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ralennen

ralennen
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  • Time To Consider These Tanker Stocks [View article]
    The US will shortly, if not already, become a net exporter of oil or OE thus will be one of the great surprises of my lifetime. I have owned NAT for some years as the management is strong and knowledgeable. They base out of Bermuda for taxes I believe.
    Apr 26 09:11 AM | 1 Like Like |Link to Comment
  • Why Gold Is Still Good As Gold, And Why Bears Can Keep Their Short-Run Win [View article]
    The real question, as always, is CAN YOU MAKE MONEY NOW?
    At many times in the history of gold's price, buying at the wrong time came with a twenty year penalty and sometimes much longer adjusted for inflation. If you call gold insurance against financial collapse/hyper inflation you will sleep a lot better.
    Jan 5 10:08 PM | Likes Like |Link to Comment
  • Why Gold Is Still Good As Gold, And Why Bears Can Keep Their Short-Run Win [View article]
    Anyone buying gold in 1980 had to wait over 20 years to show a profit. Today the value is less than in 1980 adjusted for inflation. Yes gold was a protection against financial collapse during this period but hardly a great investment. It should be viewed as insurance one hopes never to have to use.
    Dec 28 03:10 PM | 1 Like Like |Link to Comment
  • Breitburn Energy Partners' CEO presents at IPAA OGIS San Francisco Conference (Transcript) [View article]
    Really strong presentation and I was impressed. I have just one question and that is why has the stock price declined over this last year?
    Oct 2 09:07 AM | 3 Likes Like |Link to Comment
  • While the ever-rising DJIA is up ~11% this year and hovers not far off five-year highs, the Dow Transports dropped 5.9% this week, hitting its lowest level since June and down 2.2% YTD. “This is a major divergence that should not be ignored,” Peter Boockvar says. “It tells me the risks of being in the market at these levels are growing." [View news story]
    The market's ability to remain irrational outlasts an individual's ability to remain solvent-to paraphrase Keynes. At the upper levels of the market's trading range, is it not prudent to take some chips off the table notwithstanding QE3, Draghi, and election year history?
    Sep 23 01:23 PM | 1 Like Like |Link to Comment
  • Bodie: Stocks Are Riskier Than We Think [View article]
    Roger,
    I am 68 years old and am 100% invested in stocks and have been for 30 years. The only period where I thought fixed income returns were attractive was during the late 70s with returns 14-19%. Today the returns of sovereign Euro bonds from Spain, Greece, or Ireland in the 5-6% range are ridiculous given the risk. Treasuries are a joke, even Tips. The only chance an investor has is with stocks.
    Sep 15 10:49 AM | 4 Likes Like |Link to Comment
  • 10.50% Yielding Prospect Capital Offers Growth Too [View article]
    HI,
    Prospect cut the div to .10/4th q. How does this equate to 10.5%yld?
    Also, earnings are estimated @.41/share/qtr.
    Sep 13 12:45 PM | Likes Like |Link to Comment
  • Sector Detector: U.S. Stocks Still The Place To Be For Global Investors [View article]
    What the riots in the Middle East over a movie show is that many Arabs still live in the Middle Ages or around 700AD more precisely. To kill people over celluloid shows the bankruptcy of those religious beliefs that do not forgive and move on. Actually, it is not the word of the Prophet, but its misinterpretation that is the culprit. And isn't that just about always the case? I am thinking now of the perversions of the Crusades, Inquistion, burning of witches, etc. Western Christianity is just a little further along on the evolutionary scale than Middle Eastern Islam.
    Sep 13 11:11 AM | 1 Like Like |Link to Comment
  • Why I'm Not Afraid Of QE3 [View article]
    Adam- great article. However, I do fear QE3. While it will not cause hyper inflation as you correctly point out, it is still another nail in the coffin as it puts more money in the economy to chase existing goods. Prices will go higher for all the things people use. You may not remember gas at 25 cents a gallon, but I do, as well as the $ at 400 yen, the Swiss franc worth 25 cents, as well as the defunct French franc worth a measly 10cents, gold @ $32/oz. etc. The real enemy is devaluation of the currency for anyone who holds the once mightly dollar- which would be me unfortunately.
    Sep 13 10:55 AM | 1 Like Like |Link to Comment
  • High Yield Canadian Oil & Gas Companies: Enerplus, Pengrowth Continue To Rebound [View article]
    HI ZVI,
    I have owned PGH and PWE since early 2009. Although not in equally quanties fortunately, PWE has apprecieated 60% and PGH has declined 60%, dividends excluded. What is your outlook for PWE?
    Sep 12 02:39 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson: The Doom And Gloom Crowd Is Wrong [View article]
    All is true about J&J as a fine long term blue chip. So why not wait til the Buffet effect has taken its toll and buy it a bit lower. When the "oracle" talks you listen or not a your risk.
    Aug 21 02:28 PM | Likes Like |Link to Comment
  • Hedge Fund Bets On Brazil ETF [View article]
    Brazilian law requires listed companies to return 25% of after tax earnings as dividends. How can this be all bad?
    Aug 19 04:15 PM | Likes Like |Link to Comment
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