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John Paulson’s 13F portfolio value increased marginally from $3.24B to $3.25B this quarter. Paulson & Company added SPDR Gold Trust ETF while reducing Pacira BioSciences and TIM S.A. They also dropped Shell plc and TotalEnergies SE. The top three positions are at 43% of...
Commodity prices have soared, and inflation has hit levels not seen since the early 1980s. Due to long-term supply/demand dynamics in commodity markets, we may have to get used to high prices in the years to come. Resource equities trade at deeply discounted levels and offer inves...
An increasingly negative macroeconomic environment created a situation where generating positive stock market returns became significantly more difficult. Brazilian majority state-owned oil and gas company Petrobras seems to have defied all odds proving as a strong hedge against the u...
There is no physical oil shortage, only supply disruptions and market manipulation by OPEC+. Oil will see "panic pumping" coming to multiple nations soon, for fear of stranded assets, driving oil back to $60-80/b in the next year or two. Refining is a different story as there were...
Jane's retirement accounts generated a total of $2,205.33 of dividend income for April 2022 vs. $2,213.20 of dividend income for April 2021. Jane's Traditional IRA had a balance of $431.8K as of April 30, 2022, vs. $408.8K on April 30, 2021. The estimated annualized dividend yield is ...
The war in Ukraine continues to dominate market movements. I have started exiting one of my apartment REITs and predominantly focus on adding dividend income via select purchases. The combination of soaring inflation and geopolitical uncertainty has rattled markets and following t...
Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...
The following slide deck was published by BP p.l.c. in conjunction with their 2022 Q1 earnings call. For further details see: BP p.l.c. 2022 Q1 - Results - Earnings Call Presentation
BP p.l.c. (BP) Q1 2022 Earnings Conference Call May 03, 2022, 04:00 AM ET Company Participants Craig Marshall - Senior Vice President and Head of Investor Relations Bernard Looney - Chief Executive Officer Murray Auchincloss - Chief Financial Officer Conference Call Participants Christyan Mal...
Kahn Brothers’ 13F portfolio value increased from $741M to $788M this quarter. Citigroup, ViewRay, and VOXX International were increased during the quarter. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 13F holdings. ...
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