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goblue5876

goblue5876
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  • Doubling Down On Inflation [View article]
    Nobody expected inflation in the 1970s either.
    Sep 30 01:27 PM | 2 Likes Like |Link to Comment
  • Crescent Point Energy Has It All: Quality, Growth And Income [View article]
    The dividend is monthly (did you write that?) and you get hit with the absurd (come on Canada!) 15% dividend tax -- which you can recover if you pay federal US taxes. This is a great company which is also traded on the NYSE -- although the volume is about 1/10 those traded in Toronto. CPG people told me you can sell its stock on the NYSE even if you bought it in Toronto (which charges me more). With the US dollar strong, these Canadian companies are even cheaper.
    Sep 29 12:47 PM | 1 Like Like |Link to Comment
  • A Global Growth Slowdown? [View article]
    L & H Industrial is an American company which makes big parts like draglines and other mining equipment. They are more than doubling the size of the division in Tempe, Arizona, USA. I would post a picture here if I could of their plant expansion. That tells me a lot more mining will occur.
    Sep 15 01:17 AM | Likes Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    Four months on and it has not happened. You should never post again, sir.
    Sep 3 01:52 AM | 3 Likes Like |Link to Comment
  • SeaDrill: A Great Buying Opportunity In A High-Yielding Stock [View article]
    Buffet chooses companies with so-called economic moats. These companies have none.
    Sep 3 12:55 AM | 1 Like Like |Link to Comment
  • SeaDrill: A Great Buying Opportunity In A High-Yielding Stock [View article]
    I'll add prosafe.com, which I own. This is how good $ is made: buy good companies when the analysts hate them.
    Sep 2 11:59 PM | Likes Like |Link to Comment
  • What Middle East Tensions Mean For Oil Prices And Equity Portfolios [View article]
    RK is the best: very high knowledge and concise.
    Aug 15 02:53 PM | 1 Like Like |Link to Comment
  • Why Buy Caterpillar In A Market Downturn? [View article]
    "The Caterpillar Way" is a book written by Bouchard & Koch last fall. They call CAT the best company in the world to own long-term. I own CAT but if I did not I would put in 1/3 of my position today and buy 1/3 more every time it went down 5% more.
    Aug 8 01:13 PM | Likes Like |Link to Comment
  • Is It Time To Prepare For Inflation? [View article]
    Energy pipelines' (MLPs, LPs) earnings and stock prices have not been tested by high inflation like the 1970s. Roger Conrad (Energy & Income Advisor) or Josh Peters (Morningstar) needs to write about this issue. Maybe Mr. Koesterich will? His company is certainly large enough to research this question.
    Jul 17 07:05 PM | 1 Like Like |Link to Comment
  • Linn Energy: Get Ready For Another Hedgeye Short Attack [View article]
    Take this down, please. I am sick of reading it on my listing 2 months AFTER! Everyone read it and it has not happened so you do not know what you are talking about.
    Jun 30 01:34 PM | 1 Like Like |Link to Comment
  • Kinder Morgan: Sitting In The Liquefaction Catbird Seat [View article]
    Those four names are all very good.
    Jun 23 12:26 PM | Likes Like |Link to Comment
  • Altera: A Semiconductor Catch-Up Play Long In The Making [View article]
    Finally, a recommendation that has not already risen 35% of more. Thank you.
    Jun 16 09:17 AM | Likes Like |Link to Comment
  • General Electric: The Past Is Always Tense, The Future Perfect [View article]
    Our new president (after BO) will roll back all the fascist mandates of the man who is allowing the Middle East to go up in flames.
    Jun 15 07:25 PM | Likes Like |Link to Comment
  • Memorial Production Partners: 10% Yield Play With Insider Buying [View article]
    People always write about high-flying stocks! Please tell me before they go up 20%!
    Jun 15 07:23 PM | 1 Like Like |Link to Comment
  • Coach: A Long-Term Investment Opportunity In A Good-Yielding Stock [View article]
    Buy more if you are a true believer in the company. This is a rare company.
    Jun 12 03:32 PM | 1 Like Like |Link to Comment
COMMENTS STATS
139 Comments
80 Likes