Niksurfs's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/117050/comments http://seekingalpha.com/article/173684-meredith-whitney-i-haven-t-been-this-bearish-in-a-year?source=feed#comment-764171 764171
Interesting and accurate are the Roubini comments about major carry trades using US currency and how the banks and brokerages are back in the casino pissing away TARP money. The fact that there are few fundamentals to sustain these equity prices does not seem to bother them, that is the prop here. They have our money and are speculating on stocks and commodities, who will be the last one out of the room when the dollar rebounds.

Nouriel Roubini - definetely worth a read.]]> Tue, 17 Nov 2009 14:31:20 -0500
Interesting and accurate are the Roubini comments about major carry trades using US currency and how the banks and brokerages are back in the casino pissing away TARP money. The fact that there are few fundamentals to sustain these equity prices does not seem to bother them, that is the prop here. They have our money and are speculating on stocks and commodities, who will be the last one out of the room when the dollar rebounds.

Nouriel Roubini - definetely worth a read.]]> http://seekingalpha.com/article/172931-national-oilwell-varco-right-industry-at-the-right-time?source=feed#comment-759502 759502 Outstanding management team, product development group and razor sharp marketing. They have a large base of patented devices that are proprietary and many of those products are used by over 90% of the drillers.

One to two years from now buying at this level and below will have be classified as a smart buy.

I don't work there just a big fan and a happy shareholder
]]> Fri, 13 Nov 2009 19:12:16 -0500 Outstanding management team, product development group and razor sharp marketing. They have a large base of patented devices that are proprietary and many of those products are used by over 90% of the drillers.

One to two years from now buying at this level and below will have be classified as a smart buy.

I don't work there just a big fan and a happy shareholder
]]> http://seekingalpha.com/article/149209-are-gld-and-slv-legitimate-investment-vehicles?source=feed#comment-590788 590788
Thank You! for your research, diligence and terrific amplification of this important issue, you are a credit to the investing community.]]> Thu, 16 Jul 2009 14:10:03 -0400
Thank You! for your research, diligence and terrific amplification of this important issue, you are a credit to the investing community.]]> http://seekingalpha.com/article/82755-wuxi-partners-with-covance-on-contract-research-services-in-china?source=feed#comment-196836 196836 Tue, 01 Jul 2008 18:14:40 -0400 http://seekingalpha.com/article/81813-these-three-deep-sea-drillers-look-like-a-bargain?source=feed#comment-187799 187799 I also have a large psoition in NOV which I have cultivated over time, I would submit they would be a good addition to any services portfolio, they are a key player in all the rig players supply chain.
]]> Wed, 18 Jun 2008 12:56:14 -0400 I also have a large psoition in NOV which I have cultivated over time, I would submit they would be a good addition to any services portfolio, they are a key player in all the rig players supply chain.
]]> http://seekingalpha.com/article/72069-china-biotech-week-in-review-news-on-all-fronts?source=feed#comment-150465 150465
WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others which need to develop a fatter pipeline of products need the same economy of scale for R&D.

Despite lofty valuations, I am confident this is a long term hold with great potential. I have a healthy position about to get larger at these prices. I recently bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

Niksurfs ]]> Mon, 14 Apr 2008 12:15:00 -0400
WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others which need to develop a fatter pipeline of products need the same economy of scale for R&D.

Despite lofty valuations, I am confident this is a long term hold with great potential. I have a healthy position about to get larger at these prices. I recently bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

Niksurfs ]]> http://seekingalpha.com/article/68528-wuxi-pharmatech-beats-estimates-should-see-upside?source=feed#comment-150461 150461
WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others wihich need to develop a fatter pipeline of products need the same economy of scale for R&D.

Despite lofty valuations, I am confident this is a long term hold with great potential. I too have a healthy position about to get larger at these prices. I recentlt bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

Niksurfs ]]> Mon, 14 Apr 2008 12:13:04 -0400
WX is building more and new facilties Wyeth will increase CRO outsourcing from 25% to 30%, Pfizer and others wihich need to develop a fatter pipeline of products need the same economy of scale for R&D.

Despite lofty valuations, I am confident this is a long term hold with great potential. I too have a healthy position about to get larger at these prices. I recentlt bought trading shares and cashed them in on the last dip. The break below 19 gives us another opportunity.

Niksurfs ]]> http://seekingalpha.com/article/69332-the-bear-market-strikes-back?source=feed#comment-129492 129492 I can't help but wonder what that point of capitulation would look like_ a major one day 1,000 point crash_could that be the sign. From these levels that would shake Confidence and damage us for quite a while.

I too have positions noted above and frankly the NOV story really has me puzzled.
]]> Thu, 20 Mar 2008 17:03:29 -0400 I can't help but wonder what that point of capitulation would look like_ a major one day 1,000 point crash_could that be the sign. From these levels that would shake Confidence and damage us for quite a while.

I too have positions noted above and frankly the NOV story really has me puzzled.
]]> http://seekingalpha.com/article/58881-commodity-super-cycle-ready-to-rumble-in-2008?source=feed#comment-108331 108331 By the by, prior to reading this article I took a position in JJA, I now will look hard at increasing my exposure as your commentary and analysis has confirmed my investment thesis. Again thanks for the thought provoking and extensive research and due diligence.

Niksurfs]]> Fri, 04 Jan 2008 18:36:17 -0500 By the by, prior to reading this article I took a position in JJA, I now will look hard at increasing my exposure as your commentary and analysis has confirmed my investment thesis. Again thanks for the thought provoking and extensive research and due diligence.

Niksurfs]]> http://seekingalpha.com/article/51414-national-oilwell-varco-will-thrive-where-crude-is-hard-to-find?source=feed#comment-99872 99872
The fact is we also have a serious international security issue with Mid East tensions as well. But I digress, your figures are on point and this is a cheap growth stock with backlog at 2 years ($8B) on the books as we speak.

I like being there when the thundering herd comes at us, glad to be in a position and building it ahead of that curve.

Best to you and great work,
Niksurfs]]> Fri, 26 Oct 2007 01:16:39 -0400
The fact is we also have a serious international security issue with Mid East tensions as well. But I digress, your figures are on point and this is a cheap growth stock with backlog at 2 years ($8B) on the books as we speak.

I like being there when the thundering herd comes at us, glad to be in a position and building it ahead of that curve.

Best to you and great work,
Niksurfs]]>