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  • Fortuna Silver Mines: The Market Is Dead Wrong [View article]
    Most of the silver miners are trading well below book value: PAAS, CDE, SSRI, HL, EXK.
    Mar 15, 2015. 11:15 PM | Likes Like |Link to Comment
  • 3 Strategies To Capitalize On The Impending Rally In Crude Oil While Avoiding Contango [View article]
    You could also just sell out-of-the-money calls that you think will expire and let the collected premiums pay for the contango losses.
    Feb 26, 2015. 07:25 PM | 6 Likes Like |Link to Comment
  • Pan American Silver: The Damage From A Historically Bad Quarter [View article]
    They will probably just get slapped on the wrist with a fine. I do think that more public awareness of the manipulation in gold and silver could be a catalyst for higher prices.
    Feb 24, 2015. 01:05 PM | 2 Likes Like |Link to Comment
  • Xinyuan Real Estate - 2014 Sales Above Expectation, Recovery Underway [View article]
    There is no way they reached $1.2 billion in sales last year. It's not possible. That information is WRONG.

    Q1 sales were $226 million
    Q2 sales $167 million
    Q3 sales $164 million
    Q4 sales guidance $300-310 million

    That doesn't add up anywhere close to $1.2 billion.
    Feb 20, 2015. 02:22 PM | 3 Likes Like |Link to Comment
  • Xinyuan Real Estate: Board Resignations And A 2015 Outlook [View article]
    My brokerage firm charges me a similar fee every year. "ADR Fees" is the description of the charge. It's a big charge that wipes out a significant portion of the dividend.

    Here's an explanation of these fees:

    Also, I hold XIN shares in two brokerage accounts. One charges me a lot more than the other.
    Feb 5, 2015. 03:13 PM | 1 Like Like |Link to Comment
  • $50 Oil Won't Be A Problem For Atlas Resource Partners [View article]
    Stub Value = ATLS price - $9.12 cash - (TRGP price * 0.1809)
    Jan 29, 2015. 01:28 PM | Likes Like |Link to Comment
  • $50 Oil Won't Be A Problem For Atlas Resource Partners [View article]
    Based on:

    ATLS at $28.81
    TRGP at $89.78

    The stub is worth $3.45
    Jan 28, 2015. 01:33 PM | Likes Like |Link to Comment
  • Contango Is Working Against U.S. Oil ETF Investors [View article]
    WTI oil is usually in contango. Here's an old statistic I saw somewhere ... From 2005 to 2011, the oil market was in contango 93% of the time.

    I don't know how bad it can get this time, but the contango could get really bad. It got really bad in 2009-2010. Look at the table in this article.
    Jan 5, 2015. 09:23 PM | Likes Like |Link to Comment
  • The Outlook For Silver In 2015 [View article]
    In late October 2008, the gold-silver ratio peaked at 84. That happened on the same day silver bottomed below $9.

    Actually, some emerging markets have already been outperforming the U.S. For example, in 2014, China was up 53%, India was up 30%, Turkey up 26%. But I think most of the emerging markets under-performed.
    Jan 3, 2015. 12:25 PM | 1 Like Like |Link to Comment
  • Silver Standard Is Undervalued Compared To Hecla And Pan American [View article]
    That's a valid point. To be totally comprehensive, lead, zinc, as well as copper should also be included.
    Jan 1, 2015. 03:16 PM | Likes Like |Link to Comment
  • The Outlook For Silver In 2015 [View article]
    It could take several or many years before that happens. That supports the long-term thesis for higher prices, but doesn't help the silver price right now.
    Dec 31, 2014. 05:35 PM | Likes Like |Link to Comment
  • Update: ARCP - And Here Goes The Dividend [View article]
    That's because Seeking Alpha pays the writers a minimum of $35 for every article.
    Dec 29, 2014. 05:55 AM | Likes Like |Link to Comment
  • BlackBerry: Buy Downside Protection As Analysts Grow Cautious [View article]
    Shock Exchange: What else do you think is undervalued besides BBRY?
    Dec 18, 2014. 03:45 PM | 10 Likes Like |Link to Comment
  • Atlas Resource Partners Makes A Big Bet On The Eagle Ford [View article]
    What % of their oil production is hedged in 2015?
    Dec 15, 2014. 01:40 AM | Likes Like |Link to Comment
  • Atlas Energy: A Mispriced Equity That Is A Unique Value Play [View article]
    From the CEO during the Q3 conference call:

    "I’m going to abstain from closing remarks until our stock is appropriately priced, at which time, and this is a promise to the market, I will recite my favorite Greek poem. Thank you all."
    Dec 13, 2014. 02:35 PM | Likes Like |Link to Comment