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Vartu

Vartu
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  • When Elephants Fight, Ants Perish - Exxon Mobil, Seadrill And EU/USA Sanctions [View article]
    It's carrot and stick to get Putin to get "his troops" out of the conflict w/ Ukraine. The Soviet Union collapsed in 1991, Russia has no right to bully its neighbors just because it was the biggest part of the Soviet Union.

    Don't forget that Russia would be in deeply serious trouble if they didn't have oil and gas. They need that revenue. Little other industry, a shrinking population that is less than half of the size of the US population. Their deal w/ China helps them, but China would love to acquire some of that land that Russia owns -- China's population is expanding, unlike Russia's, potential friction.

    BTW, somebody pointed out that Bermuda is not a country and the UK is in charge of their foreign affairs, and the UK is in the EU.

    If it helps Ukraine, I can withstand a drop in SDRL and NADL for a while. I'm not selling, and I may even buy more.
    Sep 15 09:03 AM | 6 Likes Like |Link to Comment
  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    Russia needs the money from selling its oil and gas. Sanctions aren't fun, but neither is allowing Putin to control Ukraine. After Ukraine, the Baltics? Poland?
    Sep 12 01:01 PM | 6 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, Dec. 7,2012 [View instapost]
    Lynas, MCP and others get mentioned in today's FT. Interestingly, you can read the whole article on CNN International's website. The title of the FT version points out that the article is about the heavies. Lynas doesn't get credit for its HREEs.

    http://bit.ly/VmjHxK

    Two excerpts:
    "Molycorp and Lynas look set to satisfy demand for light elements, with room for a third operator, such as Canada's Iamgold."

    "But analysts point to Quest's Strange Lake project in Quebec, as well as projects run by Tasman Metals in Sweden, Matamec Explorations and Avalon Rare Metals in Canada and Alkane Resources in Australia, as those nearest to going in to production of heavy rare earths."
    Dec 31 08:39 AM | 6 Likes Like |Link to Comment
  • Seadrill Angers EU With Rosneft Deal, New Sanctions May Hurt [View article]
    This has to come to a conclusion. If the Russian troops are, indeed, withdrawn, perhaps this will wind down. Remember that Putin has always said that his troops were not in Ukraine, so he doesn't lose face if they have left. He can say he has brokered peace between the separatists and Kiev. If the sanctions are reduced and eventually ended, SDRL and NADL will really move up.
    Sep 12 10:50 AM | 5 Likes Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    Since ARR has been joined by NLY, MTGE and AGNC in reducing dividends, it looks as though the sector in general is finding difficulty navigating the current interest rate environment. Will ARR perform any better or worse than the others? At least, with DRIP, my lower dividends are buying lower priced shares that will appreciate when things finally settle down.
    Sep 20 12:53 PM | 5 Likes Like |Link to Comment
  • "We're going to patent it all," Steve Jobs declared in '06 after Apple (AAPL) paid $100M to settle an IP suit. The result would be a huge patent portfolio Apple is now wielding against rivals amidst complaints many patents cover obvious and/or existing software concepts. Apple's "unified search" patent was rejected in '04, with an examiner calling it "an obvious variation" on existing ideas. It would be rejected 8 more times before getting approved last year, and then successfully used against Samsung. [View news story]
    When the Google CEO sits on Apple's board and then Google comes up with the copy-catting Android OS that they give away for free to Apple's competitors, Apple should do everything in its power to stop them.
    Oct 8 10:15 PM | 5 Likes Like |Link to Comment
  • GT Advanced Technologies - Short Interest Drops, But Does It Matter Now? [View article]
    But these "nauseating articles" trigger valuable discussion that would be difficult to find anywhere else.
    Sep 11 05:43 PM | 4 Likes Like |Link to Comment
  • Armour Residential Snatches Defeat From The Jaws Of Victory [View article]
    Hmmm! If you go to The Street, Cramer's website, the article written about a week before NLY, ARR, AGNC, etc. cut their dividends, is entitled "Hold These Top 3 Hold-Rated Dividend Stocks Today: BMR, ARR, EEP."

    Forensic accountant? Nice try. Lady Di!
    Sep 22 08:47 AM | 4 Likes Like |Link to Comment
  • Linn Effectively Admits To Misleading Investors And Announces Key Accounting Changes [View article]
    A more positive POV at http://bit.ly/1a6IfCM
    Sep 19 09:04 AM | 4 Likes Like |Link to Comment
  • Annaly Capital: Several Cautionary Catalysts To Consider Before Establishing A Position [View article]
    But how about those of us who established positions months ago when the Fed's promise of low rates for years made us think we were okay?

    As NLY, AGNC, MTG and others adjust to the new realities, won't share prices regain what they lost? Granted, it won't happen overnight, but at least we will be getting low-priced shares via DRIP while we wait.
    Aug 19 08:48 AM | 4 Likes Like |Link to Comment
  • High Yield Names For Every Situation [View article]
    "The company (Linn) is currently under investigation by the SEC," but it really is the much less serious sounding "informal inquiry." Several very recent upgrades on the stock since Linn voluntarily announced the inquiry.
    Jul 8 03:17 PM | 4 Likes Like |Link to Comment
  • Linn Energy: Many Ponzi-Like MLP Blow-Ups To Follow [View article]
    The "investigation?" I think you mean the informal inquiry.
    Jul 5 02:47 PM | 4 Likes Like |Link to Comment
  • Avoid Armour Residential [View article]
    With articles like these driving the share price down, the interest rate ATM is over 15% which will bring in new investors and drive the share price back up.
    Mar 14 12:24 PM | 4 Likes Like |Link to Comment
  • Why Malaysia Will Underperform Against Southeast Asian Neighbors [View article]
    Aha, even now for political purposes, some continue to distort the truth even though Lynas has gone to great pains to adhere to all local and international requirements.

    How could Lynas build a $600+ million plant in secret?
    Dec 18 09:24 PM | 4 Likes Like |Link to Comment
  • Polticial QuickChat 4: Oct, 23, 2012 [View instapost]
    A lower tax rate for capital gains may be fair (encourages investment) or grossly unfair, but Romney would have looked stupid if he had arbitrarily decided to pay higher taxes as though his income was all salary. Trying to make him look bad because of the tax code, but it is part of the anti-business sentiment growing in the US.
    Nov 7 08:37 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
156 Comments
140 Likes