mysaug

Is Macrovision Buying Again?

TO MVSN CEO
No problem, offer me $11 for my SEAC shares and I will tender them to you ( unless CSCO offers more) .

Why Gold Is Losing Its Shine

you can value gold at a basic level by the cost of exploring, developing, digging andf refining to come up with a break even price and then add basic 15% ROE to reach a floor value. Right now my guess is $500 an ounce. HOWEVER, the easy finds of easy gold are mostly gone so the costs to get wahtever the big bang left us is gettign harder and harder. Add environmental rules and I see base price going to $1,000 in next 5 years. There is a true demand for gold, for jewerly ( tell your wife, girlfriend you got her a silver necklace because it is just as nice as gold and see what response you get. There is also true industrial demand, though small compared to jewerly. Gold will always be a rare metal and get rarer in future. Not sure what will happen in next year, but over next 5-10 yrs going no where but up.

Rick


On May 04 12:52 PM djc wrote:

> I keep hearing that gold is a 'store of value'. How does that work
> ? How does it store value ?
>
> Theres no way to fundamentally value the stuff, other than gauging
> demand from jewelry or high-conductivity applications where silver
> just isnt good enough. So /who/ values it, and how ? It seems to
> me that with no fundamental means of valuing gold, the big holders
> (read governments) are free to decide the value at any time, in any
> place.
>
> Doesnt the fact that Gold cant be fundamentally valued make it THE
> SAME as a paper currency for all intents and purposes, in that large
> governments can manipulate its supposed value ?
>
> it is pretty stuff, but id prefer to reside in somethign like oil
> or other dollar-denominated commodities as a hedge against inflation.
>
>
> The bottom line is that I think this lack of fundamental value is
> waht makes the stuff so volatile and easily gamed.
>
> I just dont get (and please satisfy my ignorance if thats where im
> speaking from) why we would /depend/ on gold as a store of value,
> when its so impossible to /set a value/ for it.

Does China Truly Offer an Alternate Economic Model?

Biggest problem for rest of world is China's model does not lend itself to fair trade, China is not living up to its WTO commitments. China continues to protect markets where they are non-competitive , and only gives market access if companies build a plant in China or worse have to partner with a local company . This domesitc content is not allowed under WTO and new adminstration needs to hammer China over these policies. They tey to justify it based on need for jobs for stability; however, that is problem for all countries now and abiding by WTO committments come first. Growing unemployment in China is not our problem.

China Cracks the Aircraft Market

China can not be trusted, the CEO of GE said that in a way a few yrs ago when asked why building a medical product company in India and not China. He said China does not understand the concept of win-win.

China Cracks the Aircraft Market

forgot to add, author is wrong. under WTO china can not predicate market access to local content mandates. Should be interesting times ahead.

China Cracks the Aircraft Market

sounds like this will lead to more WTO violations by china. China wil require company to purchase only Chinese made parts , forcing A/c parts makers to build plants in china instead of exporting. Completey illegal under WTO rules, will see if new administration puts up with it. Cheap labor means nothing if the parts you need is covered by patents and patented technology. These US companies should tell the Chinese we will sell you what you want, but it will not be made in China . no way China can say no without violating IP as these are all patented products.

Is China Experiencing Dollar Outflows?

They are trying to go high tec by forcing foreign companies to partner and share IP rights for market access ( exp wind turbines) , a NO-NO under WTO. When can't do it that way, they just steal and copy I.P ( a la windows, movies, etc)
I have no problem with china making toys, clothes and other low value items, they can not steal years of IP work to advance quickly in other areas. I am hoping for big time collapse in China next 4 yrs when they get called to the carpet for WTO violations.


On Dec 04 11:40 AM huangthomas wrote:

> China has been trying very hard to transform labor-intensive, high
> polluting, low-value-added export industries into a high-value added
> high tech (knowledge, technology, management..) industries without
> much success. The current world-wide financial crisis will further
> delayed the transformation.

Is China Experiencing Dollar Outflows?

China continues to foot drag on its WTO assension agreements and has to be taken to WTO court ( auto parts, steel pipe, financial media, etc) to force them to abide by international rules. They refuse to open up their markets they know they can not compete with and force companies to open plants there . This is completely illegal under WTO and the new administraion should hit them wiht a new case every month. Just this summer China issued an edict requiring Chinese mining companies to buy 50% of their mining machinery from local companies. This impacts US jobs as 2 companies dominant this , Joy Gbobal and Bucyrus . Time to hammer them, having 200 million people living on $3 a day is not our problem and they can not pick and choose what they will honor under WTO.

Ladish Co., Inc. Q3 2008 Earnings Call Transcript

Thank you "seeking Alpha" for running this. IO beleive first time. Saved me a lot of time on phone as not a web based conf call for company for whatever reason.

Oil Industry: Farewell, Good Old Days

Andrew, you forgot the most important counterbalance which is that many productive fields are quickly playing out as in Mexico, Alaska even Saudi Ariabia from what many experts are stating and are not easily being replaced; the new finds are mostly very expensive to get at.

NG is interesting , one bitter winter and the price goes back up. Canada is using most of its NG for tar sands and gulf is starting to play out.

AIG CDS Situation Worse than Lehman

No text ? If I show a picture of an empty football stadium, could you then conclude that no one goes to football games? Of course not, everything needs to be in context.

Fridays fall was an attack by shorts in reaction to LEH opportunity and to attack before plan given on 26th. They knew only a small window.

We will get a workable plan tomorrow and when these instrumnets run out we will see billions added back to bottom line on next 1-4 years.

Crunching Numbers: Why I'd Buy AIG

Thanks for that analysis, not sure where you got the time for this but believe that over next 2 years you will be very ballpark as lower oil and lower mortgages will stabilize economy and housing. The shorts are helping to create this panic.

15 Notes on the Current Market Stress

poorly written, choppy, sentences do not flow well. Poor analysis of GE IMO, Cramer did much better recently on its total value potential.

Why I'm Not Buying Oil's Recent 'Correction'

The old truism that once everyone believes it is true and ends up on TIME magazine cover is time to get out is correct. I am kicking myself for not unloading all bank stocks like I did builders when "Flip this House" became a TV series. I did not know the extent of these complex CDO and SIVs, thought all sold to 3rd parties . Anyway, oil was too low before , a little too high now, so think will end up around $100 which is good for everyone.

Ballmer on Newspapers: Wrong Again

I am hardcopy subscriber to 2 papers, I am 50, see very few people under 35 buying newspapers regularly which is sad as need support for local coverage or all we will get is national news. Lets face it, many 20 somethings spend more time of Facebook than reading any news from any sources.