June 13th, 2019, 10:54 PM
Back on April 17, I made Parsley Energy (PE) my first disruption in the oil sector pick in my Special Report on Disrupted Sectors. I didn't actually post that pick to the portfolio, however, and this post, excerpted from the Special Report, is a fix for that error. Parsley Energy traded at $20.83 on April […]
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April 30th, 2019, 5:51 PM
Occidental Petroleum (OXY) has brought Warren Buffett and Berkshire Hathaway (BRK.A) into its battle with Chevron (CVX) for control of Permian-Basin-rich Anadarko Petroleum (APC). Up until the entry of Buffett, Chevron had the inside edge even though it had offered a lower price of $33 billion in cash and stock for Anadarko. That company's board […]
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April 25th, 2019, 2:21 PM
The battle for control of Anadarko Petroleum (APC) and its huge position in the oil shale geologies of the Permian Basis isn't over. Yesterday, Wednesday, Occidential Petroleum (OXY) made a renewed bid to acquire Anadarko. The 50%/50% stock and cash offer from Occidental would value Anadarko at $38 billion. Chevron's offer of 75% stock and 25% […]
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April 18th, 2019, 4:24 PM
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April 16th, 2019, 5:01 PM
When I set out to research and write my recent Special Report Five Sector Facing Disruption That Could Crush Your Portfolio I wanted to focus on the "destruction" side of the process of "creative destruction" that makes up economic growth in our capitalist system. The "destruction" side gets relatively less attention than the "creative" until […]
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April 12th, 2019, 4:38 PM
Chevron (CVX) has agreed to buy Anadarko Petroleum (APC) for $33 billion in cash and stock. On the news shares of Anadarko are up 32.5% to $61.85. Shares of Chevron are off 4.91% to $119.81. Measured by oil and natural gas production, the deal puts Chevron neck-and-neck with ExxonMobil (XOM) and Royal Dutch Shell (RDS). Measured […]
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April 11th, 2019, 4:59 PM
As Monty Python's Flying Circus so memorably admonished, Nobody ever expects the Spanish Inquisition. But investors should expect disruption. Thanks to the missionary work of Austrian economist Joseph Schumpeter, Wall Street, capital markets, and investors all know that capitalist economies grow by a precess he dubbed "creative destruction." (Or "schöpferische Zerstörung" in the original German.) […]
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March 20th, 2019, 4:47 PM
I'm part way through the annual rebalancing of my Dividend Portfolio (with other portfolios to follow.) The initial stage of that process requires a close look at which of the stocks in the portfolio I'd like to keep for another year (based on their prospects for the next year) and which I'd sell because I […]
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the site. And we'll throw in the first week free! If you change your mind during that first week, just cancel your subscription from your profile page, and you won't be billed anything.
