Author: valueplays

SPR Inventory Coming Down

SPR Inventory Coming Down

“Davidson” submits: There was mention of not needing as much US Strategic Petroleum Reserve as Trump took office. Looks like the current administration is taking steps to draw down the SPR, now down ~13mil BBL since the EIA March 31, […]

Insider Buys

Insider Buys

“Davidson” submits: Andy Hall Blames “Fake News” For Misleading On Oil One of the tools I use is to track insider activity. The most important aspect of investing on which few focus is the quality of the management team. I […]

Follow Successful CEO’s

Follow Successful CEO’s

“Davidson’ submits: Patience: The Hard Part Of Value Investing The process of better investment research requires removing the silos between those who do ‘Top Down”, ‘Bottom Up’ and gross economic trends. Through the process of identifying the better CEOs, one […]

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“Davidson” On Housing

Davidson and I have what I think is our only quasi-disagreement when it comes the RE.  Rather than go through it again, please refer to this previous link. It is a brief discussion on the topic…… No Minsky Moment As […]

Oil Situation Update

Oil Situation Update

“Davidson” submits: The story continues to be promoted of OPEC over-production while the EIA global data show balance has been present since Feb 2016. The production rise coincides with a rise in US inventories as US brought Days Supply vs […]