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	<title><![CDATA[davy bui Resources | BNET]]></title>
	<link><![CDATA[http://resources.bnet.com/topic/davy+bui.html]]></link>
	<description><![CDATA[White papers, case studies, business articles, and blog posts relating to davy bui]]></description>
	<s:counts start="0" returned="16" found="16" />
	<language>en-us</language>
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		<title><![CDATA[Time to Take Profits in Gold Miners?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F162835-time-to-take-profits-in-gold-miners%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Wed, 23 Sep 2009 01:02:46 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/gold+%2526+precious+metals.html"><![CDATA[Gold & Precious Metals]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
	</item>
	<item>
		<title><![CDATA[Google vs. Microsoft: A Value Perspective]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F149118-google-vs-microsoft-a-value-perspective%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Thu, 16 Jul 2009 12:25:06 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/internet.html"><![CDATA[Internet]]></category>
		<category domain="http://resources.bnet.com/topic/software.html"><![CDATA[Software]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/google+inc..html"><![CDATA[Google Inc.]]></category>
		<category domain="http://resources.bnet.com/topic/microsoft+corp..html"><![CDATA[Microsoft Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">GOOG</category>
		<category domain="http://rss.financialcontent.com/stocksymbol">MSFT</category>
		<category domain="tickers">GOOG,MSFT</category>
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		<title><![CDATA[Penn West Energy's Reassuring Earnings Update]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F123426-penn-west-energy-s-reassuring-earnings-update%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Sun, 01 Mar 2009 12:36:45 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
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	<item>
		<title><![CDATA[Freeport McMoran: Latest Update Is Reassuring]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F117574-freeport-mcmoran-latest-update-is-reassuring%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Fri, 30 Jan 2009 12:35:11 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/gold+%2526+precious+metals.html"><![CDATA[Gold & Precious Metals]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/freeport-mcmoran+copper+%2526+gold+inc..html"><![CDATA[Freeport-McMoRan Copper & Gold Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">FCX</category>
		<category domain="tickers">FCX</category>
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		<title><![CDATA[Buffett Is Not a Leader, Just a Great Investor]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F117268-buffett-is-not-a-leader-just-a-great-investor%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Thu, 29 Jan 2009 02:49:14 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
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	<item>
		<title><![CDATA[Penn West Still Shaky After Cutting Distribution]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F112409-penn-west-still-shaky-after-cutting-distribution%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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&#8217;s numbers are basically an unknown moving target after the huge drop in oil prices.  The earnings call on Feb 19 should shed much...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Thu, 22 Jan 2009 04:02:29 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
	</item>
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		<title><![CDATA[False Start in the Bond Market?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F115622-false-start-in-the-bond-market%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Davy Bui submits:  Yesterday&#8217;s WSJ has this quote in their &#8220;Financial Flashback&#8221; section but possibly describing today&#8217;s conditions:  &#8220;Some savvy bond investors are raising money that they plan to use to snap up distressed debt. Trouble is, there isn&#8217;t a lot to snap up. An argument can be...]]></description>
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		<pubDate>Wed, 21 Jan 2009 03:40:21 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
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		<title><![CDATA[Will Chesapeake Outperform the United States Oil Fund ETF?]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F112031-will-chesapeake-outperform-the-united-states-oil-fund-etf%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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?...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Tue, 23 Dec 2008 03:47:00 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/etf.html"><![CDATA[ETF]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/chesapeake+energy+corp..html"><![CDATA[Chesapeake Energy Corp.]]></category>
		<category domain="http://resources.bnet.com/topic/united+states+oil+fund+lp.html"><![CDATA[United States Oil Fund LP]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CHK</category>
		<category domain="tickers">CHK</category>
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		<title><![CDATA[Freeport-McMoran: Dead Money Until Copper Prices Recover]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F109406-freeport-mcmoran-dead-money-until-copper-prices-recover%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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&#8217;t feel much different from being wrong.  Unlike my...]]></description>
		<s:doctype><![CDATA[External links]]></s:doctype>
		<pubDate>Fri, 05 Dec 2008 04:58:55 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/gold+%2526+precious+metals.html"><![CDATA[Gold & Precious Metals]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/freeport-mcmoran+copper+%2526+gold+inc..html"><![CDATA[Freeport-McMoRan Copper & Gold Inc.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">FCX</category>
		<category domain="tickers">FCX</category>
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		<title><![CDATA[Agreeing With Bill Gross: Corporate Bonds Better Than Equities]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F108891-agreeing-with-bill-gross-corporate-bonds-better-than-equities%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Davy Bui submits:  Bill Gross&#8217; latest investment outlook allows me to flatter myself and wonder if&#8230; ahem &#8230; great minds think alike (don&#8217;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...]]></description>
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		<pubDate>Wed, 03 Dec 2008 12:32:06 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/us+market.html"><![CDATA[US Market]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/sears+holdings+corp..html"><![CDATA[Sears Holdings Corp.]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">SHLD</category>
