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sanch

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  • How China Could Explain The Decline In Gold [View article]
    The inflation adjusted high of gold is 2350 USD. Gold is just is large trading range until it breaks out above 2350. The author may be correct that lower gold prices occur prior to breakout, has failed to consider inflation in to his calculation. Gold will not be best investment in an inflationary environment. You can own oil or other commodities or the producers that will outperform gold. There are lots of inflation protections.
    Gold is more accurately a metric of distrust of government both domestically and internationally. As the debts become harder to finance, it will become clear central bankers have run out of policy options. Gold will respond to this world dent phenomenon between 2015-2017.
    Only when gold breaks out in all currencies, not just usd will the bull market take place. At that point gold will be trading over inflation adjusted high.
    Oct 22, 2014. 01:03 AM | 2 Likes Like |Link to Comment
  • Woodside Petroleum Is Expanding Worldwide For LNG Production And Energy Trading [View article]
    Thanks for your input. It looks like woodside is finding future growth at the right price. As a long term woodside shareholder, I think this will cont to be a good bet for growth and dividends.
    Do you have any views on origin energy as they go go in to production on the coal seam LNG project next year? Thanks for your input.
    Sep 25, 2014. 02:07 AM | Likes Like |Link to Comment
  • Dividend Quick Picks: Foreign Stocks [View article]
    I like fortum because it is owned in past by Finland govt which gives some protection. It is a green company that produces hydroelectric energy and has really strong positive brand in Finland and outside for a utility company. They also raised dividend last year to 1.1 euros which was a 10% increase. They also seem to have room for expansion outside of Scandinavian countries, working on projects in india where there is massive room for additional utility infrastructure. Certainly the 20% dependence on Russia and infrastructure in Russia could be a complication.
    It has run up over last several years, but seems like it will be a strong investment for growth and yield over next decade.
    I have been in origin and woodside for a while. Origin has a large LNG project coming online next year, they are jv with conaco. Previously has been 1 of the large utility companies in Australia, overall undervalued company long term, should have increasing dividend. Woodside has been ramping up the Pluto LNG project and increasing dividends over last year, currently paying 5-6% with a great management team. They have been very prudent forgoing growth at all costs in search of value. I really like Peter Coleman the CEO, they are also the largest pure energy company in oz. 1 other thing about woodside is they deal in simple ng deposits and not shale. Once royal Dutch shell fully divests, woodside will have more flexibility in their future planning and undervalued shares should increase. Origins project is a coal seam gas, similar to shale deposits. geographically Australia will have strategic advantage over US to deliver LNG to Asia. Hope that helps.
    Sep 21, 2014. 10:32 PM | 1 Like Like |Link to Comment
  • Is Silver Wheaton Really The Best Way To Play Silver? [View article]
    Slw seems to have less leverage on silver spot over last 2-3 years compared to ag, exk, fsm. When sentiment changes on the metal over the next 1-2 years I think anything silver will be a mutil bagger. There just are not no that many options to place money in pure silver investments. First majestic has made numerous runs to 23-25 and in my opinion there is no reason it will not go far above his mark in a positive silver environment. It has 30% more silver production than it did in 2011!!
    As an example lets say silver is at 30-40 range in next 18 months, a double in price, Slw will do great, trading in 50s at that time, outperforming silver.
    Ag will be a 30 dollar stock at that point. Exk and fsm prob similar to ag.
    I'm not quite sure that cde and hecla would outperform Slw though.
    At the bottom of silver, would expect it to occur soon, within next 12 months for certain as silver high has already been 3.5 years ago, it may be reasonable to speculate on small caps, like great panther, and mux.
    Sep 21, 2014. 12:46 PM | Likes Like |Link to Comment
  • Dividend Quick Picks: Foreign Stocks [View article]
    I appreciate the information. I like the addition of the foreign shares for yield and value. I have been building up position in yara over last 5 years and think this is 1 of the best ag companies in world. Shares have held up better than potash companies. I appreciate the discussion of the international shares as there is limited people who invest in international.
    In addition to yara I am long origin energy, woodside telstra and woolworths in oz, syngenta, canadian oil sands, pembina, fortum and numerous other international shares.
