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Lior Cohen  

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  • Chesapeake Energy Makes Another Prudent Move [View article]
    Funny... that's another way to look at it.
    Jul 24, 2015. 01:08 PM | Likes Like |Link to Comment
  • Has Chesapeake Energy Fallen Too Much? [View article]
    My guess is as good as yours. But for me, I still think oil prices could take another hit in the coming months, so I'm on the side lines on this one at least until the end of Q3 - I would be surprise to see CHK falling below $9 in the near term.
    Jul 18, 2015. 01:45 PM | 4 Likes Like |Link to Comment
  • Has Chesapeake Energy Fallen Too Much? [View article]
    I think you have inadvertently stumbled into an interesting question: Do the shorts tend to get it right more often than the bulls? It's no secret that short sellers are considered well informed and do their homework. And that heavily shorted companies, no surprise here, tend to under perform the market (http://bit.ly/1CMWejU) and even lightly shorted stocks (http://bit.ly/1CMWdg1).
    Also, according to one research short interest could have predictive qualities about the direction of a stock especially when analysts recommend on the opposite direction (http://bit.ly/1CMWdg3)
    This means that CHK could still rally, but for now the negative sentiment about the company is likely to keep pushing down the stock -- a sentiment I agree with. In the end even the shorts don't know where oil/ng prices will be in a couple of years from now -- it's a gamble.
    Jul 17, 2015. 06:19 PM | 9 Likes Like |Link to Comment
  • What To Expect From Deere [View article]
    Thanks, I will sure check his content.
    Jul 1, 2015. 08:13 PM | Likes Like |Link to Comment
  • Barrick Gold Will Have A Hard Time Divesting Assets [View article]
    all in sustaining cost -- a common metric in the PM industry of the cost of extracting metals that includes cash costs and other costs related to sustain production including capital, G&A etc. Here is the guidance about this metric by the Gold Council
    http://bit.ly/1LHqYpt
    Jul 1, 2015. 05:19 AM | Likes Like |Link to Comment
  • The Fed Provided A Short-Term Boost To SLV [View article]
    Thanks for your kind words
    Lior
    Jun 25, 2015. 01:24 AM | Likes Like |Link to Comment
  • Does UNG Have A Silver Lining? [View article]
    Thank you for your kind words
    Jun 19, 2015. 06:52 PM | Likes Like |Link to Comment
  • Does UNG Have A Silver Lining? [View article]
    Thank you
    Jun 19, 2015. 06:52 PM | Likes Like |Link to Comment
  • The Fed Provided A Short-Term Boost To SLV [View article]
    Thanks for your comment. The USD is up for the year against the Euro, Yen, AUD, and CAD. And LT treasury yields are up this year, albeit not by much. I don't think it behooves the US economy to see even a modest rate hike this year, but the Fed seems on board to raise them. We should question any projection including from the Fed, that's why I also pointed out R Fisher's critic. But at the end of the day a few people down in the FOMC make the decision of the lift off, which for now, seems more likely to occur in the coming months.
    Jun 19, 2015. 06:51 PM | 1 Like Like |Link to Comment
  • Goldcorp Has Room For Improvement [View article]
    In what exactly you don't believe? That they can cut down production cost or that they want to reduce it?
    PS Thanks for your correction.
    Jun 7, 2015. 12:39 PM | 1 Like Like |Link to Comment
  • Goldcorp Has Room For Improvement [View article]
    I guess the title could have been more clearer. The company made some improvements but you are right, GG has a long way to go.
    Jun 7, 2015. 12:37 PM | 1 Like Like |Link to Comment
  • Is Chesapeake Energy The Right Oil Play? [View article]
    See my comment below about this year's output.
    Jun 2, 2015. 09:47 PM | 1 Like Like |Link to Comment
  • Is Chesapeake Energy The Right Oil Play? [View article]
    Thanks for your comments.

    1. Production is expected to come down this year mainly for sell off of assets.

    http://bit.ly/1SUFgVS 2014 Annual report pg 5: 2014 Production (mmboe) 258
    Outlook this year:

    http://bit.ly/1SUFgVU

    233-237 mmboe

    This comes to a drop of 9%. The company frames its outlook based on current assets, and, as I pointed out, they are likely to see higher yield this year.


    2. Again, the company uses framing methods to show cost is coming down e.g. cost per foot. In any case I pointed out well cost is coming down.

    3. Low realized prices are mostly operational, agreed. But it means the company isn't able to benefit when prices are high. So this is concern.

    Lior
    Jun 2, 2015. 09:46 PM | 2 Likes Like |Link to Comment
  • What Is Holding Caterpillar Back? [View article]
    Thanks for your comment. I would like to clarify that China's importance is, as you said, when it comes to commodities prices, and for the growth of CAT, at least it was a few years back. So it's not a matter of China's share size from total revenue but revenue growth.

    When it comes to interest rates, I get what you are saying. But inflation isn't an issue, mainly in the U.S. and hasn't been for over thirty years. When the Fed raises rates, this could strengthen the USD, cool down the economy and perhaps even bring down commodities prices. http://bit.ly/1Fj1APH
    May 28, 2015. 01:20 PM | Likes Like |Link to Comment
  • Is Natural Gas Set To Rise Again? [View article]
    My point was that NG could see some short term gains, but for the longer run, i.e. in the coming months, NG prices should remain put at their current low levels.
    May 28, 2015. 01:13 PM | Likes Like |Link to Comment
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