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Teutonic Knight

Teutonic Knight
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  • ExxonMobil: The Safest Way To Play The Oil Rebound? [View article]
    ExxonMobile is certainly safe. However, it may not necessarily be the best once oil starts to rebound. Adept investors have already sold off the more risky oil assets, moving the proceeds into XOM. This might explain why XOM had withstand the current downdraft better than most.

    Once it becomes clear that oil starting to rebound with the Saudis relenting and when enough oil producers folded, money would start flowing back to such downtrodden names as RIG, SDRL, LINN Energy, XOP, among others, to capturing the explosive rise thereof.
    Dec 12, 2014. 12:16 AM | Likes Like |Link to Comment
  • IMF: Ukraine bailout at risk [View news story]
    It Is called the 'Clash of the Hegemonys' plus the Evils and Travails of Greed; nothing new here since Abraham time. Rhetorical question here, would another president other than Obama would have done differently?

    Politicians make mistakes, they call them 'Political Mistakes'; but it is always the people who suffer.
    Dec 10, 2014. 04:26 AM | Likes Like |Link to Comment
  • Pengrowth Energy: The Sky Is Not Falling [View article]
    Collapsing crude oil prices would be harder on the ocean rig drillers as RIG and SDRL, and on the shale producers as LNCO. Rigs and shale gears sitting idle not being actively contracted would be eating up overhead, wasting resources, and diminishing revenues, impacting the bottom line immediately, resulting in layoffs and dwindling staff morale.

    Whereas with the PGH case, Lindbergh is already so far ahead. Don't forget it almost took them 3 years to building up this project from the scratch, planning, procuring, and organizing to this stage of imminent production. Further, PGH is more diversified into Natural Gas, conventional oil production, and Lindberg is heavy-oil and more sustainable in long-term production.

    Needless to say, PGH is not immune to the current 'crisis'; but I just hope that they would somehow be able to maintaining the dividend for at least another 6 months or so when hopefully the Saudi sand storm begins to subside.

    Best to all! I am long.
    Dec 9, 2014. 10:25 PM | 2 Likes Like |Link to Comment
  • The One Sector You Must Own Today (Part 3 Of 3) [View article]

    I hear you.

    Unlike the 1987 stock crash you mentioned which was indeed emotionally charged, this oil price collapse is buttressed by the Saudi, who are resolved to 'breaking the neck' of the shale oil producers. It would take oil to adjust to 'market price' as OPEC announced after last Thursday meeting. That could mean more pain.

    I read their message as "War".
    Nov 29, 2014. 07:22 PM | 3 Likes Like |Link to Comment
  • The One Sector You Must Own Today (Part 3 Of 3) [View article]
    Read the Tea Leaves, folks.

    For the Saudi, the OPEC Major, to have blocked the production cuts proposal mean only one thing, that they the Saudi are set on challenging the West's shale oil, deep ocean drills, Canadian oil sands, and other green energy endeavors. They would be smart enough to know that any retreat on their part in the foreseeable future would be a strategic disaster. Such moves will be construed as signaling weakness to the contenders, a dire threat to their coveted dominance.

    The next stop of WTI would in my view be in the $50's. (now at $69 as I write).

    Stay tuned for the Game Changer and the Harbinger of Things to come!
    Nov 27, 2014. 04:58 PM | 7 Likes Like |Link to Comment
  • France, Italy, Belgium to have until March to adjust budget [View news story]
    Sounds like the Harbinger of things to come; hope all is well per 'Hope and Change'
    Nov 27, 2014. 10:10 AM | Likes Like |Link to Comment
  • Part Of's Core Is Dying [View article]
    Mr. Santos, thanks for contributing one of the most insightful and substantive articles I came across this year. I am a big spender with because of my personal preference for 'convenience'; you opened up my eyes with your assessment. I don't own AMZN at the moment and don't plan to in the near future.
    Oct 26, 2014. 02:55 AM | Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]

    It doesn't look good.

    Recent so-called innovations are mostly 'incremental gadgets enhancements' as the Smartphones, and Tablets. A five-hour flight from NYC to LA still takes at least 4 hours of ground time, like one hour to the airport including parking, one hour pre-boarding and another for de-boarding and baggage collection, then one hour to the final destination, hotel or home. The top 1% might fare a bit better with private jets though.

