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totalincome46

totalincome46
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  • Update: Rousseff Wins Brazilian Presidential Elections, Outlook For Brazilian Stock Market Is Black [View article]
    Petrobras (PBR) stock price is like a yo-yo. Good for trading, if you have the nerve. Ecopetrol (EC) is also down, probably for other reasons. Still, I believe these two companies will eventually find their way out of the swamp. Trouble is that there are many other energy companies to invest in without the risk exposure - Canadian companies, in my opinion.
    Oct 28, 2014. 09:48 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron: The Rebound Has Begun [View article]
    I'm glad to see that Bret has moved away from KBR to look at other companies in this business sector. But I would like to see another assessment following the latest earnings release, the new strategy rollout, and the management changes at the top.

    CBI, based in the Netherlands, is an international engineering and construction company that designs and builds a myriad of facilities. With the acquisitions recently, it has expanded its reach. US offices are based in the Woodlands, TX close to companies such as Anadarko and ExxonMobil. Also not too far from BP, Shell and many others in the Houston area. Its name no can no longer be associated with bridge building and structural steel work. Nice that they kept the legacy name. Generally I agree with Warthog, but in this case I must point out that CBI has become competitive in the LNG business and the downstream process industries. Cost overruns are, unfortunately, common in this line of business, due mainly to labor shortages, regulations, and excessive client involvement.
    Oct 28, 2014. 08:44 AM | 2 Likes Like |Link to Comment
  • Ecopetrol Looks Attractive At Current Levels [View article]
    Thanks ECC for the great analysis! Now back to Jack B for his final thoughts.
    Oct 27, 2014. 05:40 PM | Likes Like |Link to Comment
  • Arch Coal: Next In Cycle [View article]
    I wish Arch Coal could find some good markets overseas. I understand that Ukraine is stocking up on coal from South Africa. It has to go through the Black Sea or by rail, but if they can pay for it, perhaps it would be another market for ACI. Europeans need to bite the bullet this winter and use coal-fired and nuclear fueled power plants and LNG imports to work around the Russian gas cut-off. Forget the environmentalists!
    Oct 27, 2014. 05:37 PM | 1 Like Like |Link to Comment
  • This 7% Yielder Could Be An Interesting Income Alternative To Traditional U.S. REITs And MLPs [View article]
    Yes, I like VOD's span of service areas. Brazil looks weak to me. Regulating gasoline prices and then what comes next? Phone services?
    Oct 27, 2014. 05:28 PM | Likes Like |Link to Comment
  • Valero Energy Could Impress Its Investors [View article]
    Love to buy VLO below 40. That's my target.
    Oct 27, 2014. 08:50 AM | Likes Like |Link to Comment
  • A Few Reasons To Be Cautious On ExxonMobil [View article]
    Just love it when someone with an obvious Russian bias chimes in. (I doubt if VT is a stockholder). Once Putin goes, everything will be better, including opportunities for the oil majors. XOM will keep the pot of "pilmeni" on a slow simmer til he's exiled.
    Oct 27, 2014. 08:43 AM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Southern Company Grows Its Dividend Over Time (10/24/14) [View article]
    I agree with dunnhaupt. The dividend has grown, but slowly. Its stock hasn't really appreciated that much. But revenue should be trending upwards soon as new plants go on line. I'll keep it on my watch list, but there might be better choices.
    Oct 27, 2014. 08:21 AM | Likes Like |Link to Comment
  • This 7% Yielder Could Be An Interesting Income Alternative To Traditional U.S. REITs And MLPs [View article]
    The article appears to be begging for more in-depth analysis. Why TEF over VOD or DTEGY, for instance? With VOD there is no UK tax to pay. And both VOD and DTEGY have dropped. And I don't like the way dividends are paid at TEF. If you want a high-yielding Spanish company, why not look at Banco Santander (SAN)? I like the way they treat shareholders and you can get additional shares without incurring Spanish taxes through their script program.
    Oct 23, 2014. 05:38 PM | 4 Likes Like |Link to Comment
  • United Parcel Service Looks Very Attractive Here [View article]
    I own KMI and UPS. I see both companies as "shipping" companies with strong demand for their services, now and in the future.

    - TI
    Oct 23, 2014. 09:50 AM | Likes Like |Link to Comment
  • Is Petrobras Worth The Risk? [View article]
    PDVSA and EC are two other state-controlled oil producers in South America. I'd like to see a comparison with PBR.

    - TI
    Oct 23, 2014. 09:21 AM | Likes Like |Link to Comment
  • Kinder Morgan: Opportunity Lurks In Dangerous Places [View article]
    Always a good idea to "layer in", as the author puts it. Or, as I call it, "nibbling". Happy to own KMI and EPD. Ready to pull the trigger on market dips and stock pullbacks. Nice interview with Rich Kinder on Cramer's "Mad Money" last night. And please keep growing the dividend.

    - TI
    Oct 23, 2014. 08:59 AM | 3 Likes Like |Link to Comment
  • Keystone pipeline alternative embroiled in feud that could kill the project [View news story]
    Agreed, but Canada needs alternate export routes to both coastlines.
    Oct 21, 2014. 10:48 AM | 5 Likes Like |Link to Comment
  • Cramer's Lightning Round - If You Have To Own An Auto, Buy Fiat (10/20/14) [View article]
    What about Honda Motors (HMC) and Volkswagen (VLKAY)? I have both and have added to my HMC position lately.
    Oct 21, 2014. 09:14 AM | Likes Like |Link to Comment
  • Opposition builds against TransCanada‚Äôs Energy East project [View news story]
    Other pipelines are being planned that would bring gas from the northern U.S. into eastern Canada, so there could be new sources to take the place of gas currently transported through TRP's existing pipelines which may be convereted to oil transport. Canada desperately needs an oil export route.
    Oct 16, 2014. 12:31 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
139 Comments
118 Likes