whiteowl's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/173246/comments http://seekingalpha.com/article/96794-at-the-right-price-cramer-s-lightning-round-9-22-08?source=feed#comment-262100 262100 Mon, 22 Sep 2008 23:36:08 -0400 http://seekingalpha.com/article/82172-the-hindenburg-omen-crash-signal-in-play?source=feed#comment-189936 189936 Sat, 21 Jun 2008 23:10:46 -0400 http://seekingalpha.com/article/80472-excellent-stocks-when-if-oil-hits-150?source=feed#comment-182107 182107 Mon, 09 Jun 2008 18:36:25 -0400 http://seekingalpha.com/article/78440-the-oil-shortage-and-other-fairy-tales?source=feed#comment-171908 171908 Thu, 22 May 2008 12:43:57 -0400 http://seekingalpha.com/article/75215-brazil-the-bovespa-index-pbr-and-me?source=feed#comment-160296 160296
The first point is GOOD for PBR as they are spending billions in the shipyards of the world and are also import light sweet crude to feed their refineries. Also, strength in the reai vs USD means a higher price on the ADRs.

Your trade didn't work. Move on.]]> Thu, 01 May 2008 16:40:14 -0400
The first point is GOOD for PBR as they are spending billions in the shipyards of the world and are also import light sweet crude to feed their refineries. Also, strength in the reai vs USD means a higher price on the ADRs.

Your trade didn't work. Move on.]]> http://seekingalpha.com/article/72739-earnings-preview-schlumberger?source=feed#comment-152458 152458 Thu, 17 Apr 2008 16:35:02 -0400 http://seekingalpha.com/article/71305-yamana-stock-down-on-concerns-about-costs-and-forecasts?source=feed#comment-146166 146166
I sold my AUY a long time ago, when I started to worry that management is more interested in building a global empire than they are in building gold mines.

At some point, the jet-set allure takes over and fundamentals are left behind.

I decided to switch my gold money into a company whose management actually seems to enjoy, and to be focused on, building gold mines. I'm not here to pump it, but the name is Agnico-Eagle.

AEM and KGC are two names in the sector that I believe are preferable investments to AUY. There may be others. Beware the "empire builders" with loftier ambitions on their mind than simply creating value for stockholders.

All just my opinion, of course.]]> Sun, 06 Apr 2008 22:55:04 -0400
I sold my AUY a long time ago, when I started to worry that management is more interested in building a global empire than they are in building gold mines.

At some point, the jet-set allure takes over and fundamentals are left behind.

I decided to switch my gold money into a company whose management actually seems to enjoy, and to be focused on, building gold mines. I'm not here to pump it, but the name is Agnico-Eagle.

AEM and KGC are two names in the sector that I believe are preferable investments to AUY. There may be others. Beware the "empire builders" with loftier ambitions on their mind than simply creating value for stockholders.

All just my opinion, of course.]]> http://seekingalpha.com/article/71077-gold-stocks-too-much-speculative-risk-for-my-taste?source=feed#comment-136790 136790
By the way, Newmont and Barrick (especially Newmont) are not "leaders"; they are only "large". There's only one company on this list that I would only consider for purchase (KGC), and I don't own it anymore because I can do better with a gold stock not on his list.]]> Fri, 04 Apr 2008 20:04:50 -0400
By the way, Newmont and Barrick (especially Newmont) are not "leaders"; they are only "large". There's only one company on this list that I would only consider for purchase (KGC), and I don't own it anymore because I can do better with a gold stock not on his list.]]>