BAC or WFC - because all the smaller banks are loosing customers who fear their collapse - these customers should flee to large banks like Bank of America and Wells Fargo - where BAC has the larger dividend right now with a CEO who says he need not cut while WFC just raised theirs...!
GE - current and future energy, health as well as pretty much everything else is intertwined with this magic company, and it is yielding over 4% right now - good time to start dripping into this one...
BP - integrated global oil with an eye to the future for diverse energy portfolios and a yield over 5%
RDSA - integrated global oil with an eye to the future for diverse energy portfolios and a yield over 4.5%
FRO - safest and most versatile transportation of required petroleum crudes - the fundamental ingredient for just about everything modern you can imagine + huge yields which vary wildly according to tanker rates and bookings
T - benefiting from a huge influx of eager new customers who want to be part of the iPhone - these are most likely going to prove to be good customers - this flock is characteristic of positive enthusiasm toward accepting/using advanced services which are being/planned-to-be delivered over AT&T networks to iPhone users + dividend yield over 5%
AAPL - this growth stock has only just begun and is a good technology stock too
The Risky Side of Life:
PBR - risk has gotten a lot higher here as the Brazilian Govt. is considering curtailing PBR's involvement in the new oil finds to strictly service roles - they will still make mucho dinero and are trading below fair value for their current expected performance even barring the unexplored areas of the fields
SQM RIO IPI POT MON - commodities got these, down but they'll come back another day
FCEL AVAV AMSC ESLR NTDOY - remain in the running to be great someday .. holding steadfast here still seems likely to pay
ABB BOOM XTO SSL EMN BCKBF - not much more pain left to suffer here either ... right...
It appears to be all uphill from here
Thursday, August 14, 2008
Wednesday, August 06, 2008
Slowing Tankers...
FRO has classic Head & Shoulders with a broken neckline - but ships are slowing - rates are climbing...
Charles' hair tossed at sea has unexpectedly slowed Frontline's tankers 3.8% since July...
FYI: Pentagon Claims that tankers in the sky (with diamonds) are more important than survivability, airlift, and operational utility...
So it goes again as the stale news continues to proclaim - well you get the rest - or not...
Charles' hair tossed at sea has unexpectedly slowed Frontline's tankers 3.8% since July...
FYI: Pentagon Claims that tankers in the sky (with diamonds) are more important than survivability, airlift, and operational utility...
So it goes again as the stale news continues to proclaim - well you get the rest - or not...
Subscribe to:
Posts (Atom)