Dr. George W. Barclay Jr.

Dr. George W. Barclay Jr.
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  • Exxon Mobil's 570,000 Bakken Acres: Going Into Development Mode  [View article]
    Long Exxon. Merrill (A-1-7) BUY. 6/2/14. GWBJ.
    Jun 2, 2014. 05:45 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Amazon Is A Wild Card (3/27/13)  [View article]
    Note 4/10/2013 from Savita at Merrill. OVERWEIGHT: Tech, Energy, and Industrials. UNDERWEIGHT: Utilities and Telecom MARKETWEIGHT: The rest. As business picks up and growth resumes, capex is expected. Old Tech, Energy, and Industrials have relatively low P/E and are still cheap. Thanks! GWBJ.
    Apr 10, 2013. 10:51 PM | Likes Like |Link to Comment
  • Rosneft and ExxonMobil Sign Agreement for Western Siberia Tight Oil Pilot Project 
    If you do business in Russia, China, and/or certain other countries, extortion,. cheating, and nationalization are always a risk. I believe Exxon can handle them. Thanks! GWBJ.
    Apr 8, 2013. 04:00 PM | Likes Like
  • Hewlett-Packard Does Not Impress Me At All  [View article]
    I'm long HPQ and believe in the tooth fairy, Easter bunny, and Santa Claus. I plan to sell at $50/share.
    Merrill B-2-7 Neutral Morningstar HOLD S&P HOLD. thanks! GWBJ.
    Apr 7, 2013. 10:54 PM | Likes Like |Link to Comment
  • Wal-Mart: Good For America?  [View article]
    I am long WMT. Merrill A-1-7 BUY Morningstar HOLD S&P HOLD Thanks! GWBJ.
    Apr 7, 2013. 10:44 PM | Likes Like |Link to Comment
  • An Investment Strategy For General Dynamics When Fiscal-Austerity Threatens Growth  [View article]
    I am long GD. 4/5/2013 $69.56 Merrill B-1-7 BUY 12 mo Target $82
    Y=3.22% Beta 0.9 5 yr est grwth 5% Morningstar 4 star BUY FV $82. S&P 3 star HOLD
    Boeing BA $86.7 12 mo. Target $100 Merrill BUY Morningstar HOLD S&P HOLD. Thanks! GWBJ.
    Apr 7, 2013. 10:36 PM | Likes Like |Link to Comment
  • Cramer's Mad Money - 13 Things To Watch In The Week Ahead (4/5/13)  [View article]
    Cramer's genius, enthusiam, and great sense of humor inspires us to be better than we are. His courage in the jaws of market uncertainty calms the frightened. Few humans have the gifts of Omnipotence, Omniscience, and Omnipresence, and are short and bald. If he were 6'7" and could slam dunk, he might be president.
    I'm long AA JPM and WFC. Thanks! GWBJ.
    Apr 7, 2013. 08:52 PM | Likes Like |Link to Comment
  • AFLAC: Cheap At Current Price  [View article]
    I'm Long AFL. 4/5/2013 $49.49 Merrill B-1-7 BUY P/E 8 12 mo P obj $59 Y=2.83% 5 yr est Gwth 9%., Morningstar 4 star BUY S&P 5 star BUY. Thanks! GWBJ.
    Apr 7, 2013. 08:02 PM | 2 Likes Like |Link to Comment
  • A Critical Analysis Of Pfizer's Pipeline, Earnings And Valuation  [View article]
    I'm long PFE. 4/5/2013 $29.10 Merrill A-1-7 BUY P/E 14.92 Y=3.3% 12 mo P $30 5 yr. est. Growth 4%. Morningstar 3 star HOLD S&P 4 star BUY
    I'd rather own PFE than 10-yr Gov Bonds and cash. PFE and XOM are A-1-7. Thanks! GWBJ.
    Apr 7, 2013. 01:31 AM | Likes Like |Link to Comment
  • Chesapeake Energy: The Best Play In Rising Natural Gas Prices  [View article]
    I'm long CHK. 4/6/2013 Merrill $19.75 C-1-7 BUY 12 mo P obj. $36. Y=1.72% Short Interest 12.19% 5 yr est Growth 48%. Morningstar 4 star BUY S&P 3 star HOLD. NOTE: The highest NG was S&P estimated $5 in 2014. If we get up to $5.5 the drillers will come back and run it back down again. Thanks! GWBJ.
