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Bruce Vanderveen  

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  • Why Oil And Energy Stocks Are Set For A Massive Fall [View article]
    Most oil companies already trade well off 52 week highs. Oil is nowhere near the peak of 2008. Can it go lower? Of course, but I think the downside is limited. It costs so much more to pump oil now, production will crater if prices drop too much - tightening supplies will goose prices right back up.

    And, of course, we always run the risk of money printing. The ECB is already contemplating all out printing as a way to inflate away euro debt. I just feel safer owning "real" , not paper assets. Certainly so in the long term.
    Nov 11, 2011. 01:20 PM | 5 Likes Like |Link to Comment
  • 7 Canadian Energy Investments For The Income Investor [View article]
    Thanks for a great overview of Canadian oil/gas income companies! This is one of my favorite sectors.
    Oct 31, 2011. 09:32 AM | 6 Likes Like |Link to Comment
  • Saudi Arabia Posts Major Oil Production Decline: Back on the Roller Coaster [View article]
    Thanks for your detailed comments
    Oct 20, 2011. 05:30 PM | Likes Like |Link to Comment
  • Inverse ETFs: Protection in Falling Markets [View article]
    Probably the "tracking error" Even though SH (and SDS) have relatively low tracking errors, prices do degrade over time. SH and SDS do what they are supposed to - but you cannot "buy and forget" them. I feel reasonably safe holding SH as a hedge against down markets over a period of several months - but no more. Consider selling them on days the market jumps. Inverse ETFs are short term protection only.

    If you want a conservative investment to (mostly) "buy and forget" look an utility ETF such as XLU. I think ETFs such as XLU are a much safer investment than bonds which are paper only assets.
    Oct 3, 2011. 11:10 AM | 2 Likes Like |Link to Comment
  • Why Shorting U.S. Treasury Bonds Is A Safe Investment [View article]
    Kinda like: Yes, the fed's 18-wheeler is bigger than your smart car. But... if a couple trillion smart cars hit it at once the 18-wheeler - with a dozens of smart cars tangled in it axles - is sure to lose.
    Sep 17, 2011. 09:20 AM | Likes Like |Link to Comment
  • Deflation Is Here [View article]
    Well, that's the deflation. Most people don't have "all that money in the bank" so they aren't buying more.
    Sep 12, 2011. 07:10 AM | 2 Likes Like |Link to Comment
  • 6 Top-Yielding, Profitable Natural Gas Utilities [View article]
    First table: some columns have erroneous figures
    Aug 24, 2011. 08:53 AM | Likes Like |Link to Comment
  • Investing In Small- And Mid-Cap North American Oil Producers [View article]
    I don't see that happening. The oil is there but it will be expensive to get out. If the price drops too much companies simply will leave it in the ground. I'm not an expert but that is my opinion. I see a future where oil is always available but . . . at a price.
    Aug 23, 2011. 04:39 PM | Likes Like |Link to Comment
  • Superyield on Sale: 7 High Yielders From a Stock Screen on Steroids [View article]
    Pasted from Market Currents:

    Tuesday [Aug 9] 1:55 PM Real estate trust Getty Realty (GTY) is down 19.8% after announcing it hasn't been paid rent by its largest tenant, Getty Petroleum Marketing, due to the latter's "distressed financial position, weakness in operating margins, and cash flow deficiencies." Judging by the market's response, it doesn't expect this problem to be resolved quickly.
    Aug 11, 2011. 04:20 PM | 3 Likes Like |Link to Comment
  • The Economic Shell Game [View article]
    Thanks Michael for summarizing our current dilemma so well.
    Jun 30, 2011. 10:27 AM | 2 Likes Like |Link to Comment
  • 7 High Yielding Stocks to Defend Against a Market Downturn [View article]
    It might be interesting to watch insider activity to see which direction CIM may move going forward.

    There apparently were no insider sells prior to the drop.
    Jun 9, 2011. 12:17 PM | Likes Like |Link to Comment
  • Is Inflation Already Peaking? [View article]
    It all rides on QE: QE breeds worldwide inflation, no QE breeds deflation. Since it now looks like QE2 ending -- no QE3 in sight -- deflationary trends are resurgent. Of course, any hint of QE3 will reverse that quickly.
    May 19, 2011. 11:06 AM | 2 Likes Like |Link to Comment
  • Meet Some of Europe's 'Radicals' [View article]
    How long can the game go on? Probably quite a while, then big problems!
    May 10, 2011. 04:01 PM | 2 Likes Like |Link to Comment
  • Arbitrage Opportunity in West Texas Intermediate [View article]
    "WTI is the price set at the Cushing, Ok. terminal facility. Pipelines from all over converge at that point, and the oil is stored until needed. At this point in time, the flow is pretty much one way, with lines coming in, and few, or none going out"

    Why is outflow from Cushing so restricted? The facility has been around for awhile so infrastructure must exist to pipe to refineries. If prices are high (compared to a month or so back) one would think refineries would be eager to tap Cushing, refine and sell into the high gas prices of the U.S. market -- even discounting to move maximum product as happens in surplus situations.
    Apr 29, 2011. 12:39 PM | Likes Like |Link to Comment
  • The scam behind the rise in oil, food prices  [View instapost]
    Normally excess supply leads to price discounting. So why isn't "packed to the gills" Cushing discounting its oil into the U.S. market -- driving prices down?

    What am I missing here?
    Apr 29, 2011. 08:51 AM | Likes Like |Link to Comment