$AZO EPS +33.7%, Domestic Same-Store Sales increase of 9.5%.
Shale gas supply expected to keep US prices low in 2011
The United States - using technology - has found years and years of natural gas supplies. We are even exporting it! HOUSTON, Dec. 3 -- While another year of price distress awaits US producers of natural gas from shale reservoirs, technology has lowered breakeven thresholds of important plays, speakers said at an industry conference in Houston. Beyond next year, said Dan Pickering, copresident of Tudor, Pickering, Holt & Co. LLC, $4/Mcf gas is unsustainable. In the long term, he explained, a commodity’s
Big Day for Big Oil Stocks – 30% Upside $XOM
Collins Stewart oil and gas analyst Katherine Lucas Minyard this morning reiterated her “Buy” recommendations on several oil majors. The fundamentals of the business are improving, she writes, with West Texas Intermediate and Brent crude prices average $78 and $79 per barrel, respectively, in the second quarter, which was higher than her $75 estimate. Refining margins are up 14% from year-ago levels, she notes. And the stocks offer a fat dividend, at 4.6%, on average. The one fly in
Ball Corporation’s ($BLL) EVA Discipline Made Management Partners w/Shareowners
David Hoover, current CEO of EVA company Ball Corp (BLL) is retiring. Hoover is famous for suggesting that he hopes to be the one to own the last share of BLL when asked about the company's aggressive share buyback and capital structure. Here's an excerpt from a recent article about his tenure at BLL and how his successor, John Hayes, will stay the course:
The Procter & Gamble Company (NYSE:$PG) Creating Wealth and Trading at a Discount
The best tools on the web to help us identify strong economic performance plus low valuations are at AFGView.com. We have been using the tools for almost 8 years and they have been the core of our ValueAligned® Investing Process - where we own stocks of great companies to make sure our clients have enough income to maintain their dignity and independence in retirement. Here's an analysis from their website on the relative attractiveness
The party's decoupling from vast swaths of America at work didn't start with Barack Obama. Al Gore and John Kerry ran hard against the depredations of the insurance, pharmaceutical and oil industries. The post-modern Democrats, starting at the top, convey the impression that the average company consists entirely of three guys in spats, silk vests and top hats, like the little character on the Monopoly cards, who
Bringing the horses to the water…can we make them drink?
It seems the Fed's new round of easing is attempting to push up stock allocations amongst the peeps. Notice that first round worked: cash allocations are down and bond allocations are way up...next up, get the cash into stocks.
ValueAligned Portfolio 3rd Qtr Letter #stocks
David L. Berkowitz Portfolio Manager & Advisor VALUE ALIGNED PORTFOLIO THIRD QUARTER 2010 Dear Friend, For the 3rd quarter, the S&P Total Return Index ended up +11.3%. The ValueAligned Folio was up
Show This Chart To Any Politician That Says The Rich “Need” To Pay Higher Rates
Since 1980 tax rates on the "rich" - the top rate - are down by 50%. But as the chart below shows - these are facts - the "rich" the top 1% pay a greater share of the taxes than ever before. This fact is not quite what the politicians on the Left tell us. Why? Because it is not about getting higher revenues, it's about expanding Federal Government. This from Scott Grannis:
