fxtrader07

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    • Mon Feb 4th 06:42 AM | Rating: 0 0
      Commented on:
      Silver Wheaton Faces Possible Share Sale by Goldcorp
      as it turns out gg is actually selling its 48% stake at a discount of about 10% . and it looks strange that they sell the entire 48% at this price (keeping 10-15% certainly would have been possible and still had gg allowed to raise plenty of cash)
      the entire deal does not bode well for slw, as gg , among other purposes, wants to rtire some debt from the proceeds.
      onbviously, they think slw may rise less than the 6, 7 or 8% interest they pay on these debts.
      disclosure: sold my slw-position after GG's announcement
      View article »
    • Mon Feb 4th 06:35 AM | Rating: 0 0
      Commented on:
      Goldcorp's Sale of Silver Wheaton Interest Reduces Future Equity Needs
      selling slw, partly to retire old debt? that is probably bad news for slw shareholders. what interest does gg pay on these debts? 8%? 10%? or even less? (they have credit facilities (revolving and bridge loans) at libor plus 0.625/+1.125% !)
      obviously they think holding slw will yiield less than the interest paid on these debt facilities.
      makes one wonder whether bad news is about to hit slw.
      if, in turn, slw continues to achieve growing profits and if their shareprise continues to rise at the rate of the past 12 months then GG's mgmt would look foolish, to say the least and might face some very tough qestions by shareholders and analysts
      View article »
    • Sat Feb 2nd 11:36 AM | Rating: 0 0
      Commented on:
      Microsoft Takeover Bid for Yahoo!
      yahoo is not down because of recession or fears thereof.
      it's down because it is falling more and more behind google.
      and nothing is to be seen that can stop this.
      msft greatly overpays for a loser who is in decline for the past 6years.
      if yahoo's shareholders or bod reject the deal they are simply stupid
      View article »
    • Fri Feb 1st 16:46 PM | Rating: 0 0
      Commented on:
      MBIA: Triumph of the Technocrats?
      MBIA's mgmt couldn't envisage a scenario of making losses at all less than a year ago. Longs better not take to much comfort in what MBI's mgmt says. back then they might have been simply blind and ignorant; these days they have, in addition, every incentive to cover up, hide and talk their book. Like ackman or dislike him but it seems he has a much more in-depth knowledge of MBIA and its vulnerabilities than even MBIA's senior mgmt.may it be that he was busy studying MBIA's risk exposure while mgmt was busy calculating their future bonusses? i wonder
      View article »
    • Mon Jan 21st 11:24 AM | Rating: 0 0
      Commented on:
      It's Ugly Out There. What's Washington Waiting For?
      has it occured to anyone that Wallstreet is in fact deliberately trying to force the fed to huge rate cuts and the White House to a huge stimulus package? As a matter of fact the big investment banks have quite a command over stock prices. they can drive them up buying on margin, via hedge funds run by them, via futures. they can as well hammer them with endless short selling, naked shorting, futures selling. the hedge funds out there are heavily short adding to the pressure but many of them are run by or advised by the big wallstreet houses.
      so unless you are convinced that things have gotten out of control (which i doubt at this stage) one could assume that stock prices are getting hammered with an agenda here. After all, the bigger the rate cuts and the faster, the more money do the WS houses make (or the less they lose). In the long run, of course, main street will pay an even higher price.
      With the bearish case (recession, credit collapse, dollar crash, liquidity crtunch, subprime, housing collapse etc.) all over the media i keep wondering whether the sky is really falling (already?) or whther this is not the setting up for a giant bear trap. current stock prices after all, by and large reflect expectations of a severe recession lasting at least 18-24 months and dragging the world massively down with it.
      I just don't see it yet and i don't buy it. imho selected beaten down stocks in selected sectors are way safer an investment here than bonds
      View article »
    • Thu Jan 17th 11:03 AM | Rating: 0 0
      Commented on:
      Earnings Power vs. Investor Sentiment
      just to remark: railroads have been around for centuries now. you suggest they may be replaced soon. may i ask: by what other new means of bulk transportation? any suggestion?
      just curious since you sound a bit as the death of railroads is just around the corner (just by a few decades)
      View article »
    • Wed Jan 16th 06:57 AM | Rating: 0 0
      Commented on:
      LDK Solar: Not Worth the Risk
      in short the author states: "I hate LDK, though i do not know anything about the company - and both is never going to change, come what may."

