LightnRod's Comments LightnRod's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/159092/comments Surging Loonie May Force Canada Rate Hike Sooner Than Planned http://seekingalpha.com/article/166264-surging-loonie-may-force-canada-rate-hike-sooner-than-planned?source=feed#comment-714300 714300
As well, I think Canada's fiscal policies are lot stronger and smarter than that country that exists south of its borders.

Canada's dollar was way over sold in March. It was due to come back. I'm bit surprised as to how long it has taken.

I was shocked, shocked, by some Cdn investment managers going long the US $ in March. What were they thinking?

The fundamentals are there for Canada; the US has a lot more structural problems IMMHO.

To an extent Canada is tied to the US in the manufacturing area, however, Canada has the rich resources and growth capacity.

Given recent strength and action, Cdn dollar could be over brought.

However, given the action of the US government, I think the world is looking for other places to hold their wealth than the US dollar. Therefore, the strength in non US $ currencies and gold. ]]>
Tue, 13 Oct 2009 19:14:12 -0400
As well, I think Canada's fiscal policies are lot stronger and smarter than that country that exists south of its borders.

Canada's dollar was way over sold in March. It was due to come back. I'm bit surprised as to how long it has taken.

I was shocked, shocked, by some Cdn investment managers going long the US $ in March. What were they thinking?

The fundamentals are there for Canada; the US has a lot more structural problems IMMHO.

To an extent Canada is tied to the US in the manufacturing area, however, Canada has the rich resources and growth capacity.

Given recent strength and action, Cdn dollar could be over brought.

However, given the action of the US government, I think the world is looking for other places to hold their wealth than the US dollar. Therefore, the strength in non US $ currencies and gold. ]]>
What’s Behind the Sell-Off in USD/CAD? http://seekingalpha.com/article/117035-whats-behind-the-sell-off-in-usd-cad?source=feed#comment-369308 369308

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Wed, 28 Jan 2009 20:04:09 -0500

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More On What Canadian Home Prices Show http://seekingalpha.com/article/110167-more-on-what-canadian-home-prices-show?source=feed#comment-325927 325927
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Wed, 10 Dec 2008 19:14:42 -0500
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Self-Defeating Stimulus Packages: Retaining Short Bias for S&P 500 http://seekingalpha.com/article/108716-self-defeating-stimulus-packages-retaining-short-bias-for-s-p-500?source=feed#comment-318938 318938 Tue, 02 Dec 2008 11:45:39 -0500 3 Inexpensive Master Limited Partnerships in Energy http://seekingalpha.com/article/101442-3-inexpensive-master-limited-partnerships-in-energy?source=feed#comment-289121 289121
I would avoid KMP.... ]]>
Thu, 23 Oct 2008 17:17:00 -0400
I would avoid KMP.... ]]>
Is This the Gold Buying Opportunity of a Lifetime? http://seekingalpha.com/article/101157-is-this-the-gold-buying-opportunity-of-a-lifetime?source=feed#comment-288172 288172 Wed, 22 Oct 2008 17:05:43 -0400 Desjardins Gets Bearish on Fording Canadian Coal Trust http://seekingalpha.com/article/30539-desjardins-gets-bearish-on-fording-canadian-coal-trust?source=feed#comment-283335 283335
FDG over $90]]>
Wed, 15 Oct 2008 19:26:03 -0400
FDG over $90]]>
Why Gold Stocks Failed (And Why I'm Still Holding On) http://seekingalpha.com/article/99976-why-gold-stocks-failed-and-why-i-m-still-holding-on?source=feed#comment-283332 283332
They move with the market. It is not safe.

So hang on to your shorts in this environment! ]]>
Wed, 15 Oct 2008 19:22:56 -0400
They move with the market. It is not safe.

So hang on to your shorts in this environment! ]]>
Another Oversold Watch: Is This One Different? http://seekingalpha.com/article/96052-another-oversold-watch-is-this-one-different?source=feed#comment-258434 258434
I think given the market conditions, the risks is high for depression. There has been too much credit, and now it looks like pay back time. If this is the case oil can go much lower. Already, oil is coming off its peak due to consumption / demand being reduced. Long term, oil will move up as supply is reduced. But right now, demand is falling.
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Thu, 18 Sep 2008 18:38:22 -0400
I think given the market conditions, the risks is high for depression. There has been too much credit, and now it looks like pay back time. If this is the case oil can go much lower. Already, oil is coming off its peak due to consumption / demand being reduced. Long term, oil will move up as supply is reduced. But right now, demand is falling.
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Coeur d'Alene Mines: Compelling Silver Investment http://seekingalpha.com/article/93355-coeur-d-alene-mines-compelling-silver-investment?source=feed#comment-242450 242450
Given the downward price action of their stock, it would tell that there are some underlying problems with the company which is greater than the higher commodity prices. ]]>
Sun, 31 Aug 2008 09:13:32 -0400
Given the downward price action of their stock, it would tell that there are some underlying problems with the company which is greater than the higher commodity prices. ]]>
It's Not Too Late to Buy Coal http://seekingalpha.com/article/80374-it-s-not-too-late-to-buy-coal?source=feed#comment-180616 180616
I've been lucky having brought in on the coal few years ago with fdg.un on Toronto exchange; nice cash yield and it has doubled since beginning of the year

I think one has to buy energy on the dips....]]>
Fri, 06 Jun 2008 17:49:28 -0400
I've been lucky having brought in on the coal few years ago with fdg.un on Toronto exchange; nice cash yield and it has doubled since beginning of the year

I think one has to buy energy on the dips....]]>
Why You Should Short Companies Doing Share Buybacks http://seekingalpha.com/article/76379-why-you-should-short-companies-doing-share-buybacks?source=feed#comment-165127 165127
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Fri, 09 May 2008 16:39:59 -0400
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Brother, Who Can Spare Another Dime for Oil? http://seekingalpha.com/article/71610-brother-who-can-spare-another-dime-for-oil?source=feed#comment-147969 147969
Now the US people /govt have decided to convert land from food production to fuel production. So food costs are now increasing.

Is this not what the US people want?

To conserve? It does mean higher costs. See rest the world..

The US has it easy.

from the UK...










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Wed, 09 Apr 2008 20:12:13 -0400
Now the US people /govt have decided to convert land from food production to fuel production. So food costs are now increasing.

Is this not what the US people want?

To conserve? It does mean higher costs. See rest the world..

The US has it easy.

from the UK...










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Can Claude Resources Catch Up with Its Peers? http://seekingalpha.com/article/65639-can-claude-resources-catch-up-with-its-peers?source=feed#comment-125777 125777 Wed, 12 Mar 2008 21:09:13 -0400 Desjardins Gets Bearish on Fording Canadian Coal Trust http://seekingalpha.com/article/30539-desjardins-gets-bearish-on-fording-canadian-coal-trust?source=feed#comment-121154 121154 Sun, 02 Mar 2008 14:18:04 -0500