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  • Where Are The Best Opportunities In Preferred Shares? [View article]
    Correction of bear market ? This might be an important question to ask - sadly preferred shares tend to drop with either bonds or stocks - so as I am also invested and a big fan of preferred shares I am quite afraid that this is the next shoe to drop, and the only quiet area I have found so far are individual preferred that are past call date and are trading close to the 25 US$ call price, if you chose high quality there one might be safer than with ETF's or closed end funds that tend to track the overall market - looking at the 2008 / 2009 crash many preferred dropped as low as 3-5 US$ from a 25 $ issue price - take a look at some long term charts - FFC ( trading today at 18.5 US$ ) fell below 2 US$ just to name one ,...
    Sep 27, 2015. 06:47 AM | 1 Like Like |Link to Comment
  • Update: My Key Takeaway From Arch Coal's Q4 Report [View article]
    I was just listening to the conference call and I am impressed with the 2014 results and clearly the company is here to stay - however we are looking at a US wide shift from coal to gas in electricity production and steal demand is low - the problem with coal in general is that shipping costs are much higher than production costs as a percentage of the sales price and with the low AUD ( new 6 year low today ) these producers will have a clear advantage shipping into the Asian market - short therm
    ( that is 1-3 years ) ACI will live - long term I do not know - I very much hope so bought their bonds north of 50 %
    Feb 3, 2015. 12:16 PM | 3 Likes Like |Link to Comment
  • Rosneft Deal Is A Major Step Forward For Seadrill [View article]
    I would very much agree, to do business in Russia or with Russian companies has been the downfall of many even much larger companies, lets wait until we know the details before we jump to conclusions
    May 28, 2014. 09:04 AM | 3 Likes Like |Link to Comment
  • Making The Long Term Case For TripAdvisor [View article]
    I like the company very much and think they are in some way the future of obtaining travel related information - no need to trust advertising just read what others have written about the place one likes to visit - and I personally missed out on holding my own shares long enough - today however at 108 US$ per share and current 76 P/E I am not sure if this price is still justified - in a way this reminds me very much of March 2001 shortly before the crash of the NASDAQ
    I love to buy some shares back but will wait for the next market correction to do so,
    Mar 6, 2014. 11:05 PM | Likes Like |Link to Comment
  • Annaly Capital: Falling Knife Or Solid Turnaround? [View article]
    I would agree that NLY is in a long term down trend but it has broken the 200 day line upwards and clearly at least from a technical point of view the stock is a buy
    Mar 2, 2014. 09:53 PM | 1 Like Like |Link to Comment
  • The bad news just keeps rolling in for Chesapeake Energy (CHK), with sources saying that in the weeks before CEO Aubrey McClendon was stripped of his chairmanship, he arranged an additional $450M loan from a longtime backer which was simultaneously arranging a $1.25B round of financing for Chesapeake itself.  [View news story]
    I think this is actually good news, as it will open CHK for a buyout EXON should be very interested to acquire these excellent assets
    May 9, 2012. 05:56 AM | 1 Like Like |Link to Comment
  • 5 Reasons Why Chesapeake Shares Should Be Sold [View article]
    you all talk about CHK, what about CHKR, we bought on advice of :

    -- Nathan Slaughter
    Chief Investment Strategist, Scarcity & Real Wealth

    we bought at 28 1/2 and with the stock at 23 1/2 - yielding 12 1/2 % at the last quarterly dividend of 73 c - not a bad payout to wait for the shares to recover, but clearly there is a abundance of nat.gas available and more and more coming online every day, - looking at this trust a large % consists of gas and not oil assets - so given the low price of gas one can assume that the payout will fall in the near future. On the other hand the future of the US economy is more in gas than in oil - from conversion of trucks to liquid gas to energy production with gas turbines, the more the price of gas falls the more attractive will be investments in this energy space and the more the demand will go up in the future and with demand also the price, only problem is when ?

    Comments please

    Philip Binder
    Apr 28, 2012. 07:49 PM | Likes Like |Link to Comment