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Greg Pinelli » Comments » BPT

  • The 'Reflation' Top Ten Portfolio [View article]
    Certainly more forward thinking than "tomorrow will be just like today only worse" deflationist crowd. Especially like the double short on treasuries...TBT..hard to imagine anyone is going to think their money is "safe" when inflation is back up to 7-8% and they're getting 1-2%.
    Gold coins are excellent..silver are not..cumbersome and except for junk carry 35%+++ premiums....
    Jan 07 09:44 am |Rating: 0 -2 |Link to Comment
  • Ideas for Investing in Crude Oil [View article]
    The major problem with Wulff is that he has a very expensive service..there's NOTHING he does that a few hours of concentrated due diligence and a careful weighing of one's own risk parameters can't accomplish...


    On Dec 30 07:17 AM QVM Group wrote:

    > Whisperonthewind:
    >
    > The list of securities in the article is not rerpesented as comprehensive.
    > It covers principally industry groups and a few individual securities
    > of particular interest to us for the purpose being discussed in the
    > article. We find the trusts we mentioned more attractive for the
    > purpose than the ones you mentioned.
    >
    > I could give you an even longer list of securities not included.
    >
    >
    > If the securities you name are of particular interest to you, this
    > is the place to present what you know about them and discuss them.

    >
    >
    > For comprehensive coverage of royalty trusts, you might read articles
    > by and visit the website of Kurt Wulf (McDep.com)
    Dec 30 22:08 pm |Rating: 0 -1 |Link to Comment
  • Ideas for Investing in Crude Oil [View article]
    I'd be especially careful about looking at coal to track oil up..coal inin for a political smack down with the Obama Administration..virtua... every Domestic appointment related toenergy and environment is on record as hating the stuff.....
    Steel production is also a ways from recovery..that's not positive for coal either..Oil sands are anethema to Canadian environmentalists because of water issues..use and pollution...

    My take..stick to demestic safe haven producers of oil and gas (which is typically regional anyway)...LGCY..LINE..... PWE and ERF (which is taking immediate steps to reduce distributions to preserve capital)..Good luck to all!
    Dec 30 22:05 pm |Rating: +1 0 |Link to Comment
  • $125 Oil Not Sustainable for the Time Being [View article]
    Brilliant article! You manage,in a mere few overstuffed, clumsy pages, to entirely misunderstand, oil, Canadian oil/gas trusts, and just about any other issue you touch on. My burning question is...does anyone at Alpha proofread this stuff? Or bother to vet its propagators? Or do they just look at these sappy pictures and figure..oh well???
    PWE, for instance, has been lashed weakly by perennial lightweight David Bui..even though..wink..wink..he... a PWE investor! It's Trust structure..as well as Linn Energies PTP (Publically traded partnership) structure allow then to pass thru what would otherwise be huge hoarded cash flows to investors. Bith have very strong sage haven resource bases..but why bother with a few facts when you can just throw some ill informed opinions around! Have a nice day.
    Jun 08 10:51 am |Rating: 0 0 |Link to Comment
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