Musings on Petrobras, Economic Recovery (PBR)
There’s little to do when one is wrong but admit, find a lesson, and move on. In that spirit, my decision to trim the majority of the Petrobras (PBR) position in the Secular Trends Portfolio was ill-timed, to say the least. I was concerned about several straight weeks of rising crude inventories, and I didn’t [...]
More on this topic
(What's this?)
Protecting Stock Profits: Here’s the Breakdown of the Ultimate “Safety Net” Trade
(Investment U, 2/17/10)
Peak Oil and Petrobras
(Investment U, 9/21/09)
PBR Could Raise $40B to $60B in Share Offering
(Shocked Investor, 3/15/10)
-
-
-
Investopedia Commentary- Setting The Medical Records Straight (MDRX, CERN, MRGE, QSII, MDAS, GE, POOL, BC)
- Big Dividends In Utilities (PGN, POM, AEE, NI, DUK, FE, CNP, ED, SO, TE)
- Costco's Loyal Shareholder Base (COST, TGT, WMT, BJ, BBY)
- 4 Oil & Gas Companies With Momentum And Great Dividends (PWE, KGS, GEL, NGLS)
- Don't Forget The Discounters (WMT, TGT, DLTR)
About
Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
Subscribe to feed
Search
Secular Trends Holdings
- Secular Trends Portfolio Real-Time Positions
- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
- Performance Studies on the DJIA & Fundamental Value Stocks (11/22/08)
- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
Older Posts That Folks Seem to Like
This work is licensed under a Creative Commons Attribution-Noncommercial-No Derivative Works 2.0 Generic License.