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  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    Sorry, writing in my iPad with SA app is not so comfortable as my laptop and you can't edit.
    Mar 29, 2015. 08:31 PM | Likes Like |Link to Comment
  • The Future Of Seeking Alpha, From One Contributor's Perspective [View article]
    As any open system SA is under many different and sometimes colliding forces, trying to keep control of that is somewhat an almost impossible task, but still after many years reading SA I can say that is still useful for me.

    I don't like some actions on it ( as the inclusion of many " articles" by students that are after the pay per click, you find lot of people from India doing copy paste).

    Censorship as in the case of Phil Davies were specially notable.

    In the other hand, this Hufftington of finance
    Mar 29, 2015. 08:29 PM | 1 Like Like |Link to Comment
  • Transocean - An Opportunity Through The Oil Crash [View article]
    Hi, good comment, my point is not why...but when, at this moment fracking is not a moment, is a new technology that is changing oil industry in the same way PC´s changed the computing industry. Fracking is here to stay, actually U.S is the one that created the techniques and tools but Chinese will develop their own fields, Poland or Russia or Mexico, Argentina will do the same sooner or later, the techniques and technologies will be copied and apply in others parts during this century.

    So, this is clear for Saudis and others that suddenly realized that instead of being the top of the chain predator suddenly became prey.

    In this scenario RIG or HAL or SDRL will not disappear but they will move in a different scenario, SDRL could survive but for me as investor already lost potential for many years....maybe for my lifetime.

    Rgds
    Mar 29, 2015. 11:12 AM | 1 Like Like |Link to Comment
  • Transocean - An Opportunity Through The Oil Crash [View article]
    Yes when you have a sector of the economy that is so depressed you can´t have a clear picture of what "cheap " means, in certain moment the companies producing steam engines were cheap, Kodak was very cheap...but it got BK, so I don´t expect sea drilling to disappear but shale oil is all over the world you know?

    Paris is build in one, Russia has massive deposits, China, South america, etc. and fracking is many times cheaper that sea drilling, so this "bargain" can rest for decades before it recovers.
    Mar 28, 2015. 09:05 PM | 4 Likes Like |Link to Comment
  • Explaining Lumber Liquidators' Reckless Strategy, And Rebutting Its Claims About Deconstructive Testing [View article]
    100 % agree with your comment, however this is serving to Mr. Tilsen to find out what else is around for his intention to create ma pain to LL.

    If is true or not is not important, creating the impression that keep the stock downtrend is what is important...until he buy again the shorts he is invest in.

    Rgds
    Mar 16, 2015. 11:24 AM | Likes Like |Link to Comment
  • Explaining Lumber Liquidators' Reckless Strategy, And Rebutting Its Claims About Deconstructive Testing [View article]
    This is an orchestrated attack against the company, the author or this article is just an opportunist trying to profit in the situation and have no doubt in redacting this kind of articles for that purpose.

    1. CARB is valid only in California, no used even in greener countries as Germany, and is not applied in the rest of U.S (as far I know), so legal actions...if any will be constrain to California clients.

    2. What I know is that only 2% of the products are affected by this "problem", so 2% and only California

    3. All the 60 minutes process sticks, using none one what methods to infiltrate and having opinions of people they decided was valid, the methods were done in laboratories of a country that allows lead in paints and toys, and who are full of crooks (anyone who has the experience of dealing with Chinese supplier knows what I mean)

    4. Formaldehyde es a normal chemical product that is use in the whole world in a variety of products, it´s only in U.S (where natural ventilation is each day poorer because our dependence in air conditioning) that you find problems with Radon ( a rare gas ) this problem only exists in U.S.

    4. We accept what appears in T.V as written in the bible, and then find people like the author of this article......

    Anyway this creates a beautiful opportunity to buy CALLS 2016 and 2017, that will be the investment of the decade

    Rgds
    Mar 15, 2015. 11:00 PM | 4 Likes Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    It seems that "problem" is affecting 2% of total volume.

    In addition to that most states are non CARB complaint so no legal actions there,

    And is clear that no legal action will prosper because formaldehyde is a common chemical product used in thousand of products,

    Today short squeeze clear the field for further stability.
    Mar 12, 2015. 04:33 PM | 3 Likes Like |Link to Comment
  • A Response To Lumber Liquidators [View article]
    We are playing from $31 we bought and assuming will stabilize in $45 for rest of the year, buying 2017 options creates a 200% opportunity.

    Rgds.
    Mar 12, 2015. 04:27 PM | 3 Likes Like |Link to Comment
  • Unraveling A Greek Drama [View article]
    Problem with Greece from a more European folks point of view is that Greeks can not continue having the bad habits that put them where they are:

    Fraud against social systems
    Massive tax evasion
    Non respect for public goods ( nobody pays trains, buses etc.)

    Governments has to learn that they can´t falsify national accounts
    Politicians can´t only decide in their own codes without considering the country.
    Feb 6, 2015. 01:08 PM | 1 Like Like |Link to Comment
  • The SPDR S&P MidCap 400 ETF: Let's Analyze It Using Our Scorecard System [View article]
    Well, problem from my point of view is that external factors are distorting the traditional analysis, is clear that oil prices, melting down of €, melting down of Yen, and of course of many currencies associated, most of latin american or south Asia.

    An strong dollar and the refugee that it is now makes difficult to predict something for this year, in addition to that, where do you invest now? negative rates all around.

    I agree it "most" have a downturn...but...

    Rgds.
    Feb 1, 2015. 08:50 AM | 1 Like Like |Link to Comment
  • What Is The World's Largest Net Lease REIT Worth? [View article]
    Liked a lot your way of deducting and putting pieces together, I enjoyed.

    Thanks
    Jan 29, 2015. 07:37 AM | 1 Like Like |Link to Comment
  • The SPDR S&P 600 Small Cap ETF: Let's Analyze It Using Our Scorecard System [View article]
    Thanks for a insight and useful article, is shocking to think that we are in the other extreme of where the index was in 2009, of course this is a way to relate the past, I believe that ahead are some opportunities with sectors as oil or basic materials or domestic sales companies ( now that dollar is strong), but basically it seems that best position right how for a portfolio is to have 80% cash.

    Rgds
    Jan 28, 2015. 01:55 PM | Likes Like |Link to Comment
  • Molycorp Hits 52-Week Low On DA Davidson Downgrade [View article]
    Never the rare earths has been a strategic issue, never were scarce of part of a cartel, never went out of supply, new mines are coming into the market in low cost countries as Uzbekistan and others lie.

    Please...keep away of REE´s stop losing money, its all a scam.
    Jan 26, 2015. 02:52 PM | 1 Like Like |Link to Comment
  • Bankruptcy Rumors Hammer Molycorp [View article]
    Well, the base of knowledge used in this MCP initial IPO was provided ( or used) of you.

    You were the one alerting about the "strategic danger" of having all the rare earths in Chinese hands, what you said was only a thinking of you, but that was used by crooks to create all this scam.
    Jan 23, 2015. 11:02 AM | Likes Like |Link to Comment
  • Bankruptcy Rumors Hammer Molycorp [View article]
    This company was, is and will be a fraud, since day 1.

    Pity for all the small investors attracted into this scam.
    Jan 23, 2015. 10:56 AM | 1 Like Like |Link to Comment
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