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filo67

filo67
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  • North American Palladium's CEO Hosts Investor Day (Transcript) [View article]
    Anything goes on this one. The clock is ticking quickly with their debt obligations. Will they get up to capacity quick enough to outrun their debt load? The upside is that the market and politics are most favourable for them...for now.
    With any luck, there won't be any major commissioning glitches and they can hit high grade ore and deliver tons of the stuff for catalytic convertors to clean up the mess in China.
    If the indeed the best laid plans...
    Long PAL all the same.
    Oct 23, 2013. 01:12 PM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    Yes! Spread the word!
    Oct 20, 2013. 08:54 AM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    Without government financing teaching hospitals, universities, research Big Pharma, modern medicine wouldn't even be a vague dream on someone's deathbed.

    Even the most cursory review of health standards worldwide highlights the fact that the best health services are inevitably and exclusively available in countries where both government and (gadzooks!) taxation are integral elements of the process.

    As if that weren't enough, aid in the form of health products or services ALWAYS flows from governments with well established governmental institutions and high tax regimes to 'less developed' countries with weaker governments and lower levels of taxation.
    Oct 20, 2013. 08:49 AM | 3 Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    For starters, try comparing malpractice insurance between the two systems. There's a TAX for you if ever there was one...

    Logically, we are left to suppose that the distribution of health care services will soon echo that of national wealth in general, i.e., Star-Trek services will be available for 1% of the population and the rest, well, they can just hope that a bowl of Mama's soup will take care of what ails them.
    Oct 20, 2013. 08:43 AM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    Do your homework. The Canadian system is much cheaper.
    Oct 20, 2013. 08:38 AM | Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    Absolutely. You might even qualify it as 'socialist' (if you don't get shot in America just for mentioning the word).

    Amazing how the middle class has been brainwashed into believing Obamacare will impoverish them.

    Likewise, it's incredibly strange how everyone complains about the price of Obamacare...yet no one seems to mind bailing out bankers to the tune of 700m. There must be some deficiency in the media somewhere...
    Oct 20, 2013. 08:36 AM | 3 Likes Like |Link to Comment
  • Now Is The Time To Be Fearful [View article]
    Unfortunately, the 'no-government' crowd prefers rhetoric to facts.
    Oct 20, 2013. 08:32 AM | 2 Likes Like |Link to Comment
  • House scraps vote; deal now in Senate hands [View news story]
    Indeed, he's come a long way - from being in a cage with a mud floor ... to being incapable of remembering how many houses he owns !:)
    Oct 16, 2013. 03:38 AM | 2 Likes Like |Link to Comment
  • Potash Corp CEO Has To Go [View article]
    It seems we live in a business world where CEOs enjoy the same enviable heads-they-win tails-we-lose position as bankers do. If they're wrong, the stockholders and employees pick up the tab. And if they're right, they take take home all the winnings in various board-designed packages.

    That is, they can always 'rationalize' the work force and are quite well paid for getting rid of even the most loyal workers. The market applauds, the CEO goes home with a briefcase full of stock options.

    Then some of them simply steer the ship safe of any obstacles without assuming any extravagant risks. Lovely bonuses.

    Then there are those who ruin more than they construct in the name of taking 'bold risks'. The company loses half of its market value. The CEO takes home a golden handshake.

    All that, I suppose, because it must get terribly 'lonely at the top'.

    Can't help but wonder if they get so lonely, say, on their yachts after they've 'retired'.
    Oct 12, 2013. 05:47 AM | Likes Like |Link to Comment
  • Hydrogenics Corporation: A Review After Management Meeting [View article]
    Nice article.

    I would be interested in hearing if anyone is aware of "Increased competition in the energy storage space by entry of a major company"
    with regard to particular companies such as Air Products, Air Liquide, Linde AG and the likes.
    Does anyone know if these companies are eyeing the same market?
    Does HYGS have a wide lead over them? etc.
    Oct 10, 2013. 11:05 AM | Likes Like |Link to Comment
  • Westport Innovations: A Must Own Secondary [View article]
    In the business world, it is difficult to assess which has more effect on stock prices - technicals or crowd behaviour. In the case of WPRT my thoroughly unfounded intuition is that the market's perception of the company is clouded with a scepticism that will punish WPRT in at least the short term.
    Love the idea, love the company. Somehow, the composite story just doesn't stack up. Reminds me a bit of Ballard Power Systems by its price behaviour.

    Might go long at 17, but I'll let the less feeble-hearted risk taking it up from here.
    Sep 27, 2013. 12:27 PM | Likes Like |Link to Comment
  • Potash Corp: Relax, Everything Will Be Just Fine [View article]
    Some excellent views on the situation, thank you.

    This just came in:
    http://bit.ly/13VNO8C
    CEO of Uralkali, Vladislav Baumgertner, detained on suspicion of abusing his position and official powers, RIA Novosti.

    My bet is that this should bring everything back to near normal.

    Long $POT.
    Aug 27, 2013. 07:31 AM | Likes Like |Link to Comment
  • Good-Yielding Dividend Portfolio With Very Low Risk [View article]
    Thank you for sharing some excellent ideas with a great rationale behind them!
    Aug 15, 2013. 10:31 AM | Likes Like |Link to Comment
  • Rebuttal: 'Is A House Really A Good Investment?' [View article]
    De gustibus non disputatum est. Different strokes for different folks... & far be it from me to tell anyone what the 'better' investment is.

    That said, life is full of incredible unexpected changes. Some people like to live them around the home fires while others (like myself) prefer getting out to see the world.

    Personally, two unbearable sacrifices as a homeowner for me would be, as George Edwards so aptly put it above, 1) 'BTW, it is not the costs of maintaining real estate that get you down, it is the burden of managing a crew of maintenance workers,' together with the fact that 2) Planet Earth is a huge place full of fascinating adventures, and if I'm spending every Saturday mowing the grass, I'll surely miss out on a lot of them.
    Not to mention that, with all of that money I should be saving as a homeowner, I'd probably want to go see how folks live in other parts of the country or the world. A famous traveler and philosopher once said, 'Living on this planet and only speaking one language is like having a beautiful mansion...and always living in the same room.'
    Then again, life is full of changes & ups and downs - that little starter home becomes much too cramped with a few kids, and the ranch rambler can be a nightmare during divorce proceedings or a mid-life crisis. Then the neighborhood changes: the local economy goes down the tubes and urban blight sets in...or the business park down the road is booming and your quaint local neighborhood becomes totally gentrified...until they put the new airport in back behind the forest just behind the lake where you used to picnic with the family...
    In any event, life should be an adventure. Why retire before you've even lived...? If 'owning' a home helps to make life an odyssee, go for it. If on the other hand something is missing as a homeowner, one can always cash in one's chips - the RE market will be there in fifty years.
    The best investment? Living life to the fullest.

    Great article. Lively discussion.
    Jul 26, 2013. 11:39 AM | 4 Likes Like |Link to Comment
  • A Slumbering Oil Giant Is About To Awaken [View article]
    It must alas be said that the politics surrounding PBR are such that it defies any semblance of fundamental analysis, as the fundamentals are moving targets built on shifting sands. Sinking money into it might make for some lucky gambling, but certainly a far cry from any rational investment.

    I think I'll sit this one out. Good luck longs!
    Jul 23, 2013. 07:46 AM | Likes Like |Link to Comment
COMMENTS STATS
61 Comments
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