BP
48 posts
As the portfolio is full of powerful companies, there are always things happening which are eventful.
The portfolio holds companies which are strong financially and may benefit from the continued weakness in the equity markets.
Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks.
Derek Pilecki of Gator Capital Management shares his views on why Exxon and other large oil companies aren't the best investment if you are bullish on oil.
The benefits and drawbacks of offshore drilling have long been debated. But life after BP’s (NYSE: BP) Deepwater Horizon oil spill not only brings in an even more heated debate, it also introduces new troubles for domestic offshore drillers in the form of an offshore drilling ban (which ended in […]
*See important disclosures In the Flexible Value Covestor model, manager Walter Lu uses a deep value investing approach that focuses on arbitrage opportunities and special situations. In his latest investment report for the model, Lu says, In August, I believed that the market was overreacting to the bleak economic outlook […]
The October 2010 Manufacturing ISM Report On Business from the Institute for Supply Management was released today and it put PMI at 56.9 percent, an increase over September’s 54.4 percent reading. Since any reading above 50 indicates growth, this is good news. You can see the full report here. Investors […]