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  • Peabody Energy Corporation CEO Says Coal Is Still On Top, But Is It? [View article]
    Coal is in trouble but it is FAR from dead.
    Aug 20 08:10 AM | 3 Likes Like |Link to Comment
  • Government Of Canada Prepares For A Housing Crash [View article]
    A few cities will suffer like Toronto and Vancouver. The rest will be more than OK.

    Here in Quebec, it's been a buyers market for a while, the banks have very few US style crappy loans.

    The Vancouver market is still pretty hot though. Not sure about Toronto.
    Aug 13 09:36 AM | 1 Like Like |Link to Comment
  • Hard Times Will Continue At These Iconic American Retail Plays [View article]
    I am in vacations in Quebec (Canada) right now and I can tell you that the reputation of Target among those of my relatives I talked to is ROCK BOTTOM... Walmart litterally kicks their ass all day. Same in Vancouver where I live... Get ready for some red ink from the Canadian side this year again.
    Aug 10 03:24 PM | 1 Like Like |Link to Comment
  • Who Will Be Swimming Naked When The Tide Goes Out? [View article]
    Who will swim naked when the tide goes out?

    I can tell you right of the bat that Lindsey Lohan will be one of them.
    Aug 3 10:14 PM | 8 Likes Like |Link to Comment
  • Further Information On NXP Semiconductors [View article]
    NXPI might be pulled down a notch further if the sector keeps going down.
    Keeping an eye on it and I am playing to buy back.

    Great company.
    Aug 1 09:06 PM | 1 Like Like |Link to Comment
  • 3 Stocks To Buy If Sell-Off Continues [View article]
    Yum Brands and KW

    Yum Brands is one of them. With the public very short memory, the old meat thing they are facing right now will be forgotten within month.

    Think about: Libya, Fukushima, the BP mess in the gulf are all of the radar screen. That rotten salami story is a joke compared with the previous massive messes.

    Yum has a MONSTER PR and marketing machine and also those 'passed due' meat stories are not a huge deal in China, especially that nobody died as far as I know.

    The Chinese have seen it all over there with the tainted baby and pet food.
    It takes a LOT to create a long term related scandal over there.

    Just to give you an example of how the Mainland Chinese mentality is different from our mentality in North America (Canada in my case.)

    I am in a community garden and there is a TON of Chinese in the area. Most of them like to take walks after dinner and are very curious about garden so they often come for a chat. They like to "talk garden" big time so to speak.

    I had some Swiss chard and a few leafy veggies issues recently (I grow organic) where some bugs would make some holes in the leaves. 2-3 different Chinese folks spotted this and they told me that those sell for a PREMIUM in China as ' since there are insects holes in the leaves, this means no bug killer was used= safer leaves for them...'

    They basically assume that when they see perfect greens at the grocery, those have been sprayed like hell. (they are probably right.)

    We all know that 100% of the big grocers would not tolerate imperfect leaves with holes. For the Chinese it is an ooportunity ;-)

    Other than that I like my little Kennedy Wilson trade where it seems to hit a wall at about $26 and some... then it takes a short ride on the down side. I was lucky to dump my share close to the top months ago, picked some back when it hits the 200 days line, dumped again at $26 and some. I will be tempted to wait and see if it slices through the 200 if the market turns sour. Seems to be making higher highs. We will see where it goes on the down side.

    This is not a spectacular trade but these days I am happpy making 20-25% within months with a solid, smart and opportunistic operator like that. However, this is a 'secret' so don't pile up on that small sucker guys... ;-)

    Other than that, great job Brett with all these posts. They are way above average.
    Aug 1 02:12 PM | 1 Like Like |Link to Comment
  • Teranga Gold Disappoints With Its Q2 Results, But Might Still Be Worth A Look [View article]
    Good stuff Kevin.

    I have a small position in the company.

    Planning to add some more down the road.

