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  • Bouncing Bomb [View article]
    Violet le Duc was a 19th century (male) French architect not a writer. I hope the rest of what you have to say is better sources
    Oct 13, 2015. 03:13 PM | Likes Like |Link to Comment
  • Is Schlumberger Nearing An Exit Point? [View article]
    you mean obviously not I hope obliviously
    Oct 13, 2015. 11:57 AM | Likes Like |Link to Comment
  • Chicago Bridge & Iron - Slower Growth, Better Results? [View article]
    we exited CBI after it went for a takeover of a firm we had owned. By the way, the articles cited above all fail to mention that despite its red-white-and-blue corporate name, Chicago Bridge & Iron is Dutch incorporated.
    Oct 11, 2015. 11:56 AM | 1 Like Like |Link to Comment
  • Can Posco Make The Transition From A Growth Model To A Mature Model? [View article]
    nice piece but the discounted cash flow table cannot be read if you magnify it, probably an error by seekingalpha rather than the author. A point of order. Nobody calls it Pohang Steel Co. any more as the company formally and legally changed its name to swinging Posco. And I also think Warren Buffett himself (as well as Charlie Munger) owns the shares. So do we.
    Oct 1, 2015. 03:55 PM | Likes Like |Link to Comment
  • American Express: Management Has To Go [View article]
    we already did this once before at
    American Express when it got rid of
    Three Sticks. It is in a different part
    of the business than Visa and MC
    Sep 4, 2015. 02:56 PM | 2 Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    boston georgia? what is that?
    Jul 29, 2015. 09:09 AM | Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    And we shouldn’t weakness of the company we shouldn’t use big volt to define the result.
    your transcript makes no sense
    Jul 29, 2015. 09:08 AM | Likes Like |Link to Comment
  • Mazor Robotics' (MZOR) CEO Ori Hadomi On Q2 2015 Results - Earnings Call Transcript [View article]
    Boston, Georgia? your transcript is poor
    Jul 29, 2015. 09:03 AM | Likes Like |Link to Comment
  • Vale Benefits From Brazilian Currency Depreciation [View article]
    dear Dostoievsky
    Vale has dollar-denominated debt which you left out of your calculation. that is how your namesake wound up losing all his money on the gambling tables, not looking at ALL the factors
    Jul 27, 2015. 03:45 PM | 1 Like Like |Link to Comment
  • Is This The World's #1 Pairs Trade? [View article]
    Mr. DeMuth is repeating a pairs trade undertaken last year by the managers of Africa Opportunity Fund, the London-listed dollar-denominated closed end Fund which I recommended in seekingalpha. While it sounds like a slam dunk, they managed to lose money on the pairs, I am not sure how.
    Jun 23, 2015. 03:03 PM | Likes Like |Link to Comment
  • Schlumberger: Can CEO's Meeting With Putin Salvage Eurasia Deal? [View article]
    The company is headed by a Norwegian and incorporated in The Netherlands. Its major shareholders are descendents of the French bothers who founded Schlumberger in the 1920s, mostly French. So to assume that there is any way that SLB will become the victim of Russian reprisals against US 'boots on the ground' in eastern Europe would be attacking the wrong country. The commercial plane that was shot down over Ukraine by Russian missiles was a KLM plane en route to the Far East so the Dutch have their own skin in the game already. Paal Kibsgaard as the CEO of a Dutch firm would not be licking Putin's shoes in any case.
    As for shorting SLB, I would warn against this. The current oil price will keep smaller rival oil search technology firms from continuing to operate profitably, including Eurasia and its prime customer, Lukoil, but also plenty of other more capitalistic Western companies in the oil patch.
    Jun 22, 2015. 05:18 PM | 3 Likes Like |Link to Comment
  • Pakistan Carries Lots Of Risk, But May Also Offer High Reward [View article]
    a year ago when Modi invited his Pakistani counterpart to his inauguration I went on a search for a Pakistan ETF. Helped by a college classmate who was a US stockbroker and had lived in Lahore for years before her Pakistani husband died, I wound up in a Deutsche Bank MSCI Pakistan index fund traded in... Hong Kong. Now the US equivalent has launched at last.
    While obviously generalizations about any country's readiness for capitalist development are likely to be wrong, there is plenty of evidence, apart from my Lahore classmate, of entrepreneurship on the ground. The country is ruled by an oligarchy of landowners with military links, not a pretty picture, and many elements of the Islamabed ruling group are close to the Muslim extremists attacking India and running things in Afghanistan.
    Yet in the midst of this mess, there are shoots of capitalism, starting with the garment industry which operates both on behalf of western companies and, in a few cases, mass-producing lovely non-traditional women's fashion items. Because of Islamic food rules, Pakistan also makes basics for Muslims like cooking oil guaranteed not to contain banned lard.
    It moreover has an old trade entrepot in Karachi. I am not ready to write Pakistan off as too socialist (it is not socialist at all, more like feudal in my opinion) or too fundamentalist as one writer suggested earlier.
    As for being punctual, that is not always the fault of the person who is late given the state of the roads.
    I am going to look into converting my Hong Kong DBMSCI shares into US ETF ones. Thanks
    Jun 19, 2015. 10:05 AM | Likes Like |Link to Comment
  • Will Russia Nix Schlumberger's 'Sweetheart Deal' For Eurasia Drilling? [View article]
    sure it has less exposure to North America, but Borshe moi, it also has a lot more exposure to Russia. You cannot compare global operator metrics to those for a company doing business in Russia and the Caspian offshore.
    May 27, 2015. 05:43 PM | 4 Likes Like |Link to Comment
  • Investing In The French Socialist Paradise [View article]
    the ticker symbol for Sanofi is SNY not SNF.
    Bien a vous
    May 20, 2015. 05:59 PM | 1 Like Like |Link to Comment
  • Tencent: The Well-Rounded Technology Giant [View article]
    a fine job. there is an African way to buy into Tencent which is how we got there. Something like 32% of Tencent is owned by Naspers, a media group from South Africa.
    May 20, 2015. 05:50 PM | Likes Like |Link to Comment