John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: robert b furman who wrote (14039)	4/23/2013 8:34:58 PM
From: John Pitera	Read Replies (1) of 33421

Bob.....Nah, give me the future cash flow of a company that, has no debt and makes a product that will be in demand into the future and pays a dividend while retaining enough cash to fund acquisitions and maintain R&D such that its expertise acts as a moat to fend off competition and you should sleep well at night. it sounds like you have been looking at the Warren Buffet and Charlie Munger playbook. -vbg- really good comments........ it's amazing how highly correlated all the different asset classes became back in 2008. speaking of something that is marching to it's own drummer..... most commodities have been showing weakness the past few months....... but that little devil Natural Gas has been on a tear this past year....... after bottoming at $1.90 it's managed to work it's way back to the $4.50 level...... XOM and chesapeake energy cut way back on fracking to get the price higher........ after all no sense to be giving it away......... I was thinking about Waste Management that was implementing a conversion program on all 12,500 garbage trucks to NG burning engines....... and how annoyed they would be to make the capital investment and the have the cost savings disappear. I'm have not kept up with the status of the planned conversion. It like the markets like to shake everybody down...... John

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