Jeffrey Todd_'s Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/42252/comments http://seekingalpha.com/article/29719-topps-shareholders-should-reject-eisner-s-offer?source=feed#comment-82666 82666
Eisner, aka goofy head, has failed for the moment to buy Topps, the sport card company. His bid has shareholders seeing red. How dare him? This company has 80+ million in cash and Eisner has seen the bottom line. I think Eisner is looking for a quick buck. If he buys the company, what is he going to do to raise sales, put Cinderella in the batting cage? I agree with shareholders on this one. This guy has a failing TV hosted program and little insight into the real world of sales. Let Topps remain as is and get Eisner a real job! Corporate Raiding is so 1990ish.]]> Thu, 15 Mar 2007 20:04:13 -0400
Eisner, aka goofy head, has failed for the moment to buy Topps, the sport card company. His bid has shareholders seeing red. How dare him? This company has 80+ million in cash and Eisner has seen the bottom line. I think Eisner is looking for a quick buck. If he buys the company, what is he going to do to raise sales, put Cinderella in the batting cage? I agree with shareholders on this one. This guy has a failing TV hosted program and little insight into the real world of sales. Let Topps remain as is and get Eisner a real job! Corporate Raiding is so 1990ish.]]> http://seekingalpha.com/article/29577-crystallex-on-the-regulators-radar?source=feed#comment-82439 82439 Wed, 14 Mar 2007 15:07:19 -0400 http://seekingalpha.com/article/25957-alternative-energy-it-s-time-to-move-on?source=feed#comment-81028 81028
Jeffrey Todd]]> Sun, 04 Feb 2007 18:44:29 -0500
Jeffrey Todd]]> http://seekingalpha.com/article/25777-alternative-energy-boom-has-its-limits?source=feed#comment-80909 80909 Thu, 01 Feb 2007 13:55:14 -0500 http://seekingalpha.com/article/25084-an-inconvenient-truth-changing-our-state-of-energy?source=feed#comment-80575 80575
Council On Foreign Relations Oct 2006 Topic: Nat'l Security Consequences Of US Oil Dependency

"The voices that espouse "energy independence" are doing the nation a disservice by focusing on a goal that is unachievable over the foreseeable future." Even with massive injections of ethanol, wind power, and other alternative fuels. Summation

James Schlesenger mentions that the foreseeable future is the next twenty years. These voices are diverting the attention that is crucial to our nation. One can take a micro view or macro. I choose the macro. Oil is HERE to stay. Ergo our problem.

Alternative energy is a must! But for the next twenty years we need to also address a more important issue of oil dependence. That should be the focus while we tinker and build other sources.]]> Thu, 25 Jan 2007 16:36:28 -0500
Council On Foreign Relations Oct 2006 Topic: Nat'l Security Consequences Of US Oil Dependency

"The voices that espouse "energy independence" are doing the nation a disservice by focusing on a goal that is unachievable over the foreseeable future." Even with massive injections of ethanol, wind power, and other alternative fuels. Summation

James Schlesenger mentions that the foreseeable future is the next twenty years. These voices are diverting the attention that is crucial to our nation. One can take a micro view or macro. I choose the macro. Oil is HERE to stay. Ergo our problem.

Alternative energy is a must! But for the next twenty years we need to also address a more important issue of oil dependence. That should be the focus while we tinker and build other sources.]]> http://seekingalpha.com/article/24591-biotech-stocks-day-in-review-adherex-buys-out-gsk-option?source=feed#comment-80295 80295 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> Fri, 19 Jan 2007 05:11:03 -0500 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> http://seekingalpha.com/article/24586-long-lasting-fuel-cell-batteries-why-i-d-buy-mechanical-technology?source=feed#comment-80293 80293 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> Fri, 19 Jan 2007 05:04:36 -0500 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> http://seekingalpha.com/article/24601-cash-is-trash-are-we-headed-for-recession?source=feed#comment-80292 80292
These cycles, (market bottom-top-bottom again), average 53 months in length according to Martin Pring in his book The All-Season Investor. He also notes that these cycles can be altered by Federal Monetary Policy. If we use March 2003 as the start of the current bull cycle, then using his figures, we will have a new cycle beginning in Sep 2007 and would have had a market top in June 2005.

