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  • Why Western Digital May Have 61.7% Upside From Current Levels [View article]
    Note that WDC recorded $681 arbitration charge in their Q4/2013 impacting their net profit. The award was from WDC vs. STX dispute so this seriously distorts TTM figures.
    Jan 1 08:52 AM | 2 Likes Like |Link to Comment
  • Nautilus Minerals Wants To Find Gold From The Ocean [View article]
    Solwara 1 is mainly copper project. Last time I checked the most valuable asset there is copper (69% of calculated project value). Gold comes second with 26% of calculated project value. The rest (5%) is then divided between Silver and Zinc.
    Mar 31 07:04 AM | Likes Like |Link to Comment
  • How Eurobonds Might 'Work' [View article]
    It has been hard to agree on bailout packages. The package for Greece was only approved because Finland got a special assurance: Greece will deposit into a Finnish state account a sum of money which with interest over a long period of time will cover Finland's share of a loan included in the eurozone's bailout package.

    Now, this agreement has caused other member states to demand similar arrangement. If all demand the same, there is not enough money left for Greece.

    The reason why Finland insists on such a condition comes from political climate inside Finland. Eurocritics are on the rise and the ruling parties can't afford to loose any more votes to eurocritics (True Finns party).

    If it has been hard to agree on bailout packages, can you imagine how hard it will be to agree on eurobonds within national parliaments of each 17-nation eurozone?
    Aug 19 02:42 AM | 1 Like Like |Link to Comment
  • Verizon Wireless (VZ, VOD) declares a $10B special distribution. Verizon shareholders - a 55% owner in the joint partnership - will receive $5.5B to be paid on January 31, 2012. Vodafone will receive $4.5B, and has declared a £2B special dividend payable to its shareholders as well. VZ +0.8%, VOD +5% AH.  [View news story]
    So now the market starts factoring in the fact that VOD owns 45% stake in VZ. Suddenly that's worth something ;-)
    Jul 29 03:57 PM | Likes Like |Link to Comment
  • Statoil: The Goose That Lays the Golden Eggs for Norway [View article]
    Tax rates and such information is already discounted in the price of any stock. The fact that the company is very important for Norway makes it also a safer investment in my opinion than a company that is operating on foreign soil. Look at BP in GoM.
    Apr 18 07:36 AM | 2 Likes Like |Link to Comment
  • Statoil: The Goose That Lays the Golden Eggs for Norway [View article]
    I think the article is pretty neutral except in the end where I state that STO is n excellent alternative to US- and UK-based oil giants in a stable region.

    In the future I intend to pick more companies from the oil sector and STO a prime candidate.
    Apr 18 07:29 AM | 1 Like Like |Link to Comment
  • Statoil: The Goose That Lays the Golden Eggs for Norway [View article]
    Statoil prediction for Norwegian Continential Shelf production until 2020 looks pretty flat to me:
    www.statoil.com/en/Inv...

    see page 3.
    Apr 18 07:14 AM | 1 Like Like |Link to Comment
  • BYD: Clearly a Growth Play [View article]
    It appears that BYD did not meet their sales targets for 2010 are are slashing prices. I have personally been accumulating the stock despite of this:
    thoughtsofaprivateinve...

    BYD for me is a bet on electric cars and Chinese car market in general. It is a growth play and as such is vulnerable to bad news such regarding its future prospects..
    Mar 26 09:13 AM | 1 Like Like |Link to Comment
  • 10 Most Owned Technology Stocks Among 'Super Investors' [View article]
    Mike, Einhorn and Hillman were long AAPL last time dataroma updated their holdings info. Also three others are long:
    www.dataroma.com/m/sto...
    Mar 14 03:36 PM | 1 Like Like |Link to Comment
  • 10 Most Owned Technology Stocks Among 'Super Investors' [View article]
    @mihou. You are correct. Actually, he also holds BYD via one of the subsidiaries (MidAmerican). So I guess he has slightly lifted his tech ban... :-)
    Mar 14 03:34 PM | 1 Like Like |Link to Comment
  • 10 Most Owned Technology Stocks Among 'Super Investors' [View article]
    The portfolio % gets distorted by Mr. Buffett who manages close to $53 via Berkshire Hathaway (1/4 of all tracked portfolios). He isn't into tech stocks as you probably know.

    Take for example Microsoft. There are 5 investors who have put more than 5% of their portfolio into MSFT. In number of share terms David Einhorn has most money riding on MSFT as his fund owns about 7,7 million shares alone. There are 12 investors with more than 1 million shares..
    Mar 14 12:46 PM | 1 Like Like |Link to Comment
  • 10 Most Owned Technology Stocks Among 'Super Investors' [View article]
    Excellent point.
    Mar 14 12:19 PM | Likes Like |Link to Comment
  • Riding the Second Gold Bubble [View article]
    I think the 2011 outlook was a disapointment for markets. The production estimate was lowered a bit. Other than that I have no clue why markets value NEM lower than others..
    Mar 12 02:43 AM | Likes Like |Link to Comment
  • 8 Stocks John Paulson, George Soros and Lee Ainslie Are Extremely Bullish About [View article]
    What is the basis for statement that these investors are "extremely bullish" about these stocks. I think the author has used similar wording also previously in a similar case.

    The simple fact that these guys hold these stocks don't indicate "extreme" bullishness to me. It would be another thing if they would say so or that their positions would be unusally large vs. their portfolio size. Neither seems to be the case.
    Mar 11 05:28 AM | 2 Likes Like |Link to Comment
  • Riding the Second Gold Bubble [View article]
    Well, the downtrend has been there for more than 2000 years. Ancient Romans were already debasing frequently their silver and other coins. Reasons, according to Wikipedia, were all too familiar to modern economies:

    The problem of debasement in the Roman economy appears to be pervasive and caused by:
    - lack of precious metals,
    - raising an army
    - inadequacies in state finances, and
    - inflation

    Ring any bells?
    Mar 9 01:09 PM | 2 Likes Like |Link to Comment
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