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  • Sanctions And Commodity Prices Continue To Squeeze Putin And Prices Lower [View article]
    Soviet-trained Putin is repeating the Soviet model of building arms and neglecting the economy -- with the same result. Financing this lopsided business model by selling out his nation's resources did work, but only as long as commodity prices remained high.
    Aug 4, 2015. 11:08 AM | 4 Likes Like |Link to Comment
  • ALLETE misses by $0.02, beats on revenue [View news story]
    Since Obama's recent action, a utility that owns coal mines may have lost some of its attraction.
    Aug 4, 2015. 09:10 AM | Likes Like |Link to Comment
  • Emerson Reports Third Quarter 2015 Results [View article]
    "Significant weakness in China" may be the operating phrase in the above report. I remember that China's last President Hu actually made a special stop in St. Louis to sign contracts with Emerson. The current Chinese market crash therefore cannot be a good omen for Emerson's next year.
    Aug 4, 2015. 08:29 AM | Likes Like |Link to Comment
  • Retirement Strategy: Cashing In On The Oil Crash [View article]
    Getting into stocks of OIL PRODUCERS in order to lock in juicy dividends is a risky game. Dividends can be reduced or suspended as soon as the payout exceeds earnings. I prefer to look at stocks of OIL CONSUMERS that now actually benefit from cheap oil. Because all predictions of an oil price rise are just wishful thinking. There simply is too much supply. Where would the extra demand come from?
    Aug 4, 2015. 08:17 AM | 1 Like Like |Link to Comment
  • Monday Mourning - The Mandarin Meltdown Continues [View article]
    The one-dollar coin shows the picture of a loon. What else could you call it? But to call the two-dollar coin "twonie" shows a lack of imagination. They should have called it "doubloon".
    Aug 3, 2015. 08:59 PM | 3 Likes Like |Link to Comment
  • Are Shanghai And Shenzhen Broken? [View article]
    For a communist government that aims to force the entire economy into its 5-Year-Plan straightjacket, it was an incredible psychological blow to discover that their various attempts to control the crash simply failed to function. Some government-controlled funds are now buying up the losers to prop up the market, but that is just plugging one hole by ripping open another one.
    Aug 3, 2015. 08:35 PM | 3 Likes Like |Link to Comment
  • China's Dilemma: Is It 1987 Or 1929? [View article]
    A lot of inexperienced little investors had been encouraged by the government (!) to buy stocks with borrowed money. Having lost a lot of money, they won't buy a new car any time soon. VW already announced deep cuts - a direct result of the market crash. And it is not over yet.

    By the way, Dubai is just experiencing yet another real estate crash, and as Jim Chanos predicted: "China is a thousand times Dubai".
    Aug 2, 2015. 08:31 PM | 1 Like Like |Link to Comment
  • When The Fed Begins To Tighten, Quality Stocks Matter [View article]
    Excellent advice. I predict that "old-fashioned" criteria like P/E, top and bottom line, as well as payout will be considered again when stock picking. Who knows, even SA authors may no longer recommend stocks that sell at 50 or 100 times earnings.
    Aug 2, 2015. 08:15 PM | Likes Like |Link to Comment
  • Retired Investors Don't Buy Bonds Until? [View article]
    Everything depends of course on the total amount disposible for investment at the time of retirement. At that time I divided my available capital in two parts: one part consists of dividend stocks, the other of bonds. The dividends, plus other income (pension, social security) are sufficient to assure a comfortable retirement, while the bonds provide a safety cushion for the future (nursing homes, major operations, etc). Any growth on the stock side is transferred annually to the bond side, so that the stock side remains constant while the bond side keeps growing slowly.

    jalan & hank: Great suggestion. I have not tried preferreds yet, but it is an idea worth investigating. They are stocks of course, yet act like bonds. So if I should decide to buy some, I would fit them into the bond side of my portfolio.
    Aug 2, 2015. 07:50 PM | Likes Like |Link to Comment
  • Let Them Eat Spreadsheets [View article]
    Looking at quarterly reports by the dozen every day during earnings season, you get to learn the different ways companies try to disguise the bad news. Give me a simple chart clearly indicating top and bottom line. All other weird displays of ifs and buts only make me suspect they have something to hide.
    Aug 1, 2015. 12:37 PM | Likes Like |Link to Comment
  • This Time The U.S. Dollar Will Rise Much Higher [View article]
    If the dollar rises much higher, that would certainly be disastrous for exporters.
    Aug 1, 2015. 12:22 PM | 2 Likes Like |Link to Comment
  • Exxon Mobil off 1.8% premarket after lowest profit since 2009 [View news story]
    So much for Goldman's "conviction buy". Told you so.
    Jul 31, 2015. 08:51 AM | 6 Likes Like |Link to Comment
  • Keystone XL supporter says Obama will reject pipeline in August [View news story]
    Forget Obama. TRP's vast operations should be valued on current earnings and revenue, and NOT on the construction or non-construction of any hypothetical future project. Since most oil companies are now shelving future projects, TRP would probably have shelved Keystone XL anyway since it may not be needed at this time.
    Jul 31, 2015. 06:23 AM | Likes Like |Link to Comment
  • The 'Crushed' Pipeline Sector Will Be Back [View article]
    As usual when considering a group of "similar" companies, they turn out to be not the least bit similar. For example, the 5 big North American railroads, or the 5 big Canadian banks could hardly be more dissimilar. The same goes for the three big Canadian pipeline operators. If you lump them together as if they were the same, you do so at your peril. Just look at their P/E: ENB 122, PBA 38, TRP 20. Need I say more?
    Jul 30, 2015. 07:16 PM | 1 Like Like |Link to Comment
  • Am I Bearish Or Are You Just WAY Too Bullish? [View article]
    I get tired of these perennial doom sayers. Some day they will be right, of course, and then they will claim they had predicted it all along.
    Jul 30, 2015. 06:51 PM | Likes Like |Link to Comment