You already know that Chevron (CVX) is a component of my benchmark HOAX portfolio. I have owned it in my personal account forever, and for reasons clear to anyone who reads my columns, you would have ...
Tag: Jim Collins
Black Friday Brings a Darker Outlook for Tesla
When Black Friday comes…. Steely Dan is dominating my mental soundtrack this morning. But, as I mentioned in my column earlier this week, I like to stay away from the herd. So, instead of focusi...
Twitter Is in the Wrong, and Musk Must Make That Case. Big Time.
OK, another open letter to Tesla (TSLA) honcho Elon Musk. After my Real Money column of April 28, Elon decided to pull his offer for Twitter (TWTR) on July 8. I am not arrogant enough to believe it w...
Here Are 2 Stocks That You’d Have to ‘Pry From My Cold, Dead Hands’
I was heartened by the response to the publication of the links to the free-to-all version of my PREFS spreadsheet in yesterday’s Real Money column. If you requested access, and haven’t ye...
The Only Stocks to Buy Now Are Energy Stocks
And you misinterpret this how? That nugget of wisdom was uttered by Jerry Seinfeld to George Costanza in the 13th episode of Season Eight of Seinfeld. It really sums up this week’s market action...
These Tellurian Senior Notes Are a Screaming Buy!
As the markets plummet on Powell’s continuing confusion, I have been adding to a new position for myself and my clients this week. We are buying Tellurian Inc. 8.25% Senior Notes (TELZ) , due ...
Delisting of Chinese ADRs Is Part of the New Cold War
There’s battle lines being drawn…Nobody’s right if everybody’s wrong. It’s time for a little Buffalo Springfield, as the tensions between the U.S and China heat up. Accor...
No, I’m Not Selling Exxon and Chevron Here
Well, that cinches it. The world is in a recession. No, I am not talking about tomorrow’s US non-farm payrolls report, which some clown on an endless clown show FinTV network will inevitably, br...
Amazon Vs. Exxon: Here’s the Winner (for Investors)
At some point, one just has to let the numbers speak for themselves. So, here is a quick factbox on Exxon (XOM) and Amazon (AMZN) earnings. 2Q22 (value in millions) XOM Earnings before interest, taxes...
It’s Raining Dividends in the Oil Patch
It’s raining oil! According to our permanently-confused commander-in-chief, that is a common condition in the winter in Delaware. And it apparently caused his “damn cancer”…whi...
This Is Not a Volatile Market, It’s a Declining Market
“You don’t bring me anything but down.” That Sheryl Crow lyric was running through my head this morning, as stock futures and Treasury prices both resumed their decline after yesterd...
Stick to Companies That Reward You From Their Positive Cash Flows
When I think I have seen the depths of fecklessness from our current monetary policy regime, I often find an even deeper part of the pool. This morning it was a paper by two Fed employees entitled (Do...
I Went All In on Fertilizer Stocks and CF Industries Has Really Paid Off
The best part of my job here at Real Money is receiving feedback from happy readers after a profitable stock call. We are all on the same team here. We are all rooting for wins via active portfolio ma...