Coal and Oil
Tommy, Glad someone looks through my notes. I just added this to my to-do list — which is currently 7 companies long. My dad ran a business called ARM Computing for 15 years. I am just carrying on the legacy. A couple things: 1. Your notes reflect that you dig deep enough and that you [...]
2 Articles and my radar
Anthracite Capital is ReinflatingByGlen BradfordInstead of talking about finance institutions that are being diluted like Citigroup (C) and financial institutions that are so hot they’re already above their November lows like Wells Fargo (WFC) and Goldman Sachs (GS), I’m going to introduce you to a better place where it’s bottoms up from here.After getting the [...]
Knowledgable Gene Franco
Ahh the macro view. I had an interesting conversation with a private equity analyst at Blackstone last month, his basic thesis was that commodity export dependent and goods export dependent economies are basically a form of leveraged economy and will run up the most during this recovery. The US manufactures guns, no butter, and some [...]
E-Mail Stock Talk
Tom, Looking through HERO. CNEH in my opinion is just a better deal. No reason to screw around with HERO since it’s still losing money and it’s contracts are up in the air. I don’t think this rebound is going to send OIL above $60 in the short term (long term is another deal), not [...]