Insider Buying Week 11-10-23 Another Week of the Impossible Possibility
Barron's magazine cover read, "Clean Energy Stocks have collapsed," but it's not just clean energy. It's all energy. The fossil fuel kind, traditional energy, continued its dismal fall performance…
Insider Buying Week 8-04-23 Hydrocarbons Make the Modern World Modern
Oil and gas have been the best-performing sector in the market for the last couple of weeks. There is much talk about an oil surplus, and economic weakness in China, the world's largest petroleum…
Curious how…
Exxon's annual take on the future of energy
While oil and gas stocks are collapsing, it is useful to contemplate a horizon beyond the end or your nose. Who knows when crude prices will recover but according to Exxon we are going to be using a…
Seeking Blue Revisit
We developed an investment thesis based on the discounted cash flow valuations of some of the most credit worthy companies in the S&P 500. All of them blue chips, trading at substantial…
Most interesting insider buys and sells from last week
The first every buy from Exxon Mobil XOM controller Patrick Mulva steps up and purchases $1 million at $89 on 3/13/13. We are all over this one. There are plenty of catalysts. Exxon is a major…
Blue Chip Is The New Alpha - Seeking Alpha
We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell. We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author,…
