A Journey To Add Biotech To The Portfolio [View article]
One key element that can't show up in a stock-screener is the presence or absence of integrity in management. I was an investor in Spectrum Pharmaceuticals until recently, when management proved to be devoid of that essential ingredient, and I sold at a loss. I am, however, still an investor in GALE.
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
Some other interesting quotes from the UPL earnings call: 1) Given that their break-even cost on natural gas is $2.79 per Mcfe, UPL asserts that "we uniquely make a fair amount of money at $4 gas;" 2) "We think the commodity will be $5 second half of 2014, and not before;" and, 3) Their JV partners, Anadarko and Shell, won't return to any significant activity in the Marcellus until prices are "well north of $5" for a "good period of time."
It makes no sense to me that UPL is still at such a low share price. Whenever it gets at or below $20, I'll be adding more shares. For those patient enough to wait a year to make good money, this one can't miss.
Uncle mike, I'm not aware of the EPA saying anything on the topic of nuclear reactors. Please enlighten us. And I believe that several new nuclear plants were to be built in the US, but may have been shelved/delayed due to the fact that the natural gas boom has made those plans currently uneconomical. By the way, I'm a "greenie" with investments in Exelon and uranium-miners. Don't stereotype me/us, and I promise not to stereotype the next "uncle mike" I meet.
Apple (AAPL -4.2%) roundup: Tiger Global joined the unrelated Tiger Management in selling Apple shares in Q1, lowering its stake to 260K shares from a prior 1.05M (13F). 2) According to the iRumor mill's latest updates, the retina iPad Mini will have the same resolution (2048x1536) and processor (A6X) as the retina 4th-gen iPad; the iPhone 5S will replace the tradition home button with a touch-sensitive sapphire button (a positive for GTAT); and the iPhone 5S will have an improved camera to go with a fingerprint sensor. 3) The DOJ accuses Apple of being the ring-master in an e-book price-fixing scheme (previous); Apple calls the accusation "absurd." 4) Joe Weisenthal observes Apple's price movements have correlated some with gold's. [View news story]
So, once again, the all-powerful Tiger Management manipulates the stock market like it's a mere plaything, that ruthless bastard! (You'd think that golf and hookers would be enough to keep him busy).
Nokia's Asha 501 Proves The Company Still Is A Formidable Competitor [View article]
I agree with La Rue. Great article, Karl. As opposed to most articles on NOK, it is actually thoughtful and with an eye on the actual *quality* of the devices that are being produced. Amazing how most authors on this topic disregard that latter issue.
Nokia (NOK +4.5%) catches a 2-notch upgrade to Buy from Denmark's Danske Bank, and responds accordingly. The firm cites growing optimism about Nokia's debt-raising and turnaround abilities, and the improving performance of Nokia Siemens. Meanwhile, a teaser ad for an upcoming Lumia phone shows a device with an aluminum body and large lens. Is it the Catwalk phone, or a Lumia with a 41MP PureView sensor? Either way, odds are it'll be unveiled at tomorrow's London event. [View news story]
I think your comments on Nokia fall into the category of pure speculation and negative hype.
Is Now The Time To Buy ArcelorMittal? [View article]
I thought I was fully loaded, but if it's going to linger at this price in the mid-12s, I'll be buying more.
Kevin, thanks for getting the dividend cut mostly right, as opposed to entirely wrong by virtually every other author and investment site this year. Yes, it was cut to 0.20 back on Oct 31 of last year. However, the starting point was 0.64, not 0.75 (but I'll give you a star for that anyway).
I bought in the low 90's, and then promptly sold at a minor loss when the downgrades began and it was clear it was heading lower. I agree with the author that the long-term future for BIDU is bright. I'm using Morningstar's new "Consider Buying" target of $75 and patience as my guide.
Uranium's Dirty Little Secret - Investors Take Note [View article]
JS,
You make a valid point. However, I've come around to the point of view in recent years that the threat posed from radiation has been vastly overrated. In Chernobyl, if I remember correctly (chancey, at best), apart from those that died of radiation-poisoning from the initial on-site exposure, those that proved to be most vulnerable were children in that region that acquired thyroid cancer as a result of drinking tainted milk. Think about how few of us would want to live near a nuclear plant, whereas the worst industrial accident in history was the Bhopal disaster in India in 1984 when the gases released from the explosion of a pesticide plant killed anywhere from 15,000-30,000 people. To this day, toxic chemicals abandoned on the site are still contaminating the groundwater. I suggest that all of the deaths from all causes that can logically be associated with Chernobyl and Fukushima will never come remotely close to the ultimate death toll from the mundane explosion of a pesticide plant in Bhopal in 1984, of which the average person on the street in the US has no familiarity. (PS, most of this isn't directed at you, Joe).
