Insiders are Buying Utilities -Should You? Week of March 5th 2021

For trade details click on this link to the trades EchoStar CORP up 13.60% Vistra Corp. up 8.53% EXXON MOBIL CORP up 8.30% * Multiple Buys TELEDYNE TECHNOLOGIES INC up 8.30% * Multiple Buys…


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…


Exxon plans on investing $185 billion over the next five years

  A view to 2040 Updated each year, the Outlook analyzes the trends that will shape global energy supply and demand over the coming decades. The Outlook for Energy is ExxonMobil’s long-term…


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,…


Iran, Nuclear Policy, and America: An Investment Opportunity In Disaster?

  We have a delicate balancing act at hand between the threat of an emerging nuclear power, our rapacious thirst for oil, and responsible diplomatic policy.  The consternation in the air is…