    There are worst places than Senegal for sure for a mining company.
    Jul 31 10:22 PM | 2 Likes Like |Link to Comment
  • Value Gaps Of All Value Gaps - A Tale Of 2 Ethanol Companies [View article]
    Regarding Nat Gas, apparently the bigger boyz like GPRE use it big time to dry the distiller grains for export and to drop the transporation charge. PEIX sells all of theirs to local cattlemen so they don't dry the grains at all, they sell them wet apparently.
    Jul 29 08:40 PM | Likes Like |Link to Comment
  • No, I Didn't Sell Everything, But I'm Getting Cautious [View article]
    Great stuff Robert.

    Though my portfolio is not that huge I sold my semi-conductor stocks today. Raised cash as well.
    Jul 28 03:09 PM | Likes Like |Link to Comment
  • India pledges 8% growth [View news story]
    I guess India got their Obama-moment with their new PM. Now the real work begins. Lots of old crusty inefficiencies in India... that won't be easy.
    That's the reason why so many of the top Indian talent leaves. It does not mean there is not a lot of talent left behind. It's just that the red tape is pretty thick over there. ETF's like SCIF are way ahead of themselves.
    Jul 10 08:09 PM | 1 Like Like |Link to Comment
  • Have We Seen This Golden Movie Before? [View article]
    Excellent post Cam... Got caught more times I would like to admit in gold's fake breakouts over the years... Though I also make a few bucks when I got the story right.

    I don't believe this current rally a second. Will dump GDXJ if it reaches $44/$45. Missed it a few days back. I will wait to pick up some shares at about $33/$35 if it goes down to around those prices. If the train actually leaves the station for real, I am still kkeeping a position in Teranga gold that should do very well if this time it is "real." However, I also heard a couple of guys that got it right in the past and they still expect one more dip before the "real" take off.

    See you all at $33 GDXJ guys ;-)
    Jun 23 03:13 PM | Likes Like |Link to Comment
  • Ur-Energy: 3 Different Insiders Have Purchased Shares During The Last 30 Days [View article]
    Three owners went bottom feeding when the stock was in the crapper. Buyer beware.

    Please also have a look at a couple of good articles in SA regarding another stock that had a solid "surge" in the Uranium space: UEC. This might give you a bit of a clearer perspective about those small stocks.
    Jun 3 04:01 PM | 2 Likes Like |Link to Comment
  • Uranium Energy Soars On Hype: Danger Of A Significant Pullback [View article]
    Great article. Even if some of your points could be a bit off, it's a good reminder for investors that you don't want to trust the media too much, especially the Newsletter guys. There is a whole apparatus to vaccuum your hard earned cash from your wallet.

    I can't remember how many stocks were pumped up by Katusa/Casey, Rule and Sprott that came down crashing shortly after the pumping effect was over.

    One of them:

    Remember that silica company located in Trois-Rivieres Canada that went through the roof many years ago? Timminco. Went from a top of $32 to 0.09 cents... before blowing up. Sprott was a major shareholder.

    Don't get me wrong, I like Rule and Sprott but when these guys pump, they pump. They are also the first guys out when the pump breaks down.
    May 30 03:43 PM | 4 Likes Like |Link to Comment
  • Canacol Energy: Successful Shale Oil Test Underscores Compelling Value Proposition [View article]
    Risk in Columbia...
    This is a bit anecdotal but one of my buddies from Quebec has been there a couple of times in the last few years to do some music recording, etc. He did find the place actually pretty safe. Another of our friends who is Columbian had her bro killed about 20 years ago as the family could not meet the very short deadline to pay for the ransom her brother's abductors were asking. He was dead the following morning. These guys were not joking around. She goes every two years and she mentioned that things are way safer.

    However, I agree that it takes quite a while to change people's mind.
    Apr 18 10:53 PM | Likes Like |Link to Comment
  • Commodities Today: Coal Is Rallying, Is Now The Time To Buy? [View article]
    Nice call.
    I am interested in BTU but I am waiting for a drop in the overall market.
    I think that when the market will pull back those higher beta stocks will be shaken pretty good as well.
    Apr 9 12:25 AM | 1 Like Like |Link to Comment