      it's one of the growing numbers of absolutely useless and extremely poorly written articles on seekingalpha that is solely transporting a very biased opinion which is based on zero facts and zero research and investigation. the girl obviously didn't even remotely try to look into the matter.
      if it weren't published on seeking alpha one would think it was just one of the myriad daily yahoo message board crap postings
      View article »
    • Tue Jan 15th 06:28 AM | Rating: 0 0
      Commented on:
      The Fed Will Stop at 3.5%
      to ever higher levels any new fed chairman after bernanke will be installed with the clear task to inflate his way out of any problems. Make no mistake, bernanke might target inflation in his talk at times but in his actions you will not find any reflection of that. Greenspan perfected this and bernanke will follow suit.
      rather than at 3,5% interest rates may in fact be dropped well below 2% before they start rising again.
      View article »
    • Tue Jan 15th 06:24 AM | Rating: 0 0
      Commented on:
      The Fed Will Stop at 3.5%
      Bernanke an "inflation hawk"?? Are you kidding me?? he has been one of the most outspoken fed-chairmen in history when it comes to use the printing press to avoid a deflation and/or recession at any cost!
      That he didn't lower rates more aggressively so far (as Easy Al certainly would already have done) was in all likelihood more due to his ivory-tower origin and his inability to grasp the turue extent of the unfolding crisis rather than him being determined to "fight inflation". Alas, Paul Volcker was the last fed chairman doing so - and with the government debts rising
      View article »
    • Thu Jan 10th 06:18 AM | Rating: 0 0
      Commented on:
      Mark Cuban, Is the Stock Market Still for Suckers?
      Cuban proofs the point that it neither takes common sense nor intelligence to get rich. sometimes, all it takes is opportunity - plain luck to be at the right place at the right time.
      Those who are not that lucky could make up through work and saving. yes, saving. but not by buying t-bills, long-term, but instead fundamentally sound companies paying consitents dividens or reinvesting their profits wisely.
      anybody talking of "risk-adjusted&qu... superoir profits thorugh t-bills as compared to stocks should please, define the risks first. For both investments - and all of the risks involved.
      View article »
    • Thu Dec 13th 11:40 AM | Rating: 0 0
      Commented on:
      Calling a North American Palladium Bottom
      Mark, i am not questioning your numbers, because it doesn't matter in this case. i question your interpretation. if mgmt intentionally produced a managed loss only to do a secondary offering at depresed prices thereafter, it's pretty much irrelevant whether they did follow accounting rules. It still is fraudulent behaviour, at least it is not trustworthy. So, tell me please, where in your due diligence process is trustworthiness of mgmt ranked? does it play a role at all?
      how can you be sure that they do this kind of "trick" not again and again, effectively taking away all your money?
      in short: How can you make a bull case out of that? Don't you really see the huge disconnect in your story??
      View article »
    • Thu Dec 13th 08:52 AM | Rating: 0 0
      Commented on:
      SubPrime Crisis Offers Opportunities in Small Banks
      i second User 127562 here. They may not be directly involved in subprime - but many companies that got punished by the market or even saw their businesses collapse were not. look nor further than fmd.
      however, a lot of loans with land as collateral will get in big trouble and i may ask, what are regional banks lending on, from a collateral point of view?
      think that land prices will recover anytime soon? better think twice.
      RBs may very well go up substantially again, but risks are way higher than your artcle suggests
      View article »
    • Thu Dec 13th 08:47 AM | Rating: 0 0
      Commented on:
      Tom Brown’s School Days
      this is a prime example of bad "journalism" and how an article should never be written.
      well, it's not even an article it's just , well, garbage.

      at your age, Greg newton, you ought to know better
      View article »
    • Thu Dec 13th 08:44 AM | Rating: 0 0
      Commented on:
      Two Reasons To Buy Sallie Mae Before Everybody Else Does
      now, you could re-write your article on sllie simply using the bear-case closed article that you wrote on fmd and just exchange fmd for slm.
      hm, how would that sound.?
      i appreciate short articles, but not articles like the wo mentioned, that are simply short on substance.
      View article »
    • Thu Dec 13th 08:41 AM | Rating: 0 0
      Commented on:
      First Marblehead's Demise Effectively Closes the Bear Case
      ???
      so effectively, you state that the bears made money and the bulls sit on losses (on paper, at least)
      what else of wisdom from your side??
      View article »
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