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  • 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.

    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
  • 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
  • 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
    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
  • Polticial QuickChat 4: Oct, 23, 2012 [View instapost]
    I think Romney realizes he simply misspoke. Medicare and SS put many of us in that 47%, and I think most are for Romney.

    I take issue with the BO commercial that says Romney "attacked" that 47%. "Attack," to me, means to hurt or threaten, and since this was a private talk, it's hard to see that we were. Using the word "attack" had to leave a negative impression about Romney -- either consciously or subconsciously. That and the commercial that asked if it was fair that Romney paid a lower tax percentage than the rest of us (class warfare) really irked me! Being in Fla., we saw a lot of commercials that most people didn't see.
    Nov 6 09:16 AM | 4 Likes Like |Link to Comment
  • Polticial QuickChat 3: Sept, 7, 2012 [View instapost]
    Didn't help Romney when the moderator was doing fact checking on him during the debate. In the Rose Garden, apparently BO did use "terror" or "terrorism," but that wasn't directly related to Benghazi. Anyway, after that they were still saying it was a reaction to that YouTube movie -- not a planned attack on the consulate. Looks like Romney's point was valid.
    Oct 17 12:04 PM | 4 Likes Like |Link to Comment
  • REE/Strategic Minerals Concentrator, November 14, 2011 [View instapost]
    Acronyms and 2 or more letters that are nothing more than initials -- not acronyms. An "acronym" is supposed to be a pronounceable word like radar, Nato, etc.
    Nov 23 09:52 AM | 4 Likes Like |Link to Comment
  • Voxeljet - Printing Red Flags In All Dimensions [View article]
    I'll bet the shorters have made a lot of money in the last few days. They scared me into selling at a small profit.

    I'll also bet that when the dust settles, VJET will be regarded as a viable company but one of the riskier 3D stocks in the short term. The scare was probably over-done.
    Nov 21 05:51 PM | 3 Likes Like |Link to Comment