ockham

Rohm and Haas: What It's Worth

ThunderBolt,

Thanks for the taking the time to read and comment on our article but I assure you we have no interest in doing Dow's bidding. It seems clear to us that the acquisition was made prior to the market meltdown and thus looks increasingly expensive to Dow. Even a ROH shareholder would have to agree.

As for our research appearing in Dow Jones, I am not sure what that has to do with Dow Chemical. The confusion of one Dow for another Dow leads me to "DOW-t" your intentions.

Many thanks to User for the kind words as well, I do appreciate them!


On Feb 13 03:13 PM UserThunderBolt wrote:

> It is shameful to see "research companies" (and I am taking liberties
> is using that term) doing Dow's bidding to talk down the M&A
> price. I wouldn't be the least bit surprised to see your "analysis"
> picked up by Dow Jones or Reuters.

Invest Now with a Keen Eye and Be Regarded a Genius for Decades

Todd,

I appreciate your article and have become a fan of your straight-forward writing. I like many of the other that have commented agree with your assessment of oil and its prospects in the near future. The geopolitical risks that you speak of, IMO, only become more intense as the price of oil drops...the "wackos" as you call them only become more wacko as their economies are running in the red.

Question: I have been closely watching DXO for a few weeks now, and I have noticed a troubling trend. The double long oil is NOT tracking the price of crude very accurately at all. There are even days were oil futures are down and the ETF is up. Thus far, the tracking errors have only been to DXO investors advantage, at least that I have notice.

Is this a cause for concern? Could you shed any light on what is going on here?