Exposure To Country Risk: The Goldcorp Edition [View article]
Thanks for your article.Hopefully the gold downside manipulation will soon come to a temporary end. I'm anticipating one more nasty pull-back to cover the still-existent short positions http://bit.ly/ZgUWrP
5 Things To Consider After Freeport-McMoRan's Quarterly Results [View article]
Helpful article. Keep in mind that FCX suspended its dividend back in 2008 during the crisis and finally resumed dividends. The overall debt concerns me but with credit available at historically low interest rates. Which energy company will be gobbled up next? Consider http://seekingalpha.co.... Thanks again!
Procter & Gamble Delivers A Dividend Boost To Investors [View article]
This is a thought-provoking article and I congratulate the author. I'll be posting an article about some other important considerations on this subject before the markets open on Monday. You should be able to find it at http://bit.ly/17xDXl9. I'm a regular contributor here at Seeking Alpha but I thought the article I wrote today and will be published should give us all a balanced perspective about these high-flying consumer goods companies whose share prices are at all-time highs. Again, thanks for sharing your article and congratulations on your success.
Enjoyed your thought-provoking article on trend lines. They tell us more about where we've been than where we're going. Look at the ETF EWA. In spite of collapsing precious metals pricing and base metals going nowhere it's hitting new 52-week highs. I agree with your closing that "There is probably a bit of serendipity in the Australian numbers, and given the volatility caused by commodities, as well as the probable global "Great Stagnation" now beginning, I'm not predicting Australia will keep growing at 6.5% -- I'd expect somewhat slower growth going forward."
Welcome Nicholas and congratulations on an article well written. Your overview of the CSCO acquisitions and growth strategy was very informative. May this be the first of many articles from you.
Seabridge Gold (SA +5.8%) says it completed the filing process of its environmental assessment statements for its KSM gold-copper-silver project with the British Columbia and Canadian governments. [View news story]
As Jeff Clark pointed out today, "In a world of dirt-cheap gold stocks, Seabridge is the cheapest around"...and with its business model of partnering with producers, they can leave the dirty-work to someone else who will like the price of SA.
Stock Market Wizards Are Watching These Precious Metals Stocks [View article]
You may be fortunate to have one more opportunity to buy AUY below $15. The low on Feb.20th was $14.39, yet I'll be pleasantly surprised if we retest that level just in time for the next move higher. Good fishing!
Thank you "Curtistocrat"! I hadn't seen it and I look forward to reading it all (I'd been given highlights by my research team). It won't be the CEO who instigates the action, but an activist investor like Carl Icahn or Bill Ackman (please see http://bit.ly/Td9Xdn). All comments are appreciated and please forward today's article to any you know who may benefit from it and want to chime in with comments. Best Returns and Best Results, Marc
Confessions Of A Gold Analyst: 'It's All My Fault' [View article]
"The obvious lesson is for investors to ignore price predictions from the major banks and brokerage houses - they just don't get it. I'm sure most readers of this publication already know that." You can say that again. Thanks for an article of this depth and quality
3 Gold Miners With Recent Intensive Insider Buying [View article]
I appreciate the author's analysis and carefulness in dealing with this subject. Another interesting aspect of AUQ is that it is completing an offer to buy a percentage of its outstanding shares. That offer, as I understand it expired on Friday the 18th. This should help lower share dilution, and should also be shareholder-positive in time. So far the management of the company hasn't impressed me with their decisions, but the sale of Ocampo and reducing total debt is in my opinion a step in a positive direction. The share price performance is anemic, and I'm wondering if that will continue until the March update on reserves etc.
Seek 'Alpha' With These Promising Alpha Stocks [View article]
Consider either buying some at that target price and then seeing if it falls to the next support level, or, let it "prove itself" by falling like a knife and then buy only after it hits support (you choose, 50,100 or 200-day moving average levels) and bounces higher on strong volume. Most of all, be patient, look at the price history of WFM over the last 3 months, and pick a price you'd be happy with.
These Stocks Are Poised For Healthy Gains In 2013 [View article]
Thanks and happy new year to you. The "buy the call, sell the put" strategy sounds promising and worth the risk, just as long as you really want to own more RGR, which has a remarkable dividend. Wishing you Good Results and Rewarding Outcomes.
3 'Safety Net' Tech Stocks To Consider For 2013 [View article]
Well, the Tronox situation drew a response from one of its external communications officers who wrote, "Thank you for your coverage of Tronox. I wanted to point out your reference to Tronox trading as high as $175 within the past 52 weeks. The swing all the way down to $14.12 is due mainly to the fact that we undertook a 5-to-1 stock split on July 26th for shareholders of record. Could you please note that in split-adjusted terms we were never higher than $35 in the past 52 weeks?", to which I replied: "Thank you David. The share price can be very confusing, especially the way the 52-week price range is given on Yahoo Finance! I'll mention what you wrote in the "Comment" section below the article as I'm unable to make changes to the content of the article after it is published. You'll clearly see your message and my response below the article as clarification." I'm impressed that this manager followed through to make sure we're all clear about the 52-week range of TROX. I hope to learn more about the company and at some point mention them in a follow-up article.
The 10 Most Important Questions - And Predictions - For 2013 (Part 2) [View article]
Lou, your article are always well written and very relevant. I'm glad to be one of your "followers" and would anticipate hundreds of others joining your ranks. Keep up the good work.
Exposure To Country Risk: The Goldcorp Edition [View article]
5 Things To Consider After Freeport-McMoRan's Quarterly Results [View article]
Procter & Gamble Delivers A Dividend Boost To Investors [View article]
http://bit.ly/17xDXl9. I'm a regular contributor here at Seeking Alpha but I thought the article I wrote today and will be published should give us all a balanced perspective about these high-flying consumer goods companies whose share prices are at all-time highs. Again, thanks for sharing your article and congratulations on your success.
Where To Put The Trendline? [View article]
Is It Time To Bet On Cisco's Bets? [View article]
Seabridge Gold (SA +5.8%) says it completed the filing process of its environmental assessment statements for its KSM gold-copper-silver project with the British Columbia and Canadian governments. [View news story]
Stock Market Wizards Are Watching These Precious Metals Stocks [View article]
4 Stocks On My Shopping List [View article]
Finding Stocks Whose Time Has Come [View article]
Confessions Of A Gold Analyst: 'It's All My Fault' [View article]
3 Gold Miners With Recent Intensive Insider Buying [View article]
Seek 'Alpha' With These Promising Alpha Stocks [View article]
These Stocks Are Poised For Healthy Gains In 2013 [View article]
3 'Safety Net' Tech Stocks To Consider For 2013 [View article]
"Thank you David. The share price can be very confusing, especially the way the 52-week price range is given on Yahoo Finance! I'll mention what you wrote in the "Comment" section below the article as I'm unable to make changes to the content of the article after it is published. You'll clearly see your message and my response below the article as clarification."
I'm impressed that this manager followed through to make sure we're all clear about the 52-week range of TROX. I hope to learn more about the company and at some point mention them in a follow-up article.
The 10 Most Important Questions - And Predictions - For 2013 (Part 2) [View article]