Sweetness

Teck Cominco Unloads Kinross Shares

I'll try to dispel some of your ignorance...

Paulson and Co. is of course now famous for seeing the housing bubble before it popped and profiting to a mind-boggling extent.

They have over $30b under management.

Though I would never presume to speak for Mr. Paulson, it is entirely possible that he is bullish on gold because of the unprecedented money supply increase we are seeing.

So, why is it that you inexplicably believe their ownership in KGC belongs to someone else? FYI- they also have a major position in AU.

If you really believe something is untoward, why don't you call their general counsel, whose contact information is listed on their most recent 13F and ask him?


On Apr 12 10:48 AM Edward Ulysses Cate wrote:

> Taking a look at the Top 10 Major Holders of KGC, you'll see that
> Paulson & Company just took a new MAJOR position recently. If
> one could figure out exactly who Paulson & Company is fronting
> for, we would be able to see who's really pulling our strings. But
> that's why private equity and hedge funds have little reporting responsibility,
> so that it's difficult, or impossible, for the public to figure out
> who's selling them out.

Ten Top Value Traps with Unreasonably High Dividends

MSB, If you attribute today's price weakness in NAT to sellers motivated by its mention in this non-specific, incorrect article, then I must conclude that you have a poor understanding of the market.


On Jan 15 10:30 AM MSB wrote:

> Dear Author (Alexander Wissel)
>
> DO YOUR HOMEWORK!
> Is this article meant to frighten or enlighten?
> Some of these companies are REQUIRED to pay dividends.
>
> I just bought NAT. Thanks for the price drop.
>

Dow Chemical's Next Move

Perhaps you have a detailed opinion of why you disagree with the market's valuation of DOW. However, to only state that DOW's valuation should move toward Huntsman's leads me to believe that you are using the relative valuation of HUN and EMN to determine the appropriate valuation for DOW. A dubious assumption, since DOW's market cap is 12 times greater than HUN and 7 times EMN.

Nordic American Tanker: Income Strong, Raises Dividend

The press release states the '08 first half income was greater than all of 2007, not 2006.

Day Rates Headed Higher at Nordic American Tanker

"NAT's chart is very bullish. They had a double top breakout pattern as of April 16th."

Apparently the weekly and daily key reversals from all-time highs, overbought daily RSI, and the fact that the stock has rallied more than 60% in two months make you think there is room to the upside...