The present cycle has obviously been elongated for many reasons. Two I would like to mention, and not stated often enough: 1. The US Dollar is no longer the lone proxy currency anymore. 2. Emerging markets are almost done emerging. This present cycle, beyond Fed Policy, has been altered by forces beyond our border.

If one looks at the present Market Cycle, it would start out in 2003 at the bottom and begin an Economic Recovery. Consumer Expectations are revived, Industrials, Cyclicals are strong, the price and demand for Raw Materials is increasing, and Basic Industry is smoking. As the rising slope gets steeper we begin to see weakness in Real Estate. Sound Familiar? As we reach the top, Energy prices soar and continue to pace the market until the top begins to ease. In the rest of the model cycle, a decent begins that favors Consumer Staples, Services, Utilities, and Financials.

All this time the Fed worries about the upward pressure on wages, inflation, GDP, and what tie to wear at the next Senate Hearing. While the Fed wrestles with interest rates in light of the Dollar or in spite of the Dollar, Gold is watching this battle from the corner ready to strike at any time.

We are experiencing an extended creep to the market's top and we may be walking on a weakly cantilevered plank over the edge.]]> Fri, 19 Jan 2007 04:51:58 -0500
These cycles, (market bottom-top-bottom again), average 53 months in length according to Martin Pring in his book The All-Season Investor. He also notes that these cycles can be altered by Federal Monetary Policy. If we use March 2003 as the start of the current bull cycle, then using his figures, we will have a new cycle beginning in Sep 2007 and would have had a market top in June 2005.

The present cycle has obviously been elongated for many reasons. Two I would like to mention, and not stated often enough: 1. The US Dollar is no longer the lone proxy currency anymore. 2. Emerging markets are almost done emerging. This present cycle, beyond Fed Policy, has been altered by forces beyond our border.

If one looks at the present Market Cycle, it would start out in 2003 at the bottom and begin an Economic Recovery. Consumer Expectations are revived, Industrials, Cyclicals are strong, the price and demand for Raw Materials is increasing, and Basic Industry is smoking. As the rising slope gets steeper we begin to see weakness in Real Estate. Sound Familiar? As we reach the top, Energy prices soar and continue to pace the market until the top begins to ease. In the rest of the model cycle, a decent begins that favors Consumer Staples, Services, Utilities, and Financials.

All this time the Fed worries about the upward pressure on wages, inflation, GDP, and what tie to wear at the next Senate Hearing. While the Fed wrestles with interest rates in light of the Dollar or in spite of the Dollar, Gold is watching this battle from the corner ready to strike at any time.

We are experiencing an extended creep to the market's top and we may be walking on a weakly cantilevered plank over the edge.]]> http://seekingalpha.com/article/24603-ebay-announces-feedback-2-0?source=feed#comment-80291 80291 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> Fri, 19 Jan 2007 04:48:12 -0500 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> http://seekingalpha.com/article/24575-crystallex-affair-requires-sec-investigation?source=feed#comment-80290 80290 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> Fri, 19 Jan 2007 04:29:12 -0500 SPX) and buying long on short calls. In fact if you had shorted long calls in SeekingAlpha you would be up 29% since Oct 2006. Most of the returns on the short side were in energy.

I feel too many publishers are making calls with their own site and promotion of their products in mind. This is too bad. If one reads IBD and follows stocks in the news or stocks with high ratings, these are the stocks profiled in SeekingAlpha. Not the time to buy.

I'll bet SeekingAlpha won't publish this article. That's ok I have my own site.]]> http://seekingalpha.com/article/24575-crystallex-affair-requires-sec-investigation?source=feed#comment-80289 80289
Most of Hugo's deputies are fielding questions right and left. They are using talking points without specific guidelines. Even Chavez wakes up each day with a new outline.

