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August 2009

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4

Peaking oil coming soon to a theater near you!

August 12, 2009 – Comments (6) | RELATED TICKERS: PBR

I think now is a GREAT time to be buying oil companies.  The implications of "peak oil" starting within the next ~five years are astounding. http://seekingalpha.com/article/154901-peak-oil-for-dummies 

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3

Kodak making headway in the inkjet business

August 10, 2009 – Comments (2) | RELATED TICKERS: KODK

It is surprising to me how little mind-share Kodak is getting from investors in imaging and printing space.  Kodak is making some substantial inroads into the inkjet printing market. 
http://www.democratandchronicle.com/article/20090809/BUSINESS/908090327/1001
Of particular note is that Kodak has a value proposition that attracts high print volume customers who are highly profitable and the key to being successful in the inkjet business.
I think Kodak is a screaming buy right now if you are willing to hold onto the shares for several years.   [more]

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