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  • Chesapeake Is Less Attractive Than Encana [View article]
    Nice article, but I would have liked to see a more in depth analysis comparing CHK and ECA. For instance, how do their underlying assets stack up, and what about debt structure? Which company can sustain their dividend longer at these oil prices?
    Aug 11, 2015. 04:01 AM | Likes Like |Link to Comment
  • A Snapshot Of Austria's Economy [View article]
    i agree that steering clear of the ATX is a good idea, but i don't find your case against OMV too convincing. after the drop in oil prices, 1-3 year performance is terrible for most oil & gas companies, for example compare the chart for Exxon and OMV. OMV has a solid dividend and a cash flow to support it going forward. Issues regarding management and libya are already priced-in so a bit of good news could spur a turn-around. imho, for a buy-and-hold investor €25/share with a 5% dividend yield is a good entry.
    Mar 3, 2015. 07:52 AM | Likes Like |Link to Comment
  • A Snapshot Of Austria's Economy [View article]
    regardless the source, the unemployment figure is incorrect. according to Statistik Austria unemployment is now 4.9% up from 4.2% in 2011 (

    i think you may have presented youth unemployment
    Mar 2, 2015. 05:01 AM | Likes Like |Link to Comment
  • A Snapshot Of Austria's Economy [View article]
    your unemployment numbers are completely off - according to OECD, Austria has an unemployment rate of ca. 4% -- the lowest in the EU. Compared to other EU member states, Austria also boasts the lowest levels of inequality between states, a high savings rate and low house-hold debt.
    For those who want to invest in an Austrian company, AT:OMV is a vertically-integrated oil and gas company that has assured investors that the dividend will be paid in May (4.8% yield as of today).
    Mar 2, 2015. 04:44 AM | Likes Like |Link to Comment
  • Why Turkey May Be The Best Emerging Growth Story (And 3 Ways To Play It) [View article]
    great article! I was recently in Turkey and agree with your insights and conclusions. They say that the time to buy is when other's are fearful- I took this opportunity to by shares of TUR.
    Sep 12, 2013. 03:55 AM | Likes Like |Link to Comment
  • NYSE Margin Debt Just Shy Of New All-Time High In July [View article]
    can someone explain whether there is any relationship between margin debt and QE. in other words, does the expanding monetary base encourage and/or support higher levels of margin debt?
    Sep 3, 2013. 04:11 AM | Likes Like |Link to Comment
  • Statoil Unleashing Value For Shareholders [View article]
    I'm long Statoil and think that the Norway elections (Sept. 9) can be a positive catalyst not only for Statoil but also for the Norwegian Krone (which is oversold). The reason being, it looks like the more conservative parties may form a government and have more business friendly policies.
    Aug 27, 2013. 10:11 AM | 3 Likes Like |Link to Comment
  • Growth, Yield And Potential As A Takeover Target: The Husky Energy Trifecta [View article]
    well, what is your take on Hutchison Whampoa's (HUWHY.PK) stake in Husky. Does it preclude a takeover? thanks for your comment!
    Aug 23, 2013. 03:43 AM | 1 Like Like |Link to Comment
  • Hindenburg Omen Flickers Again On Tuesday [View article]
    with margin debt at record levels and in combination with the hindenburg omen, I'm feeling quite bearish.
    Aug 15, 2013. 05:09 AM | Likes Like |Link to Comment
  • Cooperman re-enters Apple, also a fan of Qualcomm and Sprint [View news story]
    glad to see i'm not the only one!
    Aug 15, 2013. 05:04 AM | Likes Like |Link to Comment
  • The S&P 500 At A Crossroads - Time To Buy Or Sell? [View article]
    "be fearful when others are greedy"

    the margin debt makes me think greed is back. However, with the global money supply multiplied, what's the new normal for margin debt? can margin debt double or triple the previous records??
    Aug 9, 2013. 01:46 PM | 2 Likes Like |Link to Comment
  • Deja Vu On Margin Debt - 2013 Repeats 1999 & 2007? [View article]
    the margin debt argument for an upcoming market correction has me up at nights - but can someone please tell me:

    how high can margin debt go now that central banks around the world have multiplied the money supply???
    Aug 9, 2013. 01:06 PM | Likes Like |Link to Comment
  • Ubiquiti Networks: The Story Continues To Improve [View article]
    fantastic call with UBNT!
    Aug 8, 2013. 04:25 PM | Likes Like |Link to Comment
  • Intel's Profitability Has Depended On The Wintel Franchise For A Very Long Time [View article]
    interesting article and i think you provide valuable insights, but i still find the bull case for intel more compelling. my personal view is that the world is still becoming more and more computerized and simply put, demand for processors will rise.
    Aug 7, 2013. 04:59 AM | 4 Likes Like |Link to Comment
  • A Little Reminder Of What Happened In 1999 [View article]
    Facebook (FB) looks set to be the next company 'propelled to the moon and back'
    Aug 6, 2013. 03:25 AM | Likes Like |Link to Comment