rockymtnway's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/195692/comments http://seekingalpha.com/article/107592-battling-the-doomsday-machine?source=feed#comment-313812 313812
How Wall Street can ignore the failure of Citigroup and rally is beyond me. There's a serious desire to believe this is the 1980's or even the 1970's and not the 1930's.

Good luck to you. Personally, I'm long on wheat and rice... in my pantry!]]> Mon, 24 Nov 2008 12:50:03 -0500
How Wall Street can ignore the failure of Citigroup and rally is beyond me. There's a serious desire to believe this is the 1980's or even the 1970's and not the 1930's.

Good luck to you. Personally, I'm long on wheat and rice... in my pantry!]]> http://seekingalpha.com/article/107596-corporate-insiders-in-buying-frenzy?source=feed#comment-313795 313795
I wonder to what extent the lack of insider buying is simply because of a fear of the markets right now rather than sound financial strategy. Seeing ABX trading in the low $20s recently with gold still over $725/ounce is a clear sign that things are out of whack. ]]> Mon, 24 Nov 2008 12:39:00 -0500
I wonder to what extent the lack of insider buying is simply because of a fear of the markets right now rather than sound financial strategy. Seeing ABX trading in the low $20s recently with gold still over $725/ounce is a clear sign that things are out of whack. ]]> http://seekingalpha.com/article/99959-countdown-of-manipulated-gold-price-running-out?source=feed#comment-283072 283072
While I'm pretty old school and believe that every portfolio should contain some dividend yielding gold stocks, I wouldn't go crazy and overweight in the stuff. While the current prices are attractive because of the improving dividend yields, as demand drops because of the slowing global economy, profits will suffer. Remember that a company like Barrick still spends $450/oz. to mine it and they're hedged with futures contracts to protect that margin. A lot of their sales are at prices fixed last year. That puts a cap on their potential profits and losses. Unless gold stays over $800 in the long run, profits will stay fixed or decline.]]> Wed, 15 Oct 2008 13:16:10 -0400
While I'm pretty old school and believe that every portfolio should contain some dividend yielding gold stocks, I wouldn't go crazy and overweight in the stuff. While the current prices are attractive because of the improving dividend yields, as demand drops because of the slowing global economy, profits will suffer. Remember that a company like Barrick still spends $450/oz. to mine it and they're hedged with futures contracts to protect that margin. A lot of their sales are at prices fixed last year. That puts a cap on their potential profits and losses. Unless gold stays over $800 in the long run, profits will stay fixed or decline.]]> http://seekingalpha.com/article/99468-sustainable-energy-after-the-correction?source=feed#comment-282147 282147
Also, as the markets have crashed, so has gone the money to buy that new set of panels. The same pool of money that goes toward early retirement goes to invest in lowering my utility bill.

While I was hopeful just a year ago, we are in a completely different landscape and I think you can't go based on current or projected earnings when looking beyond existing contracts for future revenue. ]]> Tue, 14 Oct 2008 12:21:26 -0400
Also, as the markets have crashed, so has gone the money to buy that new set of panels. The same pool of money that goes toward early retirement goes to invest in lowering my utility bill.

While I was hopeful just a year ago, we are in a completely different landscape and I think you can't go based on current or projected earnings when looking beyond existing contracts for future revenue. ]]> http://seekingalpha.com/article/96071-who-will-bail-out-the-u-s-government?source=feed#comment-258879 258879 Fri, 19 Sep 2008 09:23:11 -0400 http://seekingalpha.com/article/95720-nowhere-to-turn-this-bear-s-different?source=feed#comment-255855 255855
Steel depends on manufacturing be business as usual, which it's not. Without demand, steel has been historically fickle. While their costs are down with the price of coal falling recently, if there's no demand, there's no profits.

This is uncharted territory, my friends. I think the only thing to do right now is hold onto what you've got if you're already at a loss and assume you won't be right-side up for 3-4 years. This is no time to be bargain hunting and it's pointless to sell at a loss unless you made the mistake of buying into WaMu last week. If you are lucky, your portfolio contains at least a few dividend yielding stocks and that will at least give your portfolio some growth if you're set up to DRIP. Frankly, I think my money is safer in dividend yeilding stocks right now than in a bank.]]> Tue, 16 Sep 2008 10:45:26 -0400
Steel depends on manufacturing be business as usual, which it's not. Without demand, steel has been historically fickle. While their costs are down with the price of coal falling recently, if there's no demand, there's no profits.

This is uncharted territory, my friends. I think the only thing to do right now is hold onto what you've got if you're already at a loss and assume you won't be right-side up for 3-4 years. This is no time to be bargain hunting and it's pointless to sell at a loss unless you made the mistake of buying into WaMu last week. If you are lucky, your portfolio contains at least a few dividend yielding stocks and that will at least give your portfolio some growth if you're set up to DRIP. Frankly, I think my money is safer in dividend yeilding stocks right now than in a bank.]]> http://seekingalpha.com/article/93440-solar-breaks-oil-price-dependence?source=feed#comment-244007 244007
Until CSIQ and the other solar giants start producing 2-5% dividends on top of multi-billion dollar profits like XOM & COP, their price is based on nothing more than hope, dreams and subsidies.]]> Tue, 02 Sep 2008 15:04:01 -0400
Until CSIQ and the other solar giants start producing 2-5% dividends on top of multi-billion dollar profits like XOM & COP, their price is based on nothing more than hope, dreams and subsidies.]]> http://seekingalpha.com/article/79737-cal-maine-foods-eggs-in-one-basket?source=feed#comment-188397 188397 Thu, 19 Jun 2008 10:16:00 -0400 http://seekingalpha.com/article/80738-does-buy-and-hold-work-on-major-blue-chips?source=feed#comment-184310 184310 Thu, 12 Jun 2008 12:52:44 -0400 http://seekingalpha.com/article/78927-dow-an-undervalued-5-star-market?source=feed#comment-176981 176981
While I hold PFE, I also have my concerns for long term growth with their biggest moneymaker, Lipitor, coming off patent in 2010. It think the dividend is safe until then, but at that point, all bets are off. That may hold the current price where it is until then.

As for financials, I'm looking at companies that have been smarter than the average bear and managed to avoid the mass of sub-primes like JP Morgan Chase. They're one of the only one's healthy enough to sustain their dividends and continue to pick up bargain acquisitions along the way. Still, I predict stock prices in the financial sector will be flat at best, with a likely downward trend for the next 6-12 months as we figure out just how slow this economy can go without stalling.]]> Fri, 30 May 2008 16:33:54 -0400
While I hold PFE, I also have my concerns for long term growth with their biggest moneymaker, Lipitor, coming off patent in 2010. It think the dividend is safe until then, but at that point, all bets are off. That may hold the current price where it is until then.

As for financials, I'm looking at companies that have been smarter than the average bear and managed to avoid the mass of sub-primes like JP Morgan Chase. They're one of the only one's healthy enough to sustain their dividends and continue to pick up bargain acquisitions along the way. Still, I predict stock prices in the financial sector will be flat at best, with a likely downward trend for the next 6-12 months as we figure out just how slow this economy can go without stalling.]]> http://seekingalpha.com/article/77555-imperial-sugar-insurance-coverage-adequate-to-rebuild?source=feed#comment-170047 170047 Mon, 19 May 2008 12:06:48 -0400