• The Cure Might be Worse Than the Disease
• Ameritrade and Onerous Reorganization Fees
• Markets Unraveling
• The End of the SMA Portfolio
• Value Investor Bill Nygren’s Ideas

All posts tagged "bp"

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  BP PLC Added to the SMA Portfolio

  BP PLC (BP) was added to the SMA Portfolio today as part of the speculative move into resources sectors outlined in earlier posts.

  • Posted February 20, 2020
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  Balance of Templeton Global Income Fund Sold

  The remaining balance of the Templeton Global Income Fund held in the SMA Portfolio was sold in preparation for the bold trade mentioned in previous posts.

  • Posted February 13, 2020
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  Bold Contrarian Move Part Two

  As noted in yesterday's post I'm implementing a bold contrarian trade in the SMA Portfolio by attempting to sell all fixed income holdings and exploring energy complex names for investment.

  • Posted February 12, 2020
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  BP CFO Forecasts Tremendous Growth in Energy Demand

  BP Chief Financial Officer Brian Gilvary was interviewed on CNBC recently after BP reported solid financial results.

  • Posted February 10, 2020
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• Roger Nusbaum, Scott Barbee and Andrew Lapthorne on the Dwindling Values Left

  The half-year bull market in stocks has made values harder to come by, but there are still some traditionally cheap stocks left. The investment bank Societe Generale’s global quantitative strategist, Andrew Lapthorne, ran a tough “Benjamin Graham-like”...

  • Posted August 29, 2009
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