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  • Consider Oversold Cabot Oil & Gas On High Natural Gas Prices And Fundamentals [View article]
    Better plays, such as?
    Mar 2, 2014. 06:29 PM | Likes Like |Link to Comment
  • SA author Timing Best Buy compares GE (GE) and Siemens (SI), which, "after a lot of changes, dividend cuts, management reshuffles and economic difficulties...seem to be running on all cylinders." Timing Best Buy notes that five Morningstar analysts rate GE a "Buy," while three recommend a "Hold" for Siemens and one a "Sell." That's in line "with my expectations for the two companies' future results" and further underlines GE's potential. [View news story]
    " 5 Morningstar Analysts recommending a buy...."? There seems to be at least one typo in this message. To my knowledge Morningstar publishes not more than one rating per equity at any time and it is expressed in stars

    Currently GE is four stars and SI is 3

    What other typo's are there which I missed and what is the point you are making?
    Dec 3, 2012. 06:54 PM | Likes Like |Link to Comment
  • Royal Bank of Canada (RY) fires back at the CFTC after being accused of running a massive trading scheme, calling the claims both "absurd" and "meritless." The company notes that the proceedings will not a be financially material event for it. Shares -1.2% premarket.  [View news story]
    Yes, you can argue that the setting of priorities at CFTC is somewhat questionable. BUT for those who believed that RY was a well run conservative bank and relatively safe equity investment, they have something to wonder about.
    Even if the trades were cleared with CFTC as RY asserts, were they cleared with the Canadian tax authorities?
    Is RY relying on its federal government support with one arm and meanwhile using its other hand to pick its Government's pockets? Legal or not, entering into sham transactions to avoid taxes is for this bank who is so dependent on profits from its oligopolistic home market ( protected by its government) an issue serious investors cannot ignore , although the implications will be indirect and less than transparent to the public at large, the Canadian Government will not appreciate being spit in the face by the largest of its domestic banks
    Apr 3, 2012. 03:16 PM | 1 Like Like |Link to Comment
  • The official statement from the EU summit is a bureaucrat's dream of rules, triggers, levels, and mechanisms. The proposal creates far stricter rules over member state budgets, with greater EU oversight over nations that stray, and looks like a first step towards ultimate fiscal union. It's not hard to see why the U.K.'s Cameron ran the other way.  [View news story]
    Does anyone seriously think that the "leaders" as they convened have enough authority and political strength /support in their respective home markets/countries to agree on a binding agreement that gives up any part of their respective national Sovereignty? Europe so badly wants to fool the markets and enjoy a peaceful Christmas that they chose the words that an anxious market likes to believe, until 2012 when reality returns. Happy holidays, remember time to align portfolios and sell into strength!
    Dec 9, 2011. 10:52 AM | Likes Like |Link to Comment
  • FOMC minutes: More tools ahead after the Twist? "A number of participants saw large-scale asset purchases as potentially a more potent tool that should be retained as an option in the event that further policy action to support a stronger economic recovery was warranted."  [View news story]
    ASSET purchases? It must be my unfamiliarity with the english language, but where I come from ASSETS are typically something with value, if not secure cash flow potential.
    Oct 12, 2011. 04:47 PM | 2 Likes Like |Link to Comment
  • With 10,000 baby boomers turning 65 every day and 26M Americans afflicted with diabetes, Ford (F) sees medical monitoring as the next key to a burst of car sales. Ford has developed a car seat to check the driver’s blood sugar and heart rate, and new features could track breathing patterns for asthmatics or pollen counts for allergy sufferers.  [View news story]
    GREAT IDEA, leaving the uninformed earlier comments of presumably healthy writers aside (or if they are not healthy, intellectually challenged). I would immediately buy Ford's product IF they can produce a car which can give me a reliable warning when my blood sugar level is too low. For the last 36 years of living with Diabetes, that has been one of my key concerns; causing a critical accident when suddenly my blood sugar level drops, as it has from time to time,( fortunately without any adverse consequences).
    Way to go Ford, think ahead of the average uninformed car driver, they eventually will get it.
    May 26, 2011. 05:58 PM | 2 Likes Like |Link to Comment
  • Battle of the Agro-Chemical Titans: Monsanto vs. Mosaic [View article]
    There are a few similarities between MON and MOS. I have positions in both, but that is also a non relevant similarity. Comparing them because they both operate in the same business area is in my mind like comparing a producer of toothpaste with the manufacturer of washing machine detergent; both sell to consumers who have "cleaning" needs. Perhaps there is even more similarity between the toothpaste and detergent manufacturers. Thinking about MOS and MON and ignoring the differences in R&D, differences in raw material reserves and the impact of raw material prices, seem to ignore aspects which may all be more important to the price behaviour of these equities than the similarity in market cap etc
    May 13, 2011. 06:35 AM | Likes Like |Link to Comment
  • Imperial Oil: King of the Wild Frontier [View article]
    Joe, from what I have seen so far you are MUCH better in making investment judgements than assessing a political landscape, unless you have read something about Ignatieff ( Liberal) Layton ( NDP, leftist socialist) or May ( Green Party) which suggests that they are "under cover" supporters of business and in particular the energy industry out in Western Canada. If so, please share it.

