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Scottv

Scottv
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  • Shell Axed GTL Plant, Citing Oil And Gas Price Uncertainty [View article]
    I wonder Should Sasol be considering cancelling its GTL plans in Louisiana?
    Dec 9 08:16 AM | Likes Like |Link to Comment
  • Amazon.com, One Year Later [View article]
    Well, I must say the Quality of discussion amongst you all is good.
    Keep it up!
    Paul Santos, the FED through its agents BlackRock and all, have an interest in maintaining a positive market Pyschology.
    (See how many times Tim Giethner Call the CEO of BlackRock per month). Hmmmn, Ponzi scheme.
    Amazon is too colossal, to be ignored.
    Oct 27 04:04 AM | Likes Like |Link to Comment
  • The Case For Investing In South Africa (Part II) [View article]
    As long the social security entitlements payments continue to the poor and the government continue to expand social support programs such as free schooling, child support grant, and inflation is kept in check, political social unrest will be within norm as in most countries. The social security entitlement payment to the poor have contributed to the oustanding sales and profits of the South African retailers such as Shoprite, and will continue to expand along with the growing population, who in the majority are poor.
    What is the concern is the economy growth to match the expanded social entitlement payments to the poor section of the population. The current mining strike do not help to balance the budget. I'm still positive there's is positive economic growth.
    Sep 29 01:41 PM | Likes Like |Link to Comment
  • The Case For Investing In South Africa (Part II) [View article]
    Well, the JSE all share index might looked stretched in terms of PE ratio but the economic growth projections justifies a High PE.
    Look at the current general wage settlements between labour unions and various industry employers, well above 11%, that means the consumer/ retail sector should continue to see robust growth, and spurred on by the general low prevailing bank interest rate. The retail sector looks positive at this level.
    We anticipate the USD/ZAR to hold within the 8.05 - 8.40 level. We love South African stocks delicious!
    Sep 28 11:07 AM | Likes Like |Link to Comment
  • Sasol May Be Attractive To Value Investors Looking For High Dividends [View article]
    Sasol, would be a good long term buy if Sasol's South African operations overall contribution to earnings is less than 20%.
    Take BHP BILLITON, BHP takes a long term strategic view in all its investment cases, mainly due to the large capital amounts required to build a mine and the long gestation period for return on investment, BHP has taken a strategic position with regards to SOUTH AFRICA to steadily disinvest and dispose of its operations. An investment case into SOUTH AFRICA currently is a tough sell.
    Jul 4 04:55 PM | 1 Like Like |Link to Comment
  • Second Quarter 2012: The Beginning Of An Earnings Collapse [View article]
    James, the market seems not to be following fundamentals with limited correlation to earnings. The market share volume traded is thin, with large amount of funds awaiting on the side, which is an indictment of the lack of trust, and credibility with current market trading fundamentals. Ben Bernanke and his committee fear nothing more than a deflation, and have repeatedly state that they would do everything in their power to intervene in the market to create inflation, and to psychologically support the market. Your analysis seem not to take into account the FED action, which is currently bigger than the market.
    Jul 4 03:21 PM | Likes Like |Link to Comment
  • Sasol May Be Attractive To Value Investors Looking For High Dividends [View article]
    South Africa is polarized society, with deep social and economic structural issues, ranging from high unemployment, poverty, crime, and with an economy characterized by monopolies and oligopolies. South Africa has an enormous long term down risk.
    Jul 3 02:55 PM | 1 Like Like |Link to Comment
  • The EU's Systemic Risk: Why This Time Is Different [View article]
    Watch this space, we are buying Greek bonds! Trade of the decade!
    Jun 6 08:28 AM | Likes Like |Link to Comment
  • The EU's Systemic Risk: Why This Time Is Different [View article]
    Germany, is already moving towards a banking Union, meaning EUROBOND. Germany will be politically pressured for the greater good of the EU, to ensure the survival of the Union and for its own long term economic benefit. Germany, will however extract terms that will limit the EU soveriegn member budget spending limits and seek productivity gains in return for bailout funds.
    I forsee Brussel as the new Washington after this crisis, where political interest group will run the show.
    Jun 5 01:59 PM | 1 Like Like |Link to Comment
  • Sasol Proves Natural Gas To Liquid Fuel Technology Can Be Profitable [View article]
    With regards to BBE shares to the Indeginous shareholders, Sasol had to Facilitate the transaction by being the guarantor for the loan to finance the BBE shares to the Indeginous shareholders, with the assumption that the loans would be paid by Sasol share dividend payments over ten years.
    May 30 06:08 AM | Likes Like |Link to Comment
  • Zuckville [View article]
    Another entertaining article, keep it up G!
    I foresee at least 10000.00 follower this time next year, God willing.
    May 17 02:38 PM | Likes Like |Link to Comment
  • So You Want To Trade Volatility? [View article]
    Most helpful article indeed, give insight. Much appreciated.
    May 14 08:43 AM | Likes Like |Link to Comment
  • JPMorgan Chase: Too Big To Exist [View article]
    My Conspiracy theory: as per wall street journal:I refer you to today's Wall St Journal, page B16, 3rd to last paragraph:

    "The portfolio is sitting on nearly $8 Billion in unrealized gains."
    The Question is: Why would JPM risk the political fallout and with Dodd Frank legislation final draft still being negotiated by announcing a loss whilst the portfolio is showing unrealized gain of $8 Billion. I think there's something deeper than a $2 billion loss. And several questions are raised? Could JPM with the approval to purchase $12 Billion of it's own share from the US treasury for 2012 be playing its own book? JPM own rate of Stock purchase will tell in Q2. Furthermore, JPM is projected to earn more than $5.00 per share the stock is hugely undervalued.
    May 12 11:55 AM | 4 Likes Like |Link to Comment
  • What The Heck Happened In China? [View article]
    Well could you imagine what could have happened to the commodity prices if the market went with HSBC PMI, crude copper would have sunk. But the china inventories in copper should hint to the health of the chinese economy.
    Apr 3 06:07 PM | 2 Likes Like |Link to Comment
  • The Most Deceptive And Dangerous Financial Headline I Have Ever Seen [View article]
    James, the market is artificially supported by the money printing press and super cheap money, and history has shown a bubble develops somewhere inevitably. The question is when do you wanna ride the rally until it bust. Timing.
    Apr 3 04:51 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
31 Comments
21 Likes