Locator: 44468B.
Not ready for prime-time; not proof-read; not fact-checked; links may
or may not work; links may or may not be correct. Proceed at own risk.
Usual disclaimer applies.
I've been so preoccupied with family events / commitments ever since Olivia's soccer team won the Texas state 5A high school soccer tournament that I've not kept up with a lot.
I haven't paid attention to the market at all except to look at BUD, occasionally SCHW, and there was another one which I've now long (one week) forgotten.
My in-box is so full from readers I won't possibly get to everything, so I think I will provide the links, delete the mail that has accumulated, and look forward to doing better next week. Yeah, I know this is only Tuesday, but the family events / commitments continue through this week, with a Jiu-Jitsu tournament for Sophia on Saturday.
Most of what follows is with regard to investing. I did the " other non-investing stuff" earlier today.
Top investors: top positions. Essentially two strategies:
- 100% on BRK; or,
- buy the market.
Energy: things not working out for the Saudi princes. Despite surprise cuts in production, oil prices are stuck in the low 80's -- not good for Saudi. I haven't see the numbers, but I bet Saudi based their budget on $100-oil. Worse, their go-to markets -- India and China are buying cheap Russian oil. LOL. Link here.
HAL: looking good.
- and, here.
ENB: Motley Fool link here.
TMO: worthy of consideration for investing? Memo to self.
Wind energy:
T: dividends, link to IBD;
XOM: expansion of refinery in Beaumont, TX; link to Forbes, here.
Apple: Don Lemon buying a new Apple phone after his was "confiscated" by CNN.
Margins: at the end of the day, it's all about margins. In the big scheme of things there are only two beer companies in the US: BUD and Molson Coors.
BUD: profit margin.
TAP: profit margin.
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