Buying Devon Energy (DVN)

Just took advantage of this market drop to buy Devon Energy (DVN) at $56.75. Market action feels like stocks could drop further but I’m less concerned about timing than insuring I get these shares selling too cheaply. Hopefully it does drop further so I can average down into a large position. I briefly laid out [...]

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2 Energy Stock Alternatives To Chesapeake Energy

A few weeks back, I penned an article questioning Chesapeake Energy’s (CHK) management and their ability to deliver value for shareholders, despite amassing a wealth of assets. While these doubts do not preclude me from holding my long position in CHK preferred D shares, I hesitate to add to my position, as CHK already comprises [...]

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The Invaluable Follies of 2008

Painful as it was, 2008 was an invaluable learning experience. That may be a gross understatement.  The investment turbulence of 2008 may have been a formative experience — one of those events that truly molds people and perspectives for a lifetime.  That I managed to only lose -15% vs. a 39% drop in the S&P [...]

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Oil Headed To $25? Time To Accumulate For The Long-Term

Before discussing the current CW on oil prices, I’d like to direct readers to a previous commentary I posted back in July 2007: Goldilocks’ Housing Porridge Still Too Cold Please keep in mind back then, 10-year interest rates were hovering around 5% and the prevailing theme of the financial media asserted the most likely outcome [...]

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Portfolio Performance: -13.6% YTD through Oct 2008

Click here to view the spreadsheet containing all disclosures for my complete equity portfolio, including initial entry points, YTD returns, total returns, etc. THE ENLIGHTENED-AMERICAN PORTFOLIO SPREADSHEET Enlightened-American Portfolio: -13.6% YTD (including dividends) DJIA: -29.7% Nasdaq: -35.1% S&P 500: -34.0% DJ WIlshire 5000: -34.1% Russell 2000 (smallcap): -29.8% Ten months through the year and all I [...]


Stock Research

Here is the research from the old website. Any updates can be found on the this blog and will not be reflected on these older web pages. ENLIGHTENED-AMERICAN PORTFOLIO PICKS Agnico-Eagle Mines – (AEM-US) – updated 10/28/2007 Chesapeake Energy – (CHK-US) – updated 11/18/2007 Devon Energy Research Report – (DVN-US) – updated 02/12/2008 Elements ETN [...]

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