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  • Master Limited Partnerships for Your Portfolio: Three Key Questions and Answers [View article]
    My question is, what happens after all capital is returned to investors?
    or after the reserves, in case of natural resources as example, are depleted?
    Aug 30 14:24 pm |Rating: 0 0 |Link to Comment
  • Hotel REITs: The Most Contrarian Idea I Have [View article]
    Your timing could not be worse. Hotels are one of the most over leveraged classes of RE. Hotel Reits overpaid during the boom years by 50 to 100% of NAV. Not sustainable. Watch out below. RevPar still declining throughout the sector. Demand/Supply way out of balance.
    No 'b lood in the streets' yet. But it'll come.
    May 08 00:38 am |Rating: +1 0 |Link to Comment
  • 10 Highest Paid CEOs for 2008: Unbelievable [View article]
    The BOD's are the problem. Look at their compensation. It's easy to see they are being bribed. Shareholders are a flock of dumb sheep.
    Maybe some daytrader opportunists or some minority manupilators. How long can this system last? I'm searching for alternatives. Any suggestions?
    May 05 22:52 pm |Rating: +1 -2 |Link to Comment
  • 12 Stocks with Lots of Cash [View article]
    My question would be 'What are they going to do with that cash?
    If there is no viable business plan and capable management it probably will be squandered or remains dead capital. However you have to respect somebody with a large cash hoard in these difficult times. Needs a lot of research.
    Apr 16 13:38 pm |Rating: +5 0 |Link to Comment
  • Was the Global Equities Crash Related to Obama's Election? [View article]
    Definetly more serious/dangerous than the subprime crises. Many leading economists tell you that he is to timid, not spending enough. Only much more leveraging will stop the problem.
    Should we ever come to 20% unemployment like in the 30's it will not be soup lines but machine guns, killing and looting. I fear this time it'l be literally 'blood in the streets'.
    What can we 'commoners' do about it right now? Unfortunately I don't
    know.
    Mar 01 22:31 pm |Rating: +1 -1 |Link to Comment
  • Dividends 2009: Trust But Verify [View article]
    "All bets are off" - but we are still betting. Just a bad habit we can't shake? Interesting times
    Feb 09 18:46 pm |Rating: 0 0 |Link to Comment
  • The Volcker Effect: Making Markets Feel Good [View article]
    Interesting observation. Volcker looks like Obama's bodygard with his grim look and hands in pocket in all photo-ops. I don't understand and still don't believe a man of his stature and accomplishments would lend himself to be used. His resignation would not be a surprise. The markets will tank.
    Feb 09 18:34 pm |Rating: +1 -1 |Link to Comment
  • U.S. Dollar: The Trade of the Decade  [View article]
    'In-lay the wings of the eagle with gold and see how high he will fly'
    EVERY ONE is bearish on the dollar. There are no contrarians.
    If everybody believes.......... ?
    Dec 18 14:13 pm |Rating: 0 0 |Link to Comment
  • Give Me Three Reasons to Stay in This Market [View article]
    Great comments by johnbee. There is, however some entertainment value in this game with better odds than Las Vegas. Losses of 50+% also builds character if you allow it to do so.
    There is a recent book by Anthony Crescenzi "Investing from the Top down"
    I find helpful. Not all Analysts/Strategists are blowhards.
    Dec 09 14:19 pm |Rating: 0 0 |Link to Comment
  • My Take on Year End Investing  [View article]
    I do not like the tax consequences concerning MLP's and the like. How are the dividends and/or capital gains of a closed end fund like KYE or TYG
    being taxed? Can you enlighten? Thx.
    Dec 09 13:53 pm |Rating: 0 0 |Link to Comment
  • Good News for Long-Term Potash Investors [View article]
    As an investor in the Ag sector I do consider these comments timely, interesting and valuable. Some demand/supply charts with forecasts of course would enhance the articel.
    Nov 02 22:48 pm |Rating: 0 0 |Link to Comment
  • Three Favorite Mining Investments  [View article]
    Anglo American paid $10 to 12 for NAK for a 50% interest, so did BHP for a 10% interest. NAK finally put a powerful Alaskan Politico in charge. This will speed up the project. I owned it for several years. Sold half at around $ 10
    The proper size of this huge elephant is still not known, since drilling continues and the feasibility study not expected complete till 2010 I believe. Patience and time is needed. Heavy buying this week lifted the stock 50+%
    May be a good trading vehicel for now with huge potential much later.
    Nov 01 01:39 am |Rating: 0 0 |Link to Comment
  • A-Power Energy Earnings/Guidance Remain in Line, Wind Business on Track [View article]
    Mark, Thank you very much for the update. You're doing an incredible job in sharing your research and alertness. I do have a starting position in APWR and consider doubling up at todays low price. Where else do you get a pure play like this. I am also impressed with their licensing of advanced German technologies.
    Aug 26 13:09 pm |Rating: 0 0 |Link to Comment
  • Beyond Petrobras: Value and Growth in the 'Other' South American Oil Companies [View article]
    Thanks for the info. While I own BPZ for some time I was not aware of GTE and PEG. Now, if we only knew the price of oil and gas for the next year or two. Predictions are of an over supply. There are more wells being drilled than ever, especially gas wells. Demand destruction is obvious and alternatives are off to the races. I don't think our govt. will allow deflation to happen - maybe heavy taxation of E&G and substitution of various alternatives. I consider this to be a treacherous time for O&G investments at best.
    Jul 29 12:12 pm |Rating: 0 0 |Link to Comment
  • Is This Financial Armageddon or the Greatest Buying Opportunity Since 2002? [View article]
    Totally useless and very dangerous posting because of the conclusion/recommendat... to diversify. I totally agree with goldenhinde and intend to sharpen my skills to accomplish his return.
    People have to eat, millions of Chinese need to be employed, the body needs water to survive etc. etc. - back to basics and common sense may even beat Wall Street's whichcraft yet.
    I am only up 21% YTD but I'm learning and enjoy the show.
    Jul 16 00:33 am |Rating: 0 0 |Link to Comment
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