		<category domain="tickers">SHLD</category>
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		<title><![CDATA[Penn West Energy: Q3 Earnings Review]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F106517-penn-west-energy-q3-earnings-review%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Davy Bui submits:  Penn West Energy PWE recently released Q3  2008 earnings. Highlights all figures in Canadian dollars unless otherwise noted: by Davy Bui]]></description>
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		<pubDate>Tue, 18 Nov 2008 01:30:28 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/earnings.html"><![CDATA[Earnings]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/financial+accounting.html"><![CDATA[Financial Accounting]]></category>
		<category domain="http://resources.bnet.com/topic/finance.html"><![CDATA[Finance]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
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		<title><![CDATA[Chesapeake Energy Continues to Shore Up Its Balance Sheet]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F106345-chesapeake-energy-continues-to-shore-up-its-balance-sheet%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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&#8217;s cash flow is still holding up with OCF in at $1.4B, basically even from last quarter and up about...]]></description>
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		<pubDate>Mon, 17 Nov 2008 06:30:43 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/cash+flow.html"><![CDATA[Cash Flow]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/chk.html"><![CDATA[CHK]]></category>
		<category domain="http://resources.bnet.com/topic/balance+sheets.html"><![CDATA[Balance Sheets]]></category>
		<category domain="http://resources.bnet.com/topic/operational+accounting.html"><![CDATA[Operational Accounting]]></category>
		<category domain="http://resources.bnet.com/topic/financial+statements.html"><![CDATA[Financial Statements]]></category>
		<category domain="http://resources.bnet.com/topic/financial+accounting.html"><![CDATA[Financial Accounting]]></category>
		<category domain="http://resources.bnet.com/topic/finance.html"><![CDATA[Finance]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/chesapeake+energy+corp..html"><![CDATA[Chesapeake Energy Corp.]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CHK</category>
		<category domain="tickers">CHK</category>
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		<title><![CDATA[Brookfield Asset Management Weathering Economic Turmoil]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F105752-brookfield-asset-management-weathering-economic-turmoil%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Davy Bui submits:  Brookfield Asset Management BAM recently reported Q3 results.  All results in $US unless otherwise noted: by Davy Bui]]></description>
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		<pubDate>Wed, 12 Nov 2008 11:56:51 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/result.html"><![CDATA[Result]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
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		<title><![CDATA[American Capital Strategies: Management Credibility in Question]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F105270-american-capital-strategies-management-credibility-in-question%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Tue, 11 Nov 2008 01:18:27 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/strategy.html"><![CDATA[Strategy]]></category>
		<category domain="http://resources.bnet.com/topic/private+equity.html"><![CDATA[Private Equity]]></category>
		<category domain="http://resources.bnet.com/topic/dividend.html"><![CDATA[Dividend]]></category>
		<category domain="http://resources.bnet.com/topic/conference+call.html"><![CDATA[Conference Call]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/financial+planning.html"><![CDATA[Financial Planning]]></category>
		<category domain="http://resources.bnet.com/topic/financial+accounting.html"><![CDATA[Financial Accounting]]></category>
		<category domain="http://resources.bnet.com/topic/investment.html"><![CDATA[Investment]]></category>
		<category domain="http://resources.bnet.com/topic/finance.html"><![CDATA[Finance]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/american+capital+strategies+ltd..html"><![CDATA[American Capital Strategies Ltd.]]></category>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">ACAS</category>
		<category domain="tickers">ACAS</category>
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		<title><![CDATA[Ensco International: Strong Underlying Fundamentals]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F103800-ensco-international-strong-underlying-fundamentals%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[Davy Bui submits:  Ensco International recently reported Q3 results see conference call transcript.  All results in $US unless otherwise noted: by Davy Bui]]></description>
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		<pubDate>Mon, 03 Nov 2008 11:37:59 -0800</pubDate>
		<category domain="http://resources.bnet.com/topic/ensco+international.html"><![CDATA[ENSCO International]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">ESV</category>
		<category domain="tickers">ESV</category>
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	<item>
		<title><![CDATA[Chesapeake Energy Analyst Day Update: Company Moves to Resource Conversion]]></title>
		<link><![CDATA[http://dw.com.com/redir?destUrl=http%3A%2F%2Fseekingalpha.com%2Farticle%2F102029-chesapeake-energy-analyst-day-update-company-moves-to-resource-conversion%3Fsource%3Dbnet&siteid=23&tag=seekingalpha]]></link>
		<description><![CDATA[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...]]></description>
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		<pubDate>Mon, 27 Oct 2008 01:47:23 -0700</pubDate>
		<category domain="http://resources.bnet.com/topic/financial.html"><![CDATA[Financial]]></category>
		<category domain="http://resources.bnet.com/topic/seeking+alpha.html"><![CDATA[Seeking Alpha]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/chk.html"><![CDATA[CHK]]></category>
		<category domain="http://resources.bnet.com/topic/financial+accounting.html"><![CDATA[Financial Accounting]]></category>
		<category domain="http://resources.bnet.com/topic/finance.html"><![CDATA[Finance]]></category>
		<category domain="http://resources.bnet.com/topic/davy+bui.html"><![CDATA[Davy Bui]]></category>
		<category domain="http://resources.bnet.com/topic/chesapeake+energy+corp..html"><![CDATA[Chesapeake Energy Corp.]]></category>
		<category domain="http://resources.bnet.com/topic/energy.html"><![CDATA[Energy]]></category>
		<category domain="http://rss.financialcontent.com/stocksymbol">CHK</category>
		<category domain="tickers">CHK</category>
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