Comments on Value Investor's articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/value-investor/articles http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-569807 569807 Wed, 01 Jul 2009 09:56:37 -0400 http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-568745 568745 Tue, 30 Jun 2009 13:56:52 -0400 http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-568597 568597 Tue, 30 Jun 2009 12:39:44 -0400 http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-568211 568211 Tue, 30 Jun 2009 09:23:51 -0400 www.forums.signonsandi...

to view a partial list of FBI agents arrested for pedophilia see
www.dallasnews.com/for...
]]> http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-568201 568201 Tue, 30 Jun 2009 09:19:26 -0400 www.forums.signonsandi...

to view a partial list of FBI agents arrested for pedophilia see
www.dallasnews.com/for...
]]> http://seekingalpha.com/article/146191-5-prison-pointers-for-bernie-madoff?source=feed#comment-568143 568143 Tue, 30 Jun 2009 08:56:17 -0400 http://seekingalpha.com/article/134153-it-will-be-hard-for-banks-to-get-back-to-square-one?source=feed#comment-484359 484359 Thu, 30 Apr 2009 13:43:59 -0400 http://seekingalpha.com/article/133226-us-airways-buffetts-biggest-mistake?source=feed#comment-479113 479113 Mon, 27 Apr 2009 10:55:09 -0400
Matt - SFO]]> http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-401306 401306 Tue, 24 Feb 2009 09:56:41 -0500 http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-375587 375587 Wed, 04 Feb 2009 11:56:27 -0500 http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-371507 371507 Fri, 30 Jan 2009 16:36:07 -0500
They are having a hard time getting cheap Argentine gas to their Chilean plant - a problem that doesn't look like it's going away any time soon, and they are competing with 2 Middle Eastern mega plants that just came online.]]> http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-360531 360531 Tue, 20 Jan 2009 01:45:18 -0500 http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-360482 360482 Mon, 19 Jan 2009 23:13:19 -0500 IT IS A SOLVENT AND COULD BE USED TO POWER A HYDROGEN CAR. SOME BRIGHT GUY MAY BE ABLE TO COMPARE THE VIABILITY OF IT AS A COMPARATIVE FUEL.
BUT IT IS LOW ON THE POLE AS A FUEL TO AMERICA.
dIEGOJAMES
PORTER RANCH, CALIFORNIA]]> http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-360049 360049 Mon, 19 Jan 2009 13:49:49 -0500
On the negative side, you state "Methanex is likely to report negative results for the year." I am not sure how you got to this conclusion, but keep in mind that although methanol is commodity product, Methanex is the dominant producer - 60% worldwide market share. They are also the lowest cost producer. These two things mean that they will never be operating at a loss - all other competitors will shut down before they do, and they themselves can shut down as many plants as necessary to balance supply and demand. In any case, noone ever would operate a methanol plant at a loss.

So, in all, an operating loss for the year 2009 is possible, but only if the price collapse is accompanied by volume collapse of 50-60% - something i think is impossible gives current world 2009 GDP projections.]]> http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-359657 359657 jack]]> Mon, 19 Jan 2009 09:06:45 -0500
methanol is an excellent combustion-turbine fuel & can be converted to high octane gasoline using the MobilMTG process.
> jack]]> http://seekingalpha.com/article/115308-methanex-worth-another-look?source=feed#comment-359510 359510 Mon, 19 Jan 2009 03:59:44 -0500
The company's fortunes, or misfortune, lies with the price of methanol, a commodity used in the petrochemical industry.]]> http://seekingalpha.com/article/112556-new-u-s-presidents-and-the-market?source=feed#comment-341367 341367 Is there a point here, or is there just a blog quota that needs to > be met?]]> Tue, 30 Dec 2008 09:57:52 -0500

On Dec 30 08:04 AM nutty buddy wrote:

> Is there a point here, or is there just a blog quota that needs to
> be met?]]> http://seekingalpha.com/article/112556-new-u-s-presidents-and-the-market?source=feed#comment-341215 341215 Tue, 30 Dec 2008 08:04:35 -0500 http://seekingalpha.com/article/111039-graham-vs-greenblatt-part-2-buy-america-and-buy-big?source=feed#comment-332297 332297 Wed, 17 Dec 2008 14:15:15 -0500 Your point about audience I think may be a very valid consideration. One gets the feel that the editor may have run wild a bit with the book and removed a lot of the typical considerations (like researching a stock!) any intelligent investor would do.
]]> http://seekingalpha.com/article/111039-graham-vs-greenblatt-part-2-buy-america-and-buy-big?source=feed#comment-332295 332295 Wed, 17 Dec 2008 14:13:24 -0500 Your point about audience I think may be a very valid consideration. One gets the feel that the editor may have run wild a bit with the book and removed a lot of the typical considerations (like researching a stock!) any intelligent investor would do as a means to appeal to the greater masses.
]]> http://seekingalpha.com/article/111039-graham-vs-greenblatt-part-2-buy-america-and-buy-big?source=feed#comment-331976 331976 Wed, 17 Dec 2008 10:36:25 -0500
Graham, however, had a completely different audience. Graham’s audience was more professional in nature, and didn’t have the easy access to stock screeners that the internet provides. Investing back them required more effort. Thus Graham expected a different type of investor who would fully research a stock, and not just buy what popped up on his screener. Because of this, Graham felt that a good investor could venture into the microcap, foreign, and financials/utilities without being misled.
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