Seeking Alpha


Send Message
View as an RSS Feed
View silverscreen's Comments BY TICKER:

Latest  |  Highest rated
  • Is It Time To Return To Investing In Silver? A Look At Silver Wheaton [View article]
    Everybody expects PM will fall. The sentiment is very negative. Which is to say it's the time to buy. There is no doubt that we are in a deflationary stage now. PM does best in deflationary environment.
    Jan 27, 2015. 09:23 AM | 3 Likes Like |Link to Comment
  • Oil Supply Accelerating - Saudi Arabia Delivering On Its Promise? [View article]
    Sorry, I don't buy that $10 and $50 numbers. Try $20+ for op ex. The best all-in cost for brown fields developments are around $65. Green field developments would require minimum $80. That is why projects are deferred or cancelled, and layoffs are happening.
    Jan 27, 2015. 01:46 AM | 3 Likes Like |Link to Comment
  • Biggest day for oil in more than two years [View news story]
    Futures expire different from stocks.
    Jan 14, 2015. 11:57 PM | 1 Like Like |Link to Comment
  • U.S. rig count plunges in past week but still exceeds year-ago count [View news story]
    And they gave greater discount to Europe and America. They want to win the market share back.
    Jan 6, 2015. 03:15 AM | 1 Like Like |Link to Comment
  • Oil takes out $50 [View news story]
    @Investor: I agree if one is trading Oil and for the long term. However, if one trades the O & G stocks; there may be more bloodbath to come yet. There may be more goodwill / assets write off in the next couple quarters; which will scare the heck out of the market. That's when to buy.
    Jan 6, 2015. 12:10 AM | 1 Like Like |Link to Comment
  • U.S. rig count plunges in past week but still exceeds year-ago count [View news story]
    Commodity is trading in trends. It's one of the instruments where trend trading has historically been shown to be statistically true. Until there is a strong indicator, the trend won't reverse easily. Many people tried to fish for the bottom last week and now are getting whiplashed. Too early.
    Jan 5, 2015. 11:38 PM | 3 Likes Like |Link to Comment
  • U.S. rig count plunges in past week but still exceeds year-ago count [View news story]
    What is missing from the headline is they are getting more oil per well compared to last year thanks to better techniques. The total output is still on track to be higher than last year at this point. After this week's bloodbath, it will probably change. However, production won't go down as fast as some may expect.
    Jan 5, 2015. 11:34 PM | 1 Like Like |Link to Comment
  • Seeking Alpha Contributors Top List Of Best Performing Financial Bloggers [View article]
    Well, I'm not trying to be a smart a.. but technically speaking, one could go long Vale and short CLF based on that thesis. That would have been a 20% gain.
    Jan 5, 2015. 11:30 PM | Likes Like |Link to Comment
  • Cenovus Energy Can Be A Value Creator [View article]
    CVE has a lot of attractive assets, but the management is sub-par. I expect they will follow ECA footsteps and divert some of their assets to unlock values. A patient play though.
    Oct 13, 2014. 11:42 AM | Likes Like |Link to Comment
  • Forget Keystone - Canada moves toward oil route around Obama [View news story]
    They only need to build net-new pipeline from Québec Eastward. They will re-use the existing lines from Alberta to Ontario. Québec is the only province that has any potential concerns.
    Oct 8, 2014. 07:52 PM | 7 Likes Like |Link to Comment
  • Vringo bolsters legal team, provides update on trials [View news story]
    Yup, it's all or nothing.
    Oct 7, 2014. 08:25 PM | Likes Like |Link to Comment
  • Microsoft to acquire Mojang for $2.5B [View news story]
    It's about cloud and mobile. Players can set up servers on Azure for cheap / easy. Cloud can unlock all sort of advanced Mods (since it has so much more power). The cloud servers will enable larger communities. In and by itself, it won't be accretive significantly to the bottom line, the value is the cross-selling / branding of the ecosystem to the end consumers, especially teenagers segment.
    Sep 15, 2014. 11:59 AM | 5 Likes Like |Link to Comment
  • Minecraft to join Microsoft [View article]
    IMHO, it's about branding (and hence cross-selling). Minecraft by and in itself won't contribute to MSFT's bottom line in any significant fashion.
    Sep 15, 2014. 09:45 AM | 1 Like Like |Link to Comment
  • Minecraft to join Microsoft [View article]
    Quote: "Microsoft's investments in cloud and mobile technologies will enable "Minecraft" players to benefit from richer and faster worlds, more powerful development tools, and more opportunities to connect across the "Minecraft" community" => this is the rationale behind the purchase. If MSFT doesn't screw this up, it will be a good marketing / branding for their cloud and mobile services to retail consumers.
    Sep 15, 2014. 09:21 AM | Likes Like |Link to Comment
  • Microsoft reportedly in $2B talks to buy Minecraft maker [View news story]
    I don't think it can grow much more. The real value will be to have the game more enhanced for MS ecosystem; make an enhanced version for the Xbox, windows phone, etc.
    Sep 9, 2014. 11:05 PM | 2 Likes Like |Link to Comment