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- Chesapeake Energy Analyst Day Update: Company Moves to Resource Conversion
- Davy Bui submits: The financial media have been all over the story of CEO Aubrey McClendon being margined out of the vast majority of his [[CHK]] stake at massive losses. Over the last few months, investors have watched CHK go from over $70 per share to near $10 (currently...
- External links 2008-10-27
- Google vs. Microsoft: A Value Perspective
- Davy Bui submits: As part of our weekly podcast, my colleagues -- myself, CGI co-founder and former Motley Fool analyst, Tom Jacobs, CGI Growth & Value Focus portfolio manager Jason Fitnich and former author of the Circle of Competence blog, Jeff Annello -- discussed the cold war, if you...
- External links 2009-07-16
- Penn West Energy's Reassuring Earnings Update
- Davy Bui submits: All figures CAD$ unless noted: Operating cash flow held up in the fourth quarter, dropping only 2% from Q3 to $602M. Funds flow from operations (FFO) fell 26% on a sequential basis to $490M, due to changes in working capital. The standardized distributable cash ratio (basically...
- External links 2009-03-01
- Freeport McMoran: Latest Update Is Reassuring
- Davy Bui submits: Readers can dig into all the gory numbers from the company's press release, so here's a brief summary of key items: Freeport McMoran FCX managed to generate $201M in operating cash flow (OCF) on realized metals prices of $1.55 copper, $818 gold and $24.55 molybdenum. While...
- External links 2009-01-30
- Buffett Is Not a Leader, Just a Great Investor
- Davy Bui submits: I recently finished reading the new Buffett biographay, Snowball. I'm not going to write a proper review of it as I didn't enjoy the book much and am not sure if my views on it would be helpful for those who are considering the book. Perhaps...
- External links 2009-01-29
- False Start in the Bond Market?
- Davy Bui submits: Yesterday’s WSJ has this quote in their “Financial Flashback” section but possibly describing today’s conditions: “Some savvy bond investors are raising money that they plan to use to snap up distressed debt. Trouble is, there isn’t a lot to snap up. An argument can be...
- External links 2009-01-21
- Penn West Still Shaky After Cutting Distribution
- Davy Bui submits: As promised, I dug a little into Penn West Energy PWE after the company cut its distribution. Keep in mind that PWE’s numbers are basically an unknown moving target after the huge drop in oil prices. The earnings call on Feb 19 should shed much...
- External links 2009-01-22
- Will Chesapeake Outperform the United States Oil Fund ETF?
- Davy Bui submits: A question from Fletcher: Hey Davy, I enjoy reading your material. I am interested in putting some money into oil, specifically USO. I see you that you really like CHK. Do you see CHK outperforming an oil ETF like USO in the future 1-2 years?...
- External links 2008-12-23
- Freeport-McMoran: Dead Money Until Copper Prices Recover
- Davy Bui submits: Beware to those who ignore historical market cylicality. I made two late-cycle investments in stocks heavily associated with copper and am paying for it now. While I hardly bought in at the top, being early doesn’t feel much different from being wrong. Unlike my...
- External links 2008-12-05
- Agreeing With Bill Gross: Corporate Bonds Better Than Equities
- Davy Bui submits: Bill Gross’ latest investment outlook allows me to flatter myself and wonder if… ahem … great minds think alike (don’t I wish). But seriously, his latest commentary hits directly on a couple of topics I have been pondering myself for some time. The first is...
- External links 2008-12-03
- Penn West Energy: Q3 Earnings Review
- Davy Bui submits: Penn West Energy PWE recently released Q3 2008 earnings. Highlights all figures in Canadian dollars unless otherwise noted: by Davy Bui
- External links 2008-11-18
- Chesapeake Energy Continues to Shore Up Its Balance Sheet
- Davy Bui submits: I commented on Chesapeake Energy CHK a few weeks ago so other than a brief Q3 update here, I refer you to that post. The company’s cash flow is still holding up with OCF in at $1.4B, basically even from last quarter and up about...
- External links 2008-11-17
- Brookfield Asset Management Weathering Economic Turmoil
- Davy Bui submits: Brookfield Asset Management BAM recently reported Q3 results. All results in $US unless otherwise noted: by Davy Bui
- External links 2008-11-12
- American Capital Strategies: Management Credibility in Question
- Davy Bui submits: With American Capital Strategies' ACAS conference call out of the way, I will first give some key numbers and major developments, and then my take going forward: Results $0.74 NOI per diluted share, $0.72 realized EPS, -$2.63 loss per share. The...
- External links 2008-11-11
- Ensco International: Strong Underlying Fundamentals
- Davy Bui submits: Ensco International recently reported Q3 results see conference call transcript. All results in $US unless otherwise noted: by Davy Bui
- External links 2008-11-03
- Time to Take Profits in Gold Miners?
- Davy Bui submits: With gold hovering over $1,000 per ounce, now seems like a good time to check in on two gold mining stocks I hold in my portfolio: Minefinders MFN and Yamana Gold AUY. Long-time readers will know that I have been writing call options all year on...
- External links 2009-09-23
Additional Resources
- Penn West Energy Q2 Earnings Update
- Davy Bui submits: Penn West Energy Trust PWE 2008 Q2 highlights (all figures C$ unless otherwise noted): Due to the acquisitions, YOY comparisons may be misleading so I will be focusing on changes from Q1 2008. Keep in mind the big spike in oil prices during the quarter (and...
- External links 2008-08-14
- Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves
- Davy Bui submits: Seth Klarman’s Baupost Group continues its move into the healthcare sector asevidenced by the latest Q2 13F-HR filing: Baupost opened big positions in UnitedHealth Group UNH and Liberty Media. The UNH position complements last quarter’s WLP position, which was augmented 24% in Q2. Additionally, by my...
- External links 2008-08-19
- Chesapeake Energy: Earnings and Shale Drama
- Davy Bui submits: A quick rundown on Chesapeake's CHK Q2 earnings and then I’ll focus on strategic matters. All results US$ unless otherwise noted: Cash flow from operations increased 30% to $2.8B for the 6 months ended 06/30/2008. That’s probably another record for...
- External links 2008-08-20
- 2008 Q2 Portfolio Holdings: Berkowitz, Rodriguez & Pabrai
- Davy Bui submits: In their 13F-HR filing for Q2 2008, Bruce Berkowitz and his cohorts at the Fairholme Fund continue their shift from energy into healthcare:Fairholme opened huge relative positions in Pfizer PFE, Forest Labs FRX and UnitedHealth Group UNH. The UNH position echos Seth Klarman’s endorsement. I don’t...
- External links 2008-08-21
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