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RWROIG

RWROIG
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  • 10 Clean Energy Stocks For 2014 [View article]
    Tom, I was searching for some of your other articles on HASI but couldn't find any. Where should I look? I went to their web site but it's not very clear about how they get paid for their work. I got the impression that they facilitate projects. Do they take ownership positions?

    I do like your articles.
    Jan 22 01:32 AM | 2 Likes Like |Link to Comment
  • How Is Detour Gold Doing? [View article]
    As recently as 21 November Mr Panneton gave a rather upbeat conference presentation on Detour's operations and prospects. Less than a week later he leaves the company without even a fig-leaf statement about why from either the company or himself. Too conservative for the board? More likely too optimistic. Until the latter part of 2012 the company projections were for annual gold production of over 640,000 ounces of gold per year in 2014 and beyond, with perhaps half that amount in 2013. Cash costs were projected at about $850 per ounce. These estimates have been consistently degraded with each new presentation. Perhaps those institutions that own over 80% of the stock (according to the above referenced presentation) are letting the board know that they are not pleased.

    I own the stock and bought more yesterday because I can't believe those institutions are going to allow this company to go down the drain for want of tighter management.
    Nov 25 10:17 PM | 2 Likes Like |Link to Comment
  • Defending Your REIT Portfolio Against Market Folly [View article]
    Brad,
    I find your articles interesting and appreciate your effort in publicizing your views. I did notice that only two REITS on your list of "battle tested" REITS are on your list of holdings at the start of your article. My take from that is that you're not too worried about "battles" coming in the forseeable future.

    I happen to have bought some HTA recently, inspired by one of your recent articles.
    Oct 22 05:03 PM | Likes Like |Link to Comment
  • DONE-Dreon? [View article]
    As an investor, I wish I had sold my DNDN when it was above 10. On the other hand, since I am of an age where I am susceptible to prostate cancer, if and when I ever need treatment I will opt for one that works through my immune system, rather than something that works by killing cells indiscriminately like chemo, radiation, or surgery. Therefor I hope that DNDN is still around if the need arises.
    Aug 1 01:39 PM | 1 Like Like |Link to Comment
  • Why I Remain Positive On Dendreon [View article]
    Thanks for the clarification!
    Mar 7 02:50 AM | Likes Like |Link to Comment
  • Why I Remain Positive On Dendreon [View article]
    For a layman like me, it is really disconcerting to read all this chatter about how selection of treatment options is so highly influenced by the financial impact on Doctors' earnings. Maybe we patients should have access to this data just like we have access to the manufacturers' invoice data when we go car shopping. Is it totally naive to trust doctors to prescribe best the treatment available?
    Mar 4 05:37 PM | Likes Like |Link to Comment
  • The Fairholme Fund's Year To Forget Will Reverse Course In 2012 [View article]
    It's pretty clear from this stream of comments that everyone that thinks these stocks must be sold has already sold them and many investors (speculators?) in Fairholme has left it for dead. Time to buy in?
    Jan 20 05:02 PM | Likes Like |Link to Comment
  • What To Do With The Natural Gas Glut [View article]
    I'm a retired engineer, an environmental advocate, and a skeptical investor.

    A lot of these natural gas TV commercials emphasize the energy independence benefits of all this new gas available from shale, minimize the environmental degradation problems, and now we learn that the energy industry wants to export it for what appear to be huge potential profits. Are we being sold another shoddy bill of goods? I'm waiting for the political reaction to to this story.

    Thanks for the article though, which is very informative.
    Jan 18 02:49 PM | Likes Like |Link to Comment
  • Dendreon's Presentation At JPMorgan Healthcare Conference: 3 Things Of Interest [View article]
    Well I'm a retired engineer (MIT class of 1950) with an enlarged prostate but not cancerous, at least not yet. Several years ago I bought some DNDN and have been in and out of it several times. I hope that Provenge proves to be an effective prostate cancer preventive someday. In the meantime I'll enjoy the financial benefits. (I recently bought back in.)

    I found your article very interesting. I didn't know about the Frovenge angle. I'll continue to read your articles and perhaps become a better informed biotech investor.

    Thanks for writing about DNDN.
    Jan 11 01:48 AM | Likes Like |Link to Comment
  • Mr. Market To Mr. Bernanke: No, Thanks [View article]
    The market reaction is quite rational. The Fed is going to drive long bonds up in price - lets buy long bonds ahead of them. Where can we find the money - take it out of the stock market. Pretty simple!
    Sep 22 05:16 PM | 2 Likes Like |Link to Comment
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