LDC2014

LDC2014
Send Message
View as an RSS Feed
  • Why I Am Confident In Royal Dutch Shell  [View article]
    You can be sure of Shell, surely?
    Apr 9, 2015. 05:16 PM | Likes Like |Link to Comment
  • The Global Minotaur: The Crash Of 2008 And The Euro Zone Crisis In Historical Perspective (Video)  [View article]
    I meant more in 2008 he was a blogger than he's in a position of authority to put his ideas into action- whether or not they are good for Greece and the Eurozone is another matter.

    Will the idea of GDP linked growth bonds for new debt instrument for Greece be acceptable to the ECB,IMF and EU?

    LDC
    Feb 4, 2015. 06:13 PM | Likes Like |Link to Comment
  • The Bravado Of Borrowers  [View article]
    Yes, however growth or GDP bonds may be worth a shot other than a Grexit.

    However, the US has at least has a reserve currency and its debst in dollar. Greece has many foreign creditors and with a new currency-it will be punished, indeed, with debts still in Euros whilst generating new drachma denominated GDP.

    For further thoughts try- the FT's martin Wolf: A deal to bring modernity to Greece: http://on.ft.com/1CvCYWI
    Feb 4, 2015. 01:12 PM | Likes Like |Link to Comment
  • The Bravado Of Borrowers  [View article]
    Yes, I'd do if fact my colleague and I looked in to it. However, living the UK reduces the ability for US institutions to lend to us.

    But on you go- if you can bear the loss if it occurs.

    LDC
    Feb 4, 2015. 12:22 PM | Likes Like |Link to Comment
  • The Global Minotaur: The Crash Of 2008 And The Euro Zone Crisis In Historical Perspective (Video)  [View article]
    Now he's got his chance as the new Greek finance minister
    Feb 1, 2015. 10:19 AM | Likes Like |Link to Comment
  • Why 1976 Is Relevant On The S&P 500 Index  [View article]
    yes, that is something to sit still and consider ahead.
    Jan 31, 2015. 10:40 AM | Likes Like |Link to Comment
  • Time To Sell The S&P 500  [View article]
    ""Change primarily driven by technological advance is the dominant reality of human history".
    --------------

    Agree- based on everything since the end of the Younger Dryas - driven by human ambitions and desires- food, sex, and status thus trade patterns and technology required to do it.

    The systems will collapse- but when is the unknown- not in 2015 is my short term guess.
    Jan 25, 2015. 08:24 PM | Likes Like |Link to Comment
  • GDF Suez Shares Should Get Re-Rated  [View article]
    ECB QE a boost for E.ON and GDF Suez while it prevails or do falling energy prices blow away the benefits-Discuss?
    Jan 25, 2015. 08:09 PM | Likes Like |Link to Comment
  • Reasons To Buy Kohlberg Kravis Roberts & Co. L.P.:Distributions And Price Appreciation  [View article]
    well did you buy user447425. dividend payment soon. i'm holding for that and maybe buy more.
    Jan 17, 2015. 09:55 AM | Likes Like |Link to Comment
  • GDF Suez Shares Should Get Re-Rated  [View article]
    thanks catharina- useful to keep thr faith with long positions such as gdf suez. any thoughts on the service companies- schlumberger or petrofac.
    Jan 17, 2015. 09:38 AM | Likes Like |Link to Comment
  • Reasons To Buy Kohlberg Kravis Roberts & Co. L.P.:Distributions And Price Appreciation  [View article]
    Great Minds think alike...fools never differ and all that. I've been aware of KKR for a while now.

    Glad to read an article which goes along with my thinking. The deal flow and thus fee flow is important but appreciate income/earnings maybe lumpy. Mind you that is how live all year long.

    So I've just some today at $22.30 for the distribution, for the global deal flow, for the global need for infrastructure, healthcare, Data-centres, technology or agribusiness and the fact that these people are involved in opportunities hard to access by most private investors or little deal clinchers like myself.

    It's now held in my ISA which is a UK tax protected vehicle but tax considerations weren't my main consideration buying.

    Have a good week-end,
    Little Deal Clincher
    Edinburgh
    UK.
    Dec 5, 2014. 10:17 AM | Likes Like |Link to Comment
  • Don't Buy And Hold Commodities, Trade Them  [View article]
    yes- who blinks 1st Saudi or US shale producers- it's an exciting (athough not fun for many) geo-political stand off with many levels and effects and influences also in play- reults in Iran, Syria, Russia, Venezuela, US and EU consumers, Japanese exports etc, US $ strength and world economy in 2015.

    Little deal Clincher
    Dec 2, 2014. 09:31 AM | Likes Like |Link to Comment
  • Seadrill: Perspective From Russia Part 4  [View article]
    Spasiba Vladimir
    Nov 20, 2014. 03:23 PM | Likes Like |Link to Comment
  • The Right Utility Stock For My Portfolio - Under Construction?  [View article]
    E.on is a hard long hold for me.
    Nov 19, 2014. 07:19 PM | 1 Like Like |Link to Comment
  • Is General Electric The Perfect Company?  [View article]
    Enjoyed the article- I've held GE pre-2008 in my own pension plan (US 401K? type plan). Seen it at $30+ and ~$6 remember that? I didn't buy then but did later. As a UK holder the £/$ value swings about a bit.

    What I like is the Engineering- engines, turbines, oil& gas services and not the GE Capital part. So the more it reduces that and sensibly expands the other the better. Although comments above do and articles in the FT.com mention also its management and its sheer scale of operations which acts for it and against- simply put the benefits and liabilities of scale- management structure and their control systems.

    When it was at $6 per share there was plenty comment on its debt compared to its equity held. Has that improved or just been overlooked now that it's engineering companies are more to the fore and performing satisfactorily in the recovering global economy?

    With markets quite a puzzle- concentrating on the good companies is the answer (and try to hold LT if you can). GE as a long term investment is okay but a PEG of 1.64 isn't a bargain at the moment.

    Cheers,
    LDC
    Jul 15, 2014. 10:13 AM | 1 Like Like |Link to Comment
COMMENTS STATS
28 Comments
3 Likes