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    • Sun Nov 2nd 22:48 PM | Rating: 0 0
      Commented on:
      Good News for Long-Term Potash Investors
      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.
      View article »
    • Sat Nov 1st 01:39 AM | Rating: 0 0
      Commented on:
      Three Favorite Mining Investments
      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.
      View article »
    • Tue Aug 26th 13:09 PM | Rating: 0 0
      Commented on:
      A-Power Energy Earnings/Guidance Remain in Line, Wind Business on Track
      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.
      View article »
    • Tue Jul 29th 12:12 PM | Rating: 0 0
      Commented on:
      Beyond Petrobras: Value and Growth in the 'Other' South American Oil Companies
      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.
      View article »
    • Wed Jul 16th 00:33 AM | Rating: 0 0
      Commented on:
      Is This Financial Armageddon or the Greatest Buying Opportunity Since 2002?
      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.
      View article »
    • Sun Jul 13th 17:38 PM | Rating: 0 0
      Commented on:
      Qualcomm and Jacobs Engineering Added to Goldman Sachs Conviction Buy List
      Is there any info. about Qalcom chips being considered for the planned Google PDA to confront Apple? Should be an interesting battle next year.
      View article »
    • Sun Jul 13th 17:32 PM | Rating: 0 0
      Commented on:
      Qualcomm and Jacobs Engineering Added to Goldman Sachs Conviction Buy List
      I've been in and out of Qualcom for years and made tons of money in it. However - multiple ongoing lawsuits, very generous option grants and consequent insider sales can get on one's nerves and wallet. I consider buying at this point again for the next technical advance in the making. Appreciate the info about the GS recommendation.
      View article »
    • Thu Jul 3rd 15:51 PM | Rating: 0 0
      Commented on:
      Starbucks Wakes Up, Smells the Coffee
      Is it wise to base ones investment on 'historical metrics'?
      I visit SBUX stores 5x a week and only lately am always first in line.
      I have not seen any changes in atmosphere, offerings and other things that Schultz needs to correct. I think it might well become a 'has been'. I am now switching to a smart local outfit and am happier for it.
      View article »
    • Thu Jul 3rd 15:40 PM | Rating: 0 0
      Commented on:
      The One-Dimensional Thesis Investing Pitfall
      Sounds very commonsensical. But that is exactly what's missing in most commentaries in SA. Appreciate the reminder. Unfortunately this posting does not provide specifics.
      View article »
    • Thu Jul 3rd 14:53 PM | Rating: 0 0
      Commented on:
      Junior Mining Companies Primed for Big Gains
      Good point. I wish the author would share with us some specific company picks. A list of companies stating their reserves, stage of development, financial condition would be great. The problem I find with juniors is transperancy. The old saying 'A mine is a hole in the ground with a liar on top' still holds true, unfortunatly.
      View article »
    • Wed Jun 18th 13:59 PM | Rating: 0 0
      Commented on:
      CF Industries: A Fertilizer Company That Doesn't Stink
      The hype in fert stocks is scary. However, of the three plant nutrients PNK, K=potassium is the most important and maybe the least abundant.
      BHP and Anglo established huge land leases in Sasketchewan and are buying all they can get. See offer to buy Anglo for C$ 8.15. Anglo was trading at C$ 2.50 a few months ago. I am accumulating API -T on pull backs. They have large tracts in the potash sweet spot of Sask. adjacent to producing mines. There will be updated resource etimates this summer and a pre-feasibility study engaged in late 2008. Problem is the stock keeps running to fast. (C$4.75 end of March 08 - now C$ 9) Estimated NAV is presently C$ 9.50 to C$ 14 according to 'Genuity' and 'National Bank Financial'. Developing a mine as we all know takes 5-7 years and several billion $. They should have no problem finding a money partner or a suitor.
      View article »
    • Wed Jun 11th 23:03 PM | Rating: 0 0
      Commented on:
      Transocean: Drilling For Profits
      All these positive comments are scary in its unison. One big storm wiping out an entire rig and killing the crew will take the stock below 100. This is a tough/risky business. Thanks to 'Thinking Ahead' for pointing out their commitment to training and human reserve development. I am a holder of rig for the past 2 yrs. and do not plan to sell anytime soon. But always - beware!
      View article »
    • Thu May 8th 15:09 PM | Rating: 0 0
      Commented on:
      Oilsands Quest: What's in a Name?
      The commentaries are worth more (better) than the articel.
      Look at their cash position and figure how long they will last.
      View article »
    • Tue Apr 29th 00:51 AM | Rating: 0 0
      Commented on:
      5 Reasons to Buy Holly Corporation
      Good articel by Rosenman. How and when the political ramifications will play out with ethanol is an unknown. It'll probably take more food riots and chaos.
      To wheels 14 I'd say: Go and tell a starving mob that you burn tons of corn in your SUV to go sight seeing - you'll get lynched/exterminated.
      View article »
    • Mon Apr 21st 03:12 AM | Rating: 0 0
      Commented on:
      Insider Trends in the Financial Sector
      In my experience insider buying is a treacherous indicator that needs a lot of verification and deeper digging. Look at TMA. Chairman and CEO bought millions of shares at $20 just before it tanked to now $ 1.50, etc. etc. - Funny - Rahmatulla quotes the biggest banks with the least visibility/disclosures... I am with Wilbur Ross who publicly stated he is looking for small banks with a strong and growing cheap depositor base.
      View article »
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