Marol

Fuel Systems Solutions: More Gas Left in the Tank

I've been not-buying FSYS for a while now because it's rising so fast. At this point (eve 8/12) it's way over 50, but short position is rapidly declining and volume is very hgh. I suspect a short squeeze.

Comment on this?

8 Stocks Raising Dividends in This Tough Market

So what do you suggest?

Canadian Oil Sands, Penn West Energy Protected on the Downside

Kurt Wulff: I just looked up COSWF on Marketwatch, and for dividend it said "not applicable." I thought all royalty trusts had to have dividends?

Canadian Oil Sands, Penn West Energy Protected on the Downside

Amos Tiedeman: New laws re Can. trusts come into play in 2011 (3 yrs) but you're talking of yields staying high for 5-7 years. I don't understand -- can you explain what you mean and your reasoning? Thanks . . .

Countrywide: Potential Short Squeeze in the Offing

Mr. Arguello: Thanks for a clarifying and dignified response to some undignified comments.

Two Emerging Market Steel Plays: Mechel and Siderurgica

Umph! So where were you last week? I just sold my SID because it looked to me like it was continuing to go below the 50-day MA. I figure I could rebuy later (and may well want to), and in the meantime avoid losing all my gain. Actually, looking at your uncertainty, I guess I feel OK about the decision. I need $ for other stocks right now.

James River Coal Up 1,436% Since August

Bespoke and all:

WHY???

I own (up 300%)? Should I sell the moment it drops at all (via stop-losses -- hard because of the general swings and the coal-sector swimgs)? Or put in staged stops?

Should I buy more?

Should I keep taking profit?

So many choices, so few right . . .

Wednesday Outlook: Commodities, Emerging Markets

Mr. Fry: "As go financials so too goes most dividend models which chase “d” higher dividends and trouble." I don't understand what you mean, and it stands important -- could you say more?

(I also don't understand why -- on earth, no less -- you feel we "must" drill for more oil -- but that's another matter altogether.)

I might add that I too enjoy your graphs even if I usually don't understand them -- I find the comments useful and fun.

Investing in a Resource-Constrained World (Part III)

Re cost of living: It's taken seriously, sure, but it also greatly understates. For example, the cost of core food -- that which the poor must buy and can't do better than -- is going up really fast (as it did in the 70s). I mean beans, rice, cheese, eggs, milk, pasta, soon bread. Probably cat food (which people do eat). Energy -- that includes heat and electricity. Even in good times, some American elderly die from lack of heat. Those with NO discretionary money stop being good consumers.

Also: Over the years, "cost of living," as well as the definition of "unemployed" keep changing, so it doesn't look so bad. As for M3? No longer available. Hmm.

Finally, Mark -- you're not just betting on two metals, you're also betting on ONLY TWO SPECIFIC COMPANIES. Suppose something happens? It only takes one rotten account or practice, one angry employee, one unanticipated side effect or natural disaster, one mine mess (For example, think of LDK, think -- ? I've forgotten, Canadian mine under water). (Disclosure: I'm long SWC and adding, was long LDK, was considering the third.) Even if the value is there, the investors will be scared.

There are other companies as well, and other commodities! You're on a tightrope w no safety net -- PLEASE BE VERY CAREFUL!

Investing in a Resource-Constrained World (Part III)

If we hit a worldwide depreasion -- which I'm half-expecting -- that will include deflation. What then happens to the price of commodities, platinum, gold, energy, grain, etc.? Of course they will be relatively less of losers, but don't they lose too?

Maybe this question is too late, but there may be other informed readers.

In case there are more readers -- I learn a lot by reading both sides, esp from informed folks w clear opinions. I also appreciate seeing the sources for facts and opinions. It all helps me to decide (rightly or wrongly!)

I DO NOT appreciate it when people put others down. People are giving their best here, and if others know better, say why -- from a confident, reasonable person, that's enough!

UBS Platinum ETNs Step into the On-Deck Circle

Umm . . . I must have been really sleepy (in fact, I remember I was). For some reason I was convinced there were three offerings. But it explains why I didn't have the second set of questions to start with!

THANK YOU, 154659, for 1) answering, and 2) NOT BEING RUDE!!

UBS Platinum ETNs Step into the On-Deck Circle

Can you let us know when they do ocme out, preferably beforehand? And,
WHAT THEIR SYMBOLS ARE?

Thanks!

UBS Platinum ETNs Step into the On-Deck Circle

? It sounds like their long fund would have physical platinum, similar to GLD, and would thus likely contribute -- I have a hunch it will be popular -- to shortage and/or price rise.

Global High Income Fund Offers Up a Juicy 13.7% Yield

Interesting and careful discussion and comments.

Here's what I don't understand about dividends: Once they're paid out, it's normal for a stock/ETF/fund's value to immediately decrease by the same amount. So how do you gain from this???

Gold ETFs Get All the Attention, But What About Silver?

Thanks to all of you for what I think will be really useful information, once I figure it out. However, I'm left a bit confused.

Kosann, I like your reasoning, although I've heard a lot about finangling so it's not really being necessary to cover shorts, even under the new rjules. But by "the silver ETFs," which do you mean? And which are you particularly recommending, if any?

Deuxsous (elegant monicker, maybe I'll consider "tuppence"), which exactly are the "tax-inefficient silver ETFs" you're refering to? Isn't DBS an etf?

BTW, I own DBS and did have SLV. What's the difference, given that for now I only hold them in an IRA? (Note that I may have them in another account later, for which the tax info should be invaluable.)

I don't buy futures, but do get options sometimes, so are there any options to recommend? (I suppose LEAPS would be useful, but I don't like to tie up my cash that long.)

In considering these ETFs, I find the implications of future rollover hard to figure out. Does this modify any f your suggestions?



Mr. Lydon, I almost missed this article -- and the comments -- because I thought it was just about Silver-and-Gold (hmm, another possible monicker). As when you compose an email subject line, I'd suggest a title that somehow implied you were also discussing steel and base-metal etfs. Had given up on DBB, BTW, but I'll now recheck it.