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Dogbert

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  • Morgan Stanley, Rosneft scrap sale of oil unit [View news story]
    Morgan Stanley... Cutting and Running from long-term tank and tanker storage Leases !
    Dec 22, 2014. 11:42 AM | Likes Like |Link to Comment
  • Oil And Gas Stocks: Buy When People Are Fearful [View article]
    Everyone.... overlooked ?
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contract for 2013 and 2014 has been extended to 2023.

    Dec 17, 2014: "AK Steel expects above-consensus earnings, 37% more shipments in Q4. AKS says it expects shipments to jump 37% Q/Q to 2M tons in the current quarter from ~1.46M shipped in Q3, helped by acquisitions and strong demand from the auto industry.

    Mesabi Trust supplies most of the iron ore to Cliffs. The Great Lakes I. O. Market is insulated from "China Seabourn iron ore" CIF pricing from Australia and Brazil.
    Dec 20, 2014. 11:32 AM | Likes Like |Link to Comment
  • Update: Questioning Credit Suisse's $1 Price Target For Cliffs Natural Resources [View article]
    Cliffs stock rose Friday 12/17, because....
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contact for 2013 and 2014 has been extended to 2023.

    Dec 17, 2014: "AK Steel expects above-consensus earnings, 37% more shipments in Q4. AKS says it expects shipments to jump 37% Q/Q to 2M tons in the current quarter from ~1.46M shipped in Q3, helped by acquisitions and strong demand from the auto industry.

    Mesabi Trust supplies most of the iron ore to Cliffs. The Great Lakes I. O. Market is insulated from "China Seabourn iron ore" pricing from Australia and Brazil IOPEC big boys.
    Dec 20, 2014. 10:49 AM | Likes Like |Link to Comment
  • BHP Billiton: When Iron Ore Miners Act Like They're OPEC [View article]
    BHP, RIO, and VALE...... " Are Now: the IOPEC of China Iron Ore!

    However, the U. S. Great Lakes I. O. Market is somewhat insulated from China CIF pricing.
    Dec 20, 2014. 10:43 AM | Likes Like |Link to Comment
  • Cliffs Natural Resources: Time To Be Bearish Again? [View article]
    Aug 2013: Cliffs Great Lakes iron ore pellet sales to AK Steel under Long Term contact for 2013 and 2014 has been extended to 2023.

    Dec 17, 2014: "AK Steel expects above-consensus earnings, 37% more shipments in Q4. AKS says it expects shipments to jump 37% Q/Q to 2M tons in the current quarter from ~1.46M shipped in Q3, helped by acquisitions and strong demand from the auto industry.

    Mesabi Trust supplies most of the iron ore to Cliffs. The Great Lakes I. O. Market is insulated from "China Seabourn iron ore" pricing from Australia and Brazil.
    Dec 20, 2014. 10:34 AM | Likes Like |Link to Comment
  • Deflation Now? If So, Cash Is No Longer Trash: Discussion And Implications [View article]
    You cannot eat Dollars, but you can rent a house for income.
    Dec 17, 2014. 03:04 PM | Likes Like |Link to Comment
  • Massive rate hike fails to halt ruble's slide [View news story]
    "Oil and natural gas sales accounted for 68% of Russia’s total exports in 2013" !

    Oil and natural gas activities make up a large portion of Russia's federal budget. According to the Ministry of Finance, 50% of Russia's federal budget revenue in 2013 came from mineral extraction taxes and export customs duties on oil and natural gas."

    http://1.usa.gov/1wbTmJe
    Dec 16, 2014. 10:37 AM | 1 Like Like |Link to Comment
  • Deflation Now? If So, Cash Is No Longer Trash: Discussion And Implications [View article]
    Mortgage Loans @ 4 percent and residential rental properties, better than Bonds.
    Dec 16, 2014. 10:35 AM | 1 Like Like |Link to Comment
  • Update: Cliffs Natural Resources May Give Up On Bloom Lake [View article]
    Closing of Great Northern Iron Trust on April 15 will significantly Reduce Great Lakes Iron Ore Supply..... To the Benefit of Cliffs and Mesabi Trust !
    Nov 21, 2014. 10:22 AM | Likes Like |Link to Comment
  • Update: Cliffs Natural Resources May Give Up On Bloom Lake [View article]
    Mesabi will benefit from Cliffs' greater attention and G Lakes IO Dominance.
    As a "cost-advantaged mine"..... production should increase with possible additional new copper recovery venture.
    Nov 21, 2014. 10:14 AM | Likes Like |Link to Comment
  • Pacific Ethanol: 'We've Only Just Begun' [View article]
    Sugar cane ethanol .... is the only long-term competitive ethanol.

    All-year growth in warm climates, self-generated, No new seed planting with a diesel tractor, no fumigation, no fertilizer, and bagasse-fueled boiler reduction.
    Mar 31, 2014. 08:34 AM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    And.... Republicans... ^always have better things to do than enlist.^.
    Sep 10, 2013. 10:50 AM | 3 Likes Like |Link to Comment
  • Cliffs Natural Resources Inc. and United Steelworkers Reach New Labor Agreement for Bloom Lake Mine in Quebec [View article]
    Let's Get To Work !
    Aug 30, 2013. 10:50 AM | Likes Like |Link to Comment
  • Largest ADP jobs gain of 2013 [View news story]
    "The New Economy", thanks to NAFTA, and Larry Summers', Robert Rubin's Glass Steagall.....
    Jul 31, 2013. 09:02 AM | Likes Like |Link to Comment
  • How To Be Protected Before The Next Market Crash [View article]
    The Only Market Neutral portfolio...... is CASH and ETFs !

    What happens if you wake up on Monday, and Europe is Down 10 %?

    By the time U. S. opens, S&P is already Down 10 % and you will not catch that "Falling Knife"! No small Investor should be in Market now.
    Apr 7, 2013. 06:26 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
22 Comments
15 Likes