Uranium's Dirty Little Secret - Investors Take Note [View article]
Joe,
Renewable storage may ultimately prove to be the "game changer" you envision it to be, but in the meanwhile, India and China are evidently proceeding with plans to significantly increase their fleet of nuclear plants. Thus, under the reasonable scenario that Gary has presented, uranium prices have a high degree of probability of jumping much higher, and with it, the share prices of a host of currently bargain-basement-priced uranium producers.
I agree with you, Gary, about DNN, and I've been accumulating bite-sized chunks of stock in recent months. As for Uranium One, I believe that shareholders approved the sale of the rest of the company at $2.80+ to the Russian consortium (or whatever it is) that already owned most of it.
A Journey To Add Biotech To The Portfolio [View article]
Ultra Petroleum - The Rebound In Natural Gas Prices Should Continue Through 2015 [View article]
It makes no sense to me that UPL is still at such a low share price. Whenever it gets at or below $20, I'll be adding more shares. For those patient enough to wait a year to make good money, this one can't miss.
5 Commodity Stocks Moving On News [View article]
Nokia's New Phone Announcement Leads To A Sell-Off [View article]
Apple (AAPL -4.2%) roundup: Tiger Global joined the unrelated Tiger Management in selling Apple shares in Q1, lowering its stake to 260K shares from a prior 1.05M (13F). 2) According to the iRumor mill's latest updates, the retina iPad Mini will have the same resolution (2048x1536) and processor (A6X) as the retina 4th-gen iPad; the iPhone 5S will replace the tradition home button with a touch-sensitive sapphire button (a positive for GTAT); and the iPhone 5S will have an improved camera to go with a fingerprint sensor. 3) The DOJ accuses Apple of being the ring-master in an e-book price-fixing scheme (previous); Apple calls the accusation "absurd." 4) Joe Weisenthal observes Apple's price movements have correlated some with gold's. [View news story]
Nokia's Asha 501 Proves The Company Still Is A Formidable Competitor [View article]
Nokia (NOK +4.5%) catches a 2-notch upgrade to Buy from Denmark's Danske Bank, and responds accordingly. The firm cites growing optimism about Nokia's debt-raising and turnaround abilities, and the improving performance of Nokia Siemens. Meanwhile, a teaser ad for an upcoming Lumia phone shows a device with an aluminum body and large lens. Is it the Catwalk phone, or a Lumia with a 41MP PureView sensor? Either way, odds are it'll be unveiled at tomorrow's London event. [View news story]
Is Dendreon Done After Q1 Train Wreck? [View article]
Nokia Hits A Home Run With Asha And Facebook [View article]
Dendreon Shocks Market With Provenge Sales Decline In Q1 [View article]
Is It Time To Give Up On Dendreon? [View article]
Is Now The Time To Buy ArcelorMittal? [View article]
Kevin, thanks for getting the dividend cut mostly right, as opposed to entirely wrong by virtually every other author and investment site this year. Yes, it was cut to 0.20 back on Oct 31 of last year. However, the starting point was 0.64, not 0.75 (but I'll give you a star for that anyway).
Baidu: Investing For The Future [View article]
Uranium's Dirty Little Secret - Investors Take Note [View article]
You make a valid point. However, I've come around to the point of view in recent years that the threat posed from radiation has been vastly overrated. In Chernobyl, if I remember correctly (chancey, at best), apart from those that died of radiation-poisoning from the initial on-site exposure, those that proved to be most vulnerable were children in that region that acquired thyroid cancer as a result of drinking tainted milk. Think about how few of us would want to live near a nuclear plant, whereas the worst industrial accident in history was the Bhopal disaster in India in 1984 when the gases released from the explosion of a pesticide plant killed anywhere from 15,000-30,000 people. To this day, toxic chemicals abandoned on the site are still contaminating the groundwater. I suggest that all of the deaths from all causes that can logically be associated with Chernobyl and Fukushima will never come remotely close to the ultimate death toll from the mundane explosion of a pesticide plant in Bhopal in 1984, of which the average person on the street in the US has no familiarity. (PS, most of this isn't directed at you, Joe).
Uranium's Dirty Little Secret - Investors Take Note [View article]
Renewable storage may ultimately prove to be the "game changer" you envision it to be, but in the meanwhile, India and China are evidently proceeding with plans to significantly increase their fleet of nuclear plants. Thus, under the reasonable scenario that Gary has presented, uranium prices have a high degree of probability of jumping much higher, and with it, the share prices of a host of currently bargain-basement-priced uranium producers.
I agree with you, Gary, about DNN, and I've been accumulating bite-sized chunks of stock in recent months. As for Uranium One, I believe that shareholders approved the sale of the rest of the company at $2.80+ to the Russian consortium (or whatever it is) that already owned most of it.