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User 422955

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  • Avoid Paying the 'Hype Premium' for Gold: Buy Gold Mining Stocks Instead [View article]
    If so, the lower risk should be reflected by higher share prices.
    Jul 10, 2010. 05:05 PM | Likes Like |Link to Comment
  • Monsanto: Fight Over Genetically Modified Food Ain't Over Yet [View article]
    That's the point. There are no neutrals on MON -- at least none I've come across.
    Jul 10, 2010. 02:40 PM | Likes Like |Link to Comment
  • Monsanto: Fight Over Genetically Modified Food Ain't Over Yet [View article]
    This fight will not end soon. Both sides are totally convinced about their cause.
    Jun 27, 2010. 05:07 PM | Likes Like |Link to Comment
  • Corn Ethanol Hangover [View article]
    So long as the first Presidential primary contest is in Iowa, that long will corn and corn ethanol be subsidized. Economic sense? Waste of animal feed? I believe that only politics matter. That's why I'm long Valero.
    Jun 19, 2010. 06:38 PM | 1 Like Like |Link to Comment
  • Monsanto Boosts Shareholder Value With Billion Dollar Stock Repurchase Announcement [View article]
    Few would buy MON for its dividend. PE is still very high, at 21. The share repurchase program is obviously intended to support share price, which continues to decline. I am long MON because it is one of the most evil companies in the world. However, I think the price is more likely to go down rather than up. It is not a growth company any more.
    Jun 17, 2010. 10:17 PM | 1 Like Like |Link to Comment
  • Banks, BP, Tax Increases: State Sponsored Muggings [View article]
    The government being able to change the rules? That's called "sovereignty."
    Jun 16, 2010. 07:18 PM | Likes Like |Link to Comment
  • A Ticking Time Bomb Under Emerging Market ETFs? [View article]
    On the Transparency International corruption perception index, Israel is tied with Spain at rank 32. While this is higher than Taiwan or South Korea, Israel still has a fair bit of political corruption, as regular readers of the news know.
    Jun 14, 2010. 09:39 PM | 3 Likes Like |Link to Comment
  • Why Did NAFTA Have No Effect on Banking? [View article]
    Must be another titling goof by the SA editors. The title is ridiculous! NAFTAs effects have been so profound and so far-reaching that hardly any portion of either economy or society has been left unaffected.

    Article is actually about US - Mex cross border banking ties.
    Jun 10, 2010. 01:40 PM | Likes Like |Link to Comment
  • Strengths and Weaknesses of Yamana Gold [View article]
    I'm long Yamana. I've read so many unspecific, negative comments that I was thinking of selling. I greatly appreciate this more balanced presentation.

    I didn't realize that there had been such major selling pressure. Since the stock didn't go down (much?), the fact that the market absorbed these big sales is quite bullish, IMO.
    Jun 10, 2010. 01:22 PM | 5 Likes Like |Link to Comment
  • How Deng’s Ghost Threatens China’s Innovation Economy [View article]
    Wow! An SA author who can write excellent, well organized (US) English prose.
    Jun 7, 2010. 06:01 PM | 4 Likes Like |Link to Comment
  • The Difference Between Gold and Miners [View article]

    Most countries don't have a strong environmental movement. China is the world's leading gold miner. Environmentalists there have bigger problems to deal with such as water that makes people ill.
    Jun 7, 2010. 05:56 PM | Likes Like |Link to Comment
  • Looking for Clues in BP's Dividend [View article]
    Shumer, like all members of the US Congress, can interest himself in any issue anywhere in the universe. That's the nature of the job. You don't have to like it, but it is in our Constitution and everyday political practice.

    The member who represents me in the House of Representatives is Chairman of the Armed Services Committee. Can you imagine what a mess he'd make if he suddenly started to interest himself only in MO - 4? He'd be voted out at the next election as incompetent!
    Jun 7, 2010. 05:37 PM | Likes Like |Link to Comment
  • It's Time to Look Into Cuba Investment Opportunities [View article]
    I have owned some Sherritt (S.TO or SHERF.PK) for years. They, too, have had some problems with the Castro regime. While I have no independent confirmation, each Sherritt annual report highlights the company's environmental concerns. I disagree with Mr. Smicklas' opinion that oil can be drilled for, in Cuba's portion of the Gulf of Mexico, without concern for environmental consequences.

    Cobalt is often found in association with Nickel. This is the case in Cuba. Sherritt is in the process of opening a new Ni (and other minerals) mine, called Ambatovy, in Madagascar. I doubt that Mr. Smicklas is correct about how much of the world's Ni supply remains in Cuba.

    It seems clear to me that domestic American politics is the primary barrier to better economic relations between Cuba and the US. My Congressman, representing a district with significant corn and soybean production, is against improving relations with Cuba, even though it would give the farmers he represents a new export market. He received a substantial contribution from an irredentist Cuban exile group.

    Even when relations improve, Cuba must invest, in the infrastructure which cruise ships require, before the large cruise ships of CCL and RCL can visit.

    If you're thinking about investing in the companies recommended here, because of Cuba, don't. If you want to invest in them for other reasons, go ahead.
    Jun 6, 2010. 02:00 PM | 2 Likes Like |Link to Comment
  • Does BP Have Enough Cash to Weather Storm? [View article]
    How will BP -- or any other company -- going to operate if all its assets in the US have been seized. Also, what good would it do the US government to have all BP's assets without any of the employees who (formerly, I presume) operated them?
    Jun 5, 2010. 04:13 PM | 4 Likes Like |Link to Comment
  • Does BP Have Enough Cash to Weather Storm? [View article]
    Uhuh, you should read up on the damage to wildlife (in general) and fisheries (in particular) caused by Exxon.
    Jun 5, 2010. 04:07 PM | 2 Likes Like |Link to Comment