Richie

61 Comments

    • Inflation Expectations for the Next 10 Years [view article]
      It must be great to have the guts to think that ANY ten year projection you make/support about ANYTHING can actually have merit. Feb 04 03:14 PM
    • Analysts See Dow Rising Sharply in 2008 [view article]
      You said it! What the hell do analysts know. I'm one, and I know that in my business the situation you have is the blind leading the blind --- and praying. Jan 08 01:25 PM
    • Oil & Gas Industry Leaders, Investment Opportunities [view article]
      You failed to mention a company that is virtually the only one of its kind. It provides deep water drilling and searches in remote and harsh locations for Big Oil. The easy oil has all been found - now for the sources that are more difficult to find and access. Only one company can do this - Oceaneering International - OII Dec 11 04:10 PM
    • Adding to ShengdaTech [view article]
      I agree --- If SDTH lives up to its announced earnings growth rate, it is in fact a steal. Nov 07 02:18 PM
    • Interpreting the Fed's 'Neutral Bias': Short Big Oil, Buy Defensive Staples [view article]
      Yasou Markos,

      What does it mean to the price of oil when the XOMs and CVXs of the world just cannot produce as much oil as we are consuming? Several times now, the anticipated build just evaporated.

      If housing woes spread (and you aren't smart enough to say unequivocally that that cannot happen) isn't it almost certain we will need more funds cuts?

      I think the FED wanted to say that in December, if it is a close call, they MAY NOT cut. This was said to keep froth levels in the market down in the event that they don't see a need to cut. ie., They don't want to see a 500+ point down day, so they are giving investors fair warning. But let's face it, this FED (as is true of most), is truly deficient in its projections. They have no more idea of how the economy will look in six weeks than you or I. So any projection they make really has no merit. In fact, if things are strong enough so that a reduction in rates is unnecessary, next month, why go into defensive mode? Emerging economies will continue to prosper and oils and minerals and all commodities will continue to command big prices --- no?       Nov 01 01:08 PM
    • Agrium Set For Explosive Growth [view article]
      Those of you that thinks this stock is a bargain are the same folks that said internet stocks were cheap in 2000-2001 based on foreward earnings. Oct 31 01:33 PM
    • Agrium Set For Explosive Growth [view article]
      This stock is bargain Priced????? What are you smoking, buddy?????

      Ave 10 yr PE: 12X
      Currently Trading at 5.5X Book Value
      Currently at 25X Cash Flow
      Current PE: 53X
      5 yr Sales Growth: 15%
      Net Margins: 3.4%
      Debt/Equity Ratio: .55
      Average ROE, ROA, ROC: 6% - 8%
      Current Multiple of Book Value: 5X
      10 Year Ave. Price/Sales ratio: .9


      Oct 30 04:07 PM
    • China Agritech: Ready For All-Time Highs [view article]
      In your calculation of "08 earnings, did you consider the issuance last summer of 5.5 million additional shares at the panic price of $2.70/sh? Oct 26 05:39 PM
    • Hot China Stocks: A Bubble to Avoid [view article]
      Most of the stocks you mention should not be referred to as Chinese stocks as they are not listed on any Chinese exchange. They are really US companies doing business in China but listed (mainly) on our BB or on our NASDAQ market(s). Oct 09 02:59 PM
    • Natural Gas: Naturally not Participating [view article]
      I'm long XTO and CHK. Both are acting well today. But I don't understand why. There is no significant change in the outlook for Nat Gas prices other than the "hope" that we have a cold winter. So, unfortunately, I believe that recent strength in Nat Gas's price is probably just seasonal and unsustainable.

      I know that vis-a-vis crude, it seems very underpriced and unloved, but that doesn't seem to impress anyone else. No one says buy it because as oil goes, so goes Nat Gas.

      Hopefully, in the fullness of time, something will jog the price trend of Nat Gas so it will generate a long term escalation in the associated stock prices of the drillers/producers --- but I'm hard pressed to think of what such a catalyst might be.       Oct 09 02:49 PM
    • Homes No Longer Affordable To the Average American [view article]
      RIGHT ON, BRO!!! Sep 26 11:24 AM
    • Hercules Offshore: Getting to Know a Hero [view article]
      As to your last point ($100 - $150 oil), the US will certainly enter a sustained recession (especially given our other current problems). If we go into recession, the rest of the world will as well, as we are the world's buyer of last resort. Demand for all commodities from all countries will diminish. Oil, gold, copper, zinc etc. will drop dramatically in price. That will also discourage the ag sector and the production of ag sources of energy.

      Today, this country is not in a position to live with oil at over $100. It won't happen, because we cannot afford to allow it to happen.       Sep 26 10:02 AM
    • Hercules Offshore: Getting to Know a Hero [view article]
      !) Hero hasn't been above its 50 DMA (other than for one day last week) many weeks.

      2) Hero's not a multinational, eventhough they offer their services all over the world --- so their revenues and profits are recorded in the dollar, which you correctly observe is in a state of collapse.

      3) Much of the drilling by HERO is for Nat Gas. The markets perceive (rightly or wrongly) that we have a glut of Gas so Hero's rigs, boats and services will continue to operate at only about 70% of capacity --- well below the levels of a year ago.

      I own a ton of HERO shares. I hope that there are other, stronger reasons to own it than those you have proposed. ie, The idea that oil will trade at a sustained price of $100 -$150 per barrel is off the wall. At that price, the economies of the world will be so far into recession (depression) that demand will totally collapse and so will the price!

      Sep 25 11:22 AM
    • Is the US Printing Money Like Mad? [view article]
      Our Fed dropped calculations of M3 when it began to become an embarrasment. IE, even with explosive growth in M3 in recent years, our economy is basically stagnant. Is inflation right around the corner? Just ask either Greenspan or Bernanke. As we all know, both are very worried.

      (Like the former Soviet Union), when the numbers didn't show what the Fed wanted them to, they just stopped calculating them or if they did calculate them, they never released the result. What ever happened to M3 --- it just disappeared.

      This reasoning also explains why the Fed looks at "Core" inflation numbers and disregards the "Headline" number. How could the Fed say we have inflation under control with 6% - 10% real total inflation???       Sep 18 01:28 PM
    • Forecasts Show Crude Prices Falling Steadily [view article]
      ". . . below we highlight the average commodity analyst price forecast for Q3 '07, Q1 '08 and Q4 '08."

      Who the hell are the "average commodity analysts" you refer to? Can I be one? I read a book on oil futures once!!!       Sep 13 02:33 PM
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