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bakermre

bakermre
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  • Chicago Bridge & Iron Reports Strong Q4 Results And 2015 Guidance [View article]
    CBI has been known to me since 1959. It always had a wide spread of customers across many industries. The oil business is 5% of their trade; believe it. It is a wonderful business at a marvelous price! (So says Buffett).
    Feb 25, 2015. 08:33 PM | Likes Like |Link to Comment
  • NY Post Article Highlights Absurdity Of Herbalife Situation: It's Time For Government To Act [View article]
    Ah, the madness of crowds! HLF, just like Enron, Nortel and Maddoff are loved until, suddenly, the ugly truth comes out and hits the crowds like those two planes that slammed into the World Trade Towers; completely unexpected by all governments, their defense and emergency plans thoroughly faked-out; devastated in a day. People rushed, for years and years, to give Maddoff their life savings and sang his praises for years and years with tales of the marvelous returns they achieved on those savings. Government officials hobnobbed with Enron executives. Wall Street/Toronto's Bay Street gave a businessman of the year award to Nortel's Chief and the money dealers pointed to Maddoff as a great benefactor of investors who were "lucky-enough" to have Maddoff accept their investment dollars.! The SEC and FTC are blind, toothless watchdogs, air raid sirens with no rotors! Until it's too late. Bill Ackman has done his homework. He has the facts nobody can refute; his problem is purely political. Senator Markey is just outvoted. The FTC has covered up silver market manipulation, huge bank short positions and 100:1 claims on available bullion for years, never seeing any wrong doing. Congress has never been able to investigate such schemes. Same story in the past with very profitable alcohol prohibition; and today with tobacco tax-evasion benefits, due to governments greed for taxes and controls, like the DEA fight against the pot trade, the profitable income sources in these markets are shifted into the hands of criminals, which cause so much human suffering when promoted by criminals, until Mr. Market makes them unsustainable and the Government's unintended collusion supporting them collapses. Government is the main benefactor of these schemes in so many clandestine ways; certainly their hidden, sub-conscious protector. Only the market can unmask and overwhelm them. It will. Takes time, but it will.
    Feb 13, 2015. 01:41 AM | 3 Likes Like |Link to Comment
  • Williams CEO: Politics, not prices, are slowing nat gas pipeline development [View news story]
    Please, everybody, just follow the money! Warren Buffett and his Burlington Northern RR gain huge benefits transporting oil by rail while pipeline building projects are blocked. Saudi Arabia keeps shipping their "pristine" heavy crude oil into the USA and Eastern Canada, while relatively clean, well managed Canadian oil remains bottled up in Alberta and the western provinces. Who is (clandestinely) funding all the howlers and so-called environmental activist "protectors" of our North American air, water and land from "dirty" Canadian oil sands crude?? Why do we NEVER, EVER, hear one tiny peep of protest about Saudi crude oil imports? Why do we keep on importing really dirty Venezuelan crude with narry one tiny sound of protest? Follow the money is your answer!
    Feb 11, 2015. 08:51 PM | 5 Likes Like |Link to Comment
  • Google Should Make Telecom Investors Worry [View article]
    Google is big data and in the final analysis all telecommunications, including, voice, broadcast entertainment, video, information technology etc. are digital data-centric at their core. Google's search capabilities are the ultimate key to unlock all data streams; the brains that direct the flow. Eventually, this 21st century freight train will sweep all those old steam engines, like AT&T and Verizon, off the track; surging past them at warp speed, faster, bigger and much cheaper too. That will pose new problems for regulators who probably don't even see this trans-global express bearing down upon them! The Google revolution portends a more powerful domain than even the largest, (mostly bankrupt) governments, including the US of A.
    Feb 10, 2015. 11:37 AM | 1 Like Like |Link to Comment
  • New 52-Week Low Changes Game For Herbalife Lifers [View article]
    Matt's quote of the day: "Herbalife is entering a very rickety phase of its life-cycle." Ho, Ho, Ho!

    If it were not so tragic, this comedy of endless errors would be the laugh-howl of the year; every year!
    I must admit I am short HLF for two years now. I am getting laughs by the paragraph on these analyses. Just goes to show why, among a shortening list of 70+ ers and old curmudgeons like Soros, (NOT Warren Buffett, who never got near this company), fewer and fewer of them can hang in there like Ichan. Ah, The Madness of (dwindling) crowds! Every time I read this stuff I can't help laughing myself silly! Ichan, Comedy Central 2015 and Kabuki Impresario par-exellance! Well, I am one of the old codgers who have seen the light and joined Bill Ackman in the bar car on the Canadian Pacific R.R., toasting a bright tomorrow, free of Herbal Life potions. I'm still pumping healthy blood, 120/80/50 heart beats from my looming demise, relaxed. Thanks for the laughs Matt; Magritte's The Son of Man silhouette and the video infomercial memories from Bill Ackman. They're keeping me young!
    Jan 21, 2015. 02:56 PM | 5 Likes Like |Link to Comment
  • Why Valero Energy Is The Long-Term Buy That Nobody Is Talking About [View article]
    Why can't we get a reasonable answer: Is the high exposure of VLO to ethanol production and prices a positive, neutral or negative sign?
    Jan 11, 2015. 10:16 PM | Likes Like |Link to Comment
  • Why Valero Energy Is The Long-Term Buy That Nobody Is Talking About [View article]
    Nice article and very positive. There is just one question: VLO is heavily exposed to the ethanol market and a leading supplier. That is a real risk, due to over-supply and falling prices of this gasoline additive. Please give us your thoughts on this weakness ahead?