What he has nationalized is in place, running on overdrive, and profitable. Mining in Venezuela has mostly been a "cottage industry" and he will not settle for that status quo.

Hugo Chavez is many things, but not stupid.]]> Fri, 19 Jan 2007 04:11:03 -0500
Most of Hugo's deputies are fielding questions right and left. They are using talking points without specific guidelines. Even Chavez wakes up each day with a new outline.

What he has nationalized is in place, running on overdrive, and profitable. Mining in Venezuela has mostly been a "cottage industry" and he will not settle for that status quo.

Hugo Chavez is many things, but not stupid.]]> http://seekingalpha.com/article/24589-what-is-motorola-actually-worth?source=feed#comment-80288 80288 Fri, 19 Jan 2007 03:54:48 -0500 http://seekingalpha.com/article/24117-the-place-to-be-for-gold-in-2007?source=feed#comment-80208 80208 KRY), is a small gold miner based in Canada with current interest in Venezuela. It has been holding permits to mine over 13 million ounces of gold in the Las Cristinas property. But these permits have been wilting in the midday sun.

This stock's future rests entirely on the fickle economic shoulders of Hugo Chavez. Crystallex has the initial permits but is still waiting and waiting and waiting on the environmental go ahead. The NAV has flat lined around 2.70-3.50 for over 3 months, kept there with nothing but hope.

The current political environment has made this stock a day trader's dream. The term, (rocking chair), a stock rocking +/- due to non-internal pressures, allows one to profit many times a day.

Should the environmental and Chavezamental permits be granted, Crystallex will definitely takeoff. But, environmental attitudes are presently in chaos down there. Changes in cabinet, pressure from locals, and generally unpredictable decision making, have stalled the ongoing process. But this stall has kept the stock where it is at and not significantly lower.

If Chavez grants the environmental permits and allows foreign economic interests to displace the local "cottage industry", ie squatters, displace hill sides, and water sheds, the NAV should shoot up 3-7 Dollars, (85% +), overnight.

But before the champagne dries from the shirts of leveraged investors and a few Fidelity fund managers, take your money and run. Why? Copper prices have sunk. This mining region requires copper to be sold to subsidize operations.

This is a very speculative holding and I would give it 2-3 months to play out. Make sure you have a stop-loss in place. I own this stock.





Note: The stock picks I review will include long or short positions as well as duration. I may not always update a position change if the time duration was accurate in the original review. Some of the stocks I review I own in my personal account and will always state such conditions. This site is not intended to replace one's own due diligence in researching stocks nor is it a substitute for advice from your financial planner.

Posted by Vestor22 at 15:21

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JESSE LIVERMORE
"A trader gets to play the game as the professional billiard player does-that is, he looks far ahead instead of considering the particular shot before him. It gets to be an instinct to play for position."

About Me

View my complete profile

Blog Archive

* ▼ 2007 (13)
o ▼ January (13)
+ Crystallex: KRY Treading Water
+ READ THESE HEADLINES
+ BASHING CRAMER
+ FRIGID BLAST AFFECTS OIL PRICES
+ MARKET TREND #1
+ Investing 101
+ A SIMPLE WAY TO SHORT THE MARKET
+ SEEKINGALPHA
+ MARKET UPDATE
+ CRYSTALLEX FOLLOWUP
+ Coal: Headwaters Inc. Leads The New Trend In Elec...
+ IS CRYSTALLEX A COILED SPRING?
+ ARE WE OVERDUE FOR AN ECONOMIC SLOWDOWN?


Due Diligence Is Important
Due Diligence Is Important

Seeking Alpha

* David Fry's Daily Market Outlook
* John Hussman: Overbought, Overbullish Climate Leaves No Room to Get Out
* A Bullish Sign: Energy Sector Down While Tech's Up
* Are Retail Sales Good For the Economy?
* Setting the Stage for the Next Great Bull Market



pfblogs.org logo

JESSE LIVERMORE
A man does not have to marry one side of the market till death do them part.]]> Thu, 18 Jan 2007 02:04:41 -0500 KRY), is a small gold miner based in Canada with current interest in Venezuela. It has been holding permits to mine over 13 million ounces of gold in the Las Cristinas property. But these permits have been wilting in the midday sun.

