beabaggage

Copper Prices Slumping; Targets Cut for Barrick Gold and Goldcorp

As long as copper's primary production comes from politically/labor unstable production centers, companies with copper production in producing stable mines will be valuable. It is just a matter of time before FCX or Xstrada buys something like NXG, selling for $1.14 a share now with vast qualtities of proven reserves. Just to sit on it until prices rise. We may also be surprised this quarter to see some hedges place on some of these "unhedged" production companies locking in good prices on some production.
Long NXG, just bot more.

Attractive Outlook for MLPs Following September Lows

buy KYE, you get a nice basket of MLP's rising divs, less risk. sold my EEP/EEM near 50 and bought into KYE at 21 pre-div. So with a $2.16 payout that is 10%. Can own in your IRA without all the tax crap. looking to buy more KYE too, sold some of my QID--KYE's 10% is a good return-- good enough for Buffett on his GE/GS and good enough for me now too.

Some True Safe Havens Are Still (Surprisingly) Undervalued

Agree totally, tried to buy some palladium bullion from several sources and the coins are all sold out. Bot more PAL instead at <2. Long PAL,SWC, NXG, CDE and GFI just for good measure. Fed is printing money like crazy, the 70's are back and the metals and other hard assets still have a ways to go in this correction. Gold is still 850 folks, people act like it went from 70 to 3 like their AIG! a 15% correction that is all. Canroys are so cheap now too. Soverign wealth funds will look to CN next and buy into/buy up these as well.

Pharmaceuticals: Pfizer Is a Buy

Sanofi looks good too, good enough fior Buffett to buy into it. nice yield there as well.

Pharmaceuticals: Pfizer Is a Buy

Great value, loaded with cash, cash is king now, who needs a pipeline, the way things are going they can buy anything they want cheaply with all their cash and/or raise more w debt ala Microsoft with their high ratings.
Recently increased marketing for lipitor and chantix will keep things moving up.
Lyrica is the real sleeper in this portfolio, anything that helps with pain is going to be hot. Neuropathy is a painful condition, I have it, and this drug works wonders. Neuropathy via Diabetes is growing problem.
Plus don't forget Celebrex. The pipeline is full of goodies.
So buy buy buy and forget the 0.5% you can get on tbills, collect the div. I bet they raise div to 1.40 too. With earnings of about 2.10-2.20 they coudl afford it. thats makes the wait and see yield about 8%
Long/Buy!

High Number of Gold and Silver Mergers Forecasted

Good points, own NXG, CDE. Same could also be said/apply to PAL, SWC that I also own re plat/palladium group metals. Large cap prec metal cos could easily swallow these companies to diversify further into mostly "safe" country places like CN/AUS/USA/MEX.

Saut: Sell Financials, Gold; Some Buy Ideas

There is no investing anymore Jeff, just speculating. Harry Dent is being borne out by this market, last commodity spike before the depression coming is now here. Bubble money will flow back into commodities where they can short/speculate etc. without fear of gov't restriction.
JNJ? any stock sitting in near-high range with ONE little disappointment is going to be slammed. One bad thing comes up, this stock gets hit back to 62 fast. I would rather own PFE with all it's cash. Cash is king. Cisco, Exxon, PFE etc. co's with Cash and no or little debt will clean up soon leaving others in the dust.
Manulife, MET, PRU, they would love to lend a few billion at 5-6% now to a AAA company like PFE buying out say SNY or someone.
Long gold, silver, Canroys, PAL, SWC, ZINC( a baby cash hoard) QID and MZZ, working for me! looking to sell down QID and MZZ profits then will add to strong blue chip players for long term holdings.

What I'm Selling (and Buying) in the Market Turmoil

There is not going to be any money for the greenies, we are giving it all to the bankers and wall street. So oil and the cash flow it generates in safe countries like CN will be king. HON, GE have too much with aerospace too, the plane cycle will slow dramatically. These companies will also be hit by a wait-and-see order strategy by their customers who are not going to spend unless they see a return or can borrow to do so.

Pfizer: Seeking Alpha in Pharma

Pfizer's biggest asset is it's huge cash hoard. Like Exxon, Cisco and so many other giants, this company wisely accumulated tens of billions of dollars for the depression we are entering. This will allow them to buy for next to nothing anything they darn well please, not to mention their borrowing power in the new corporate world order emerging. This is why they call them blue chips, folks.
Long, Buy!

Inhospitable Value at Hospitality Properties Trust

agree, self serving shorts, manipulating FACTS and TRENDS for their own profit. long this stock, give me travel related real estate in a slow Staycation economy with falling gasoline prices anyday. Long this, AHT and HT is on my hot list for buy. long means collect good dividends and hold a stock by the way, not buy for a quick gain.
Realestate is another good hard asset like precious metals, oil, NG, etc. for the worthless dollar being devalued everyday by these bailouts and the Bush war debt.

Commodity Roundup: What To Be Bullish On Now

everytime PAL is under 4 it has rewarded me. added more recently. they stuck GFI with the Finland mine, makes sense to me, own GFI too, they can tuck that asset away or develop it if Russian output dries up or becomes embargoed.
read PAL Annual Report, good little company for sure. Also own SWC, ZINC,CDE, NXG. Love these little safe country gems.
NXG just added MORE reserves in AUS, blah blah blah.
Just a lot of shorting going on now, Gold is STILL around 750, Copper $3.15 or so. Indian and Chinese will add to their personal holdings as consumers who know the Dollar is becoming worthless with all the bailouts. BUY!

Which Energy Trusts are More Vulnerable to Distribution Cuts?

Also I bet with the economy slowing in CN too, thje tax issues will resolve themselves before 2011.

Which Energy Trusts are More Vulnerable to Distribution Cuts?

who would ever believe anything any analyst had to say?? especially UBS, watch ING take them over, they are idiots.
Good point about divs being paid when Oil/NG much lower. I bot my Canroy portfolio when the oct 06 tax bomb hit (AAV,PGH, HTE,PWE, PWI( guess what, Dubai bought me out the last time the shorts drove prices down!) OGN.UN fund and recently added a lot of PVX since they sold their US assets to reduce debt/improve CN grown)
I can't believe the cash generated with good gains in a Safe country.
CN interest rates are low, may go down, so debt wb easier to service.
HTE has that refinery, a gem of an asset in a safe country which can market to EU or Africa at low trans cost. AAV coining money, deciding what to do with it.
Also don't forget the good hedging these Canroys do to protect divs/cash flow. A lot of new profitable hedges put on in the Oil/NG spike.

Analyze your OWN stocks, do due diligence and make money.

Got Zinc? The Long Case for Horsehead Holding

Agree also and am long. Easy pickins for anyone to takeover but risk appears low. Buying more w my CanRoy Dividends on the 16th!
Go Steelers!

$300/Barrel Oil Is Coming - Barron's Interview

Buy the CanRoys before Imperial Oil, Encana etc. buy them all up at a massive premium. Collect major divs in the meantime. It is fall, heating season, people driving kids everywhere to school in big SUVs and minivans etc. Long PWE, HTE, AAV, PVX, PGH and for a nice conservative play, Brompton Eq WT O&G Fund (OGN.UN-TO) paying ..07c CN monthly owning 5% of 20 CanRoys.
Safe country assets. Agree, Oil is here to stay for a long time.
Chinese and Indians won't go back to bicycles, especially in the monsoon and winter seasons!