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- Hedge Fund Tracking: Clarium Capital [view article]
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- Industrials: The New Safe Haven for Investors [view article]
- Diving Into the Water ETF [view article]
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- Jim Cramer's Mad Money Lightning Round, 1/2/08: Farewell, Wells Fargo [view article]
- Notes on the Defense Industry and Stocks [view article]
- Water: How to Quench Your Investor Thirst [view article]
- Water is the New Oil [view article]
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- Hedge Fund Tracking: Clarium Capital
- 7 Companies Raising Dividends In This Tough Market
- Opportunities in the Real Crisis: Water
- Wall Street Breakfast: Must-Know News
- Earnings Preview: ITT Corporation
- Diving Into the Water ETF
- Wall Street Breakfast: Must-Know News
- Industrials: The New Safe Haven for Investors
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alMgmt
Hedge Fund Tracking: Clarium Capital [view article]
Marketfolly,I believe we are saying the same thing here or at least seeing the same potential opportunity. Just remember, no ever buys the lows and sells the highs consistently. And if you meet someone who says they do....they're a liar. Reply
Hedge Fund Tracking: Clarium Capital [view article]
NollierCapitalManageme...my thoughts on AXP simply stem from my belief that rising consumer debt and credit card receivables will be the next "shoe to drop," stemming from the housing bubble, credit crunch, and various other headwinds facing an increasingly poorer consumer.
i agree with your thoughts though regarding their payment processing segment, as I believe that will be a great source of revenue going forward (see MA, V). Also, I think you are correct in that they have developed a strong brand. As a longer term investor, this name can make great sense.
However, looking out 6-12 months, I still feel the benefits they see from payment processing will be offset by rising delinquencies and charge-offs. I just look at them as a MA or V, but with credit exposure. And, therefore, MA and V should outperform AXP in the near-term. Longer term though, don't get me wrong, AXP does make some sense. But, why buy it now if I think I can buy it cheaper some time from now, ya know?
Thanks for the comments. Reply
Opportunities in the Real Crisis: Water [view article]
Really, what about that 3 mile long lake just created in Texas? Midwest flood plains? Seems we are in a big cycle of a hell of a lot of rain. I would agree, water purification should be a decent business in the future. Where is the real shortage being reported? In Texas near that new lake and T.Boons windfarm/nat gas plants? Speaker Nancy CheatALot seems to agree and so does CNN now reporting potential water shortage. I have a solution for everything, build teleporters send corrupt politicians to where there is lots of water on Ganymede. A whole moon full of ice and bullshit artists.On Aug 11 11:45 AM surfgrrl wrote:
> as Mark Twain said- "Whiskey is for drinking. Water is for fighting
> over."
>
> He also said, "I've seen a heap of trouble in my life and most of
> it never came to pass."
>
> I think he was right with the first statement-water is life, and
> there are so many more lives now on the planet to support-and so
> much more pollution rendering lots of the once-usable water toxic.
> I would say water purification equipment will be more and more in
> demand.
>
> Much as I would like to believe access to water is a 'right', it
> is a limited resource and therefore will be treated as any other
> commodity. And that could easily mean 'water wars' .
> Reply
Opportunities in the Real Crisis: Water [view article]
Build a teleporter or hire 500,000 Chinese... ooops, I mean American workers to build a big, long system of pipes at $6.00 an hour and no benefits.Jason
On Aug 12 06:08 PM jakedeez wrote:
> The problem with treating water itself as a commodity is that water
> is a local commodity, it is very expensive to transport water... Reply
Opportunities in the Real Crisis: Water [view article]
Hehehe. We laugh because it's funny and we laugh because it's true :)Jason
On Aug 09 07:24 AM Serge Birbrair wrote:
> iThinkBig, thanks, I fell off the chair laughing and woke up! <br/>:) Reply
ssen
Hedge Fund Tracking: Clarium Capital [view article]
Nollier,how much you made today on AXP as after 3 years you may be well long dead just as everybody else.
If one don't know to make money today,then gardening is another very engaging proposition. Reply
alMgmt
Hedge Fund Tracking: Clarium Capital [view article]
Good write up. Just curious as to why you feel AXP is a little ify here? Most people categorize AXP as a credit card company when in fact credit cards are a very some piece of their overall business. A large percentage of their revenues come from merchant fees, processing fees, i.e. closed loop network. I would argue that they are a pay card company. They also have the travel business going for them. I agree they became greedy by entering certain markets with their credit card marketing campaigns. This has caused them pain in the short term. However, this is an iconic brand that has become cheap for the first time in a long time. These scenarios happen infrequently. Those who buy or have bought AXP will be rewarded over the next three years. Yes, AXP could get cheaper but I would bet money managers would add to their positions if it occurs. Cheers! ReplyLepoff, M.D.
Hedge Fund Tracking: Clarium Capital [view article]
Very informative article. Thank you. ReplyHedge Fund Tracking: Clarium Capital [view article]
at the end of july they were up around over 45% year to date ReplyHedge Fund Tracking: Clarium Capital [view article]
How is Clarium's YTD performance? Reply7 Companies Raising Dividends In This Tough Market [view article]
WFC recently raised its dividend and has Buffett as its largest shareholder.Buy, or not to buy? Reply
7 Companies Raising Dividends In This Tough Market [view article]
Sajjad, Richie Bros are bottom feeders - they sell off assets of distressed companies or items surplus to production. Reply7 Companies Raising Dividends In This Tough Market [view article]
Enerplus (ERF) raises distribution by 12%Given the strength in commodity prices,
the performance of our operations and the health of our balance sheet, we will be increasing the monthly cash distribution to unitholders by 12% to $0.47 per unit per month effective with the September 20, 2008 cash distribution payment. Reply
7 Companies Raising Dividends In This Tough Market [view article]
who would know if anything is a smrt buy now or in the near future.its all become a game. Reply7 Companies Raising Dividends In This Tough Market [view article]
Nice, but not much help at the moment. Are there no companies that it WOULD be smart to buy at the moment? If not, how about posting another article when you can tell us about companies that we could actually buy? Thanks. Reply