The Finishing Touch

Tiger Woods is number one. Why? He is number one in hitting greens and number one in putting. In other words he is the best finisher....closer....

He is 167th in Driving accuracy and 38th in Driving distance.

The stock market is unchanged now for almost ten years for many companies.....year to date: Apple down 25%, Cisco -14%, Citigroup -21%, Intel -20%, Microsoft -21% and Verizon -19%. Like most investors sitting in these companies their managers are not very good closers...final stock selection is critical!

Today's headline news is declaring that Russia has peaked in oil production....last weekend the King of Saudi Arabia said all future oil discoveries will be capped for the next generation of it's citizens....is it any wonder that oil is at an all time high? Is it any surprise no body owns the winners? And is still largely under invested in the oil companies and their related businesses??

Nat gas remains way way undervalued and under appreciated....the next.. to move... much higher...Emerging markets China and India are selling for about the same PE as the USA...Emerging markets have two to five times more growth ahead of themselves than the USA..buy IFN, CAF, GCH, LFC, KF, IBN, CZZ.

BHP remains the cheapest largest cap stock on the planet. And the most miss understood.

Danny Boy seen here is watching the ice melt away...typically the 15th of April is average "ice out" date....not this year!