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May 2014

Recs

10

Seadrill: "They Lease Rigs to the Big Boys"

May 13, 2014 – Comments (8) | RELATED TICKERS: SDRL , RIG , SDLP

Seadrill is a company that kept showing up on my screens, and I thought "huh, sounds like a competitor to Diamond Offshore and Transocean, why have I never heard of them."  I kept making a mental note to follow up, never did.  [more]

Recs

8

Still out

May 12, 2014 – Comments (7)

In case anyone was wondering: I see nothing more attractively valued than cash right now.   I've looked at fifty stocks, every kind of fixed-income investment I could think of, even bullion - I'm not impressed.  

My cash pile may represent asset allocation that is questionable, but it is ready to be deployed at a moment's notice.  When that happens, I'll alert you here. 

Recs

5

Buffett's Coke Smoke-screen

May 03, 2014 – Comments (8) | RELATED TICKERS: KO , BRK-A

Warren Buffett has been much in the news for neither approving nor voting against Coca-Cola Corporation's new executive compensation plan.  Much was said about his decision to neither approve nor disapprove of the plan. The plan in question involves a few paltry millions of dollars compared against Coke's multibillion dollar annual revenue.  No one gives a darn except the news media, who love to show poor people the amusing spectacle of insanely rich people having a sham disagreement; and the Coke executives, who may have to buy new houses in the Hamptons instead of a new chateau in Tuscany this year.  [more]

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