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Update Chesapeake Energy

Update Chesapeake Energy

Update September 6. Today shares of Chesapeake Energy (CHK) climbed 3.03% to close at $6.80 in the first post-Labor-Day trading session. The shares finished 24.8% ahead in August. Part of this was thanks to the market. A weaker than expected report on the...
Cummins (CMI)

Cummins (CMI)

When on April 30 Cummins (CMI) announced that the first quarter would mark the low point in revenue for 2013, markets ignored the news and instead focused on the company’s big first quarter earnings miss. (You have to admit missing by 37 cents a share and reporting a...
Buy Yamana Gold (AUY)

Buy Yamana Gold (AUY)

Now that’s more like it. When I dropped Kinross Gold (KGC) from my long-term Jubak Picks 50 portfolio http://jubakpicks.com/jubak-picks-50/ on January 13 I said that what I wanted in a gold mining stock was a company with low production costs and rising production....

The long-range problem

Green shoots won’t fix the long-term problems with our economy. Yes, the economy is getting less worse, less quickly. And yes, there are signs that the economy is starting to stabilize. And, yes, if you’re really optimistic you can see a day in 2010 (or 2011) when...