2008 Q2 13-F Filings Speculative Edition: David Winters, Boone Pickens, Jim...
The Wintergreen Fund, managed by David Winters, was fairly steady judging from its 13F filing. My spreadsheet is a little off as it seems some of the CUSP IDs were changed from last quarter so...
View ArticlePortfolio Performance: -0.4% YTD through September 2008
Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO...
View ArticleQuick Take on Devon Energy (DVN)
I got a reader email asking about Devon Energy (DVN): > I have enjoyed your site and updates for sometime, I find them quite > educational. It has been a while since I had a chance to look @ your...
View ArticleThe Invaluable Follies of 2008
Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement. The investment turbulence of 2008 may have been a formative experience — one of those events that...
View ArticleBoone Pickens, David Winters & Jim Puplava Q4 2008 Holdings
Boone Pickens’ recent investment hiccups have been well-publicized. A few months back, Pickens appeared on CNBC and disclosed that he had moved BP Capital almost entirely to cash. As you can see in the...
View ArticleOil Majors Scraping For Barrels At the Bottom of The Ocean
Following up on the last post regarding peak oil and the demise of easy oil, today’s Wall Street Journal has several articles spotlighting the plight of oil majors: BP Taps Deep Water To Grow BP Sambas...
View ArticleGasland: Frac Drilling Comes Under Fire
HBO is running a new documentary on fracking (shorthand for hydraulic fracturing), a key technology in the current US natural gas boom. Readers can find more information on fracking here but in brief,...
View Article2 Energy Stock Alternatives To Chesapeake Energy
A few weeks back, I penned an article questioning Chesapeake Energy’s (CHK) management and their ability to deliver value for shareholders, despite amassing a wealth of assets. While these doubts do...
View ArticleBuying Devon Energy (DVN)
Just took advantage of this market drop to buy Devon Energy (DVN) at $56.75. Market action feels like stocks could drop further but I’m less concerned about timing than insuring I get these shares...
View Article5 Reasons Devon Energy Is A Better Buy Than Chesapeake
Chesapeake Energy (CHK) preferred stock is one of the largest positions in my portfolio and with the recent sell-off in energy names, I considered adding CHK common stock but instead chose to open a...
View Article
