Toeser's Comments Toeser's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/192447/comments Watching the USD Drop? Here's What You Should Really Be Watching http://seekingalpha.com/article/172146-watching-the-usd-drop-here-s-what-you-should-really-be-watching?source=feed#comment-752094 752094 Mon, 09 Nov 2009 08:11:16 -0500 Celldex Therapeutics: Plenty of Cash, Pending Clinical Catalysts http://seekingalpha.com/article/167492-celldex-therapeutics-plenty-of-cash-pending-clinical-catalysts?source=feed#comment-721766 721766 Tue, 20 Oct 2009 07:10:06 -0400 Cash for Trash: Better Never than Late http://seekingalpha.com/article/165899-cash-for-trash-better-never-than-late?source=feed#comment-712937 712937 Mon, 12 Oct 2009 08:03:30 -0400 Bearish on Banks - Why Now Is the Time to Sell http://seekingalpha.com/article/164745-bearish-on-banks-why-now-is-the-time-to-sell?source=feed#comment-703412 703412 Mon, 05 Oct 2009 08:22:54 -0400 Rigel Pharma: The Importance of Knowing Your Stock http://seekingalpha.com/article/152018-rigel-pharma-the-importance-of-knowing-your-stock?source=feed#comment-606251 606251
I actually own this stock. Nothing surprises me anymore, but I thought the selloff was insane given the bizarre statistical results of the placebo group.]]>
Wed, 29 Jul 2009 08:10:59 -0400
I actually own this stock. Nothing surprises me anymore, but I thought the selloff was insane given the bizarre statistical results of the placebo group.]]>
Forget Green Shoots: These Are the Brown Shoots Turning Black http://seekingalpha.com/article/148184-forget-green-shoots-these-are-the-brown-shoots-turning-black?source=feed#comment-585423 585423 Mon, 13 Jul 2009 08:35:40 -0400 The Fall in Natural Gas Is Over http://seekingalpha.com/article/145906-the-fall-in-natural-gas-is-over?source=feed#comment-566722 566722 Mon, 29 Jun 2009 08:59:55 -0400 Invest in Crucell's Rabies Vaccine http://seekingalpha.com/article/145212-invest-in-crucell-s-rabies-vaccine?source=feed#comment-562010 562010 Thu, 25 Jun 2009 10:43:50 -0400 Natural Gas ETF Anomaly - Is It Time to Exploit? http://seekingalpha.com/article/143999-natural-gas-etf-anomaly-is-it-time-to-exploit?source=feed#comment-552332 552332 Thu, 18 Jun 2009 13:44:37 -0400 Anthracite Capital: Ready to Reinflate http://seekingalpha.com/article/138161-anthracite-capital-ready-to-reinflate?source=feed#comment-507967 507967 Mon, 18 May 2009 08:05:56 -0400 5 Reasons Bank Shareholders Will Take a Hit http://seekingalpha.com/article/135646-5-reasons-bank-shareholders-will-take-a-hit?source=feed#comment-491638 491638
You are right about the banks. You may even be right about the market, but only time will tell. I hate mania markets because I find it hard to pull the plug on logic. Many of the big banks actually lost a ton of money last quarter, but reported big profits. Hardly a reason to be buying, but people are.]]>
Wed, 06 May 2009 09:00:42 -0400
You are right about the banks. You may even be right about the market, but only time will tell. I hate mania markets because I find it hard to pull the plug on logic. Many of the big banks actually lost a ton of money last quarter, but reported big profits. Hardly a reason to be buying, but people are.]]>
Natural Gas: Worth a Look http://seekingalpha.com/article/133496-natural-gas-worth-a-look?source=feed#comment-480486 480486
This is one person who hopes Obama will fail with his carbon credit plan, as it will represent the largest tax increase (via energy bills) in recorded history.]]>
Tue, 28 Apr 2009 08:05:00 -0400
This is one person who hopes Obama will fail with his carbon credit plan, as it will represent the largest tax increase (via energy bills) in recorded history.]]>
Financial Sector Ultra-Shorts: Must Have Protection Against Banking Sector Madness http://seekingalpha.com/article/132906-financial-sector-ultra-shorts-must-have-protection-against-banking-sector-madness?source=feed#comment-475401 475401
And the previous comments were right. You cannot rely on ultrashort funds. Some have tracked very poorly, if at all.]]>
Fri, 24 Apr 2009 07:31:35 -0400
And the previous comments were right. You cannot rely on ultrashort funds. Some have tracked very poorly, if at all.]]>
