Blueknight

Is It Safe?

Any thoughts on when the energy trusts like pwe, pbt, etc are right to buy. The divs are great and nat. gas is not going out of style any time soon. Deflation fears and falling demand are cons, I know, but at these prices they are tempting

Is It Safe?

Yank.....astute observation...logicall... there should be a great trade on RIG in here. My experience, sadly, is that being right does not always make you money...the trick is knowing what the market will do before it reacts. Then there is the OBamma factor which also hurts prospects here.


On Oct 15 10:02 AM yank wrote:

> Shiv:
> I generally agree with everything you said except for the RIG comments.
> If you look at RIGs valuation with a PEG of 0.4 and other metrics,
> it suggests a forward oil price of $25-30. Is that realistic? I don't
> think so. In all the hysteria this week about oil demand destruction
> the news out of China yesterday went completely unnoticed. They imported
> a record 20 million tons of oil in September, a 10% increase yoy.
> So much for demand destruction. RIG is basically being given away
> at these price levels. The full value of this stock is around $160,
> making it a "double from here.
>
> Newby

Long Ideas for This Volatile Market

Great advice (intelligent exit strategy)......pros have learned that stops are a fools game as you will invariably get taken out at the lows. Trailing stops are better but with the vix hitting record levels this is not practical either since you will be taken out in short order unless your stop is too wide to protect profits anyway. This leaves (a)...spending your day at the computer ready for action...(b)....employ... more sophisticated protection like selling calls against a position or shorting a less favored stock in the same sector....not alot of good choices that I see considering that the premiums on puts are way too high to be practical. Any better ideas...I'm all ears!


On Oct 16 12:19 PM SmartStops wrote:

> Learn from this experience. Remember to ALWAYS have an Intelligent
> Exit Strategy in place from the start. One that will continually
> adjust itself to the stock's behavior and market conditions. One
> that will allow a stock to breathe but will keep losses to a minimum.
> Be smart!

Unfortunately, There's an "I" in BRIC (and a "C")

Thanks arkay for your insights. I'm down about 8% in IIF and was considering selling this Indian ETF. Think I'll hold into a potentially strengthening USD, after pondering your coments. Am still concerned about the inflation there, however. For the longer term I also appreciated your observation about the potential infrastructure boost as India must do this.

As for your so called "mean-spirited" remarks, perhaps if more readers were equally candid, worthless articles like this one would be replaced with meaningful information. After all, doing research on the web is time consuming and this article was a waste of time to write and read.

Thus as you can see, Albert Meyer (posted above), arkay's remarks have not in any way scuddled meaningful discussion. As Jim Cramer points out, this game is about making money, not friends and arkay has made a beneficial contribution to all readers to that end. Thanks again, arkay

Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap

The entire concept of comparison here just seems pointless and alsop poorly communicated. Much more helpful would be simply a presentation of those "clean energy " related companies which look to be approaching bargain levels NOW.

Gold Bubble May Be Coming to an End

I concur that there is no bubble in Gold. What about silver? My take is that it is in even shorter supply. Silver production is largely the by-product of gold mining, thus it would seem that as a secondary mining target its price is likely to continue to outpace gold. Any thoughts?