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totalincome46

totalincome46
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  • National Oilwell Varco: Why The Market Reacted So Badly Yesterday [View article]
    Ill be looking to see if NOV falls below that $70/share support level.
    Oct 1 11:24 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - I Won't Welcome You To Ensco's House Of Pain (9/29/14) [View article]
    The usual Cramer bashers!
    Sep 30 05:31 PM | Likes Like |Link to Comment
  • Airgas: One Of Those Great Dividend Stocks That Nobody Notices [View article]
    Also would be helpful to compare ARG to other inert gas providers in this industry, such as Air Products and Chemicals, Air Liquide, Praxair, etc. I hold the last two and have been pleased with diversification of my portfolio into this industrial area.
    Sep 30 04:27 PM | Likes Like |Link to Comment
  • I'm Cool With Passing On National Oilwell Varco If Need Be [View article]
    NOV is in the "best-of-breed" category within the oil field services industry. And recall that it spun off NOW recently. The company is well-known in the industry. Will wait for a pullback and buy additional shares, maybe around $75. My cost basis is much lower, but I think it will move up to $90 - 95 in the next year or so. Dividend increases recently look good.
    Sep 29 11:42 AM | 2 Likes Like |Link to Comment
  • LUKOIL's Polar Bears Are Lost In The Arctic [View article]
    I recall that ConocoPhillips sold its interest in LukOil several years ago. Considering this assessment, was that a wise decision?
    Sep 26 03:48 PM | Likes Like |Link to Comment
  • We'll Pass On Darden Restaurants Due To Lax Inventory Controls And Dated Brands [View article]
    It's unfortunate that restaurants are under such pressure to cut corners - i.e, paying for bread, smaller salads, smaller entre portions, paying for side veggies, cuts in wait-staff, poorly-trained cooks, pushing alcohol, etc. Getting to be like the airlines. Pay as you go. So I'm cooking at home and driving instead of flying these days. One restaurant that does not seem to follow this trend is Pappas (i.e, Pappacitos, Pappadeaux, and the rest of that family's chain). Last week I dumped my DRI and will wait on the sidelines.
    Sep 22 10:20 AM | 1 Like Like |Link to Comment
  • Cramer's Mad Money - 11 Things To Watch In The Week Ahead (9/19/14) [View article]
    Holding Staples (SPLS) and may add to my position. Dividend is decent, and I have a little profit. I'll wait a few more months.
    Sep 22 09:40 AM | Likes Like |Link to Comment
  • AT&T: An Unsung Income Growth Stock [View article]
    Yeah, the dividend creeps up, but there are better dividend growers around.
    Sep 18 01:40 PM | Likes Like |Link to Comment
  • China ban on low-grade coal set to hit global miners [View news story]
    It could be a great opportunity for such American coal miners as Arch Coal. On the other hand, there are some new technologies that gasify low-grade coal and reduce emissions. Expensive yes, but the Chinese have plenty of money and, if they are serious about their air pollution, they will look for alternatives.
    Sep 16 06:01 PM | 1 Like Like |Link to Comment
  • Ecopetrol Looks Attractive At Current Levels [View article]
    Own some EC and looking to add to my position if it drops further. If the dividend holds up, over the next 5 years it may be a good investment for me. There is some concern about cost escalation at their refinery project. The country overall is in much better shape than others in Latin America and seems to have established a good relationship with the U. S. government.
    Sep 16 08:58 AM | 1 Like Like |Link to Comment
  • TransCanada Shares Appear Overvalued By At Least 20% [View article]
    I hold TRP, Spectra, Kinder Morgan and others in this sector. Why not do a comparison of the so-called "pipeline" companies (but not the pipeline MLP's)? TRP aslo has other business lines beyond pipelines, as does Spectra and KMI. Hey, I can do that myself!
    Sep 16 08:47 AM | Likes Like |Link to Comment
  • Alaska LNG project moves forward with FERC ruling [View news story]
    Export of gas from Alaska North Slope has been discussed and studied for several decades. The Japanese are also investigating a privately funded LNG export project in Kenai, based on this resource. Actually, Russian gas shipped as LNG from Sakhalin Island may be closest to Korea and Japan.
    Sep 9 11:22 AM | Likes Like |Link to Comment
  • Porsche Continues To Shine In Volkswagen's Portfolio Of Vehicles [View article]
    Bought VLKAY in the high 20's a few years ago and will hold on. Dividends are good, but of course, the German taxes must be considered. What thoughts do others have on the impact of the tensions in Eastern Europe and Russia? Could it have a significant impact on sales in this region?
    Sep 8 11:06 AM | Likes Like |Link to Comment
  • Gazprom: High Dividend Yield + Some Upside Potential [View article]
    I knew this would explode into a geopolitical discussion. But I agree with many of the other contributors that investors should stay away from Russian investments for a while. If the EU and US could impose sanctions on Gazprom, they would. In the meantime, the EU should import more gas from North Africa and the Middle East by pipelines or by LNG, re-start their big coal and nuclear power plants, get more energy efficient, produce shale gas, and suck it up and cut back on home energy use this winter. And the EU should build gas interconnections. Put on those sweaters! Don't lift any sanctions until certain individuals no longer able to do mischief, if you get my drift.
    Sep 8 10:53 AM | 1 Like Like |Link to Comment
  • WorleyParsons - A True Free Cash Flow Generator [View article]
    Informative, however a comparison with WOR's peers would be helpful. This might include Fluor, Jacobs, AMEC, Wood Group, Petrofac, KBR, and others.
    Sep 3 04:52 PM | Likes Like |Link to Comment
COMMENTS STATS
121 Comments
94 Likes