Natural Gas Prices Are Down, But Still Relatively High http://seekingalpha.com/article/132372-natural-gas-prices-are-down-but-still-relatively-high?source=feed#comment-473870 473870 Thu, 23 Apr 2009 07:58:32 -0400 Looking to Invest in Bonds in Troubled Times? Caveat Emptor! http://seekingalpha.com/article/132194-looking-to-invest-in-bonds-in-troubled-times-caveat-emptor?source=feed#comment-472289 472289 www.finra.org/Investor... where all bond trades are reported. Build a watchlist. Then you will know how much your broker is trying to take and you can negeotiate. But even better is to look for a broker that trades bonds for a commission and not on a principal basis. I generally pay around $100 commission for a $20,000 - $50,000 bond trade.]]> Wed, 22 Apr 2009 08:16:53 -0400 www.finra.org/Investor... where all bond trades are reported. Build a watchlist. Then you will know how much your broker is trying to take and you can negeotiate. But even better is to look for a broker that trades bonds for a commission and not on a principal basis. I generally pay around $100 commission for a $20,000 - $50,000 bond trade.]]> Natural Gas Will Rise Again: UNG and FCG Provide Two Ways to Play http://seekingalpha.com/article/130751-natural-gas-will-rise-again-ung-and-fcg-provide-two-ways-to-play?source=feed#comment-462483 462483
I am a big believer in natural gas, but the supply side scares me right now. It needs to become a significant transportation fuel for any serious upside right now. ]]>
Tue, 14 Apr 2009 08:14:34 -0400
I am a big believer in natural gas, but the supply side scares me right now. It needs to become a significant transportation fuel for any serious upside right now. ]]>
Why Banks Want to Return TARP Money http://seekingalpha.com/article/127957-why-banks-want-to-return-tarp-money?source=feed#comment-440686 440686
If you have healthy GNP growth of 3-4%, then a growth rate in lending above that number means everyone is going more into debt. Duhhh! Hello government. We don't want to return to a 10-12% growth rate in lending, that's what got us here.]]>
Thu, 26 Mar 2009 08:29:03 -0400
If you have healthy GNP growth of 3-4%, then a growth rate in lending above that number means everyone is going more into debt. Duhhh! Hello government. We don't want to return to a 10-12% growth rate in lending, that's what got us here.]]>
U.S. Bancorp Dividend Cut: Anything but TARP http://seekingalpha.com/article/127317-u-s-bancorp-dividend-cut-anything-but-tarp?source=feed#comment-436279 436279
The TARP money has not been repaid. The government will not allow the funds to be repaid until stress tests have been finished. My concern is who is stress-testing our loser government?]]>
Mon, 23 Mar 2009 08:02:42 -0400
The TARP money has not been repaid. The government will not allow the funds to be repaid until stress tests have been finished. My concern is who is stress-testing our loser government?]]>
Wind Turbine Energy: How It Works and Stocks to Watch http://seekingalpha.com/article/127153-wind-turbine-energy-how-it-works-and-stocks-to-watch?source=feed#comment-435438 435438
Algae can be grown year-round, providing a stable source of energy, unlike wind and solar. Lastly, it is more land-efficient than either wind or solar, based upon prototype plants created by a handful of startup algae farm companies.
]]>
Sun, 22 Mar 2009 13:08:23 -0400
Algae can be grown year-round, providing a stable source of energy, unlike wind and solar. Lastly, it is more land-efficient than either wind or solar, based upon prototype plants created by a handful of startup algae farm companies.
]]>
Bullish Picture for Energy Once Economy Picks Up http://seekingalpha.com/article/126305-bullish-picture-for-energy-once-economy-picks-up?source=feed#comment-428856 428856
We should develop wind and solar, but they will never amount to more than a token amount of our total energy use. Corn based ethanol is a cruel joke. Algae will be huge - but in 20 years. We should be building nuclear plants like crazy, but we won't. So with no focus on oil and coal, and four years of these guys and we will be so far behind the energy curve we have a looming disaster in energy. A significant portion of my assets will always be in energy for these reasons.]]>
Tue, 17 Mar 2009 08:19:25 -0400
We should develop wind and solar, but they will never amount to more than a token amount of our total energy use. Corn based ethanol is a cruel joke. Algae will be huge - but in 20 years. We should be building nuclear plants like crazy, but we won't. So with no focus on oil and coal, and four years of these guys and we will be so far behind the energy curve we have a looming disaster in energy. A significant portion of my assets will always be in energy for these reasons.]]>
Why It's Actually Different This Time http://seekingalpha.com/article/125580-why-it-s-actually-different-this-time?source=feed#comment-423125 423125
Yet, I went shopping on Sunday to multiple shopping areas, and had trouble finding a parking space at any of them. Almost every store was absolutely crowded.

