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  • A Few Reasons Why I Am Bullish On Caterpillar [View article]
    Does the author know that the Seiwei acquisition was a total fraud costing CAT many hundreds of millions of dollars and a very tattered reputation? I love CAT but this article seems to lack veracity in my mind due to this error.
    Jan 29, 2014. 11:49 AM | Likes Like |Link to Comment
  • Construction on a new 200-megawatt wind farm will begin in 2014, Xcel Energy (XEL -0.1%) says. The project (developed by U.K.-based Renewable Energy Systems) will be next to the company's existing Grand Meadow project in Austin, Minnesota and is part of XEL's plan to deliver 600 megawatts of wind capacity to the region. [View news story]
    Having just driven along I-90 in southern Minnesota I noted the serious blight caused to the otherwise pristine countryside by these wind mills. What a terrible travesty forced on us by our green "friends" and their liberal associates! One or two conventional power plants (nuclear, gas or coal) could easily produce ALL of the needed energy at lower costs and also without ruining the countryside for a huge number of square miles (at least from Marshall to Austin, MN).
    Jul 19, 2013. 03:52 PM | Likes Like |Link to Comment
  • Caterpillar (CAT +0.9% at $84.56) has agreed to buy back $1B of its shares from Citibank (C) as part of an accelerated stock-repurchase program. Caterpillar will immediately acquire 11M shares based on market prices and expects to complete the program in June. (PR[View news story]
    Why would CAT only buy shares from C? Why would C (a bank) have all of these shares? Are they in their trust funds? Are the shares held in offshore accounts so that CAT can use offshore dollars?
    Apr 25, 2013. 10:22 PM | Likes Like |Link to Comment
  • Repsol (REPYY.PK) warns that it will sue any companies that invest in YPF (YPF -4%) following Argentina's nationalization last week. The government has approached Petrobras and intends to contact the likes of Exxon (XOM), Chevron (CVX) and ConocoPhilips (COP), although why they'd want to go anywhere near Argentina is another question.  [View news story]
    AB-SO-LUTELY!! Anyone dealing with Argentina today is un-patriotic AND very foolish for dealing with the devil. Also, evidently there isn't all that much crude oil anyway or else YPF would have been more actively pursuing it.
    Apr 23, 2012. 01:07 PM | 1 Like Like |Link to Comment
  • A Simple, Diversified Dividend Aristocrat+ Portfolio For 2012 [View article]
    Thanks for the good analyses. I have just completed implementing my own version of the Aristocrat portfolio, using only six stocks and $8,500 per stock. I call it my 'bond alternative' portfolio. I also have a bond ladder in my 401-k plan to pre-arrange for the cash needs when I hit the required withdrawal dates. This portfolio should outperform any new bonds which i would add at this point, as yields on corporate bonds are so low!
    Apr 8, 2012. 11:14 AM | Likes Like |Link to Comment
  • Holding Bonds Could Push Your Portfolio Into The High Risk Category [View article]
    Wow, Do I agree with D4L! I am retired and have about 45% of my portfolio in individual bonds with a bond ladder that I started building nearly ten years ago. It extends out ten years and its main purpose is to provide the liquidity with which to fund the required annual withdrawals per the IRS. Thinking about the issues which were raised, and having funds from a maturity in December plus a large stock sale via a covered call option, I devised a mini portfolio in lieu of a new bond. It consisted of six high yielding stocks with (1)a long history of dividends and (2) excellent dividend growth rates and (3) diversification among industries. Guess what! In my six stocks I selected JNJ and GIS. My others are BMS, XOM, RTN and ALE. I love it when I find confirmation of my ideas! Thank you D4L. In about ten years we will know if this was the correct decision.
    Feb 21, 2012. 12:35 PM | Likes Like |Link to Comment
  • Why It's Time To Buy Agnico, NovaGold [View article]
    I agree with TA's analysis but I do wonder if the bigger issue has been management's reputation with the street. They were clearly way too rosy in their projections leaving the unfortunate Goldex mine aside. At year end they scaled back practically all mines' projections. And the important mine in Nunavut now costs $1,000 per ounce for production? That may be an unheard of cost of production number. Also, several key managers took early retirement at year end. Maybe that should get some scrutiny as to the possible impact (+ or -).
    Feb 20, 2012. 01:41 PM | Likes Like |Link to Comment
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