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cgm

cgm
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  • Jordan reportedly is holding talks to become the first country to buy natural gas from Israel, which recently approved a plan to export 40% of offshore energy reserves. A link to Jordan could be established "relatively quickly" by extending a pipeline across Dead Sea salt pools from an Israel Chemicals (ISCHY.PK) plant to an Arab Potash plant. APC's top shareholder, Potash (POT), may be eager to make the connection to lower production costs. [View news story]
    Who's "APC"? Do you mean "ISCHY.PK"?
    Jun 26 12:22 PM | 2 Likes Like |Link to Comment
  • An Oversold High Dividend Stock With Major Earnings And Dividend Growth Ahead [View article]
    Fredriksen has done well with SDRL (which I own) but after doing well for a while, FRO crashed and burned. No matter how smart a guy is, the market can make him look stupid if his timing is bad.
    Jun 23 12:29 AM | Likes Like |Link to Comment
  • Following A Titan Of The Shipping Industries: George Economou And Dry Ships [View article]
    That was a very flattering portrait of Economou. Some would say that he is prone to self-dealing at his investors' expense. Some would say that he should not have committed to so many new builds in the first place. Starting up UDW drilling and spinning it off as ORIG was the move that has kept DRYS out of bankruptcy. I hope he succeeds with DRYS, and I hope his projections are rights, as he has cost me a pretty penny, but I still hold DRYS shares (and some ORIG shares spun off to DRYS shareholders).
    Jun 19 07:25 PM | 3 Likes Like |Link to Comment
  • Research Frontiers: SmartGlass Technology Has Major Potential [View article]
    Seth Van Voorhees is not the CEO. Joe Harary is. I think the company is just on the cusp of finally making a profit. It has great potential, but the ramp up has been exceedingly slow.
    Jun 13 10:47 AM | Likes Like |Link to Comment
  • The Fed Isn't 'Stupid,' The Market Is: Understanding Monetary Policy 101 [View article]
    Good article. I basically agree with you, but the reason we are not getting inflation due to the fed's loose monetary policy is that the velocity of money has declined significantly. Should it increase
    significantly and quickly, the fed would be in a difficult position, as it
    would have to drive us into a bad recession to prevent a bad inflation.
    Fortunately, that situation seems unlikely at this point because demographics favor a slowing economy rather than one that is speeding up.
    Jun 6 05:13 PM | 2 Likes Like |Link to Comment
  • Can EV Energy Partners Fund Its Distribution And Capital Spending? [View article]
    You aren't the first to figure out EVEP's cash flow issues. That's why the stock is already down 30%. Once it becomes clear what they will do about it, the stock could rise, even if the financial situation does not improve in the short run.
    Jun 4 12:43 PM | 3 Likes Like |Link to Comment
  • Why The Fed Is Not Tightening Anytime Soon [View article]
    You said easing instead of tightening in two places. Perhaps some time should be spent editing before submitting articles.
    Jun 3 01:34 PM | 5 Likes Like |Link to Comment
  • Agency MBS fail to bounce from the "massive liquidation" following Bernanke's testimony yesterday, according to CIBC's Tom Tucci. Suggestions of a tapering of Fed purchases sent Fannie Mae MBS with 3% coupons to their lowest levels of the year. "Right now it seems the only source of demand is the Fed," says BAML's Brad Scott. Unsurprisingly, pure agency mREITs like AGNC and ARR hit 52-week lows today. Annaly (NLY) - now diversified into the commercial space with the CXS purchase - outperforms[View news story]
    The fact of what happened may result in the FED deciding to not stop its QE3 program for quite a while, or to make its exit extremely slow. That would be better for agency REITS.
    May 23 05:25 PM | Likes Like |Link to Comment
  • Stratasys: Only One Thing Is Missing [View article]
    These companies appear to have a good future, but their P/Es are insane. I'd wait for a pullback before buying any. There always are pullbacks in these sky-high P/E stocks, and they can be very painful for those who bought before the pullbacks.
    May 14 06:52 PM | Likes Like |Link to Comment
  • American Capital Agency's Unamortized Net Premium Prepayment Risk Finally Kicks In [View article]
    If you don't need the income, perhaps you should invest in growth stocks instead of income stocks. There are lots of other ways to diversify.
    May 8 12:49 PM | Likes Like |Link to Comment
  • American Capital Agency's Unamortized Net Premium Prepayment Risk Finally Kicks In [View article]
    Unlikely the dividend will go down the next couple of quarters, as they have to pay about the same amount to remain an REIT.
    May 5 08:02 PM | Likes Like |Link to Comment
  • American Capital Agency Corp.'s Earnings Disaster - A Warning Of Things To Come? [View article]
    I would suggest that unless you need the funds within the next 6 months, I would hold, collect the dividends, and probably see the book value come back some during this quarter. Generally when people panic, they lose. This company has very good managers, and they should do fine going forward, barring some unexpected surprises.
    May 3 02:29 PM | Likes Like |Link to Comment
  • General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
    So the obvious question that does not seem to have been asked is: Why does the author only own LPs when the article sings praises of the GPs over the LPs?
    Apr 29 05:31 PM | Likes Like |Link to Comment
  • General Partners Offer Leveraged Exposure To MLP Distribution Growth [View article]
    So the obvious question that nobody has asked is: Why does the author only own the LPs when his article sings the praises of the GPs over the LPs?
    Apr 29 05:29 PM | 1 Like Like |Link to Comment
  • Genie Energy - Is The Genie Finally Coming Out Of The Bottle? [View article]
    Or maybe they said, we really need some money. What have we got to lose?
    Apr 24 04:08 PM | Likes Like |Link to Comment
COMMENTS STATS
145 Comments
234 Likes