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  • Natural Gas, Coal Producer CDS Levels Diverge on Earnings [View article]
    “What’s happening in shale gas is that in three years we’ve gone from a nine year reserve life to a hundred year reserve life,” said Steve Farris, CEO of independent oil and gas production and exploration company Apache (APA).
    Jul 31 16:55 pm |Rating: +2 0 |Link to Comment
  • Fast Money: Who Will Be the First to Repay TARP Funds (2/27/09) [View article]
    Here's a candidate. Bank of America’s (BAC) Ken Lewis says that he won’t resign until he pays back the $45 billion in TARP money he owes the government. So paying $50 billion for something that is really worth a negative $170 billion is a bad career move? That’s a revelation! I can see that secrecy is a concept that is forever banished from the investment community. CEO’s won’t be able to make an acquisition, nor fund managers raise a single nickel from here on, without a complete undressing, and a full proctologic exam!
    Mar 02 14:15 pm |Rating: 0 0 |Link to Comment
  • Hedge Fund Portfolio Tracking: Soros Fund Management (George Soros), Q4 2008 [View article]
    Legendary investor George Soros has substantially increased his investment in Potash (POT) and Petrobras (PBR), two stocks I love. Potash is the Saskatchewan based world’s largest miner of potassium carbonate, which is in heavy demand for fertilizer from China. The stock is only just recovering from a melt down from $240 to $50. Petrobras is Brazil’s oil major, which has made a sting of offshore oil discoveries. PBR gives you a triple play on the recovery of crude prices, a long in the Brazilian currency, the Real, and the high growth rate of this emerging economy. All three offer great entry points right now. A classic “George” play.
    Feb 23 11:05 am |Rating: +1 -3 |Link to Comment
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