ACEMAN

Total Rating:
0 / 0

29 Comments

    • Wed May 21st 13:02 PM | Rating: 0 0
      Commented on:
      Valuing Mining Stocks: In Defense of Net Asset Value
      Y'all gettin' close on this one, but remember to discount for all the shenanigans that are taking place especially EBITDA. And make sure y'all understand costs relative to the price of say, gold, alumina, or iron-ore, platinum; that will get you to understand the delta of the relationship between "objective pricing" and discrete company costs. And don't forget calculating the reserves to costs and discounted to present value so y'all can get a fix on its stock price today and what you all are willing to pay tomorrow. And if you want to fine tune this thing, then conceive of this exercize in terms of making a market, so y'all have to turn to the spot markets and look at the contracts whether it be contango or backwardation, it don't matter if nobody is layin' down a bet.
      View article »
    • Wed May 7th 22:12 PM | Rating: 0 0
      Commented on:
      Five Ways to Invest in China and India
      Ain't no one studied Statistics 101 here? "Stochastics"... by itself cannot be predictive but merely normative and thus the real outcome is to give the analyst confidence that his/her guess will be within a certain measured constraint such as a standard deviation. Stochastics as a predictor of price movement is a logical howler and a mixed metaphor at that and a misuse of language that sounds predictive. Which it ain't.
      View article »
    • Tue May 6th 16:30 PM | Rating: 0 0
      Commented on:
      Ethanol Will Become a Fad Without Government Intervention
      Y'all better get real Konrad because asking for gov'ment intervention is like asking your friendly fox to take care of them baby chicks. They'll all be on tonights dinner plate. Really the people need to rise up and get rid of the big, fat ethanol tariff placed on Brazilian ethanol by your friendly gov'ment. They don't want any competition because they are all gangsters at heart lickin' their chops over the pay-offs and sweet junkets to the Bahamas. And frankly, McCain never saw a payoff he didn't like. Ask the Keating five. Ethanol is just another word for protectionism.
      View article »
    • Fri May 2nd 23:20 PM | Rating: 0 0
      Commented on:
      China Pharma Delivers on Improved Financials Promise
      China Pharma is a fools game and y'all know it when you are arguing over capex and reimbursements. The real play in pharma in China is the deal with Novartis (NVS) the mega-pharma Swiss multinational and this is where you can make your money safely and soundly as NVS will be introducing huge covered patents and pharma-teck know-how to the China pharma industry for concessions and a piece of the action. Think analogy is to the supply side of iron-ore, steel, oil and ag commodities that China needs to build up its urbanization. New cities also need western style drugs, medicines and basic pharma delivery systems still very much at a third tier level throughout China. Novartis has received the concessions and jt. ventures to make it all happen.
      View article »
    • Mon Apr 28th 13:43 PM | Rating: 0 0
      Commented on:
      Hedging and Accounting at EnCana Corp.
      Keep your eye on the prize, y'all. ECA dominates the natural gas industry in North America; its deal with COP of 50%-50% Athabasca tar sands gre 26% from the prior year. ECA appears to be on track for an operating profit of $5.70 per share for 2008. And it has the largest land position in NA for future hydrocarbon production of 26 million acres, which makes ECA a long-life reserve company. So forget mark to market, keep your eye on the black gold and the gas, gas, gas.
      View article »
    • Fri Apr 18th 00:47 AM | Rating: 0 0
      Commented on:
      Pension Funds Invest in Hedge Funds Because of Demographics
      Larry my man it is not only our brothers from the North that are demographically challenged, but the largest two pension plans in the good ole US of A, PERS and STRS of California have already warned on a shortfall of $19.6 bn for retirees in 2020 for just the same reason, fewer bodies creating money for the retired teachers, professors and admin types. Both PERS and STRS hve now upped the ante on Private equity and Hedge Funds to better than 10% of the total portfolios as they chase alternative investments otherwise known as long/short absolute return. What's dishonest is that this information is definitely not broadcast to those very same teachers, profsn and admins. Let's see what they are going to say when they lose $10 to $20 bn due to being on the wrong side of the countet trade.
