Comments on Jack Yetiv's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/jack-yetiv/articles http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-296852 296852 haven't heard much from jack lately. when he's up 15% on something > he's all ready to spout about it. now that pvx and pwe have fallen > 50% since he wrote this article 10 weeks ago he's run away and hid. > hey jack - how many more shares did you buy and how are you doing > on these canroys now? > > "But those technicians didn't tell us it was going to go to $147 > less than two months ago, so we can all admit that JACK YETIV'S analysis > of where oil is going to be next week or next month is almost useless]]> Mon, 03 Nov 2008 01:08:50 -0500

On Oct 31 12:47 AM ptr44 wrote:

> haven't heard much from jack lately. when he's up 15% on something
> he's all ready to spout about it. now that pvx and pwe have fallen
> 50% since he wrote this article 10 weeks ago he's run away and hid.
> hey jack - how many more shares did you buy and how are you doing
> on these canroys now?
>
> "But those technicians didn't tell us it was going to go to $147
> less than two months ago, so we can all admit that JACK YETIV'S analysis
> of where oil is going to be next week or next month is almost useless]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-294839 294839 Fri, 31 Oct 2008 00:47:35 -0400
"But those technicians didn't tell us it was going to go to $147 less than two months ago, so we can all admit that JACK YETIV'S analysis of where oil is going to be next week or next month is almost useless]]> http://seekingalpha.com/article/80423-which-solar-stocks-will-continue-to-shine?source=feed#comment-293653 293653 Wed, 29 Oct 2008 14:03:40 -0400 Thanks.]]> http://seekingalpha.com/article/73049-when-will-solar-achieve-grid-parity-we-re-already-there?source=feed#comment-293047 293047 Tue, 28 Oct 2008 21:56:27 -0400
www.solarnetwork.net/]]> http://seekingalpha.com/article/78408-penn-west-energy-trust-my-50-price-target?source=feed#comment-284943 284943 Fri, 17 Oct 2008 19:08:53 -0400 http://seekingalpha.com/article/67104-thornburg-s-a-huge-bargain-after-monday-s-crash?source=feed#comment-281488 281488 Mon, 13 Oct 2008 14:35:49 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-263924 263924 Wed, 24 Sep 2008 15:11:09 -0400
More and more deep Sea platforms, 100s of miles offshore, Pipelines? I don't think so. Single Hulled are outlawed after 2009. Most are under contract for years.

2 tidbits, Middle East news, Zawya.com, Breakeven for Iran is $90, Iraq $110. ]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-258520 258520 Thu, 18 Sep 2008 21:42:11 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-256629 256629 Wed, 17 Sep 2008 01:41:15 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-256611 256611 Wed, 17 Sep 2008 01:07:04 -0400 cheers]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-255975 255975 Tue, 16 Sep 2008 12:35:50 -0400
The market sentiment now is increasingly negative. And so it should be. We have been through a lengthy period of utter idiocy. People of all walks and areas have been ignorant and wilfully blind to the dangers that were mounting. Now they are suffering for their poor decisions. It is not easy or fun to watch but it is inevitable and cathartic and ultimately necessary to clean out the BS and set up for the next real demand driven expansion.

]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-253265 253265 Fri, 12 Sep 2008 23:33:20 -0400 thanks]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-253252 253252 Fri, 12 Sep 2008 23:06:04 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-253251 253251 Fri, 12 Sep 2008 23:00:53 -0400 Ikeone, Hope is for people who think we are not exceptionally dependant on current energy forms (I am totally for viable alt energy BTW).I think that demand destruction is (mostly) baloney anyway, or better yet early to the party, when a new and mass distribution viable energy source is ready then we'll talk demand destruction. It's just like when a company enters a space and starts stealing kool aid from the company who has the monopoly. Consumption rises inversely with prices. Unfortunately the truck or ship delivering cng or wind turbine parts or solar panels will probably run on diesel. A crap equity market is a real drag on the alt guys (who have no cash) it gives a head start to the incumbents.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-253055 253055 Fri, 12 Sep 2008 16:47:51 -0400
As far as Global commodity use is concerned, growth outside of the Developed West will continue upwards for no other reason than because of promises made to their people and fear of internal unrest unless those promises are kept.

So instead of reading what our Media considers Financial news, read the Singapore Times or Financial Times or even the News out of the Middle East, I don't remember the site offhand.

In spite of inflationary concerns, the Asian economies are still expected to grow their GDP on an average of 8%. Demand Destruction and Recessions in the Developed world will allow this to occur at a much lower rate of inflation than would have happened otherwise.

If my worst case scenario occurs, then it won't really matter what happens here. ]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-252964 252964 Fri, 12 Sep 2008 15:16:04 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-252327 252327 Fri, 12 Sep 2008 04:52:12 -0400
So I limited my comment to the overtly obvious.

I will look at ACI, I follow JRCC more closely and a thinly traded spinoff from IVN, Mongolian Coal mine, Pink Sheets, Railway already in place directly into China, fully permited and in production. Will not provide symbol. Am not in yet, you'll have to do your own research. TNK pure oil tanker play, SNEN building CNG gas stations in a city of 9 million with stats, if they are to be believed, will double its share price wihin 18 months.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-252261 252261 Fri, 12 Sep 2008 01:15:33 -0400
I had no idea about the nato troop buildup, no idea at all. I do know that the good ole us of a would profit greatly from a huge unwinding of ruskie markets and what do you know it has happened this week. Let me know where you want to post in the future. I am in arch coal at $38 let me know your opinion (as I seem to respect it). I am tempted to sell into the hurricane news as I am in the money. Then wait for a future entry point lower, like when it shoots out it's 52 week low. Is this viable?

