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westewart

westewart
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  • Zillow + Trulia, And The Big Cover-Up [View article]
    Spot on Jonathan. I know several people who own real estate agencies and hear nothing but complaints about mis-information and headaches with Z/TRLA. The amount of time spent fixing mistakes is unbelievable. I think dropping their listing from these sites would be the right move and am glad to see someone else having success doing so.
    Aug 4 07:29 AM | Likes Like |Link to Comment
  • Ur-Energy: A Uranium Giant In The Making, Part 2 [View article]
    Thank you for the article and especially the interview. Very refreshing to see such a dilution-adverse management team and it gives me confidence in adding to my position and holding for several years to come.

    Interested to see what sort of revenues can be generated from that disposal facility. Is it reasonable to guess that Nichols Ranch will be using it given their proximity? If it operated in the black last year, I assume Smith Ranch uses it as well.... Reminds me of SWCs recycling plant -- its not just mining that can bring miners revenue!
    May 29 08:29 AM | 3 Likes Like |Link to Comment
  • Pot getting more potent [View news story]
    legalize, regulate and tax it at the national level. then let the big boys step in to play. long $MO.
    May 22 10:28 AM | 1 Like Like |Link to Comment
  • Trevali Mining: A Bet On Zinc And Growth [View article]
    long $TREVF, thank you for the article.
    May 7 09:02 AM | Likes Like |Link to Comment
  • Japan OKs Nuclear Power Restarts, Uranerz Energy Approved To Produce Uranium [View article]
    looks to me like URZ is playing it safe -- no need to ramp production too fast, only producing what they need to sell to long-term contracts. there's only os much U in their ground, why sell it at $5 or $10 margin when you can slow down, take your time and get $30 or $40 margins.

    that'll be enough to keep them afloat and maybe allow for exploration/expansion around their property. long URZ and URG, but may cut my URG position.

    http://bit.ly/1hPKemi
    Apr 18 07:46 AM | Likes Like |Link to Comment
  • E-cig adverse events on the rise [View news story]
    this is good news for $MO (and $LO w/blu), start regulating just as they're rolling out MarkTen nationwide. They have the $$ to comply/deal with the regulations, the little guys will not.
    Apr 17 07:39 AM | Likes Like |Link to Comment
  • Pentagon hopes to seal next F-35 orders by end of May [View news story]
    Unfortunately bogdan only recently came in... Costs increases were more a function of each branch continuously moving the goalposts in different directions from day one and the engrained culture in the gvt and contractors. Too bad, because the plane will have some great capabilities. Nothing that couldn't just be retrofitted to the f-22s or f-16s but I digress.
    Apr 9 09:44 PM | Likes Like |Link to Comment
  • Southern Company: A Utility Stock For Your Portfolio [View article]
    Nice article, been long SO for about a year now (bought too high) but plan on holding for many years. They will play a key role in the south-east as an up-and-coming manufacturing region. I think this region will find more and more business flowing into it in the next few decades.
    Apr 9 10:32 AM | 1 Like Like |Link to Comment
  • That's Some Lava Java - Coffee Holding Inc. Has It [View article]
    gotta scale in and scale out
    Mar 18 12:33 PM | Likes Like |Link to Comment
  • Excelsior Mining - Cheap Copper In Arizona [View article]
    Thank you for the write up, gives me two new miners to start my DD on. Seems like a lot of upside potential, I am putting these guys on the watch list and will follow their financing closely....
    Mar 17 07:42 AM | Likes Like |Link to Comment
  • Report: Amazon Prime to $99 [View news story]
    It's official, just got an email from them
    Mar 13 08:14 AM | Likes Like |Link to Comment
  • Platinum And Palladium: Changing Dynamics [View article]
    thanks guys, will start my DD with those two names & PAL
    Mar 10 08:04 AM | 1 Like Like |Link to Comment
  • Platinum And Palladium: Changing Dynamics [View article]
    Great article, thank you. Are there any juniors out there that you might recommend as a leveraged bet against palladium prices rising?
    Mar 9 08:36 PM | 1 Like Like |Link to Comment
  • The Downfalls Of Philip Morris And Tobacco: It's Not What You Think [View article]
    nice article, always like seeing a different viewpoint. too many articles on debt, decreasing revenues, ect.

    i'm in a similar situation to you (minus kids - saving some money there for now :)) with 40+ yrs to retirement and a big chunk of $PM (and $MO) in my retirement accounts. Best of luck to you.
    Mar 7 01:29 PM | 4 Likes Like |Link to Comment
  • That's Some Lava Java - Coffee Holding Inc. Has It [View article]
    nice chart, thank you for your insight and hard work
    Mar 6 10:21 AM | Likes Like |Link to Comment
COMMENTS STATS
48 Comments
44 Likes