Comments on Michael Cohen's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/michael-cohen/articles http://seekingalpha.com/article/123526-using-market-capitalization-gdp-as-a-valuation-metric?source=feed#comment-749389 749389 Sat, 07 Nov 2009 00:02:37 -0500 http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-467411 467411 Sat, 18 Apr 2009 05:14:11 -0400 Twitter = CB radio of the 1970s]]> http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-459776 459776 Sat, 11 Apr 2009 09:27:29 -0400 http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-457177 457177 Thu, 09 Apr 2009 02:20:26 -0400



crudeoiltrader.blogspo...]]> http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-457053 457053 Wed, 08 Apr 2009 22:23:46 -0400 http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-457033 457033 Facebook's options regarding monetization are seemingly unlimited. > They have ample funding so the main priority is trying to accrue > user and improve the user experience. > > On Apr 08 01:36 PM Justin Credible wrote:]]> Wed, 08 Apr 2009 21:58:11 -0400

On Apr 08 01:40 PM Cetin Hakimoglu wrote:

> Facebook's options regarding monetization are seemingly unlimited.
> They have ample funding so the main priority is trying to accrue
> user and improve the user experience.
>
> On Apr 08 01:36 PM Justin Credible wrote:]]> http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-456524 456524 Facebook's huge valuation is based off network traffic. I'm sure > wall street would also value it accordingly. There is no comparison > to pets.com and facebook or twitter in that the later actually has > a viable business model and growth.]]> Wed, 08 Apr 2009 13:36:22 -0400
On Apr 08 12:42 PM Cetin Hakimoglu wrote:

> Facebook's huge valuation is based off network traffic. I'm sure
> wall street would also value it accordingly. There is no comparison
> to pets.com and facebook or twitter in that the later actually has
> a viable business model and growth.]]> http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-456131 456131 Wed, 08 Apr 2009 10:17:10 -0400 http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-456126 456126 Sorry, but Twitter and Facebook are far from being overvalued considering > they dominate their respective niches and have huge growth and revenue > potential. Facebook is like Yahoo in 1997 and twitter could revolutionize > communications like email did in the mid 90s.]]> Wed, 08 Apr 2009 10:15:39 -0400
On Apr 08 06:16 AM Cetin Hakimoglu wrote:

> Sorry, but Twitter and Facebook are far from being overvalued considering
> they dominate their respective niches and have huge growth and revenue
> potential. Facebook is like Yahoo in 1997 and twitter could revolutionize
> communications like email did in the mid 90s.]]> http://seekingalpha.com/article/130070-twitter-facebook-grossly-overvalued-build-traffic-and-the-profits-will-come-isn-t-true?source=feed#comment-456063 456063 Wed, 08 Apr 2009 09:45:49 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-449880 449880 Thu, 02 Apr 2009 15:53:45 -0400 The people that run this world want to ruin certain oil rich countries. Most of these countries base their budget on 70.00 per barrel. Right now they are hurting at 50.00.
Send me a bet]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-448653 448653 Wed, 01 Apr 2009 21:01:07 -0400 In the future, yes, the inflation that will come with the trillion dollar stimulus package will see to that.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-448603 448603 If Oil will be 100$ by the summer, you will fly to the moon like > baloon. > I always enjoy looking at folks, who are long some stocks, lose 50-90% > and then write about investing in Palladium futures, leveraged Crude > Oil ETF's or Propane OTC trading, when in fact, such guru's even > being right, will never make even 1 penny out of it, because they > afraid to invest in anything, that is beyond CNBC or MadMarketCramer > junk. > If you think Oil is 100$, then buy it, don't preach it.]]> Wed, 01 Apr 2009 20:07:19 -0400
Hilarious....


On Mar 27 10:55 PM MADE IN SOMALIA wrote:

> If Oil will be 100$ by the summer, you will fly to the moon like
> baloon.
> I always enjoy looking at folks, who are long some stocks, lose 50-90%
> and then write about investing in Palladium futures, leveraged Crude
> Oil ETF's or Propane OTC trading, when in fact, such guru's even
> being right, will never make even 1 penny out of it, because they
> afraid to invest in anything, that is beyond CNBC or MadMarketCramer
> junk.
> If you think Oil is 100$, then buy it, don't preach it.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-447169 447169 Tue, 31 Mar 2009 18:40:55 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-446234 446234 Tue, 31 Mar 2009 09:19:23 -0400
When we get there remember that tax payers making under 250K will not see ONE DIME of tax increases. HaHaHaHa, Yes he can and yes he will.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-444462 444462 Sun, 29 Mar 2009 18:06:50 -0400 The reason Oil dropped from 140+ highs was because the market( everyone else) couldn't afford such a rediculous price. It was driven up there by those who have no idea of the costs involved in the myriad processes to which oil is used,not just gasoline.

]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-444407 444407 Don't worry, they will soon change their tune when they wake up to > the fact they have been passed off a lot of worthless IOUs. > > It won't be long before empty Oil Tankers are being pirated for their > cargo's of Gold Bullion.]]> Sun, 29 Mar 2009 16:47:48 -0400

On Mar 28 03:57 PM Dave Wrixon wrote:

> Don't worry, they will soon change their tune when they wake up to
> the fact they have been passed off a lot of worthless IOUs.
>
> It won't be long before empty Oil Tankers are being pirated for their
> cargo's of Gold Bullion.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-444152 444152 Sun, 29 Mar 2009 13:09:50 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-443962 443962 Sun, 29 Mar 2009 10:24:37 -0400 ]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-443636 443636 Sat, 28 Mar 2009 18:37:04 -0400
We are in a world wide financial crisis now. A similar situation has been unfolding despite the recent increase in prices. Production exceeds consumption. No matter how debased the dollar is, oil can't rise very much in a market with a lot of excess capacity. I think the current run up in oil prices is not sustainable. Oil in the middle eastern countries costs less than $5 a barrel to produce. Even at $12 a barrel, they would still make a profit.