    Apr 7, 2013. 12:58 AM | Likes Like |Link to Comment
  • Why Won't Exxon Consider Valuation When Buying Back Shares?  [View article]
    I'm going to quit insulting Mr. Oswitt (Gerry). Anybody that has $3MM Exxon stock is rich way beyond my dreams. He ought to put half that in something safe like 10-year US Bonds or CVX. WOW! GWBJ.
    Apr 6, 2013. 11:59 PM | 1 Like Like |Link to Comment
  • Cramer's Lightning Round - Amazon Is A Wild Card (3/27/13)  [View article]
    New weekly Value Line Market comment. My summary. 4/4/2013.
    GDP may have risen 2% in 2013Q1. We believe pickup is sustainable.
    Any headwinds will come from Europe. Investors remain bullish. Value Line is cautiously bullish, but mindful of an overbought market and extended valuations. From the 1700 stock survey: 4/4/2013 P/E 16.8 Yield 2.2% Appreciation Potential 45% AT THE MARKET HIGH IN 2007 P/E 19.7 Y= 1.6% Appreciation Potential 35%.
    Author's comment. It's risky business in the stock market. I mostly talk by phone with Pam, my broker's secretary. I don't know anybody in Woodville that buys stocks or uses the Internet. Thanks! GWBJ.
    Apr 5, 2013. 12:16 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Amazon Is A Wild Card (3/27/13)  [View article]
    Received note from Quantitative Analysis, Merrill, Thursday 4/4/2013. I hope you are doing better than their professional fund managers. Private clients, institutional clients, professional fund managers, and hedge funds, have been net sellers while only ETFs have been net buyers. Today's bulletin: 27% of large cap funds out performed in 1Q 2013. 14% of growth and 14% of value managers beat. Overall averages of funds lagged. Active stock selection may add more ALPHA. My broker is giving me the Alfred E Newman treatment. "Savita is still bullish!". Thanks! GWBJ.
    Apr 4, 2013. 09:29 PM | Likes Like |Link to Comment
  • EMC: As Growth Begins To Accelerate, Shares Remain Undervalued  [View article]
    Continue from above (below). Savita 4/2/2013. My summary of her reports. Only ETF's bought by private clients were net buyers in 1Q2013. Only Telecoms and Health Care had net buyers. NET SELLERS were Financials, Staples, Energy, and Materials. Technology didn't get honorable mention.
    Sentiment and Management Guidance. All sectors have seen twice (2X) as much negative as positive guidance so far this year, and last month was more sparse and weaker than normal. History suggests risk to earnings estimates are ahead. 2013 EARNINGS WILL BE FLAT. Mark Faber, 4/2/2013, predicted a "1987- like correction". Author: "Like a thief in the night." (ST. Paul). I don't think we can have a ragin" bull without Tech and Energy. Thanks! GWBJ. I'm standing pat. I've survive about 5 crashes over the last 30+ years. GWBJ.
    Apr 3, 2013. 08:50 AM | Likes Like |Link to Comment
  • EMC: As Growth Begins To Accelerate, Shares Remain Undervalued  [View article]
    I am long EMC. I bought my first in 6/11 for $27. On 4/2/2013 I bought another 100 shares at $23.77. I am in the red. My habit is to look at Merrill's research and Value Line before purchasing any stock. I lost my work sheet in a big pile, but here's Merrill's report on 2/28/2013.
    Merrill C-1-9 BUY (no dividend) Morningstar BUY S&P BUY. I thought it was bargain. HOWEVER: Ron Insana of CNBC and Mr Griefield (?) CEO of the NASDX(?) both independently reported that there are few if any private investors entering the market,and most of the buying is by ETFs..Savita, at Merrill, reported the same. Private clients, institutional buyers, and hedge funds are net sellers while only the ETF are net buyers. WOW! Back to question whether EMC is Value, potential grower(cloud), or just a value trap. Only time will tell. Continued below(above).
    Apr 3, 2013. 08:24 AM | Likes Like |Link to Comment