PatientInvestor

Tremendous Value Found in China North Eastern Petroleum

Thanks Nawar for the well written and highly informative article. I am also long on CNEH and also appreciate the good investor presentations that they include on their newly designed website. As you, I am convinced that our patience will be rewarded by 2010.

2009 Outlook: Better Safe Than Sorry

Thanks for the calming influence. I agree that you can't go wrong with a conservative approach in these turbulent times.

Let's Give Inflation a Chance

I appreciate the fine analysis. My concern is that when the pendulum turns we may see a meteoric rise in the price of oil and will be way behind on the supply side. That will have serious long-term price consequences

Should we consider investing in some oil related stocks in the next 6 months?

Will the Price of Oil Sink Much Lower?

With Saudi Arabia stating that a big cut is coming on Dec 17, we may see a shift above $50. The latest that I've heard is that the cut will be 5 MBPD

Chinese Consumers Loosen Their Fists

If we wait for the children of the rural peasants to emerge with their liberal spending habits, it will another 3 to 5 years until Personal consumption begins to increase measureably beyond the current rate of 35%. But when that does, look out!

Expect OPEC to Cut Production

Thank you for the very informative article. I am also wondering why OPEC is telegraphing a large upcoming production cut. Could it really be a game changer?

China Med Forecasts Increased Revenues for 2009 Despite Low Q3

How big a market is there for rADTZ? From reading their previous press releases, they indicate that this could increase revenues ten-fold or more. The first Q of 2009 is not too long to wait.

The Perfect Storm: Semi-Annual Economic Review

Your analysis of longer recession timeframes when originating from the banking sector is excellent. We can only hope that your projected 3 year recession timeframe does not occur or there will be many jobs lost and home foreclosures.