Though I don't think it will go that low this time, I think we'll see $30 a barrel before we see $150 again. The only disclaimer I'll add to my prediction is that it assumes no supply disruption occurs. If Israel nukes Iran, then $300 a barrel would be my guess.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-443558 443558 Hi Michael. Here it is on a friday in Uppsala, and after a day of > telling doctoral students that I am the best economics teacher in > the world - which may or may not be true - I feel it my duty to inform > you that I am the leading academic energy economist in the world, > which is very definitely the case. > > About this $100/b figure that you want us to accept. I say forget > about it...for the time being that is. Despite what you have or will > hear about low oil prices from those groovy folks at OPEC's headquarters > in Vienna, I think that they are pretty satisfied with the way things > are going, although if the dollar crashes they might lose their cool. > > > "Congress will officially begin its oil company witch hunt again", > you say. AGAIN you say. Well mercy me. I encounter people from Big > Oil at the conferences now and then. Except for the fact that their > knowledge of Econ 101 is deficient - to put it mildly - they also > seem pretty satisfied damned satisfied.Unless I am mistaken they > and their OPEC colleagues will remain that way for a long time..]]> Sat, 28 Mar 2009 15:57:10 -0400
It won't be long before empty Oil Tankers are being pirated for their cargo's of Gold Bullion.


On Mar 27 01:04 PM Ferdinand E. Banks wrote:

> Hi Michael. Here it is on a friday in Uppsala, and after a day of
> telling doctoral students that I am the best economics teacher in
> the world - which may or may not be true - I feel it my duty to inform
> you that I am the leading academic energy economist in the world,
> which is very definitely the case.
>
> About this $100/b figure that you want us to accept. I say forget
> about it...for the time being that is. Despite what you have or will
> hear about low oil prices from those groovy folks at OPEC's headquarters
> in Vienna, I think that they are pretty satisfied with the way things
> are going, although if the dollar crashes they might lose their cool.
>
>
> "Congress will officially begin its oil company witch hunt again",
> you say. AGAIN you say. Well mercy me. I encounter people from Big
> Oil at the conferences now and then. Except for the fact that their
> knowledge of Econ 101 is deficient - to put it mildly - they also
> seem pretty satisfied damned satisfied.Unless I am mistaken they
> and their OPEC colleagues will remain that way for a long time..]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-443246 443246 Sat, 28 Mar 2009 06:48:22 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-443171 443171 Sat, 28 Mar 2009 00:50:31 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442740 442740 Fri, 27 Mar 2009 14:28:03 -0400
As a long term investment, well capitalized oil producers and the major integrated companies are likely a safe bet. Smaller exploration and development companies, in this environment (where access to capital is difficult and the ability to survive the price volatility - see the example of Oilexco (TSE listed)) ARE A RISKY BET. Some articles published on Seeking Alpha have suggested that, as a hedge against the possible (likely?) devaluation of the US dollar, US investors look to acquire inter-listed Canadian (or other foreign) oil companies. An interesting angle - playing for higher oil prices, plus something of a currency hedge. ]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442716 442716 Fri, 27 Mar 2009 14:19:23 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442666 442666 Fri, 27 Mar 2009 13:51:49 -0400
The longer term problem is made more complex by the curtailment of investment in oil infrastructure. The cuts in exploration and development budgets have been legion. That does potentially set the stage for price shocks down the road: but only after OPEC's excess production capacity is absorbed. How long that takes will depend a lot on the macro economic environment and I leave that to others to guess at. In the meantime, I expect oil prices will be highly volatile; I wouldn't be counting on prices north of $100 anytime soon (unless the US dollar collapses - in which case, again, the price increase will feed into demand destruction in the largest oil consuming nation).

As a long term investment, well capitalized oil producers and the major integrated companies are likely a safe bet. Smaller exploration and development companies, in this environment (where access to capital is difficult and the ability to survive the price volatility - see the example of Oilexco (TSE listed)). Some articles published on Seeking Alpha have suggested that, as a hedge against the possible (likely?) devaluation of the US dollar, US investors look to acquire inter-listed Canadian (or other foreign) oil companies. An interesting angle - playing for higher oil prices, plus something of a currency hedge.

(Long CNQ, some Canroys, Talisman).
]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442615 442615 Fri, 27 Mar 2009 13:24:19 -0400 Never thought I'd like European producers more than American- but our "new world order" of Marxism seasoned with unprecedented deficit spending and debt monetization would even prohibit us from entering the EU.]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442547 442547 Fri, 27 Mar 2009 12:37:38 -0400 http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442428 442428 Fri, 27 Mar 2009 11:33:29 -0400
]]> http://seekingalpha.com/article/128148-expect-oil-to-approach-100-bbl-again-by-summer?source=feed#comment-442322 442322 Fri, 27 Mar 2009 10:33:12 -0400
Kind of like housing. Overhot, now undershooting. Don't tell me $50/sq ft for a nice home isn't the bottom. You can't even build the same house for that.

Everything goes back to the normal trend line eventually...]]>