    Jan 11, 2015. 06:09 PM | 1 Like Like |Link to Comment
  • BlackBerry's Technology Portfolio Keeps Growing [View article]
    This is all good news. I generally must agree. But one key question remains open: BlackBerry has a large float of convertible bonds "out there" that will certainly dilute common holders interests when converted. John Chen has a bomb ready to burst every time the shares go up! When? These keep a lid on real share price appreciation for at least the nest 18 months. I'd appreciate some good analysis and comment on this factor.
    Jan 10, 2015. 08:33 PM | 3 Likes Like |Link to Comment
  • Who Is Selling Herbalife And Why? [View article]
    This time you nailed it, perfectly. Congratulations Matt Stewart. I shall follow your work very carefully from now on. Same for Rogier van Vlissingen. Well done, Gentlemen!
    Jan 6, 2015. 01:00 PM | 2 Likes Like |Link to Comment
  • Update: Silver Wheaton Amends Silver Stream With Barrick - Why It's Positive News [View article]
    I have been a Silver Wheaton shareholder since its earliest days and am increasing my holdings. This is a really beautiful business model. Only the (externally rigged) silver price depression has held SLW back from out-performance and excellent dividend returns. Sooner or later criminal silver bullion price rigging and reduced silver market valuations will blow-up in the faces of the slimy banksters in the cabal who are afraid of free markets and hide in the dark, doing their dirty work. It is still a wonderful business at a good price, swimming upstream against cowardly market manipulators, who are due to be exposed and deposed. I'm a confident investor; Warren Buffett, where are you? Come join us now!
    Jan 5, 2015. 10:15 PM | 2 Likes Like |Link to Comment
  • U.S. Natural Gas Economics: $4 Works; $3 Is Too Low [View article]
    Timing is everything in investing! The big question remains when will the price turn up? Until then, watch out below. Baby it's cold outside tonight, there's hope by my gas-fired living-room fireplace!
    Jan 3, 2015. 10:02 PM | 2 Likes Like |Link to Comment
  • Why Jeremy Grantham Is Right About Corporate Profit Margins [View article]
    Modern industrial economies and nations have prospered, over the past 200 years, because energy costs/inputs have declined per unit of output. Energy supply and its efficient use is the real engine of wealth creation. If we examine the rise and fall of energy availability/costs, at least since 1930, we can see the true correlation to growth, stagnation and decline in various sectors and levels of wealth. Food production per farm & farmer has expanded greatly, with falling prices as more energy inputs of fuel, fertilizers and transportation of supplies and products, to farm and on to markets, grew since 1860. That has defeated Malthusian economics and led to abundance. From 90% of the population engaged in agriculture or food production/distribution to less than 5% now has freed vast armies of productive workers to do greater value tasks. Only wars and territorial conflicts have retarded these trends. Since 1975, the rapid development of information technology, with miniaturized electronic circuitry has also greatly enhanced every aspect of communication and industrial process control, increasing productivity and lowering costs. That is why SG&A has declined, just as rooms full of order clerks, secretarial assistants, telephone operators, etc. have disappeared since 1970. Even Wall Street and the Banks are infinitely more productive than when J.P. Morgan ran his operations! Follow oil/gas energy market impacts, with analyses of energy prices/costs and supplies to reveal true economic advance or decline.
    Jan 2, 2015. 03:13 PM | 4 Likes Like |Link to Comment
  • 3 Reasons To Buy Royal Dutch Shell, Despite Lower Oil Prices [View article]
    I like all these comments very much, thanks. Total is, I believe, exposed to Canadian oil sands properties which are quite vulnerable to this disastrous drop in crude prices. StatOil (STO) has similar concerns as Shell with arctic exploration going badly. STO has had to cancel many projects and suspend deep water drilling via Seadrill etc. In that regard, everyone, even Mr. Putin, has lost face. Tough story; that too shall pass in a year or two. Meanwhile, what can we do? Sit on the sidelines and cry? What makes Shell different is its breadth of diverse oil assets and still viable natural gas business. We know the BP story and its troubles only multiply. It could happen to Shell, but not yet. Doubtless they are very vary careful now. In a mine-field, Shell seems to be the safest minesweeper out there on the deep blue sea.
    Dec 15, 2014. 11:52 PM | 3 Likes Like |Link to Comment
  • 3 Reasons To Buy Royal Dutch Shell, Despite Lower Oil Prices [View article]
    How I wish! Since 1867, we are a free and independent member of what we now know as The British Commonwealth of Nations, and, since 1982, the Westminster Parliament and/or House of Lords has no further direct influence upon Canada in such matters as tax treaties between the USA and Canada. We are, in that respect, no longer able to cloak ourselves under Her Majesty's British Prime Minister's, nor House of Lord's legal cloak that protects the British Isles from American hegemony and taxes in such treaty matters. So, once more, does anybody out there know how this matter is adjudicated?
    Dec 15, 2014. 08:30 PM | Likes Like |Link to Comment
  • 3 Reasons To Buy Royal Dutch Shell, Despite Lower Oil Prices [View article]
    PIM: Can you clarify the difference in taxes between RDS.A and RDS.B dividends when the holder of RDS.B is a Canadian Citizen/Resident, holding RDS.B, (for example in a Canadian brokerage, ie.Toronto-based account)? Does the IRS still whack all such payments with a 15% with-holding fee or tax, regardless?
    Dec 15, 2014. 06:48 PM | Likes Like |Link to Comment
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