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  • Farmland Partners opens for trade [View news story]
    Be careful. The land is bought from, and then rented to the company principals. Conflict of interests anywhere? As a farm owner, I would say rents of $400-$500 per acre (payable in advance no less) are considerably above the going rate here in central Illinois. But I may be missing something, do good research before touching this.
    Apr 11 10:24 AM | 2 Likes Like |Link to Comment
  • What The Equity Bulls Need For The Next Phase [View article]
    Good analysis as always, Cam. I can see why you are one of the most followed writers on SA.
    Apr 7 09:45 AM | 5 Likes Like |Link to Comment
  • Chevron suffers double jeopardy in Brazil oil-spill case [View news story]
    Another Colombian style shake down for CVX, this time in Brazil. Sell all assets there and move on!
    Apr 4 09:30 AM | 2 Likes Like |Link to Comment
  • No Longer Posting At Seeking Alpha [View instapost]
    A huge loss for Seeking Alpha.
    Mar 27 09:31 AM | Likes Like |Link to Comment
  • Exxon Mobil: Limited Risk, Limited Upside [View article]
    From this morning's XOM news release:

    Ten major projects to add new capacity of 300,000 net oil equivalent barrels per day this year

    ExxonMobils capital spending will decline to $39.8 billion this year from a peak of $42.5 billion in 2013, Tillerson said. Excluding potential acquisitions, capital expenditures are expected to average less than $37 billion per year from 2015 to 2017.
    Mar 5 09:38 AM | Likes Like |Link to Comment
  • Buffett Says To Disregard Macro Opinions? [View instapost]
    You may not be as famous as Warren, but your advice is just as good.
    Mar 2 10:50 AM | 2 Likes Like |Link to Comment
  • Annaly: Big Cats Leaving The Sinking Ship - Should You, Too? [View article]
    I routinely vote "No" on approving the advisory executive compensation item on the annual proxy.
    If there is a Dodd-Frank regulation forthcoming to reel in the egregious salaries here, that would at least be one good thing to come out of that law.
    Feb 16 03:27 PM | 6 Likes Like |Link to Comment
  • Investors mull Annaly executive exits [View news story]
    Looking at the SEC reports, these guys were making $6-7 million a year each, before options. My guess is they are more likely to turn up at a villa on the riviera.
    Feb 14 10:49 AM | 7 Likes Like |Link to Comment
  • Chesapeake Energy: Buy The Dip [View article]
    I have to say I am uncomfortable with the concept of "adjusted production growth". It is like saying, 'If I didn't burn my garage to heat the house, my house value would have increased nicely."

    Bottom line, too much debt and a corporate structure too convoluted to understand. But I do give current management credit for valiantly trying to turn this thing around.
    Feb 12 09:56 AM | 3 Likes Like |Link to Comment
  • A Note To John Hussman [View instapost]
    Amusing, entertaining and very well written!
    Feb 7 08:51 AM | Likes Like |Link to Comment
  • FDA Triclosan Ban May Ignite Record Class Action Lawsuits: Stock Implications [View article]
    Class action lawsuits have gotten to the absurd level. Most of the times, the only winner is the lawyers. They take the cash, and the class victims are left with something like a discount coupon on the product.
    Jan 15 03:12 PM | 5 Likes Like |Link to Comment
  • 5 Reasons To Own ConocoPhillips For The Long Haul [View article]
    Reason #6 -- While production will be years off, COP has a nice interest in some fine gulf deepwater discoveries, notably Shenandoah and Coronado.
    Jan 14 10:37 AM | 4 Likes Like |Link to Comment
  • Farmland Values Steady Despite Decreased Crop Prices [View article]
    Thank you for your fine articles.
    Jan 2 09:41 AM | Likes Like |Link to Comment
  • Confessions Of A Crazy Stockpicker [View article]
    If one is playing poker, or merely stock trading, then your premise is correct: "It's a battle of wits, buyer versus seller, and only one can win."
    However if one is an investor, that is totally wrong. Due to human creativity and economic progress the total amount of wealth inexorably increases over time, and almost all long term investors turn out to be winners.
    The lesson, not to be forgotten, is increase your chances of winning by being an investor not a trader.
    Dec 27 10:38 AM | 18 Likes Like |Link to Comment
  • Don't Follow Warren Buffett's Lead On Exxon Mobil [View article]
    Lots of articles expound at great length on XOM's low production growth. Unless they adjust for the net buybacks and look at production growth PER SHARE, they are missing something important.
    Dec 16 07:27 AM | 1 Like Like |Link to Comment