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davidshelton

davidshelton
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  • Iron ore plunge hits Brazil [View news story]
    China funk coming home to roost? Is China going to be the 3rd spoke in the global wheel to have a crisis? (after US and EU had theirs?)
    Mar 10, 2014. 04:30 PM | 2 Likes Like |Link to Comment
  • The Next Melt-Up Emerges [View article]
    Hi Michael - I have followed and enjoyed your articles and a good few of your calls up to now(thanks!) but I find this one, one of your boldest yet. I have a feeling you might be early. Have you discounted the continual pain that further tapering will cause EMs as the hot money tide goes out and shows up those countries who aren't wearing any clothes.... Surely further pressure on EM currencies is a certainty thanks to further capital outflows which will only hurt EM economies further in the near term. The Fed has spoken - the rest of the world be damned they will taper.
    What are your thoughts(or anyone else's) on this?
    Feb 25, 2014. 05:24 PM | 1 Like Like |Link to Comment
  • Apple's Prognosis: Range-Bound [View article]
    I found it on the CBOE via my IB account. I notice volatility is at the lower end of the 3 year range. A good time to buy calls and not sell premium? A great time for a strangle?
    Feb 24, 2014. 12:24 PM | Likes Like |Link to Comment
  • Cameco Is A Solid Bet For The Likely Recovery In Uranium Prices [View article]
    @drone and @Michael Blair - FYI Helen Coldicutt is just an anti Nuclear M.D.with political aspirations but certainly no expert on Nuclear power. She seems to be good at crying wolf though about the dangers. http://bit.ly/1fNaety
    Arnie Gundersen of Fairewinds is a much more informed opponent of Nuclear power to listen to. He's a former Nuclear industry insider and former whistleblower. His website has been a great resource for me and a great counterweight to my pro-Nuclear line of thinking.
    Disclosure : Very Long CCJ.
    Feb 8, 2014. 10:58 PM | Likes Like |Link to Comment
  • Contagion spreads for emerging currencies [View news story]
    Does this remind anyone of the Asian crisis of the late 90's?
    Jan 24, 2014. 10:56 AM | 2 Likes Like |Link to Comment
  • Holiday Shopping Deal On Ram Power Shares [View article]
    I hope they get decent bids for the company! I might have to average down a bit more....
    Jan 24, 2014. 10:41 AM | 1 Like Like |Link to Comment
  • Holiday Shopping Deal On Ram Power Shares [View article]
    I like the idea of just selling SJT and then developing Casita. Maybe a company like Alterra(formerly Magma) could do it? The remediation seems to have concluded successfully but there's pressure on the share price. They seem optimistic that they'll get 59-63 MW in capacity though. I would love to see them get that binary unit in there before a sale of that project though!
    Jan 23, 2014. 01:02 PM | 1 Like Like |Link to Comment
  • Holiday Shopping Deal On Ram Power Shares [View article]
    Thanks for the comment. Good to know there's progress on the Geysers front.
    Jan 17, 2014. 10:46 AM | 1 Like Like |Link to Comment
  • Yen surges against dollar [View news story]
    Where to now usd.jpy? 100? 98(as per Morgan Stanley)?
    Jan 13, 2014. 11:54 AM | Likes Like |Link to Comment
  • Holiday Shopping Deal On Ram Power Shares [View article]
    Thanks for the article on Ram. Looks like the remediation has not been without issues http://bit.ly/192DgF2
    More time lost which Ram can ill afford at this point. Let's hope the company sale price is good for current stockholders if/when the white knight comes and scoops up this dog.
    Dec 20, 2013. 01:09 PM | 1 Like Like |Link to Comment
  • Treasurys back from brink after weak Philly Fed [View news story]
    Thanks. I assume you are talking about ZIRP? I'm not sure how that will help treasuries either. The question is where will be the new normal for interest rates and what that will do to the budget deficit and the consumer.....
    Nov 21, 2013. 10:46 AM | Likes Like |Link to Comment
  • Treasurys back from brink after weak Philly Fed [View news story]
    How can the fed taper and contain the treasury market? I believe they are trapped between a rock and a hard place but they are valiantly trying to prep the markets for this move. I see a disaster coming.....
    Anyone have any thoughts as to how they can possibly do this without a very reaction from the bond markets?
    Nov 21, 2013. 10:28 AM | Likes Like |Link to Comment
  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    So much for the 76 MW originally planned...... I can't see the company going for much more than a firesale at this point. Might be worth adding to my position just for that reason alone.....
    Does anyone know what would happen to the warrants outstanding in the event of a (low ball)takeover?
    Nov 21, 2013. 10:22 AM | Likes Like |Link to Comment
  • Portugal Telecom: Dividend Cut As Expected [View article]
    Any comments on the current share price and direction of the company. I'm surprised the stock is back down to 4.20 myself.....
    5.9% divvie and pe of 7. Value trap?
    Nov 19, 2013. 10:38 AM | Likes Like |Link to Comment
  • Dollar Bills On Sale For 15 Cents: Ram Power Corp. [View article]
    Thanks. I am still holding and waiting for things to turn.
    Nov 17, 2013. 02:34 PM | 2 Likes Like |Link to Comment
COMMENTS STATS
322 Comments
255 Likes