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  • 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
  • Dividend Progress Report: November 2009 [View article]
    In 2011 dividends will be taxed at the full income tax rate. That is a doubling of tax for most of us. I see/hear no movement to lobby against this unfair double taxation. How is it going to affect dividend stocks in 2nd half 2010? Is corporate going to change dividend policy?
    It would make sense
    .
    Dec 13 22:19 pm |Rating: +1 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
  • 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
  • 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
  • Taseko Mines: Copper Mega-Growth Story, Par Excellence [View article]
    I don't understand the volatility in this stock. Who is running it up and down 20% and more in a weeks time? I met w. mgmt. several times in mining conferences and am impressed - good story. I am a LT holder and buyer under $3.80
    Feb 20 00:48 am |Rating: +1 0 |Link to Comment
  • 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
  • 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
  • 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
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