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Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
May 2, 2019
Occidental Petroleum, Backed by Buffett’s Financial Firepower, Makes a Go At Anadarko Petroleum in an Affront to Chevron
Image Source: Occidental Petroleum Corp -- IR presentation. The bidding war over Anadarko Petroleum is heating up with Warren Buffett’s Berkshire Hathaway offering to invest $10.0 billion in a new 8% preferred issue from Occidental Petroleum, along with warrants to purchase up to 80 million shares of OXY at $62.50, if the energy company successfully acquires Anadarko. Occidental is bidding against Chevron because both firms want Anadarko’s Permian Basin acreage, but the leverage Occidental would take on the fund the deal would be extremely onerous in our view.
Apr 30, 2019
Top-Weighted Visa Leaps to Mid-$160s, More Earnings Reports
Image: Visa has been the top-weighted idea in the Best Ideas Newsletter for as long as we can remember. In December 2017, when we migrated to weighting ranges for ideas in the newsletter portfolio, the company's "weight" was 8.6%. The image above shows its performance relative to the S&P 500 since then. Source (pdf).
Apr 26, 2019
Dividend Increases/Decreases for the Week Ending April 26
Let's take a look at companies that raised/lowered their dividend this week.
Apr 25, 2019
Norfolk Southern Impresses But Sustained Dividend Growth is Doubtful
While Norfolk Southern posted a solid first quarter earnings report and continued to showcase real operational improvement, an onerous net debt load combined with the long-term decline of coal in America puts its dividend growth trajectory in doubt.
Apr 19, 2019
Dividend Increases/Decreases for the Week Ending April 19
Let's take a look at companies that raised/lowered their dividend this week.
Apr 14, 2019
Chevron Joins the Ranks of Exxon Mobil and Shell After Buying Anadarko
Image Source: Chevron Corporation – IR presentation. Chevron is buying Anadarko. Chevron will have to show that the projected operational synergies and related capital intensity reductions actually materialize through this acquisition, as execution risk is very material in the oil & gas world. We will be monitoring the industry as further consolidation is possible with interest rates remaining low for the time being and in light of oil prices moving sharply higher since January.
Mar 18, 2019
Why We're Staying Away from KLX Energy Services for Now
Image Source: KLX Energy ServicesKLX Energy Services posted tremendous top and bottom-line growth during fiscal 2018 and great margin expansion. That being said, KLX Energy Services was still free cash flow negative, and it carries a material net debt load. While an interesting company and one we will keep on our radar going forward, KLXE is a risky investment in a tough market that even the bigwigs are having trouble navigating. The risks are too great for us.
Mar 15, 2019
Dividend Increases/Decreases for the Week Ending March 15
Let's take a look at companies that raised/lowered their dividend this week.
Mar 8, 2019
Dividend Increases/Decreases for the Week Ending March 8
Let's take a look at companies that raised/lowered their dividend this week.
Mar 1, 2019
Dividend Increases/Decreases for the Week Ending March 1
Let's take a look at companies that raised/lowered their dividend this week.


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