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Ocean Man  

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  • MC poll: What are your predictions for 2012? Which way will stocks go? What about oil and gold? What will happen with the eurozone crisis, or U.S. unemployment? Any under-the-radar stocks or ETFs worth keeping an eye on?  [View news story]
    If Italy can roll over their debt in January without breaking stride, Europe will be able to kick the can for the entire year.

    At some point during the first half of 2012, oil will break $120.

    At some point during the second half of 2012, gold will break $2,000.

    Big oil companies will buy little oil companies with acreage in the Eagle Ford shale, where drilling is cheap and easy with no winter.

    With a buyback program of 17% in 2011 and another 20% in 2012, Dr. Pepper Snapple DPS will be the stock of the year.

    China Mobile CHL will buy Telefonica TEF.
    Dec 26, 2011. 09:55 PM | Likes Like |Link to Comment
  • 2 Blue Chip European Equities Yielding More Than 7% [View article]
    The "recent" you're referring to is for next year's expected, nothing was cut this year. And contributing towards that loss you're seeing is a massive one-time severance expense hit after all of the layoffs they did a few months ago. That will lead to a leaner company and better expense outlook for next year.
    Dec 18, 2011. 07:40 PM | Likes Like |Link to Comment
  • 2 Blue Chip European Equities Yielding More Than 7% [View article]
    I agree with your points about TEF, and I doubled my position in it on Friday. A return to $24 would be a 50% increase, and you get paid handsomely to wait.
    Dec 18, 2011. 09:08 AM | Likes Like |Link to Comment
  • ECB leaks are hitting the tape saying a rate cut is assured tomorrow, with only the size up for debate. Also, the bank is considering loosening collateral criteria for loans as well as offering longer term lending. European stocks are bouncing a bit off lows hit earlier due to comments from other "sources." Stoxx 50 -0.7%. Silly, really.  [View news story]
    What's truly silly are the prior rate increases.
    Dec 7, 2011. 09:01 AM | 1 Like Like |Link to Comment
  • It's no €1T deal, but Europe's finmins have come to a late-night agreement on two possibilities to expand the EFSF bailout fund: 20%-30% risk protection for bondholders, and the creation of "co-investment funds" to combine public-private funding for bond purchases. Oh, and consensus on a sixth disbursement of Greek bailout funds for mid-December.  [View news story]
    Europe presents a bazooka-shaped box that turns out to be filled with tissue paper and a squirt gun.
    Nov 29, 2011. 07:41 PM | 1 Like Like |Link to Comment
  • La Stampa reports the IMF is considering loaning Italy up to €600B to give Mario Monti's new government a 12-18 month window with which to push through fiscal reforms. As this would put a strain on IMF resources, the report suggests assistance from the ECB, i.e. the idea previously floated of the ECB lending to the IMF which in turn lends to needy EU states.  [View news story]
    The last set of Italian austerity measures included raising the retirement age..... effective 2026. If that wasn't bad enough, they made the retirement age increase for women effective 10 years earlier.
    Nov 27, 2011. 07:27 PM | Likes Like |Link to Comment
  • A shortage of guar, a legume used in food and drink such as ice cream and chocolate milk, could put the brakes on the boom in drilling for shale gas. Guar is a crucial ingredient in the fracking process, sending global demand and prices for the bean-like vegetable soaring.  [View news story]
    What is the 3X ETF for Guar?
    Nov 25, 2011. 10:08 AM | Likes Like |Link to Comment
  • Worst Thanksgiving Week Ever [View article]
    Are the Bulls Asian? Gong means grandpa over there.
    Nov 24, 2011. 09:16 AM | 2 Likes Like |Link to Comment
  • More on corporate buybacks (previous): A real sticking point for the anti-buyback crowd is the conflict of interest presented when an exec is offered a bonus for meeting an EPS goal. The problem? With a buyback sleight-of-hand execs are often able to realize a large bonus - despite a poor stock performance - because their financial target isn't adjusted to reflect the new number of shares. [View news story]
    I'd much prefer a higher dividend than a buyback.
    Nov 22, 2011. 08:06 AM | Likes Like |Link to Comment
  • 3 Events That Should Set Us Up For Market's Next Big Move [View article]
    Good article, Brian, though I believe there's still a ban on shorting BNP Paribas.
    Nov 21, 2011. 07:25 AM | Likes Like |Link to Comment
  • With the expansion of the EFSF - the idea that levitated markets throughout October culminating in Oct. 27th's moonshot - already looking dead, the EC leaks the next bazooka: A proposal for joint issuance of bonds among member nations. This one may not have any legs as Germans are vehemently opposed to going joint and severally liable with their spendthrift neighbors, and their constitutional court seems to have put the kibosh on the idea 2 months ago.  [View news story]
    Next imaginary bazooka, that should say.
    Nov 20, 2011. 06:57 PM | 3 Likes Like |Link to Comment
  • The 2011 Douche Bag Of The Year Award [View instapost]
    Jerry Sandusky of Penn State. I can stand losing money, I can't stand seeing a child's life ruined.
    Nov 20, 2011. 10:04 AM | 6 Likes Like |Link to Comment
  • In his first public speech as ECB chief, Mario Draghi - under enormous pressure to unleash a wave of euros over the continent - tells the EU to get busy, noting it's been 18 months since the summit that created the EFSF, four months after it was expanded, and four weeks after leverage was introduced (remember those rallies?), and the thing still isn't ready to go. "Where is the implementation of these longstanding decisions?"  [View news story]
    The EFSF leverage is reliant on China, and they're not buying.
    Nov 18, 2011. 09:36 AM | Likes Like |Link to Comment
  • LRR Energy Tempts Investors With A 10% Dividend Yield [View article]
    Todd - great article and thanks for the heads-up on LRE. Do you know how they're weighted between oil and nat gas? The co's that have been moving weight from nat gas to oil have been rewarded by the market lately.

    Slightly off topic (sorry), but do you like RNF (another recent MLP IPO similar to UAN which you liked)?

    And even more off-topic, but in your high-yield vein, any thoughts on EVOL and their 30% special dividend in a couple weeks? It's an intriguing tax play as selling in late December at a lower price ex-div would be a "loss" for 2011 and the div gets paid in 2012.
    Nov 16, 2011. 10:19 PM | Likes Like |Link to Comment
  • Dividend Busters, Part II: 6 Stocks With Yields As High As 29% [View article]
    EVOL is paying a special dividend in a couple weeks that works out to about a 29% yield. ($2 on $7)
    Nov 16, 2011. 10:05 PM | Likes Like |Link to Comment