DavidtheGrim's Comments DavidtheGrim's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/309105/comments Today in Commodities: The Commodity Train Is Leaving the Station http://seekingalpha.com/article/150568/comments?source=feed#comment-600579 600579
www.etfsecurities.com/...

Your looking at general stocks instead of funds!]]>
Fri, 24 Jul 2009 07:13:55 -0400
www.etfsecurities.com/...

Your looking at general stocks instead of funds!]]>
ETF Update: Spotlight on China http://seekingalpha.com/article/109784/comments?source=feed#comment-599974 599974 Thu, 23 Jul 2009 16:34:56 -0400 Today in Commodities: The Commodity Train Is Leaving the Station http://seekingalpha.com/article/150568/comments?source=feed#comment-599968 599968
UNG is a fund specialising in futures contracts which can be risky to say the least.

If investors are looking for a better deal IMO try the following ETF's: NGAS + NGSP both the same apart from NGAS denominated in USD and NGSP denominated in Sterling.

NGAS & NGSP are designed to track the DJ-AIG Natural Gas Sub-Index sm and pays a capitalised interest return which cumulates daily. The Sub-Index is an "excess return" index and the interest component combines to give a total return investment.

Or try put options, short/forward or leveraged if you are brave enough!]]>
Thu, 23 Jul 2009 16:31:47 -0400
UNG is a fund specialising in futures contracts which can be risky to say the least.

If investors are looking for a better deal IMO try the following ETF's: NGAS + NGSP both the same apart from NGAS denominated in USD and NGSP denominated in Sterling.

NGAS & NGSP are designed to track the DJ-AIG Natural Gas Sub-Index sm and pays a capitalised interest return which cumulates daily. The Sub-Index is an "excess return" index and the interest component combines to give a total return investment.

Or try put options, short/forward or leveraged if you are brave enough!]]>
Natural Gas ETF Awaits New Shares as Prices Fall http://seekingalpha.com/article/150549/comments?source=feed#comment-599780 599780 Thu, 23 Jul 2009 14:13:27 -0400 Today in Commodities: The Commodity Train Is Leaving the Station http://seekingalpha.com/article/150568/comments?source=feed#comment-599506 599506
A dollar call short will be hard to call unless a market mover decides to pull out entirely, the best action would come from China which would bring the USD to its knees but China is already building a hedge against this with commodity reserves especially copper and gold.

As for natural gas I have been sitting on that said train and remain a first class passenger for the long run and not to make a short profit. Investors need to understand cycles and trends to make the most of profits here and natural gas fits perfectly within this sceanario.

If you can look at UNG chart but take the 20 year view (min) on trend association here and take note of the 15 year moving average and its low price points, that my friend is where we are currently and the trend is perfectly following the last 15 year low, within 12-24 months I strongly suspect that natural gas will have trippled in price towards the 10-12$ area but thats my opinion.

Forget the dollar movement for commodity movements especially gold it simply doesn't work all the time, infact it usually moves higher on the recovery from a reccesion as deep the one we are in so expect further moves up and also down unless CFD trading investigations reveal what is expected then the PM market could go either way depending on the situation at the time through short positions etc by the custodians backing the CFD market which is ultimately 'strange' in itself, if you hold CFD/ETC stocks look at the small print closely, very closely and you will discover the main shorters are the custodians of that said market which should be illegal.

Like I said just my opinion!]]>
Thu, 23 Jul 2009 11:39:01 -0400
A dollar call short will be hard to call unless a market mover decides to pull out entirely, the best action would come from China which would bring the USD to its knees but China is already building a hedge against this with commodity reserves especially copper and gold.

As for natural gas I have been sitting on that said train and remain a first class passenger for the long run and not to make a short profit. Investors need to understand cycles and trends to make the most of profits here and natural gas fits perfectly within this sceanario.

If you can look at UNG chart but take the 20 year view (min) on trend association here and take note of the 15 year moving average and its low price points, that my friend is where we are currently and the trend is perfectly following the last 15 year low, within 12-24 months I strongly suspect that natural gas will have trippled in price towards the 10-12$ area but thats my opinion.

Forget the dollar movement for commodity movements especially gold it simply doesn't work all the time, infact it usually moves higher on the recovery from a reccesion as deep the one we are in so expect further moves up and also down unless CFD trading investigations reveal what is expected then the PM market could go either way depending on the situation at the time through short positions etc by the custodians backing the CFD market which is ultimately 'strange' in itself, if you hold CFD/ETC stocks look at the small print closely, very closely and you will discover the main shorters are the custodians of that said market which should be illegal.

Like I said just my opinion!]]>
ETF Update: Spotlight on China http://seekingalpha.com/article/109784/comments?source=feed#comment-324933 324933
I suspect China will be involved in dirty wars with it's base rate, cutting when no need to weaken its currency and to win over export with the western world in particular USA, could start a host of new problems with trade relations there.

Estimates for general growth range between 6-9% for 2009 and at present global situations a reasonable return with the right ETF or Chineese home stock picks (if your brave enough that is).

DTG]]>
Tue, 09 Dec 2008 15:55:20 -0500
I suspect China will be involved in dirty wars with it's base rate, cutting when no need to weaken its currency and to win over export with the western world in particular USA, could start a host of new problems with trade relations there.

Estimates for general growth range between 6-9% for 2009 and at present global situations a reasonable return with the right ETF or Chineese home stock picks (if your brave enough that is).

DTG]]>
Infrastructure vs. Utility ETFs: Don't Be a Victim of Semantics http://seekingalpha.com/article/108914/comments?source=feed#comment-324925 324925
Probably Obama has been sneaky peaking at my write ups??? (see first comment above in replies).