This stock's future rests entirely on the fickle economic shoulders of Hugo Chavez. Crystallex has the initial permits but is still waiting and waiting and waiting on the environmental go ahead. The NAV has flat lined around 2.70-3.50 for over 3 months, kept there with nothing but hope.

The current political environment has made this stock a day trader's dream. The term, (rocking chair), a stock rocking +/- due to non-internal pressures, allows one to profit many times a day.

Should the environmental and Chavezamental permits be granted, Crystallex will definitely takeoff. But, environmental attitudes are presently in chaos down there. Changes in cabinet, pressure from locals, and generally unpredictable decision making, have stalled the ongoing process. But this stall has kept the stock where it is at and not significantly lower.

If Chavez grants the environmental permits and allows foreign economic interests to displace the local "cottage industry", ie squatters, displace hill sides, and water sheds, the NAV should shoot up 3-7 Dollars, (85% +), overnight.

But before the champagne dries from the shirts of leveraged investors and a few Fidelity fund managers, take your money and run. Why? Copper prices have sunk. This mining region requires copper to be sold to subsidize operations.

This is a very speculative holding and I would give it 2-3 months to play out. Make sure you have a stop-loss in place. I own this stock.





Note: The stock picks I review will include long or short positions as well as duration. I may not always update a position change if the time duration was accurate in the original review. Some of the stocks I review I own in my personal account and will always state such conditions. This site is not intended to replace one's own due diligence in researching stocks nor is it a substitute for advice from your financial planner.

Posted by Vestor22 at 15:21

0 comments:

Post a Comment
Links to this post

Create a Link
Older Post Home
Subscribe to: Post Comments (Atom)


Enter your search terms
Submit search form



JESSE LIVERMORE
"A trader gets to play the game as the professional billiard player does-that is, he looks far ahead instead of considering the particular shot before him. It gets to be an instinct to play for position."

About Me

View my complete profile

Blog Archive

* ▼ 2007 (13)
o ▼ January (13)
+ Crystallex: KRY Treading Water
+ READ THESE HEADLINES
+ BASHING CRAMER
+ FRIGID BLAST AFFECTS OIL PRICES
+ MARKET TREND #1
+ Investing 101
+ A SIMPLE WAY TO SHORT THE MARKET
+ SEEKINGALPHA
+ MARKET UPDATE
+ CRYSTALLEX FOLLOWUP
+ Coal: Headwaters Inc. Leads The New Trend In Elec...
+ IS CRYSTALLEX A COILED SPRING?
+ ARE WE OVERDUE FOR AN ECONOMIC SLOWDOWN?


Due Diligence Is Important
Due Diligence Is Important

Seeking Alpha

* David Fry's Daily Market Outlook
* John Hussman: Overbought, Overbullish Climate Leaves No Room to Get Out
* A Bullish Sign: Energy Sector Down While Tech's Up
* Are Retail Sales Good For the Economy?
* Setting the Stage for the Next Great Bull Market



pfblogs.org logo

JESSE LIVERMORE
A man does not have to marry one side of the market till death do them part.]]> http://seekingalpha.com/article/24410-t-boone-pickens-invests-in-water-should-you?source=feed#comment-80206 80206 Thu, 18 Jan 2007 01:28:51 -0500 http://seekingalpha.com/article/23657-crystallex-international-corp-take-your-money-and-run?source=feed#comment-79758 79758
Crystallex has no property to be seized nor do they have but a handfull of paper pushers on site.]]> Mon, 08 Jan 2007 18:25:39 -0500
Crystallex has no property to be seized nor do they have but a handfull of paper pushers on site.]]> http://seekingalpha.com/article/23657-crystallex-international-corp-take-your-money-and-run?source=feed#comment-79747 79747
If either have a possible "no" then you have 4 different outcomes.]]> Mon, 08 Jan 2007 16:40:57 -0500
If either have a possible "no" then you have 4 different outcomes.]]>