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losbronces

losbronces
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  • Notable earnings before Thursday’s open [View news story]
    Well played. I never thought UAN would pay a larger distribution than CVRR, but there it is.
    Feb 19, 2015. 09:36 AM | Likes Like |Link to Comment
  • Molycorp's Shorts Are Getting Cooked [View article]
    This article is from February 10th, but REE/REO prices are trending down: http://bit.ly/1CCAmBB
    Feb 16, 2015. 09:14 PM | Likes Like |Link to Comment
  • 5 Reasons To Take A Look At Telkonet [View article]
    Here is the interview: http://bit.ly/1vJvayN;mc_eid=
    Feb 13, 2015. 07:58 PM | Likes Like |Link to Comment
  • Don't Discount Bill Ackman [View article]
    That disclaimer still appears on their website: http://bit.ly/1ChKBh9. On rereading, I can see how it might apply only to the IPO, but its still there.
    Feb 11, 2015. 07:53 PM | Likes Like |Link to Comment
  • Don't Discount Bill Ackman [View article]
    Seems like there is a reason Bill Ackman elected to trade PSH in Amsterdam. This comes right off the PSH site:

    "The Company has not been and will not be registered under the US Investment Company Act of 1940, as amended (the “Investment Company Act”), and investors will not be entitled to the benefits of that Act.

    In addition, the shares in the Company have not been and will not be registered under the U.S. Securities Act of 1933, as amended (the “Securities Act”). Consequently, shares in the Company may not be offered, sold or otherwise transferred within the United States or to, or for the account or benefit of, “U.S. persons” as defined in Regulation S under the Securities Act absent registration or an exemption from registration under the Securities Act. No public offering of any shares in the Company is being, or has been, made in the United States."

    Seems pretty clear he is avoiding US securities laws. The shares do trade in the Grey Market. Just be clear that PSH shares aren't authorized to trade in US nor to be held by US persons.
    Feb 11, 2015. 03:24 PM | 2 Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    But why would the Chinese care enough to become involved in that losing scenario? They actually do look at "whats in it" for them.
    Feb 10, 2015. 07:51 AM | Likes Like |Link to Comment
  • Greek defense minister outlines Plan B [View news story]
    He is the leader of a coalition party (Independent Greeks) that will be helping to govern the country along with Syriza. A little more on this guy: http://bit.ly/1CPvAFY.

    It will be an interesting coalition government with a right-wing nationalist party like Independent Greeks needed to keep the current government in power.
    Feb 10, 2015. 07:48 AM | 1 Like Like |Link to Comment
  • Fifth Street Finance now off 13.6% after big dividend cut [View news story]
    NAV as of December 31, 2014 was 9.17.

    From the PR:

    "Our Board of Directors determined the fair value of our investment portfolio at December 31, 2014 to be $2.7 billion, as compared to $2.5 billion at September 30, 2014. Total assets at December 31, 2014 were $2.9 billion, as compared to $2.7 billion at September 30, 2014."
    Feb 9, 2015. 09:07 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Greece Slumps Following ECB Decision [View article]
    Pfizer is buying Hospira for $16 billion: http://on.wsj.com/1LPMCGv; I guess that was too late to make into WSB today.
    Feb 5, 2015. 08:20 AM | 1 Like Like |Link to Comment
  • Copper Makes A Move - Is Copper The Next Oil? [View article]
    Scotiabank thinks copper may be oversold: http://bit.ly/1BGpN2n

    I closed my FCX puts for a nice gain. Could go lower, but there is a time element with options too.
    Jan 31, 2015. 12:19 AM | Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Yes, I know that CFK can't be reelected. I don't think she is really interested in being president now anyway. IMO, the stress has been getting to her and manifesting itself in various health problems.

    I believe the opposition is too fragmented to pull together for a victory. IMO the next president will come from one of the Peronist parties, whether its the PJ or Front for Victory or whatever other name they want to use, its all the same.

    So does it make sense that CFK was responsible? I think not. But she did not handle it well as her first response was to get rid of the problem and her second was to go play the victim. It also doesn't make sense that the opposition (whoever that is) would come up with something so diabolical without a clear end-game. And don't tell me you think this killing would cause the government to fall; it won't happen. Not that much time left in CFK's presidency anyway. So where is the benefit there?

    Suicide seems very unlikely as even CFK now says it was a murder. 
    Jan 31, 2015. 12:05 AM | 1 Like Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    First CFK says it was a suicide, then she says no its someone trying to frame me. How is that handling the situation properly?

    Meanwhile you are trying to present a parallel to a case in Guatemala as being plausible. I don't believe that Nisman was enough of an ideologue to give his life to cut a couple years off CFK's presidency.

    There isn't much point pushing CFK out anyway, another Peronista will be in power. Your scenario makes absolutely no sense to me.
    Jan 30, 2015. 06:38 PM | 2 Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Argentina is capable of being a wealthy nation. I suppose it is the great economic potential that Argentina represents that keeps people loaning them money based on the concept that "This time it will be different."

    Here is an old article (Feb 15, 2014) from the Economist that outlines Argentina's plight: http://econ.st/YWA8c3
    Jan 30, 2015. 12:42 PM | 3 Likes Like |Link to Comment
  • Terror Cover-Up Scandal In Argentina: Investment Implications Of Prosecutor Nisman's Death [View article]
    Thanks for publicizing this. It has amazed me that this crime is not receiving more coverage in the English-language press. The most amazing thing is that President Cristina Fernandez now claims that this was set up to make her look guilty. Poor Cristina...
    Jan 30, 2015. 11:16 AM | 5 Likes Like |Link to Comment
  • Beware Of The Sucker Yield: Bumpy Roads Ahead For Wheeler REIT [View article]
    NOI is net operating income.
    Jan 27, 2015. 07:44 PM | Likes Like |Link to Comment
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