• Value Investor Bill Nygren’s Ideas
• Jeremy Siegel: Market Similar to January 2018
• Global X MLP ETF Allocation Increased
• Helima Croft Says Oil Demand Concerns Trumping Iranian Actions
• Jeff Saut Says Market is Bottoming

All posts tagged "energy"

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  Teekay Tankers Added to the SMA Portfolio

  Teekay Tankers Ltd. (TNK) was added to the SMA Portfolio yesterday as part of the speculative move outlined in earlier posts.

  • Posted February 15, 2020
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  SPDR S&P Oil & Gas Exploration & Production ETF Added to SMA Portfolio

  SPDR S&P Oil & Gas Exploration & Production ETF (XOP) was added to the SMA Portfolio yesterday as part of the speculative move outlined

  • Posted February 15, 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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  Partial Sale of Templeton Global Income Fund

  Approximately 1/3 of the position of the Templeton Global Income Fund (GIM) held in the SMA Portfolio was sold at $6.15.

  • Posted February 12, 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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  Taubman Centers Removed from the SMA Portfolio

  Mall REIT Taubman Centers (TCO) was sold this morning at $53.20.

  • Posted February 12, 2020
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  Preparing for a Bold Move

  In my opinion, the current bifurcated market has created an opportunity.

  • Posted February 11, 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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  Global X MLP ETF Allocation Increased

  Fears of a worldwide economic slowdown due to the Coronavirus has caused weakness in energy related equities.

  • Posted February 10, 2020
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  Global X MLP ETF Allocation Increased

  A trade war related sell-off today created an opportunity to increase the position size of the Global X MLP ETF (MLPA) in the SMA Portfolio.

  • Posted December 3, 2019
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