tag:blogger.com,1999:blog-6616959642391988608.post7228581271346044377..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Another V-signScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6616959642391988608.post-7492503510048623522010-05-24T19:14:46.668-07:002010-05-24T19:14:46.668-07:00he top 10 holdings and yields of the iShares SP Gl...he top 10 holdings and yields of the iShares SP Global Energy (IXC):<br /><br />Exxon 2.9<br />Chevron 3.9<br />BP 7.7<br />Tot-SA 6.5<br />Royal-Shell 6.4<br />Conoco 4.3<br />Schlumber.. 1.5<br />Royal-Shell-B 6.8<br />Occidental 2.0<br />ENI-Spa 7.0<br /><br />Those securities add up to 53% of the total. The weighted avg randyhttps://www.blogger.com/profile/16368254229927808998noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-54525879291076520532010-05-24T15:53:40.764-07:002010-05-24T15:53:40.764-07:00Benj,
This needs saying: If they DON'T plug i...Benj,<br /><br />This needs saying: If they DON'T plug it successfully, and it is AUGUST ot later before the relief well is completed before the leak is stopped, the stock will go A LOT lower, IMO. <br /><br />ALL integrated oils are down, some of it due to the gulf spill. If BP plugs the well, I think there will be a rally in all the integrated oil stocks. A lot safer play may be one of the Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-59021031338713232002010-05-24T15:36:57.106-07:002010-05-24T15:36:57.106-07:00Benj,
If they plug the hole, the stock goes up.
...Benj,<br /><br />If they plug the hole, the stock goes up. <br /><br />JMCO (just my cheap opinion)Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-23159182919475165852010-05-24T15:24:32.230-07:002010-05-24T15:24:32.230-07:00OT:
It is ugly time over at BP. Now yielding more...OT:<br /><br />It is ugly time over at BP. Now yielding more than 8 percent, and selling a commodity the cash-rich Chinese want.<br /><br />A hole blowing 10,000 barrels a day onto our shorline? Oh that?<br /><br />Maybe one more shoe will drop on BP. but getting close.....Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-74399923492922998222010-05-24T15:09:03.288-07:002010-05-24T15:09:03.288-07:00This is an example of how bad news rules the headl...This is an example of how bad news rules the headlines. Fox 'fair and balanced' News is reporting this afternoon on the headline banner of their website, "Dow Plunges 127 points to close at lowest level in more than three months". Now it is certainly true they are reporting a fact. However, the Dow is not the only index, and it is increasingly NOT the one used by most Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-39601233829021365152010-05-24T14:36:32.053-07:002010-05-24T14:36:32.053-07:00Scott,
It is always a V when you are loaning and ...Scott,<br /><br />It is always a V when you are loaning and spending trillions, even if you are just servicing......it becomes an ^ when the lending stops.....<br /><br />remember real estate?alstryhttps://www.blogger.com/profile/16025398896639165994noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-73025216814115143132010-05-24T13:17:38.432-07:002010-05-24T13:17:38.432-07:00John-
Right-o, right-o.
I expect mortgage rates ...John-<br /><br />Right-o, right-o.<br /><br />I expect mortgage rates to keep sagging, as capital seeks a home. There is a global glut of capital. <br /><br />If the wayward ratings agencies can get serious, and convince investors that RMBS are really, really AAA, we could see even cheaper housing money. <br /><br />I will say it again: We are entering a period in which investors who seek Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-15603951663018247372010-05-24T12:02:15.608-07:002010-05-24T12:02:15.608-07:00This number appears to be at its highest level sin...This number appears to be at its highest level since the end of the recession. While the markets are clearly expecting a slowdown in this year's second half, growth is not expected to end. There are two or three relatively new issues that could help the economy going forward:<br /><br />1) Gasoline prices could see a significant decline this summer during the peak demand season. Traveling Johnhttps://www.blogger.com/profile/11652253509768573561noreply@blogger.com