Anyways enough said there..... It will happen globally!

DTG]]>
Tue, 09 Dec 2008 15:46:20 -0500
Probably Obama has been sneaky peaking at my write ups??? (see first comment above in replies).

Anyways enough said there..... It will happen globally!

DTG]]>
Citigroup Sees Gold Reaching $2000 http://seekingalpha.com/article/108609/comments?source=feed#comment-320213 320213
To watch: GDX and HUI (showing a traditional 'W' bottom recently).

DTG]]>
Wed, 03 Dec 2008 16:45:21 -0500
To watch: GDX and HUI (showing a traditional 'W' bottom recently).

DTG]]>
Infrastructure vs. Utility ETFs: Don't Be a Victim of Semantics http://seekingalpha.com/article/108914/comments?source=feed#comment-320198 320198
Therefore there should and will be a tight correlation for the two topics regarding share price when demand for both utilities and infastructure are being satisfied or not, unless supply fails to meet demand of utilities whilst the infastructure network is in place (during peak) and visa versa (in downturns).

That would be in an ideal world, however whilst utilities may be of plenty the infastructure to support it's movement may require updating, replacing or a new network installation may be required which inturn creates movement within the shareprice for the succesful tender of the construction firm leaving the utility consumable behind in movement until the service is actually deployed to its consumer.

I am a fan of both utilities and infastructure as areas within the western world have been little developed since the last one hundred years or so, especially within the UK.

In times of downturn it is important for countries to examine their own utilities and networks of infastructure and improve where possible in order to succeed the next bull, I expect that spending will commence within the coming years to improve and update the exhausted networks already laid out, it has to be done for its economic future.

Regarding the current share valuations of funds for both is merely that which is replicated at present throughout all sectors within the market creating a vortex for pulling of stocks including proven safeheavens.

DTG]]>
Wed, 03 Dec 2008 16:33:22 -0500
Therefore there should and will be a tight correlation for the two topics regarding share price when demand for both utilities and infastructure are being satisfied or not, unless supply fails to meet demand of utilities whilst the infastructure network is in place (during peak) and visa versa (in downturns).

That would be in an ideal world, however whilst utilities may be of plenty the infastructure to support it's movement may require updating, replacing or a new network installation may be required which inturn creates movement within the shareprice for the succesful tender of the construction firm leaving the utility consumable behind in movement until the service is actually deployed to its consumer.

I am a fan of both utilities and infastructure as areas within the western world have been little developed since the last one hundred years or so, especially within the UK.

In times of downturn it is important for countries to examine their own utilities and networks of infastructure and improve where possible in order to succeed the next bull, I expect that spending will commence within the coming years to improve and update the exhausted networks already laid out, it has to be done for its economic future.

Regarding the current share valuations of funds for both is merely that which is replicated at present throughout all sectors within the market creating a vortex for pulling of stocks including proven safeheavens.

DTG]]>
Last Thursday Was the Bottom - It's Time to Get Back in http://seekingalpha.com/article/108344/comments?source=feed#comment-317788 317788
There is still alot of toxic waste yet to be dumped, financials need to recoup and retailers need to be shedded, stock will get cheaper than todays values.... IMO FTSE 100 will bottom between 3200 & 3500 however my worst fears in calculations could see a bottom at 2000 but I hope not as this is my extreme.

Lets wait till at least May and see what happens thereafter, watching for tech stocks (coms, semi-conductors, internet holders and infastructure), oil, gas & producers, silver & producers, various agri stocks & strong general blue chips.]]>
Sun, 30 Nov 2008 19:07:36 -0500
There is still alot of toxic waste yet to be dumped, financials need to recoup and retailers need to be shedded, stock will get cheaper than todays values.... IMO FTSE 100 will bottom between 3200 & 3500 however my worst fears in calculations could see a bottom at 2000 but I hope not as this is my extreme.

Lets wait till at least May and see what happens thereafter, watching for tech stocks (coms, semi-conductors, internet holders and infastructure), oil, gas & producers, silver & producers, various agri stocks & strong general blue chips.]]>
Some True Safe Havens Are Still (Surprisingly) Undervalued http://seekingalpha.com/article/98230/comments?source=feed#comment-317071 317071
I am bullish on oil and natural gas but the time in my opinion is not the right time yet, dust needs to settle a little before you can see a solid bottom, perhaps we'll see this around the start of the second quarter 09.

Intristical value is by far the fairest price to pay and maybe this is the way forward for investors to take note and not the demand side after all the best sports car manufacturers produce excellent vehicles for an astronomical price tag, however a que of potential purchasers are kept waiting for delivery for such a car without price malnipulation in otherwords get in que and you will be served accordingly at a reserved price/a fair price!

Conclusion watch and keep watching now is not the time to purchase anything for investment sake, prices will become lower still.

DTG]]>
Sat, 29 Nov 2008 06:54:38 -0500
I am bullish on oil and natural gas but the time in my opinion is not the right time yet, dust needs to settle a little before you can see a solid bottom, perhaps we'll see this around the start of the second quarter 09.

Intristical value is by far the fairest price to pay and maybe this is the way forward for investors to take note and not the demand side after all the best sports car manufacturers produce excellent vehicles for an astronomical price tag, however a que of potential purchasers are kept waiting for delivery for such a car without price malnipulation in otherwords get in que and you will be served accordingly at a reserved price/a fair price!

Conclusion watch and keep watching now is not the time to purchase anything for investment sake, prices will become lower still.

DTG]]>