Seeking Alpha

marpy

marpy
Send Message
View as an RSS Feed
View marpy's Comments BY TICKER:
Latest  |  Highest rated
  • Greece faces take-it-or-leave-it offer? [View news story]
    Regardless of how it ends, it is more important that it ends as then all can move forward. If Greece leaves, so be it as it will be Greece that pays a far greater price than the rest.
    Jun 3, 2015. 07:34 AM | 2 Likes Like |Link to Comment
  • Has Cenovus Energy Finally Bottomed Out? [View article]
    A very long article to say that Cenovus's stock price will likely follow the price of oil. The same can be said about most oil companies.
    Jun 2, 2015. 06:14 PM | 4 Likes Like |Link to Comment
  • Alaska - Less Than 10 Years Of Oil [View article]
    Article mentions TRP as having pipelines in Alaska. My understanding is that TRP has little in the way of pipelines inn Alaska. They do have a proposal to build a natural gas pipeline from the north slope and as well have pipelines in Northern Alberta , BC and the North West territories that service growing oil and gas developments in those areas. They have very little currently in Alaska.
    Jun 1, 2015. 12:44 PM | Likes Like |Link to Comment
  • Euro skids on Greek debt worries [View news story]
    Any way the situation goes, it will be a "no loose" situations for the markets outside of Greece. Markets do not like uncertainty and the Greek uncertainty is what is dragging on the Markets. If they reach a deal, that uncertainty will be gone for at least a while and the markets will be happy. If Greece leaves the Euro, the rest of Europe is far better prepared than a few years ago and will then be able to move forward and again, the uncertainty will be gone. Yes we may initially get a negative reaction but that will be short lived and then the markets will move forward. The big looser will of course be Greece as everyone will be looking to still get paid and no one will be willing to give them any money. The international monetary fund will bail them out but the restrictions placed on Greece will be a lot tougher than what they are now facing.

    JMO
    Jun 1, 2015. 10:29 AM | Likes Like |Link to Comment
  • Why ArcelorMittal Came Back To India's Steel Sector With SAIL [View article]
    MT is also very focused on what they call their "franchise business". This is a focus on providing value added specialty steels to large user like automotive. This is how they have entered China and it looks like this is who they are looking at entering India. MT by far spends the most of any steel company on research and development which allows them to develop steel that is specifically tailored to certain sectors for which they can charge more. It is in my opinion an excellent strategy that puts them ahead off and separates them from the competition. Long MT
    Jun 1, 2015. 09:51 AM | Likes Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    Bring it on!!! I want one of these cars!!!!
    May 31, 2015. 02:31 PM | Likes Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    No different than what happens now in a howling blizzard as drivers pull over and roads become un passable.
    May 31, 2015. 02:20 PM | Likes Like |Link to Comment
  • How Uber's Autonomous Cars Will Reshape The Economy By 2025 [View article]
    The important part is:
    "They will also solve large portions of our environmental problems, prevent deaths, save millions of hours with increased productivity, and create entire new industries"

    As for killing jobs - I think it will be the other way around as for every job it kills, many more will be created. This is not unprecedented and similar technical leaps have occurred through out history starting with the invention of the wheel and including the invention of the airplane and the invention of the automobile itself. In each case it increased prosperity and employment/ commerce etc way more than any negative impact.
    May 31, 2015. 02:18 PM | Likes Like |Link to Comment
  • Bank Of Montreal: Domestic Banking Remains Challenged, Capital Markets A Key Driver [View article]
    "Avoid the name due to its Canadian exposure. Prefer TD and RY." The two you mention have the biggest Canadian exposure. Canadian banks as a rule tend to move up and down together unless one of them is in the dog house like CIMC was a number of years ago.
    May 30, 2015. 08:37 PM | 2 Likes Like |Link to Comment
  • On the hour [View news story]
    Maybe traders do not want to go into the weekend holding in lite of the Greek situation. I say its time to tell them to pay their bills or leave!! Lets get this over with so everyone can move on!!!!
    May 29, 2015. 11:37 AM | Likes Like |Link to Comment
  • Mongolia to issue $1B in bonds to help ease cash shortfall [View news story]
    Looks like the GOM is looking for more suckers here. They have a way to go before they prove anything as they have been known to change their tune soon after they get some money raised. I would not touch this issue with a 10 foot pole.
    May 29, 2015. 09:12 AM | Likes Like |Link to Comment
  • European shares fall amid Greek concerns [View news story]
    The underlining message to Greece is quite clear - Shape up or ship out!!!!
    May 28, 2015. 08:03 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: China's Stock Market Takes Plunge [View article]
    Bean counters usually can not see much passed the beans they are counting - short term gain for long term pain about sums it up when bean counting is not tempered by all the other factors that come into play. Many of them intangible and thus uncomprehendible to many bean counter.
    May 28, 2015. 07:58 AM | 8 Likes Like |Link to Comment
  • Is It Time To Short Encana? [View article]
    These money managers tend to go public when their bets don't seem to be working out to well. I would be very careful with shorting ECA as they have done a lot of work to reposition their portfolio and lower costs and will be a big beneficiary of any LNG terminals in BC.

    JMO
    May 26, 2015. 02:19 PM | 2 Likes Like |Link to Comment
  • Rio Tinto to raise up to $6B for Oyu Tolgoi mine expansion [View news story]
    Anyone with any interest in Mongolia is watching this project. It is the canary in the coal mine as far as foriegn investment in Mongolia is concerned. The GOM has spent the last few years making a total mess of their economy and chasing foriegn investors away.Now that the Mongolian economy has been driven to the brink, it looks like they are reluctantly realizing that they have to change their ways and honor their signed contracts and work with foriegn investors. Time will tell if this holds and many are watching what happens with Rio Tinto closely.
    May 26, 2015. 01:43 PM | Likes Like |Link to Comment
COMMENTS STATS
1,197 Comments
2,443 Likes