Thanks, ]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-251709 251709 Thu, 11 Sep 2008 12:13:19 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-251204 251204 Thu, 11 Sep 2008 02:21:11 -0400
Add to the mix, news items in the past 14 days:
NATO is planning the mobilization of troops into the Baltic states. Venez & Russia hold War games in the Caribbean. Iran is testing its missile defense systems. US Warships off the coast of Georgia, ostensibly to deliver Med. Aid. Russian Troops dig in on the Georgian border.

And the Russian/Iranian Nuc. Reactor is scheduled to be activated as early as December. Russian News release which, IMHO, is probably false.

If, and I would use a Big IF, there is an attack, Oil prices would skyrocket. The close to home supplies from Canada and Mexico would receive a Major Boost, It would be like a Tsunami hitting the Gulf of Mexico. But until this happens, the story will continue to be about a Global Recession and both Oil and Alternatives will continue South unless Ike does some serious damage. Don't watch WTI, go with Brent instead which hit $99.

I am watching with particular interest Teekay and a spin off. The Spin off is a pure play on Oil tankers. I believe the symbol is TNK. So while the CanRoys are major beneficiaries of my worst case Scenario, I believe in diversification. Oil may have to travel via Tanker more so than ever before and the yield as the price drops is getting too delicious to ignore.

Svo, if this converation continues, how about moving it to a more current Alpha article?

]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-250297 250297 Wed, 10 Sep 2008 10:02:29 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-250268 250268 Wed, 10 Sep 2008 09:23:23 -0400 Probably to my disadvantage I'm staying away from the bovespa. This whole oil deal scares me a little. The tone of Lula saying "it's our oil" coupled with Iran extending the opec olive branch. Oil is too big a part of the goings on down there for me. ]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-250241 250241 Wed, 10 Sep 2008 09:07:24 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249976 249976 Wed, 10 Sep 2008 00:50:46 -0400 My guess would be that Leh goes the Good stock/bad stock route. Shoving its garbage into a Junk holding stock. But to do so they will have to add some value to it. My guess is further asset sales, like the
hedge group under its control.

You have to remember that they have the ability to tap the Treasury, if they are unable to do so, then they must really be in deep doo doo.

And, what happens to you, if you buy pre announcement and they declare Bankruptcy? I would hazard that Lehman is not in the category of "too big to fail". Sure would send a shiver through the rest of the Financial Sector though.

I am giving you worst case scenerios, this is a Bear Market. Anyone buying anything other than niche, new tech better be prepared to hold for the long haul.

Economies may decouple, stock markets walk in lockstep. Look for companies that have formed a base and have heavy insider buying or stock option grants which they retain.

There is one former High Flyer which has attracted my attention recently, Bove's LTS. Check it out.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249893 249893 Tue, 09 Sep 2008 21:51:39 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249886 249886 Tue, 09 Sep 2008 21:42:56 -0400 Bear in mind I've had a couple of oktoberfest beers when writing this post. So in the morning does a person A: don't touch banking stocks with a ten foot pole B: Buy Leh at any price because it is their bottom or C: buy a stock from the banking sector (like citi) on the dreadful news that pulls everyone down? La de da happy day.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249715 249715 Tue, 09 Sep 2008 16:28:54 -0400 Since I could not get a better dividend anywhere else even with the cut, I bought more.

That's why I'm looking for the Highest current payout. I know full well that a cut is potentially lurking. So what if a 20% yield drops to 10%, on a monhly basis, I will learn to live with it.]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249680 249680 Tue, 09 Sep 2008 15:36:12 -0400 http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249660 249660 Tue, 09 Sep 2008 15:25:38 -0400 Do you think canroys start cutting their divdends? Just for a little perspective I was looking at last years crude charts when $67/barrel was considered expensive. I guess I'm trying to wrap my head around the expectations to trade it. ]]> http://seekingalpha.com/article/90926-canroys-remain-attractive-as-oil-related-investments?source=feed#comment-249581 249581 Tue, 09 Sep 2008 13:58:44 -0400
Hedge Funds, in particular, are having Redemption/Liquidity problems. September is the month that investors can withdraw their funds and are doing so. How far down? I certainly don't know but do use charts to project downward as well us upward moves.

The problem I am experiencing is that Political involvement has stalled what should have been limited to the Housing Market and allowed it to spread to the rest of the Economy. That idiot Obama keeps harping about raising Taxes.

Keep your Powder dry for now, Pwe has a chance at $20, PVX for $8, PGH is buyable now around $16 and HTE when yield goes to 20%.

PVX is extremely stable because of its Pipe Line, GTL facility and 20 plus year Reserve. But it will experience the same Blood in the Streets treatment as all stocks regardless of PE or Yield when the Lemmings stampede.

Personally, I recommend Buy Stops way under the current Market value of any of them. There will be a Spike to the downside on one or all of them. You won't be able to get in fast enough to get in before others react to the Bargains. Others=hedge funds done with sales.

Highest yield is my motto.

You have to remember that Financial Institutions also include Hedge Funds, Mutual Funds, ETFs, Insurers, etc. all and sundry who hold Common Stocks as well as "tainted" investments.

The 87 meltdown occurred because Program Trades acted faster than and with greater volume than the Exchanges had ever experienced. Trades settled hours after the markets were officially closed.

The current problems is the Overlap of securities held by Mutual Funds, Hedge Funds and ETFs and related bretheren. Selling begets more selling. The ETFs are the worst culprits, each share represents a basket of similar shares. It doesn't matter to the ETF that low PE shares are lumped with high PE shares. Sell one, sell all.]]>