Carnival Cruise Lines (CCL): I’ve been hesitant on this purchase from the get-go, as it doesn’t fit within my bias toward higher inflation/oil prices eating into Carnival’s profits. I’m glad to see this week John Rogers of the Ariel Fund mention CCL as a bargain in this article.
Pfizer (PFE): Pfizer ends up on the winning side in the healthcare reform bill.
XTO Energy (XTO): Boone Pickens predicts $100 oil next year, adding XTO to his portfolio. We’re with you Boone!
DISH Network (DISH): The 10% drop in stock price Nov. 20th simply reflected the recently announced 2$ per share special dividend, payable to investors on Dec. 2nd. Nice to invest in stocks that generate cash.