      View article »
    • Wed Apr 16th 12:19 PM | Rating: 0 0
      Commented on:
      Annual Infrastructure Spending Expected to Reach $2-Trillion
      Don't bet on Mr Kerschner on these "infrastructure&q... deals in the good ole US of A and estimations of how much moolah boolah is gonna be distributed from one pocket to t'other side.Can you really believe Citigroup today?! Plans got to be made, engineering firms got to bid, govern'ments got to meddle, payoffs got to be made, politicians got to give the G-d Bless. and after all that, what do you have? A lot of hope and delusions of reprieve, that's what you'll have.
      View article »
    • Sun Apr 13th 16:07 PM | Rating: 0 0
      Commented on:
      GE: Immeltdown?
      Dat GE dawg don't hunt! Vernon is a smart cookie and should have advanced his opinion some two months ago so all of us could have made some short money. Jeff Meltdown was on Charlie Rose recently and was giving his rosiest of interpretations on why GE Good, rest of market Bad routine. The ever faithfull lap dog Charlie I won't ask any question that is meaningful Rose failed to challenge those rosiest of forecasts by Jeff the tuna Meltdown. Obviously Mr Meltdown is enjoying the cuisine at the GE office cantina 'cause he done gained a lot of weight since he be the man. Moral: don't listen to CEO's, ya gotta dig deep to overcome the dung. And then you just might have a barrel of dung at that! Vernon, keep on writin' but give us a two months heads up in the future, my man.
      View article »
    • Fri Apr 11th 00:07 AM | Rating: 0 0
      Commented on:
      Inverse Oil ETF Plunges 26%: What Gives?
      Y'all don't know a darn thing about inverse ETF's. When it comes to commodities, for example, check out Diapason of Switzerland and find out how a commodity or a currency ETF is truly constructed without any monkey business in the fine print. Don't speculate, don't hope against hope, just use your G-d given brains!
      View article »
    • Tue Mar 4th 11:10 AM | Rating: 0 0
      Commented on:
      Oil Drilling Stocks: 14 Ways to Strike It Rich
      You missed the best pick to make money, namely, PDE. On all metrics, especially its business plan, it will out perform. Drilling for the sake of drilling just keeps the EE's working, but drilling at lower cost and a piece of the oil reserves, now that's how it should be done.
      View article »
    • Wed Feb 27th 21:44 PM | Rating: 0 0
      Commented on:
      Dry Bulk Shipper Anomaly in Spot Pricing Creates Buy Opportunity
      Emerging markets, especially China, and the Baltic Dry Index move together with commodities. But take a good look at the Index and you'll see a dramatic drop. Could emerging markets follow?
      View article »
    • Wed Feb 27th 21:26 PM | Rating: 0 0
      Commented on:
      US Dollar: Double Bang for Your Buck
      J Miller has it right but he could be a bit more concise. The reasons for the bullish dollar is the expansion of M3 correlates with oil and M3 correlates with inflation and as international liquidity becomes tight, the US dollar will spring forward.
      View article »
    • Mon Feb 25th 12:40 PM | Rating: 0 0
      Commented on:
      A Look Inside T. Boone Pickens' Portfolio
      You must know the man! He comes from the "old school" of hucksterism and wildcatter enthusiasm especially if you are a mark with a few hundred thousand to spare! He's been in and out of bankruptcy and with his new endeavor to create critical acclaim for CLNE he his back to what he likes to do best and that is to laugh all the way to the off-shore bank! Life is good for ole' Boone re natural gas now that West Texas wildcatters are as rare as bois d'arc!
      View article »
    • Mon Feb 11th 11:02 AM | Rating: 0 0
      Commented on:
      A Low Cost, Fully Diversified All ETF Portfolio
      It appears that DS has bought hook, line and sinker the propaganda that diversification is best for a portfolio. What a joke! Diversification doesn't really exists, what exists are markets and their trends, and often these don't last very long at all. But since the goal should be to make money then I have to ask: Wheres's the oil, where's the commodities, where's the gold, where is the ultra shorts on US real estate, where is the ultra short of US financials, where is the ultra short on US technology, and where is the ultra short on China! There is an old Alabama expression that expresses my ETF holdings succinctly: "Tall trees don't grow to the sky."
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»