Articles Written by:    DAVY BUI     

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Enlightened-American Portfolio: Up 33.5% YTD with Cash Hoard Growing

All the major indices, except for the Dow Jones Industrial Average, booked losses ranging from 3% - 9% for the month of October. Our portfolio lost half a percentage point, despite the volatility in energy stocks. Much of the steady performance was ...

From DAVY BUI, Seeking Alpha,  4 Nov 2009
Related Topics: Intel,  Dow Jones,  Yamana Gold, Inc.,  NASDAQ

Looking for Out-of-Favor Stocks

One of the perks of being a certified Seeking Alpha contributor is access to various research tools like Zacks.com. Zacks is an investment research service primarily oriented toward momentum and growth investing so their recommended stocks tend to be ...

From DAVY BUI, Seeking Alpha,  10 Sep 2009
Related Topics: Morningstar, Inc.,  Western Refining, Inc.,  Frontier Oil,  CEC Entertainment, Inc.

Seeking Highly-Rated Cheap Stocks

In a recent post, I posited that markets did not look cheap from either a valuation basis nor an economic outlook standpoint. However, that does not mean I stop looking for investment opportunities, only that the search may not be as fruitful as I ...

From DAVY BUI, Seeking Alpha,  4 Aug 2009
Related Topics: Mirant Corp,  Standard Poor's,  Coventry Health Care, Inc.,  Royal Caribbean Cruises Ltd.,  Yahoo!

Can These Consumer Stocks Thrive?

Following on my recent post that revealed the rise in American consumption predicated in large part on ever-rising healthcare costs, I decided to question my own view that US consumers would drastically retrench. Contrarian thinking is key to making ...

From DAVY BUI, ETF Investor,  16 Jul 2009
Related Topics: Morningstar, Inc.,  Unilever PLC

Google vs. Microsoft: A Value Perspective

As part of our weekly podcast, my colleagues -- myself, CGI co-founder and former Motley Fool analyst, Tom Jacobs, CGI Growth & Value Focus portfolio manager Jason Fitnich and former author of the Circle of Competence blog, Jeff Annello -- discussed ...

From DAVY BUI, ETF Investor,  16 Jul 2009
Related Topics: Google Inc.,  Microsoft Corporation,  Warren Buffett,  Charlie Munger

Eye-Catching Portfolio Moves by Klarman, Witmer and Einhorn

Klarman didn’t open any new big-money positions but he did add substantially to CapitalSource (CSE) and Theravance (THRX). Interesting to note that he moved up the capital structure with convertible debt on both those stocks in addition to adding more ...

From DAVY BUI, Seeking Alpha,  17 Feb 2009
Related Topics: WellPoint, Inc,  UnitedHealth Group

Freeport McMoran: Latest Update Is Reassuring

Readers can dig into all the gory numbers from the company's press release, so here's a brief summary of key items: Freeport McMoran (FCX) managed to generate $201M in operating cash flow (OCF) on realized metals prices of $1.55 copper, $818 gold and $2 ...

From DAVY BUI, ETF Investor,  30 Jan 2009
Related Topics: Phelps Dodge

Buffett Is Not a Leader, Just a Great Investor

I recently finished reading the new Buffett biographay, Snowball. I'm not going to write a proper review of it as I didn't enjoy the book much and am not sure if my views on it would be helpful for those who are considering the book. Perhaps it was my ...

From DAVY BUI, Seeking Alpha,  29 Jan 2009
Related Topics: Alice Schroeder,  Warren Buffett

Will Chesapeake Outperform the United States Oil Fund ETF?

Hey Davy, I enjoy reading your material. I am interested in putting some money into oil, specifically USO. I see you that you really like CHK. Do you see CHK outperforming an oil ETF like USO in the future 1-2 years? Thanks for reading, Fletcher. I ...

From DAVY BUI, ETF Investor,  23 Dec 2008
Related Topics: MCF Corp.,  Warren Buffett,  BP p.l.c.

Berkowitz, Rodriguez and Pabrai: Examining Q3 Filings

Berkowitz’s two largest new positions were big stakes in Boeing (BA) and Northrop Grumman (NOC), the win-win US tanker contract trade, if you will.  I have both on my watchlist and keep in mind that Berkowitz bought in around $60 on the two stocks; both ...

From DAVY BUI, ETF Investor,  19 Nov 2008
Related Topics: Wells Fargo,  Boeing,  Pfizer Inc.,  UnitedHealth Group,  Canadian Natural Resources Limited

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