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  • Nintendo's Vitality Sensor Has Infinite Potential  [View article]
    If this old memory serves, Mr. Everiss' picture looked quite a bit older the last time I read him, not long ago. I hope he will write about his backwards aging.

    This article is also a switch from some previous ones in which he trashed Nintendo.
    Nov 25 19:19 pm |Rating: 0 0 |Link to Comment
  • Bargains Still Abound in a Few Gold Miners [View article]
    Wow! Everyone has a different favorite. Mine is Energold Drilling(EGD.V or EGDFF.PK). While the company owns part of a silver miner and has precious/base metal properties, it is engaged in drilling. It has had great growth recently.

    To my way of thinking, higher precious metal prices mean that more mining properties become potentially profitable. This means that drilling companies have more work.

    Not so incidentally, Hyperinflation's syntax, grammar, and spelling remain abysmal. Are his analytic skills at the same level?
    Nov 23 20:43 pm |Rating: +1 -2 |Link to Comment
  • Pan American Silver vs. the Silver ETF: Which Is the Better Investment?  [View article]
    On Nov 23 06:13 AM frdm45 wrote:

    > Great overview of Pan Am's properties, potential, costs, etc. However,
    > they do have some country risk. If you are looking for value, according
    > to 24hgold, Revett Minerals has a similar in-situ value to Pan Am,
    > twice the cash costs of extracting the silver, but 1/100th the share
    > price, with no country risk. According to 24hgold Pan Am is at $4.57
    > market cap/ounce, and Revett is at $0.09/ounce, though Pan Am does
    > have a good oz/share number - 5.44.

    Wow! No country risk? The proposed Rock Creek mine is in Montana and would be underneath the Cabinet Mts Wilderness. Conservation organizations are fighting hard against this one.

    When I come across an unsupported recommendation, such as the one for Revett, I see if there might be a reason behind such a low market value. There often is.

    I don't know how it will end, of course. I'm not taking sides. But the research on this project, and Revett as a company, is easy.
    Nov 23 19:49 pm |Rating: +4 0 |Link to Comment
  • Options Trader Friday Outlook: Is Goldman Sachs Stupid, Or Evil? [View article]
    Thanks, connorport, for posting the entirety.. E*trade's post has always been deleted by the time I get there.


    On Nov 20 01:32 PM connorport wrote:

    > What??? They swooned off the TARP funds. This information is in
    > now way plausible and is only intended to manipulate the market which
    > is illegal itself.
    Nov 22 19:02 pm |Rating: 0 0 |Link to Comment
  • Potash: Will the Death of K+S Benefit the Sector? [View article]
    Another misleading SA headline: Where is the mention of, not to speak of evidence for, the "death" of K+S?
    Nov 13 18:47 pm |Rating: 0 0 |Link to Comment
  • 10 Dividend Stocks for Enterprising Investors [View article]
    PMD & BGS both have EPS' which are less than their dividends. I'm a dividend investor and they just failed on one of my screens.

    Neither Nick Librizzi nor 367113 have personal profiles. Yet they recommend stocks without any supporting evidence. I consider this to be very suspicious, though not rising to the level of "abuse."
    Nov 08 19:52 pm |Rating: 0 0 |Link to Comment
  • Lithium: Bolivia Wants Partners, Not Pillagers  [View article]
    Erik Bethel and Chancer assume that (1) Evo Morales will be Bolivia's president more or less forever. (2) The current Bolivian government is not open to negotiations on Li mining.

    A larger problem may be that Morales has promised to have environmentally friendly development. For example, 3 species of pink flamingo breed there. Other rare animals are also present. Hotels have been built for tourists who come to watch the wildlife. I don't know enough about this but SQM, which mines Li from the Salar de Atacama, in Chile, has not had to be as environmentally responsible.

    It is not clear how much of the world's recoverable Li lies in Bolivia. Li is a fairly common element, found in many different places including seawater. Extracting the Li, which is almost always found in tiny concentrations, is a major problem.

    Another problem is that batteries containing Li are not the only alternative to petroleum for powering cars. No one knows which technology, if any, will dominate in powering future cars. While there are other uses of LI, the demand would drop substantially were auto makers to use a different technology. Morales may be counting his flamingos before they hatch.
    Nov 02 20:52 pm |Rating: 0 -1 |Link to Comment
  • China: Unhappy with U.S. Trade Policies, Launches Retaliatory Investigation [View article]
    The PRC and the US are locked in an embrace. Each would like to get out, but only on their own terms. The events analyzed above are only shadow boxing. I think that Edward Harrison is correct, if he's asking: 'The question is not: "Who is going to win?" The question is: "Who is going to land the first blow?".'
    Nov 01 19:41 pm |Rating: 0 0 |Link to Comment
  • Nintendo: The Wii Bubble Has Burst [View article]
    Were Mr. Everiss correct, the stock would be down substantially. It isn't, so he isn't.
    Nov 01 16:03 pm |Rating: +1 0 |Link to Comment
  • On So-Called Bureaucrats and the Morality of Capitalism [View article]
    I'm a retired state employee. I also received a PhD in Sociology. I have read many books and articles dealing with "bureaucracies." To me, a "bureaucrat" is any person who works in a bureaucracy. For a brief definition, refer to your dictionary. For a more extensive definition, try any encyclopedia including the Wikipedia.

    People who say that they are against bureaucrats, without restriction, are against (a) police and all other public safety workers; (b) all members of the armed forces; (c) all health care workers except for a nurse or physician who practices solo and has no hospital affiliation; (d) all private sector employees in organizations large enough to have explicit rules and procedures, (e) almost everyone except children who don't attend any school -- including home schooling -- and demented people.

    Since almost every adult is a member of one or more bureaucracies, hating "bureaucrats" seems to be a form of self-hatred.
    Oct 29 20:02 pm |Rating: 0 -2 |Link to Comment
  • The Case For Agriculture, From Hedge Fund Passport Capital [View article]
    POT and other current potash producers are increasing production in response to high 2007 prices. New entrants can will appear in about 2010 -11. I think significantly higher prices will have to wait until price cutting has eliminated enough producers.

    Disclosure: long POT put
    Oct 13 20:57 pm |Rating: +1 0 |Link to Comment
  • Oil, Telecom Dealings With Russia? 'Relax and Enjoy It' [View article]
    "Sup with the devil? Use a long spoon." is a proverb. These companies should have known, and likely did know, what they were getting into.
    Oct 13 10:00 am |Rating: 0 0 |Link to Comment
  • The Commodity Lag: How 2010 Prices Result from 2007 [View article]
    I've been reading about potash. I think it is following the same pattern. There could be an over-supply in '10 or '11.
    Oct 10 19:36 pm |Rating: 0 0 |Link to Comment
  • O Canada (Part II): There's Gold in Them Thar Hills - and Plains [View article]
    Recent higher potash prices have prompted existing miners (like POT) to expand capacity. Known potash resources, particularly in Australia but also all over the world, are planned on being mined. I think an over-supply of potash will occur in 2010 or 2011, as new and expanded mines come on stream. I am bearish on potash stocks.

    Disclosure: Long POT put.
    Oct 07 19:49 pm |Rating: +2 0 |Link to Comment
  • Why China Still Loves Gold, Silver [View article]
    Chancellor Angela Merkel is head of government. The title of the German head of state is "President."
    Oct 05 21:23 pm |Rating: 0 0 |Link to Comment
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