boden11's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/121609/comments http://seekingalpha.com/article/172299-today-in-commodities-strength-vs-dollar-weakness?source=feed#comment-753195 753195
Is this just the next bubble? A combination of nowhere for money to go and a hedge against the USD?]]> Mon, 09 Nov 2009 19:50:26 -0500
Is this just the next bubble? A combination of nowhere for money to go and a hedge against the USD?]]> http://seekingalpha.com/article/55149-watch-out-a-correction-in-oil-is-coming?source=feed#comment-103005 103005
While I too believe some correction-- >10% and more likely 15-20%+ is in the cards for crude prices (most likely shortly after 100 is breached) this methodology is flawed. DIG's largest holdings are the big oil companies which have underperformed lately. This underperformance is due to poorer margins relating to refinery and other operations. Not all oil companies will continue to kick butt as the price of oil soars. IE--I own some Oil & Gas Royalty Trusts which will often hedge prices with all sorts of derivatives. In order to put a floor under them in case oil drops they often have to put a ceiling on profits as well. I know that this example relates to Royalty Trusts and not big oil, but the point is that companies that make money in the oil market don't move tick-for-tick with the price of crude.

It would be interesting to back-test this method with more data...anyone?]]> Sun, 25 Nov 2007 01:53:42 -0500
While I too believe some correction-- >10% and more likely 15-20%+ is in the cards for crude prices (most likely shortly after 100 is breached) this methodology is flawed. DIG's largest holdings are the big oil companies which have underperformed lately. This underperformance is due to poorer margins relating to refinery and other operations. Not all oil companies will continue to kick butt as the price of oil soars. IE--I own some Oil & Gas Royalty Trusts which will often hedge prices with all sorts of derivatives. In order to put a floor under them in case oil drops they often have to put a ceiling on profits as well. I know that this example relates to Royalty Trusts and not big oil, but the point is that companies that make money in the oil market don't move tick-for-tick with the price of crude.

It would be interesting to back-test this method with more data...anyone?]]> http://seekingalpha.com/article/51932-nintendo-why-not-raise-prices?source=feed#comment-101504 101504 Fri, 09 Nov 2007 20:49:42 -0500 http://seekingalpha.com/article/53614-killing-off-the-original-xbox-a-big-microsoft-mistake?source=feed#comment-101489 101489
The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.]]> Fri, 09 Nov 2007 17:56:43 -0500
The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.]]> http://seekingalpha.com/article/53614-killing-off-the-original-xbox-a-big-microsoft-mistake?source=feed#comment-101488 101488
The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.]]> Fri, 09 Nov 2007 17:56:40 -0500
The PS3 is *NOT* suffering because of the PS2, the PS3 is suffering because of the PS3. Expensive, launched late, multiple SKUs--4 difft hard drive choices, some with no backwards compatibility, continued Sony arrogance (next gen starts when we say so). Microsoft killed off the Xbox early so it could focus on the next-generation and gain a large foothold in the next-gen (this gen) race. I guarantee you Microsoft will walk away from this Christmas a big winner while Sony continues to suck air. BTW: PS3 sales are WORSE than Gamecube sales to give you an idea.]]>