CorpRaider

I give my nieces series I bonds. I figure maybe inflaction goes bonkers and they make some $$ and I believe they can cash them in tax free for their (Ivy League) education expenses. hah.

NOV showed up as one of the top favorites among surveyed money managers in Barron's semi-annual survey.

Nice one! That's a first class problem you've got there.

haha! The remote training takes up 10% of my life. I can't cut the cord because the sports have me by the...well you know.

OXY. Looking for a copper play but FCX is persona non grata for me because I think the acquisition to bail out the energy plays was an abuse of the corporate funds borderline breach fiduciary duty.

I watched the comic strip. Am I the only one who interpreted the summary/value pitch for CNA as, "it sucks but we're working to slowly make it suck less over time"? I was also slightly underwhelmed with the several bullet points touting "happy customers".

Gotta' admit the graphic novel stuff makes me less likely to buy.

Should be entertaining. I am not a fan.

Noob here: I've been thinking of focusing in on the transport/pipeline companies. The thesis is that their position becomes stronger over time as more energy and industrial production switches to gas and after the price rises enough to ramp up production and we got to an equilibrium. I am unaware of the ability to switch modes of transport as easliy as can apparently be done with oil. Looking at like KMI and some regulated nat gas cos. E.g. PNY. I've also been thinking about buying some SD on the next market correction and maybe some CHK, but I keep coming around to the idea Txlaw expressed earlier in the thread of focusing on the strong hands that are buying assets that CHK and SD and some of the other distressed hands have been forced to sell at what is likely the bottom. Does that lead me to CVX? Seems like they got the lion's share of the CHK assets...

I would buy that book. Seems like an interesting character who may have been the smartest of all, to recognize Warren and Charlie that early. I'm reading Damn Right now for the first time. It is a fascinating story buy wow could it have been more coherently organized.