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marpy

marpy
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  • Wall Street Breakfast: Must-Know News [View article]
    The problem is that everything seems to be a sacred cow for Obama. If he wants Obamacare then maybe he has to give on something else. Yes the republicans may be influenced by the tea party wing but don't forget that the Lefties and Greens are a big influence in the Democratic camp. End result is that Ideology trumps common sense.
    Oct 3 09:51 AM | 3 Likes Like |Link to Comment
  • Reuters to cut 5% of editorial staff [View news story]
    Smith was sent there to restructure and restructuring he is. This IMO should be a plus for the bottom line as they focus on whats making the most money.
    Oct 2 12:53 PM | Likes Like |Link to Comment
  • Mongolia confident of resolving Oyu Tolgoi disputes by year-end [View news story]
    Unfortunately, dealing with the GOM can be like dealing with Bozo the clown. Fortunately Rio Tinto has a lot of experience at dealing with governments in developing countries and will IMO get this sorted out.
    Oct 2 08:52 AM | 1 Like Like |Link to Comment
  • Mongolia confident of resolving Oyu Tolgoi disputes by year-end [View news story]
    Talk is cheap and investors and Rio Tinto have been fooled by the GOM many times in the past. What will be needed here is some real action on the part of the GOM to show that they can be trusted to honor the pieces of paper that they sign and the agreements they make.
    Oct 1 02:30 PM | 1 Like Like |Link to Comment
  • Harper "won't take no for an answer" from U.S. on Keystone [View news story]
    The article in the link below is a dose of reality for anyone that does not think that Canada will build a pipeline to the West Coast now that the politics is out of the way.
    http://bit.ly/16EFcEQ
    Oct 1 11:14 AM | 1 Like Like |Link to Comment
  • Harper "won't take no for an answer" from U.S. on Keystone [View news story]
    Not true - the only new line that has any real amount of opposition is the one crossing BC (Canada's traditional tree hugger province). The other proposals do not have that much opposition. And even so in the last election in BC the NDP (the traditionaly greener party) lost to the Liberals (the more middle of the road party). All expansions and reversals should go ahead as planned as the federal and almost all provincial governments support them.
    Sep 27 09:25 AM | 1 Like Like |Link to Comment
  • Harper "won't take no for an answer" from U.S. on Keystone [View news story]
    As well as the TransMountain expansion mentioned above Enbrige is also looking at reversing its line 9 to get western oil to Montreal and Transcanada is looking at converting some of its natural gas lines running east to oil (1.1 million barrels per day). So we have well over 2 million barrels a day going east or west just by reworking existing pipelines. On top of this you have the new proposed pipelines which are working their way through the regulatory process. What keystone would bring America is jobs, royalties, taxes and improved energy security. If America does not want this, then the Chinese and other will enjoy the benefits.
    Sep 27 08:42 AM | Likes Like |Link to Comment
  • Harper "won't take no for an answer" from U.S. on Keystone [View news story]
    Canada has a leader with "balls" who calls it like it is. Unfortunately Obama does not have much when it comes to "balls" and will just keep getting steered by the greens!
    Sep 26 07:46 PM | 4 Likes Like |Link to Comment
  • RBC: Keystone XL failure would delay but not stop Canada oil sands growth [View news story]
    One way or another the oil will get to market. America is looking a gift horse in the mouth by not approving keystone as when a line gets built either east or west then they will have to compete for the oil rather than being the only game in town.
    Sep 26 09:29 AM | Likes Like |Link to Comment
  • Natural Gas Producers Could Soon Be Victims Of Their Own Success [View article]
    "Industrial demand is further on the horizon but will also be significant" - WRONG = Industrial demand is leading as companies have been relocating plants and building new plants in America for a while now to take advantage of low gas prices and these are coming on line. So much for the rest of your article!
    Sep 25 02:44 PM | 1 Like Like |Link to Comment
  • World Energy Council: Canada beats U.S. in sustainable energy [View news story]
    Maybe Obama needs to spend more time looking in his back yard rather than picking on Keystone and America's neighbor!
    Sep 25 02:37 PM | Likes Like |Link to Comment
  • Encana investors eye dividend cut amid revamp [View news story]
    Subtract one like from your comment Poor - I reacted to soon. Just look at what happens to most stocks that cut the dividend - they drop. Maybe not 60% but they sure do drop.
    As Encana's plans are to rationalize operations, sell assets, and become more efficient (all things that will increase profit and cash flow substantially) and as well since we are in a slowly improving natural gas market it makes no sense for them to cut the dividend .
    Even their losses have not been real losses as they amounted to mostly right downs on the value of assets due to low gas prices. So perhaps rather than believing what a few clown analysts are saying, maybe you can explain why you think it makes any sense for them to cut the dividend and tank the share price. ( I will be a buyer if they do).
    Sep 25 02:33 PM | Likes Like |Link to Comment
  • Encana investors eye dividend cut amid revamp [View news story]
    Yup it will cause the stock to tank and if Suttle and the board think they are feeling some heat now, it will get a lot hotter when the large funds and holders get even more pissed.
    Sep 25 02:24 PM | 1 Like Like |Link to Comment
  • Encana investors eye dividend cut amid revamp [View news story]
    Note that you have some idiot investment bankers telling them to cut the dividend. they are also largely repeating a lot of what Suttle has publicly stated. I would disagree with what this article says as many investors are not looking for Encana to cut its dividend and I would also question it making any sense at all! Based on their current plans and assuming the price of natural gas has seen its darkest days It actually makes no sense at all for them to cut the dividend. If they are going to be selling surplus assets, rationalizing programs and cutting costs, this should mean plenty of increased cash flow to meet the needs of their programs as well as continue to pay the dividend. From what I see, it makes no sense for the long suffering shareholders of this company to also suffer a dividend cut.
    Sep 25 02:22 PM | 2 Likes Like |Link to Comment
  • Underweighting Energy: Good Decision? [View article]
    Well you call as you see it and people got to respect you for that. The other side of the coin is the huge growth in energy requirements in China and the emerging markets on top of the global recovery you mention. Also electric cars and hybrids have a long way to go if they can become mainstream at all. Natural gas also can not be produced economically at current prices unless you focus on sweet spots and so the price will eventually have to go up. Even a lot of the tight oil and shale oil requires around $80 per barrel to break even and so you do have a bottom on oil prices after which production starts to drop off.
    My opinion amounts to - the world needs energy and the price has to be lucrative enough for companies to produce it. (temporary price drops as with natural gas will only be just that (temporary) until a long lasting viable alternative is available. JMO
    Sep 23 05:10 PM | 3 Likes Like |Link to Comment
COMMENTS STATS
691 Comments
1,135 Likes