Rinascimento

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  • The Game Changer: Saudi Arabia And Oil  [View article]
    Up to $150 B USD are being unfrozen as part of the deal; isn't that enough cash?
    Jan 2, 2016. 01:10 AM | Likes Like |Link to Comment
  • The Game Changer: Saudi Arabia And Oil  [View article]
    Last paragraph

    Hard to believe that SWIFT did not catch the transactions and the US not impose penalties for breaking sanctions unless transactions were done in gold
    Jan 2, 2016. 01:02 AM | Likes Like |Link to Comment
  • The Game Changer: Saudi Arabia And Oil  [View article]
    Reagan did it to the Soviet Union, not Russia, with its huge military-industrial complex; the roles are reversed today, don't you think so? US has bases closer to Russian borders and 18 T USD debt while Russia has about 20% (??) of GDP.
    Jan 2, 2016. 12:30 AM | 1 Like Like |Link to Comment
  • The Game Changer: Saudi Arabia And Oil  [View article]
    46

    Our big Texas oil wells production went down; why not SA wells? how much money SA has spent on exploration and has a new oil deposit being found to replace existing ones? I haven't heard of any big discoveries; since the oil majors were kicked out in the 70s, there is no way of auditing or verifying their claims of 60 years supply
    Jan 2, 2016. 12:18 AM | 1 Like Like |Link to Comment
  • The Game Changer: Saudi Arabia And Oil  [View article]
    Ben

    Why would Russia invade SA? Russia has enough oil; a couple cruise missiles fired from the Caspian Sea to SA for sponsoring terrorism will suffice
    Jan 2, 2016. 12:00 AM | Likes Like |Link to Comment
  • The Game Changer: Saudi Arabia And Oil  [View article]
    @ Karl

    Russian people are not blaming Putin for its economic difficulties but the West with its sanctions on mother Russia; lower rubles mean lower expenses and cheaper exports
    Jan 1, 2016. 11:52 PM | 2 Likes Like |Link to Comment
  • I Hate To Say It, But I Sold Half Of My Coca-Cola  [View article]
    Placebo

    ".........access to state of the art financial data"; somebody has to decide if the data is noise or a signal and someone has to have scoring criteria for a stock; damn I did not know I could use engineering in the stock market;
    very looong MO and PM; I used to pay attention to articles about MO ad PM on SA but mostly noise
    Happy New Year and happy investing in 2016
    Dec 31, 2015. 08:55 PM | 1 Like Like |Link to Comment
  • Energy stocks see more pain after EIA data arrives  [View news story]
    Bee

    Thank you for reply and details on API and EIA; if I am going to be wrong I want have a big margin of safety; long on XOM and CVX and I figure if both get in trouble, the US has real trouble; like investor Jim Rogers said that somebody should never short oil because of its depletion, investors shorting it must have deep pockets
    Good luck to oil investors and Happy New Year to all
    Dec 30, 2015. 08:20 PM | 2 Likes Like |Link to Comment
  • Philip Morris International: Should You Expect A Dividend Raise In 2016?  [View article]
    I suggest minimal raise the div but paying down some debt
    Dec 30, 2015. 05:48 PM | 5 Likes Like |Link to Comment
  • Energy stocks see more pain after EIA data arrives  [View news story]
    001

    I agree with you about these inventory numbers being all made just for political noise; remember in 07-08 financial crisis when the real estate entities were reporting increasing sales even when housing bubble was imploding and the same entities had to revise their numbers back down up to 3 years; is there anybody auditing any of such numbers?
    Dec 30, 2015. 02:41 PM | 2 Likes Like |Link to Comment
  • Deep In The Chinese Economy, Bad Loans Trade On Alibaba  [View article]
    BW

    The US financial crisis with the subprime mortgages of 08-09 caused world economy and trade to collapse and forced China to take such steps as you describe to bail out world trade; to blame China is unfair; how much did it cost the US taxpayers for the banks bailout? a few trillions? what about the backdoor bailout that the US Fed did secretly? 16T USD? this does not include all the lawsuits because of the junk mortgages bond; let's add up all the costs to see who is worst off
    Dec 30, 2015. 10:16 AM | Likes Like |Link to Comment
  • AT&T: A Review Of The Company's FCF Metrics And Increasing Debt Balance  [View article]
    WG

    Corporations' debt interest used to be tax deductible $ for $ and I am not aware it has changed, this should be part of analysis
    Dec 29, 2015. 08:35 PM | Likes Like |Link to Comment
  • What Could Pull Up Altria's Sales?  [View article]
    Al

    sorry to hear about your family hard times and wish the best; yes, I believe all data/information is biased because somebody is trying to sell something
    Have a Happy New Year and consider myself lucky
    Dec 29, 2015. 08:10 PM | 1 Like Like |Link to Comment
  • Just How Risky Is Exxon At $77?  [View article]
    Alessandro

    Grazie per l'articolo su XOM; long on XOM; we'll see if Russia and Iran decides to send the crude oil price down to $30 to hurt Saudi Arabia even more; interesting times we living in

    Buon Natale e capodanno
    Dec 23, 2015. 08:04 PM | 4 Likes Like |Link to Comment
  • Altria: As Simple As It Gets  [View article]
    Thank you for the article; I have been with MO for over a decade and up by several hundred % with divs reinvested; I only kept PM from the spin offs; if a stock split becomes true with BUD, I will be looking at a 1000% within sight in 2 or 3 years.
    People have more spending with lower gasoline prices and if MO is able to make a deal for Cuban cigars now that we are talking to Cuba, both of these factors will increase valuation even more, imo.
    Long MO and PM
    Dec 22, 2015. 06:17 PM | 2 Likes Like |Link to Comment
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