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Lior Cohen

 
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  • The FOMC Ends QE3 - GLD Resumes Its Descent [View article]
    It was corrected to thrive.
    Oct 30 09:31 AM | Likes Like |Link to Comment
  • A Preview To Newmont's Earnings Report [View article]
    I don't know where you pulled the number $990 - the numbers I presented are all taken from the company's FR http://bit.ly/1q0ejiY

    pg 8.
    Oct 29 07:35 PM | Likes Like |Link to Comment
  • Is Freeport-McMoRan On Its Road To Recovery? [View article]
    The company sold its stake in Eagle Ford (as stated above); it also considered selling its California oil assets for $5 billion,
    http://reut.rs/1wD8bC4
    Oct 29 10:52 AM | 1 Like Like |Link to Comment
  • Is SLV A Better Buying Opportunity Over GLD? [View article]
    As of Oct 27th, the trust seems to hold 10,681 tonnes of silver http://bit.ly/1C5AStV
    Oct 28 02:15 PM | Likes Like |Link to Comment
  • Is SLV A Better Buying Opportunity Over GLD? [View article]
    My guess, it was more a matter of calming the markets after U.S. equities took a beating in recent weeks. But I think a potential flip flip, while possible, isn't likely. For the FOMC a loss in the vote of confidence of the markets could outweigh the benefits of keeping an open end QE3 program. If the economy does worsen, the FOMC could restart QE4 or just reboot QE3.
    Oct 27 10:05 PM | Likes Like |Link to Comment
  • Valero Energy Could Impress Its Investors [View article]
    Here it is from VLO's FR
    "Our refining segment benefits from processing sour crude oils (such as Mars and Maya crude oil) and light sweet crude oils (such as West Texas Intermediate and Louisiana Light Sweet crude oil) due to the favorable discounts between the prices of these types of crude oil and the price of Brent crude oil. Because the market for refined products generally tracks the price of Brent crude oil, which is a benchmark sweet crude oil, we benefit when we process crude oils that are priced at a discount to Brent crude oil. The discounts in the prices of certain light sweet crude oils and sour crude oils compared to the price of Brent crude oil in the second quarter of 2014 widened compared to the second quarter of 2013, which positively impacted our refining margins. "
    http://bit.ly/1ruMezR
    Oct 26 01:31 PM | 1 Like Like |Link to Comment
  • The Fed Could Bring The SPDR Gold Trust ETF Back Up [View article]
    6228371,
    I also follow platinum and there were times in recent years when the price of gold was above platinum. I wouldn't put to much weight on platinum as an indicator for economic progress anymore than other metals such as silver, copper, etc. Regarding ratios - the current high level of gold/silver is high but I don't think is an indicator of economic - back before 2007 this ratio picked up to above 70 (e.g. 2003, most of the 90's).
    Oct 23 04:30 PM | Likes Like |Link to Comment
  • Will The Recovery Of SLV Come To A Halt? [View article]
    Thanks Spamwich. Time will tell if silver will reach that low levels.
    Oct 20 12:24 PM | Likes Like |Link to Comment
  • Will The Recovery Of SLV Come To A Halt? [View article]
    Thanks gelstretch,
    I agree. The role of USD will lead the way for silver over the short term.
    Oct 20 12:23 PM | Likes Like |Link to Comment
  • Is The SPDR Gold Trust ETF On The Road To Recovery? [View article]
    Thanks Gold Dog.
    Oct 19 09:06 PM | Likes Like |Link to Comment
  • Is The SPDR Gold Trust ETF On The Road To Recovery? [View article]
    The concerns over global outlook could well be only a sign for even "the worse is yet to come" but for now it doesn't seem to warrant more than a short term correction. The FOMC voiced in the past its concern over the rally of U.S. equities so this isn't new only its concern over a stronger U.S. dollar.
    Regarding the rate, it's priced in so that's why I don't think GLD will tumble again only slowly come down as we are getting closer to the timing of the rate hike.
    Oct 17 09:46 AM | Likes Like |Link to Comment
  • What Should Royal Gold Investors Expect From Its Upcoming Earnings Results? [View article]
    It's definitely a strong company with a solid business plan, but you should also consider that some of its deals may have been over priced as gold fell since its high levels in 2011-2013. So some of its deals may not yield a positive ROI.
    Oct 15 10:30 PM | Likes Like |Link to Comment
  • How Low Can UNG Go? [View article]
    As stated above, it's from the EIA see link below pg 2 http://1.usa.gov/18ABDMX
    " About half of all U.S. households heat with natural gas, and the average household
    may expect a 5% decrease in winter natural gas expenditures. EIA projects a 10% decline in residential natural gas consumption this year as temperatures are expected to return to closer‐to‐normal levels. "
    Oct 13 09:12 PM | Likes Like |Link to Comment
  • Is It Time To Stock Up On GLD? [View article]
    For those interested, I have recently added a new podcast referring to the changes in the labor market. You can check it out here:
    http://bit.ly/1rlWcmJ
    Oct 10 07:14 PM | Likes Like |Link to Comment
  • Will Silver Wheaton's Gold Operations Improve Its Bottom Line? [View article]
    My guess is that it was a chance for them to diversify their portfolio. Keep in mind, the last big deal SLW stuck was back in Feb 2013 for Salobo and Sudbury for their gold output. This was when the gold/silver ratio was only in the low 50s. And silver was very high relative to gold (compared to now) and thus more profitable. So the decision doesn't seem to stem from a possible gain in its profitability back then. Regarding the pricing of that gold deal, I will probably publish a simple valuation of the Salobo and Sudbury streaming contract, but I don't think it will show much higher gains then SLW's other projects.
    Oct 10 07:10 PM | 1 Like Like |Link to Comment
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