theoilyboy

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    • Wed Oct 15th 04:21 AM | Rating: 0 0
      Commented on:
      China: What Comes After the Olympics?
      Sorry, never went back to this article.

      Can I help answer any more questions on China's mobile networks? Apologies as I did not mean to be rude.
      Jason
      View article »
    • Mon Sep 29th 00:24 AM | Rating: 0 0
      Commented on:
      Emerging Markets Ready to Re-emerge - Barron's
      my best strategy over the past few months.... do exactly the opposite of what Barrons said. Gonna stock up on more EEV based on this latest Barron 'insight'
      View article »
    • Tue Aug 26th 00:21 AM | Rating: 0 0
      Commented on:
      China: What Comes After the Olympics?
      The shutdown of factories and industry around Beijing for the Olympics remain in effect until after the paralympic games which have not even yet begun. Whatever impairment to GDP and industry caused by the shutdown will continue until the end of September.

      I live in Beijing.
      View article »
    • Sun Aug 24th 23:43 PM | Rating: 0 0
      Commented on:
      Hedge Fund Manager's Notebook: Lehman, Korea, and 3 Uranium Plays
      The penis seems the safest investment of anything listed above. Especially AAA paper.

      Anyone want to go in half on a used penis?
      View article »
    • Fri Jul 25th 01:31 AM | Rating: 0 0
      Commented on:
      Potash Corp. Earns $2.82, a 220% Increase
      why does POT not raise its dividend?
      View article »
    • Fri Jul 11th 00:00 AM | Rating: 0 0
      Commented on:
      You Can't Solve the World's Problems with Your Portfolio
      How could anybody be in anything but double short EFT's now like SKF or SRS? Why is it so hard to believe that things are going to get bad before they get better? There is so much trash to clean up.
      View article »
    • Thu Jul 10th 23:52 PM | Rating: 0 0
      Commented on:
      Chart of the Day: Anatomy of a Bear Market
      Great article. Nice way to look at it. Thanks.
      View article »
    • Thu Jul 10th 00:46 AM | Rating: 0 0
      Commented on:
      Q1 Earnings 'Triple Plays'
      Time of day for reporting numbers... Before open or After market close.
      View article »
    • Thu Jun 19th 00:40 AM | Rating: 0 0
      Commented on:
      Chinese Revaluation: Be Careful What You Wish For
      I thought this was an interesting article. Thanks.
      View article »
    • Mon May 12th 00:27 AM | Rating: 0 0
      Commented on:
      SunPower Buy Opportunity?
      Jack,
      Appreciate your continuous comments on this sector on this site. Your appear well researched and clearly state your ideas - and your positions.
      Thanks.
      View article »
    • Mon May 12th 00:21 AM | Rating: 0 0
      Commented on:
      Choosing the Best Industry ETFs
      When in doubt, go with big companies? I thought you chose ETF's in frontier areas like CleanTEch so you get upside exposure to a multitude of smaller companies but you don't risk putting all your eggs in one basket should one fail?

      Also, if I wanted large cap oil service company exposure, I would just buy SLB, BHI and HAL directly. Why choose an oil service ETF to get these guys?

      I guess I don't get it.
      View article »
    • Mon May 5th 20:26 PM | Rating: 0 0
      Commented on:
      China Stocks: April Was Kind
      Kraken,
      I appreciate your comments but I have a few questions

      -if the US and Europe are in recession, won't that free up FDI to go where there is growth, ie China?

      - 20% exports can easily be sucked up into domestic China or re-routed to other growing Asian economies. This might also have the effect of reducing domestic Chinese inflation as well

      -The US economy is growing at <1% and companies are still growing. Good companies are growing at significantly better than 10%. China's economy is is growing at >10%, what type of growth rate would you expect is reasonable for Chinese companies serving a domestic China consumer (BIDU, SOHU, LFC, COGO, CTRP, CHL, FMCN, EDU, etc)?

      - Infinity is a very long time, but can't good companies grow at 10% for a very long time? Or could they at least grow long enough to make good investments for long term investors not to mention short term traders?

      - If safety is your objective, go to TIPS

      I am not trying to be flippant, but where else can you find compelling growth opportunities in real companies serving a strong growth environment?
      View article »
    • Tue Apr 8th 20:49 PM | Rating: 0 0
      Commented on:
      Wall Street Breakfast: Must-Know News
      This is such an old and broken record.

      People whining while drive hummers and wishing oil prices go back to $20 bbls.

      People buying bottled water for $5 and $4 cups of coffee.

      People shut off drilling in areas based on 1970's era technology for environmental protection.

      People arguing out one side of their mouth about free markets, yet wanting windfall taxes on petro companies and gov't intervention in oil markets.


      Give it a rest. Accept that your choices have consequences.

      Walk or Ride a Bike.

      But please just stop whining.
      View article »
    • Thu Apr 3rd 22:44 PM | Rating: 0 0
      Commented on:
      Opening Foreign Brokerage Accounts Is a Silly Idea
      I think you don't give people credit enough.

      Speculators are stupid enough to lose large amounts of money in the US and are fully capable of losing that money abroad.

      Investors can make money all across the globe and just because they aren't in the 'investment community' doesn't mean they aren't capable of discerning information that gives them an insight to exploit and profit from.

      The difference these days is they can invest and profit without middle men who profit whether the investor wins or loses.

      IMO, seems like the usual Wall St. arrogance.
      View article »
    • Mon Mar 10th 05:50 AM | Rating: 0 0
      Commented on:
      Profiting from Apache Corp.: Enjoy the Ride, Utilize Trailing Stops
      The story with Apache is more global than most analyst think. Apache has been pegged as a one trick GOM pony when in reality they have recently made finds in other places and continue to develop global reserves. Egypt and Argentina are doing well, and Australia in particular has made some significant finds.

      The problem with Apache these past two years was that it historically has been a deal making company and very good at it. This comes from being founded in the 50's by bankers looking for tax shelters and finding there was actual money in the oil business. They would take sub-economic properties from the big guys (Shell and especially BP) and then monetize the reserves better. With oil prices high and valuations very high, they couldn't make these kinds of deals anymore and wisely had the financial discipline to not overpay. In fact, they sold some properties at great prices (China unit sold to Roc Oil). They were even castigated for not making deals by these same analysts.

      With nat gas prices high, the stock is moving along with its peers, but I would argue its peer group is not really just the GOM guys and this growth in stock is overdue and justified.

      Thanks for the article.
      View article »
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