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  • Saudi Stock Market Offers Glimmer of Hope [View article]
    Great analysis but I'm reading it after today's great start. Can you tweet me on this for future alerts.

    @al0246
    Jan 31 10:59 AM | Likes Like |Link to Comment
  • U.S. Energy Policy Is Responsible for Unrest in Egypt [View article]
    Excellent reply. Middle East oil supply has kept the price lower than it would otherwise be, LOL. But we do need to find alternatives to get away from the political volatility.
    Jan 31 07:07 AM | 1 Like Like |Link to Comment
  • Flir Systems: Unique, High-Quality Company With Exposure to Best Part of Defense [View article]
    The only weakness I can see is the need to cut defense spending in the sector but the trouble in the Middle East might give this some play. I like FLIR. They have good technology. I've seen their equipment in action at FPED (Force Protection Equipment Demonstration) at Quantico when I was with Homeland Security. For additional information on them a good source is Brian Rutenbur with Morgan Keegan. An e-mail to him could get you on his list for his newsletter and updates on the companies in this sector. brian.ruttenbur@morgan...

    Jan 31 07:01 AM | Likes Like |Link to Comment
  • 28 Dividend Stocks Acting Like a Money Machine [View article]
    My only holding on your list is MWE. At times it does trade volatile but picking it up on a dip is the thing to do. Its nice to see them increasing the payout which is only a penny more per quarter and not quite the full 2% increase as claimed. At least they are keeping up with inflation.
    Jan 31 06:37 AM | 1 Like Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    Egypt is small potatoes as long as the crisis is contained and does not spill over to others. No evidence exists that there is any outside influence on what is going on in the street. The military is not taking any decisive side. If sectarian violence erupts or outside influence sends in troops to support a faction this could escalate to a UN resolution to send in peace keeping troops to contain the problem. Needless to say this would worry investors.

    The US Federal reserve will step up the QE program and flood the world financial markets with liquidity if financial contagion spreads.

    I believe what we are seeing in the news is journalistic zeal to show the worst that is happening. The situation will improve and markets would rally with more certainty the longer the time horizon.

    Long-term, this development in Egypt is a good omen to see that the people are wanting more freedom. More freedom and more free enterprise will diminish the threat of violence in the future. People with a secure job, food and any store of wealth would not want to risk losing it. But the current problem is that the masses in Egypt have close to nothing.
    Jan 30 04:37 PM | 14 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    His comments about Fed. Reserve management is a bit flakey
    Jan 30 04:19 PM | 12 Likes Like |Link to Comment
  • Despite further deterioration in Egypt over the weekend - military jets buzzed the capital and opposition figure Mohamed ElBaradei claimed the departure of President Mubarak is "non-negotiable" - the Saudi stock market traded up 2% Sunday, perhaps portending a better than feared open for U.S. markets on Monday.  [View news story]
    I was a buyer on Friday.
    Jan 30 04:12 PM | 12 Likes Like |Link to Comment
  • Why I Am Short Caterpillar [View article]
    Got to be crazy to short CAT. Forecast for 2011 is overly conservative. Snow equipment sales are booming and backlogged. I figure every time it snows in the North East will add an additional 1% in sales. The BUCY synergy is not at all considered in the company's forecast for sales and earnings because of the uncertainty of the exact date of combination. Mining equipment sales are booming with the upswing in the world economy.

    CAT is a classic economic cycle recovery stock.

    The best performing stock in the DOW for 2010 and will be a top performer again in 2011. The down-tick of recent is just with the market. Now is the time to buy.

    I do not see any selling pressure until we break 120.
    Jan 29 04:47 PM | 3 Likes Like |Link to Comment
  • Caterpillar Has Stellar 2010 [View article]
    CAT - Key elements makes it a very conservative forecast for 2011. BUCY synergy is not being considered. The snow storm procurement of additional and replacement equipment is not mentioned at all. This will add another 1-2% to sales - add an additional 1% for each additional snow storm in the North East. These government purchases may extend into the next year becuase of the lengthy procurement cycles.
    Jan 28 04:21 PM | Likes Like |Link to Comment
  • Avoiding Metals and Mining Could Save Your Portfolio [View article]
    Careful - don't step on the gold bugs, they bite back. I too feel that the bubble has burst.

    Disclosure: I own a few gold collectible coins but do not view gold as an investment medium.
    Jan 28 06:50 AM | 4 Likes Like |Link to Comment
  • Holy Grail for Income Investors? Consider Floating Rate Preferreds From BofA, GS [View article]
    Take a look at the BAC $1.5 billion float announced today at a floating rate. I wonder what the starting rate would be? This is part of a refinance on another bond call, IMHO.
    Jan 27 11:16 AM | Likes Like |Link to Comment
  • Will Junior Mining Stocks Be the Investment of 2011? [View article]
    What about the risks? Can the Jrs. sustain a decline in the price? Or, would they be a complete bust?
    Jan 27 11:07 AM | Likes Like |Link to Comment
  • What Happened to Silver? [View article]
    Why do you say I'm misinformed? If you look back on my negative commentary on the bull rise in precious metals you'd see my prediction of the price decline was on target. He thinks it has set a temporary bottom but it continues to fall. Dealing in options is gambling. He is long according to his disclosure. He is not hedging. And, if he is wrong he has a great chance to lose everything.

    If people here would have listened to me - they would have saved a pile.

    When you hear the man on the radio yelling "now is the time to buy gold!" What do you think he is doing? Why does he want to sell it to you? That was the peak of the market.
    Jan 27 09:59 AM | 2 Likes Like |Link to Comment
  • Earnings Preview: Caterpillar [View article]
    Blowout report - underestimated by analysts. Residual sales from the snows hitting the NE with vengeance this season will continue well into the rest of the year. Government procurement cycles are slow to develop sales. Equipment replacement and breakdowns are exhausting budgets but the taxpayers on the phone "Why ain't my street getting plowed?"

    The time lag for budget allocation, bid preparation and contracts being signed for equipment stretch out for as long as a year. This will provide approx $2 billion in additional sales.

    Look for additional cream on the top in succeeding quarters.
    Jan 27 09:47 AM | 1 Like Like |Link to Comment
  • Mexico ETF: Banking on the U.S. Economy [View article]
    Many investors avoid Mexico because of the narotrafficante activity. What is needed is legalization of these drugs in the U.S., This would put the cartels out of business and eliminate the need for violence.

    We had prohibition in this country and it didn't work. Its just a matter of time. Already medical use of marijuana is being allowed.

    When it happens, Mexico will experience a boost to its economic growth and investors will be eager to buy the EWW and individual ADRs.

    My only play right now is GMK.

    Please continue to pass along anything on Mexico - I'm tuned in

    THANKS.
    Jan 26 02:37 PM | Likes Like |Link to Comment
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