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losbronces

losbronces
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  • How To Win Bigger Than The Bakken [View article]
    Here is where the Repsol settlement stands: http://on.ft.com/1k5lxQD

    So they are voting on whether to accept $US denominated Argentinean bonds in payment for their claims. Interesting with another default expected.
    Feb 24 03:01 PM | 1 Like Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    That could actually work. Czechoslovakia split into the Czech Republic and Slovakia without a civil war.
    Feb 24 08:32 AM | 4 Likes Like |Link to Comment
  • How To Win Bigger Than The Bakken [View article]
    They did, you must have missed it.
    Feb 21 12:11 PM | Likes Like |Link to Comment
  • CEF Strategies: Forget 1929, Why 2014 Is More Like 2000 [View article]
    I don't disagree with you, I'm just pointing out that things are always a bit more complex than we'd like. Even the algos make mistakes. And that earnings matter eventually.

    And certainly some stimulus withdrawal (reduced liquidity) had/has been priced into REITs and other high-yield instruments. I include had as many REITs seem to have recovered recently. Even M-REITs have bounced off lows.
    Feb 21 11:56 AM | 1 Like Like |Link to Comment
  • CEF Strategies: Forget 1929, Why 2014 Is More Like 2000 [View article]
    I would add one more point and that is that due to SEC requirements to prepare for Y2K (remember the alarmists predicting global shutdown of power plants, etc.) significant buying of computer-related equipment was moved forward, perhaps close to three years of normal corporate buying were compressed. That led to tremendous sales & profits for high-tech companies. It was no wonder that demand was slack in 2000. That caused earnings to drop in the NASD and then things fed on themselves, aided by higher interest rates. The change in the demand cycle was certainly part of the problem imo at least.
    Feb 21 10:42 AM | 4 Likes Like |Link to Comment
  • End Of The Road For Boardwalk Pipeline Partners [View article]
    The value of those assets depends strongly on the potential for the assets to generate income. I would argue that the asset value has come down too as a result of the new contracts.

    I wouldn't be surprised if (L) starts shopping BWP; but finding a buyer might not be so easy as the contracts are in place and limit potential income.
    Feb 10 11:04 AM | 3 Likes Like |Link to Comment
  • End Of The Road For Boardwalk Pipeline Partners [View article]
    It needs to go lower than it is now, the 33% drop should not be enough to generate interest in BWP.

    At the current $0.40/year distribution rate, I think it has to go under $8. There are better opportunities for investing in this sector. (KMP) yields 6.8% as one example of a better bet in this sector.
    Feb 10 10:19 AM | 3 Likes Like |Link to Comment
  • Good News About Our Aging Population [View article]
    Where do you see crop yields "sharply declining"?

    I suggest you read this report, which includes charts of yield trends: http://bit.ly/1eeWIfI. It shows yield trends are up, just not enough to support 2X current global population by 2050.

    From the linked report (dated June of last year): "The global average rates of yield increase across ~13,500 political units are 1.6%, 1.0%, 0.9%, and 1.3% per year for maize, rice, wheat, and soybean, respectively"
    Feb 9 12:06 PM | 3 Likes Like |Link to Comment
  • GoPro confidentially files for IPO [View news story]
    Ok, I guess based on your statement, Sony, Garmin, etc. are just making those to have them sit on the shelves. You will be investing in Go Pro based on their ability to maintain their successful branding. Good luck to you.
    Feb 7 03:17 PM | Likes Like |Link to Comment
  • GoPro confidentially files for IPO [View news story]
    Lots of competition in this field (wearable video cameras), Sony, Garmin, Panasonic and JVC come to mind immediately. I'm sure there are more, like this one: http://bit.ly/1bDD6Fi .
    Feb 7 02:36 PM | Likes Like |Link to Comment
  • Cirrus Logic: A Bad Call Is A Bad Call [View article]
    I'll be holding, but continuing to sell calls for awhile longer. Don't see it going much lower, unless the market drops more severely. NVDA eventually paid off for me, although that also took quite a while.
    Jan 31 02:49 PM | 4 Likes Like |Link to Comment
  • David Slays Goliath: Vringo Awarded Billion-Dollar Victory Over Google [View article]
    Premarket is trading. 844,000 shares so far...
    Jan 29 09:16 AM | 1 Like Like |Link to Comment
  • Cirrus Logic, Inc. beats by $0.12, beats on revenue [View news story]
    That is dissappointing. Its trying to work back over $18, but still down off the close.
    Jan 28 04:29 PM | Likes Like |Link to Comment
  • Skip Santander Consumer USA IPO And Go International Instead [View article]
    If you take the SCRIP option; then you avoid the Spanish income tax. That was 21% in May 2012 (I realize it may have changed), the last time I received a dividend from a Spanish payer. If you take the shares, you can always sell them later if you need income.
    Jan 23 09:41 AM | Likes Like |Link to Comment
  • Realty Income Vs. Gazit-Globe: Cult Stock Challenge [View article]
    15% isn't so bad. I pay that on Canadian shares, but I don't hold those in tax-deferred accounts.

    It would be good to know with certainty what the applicable tax rate is for GZT because it does make a difference.
    Jan 20 08:45 AM | Likes Like |Link to Comment
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