BUY
Markets are going to be interesting over the next 3 years. When investors are looking at total returns, income is going to play a far more common part in those returns. With the potential of dividend increases, this will be a good support for banks’ prices and there will be some decent gains.
BUY
Recent weakness in the stock has to do because they are roughly 50% natural gas. Management is wrestling with what payout would be consistent with natural gas prices. Even if you'd was cut to 6%, it is still an attractive one.
BUY
Software company. Have made some interesting acquisitions. As markets improve, high tech in general, and this one in particular, will recover.
BUY
Roughly 50/50 oil and natural gas. Confident the distribution of $.60 a year will be maintained.
HOLD
Drilling for natural gas in India and offshore Bangladesh. This part of the world badly needs energy.
COMMENT
First class management and first-class projects. Ambatovy is coming on stream in December. 2 interesting partners including a South Korean and a Japanese. Looks interesting and it may be one he will be buying your
COMMENT
If you have a 3-year view, he would treat it as a Hold or possibly a Buy. Have 2 main focuses. Nitrogen, which is necessary for corn crops and their worldwide retail/wholesale chain.