    Keep the articles coming.
    Sep 20, 2014. 11:24 PM | 1 Like Like |Link to Comment
  • Telstra Becoming Bigger Player On Asian, World Digital And Cloud Stage [View article]
    I started position in telstra earlier in year. Thanks for the information, nice to see some articles on seeking alpha re australian companies.
    Do you have any input re stock valuation given that it is trading near all time highs?
    Sep 13, 2014. 09:56 AM | Likes Like |Link to Comment
  • Gold And Deficits - The Connection Might Surprise You [View article]
    Rising interest rates may be correlated with gold at this point related to the federal debt load. As interest rates rise the % of interest being financed goes up exponentially. If the 10 year bond were trading at 10%, yearly financing would be 1.7+trillion. The tax base is 3 trillion. The concern of getting paid back would increase. I think this would be correlated with a rising gold price.
    In a normal world,( rising interest rates might lead to less demand for gold though. If the bank was paying a real inflation adjusted interest rate of 5%, the need for gold would be less.
    Aug 22, 2014. 01:13 PM | Likes Like |Link to Comment
  • Why I'm Buying Gold Stocks Right Now [View article]
    I would point out that gold miners as a sector remain extrely undervalued compared to the metal. Depite the run up since January, all these companies are still extremely supressed.
    I dont know if Rangold is particularly better than other mid tier miners such as EGO or AUY. If you are particuarly bullish on the miners over next 12 months, why not MUX, GDXJ, or some of the midtier silver miners such as AG, EXK, FSM, or Sandstorm? These should all outperform GOLD and large cap gold miners on the upside.
    Long all the above.
    Jul 11, 2014. 07:13 PM | 4 Likes Like |Link to Comment
  • The Stock Sectors Set To Streak Into 2015 [View article]
    Hi Eric, I appreciate your insights. What do you think of gold miner performance as the qe winds down? If energy sector declines, and there is a bid for gold, 1 would think it may be the miners turn to shine?
    May 21, 2014. 11:31 PM | 1 Like Like |Link to Comment
  • Reexamining Offshore Drillers: Buy, Sell Or Hold? Part I [View article]
    I was looking at fred olsen energy in norway, They are getting ready to pay 12% dividend this year. Looks like a stable long term company. Any thoughts?
    May 15, 2014. 05:58 PM | Likes Like |Link to Comment
  • Fortum: 7% Yield With Renewable Energy [View article]
    hi steffen
    any updates on fortum? any concerns with regards to ukraine conflict? Do youthink fortum is a buy at current levels? I have currently started a small position am condsidering adding in on weakness. any input is appreicated, thanks
    May 1, 2014. 10:39 PM | Likes Like |Link to Comment
  • This Company Is A Steal Under $9 And I'm Buying Again [View article]
    Auy near 8, seems like a good entry point...any thoughts on auy at these levels?
    Apr 17, 2014. 12:11 PM | Likes Like |Link to Comment
  • Ascendas REIT: A Bastion Of Stability Amidst The Market Storm [View article]
    Thanks for the update on AREIT. I have owned for several years now and added on dip earlier in year. Sing Tel seems like a very stable tenant!
    I also own Frasers Centre Pointe Mall Reit. Would you have any other suggestions for stable singapore reits?
    Apr 15, 2014. 04:03 PM | Likes Like |Link to Comment
  • IMF Deal Will Break Ukraine, Harm Global Stability [View article]
    In order to have subsidized LNG going to Ukraine or LNG going anywhere in Europe you need LNG import facilities. It does not sound that Europe or Ukraine have these expensive facilities. I think this solution will only be viable 5-10 years down the road.
    Mar 28, 2014. 10:09 AM | 1 Like Like |Link to Comment
  • Fortum: 7% Yield With Renewable Energy [View article]
    Hi Steffen,
    I have followed you for a while. I own shares in yara, stat oil, and telenor on the norwegian exchange. What is your opinion of buying fortum on us exchange vs Finland exchange? Is there any benefit or disadvantage to owning the shares in euros vs dollars? Does this matter at all. I appreciate all of your articles, keep on writing. Sean
    Mar 26, 2014. 01:51 AM | Likes Like |Link to Comment
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