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  • Geithner Just Doesn't Understand [View article]
    He couldn't sell his house when he moved to Washington. How will he be able to sell the Chinese and others, another boatload of usd denominated securities over the next year or so without inflating the rate. That may be where the next bubble will burst.
    Jan 17, 2010. 12:40 PM | 2 Likes Like |Link to Comment
  • Options Expiration Day Promises a Wild Ride [View article]
    I don't know Phil, but I know a Shill when I see one. Phil the Shill, keep playing until the suckers are all in. Afterward, you can always claim you really cared about them, but you had a job to do.
    Jan 17, 2010. 11:52 AM | 2 Likes Like |Link to Comment
  • Observations on the Canadian Dollar [View article]
    Water, Oil, Natural Gas, gypsum, nickel, gold, copper, diamonds, lumber, uranium, cobalt, potash, seafood, wheat, beef (and more).

    Yes, Canada leads most of the world in all of these and for that reason alone, the CAD is strong.

    RIMM, Bombardier, Ford, GM, Magna, Ballard, CNR, CPR, pipelines, offshore, refining, LNG, Atomic Energy, Nanomanufacturing, Healthcare, Ocean Nutrition, aerospace, financials, banks. etc. etc. etc.

    National surpluses and debt buy downs in 9 of the past 10 years, better than any other country on this planet!

    CAD up 10% more this year!!!!
    Jan 16, 2010. 01:51 PM | 2 Likes Like |Link to Comment
  • Today in Commodities: Complacency Arrives [View article]
    Intelligence! It comes in all shapes and forms. Business intelligence ranges from staring at charts (moving averages, daily graphs, the Baltic Dry index etc) to knowing which Countries might default on their currency or where the next bubble may strike, or even to where the next terrorist will strike.

    Many things should be considered. Staring at charts in 2007/08 made a lot of people a lot poorer. To draw an analogy with law enforcement the "criminal intelligence" equivalent is like trying to tell which organized crime family is responsible for a major drug shipment, by studying the shipping manifests and ocean charts alone. There is much more to it, and no one gets it right more than 60% of the time.

    Always do your own homework, having regard to all good intelligence including the column above.
    Jan 16, 2010. 01:02 PM | 1 Like Like |Link to Comment
  • Google, China and the Founder Factor [View article]
    Investors need the rule of law. If the law is ever moving, and it changes at the whim of a few powerful men who run a country, then their really is no rule of law.

    Examples include Germany circa 1939, the Soviet Union in it's heyday, and Venezuela today! However I believe Google should keep it's hand in the Chinese pie for now. It is always easier to effect change from inside rather than from the outside, looking in.

    Keep doing business, but keep international law as your guiding principle and force the hand of the Big Red Business Machine. If they attack a company like Google with punitive and draconian penalties or Government intervention, it will scare the hell out of every other western business and the Chinese economy will suffer.

    The Chinese cannot afford that. Nor can the rest of the world. Sometimes it is better in business to apologize rather than seek permission. Stick to your principles. "Do no evil"!
    Jan 15, 2010. 11:58 AM | Likes Like |Link to Comment
  • BofA: 'Overweight Equities, Underweight Bonds' [View article]
    Couldn't agree more. Over weight equities and under weight bonds, at least, for now!
    Jan 15, 2010. 11:27 AM | 2 Likes Like |Link to Comment
  • The Recovery Isn't About Interest Rates ... Yet [View article]
    Bonds no - Stocks yes - at least for now, it is that simple.
    Jan 15, 2010. 11:25 AM | 1 Like Like |Link to Comment
  • Canadian Banks in a Rut [View article]
    We are avoiding the Big Red Business Machine. Investors need the "rule of law" which basically does not exist in China. Stay Away!
    Jan 14, 2010. 01:50 PM | Likes Like |Link to Comment
  • Warren Buffett, Dividend Investor [View article]
    Besides buying companies who's dividend yield is generous, it is the price point that matters most. Buy low. Look after the pennies, and the dollars will look after themselves. It is that low buyin price point that makes the dividend yields so dramatic.
    Jan 14, 2010. 01:21 PM | 1 Like Like |Link to Comment
  • Cramer's Mad Money- The Glass Is Still Half Full (1/12/10) [View article]
    I liked Cramers call on Encana although it was somewhat late. I bought ECA in Mid Dec at 32.69 and believe it will be a great performer this year.
    Jan 13, 2010. 12:57 PM | Likes Like |Link to Comment
  • Investing in 2010: The Opportunity Continues [View article]
    Excellent article! Thanks for your insight. This is a common sense and intelligent approach to investing.
    Jan 5, 2010. 12:00 PM | 1 Like Like |Link to Comment
  • 10 Technologies that Will Rock 2010 [View article]
    Your article is entirely about the web. If you are truly interested in technologies that will rock the world why haven't you mentioned anything "beyond the web". I suggest it is a problem of demographics (your relative youth and that of your readers).

    How about these tech diamonds on the verge of changing the world:
    1. Electric cars
    2. Fuel Cell Back up Power
    3. Solar cell roof shingles
    4. Fractionation in the recovery of Natural Gas
    5. Smart Buildings
    6. Smart Clothing
    7. Advances in Robotics
    And the biggest of all, Nanomanufacturing.

    The list goes on and on, but you get the point.

    Tech doesn't start and end with the web, and it doesn't start in L.A. and end in NY.
    Jan 3, 2010. 12:21 PM | 14 Likes Like |Link to Comment
  • What Lies Ahead in 2010? [View article]
    Excellent Article! Thank you for your wisdom and insight.

    While none of us can see the future, you have used reasoning in your projections that is sadly lacking in many financial advisors.

    Again, Thank you.
    Dec 31, 2009. 02:08 PM | 1 Like Like |Link to Comment
  • Nokia vs. Apple: A Sign of Weakness? [View article]
    Why do most Americans always favor the home team? I guess it is patriotic to lean that way, however money does'nt have any allegence. It goes where it grows.

    Apple? RIMM, Nokia? We pick Nokia in 2010 for a number of reasons!

    1. Stock Price - Nokia is trading at a very low multiple historically.
    2. Nokia is better positioned in Europe.
    3. It is far better positioned in China (Where the "real" market is) than Apple. (This is the big story)

    This stock will double in 2010.

    PS; Apple has trampled other patents that will hurt it in 2010, not just Nokia's intellectual property. Wilan Technologies is an example. Watch for Apple to settle in that case and possibly Nokia's as well.
    Dec 31, 2009. 01:43 PM | Likes Like |Link to Comment
  • 40 Things to Expect in 2010 [View article]
    I agree that 2010 is a trading year, at least early 2010.

    From summer onward the Jury is out, and it may return a verdict of guilty along with a sentence of 10 years or more. Some big stocks will be executed, along with bonds, and Mortgages put on parole (or probation) for may years to come.

    As the Liberal Judges try to water down the sentences, it will only add misery to the accused and especially their supporters (investors), as the water (dollars) will spill out onto the street and become mere confetti.

    A bail bondsman will show up with a boatload of Gold to save the day but there will still only be enough gold to spring some.

    Happy New Year!
    Dec 30, 2009. 12:11 PM | 1 Like Like |Link to Comment