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Anchorite  

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  • 10 Challenges Faced By The Global LNG Market [View article]
    "As countries such as China and India shift away from coal, LNG will be the go-to fuel to help fill this supply gap"

    There is no way China or India will replace $10/ton coal with $10 (or $15) LNG. Tripling their energy costs will not happen in the foreseeable future regardless of what the West may think of co2 emissions. Cleaning up emissions with scrubbers etc. sure but replacement with high cost LNG no way.
    Aug 29, 2015. 12:30 PM | Likes Like |Link to Comment
  • On IBM's Pension Liabilities [View article]
    And since IBM has ended the plan as people die the liabilities decrease. So the combination of ever decreasing pension head-count combined with ever increasing interest rates should minimize the problem over time.
    Aug 29, 2015. 09:47 AM | Likes Like |Link to Comment
  • On IBM's Pension Liabilities [View article]
    Zero exactly right on the money.
    I would add two points:
    1. IBM's GF risk is minimal since their clients tend to be gold-plated Fortune 500 type companies
    2. As interest rates rise as they certainly must over the next few years IBM's pension liabilities will decrease. The $100B pension liability is as bad as it is going to get.
    Aug 29, 2015. 09:40 AM | 2 Likes Like |Link to Comment
  • Natural Gas Falls To The Bottom Of The Range [View article]
    Ichan is smarter than that. He is arbitraging CHK with LNG If NG stays low LNG makes a fortune, if not it still does very well. CHK on the other hand will easily double if NG goes up.
    Aug 24, 2015. 07:57 PM | 1 Like Like |Link to Comment
  • Intel Inside The iPad Pro? [View article]
    synergistic, ahh yes Porsche flat six and Apple-with-unix - some sort of symmetry there for us old guys.
    Long live the printing press too.
    Aug 23, 2015. 07:13 PM | Likes Like |Link to Comment
  • A Finnish Cautionary Tale [View article]
    One of the dumbest comments ever:
    "The moral of the story is this. If you are a small country, never, ever allow yourself to become the home of a large multinational."
    If they had not had Nokia the last 30 years where do you think they would be?
    Better or worse off?
    Worse by far.
    Aug 18, 2015. 07:59 PM | Likes Like |Link to Comment
  • Samsung Adds To Micron Bulls' Worries [View article]
    SE well you know when those MU 2016 40 LEAPS are staring you in the face, you get kinda cranky.
    Aug 10, 2015. 06:50 PM | Likes Like |Link to Comment
  • Samsung Adds To Micron Bulls' Worries [View article]
    SE good points.
    Aug 10, 2015. 06:27 PM | 1 Like Like |Link to Comment
  • China Is Now Open For Console Makers [View article]
    The winner of course is AMD who will be selling all those millions of SoC's for the next 2-3 years at least.
    Aug 7, 2015. 08:19 PM | Likes Like |Link to Comment
  • Gilead's Stock Price, Harvoni Pricing, And The Threat Of Merck- A Physician's Perspective [View article]
    India has at least 25m cases of HCV so even at 900 each that,s 20B not small change by any measure. So China maybe 30M at 5,000? That's a mind boggling 150B.
    Also avg price this qtr was 22,000 and at that price there can be no argument about Harvoni's cost benefit. Soon everyone in the western world with HCV, and their relatives, will be petitioning their gov. for treatment and eventually they will get it.
    Aug 4, 2015. 06:17 PM | 1 Like Like |Link to Comment
  • Micron: I Told You To Wait, Now I'm Telling You To Wait Some More [View article]
    Sandy, thanks.
    Anchor
    Aug 3, 2015. 08:47 PM | Likes Like |Link to Comment
  • Oncolytics: An Unheralded Biotech With Promising Phase 2 Results [View article]
    ball, you are correct I should have said "randomized" Phase III. Thanks for the correction.
    Anchor
    Jul 29, 2015. 06:15 PM | Likes Like |Link to Comment
  • Oncolytics: An Unheralded Biotech With Promising Phase 2 Results [View article]
    I could have said it better but my article is an investment analysis based upon the following: A biotech with Phase II trails behind it and Phase III trails started and with (any) FDA/EMA approvals is much closer to monetizing its products than a biotech who has none of those things. That's why, with its price right at a 5 year low, I think it is a good risk/reward situation although it could certainly still fail the next test.
    Jul 29, 2015. 11:05 AM | 1 Like Like |Link to Comment
  • Oncolytics: An Unheralded Biotech With Promising Phase 2 Results [View article]
    john, thanks.
    Anchor
    Jul 29, 2015. 10:57 AM | Likes Like |Link to Comment
  • Oncolytics: An Unheralded Biotech With Promising Phase 2 Results [View article]
    ale, thanks.
    Anchpr
    Jul 29, 2015. 10:57 AM | Likes Like |Link to Comment
COMMENTS STATS
400 Comments
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