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  • Chevron's 2016 Spending Cut Is Massive, But It Should Have Gone Even Further  [View article]
    do you think adding in to Chevron in to oil weakness makes sense?
    I have been buying RDS under 50 and CVX when it gets to low 80s.
    It seems like oil will find a floor in low 30s. I would imagine that oil in 20s-30s for any extended period of time would trigger a war.
    I agree with you that oil (and other commodities) should find some support by 2017. I would assume that this will also be associated with dollar weakness.
    I appreciate the information.
    Dec 16, 2015. 04:01 PM | 1 Like Like |Link to Comment
  • 5 Gold Stocks To Avoid In 2016  [View article]
    what are the arguments against Kinross in the dishonorable mention list ? is it Russian exposure that concerns you?
    Dec 16, 2015. 03:36 PM | Likes Like |Link to Comment
  • Top 10 Gold Stocks For 2016  [View article]
    Dec 12, 2015. 01:07 PM | Likes Like |Link to Comment
  • GlaxoSmithKline - Upside In The Pipeline But Some Risk To The Dividend  [View article]
    That was a hardcore overview. I like the emphasis of glaxcosmithkline in to OTC. As a physician I am seeing a limit of insurance/Medicare (federal)/Medicaid (states) to afford these expensive new biopharma meds. Everyday I see examples of insurance companies making it more difficult to approve newer and more expensive medications, favoring the generics on their formularies. The move to stable decreased profit margin OTC businesses will create more stable future cash flows.
    While I am unclear of impact of Novartis relationship, the overall philosophy is 100% correct. I continue to add in to Gsk at these prices.
    Long glaxco, jnj, Abbie, Abbott, and Baxter
    Dec 6, 2015. 03:46 PM | 3 Likes Like |Link to Comment
  • LNG By The Numbers: Part 1 - Why Your Portfolio Must Be Exposed To LNG  [View article]
    What do you think about royal dutch shell and origin. They both seem to be in good position in LNG with exposure in Australia.
    Thanks for the articles. Very informative.
    Nov 11, 2015. 09:19 PM | 1 Like Like |Link to Comment
  • Kinross Gold Is A Stock To Avoid  [View article]
    Last week kinross was trading for 1.40/ share. This stock used to be a 20 dollar stock. You are 90% off highs. This seems like a good time to accumulate shares based on their cash and ability to survive hopefully until gold moves higher.
    My main issue with kinross is exposure to Russia, but overall it looks like a buy.
    Sep 20, 2015. 11:19 AM | 1 Like Like |Link to Comment
  • Reexamining Yamana Gold's Strategy  [View article]
    I like Yamana long term. Under 2 seems like a buy. This situation of profitability is no different than oil companies at sub 60 dollar oil or pretty much any commodity company these days at bottom of commodity cycle. Eventually gold price will need to increase or majority of gold mines will go bankrupt. I think malarctic will prove to be wise decision in next 12 months when gold finally turns corner. I think there is strong chance that gold bottoms before oil which will be serve as tail wind for gold producers.
    Long auy and adding to position on weakness.
    Sep 10, 2015. 10:20 AM | 3 Likes Like |Link to Comment
  • Endeavour Silver: Up 40% After Q2 And Looking Good For More  [View article]
    If exk can survive this low silver period I believe they will be back to 10+ dollar stock on the next upswing in silver. They seem to be making progress on cost cutting and preparing for lower silver prices. There may be final low in October-March in pms I would expect exk to bottom prior to silver bottom. Any price under 1.50 seems like a bargain if you look 1 year out.
    Aug 16, 2015. 02:32 PM | Likes Like |Link to Comment
  • 3 Canaries In A Coal Mine: The Global Government Bond Bust Is Finally Underway  [View article]
    This may be analogous to pre Great Depression when capital flow in to us was massive, and then subsequently capital flight ensued. What happens in Europe is coming to US in time
    Aug 14, 2015. 08:40 PM | 2 Likes Like |Link to Comment
  • Endeavour Silver Is Looking Compelling  [View article]
    It looks likely they can survive over the next 2 years.
    I am big fan of brad Cooke and think silver will recover by 2017.
    With silver at 20 exk will be back at 5-7. With silver at 30 I think exk will go back to 12+ dollar stock.
    Long exk
    Aug 6, 2015. 05:45 PM | Likes Like |Link to Comment
  • Goldcorp Inc: Commentary On The Second-Quarter Results  [View article]
    It seems like a generational opportunity buying the likes of ego, auy, cde, Kgc, ag, exk sand, aem ngd, mux.
    I think the jr silver miners represent incredible value.
    The HUI support of 100 remains ( currently at 106)
    I have been buyer in to weakness. Once the storm passes, it may be too late. Everyone that likes gold is waiting for 800 ( very possible in deflationary collapse) but assumption miners have downside seems unclear. Given premise that most will be wrong, I think capitulation in pm miners is close. Miners are trading like they are going out of business. I don't think we are dealing with coal sector when it comes to gold. Gold is a year away from major break out. Miners will precede this.
    Aug 3, 2015. 08:37 PM | Likes Like |Link to Comment
  • Yamana Gold: Commentary On The Second-Quarter Results  [View article]
    If you look at HUI gold bug index of large cap miners it has been decimated from 500 peak ,now at 106. There looks like strong support at 100. Avi Gilbert had a missive on HUI support at 100 as well.
    Not sure but auy at 2 bucks seems like a good deal long term assuming they don't go out of business before golds rise.
    Just bought another 1k shares at 1.94.
    Aug 3, 2015. 08:27 PM | Likes Like |Link to Comment
  • Buy Quality Energy Producers Now - Woodside Petroleum  [View article]
    Long term holder of woodside, fully franked dividend payed in usd
    I really like CEO Peter Coleman. They seem very prudent and should do well when the cycle turns up. Aussie dollar has been slammed last several years, when oil and commodities improve, Aussie dollar will benefit.
    This will provide a double bonus on the upswing.
    Jul 30, 2015. 10:34 PM | Likes Like |Link to Comment
  • Yamana Gold EPS in-line, misses on revenue  [View news story]
    Auy will be a 20 dollar stock when gold gets back to 1500 assuming does not go out of business
    Likely time frame 2 years from here
    Jul 30, 2015. 10:27 PM | 1 Like Like |Link to Comment
  • Checking In On My 2015 Gold And Mining Stock Calls  [View article]
    Hi Ben,
    I was wondering if you could comment on the HUI that is approaching levels seen in 1999. Last friday it hit 108 prior to bouncing to 114. The high in 2011 was 500 prior to the crash. What do you think the downside is in the mining shares when looking at this index? It seems to me like regardless of what where gold goes from here we are approaching an historic bottom in this index.
    Keep the articles coming, thanks
    Jul 26, 2015. 10:18 AM | Likes Like |Link to Comment