I can't connect those dots.]]>
Thu, 12 Mar 2009 10:44:05 -0400
Yet, I went shopping on Sunday to multiple shopping areas, and had trouble finding a parking space at any of them. Almost every store was absolutely crowded.

I can't connect those dots.]]>
The 'Sell After Dividend Cut/Freeze' Rule, With Exceptions http://seekingalpha.com/article/125491-the-sell-after-dividend-cut-freeze-rule-with-exceptions?source=feed#comment-422837 422837
I am not challenging the writer's methodology, just that the environment clutters the data.]]>
Thu, 12 Mar 2009 08:04:31 -0400
I am not challenging the writer's methodology, just that the environment clutters the data.]]>
Repaying TARP: Life for USB and NTRS? http://seekingalpha.com/article/124870-repaying-tarp-life-for-usb-and-ntrs?source=feed#comment-418890 418890
Global Finance recently ranked Wells Fargo (1) and USB (2) as the lowest risk banks in the U.S. I am afraid they got that backwards. At this point in banking history, USB is clearly number one over Wells Fargo. USB does not have a Wachovia to absorb, and they are not headquarted in self-destructing Cali – fornia, as Arnold would say.]]>
Mon, 09 Mar 2009 08:23:41 -0400
Global Finance recently ranked Wells Fargo (1) and USB (2) as the lowest risk banks in the U.S. I am afraid they got that backwards. At this point in banking history, USB is clearly number one over Wells Fargo. USB does not have a Wachovia to absorb, and they are not headquarted in self-destructing Cali – fornia, as Arnold would say.]]>
Update on Three Canadian Oil Royalty Trusts http://seekingalpha.com/article/122475-update-on-three-canadian-oil-royalty-trusts?source=feed#comment-402542 402542 Wed, 25 Feb 2009 07:47:21 -0500 America Needs a Natural Gas Transportation Infrastructure http://seekingalpha.com/article/120880-america-needs-a-natural-gas-transportation-infrastructure?source=feed#comment-391619 391619
You are 100% right about missed opportunities. I cannot help but feel to my core that this country's best days are behind it. Jim Rogers agrees and is shorting much of this country.]]>
Tue, 17 Feb 2009 07:08:29 -0500
You are 100% right about missed opportunities. I cannot help but feel to my core that this country's best days are behind it. Jim Rogers agrees and is shorting much of this country.]]>
Beware Short and Ultrashort ETFs http://seekingalpha.com/article/119901-beware-short-and-ultrashort-etfs?source=feed#comment-383529 383529 Wed, 11 Feb 2009 07:59:44 -0500 How Gold Is Being Driven by a $4 Trillion Hallucination http://seekingalpha.com/article/118642-how-gold-is-being-driven-by-a-4-trillion-hallucination?source=feed#comment-376572 376572
The rest of the article is bang-on. I have been waiting for a collapse of sorts for many years. The idea that deficits don't matter was promoted by and accepted by idiots. It does matter, and one way or the other we will pay the price.]]>
Thu, 05 Feb 2009 07:49:37 -0500
The rest of the article is bang-on. I have been waiting for a collapse of sorts for many years. The idea that deficits don't matter was promoted by and accepted by idiots. It does matter, and one way or the other we will pay the price.]]>
Atlas Energy: Well Positioned Even at Low Natural Gas Prices http://seekingalpha.com/article/117235-atlas-energy-well-positioned-even-at-low-natural-gas-prices?source=feed#comment-369632 369632 Thu, 29 Jan 2009 08:09:38 -0500 Thing One and Thing Two: Supervisory Goodwill and TARP http://seekingalpha.com/article/115388-thing-one-and-thing-two-supervisory-goodwill-and-tarp?source=feed#comment-360656 360656 Tue, 20 Jan 2009 08:13:41 -0500 10 Green Energy Gambles for '09 http://seekingalpha.com/article/114265-10-green-energy-gambles-for-09?source=feed#comment-353142 353142 Mon, 12 Jan 2009 09:00:38 -0500