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- Portfolio Reshuffle: Freeport's Out, Some Pharma's Next
- Ryan Barnes submits: The next few trading sessions will constitute what is, for me, a rash of trading as I adjust the allocations within the Secular Trends Portfolio. For readers who have been wondering why it’s been so quiet around here, I offer my apologies for not being able to...
- External links 2009-06-13
- Time to Trim Petrobras, Caterpillar Holdings
- Ryan Barnes submits: There hasn’t been a lot of activity here for a couple of weeks, the unfortunate result of other obligations and my ongoing intent to put in 5-6 hours of good reading and research time for every hour spent writing up my conclusions. But hey, if it’s not...
- External links 2009-08-11
- Why I'm Upping Corning and Beckman Coulter Stakes
- Ryan Barnes submits: This post is chiefly for time-stamping purposes; I’ll be attaching my notes and thesis statement for Beckman Coulter BEC at a later date. As to Corning GLW, this has been a small weighting in the model thus far, and I’m taking it up to 4.5% with the...
- External links 2009-07-05
- Selling Schering Plough, Looking to India, Brazil and South Africa
- Ryan Barnes submits: In line with yesterday’s post on some pending changes to the Secular Trends Model Portfolio, I am blowing out the remaining 1850 shares of Schering-Plough SGP in the model. SGP has really just been a floater since the announcement of Merck’s MRK buyout in early March, which...
- External links 2009-06-25
- Will Global Equity Markets Pass or Fail Today's Test?
- Ryan Barnes submits: Friday is shaping up to be a crucial testing day for the global equity markets. The S&P 500 is down 10% since election day, which Bespoke Investment Group notes is the worst two-day showing since 1987: click to enlarge by Ryan Barnes
- External links 2008-11-07
Additional Resources
- Petrobras: Mixed Sentiment Despite Record Production
- Ryan Barnes submits: Brazil’s pseudo-monopoly oil company Petrobras PBR logged record production of 2.5 million barrels of oil equivalent [BOE] in September, up slightly from August and 7% year-over-year. And while all the oil majors are subject to the whims of crude prices lately, Petrobras has an under-leveraged balanced sheet...
- External links 2008-11-04
- Freeport-McMoRan: Production Cut as Molybdenum Price Plummets
- Ryan Barnes submits: Look at how fast things can change. Just three weeks ago, in its conference call, copper, gold, and molybdenum producer Freeport-McMoRan FCX told us that pricing for molybdenum a component for steel and specialty chemicals “continues to be strong.” A few blinks of the eye later, and molybdenum...
- External links 2008-11-11
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