    The recent twist in Canadian politics ( No confidence vote leading to May elections) is most likely to either give the Conservatives whom you do not seem to like a majority and hence virtual total control for a long time ( what is the definition of democracy again?) or a simple continuation of the current minority conservative government. God forbid that Liberals & NDP (supported by the Bloc Quebecois, who want to seperate from Canada on THEIR terms) succeed in forming a coalition government. That will definitely bring IMO back in buying range, hmm maybe not so bad afterall, I can add some to my position.

    Disclosure; I am a resident of Canada with a passport of a democratic country which prohibits dual citizenship and hence I am NOT a voter in Canada
    Mar 26, 2011. 09:37 PM | Likes Like |Link to Comment
  • With oil above $104/barrel, the White House says it's "looking at all the options out there" to ease prices, including possibly tapping the U.S. strategic oil reserve.  [View news story]
    Inclined to agree, BUT it is not yet Obama. He is the Commander in Chief and if indeed he listens to the stupid people whom he was unfortunate to allow in his administration, THEN he is at fault, until then it is silly babies like Tim G
    Mar 6, 2011. 04:56 PM | 4 Likes Like |Link to Comment
  • It's little surprise that everyone was tapping liquidity via the Fed's Primary Dealer Credit Facility in 2008 (notably MS, BAC and separately Merrill Lynch, GS, BCS, Bear Stearns (JPM) and Lehman Brothers). Turns out Lehman wasn't the biggest user of the program by far. (Fed programs data dump)  [View news story]
    Agree Greenzulu

    More interestingly, perhaps, the numbers shown above by bbro make one wonder whether Lehman failed because it did not have enough of another asset class; " Insider Friends in Washington".

    Looks like the Goldman Club got away with murder and in the process eliminated one of its longstanding rivals
    Dec 1, 2010. 01:54 PM | 3 Likes Like |Link to Comment
  • Warren Buffett tells CNBC that by his own "common sense" definition, the U.S. is "still in a recession [and] we're not gonna be out of it for a while." Also, Berkshire (BRK.A) unloaded another 560,000 Moody’s (MCO) shares, according to an SEC filing, the second large sale of the stock this month.  [View news story]
    That was when he sought buyers for his stock and wanted to support his buddy in the white house, this is when he seeks to preserve his reputation so he can continue to make pronouncements that people follow, in spite of not always making common sense ( by his own definition ) read Snowball, his authorized biography and you get a feel that this guy is not what the media simplify him to be!
    Sep 23, 2010. 09:20 AM | 1 Like Like |Link to Comment
  • This Is a Trader’s Market, Volatility Demands It [View article]
    While I disagree with the comment of fxtrader07 whose statistic about daytraders is popular but misleading ( probably includes all people who call themselves day traders both those with education and those without) my main point is to support the suggestion that commentators on the market are required to list their own performance.

    Why don't you take this one step further Bill Cara? Start as an example with your own record. Perhaps you can get buy in from Seeking Alpha and have them impose this requirement on all their contributors ! that would really set Seeking Alpha apart from the Jim Cramer crowd!

    You could at this time still develop the format and the methodology to keep the numbers current and relevant. I think it is a great idea, but am afraid that it will allow some charlatans to rig the numbers.

    Sep 25, 2008. 09:26 AM | Likes Like |Link to Comment