    I honestly don't know. You may call me pessimistic.
    Oct 25, 2014. 09:58 AM | Likes Like |Link to Comment
  • misses by $0.21, misses on revenue [View news story]
    Don't forget 20 years ago this was only a $30 stock. Long downhill to go?
    Oct 23, 2014. 04:50 PM | Likes Like |Link to Comment
  • IBM adds to losses as Street digests Q3 report [View news story]
    @Just Some Guy

    Obviously I am way behind time as an oldie and senior.

    $25 sounds about right; I would consider throwing in a few bucks then.

    Best to all!
    Oct 21, 2014. 12:32 PM | Likes Like |Link to Comment
  • IBM adds to losses as Street digests Q3 report [View news story]

    I read your link. I understand your viewpoint. Thanks! Ms. Gini certainly has a challenging job on hand.

    To the best of my limited and perhaps obsolete technical knowledge (and I'm now retired after 40 years as an engineer), IBM is best known for hardware skills than soft; correct me if I'm wrong); its culture is stoic ingrained akin to the federal government establishment mentality.

    I would recall in my post-college days IBM was reputed to recruit only fresh college graduates so reportedly they could better 'control' their thinking and loyalty, so much so that they consider experienced applicants as 'second hand'!

    The culture might have changed but it would be naïve to thinking that any change would be easy. I once recall a conversation with one of my colleagues, who remarked, "...My Dad has a PhD in Physics and he works for IBM as a semiconductor scientist...No one quits at IBM!..."
    Oct 21, 2014. 12:12 PM | 1 Like Like |Link to Comment
  • IBM adds to losses as Street digests Q3 report [View news story]
    Semiconductor scientists at IBM Research Division used to think that they have a gold-plated iron-clad bullet-proof lifetime cushy and prestigious job.

    Things are certainly changing, for the worse, unfortunately. It seems unlikely to expecting any more Physics Nobel Prize winners from this shop. Some say that the provision of a freewheeling toy-playing and hobby-like working environment is essential for discovery and innovation. The new jettisoned company sounds more like a nickel-and-dime high-strung hard-nosed parent under the scrutiny of Wall Street.

    Come to think about it, this 'Wonder Boy' often had me scratching my head. In the 90's the stock price dropped as low as the high $30's, but mysteriously shot up to over $200 of late, with an almost vertical trajectory which is suspect.

    Could anyone here enlighten me why the euphoria? Please?
    Oct 21, 2014. 11:21 AM | 3 Likes Like |Link to Comment
  • IBM to make 'major announcement,' release earnings Monday morning [View news story]
    "Buy AMD" is unlikely as it was earlier reported that IBM wants to exit their semi-conductor R&D business.
    Oct 19, 2014. 09:24 PM | Likes Like |Link to Comment
  • Market Timing Report: 10-20% Correction Due To Extreme Sentiment And Leverage [View article]

    Thanks for the illuminating response. Just want you to be careful out there with potential shorting, which I subscribe but the timing though, is not quite ripe yet. Why? The Infidels had gone so far and so wide for 6 and 3/4 years indicating that there is nothing that they 'won't do' to preventing a whole scale epic plunge, akin to exhausting the last bullet at Alamo!

    Take care, Michael, don't go all in shorting now. You see, market drops with restraint, but rallies fast and furious, discounting all bad news and amplifying good news. Worldwide conspiracy is hard AT WORK non-stopped.
    Oct 19, 2014. 02:00 PM | 1 Like Like |Link to Comment
  • Market Timing Report: 10-20% Correction Due To Extreme Sentiment And Leverage [View article]
    Today Canada is a mere US vassal, but Annexation someday soon would become unavoidable, akin to Russian's Annexation of Crimea. Some say that it should have happened in 1921 at the Washington Conference, and now belated, albeit late but coming. The 10 Provinces and 3 Territories would likely be given a 10-year 'Probationary Period" before full merger and citizenship be granted --- A Tide of History in Play...

    The next targets of Annexation are the UK, Austrailia, and New Zealand though.
    Oct 19, 2014. 01:43 PM | Likes Like |Link to Comment