cbs: the best value in media
April 10th, 2012 -
I posted an article walking through why I like CBS Corp. (CBS) on Seeking Alpha. With strong Free Cash Flow (and a propensity to return capital to shareholders), exceptional management, top quality programming and growing non-advertising revenue, CBS represents excellent value in the media sector.
You can read the article here.
Read more..exxon mobil: the lazy approach to energy investing
April 5th, 2012 -
After reading an article Seeking Alpha discussing the big upside potential to Exxon Mobile Corp. (XOM) in 2012 and beyond, I decided to take a counter view here. I do not see the big upside, and view XOM as a lazy way to invest in energy. If you want exposure to exploration &…
Read more..verizon communications: buy the weakness
March 28th, 2012 -
On Seeking Alpha, I published a quick update to my thoughts on Verizon Communications, Inc. (VZ). I continue to believe VZ remains a buy. Take a look at the previous post on this blog as well as the article for the rationale.
Read more..under armour: still a short
March 28th, 2012 -
I decided to revisit my short thesis on Under Armour, Inc. (UA). In a post on Seeking Alpha I walk through the recent Nike, Inc. (NKE) earnings as a potential look through into what to expect when UA reports in April.
Read more..eog resources (eog): seeking alpha
March 15th, 2012 -
I decided to write about my favorite exploration & production company, EOG Resources, Inc. (EOG), on Seeking Alpha. To read the article, click here.
The bottom line on this one is that the company has done an exceptional job growing oil reserves (supporting the stock and boosting the underlying fundamentals of the core business),…
Read more..valero energy corp. (vlo): seeking alpha
March 12th, 2012 -
I have been busy lately and remiss about writing. I promise to get back on the horse this week…
I did post on Seeking Alpha on Valero Energy Corp. (VLO). Specifically, why I decided to exit the stock.
More soon…
Read more..united kingdom: quick update
February 14th, 2012 -
The Financial Times did a decent job covering the Moody’s decision to revise the outlook on the UK’s AAA rating to negative from stable. Expect a downgrade. Watch the UK. Read my previous post. The UK looks a lot like us, in terms of fiscal policy. What happens there (in terms of…
Read more..helmerich & payne, inc. (hp): why you should own it
February 1st, 2012 -
I like having ownership of the US shale development. Over the next several years, as the global economy moves through the end of the recent economic malaise, demand for natural resources will likely accelerate on a global basis as commodities like oil, copper and aluminum drive construction and development. Countries that have developed resources…
Read more..verizon communications, inc. (vz): why you should own it
January 27th, 2012 -
Let’s move past the impressive dividend of $2.00/share, yielding 5.35%, for a minute. In an income starved market, one could make the case that owning VZ common just for the dividend alone is very compelling, as there is no reason to believe the dividend is in jeopardy, and VZ could be held as…
Read more..research in motion ltd. (rimm): you’ve got to be kidding me
January 25th, 2012 -
I wrote this article Monday night and was going to submit it into Seeking Alpha, but then changed my mind. I enjoyed writing it.
A friend of mine recently said that he hopes he is never in charge of a company where the stock trades up after his departure. How about if the stock trades…
Read more..