agree with you that getting accurate information as to actual rates of decline is somewhat difficult, but the main point that I think many people know, but ignore, is that all fields decline. Duh! Right? What is so problematic is not just replacing that production lost to decline, but adding enough more production to accomodate additional demand. 87mm bbls a day say losing 5% is 4.35 mm bbls lost each year. If we need an additional 1.5 mm bbls for increased demand, we need to find just short of 6 mm bbls per year. Very simple math. Regrettably, those who would deny drilling rights for the OCS, ANWAR, and other areas, just plain do not "get it". Actually, they probably do "get it", but need to get re-elected this fall... Jun 27 08:39 AM
    • Recommending Parker Drilling Below $10 [view article]
      Parker Drilling will not succeed until all Parkers quit the management side of the business. They have mismanaged every opportunity for over thirty years. Their only mode of sustaining themselves as a business has been to dilute present shareholders with massive quantities on newly issued shares to stave off bankruptcy. Avoid. Jun 21 03:53 PM
    • Seeking Foreclosure Riches: What Does it All Mean? [view article]
      "rapacious, amoral, and loathsome", are terrific words to describe the
      "Donald". I don't know when real estate will bottom, but my guess is that Mr. Trump hasn't got a clue either. How can anyone so self-absorbed learn enough to predict anything? Perhaps going contrary to Trump would work?       May 11 11:15 AM
    • Chesapeake Energy, Monsanto: Paying Tit for Tat [view article]
      Very dangerous advice! While one can agree that these companies represent industries that are booming, They could correct at any time leaving the option buyer penniless. There are safer ways to hedge against higher food and energy costs such as going long companies or etf's that reflect same. Apr 27 08:34 AM
    • There Is Plenty to Fear in This Market [view article]
      WOW! Down .74% and 1.5% or so in a week! Are you serious? Those percentages hardly register!

      Jim       Apr 27 08:30 AM
    • On the Grey Wolf-Basic Energy Merger: Bigger Isn't Always Better [view article]
      Nice job of stating the obvious that generally exicts between any two merger partners... Apr 26 01:36 PM
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