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  • Selling Mart Resources Today [View instapost]
    Hopefully not a trend:
    Apr 2, 2013. 07:14 PM | Likes Like |Link to Comment
  • Selling Mart Resources Today [View instapost]
    I think the pipeline issues are turning people off, but long term still a keeper, in my opinion. I was also looking at Tag Oil. Just trying to find a nice entry point.
    Mar 26, 2013. 07:00 PM | Likes Like |Link to Comment
  • Selling Mart Resources Today [View instapost]
    Seems like you timed that well.
    Mar 26, 2013. 02:23 AM | Likes Like |Link to Comment
  • How To Buy A Dollar For Sixty Five Cents [View instapost]
    VOF fund is up 34% since this article was written and is still trading at a discount, though a considerably smaller one. So, in this case, I think you could say cheap was good.
    Mar 5, 2013. 11:19 PM | Likes Like |Link to Comment
  • Selling Mart Resources Today [View instapost]
    So, you don't see it worth holding on for the new pipeline?

    Interesting you mention uranium. Any thoughts about Energy Fuel's results today?

    Even though it's not in an emerging market, Orbite Aluminae Inc. ORT.TO has caught my attention. It'd be interesting to hear your take on them.

    Thanks for all your posts. They've opened up many opportunities that would have otherwise escaped my notice.
    Feb 14, 2013. 02:10 AM | Likes Like |Link to Comment
  • The FTC issued recommendations on Friday to beef up privacy on mobile devices, including that developers should incorporate do-not-track capabilities in apps and other software. While the proposals aren't binding, they carry the weight of policy for the likes of Apple (AAPL), Google (GOOG) and Microsoft (MSFT). Underscoring the FTC's commitment to privacy, it has fined social-networking app Path $800K for collecting personal information on children. [View news story]
    "My intuitiion tells me that Apple, Google and Microsoft were listed because they cover the vast majority of the market."

    I think it's far more likely that they were listed because they're American companies and the others are not.
    Feb 3, 2013. 11:49 AM | Likes Like |Link to Comment
  • Buying Energy Fuels Inc. (EFR.T) Next Week [View instapost]
    They do seem poised to move, don't they.
    Thanks John.
    Jan 21, 2013. 07:28 AM | Likes Like |Link to Comment
  • Are Dividends Truly Beneficial To Shareholders? [View article]
    I enjoyed this article. It is well written and thought out. I could wish that all the comments were also as well thought out. I'd just like to add a couple quick points.

    The stock price is not representative of the actual value of any given company. It is representative of the value of the company as perceived by the market. The perceived value is determined by calculating the sum of the current value of the company, possible future earnings, the general state of the economy, the extreme herd mentality of shareholders, and a rather large dash of lunacy. When the stock price rises $20, that does not mean the company is actually worth $20 more per share. Their balance sheet hasn't changed. There seems to be some confusion around this.

    I like the author's views that each company must be analyzed case by case. Some would argue that a company that pays out all profits and is no longer growing is actually in a state of decline. I might invest in a dividend producing stock, but I'd never invest in one that isn't still growing.
    One example I like of a company that pays a nice dividend and yet retains enough funds to finance healthy growth is BCE. They seem to have found the right balance. Yes, I'm long BCE.

    Finally, in my mind, the idea of borrowing in order to pay a dividend just doesn't make good business sense to me. This is an example of the board cashing in to avoid taxes at the expense of the company. I'd have a hard time putting any trust in that board, as they're probably just as likely to also sacrifice shareholder's interests to line their own pockets.

    Thanks for the great article.
    Dec 2, 2012. 03:27 AM | 1 Like Like |Link to Comment
  • 4 Gold Miners With Recent Insider Buying [View article]
    I find it funny that you didn't mention the rebel uprising which is occurring only 200km from Banro's mine in DRC. It is the main reason for the recent drop in price.
    That said, Banro has weathered rebels and civil wars before. I'm long BAA and have also taken advantage of the recent decline to expand my holdings. It may end up being high risk, but I think also potential high reward. Not for the faint of heart.
    Nov 29, 2012. 02:07 AM | Likes Like |Link to Comment
  • Xinyuan Real Estate (XIN): Q3 EPS of $0.44. Revenue of $226.1M (+6% Y/Y) beats by $6M. (PR[View news story]
    They're down 50% from their Q2 EPS, probably because they had to buy that New York property to prove they exist. I too view this as an opportunity to expand my holdings.
    Nov 9, 2012. 12:45 PM | Likes Like |Link to Comment
  • Beware The False God Of The Dividend [View article]
    Interesting discussion at times. There are obviously a lot of people here very committed to income investing. I have also seen a lot of people on SA praising high dividend stocks that have little or no cash assets and dividends over double their eps, but hey! 10% dividend makes it a great buy right? Right???
    Maybe there is room to educate the masses.

    Back to the discussion. One example I liked was that of the laundromat producing a cash income every month. Now, is it the wiser choice to pocket that cash every month, or reinvest it into the laundromat, growing and expanding your business? Before too long you could end up with a chain of laundromats, producing so much more than your initial monthly pocket change. Those are the companies and the management philosophy that I like to invest in.

    I probably should be honest though and mention that my portfolio does contain some dividend companies, but I'm still more a growth kinda guy.

    One last thought, I'm disappointed to see supposedly knowledgeable people flinging insults just because somebody's views happen to disagree with yours. I'm not naive enough to believe that we'll all some day have a big collective hug, but can we please try to be civil. There are other sites that specialize in those kinds of posts.
    Nov 7, 2012. 12:53 AM | 2 Likes Like |Link to Comment
  • Debit Cards Introduced In Myanmar [View instapost]
    The Weekly Business Roundup of The Irrawaddy usually has a nice summary of new companies eying Myanmar.
    Oct 29, 2012. 07:48 AM | 3 Likes Like |Link to Comment