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  • NYT: Petrobras hobbled by scandal and stagnation [View news story]
    government intervention and bribes are not exactly a news. it has always gone this way there. the price sometimes is up, sometimes is down. right now it seems a lot down to me. of course it pays to be prudent but this is a oil player with *big* reserves.
    Apr 16 05:14 PM | Likes Like |Link to Comment
  • Putin warns of Ukraine gas cutoff, deliveries to Europe at risk [View news story]
    Well, while Europe's politicians spend their times in cafes and restaurants (with friends, and friends of friends), normal people is taxed at 55% (in order to pay the restaurant bill, as well as F35s and other toys; and then social security for everybody, including illegal immigrates) and often need to have 2 jobs just to feed the family and pay the mortgage.
    Add to this a nice "Value Added Tax" 20-22% to all product you purchase, and then thank God you are in the United States, and not here in Europe :(.
    Of course your politicians are hardly working to keep pace with ours, so don't be too happy...
    Well I tried to be ironic, but this is quite sad.
    Apr 10 05:28 PM | 1 Like Like |Link to Comment
  • Tesla must stop selling cars without a dealer, New Jersey agency rules [View news story]
    Why this? Is USA still libertarian?
    Mar 11 05:46 PM | Likes Like |Link to Comment
  • China reportedly rejects more U.S. corn due to GMO [View news story]
    it's not complicated: they want to be prepared to sell us that crap but they don't want to eat it.
    Jan 7 04:50 PM | 1 Like Like |Link to Comment
  • Western Asset above book value - short target? [View news story]
    WMC is extremely shorted, I see shorts rushing to the exit to avoid paying the 2.35 dividend...
    Dec 20 04:19 PM | 2 Likes Like |Link to Comment
  • Dominion Resources Black Warrior Trust: Pays A High Dividend Like A REIT, Yet More Like A Stock [View article]
    this was incorrect information that I must correct.
    The Trust does not have a specific end date. There are, however, some events that could cause the Trust to terminate:
    - At such time as the ratio of the cash amounts received by the Trust attributable to the Royalty Interests in any calendar quarter to administrative costs of the Trust for such calendar quarter is less than 1.2 to 1.0 for two consecutive calendar quarters,
    - If the net present value (discounted at 10 percent) of estimated future net revenues from proved reserves attributable to the Royalty Interests is equal to or less than $5 million
    - vote of 66% of holders
    - sale of properties
    Nov 25 03:43 PM | Likes Like |Link to Comment
  • The Model S knocks it out of the park in satisfaction survey [View news story]
    but if it will cost like a Hyundai, they will get 100% conversion :)
    Nov 21 06:40 PM | Likes Like |Link to Comment
  • Are ECA Marcellus Trust Holders About To Get WHXed? [View article]
    WHX is about to be terminated and it is still $5 (and it touched $9 in April!).
    ECT SDT and SDR... were overvalued in the past... but now....
    When the stops avalanche will terminate this will be bargain.
    Nov 15 06:25 PM | Likes Like |Link to Comment
  • Kocherlakota: To taper now makes no sense [View news story]
    yes, please do like us in Europe. No QE. QE is for losers. We put our interests in a strong and stable Euro. Young unemployment is 40%. Deflation is starting. People is asking for a "strong leader". Maybe with mustache.
    Nov 12 05:21 PM | 3 Likes Like |Link to Comment
  • Disney has 4B reasons to keep Star Wars: Episode 7 on schedule [View news story]
    Somebody should "kill" J.J. Abrams. He produced horrific crap with the Star Trek reboot (to cite only recent stuffs). Dumb main performers, no ideas, no thrill, and OK good graphics but everybody can do it, now. Chris Nolan is the one doing solid jobs, with strong characters, drama, suspense, intricate plots, and terrific visual details too (but this should be the icing on the cake, not the only thing in the cake).
    J.J. Abrams usually makes crap.
    Oct 31 08:52 PM | Likes Like |Link to Comment
  • Euroseas Makes Case For Containership Growth [View article]
    any update on this one? Shipping rates are finally rising, it seems.
    Oct 15 12:10 PM | Likes Like |Link to Comment
  • China snaps up North Sea crude in rare move [View news story]
    ...that's probably great for tankers (TNK) (VLCCF) (CPLP) etc...
    Sep 16 02:50 PM | Likes Like |Link to Comment
  • America Movil secures funding for KPN bid [View news story]
    2.4 euro is a steal, it was 10+ euro 2 years ago...
    Aug 21 04:19 PM | Likes Like |Link to Comment
  • Enel's 5.8% Yield May Be A Trap [View article]
    Frankly at this point it is so deeply down that it would be hard to go down further. The non-renewable business is almost 90% natural gas so it will benefit from import from US (of course this is long term). It has near-to-monopoly in Italy as in theory the energy market is free, actually most consumers were and will be with ENEL because there are few incentives to move. The competitors don't have a significant number of plants and you don't build new power plants in these times. Of course we'll have big improvements on the stock price only when there are some good macro-economic signals.
    As for politicians, the government is a stockholder: ENI, ENEL and Snam dividends contribute to politicians paychecks... I doubt they will kill the golden eggs goose.
    Aug 21 03:40 PM | 1 Like Like |Link to Comment
  • Mortgage REITs continue slide amid higher rates [View news story]
    some at -7%, and well below book value... sounds like capitulation to me.... I'm prudently adding.
    Aug 19 02:43 PM | 3 Likes Like |Link to Comment