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  • Where To Find Yield In February  [View article]
    Respectfully disagree with Bret on the hotel space. Hotel development is getting approved faster than ever. Easy money at low interest seems to be available again. While there is some trying to fake the competition, new applications are at all time highs in many markets. Lodging is a highly cyclical business - many developers will sing the Blues again next year. Agreed, Chatham has lined up the best brands in its portfolio, it came out of the lodging depression relative well.
    Another caveat might be the strong dollar going forward.

    Feb 2, 2015. 10:04 PM | Likes Like |Link to Comment
  • Valero Now Belongs In An Income And Value Portfolio  [View article]
    They will choke on the oil glut and don't know what to do with all the gasoline and kerosene, while we are still importing gasoline. Figure it out - I am staying clear, waiting for the insanity to find a bottom.
    Jan 25, 2015. 03:29 PM | 2 Likes Like |Link to Comment
  • Possible Market-Moving Events Week Of Oct 27-Oct 31, 2014  [View article]
    A big yawn!
    Oct 28, 2014. 01:22 PM | 1 Like Like |Link to Comment
  • Yes Virginia, The Market Can Go Down - Part I  [View article]
    Did you notice the large insider sales at GILD lately?
    Also CLMT has been a wild ride, probably to late to get off now. Thx for your help
    Sep 25, 2014. 01:28 PM | Likes Like |Link to Comment
  • Yes Virginia, The Market Can Go Down - Part I  [View article]
    Thx. for the posting. I subscribe to your Small Cap Gems and have been following you for years. Have you noticed the large insider sales in GILD lately?
    Also CLMT has been a very wild ride lately, any comments? Thx. again for sharing. What a guy!
    Sep 25, 2014. 01:13 PM | Likes Like |Link to Comment
  • Avoid Stocks With Large Buyback Programs - They May Bite Back  [View article]
    Finally, somebody spelling out in simple language the truth about buybacks and their LT consequences. Thank You very much, SIR
    Mar 28, 2014. 03:24 PM | 1 Like Like |Link to Comment
  • Silver And Gold Miners For The Price Of A Lottery Ticket  [View article]
    Find it xtremely difficult to make money in the mining sector and now understand when Warren Buffett once said he would not invest in commodity dependent equities. Supply/demand seems unpredictable and changes on a dime or a rumor constantly. Long Term we're going to be dead, while living I need more predictable outcomes.
    Sorry to be long AE, AUY, GG and NEM suffering losses of 30 to 60% and I thought I was buying bargains in 2012/early 2013.
    Jan 16, 2014. 12:38 PM | Likes Like |Link to Comment
  • Is It [Low D]?  [View article]
    Funny, maybe - but it leaves Warren Buffett out in the cold altogether!
    Dec 19, 2013. 10:16 AM | Likes Like |Link to Comment
  • Invest With Smart Money And Management That Has Previously Rewarded Investors: Western Copper And Gold  [View article]
    You mention Russ Beaty as the former owner of the Casino project. If it is such a promising prospective mine, why would RB sell and become a minority holder? He is one of the smartest guys in the mining business
    Oct 18, 2013. 12:55 AM | Likes Like |Link to Comment
  • Upstream Your Portfolio With 5 E&P MLPs Yielding 10%  [View article]
    Very informative. Thank You. I've been investing in the sector for years. My concern now is: to many unqualified entities are pushing into the MLP sector. The Government will see a huge loss of tax revenue and intervene. Ala Canada in earlier years. All MLP's were disallowed and took a huge hit up to 80% on the exchanges.
    Also institutional money is increasing its stake, a warning sign for me. It is hard to exit the space after accumulating large gains due to the tax consequences. So, stay with it and let the heirs worry about it (easy to say at my age)
    Aug 1, 2013. 04:33 PM | Likes Like |Link to Comment
  • Two Eagle Ford Stars  [View article]
    I read all your articles. They are short, to the point, timely, relevant. am a long time fan of yours.
    One concern: when do you sell, where are the sell recommendations?
    Apr 2, 2013. 02:24 PM | 2 Likes Like |Link to Comment
  • Will Genworth Financial Triple?  [View article]
    Bought their long term care insurance 10 yrs. ago. Now filing a claim due to xtreme sickness convinced me the insurance is totally worthless should you ever need it. Thieves, Gangsters comes to mind. Exhausting and frustrating when you are unable to move on your own. I could not trust those people ever again.
    Mar 14, 2013. 12:50 AM | 2 Likes Like |Link to Comment
  • Natural Resources Investor Sprott Resource Corp. Is Now A Big-Time Dividend Play  [View article]
    Bought the IPO at C$ 2.50 and sold part at around $ 4. Dead money for the past 2yrs. is right. There were several unexplained short duration spikes early 2012 up to 4.70.
    The unexpected dividend announcement should stabilize price movements if nothing else. Smart mgmt. and asset mix, however I am never totally comfortable with this holding. Lack of timely info and lots of trading going on makes NAV hard to determine.
    Jan 10, 2013. 05:27 PM | Likes Like |Link to Comment
  • Crash Alert: A Toxic Mix Of Events Heading Into 2013  [View article]
    I remember the times you were talking about specific investments like the Canadion energy trusts, MLP's etc. I followed you and made some good trades. It was fun. Now you are just trying to predict the future. Shouldn't we just stay with the facts and develop some good trades from it? Sorry I'll have to quit following. Simply don't have the time for this macro economic stuff.
    'Erstens kommt es anders, zweitens als man denkt' my grandma used to say. Smart woman.
    Nov 18, 2012. 07:06 PM | 1 Like Like |Link to Comment
  • Restaurant Stocks Offer A Mixed Menu  [View article]
    Cracker Barrel Chairman, Mr. Woodhouse just sold 63.5m shares = 20% of his holdings. Not a good sign.
    Oct 26, 2012. 11:47 PM | 1 Like Like |Link to Comment