Old Trader's Comments Old Trader's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/56572/comments Cramer's 'Best Of Breed' Energy MLP Plays http://seekingalpha.com/article/1445471/comments?source=feed#comment-19048951 19048951 Mon, 20 May 2013 19:08:22 -0400 Why Portfolio Managers Will Never Beat Warren Buffett Or Berkshire, But Are Happy Trying http://seekingalpha.com/article/1401111/comments?source=feed#comment-18443691 18443691 Sat, 04 May 2013 13:21:14 -0400 Summary Of My Post-Employment Thoughts http://seekingalpha.com/article/1399211/comments?source=feed#comment-18443261 18443261
That was a useful link that you posted. I wonder if the results can be safely extrapolated nationally. ]]> Sat, 04 May 2013 12:58:02 -0400
That was a useful link that you posted. I wonder if the results can be safely extrapolated nationally. ]]> Shell (RDS.A) "is in much better shape than it was when he started," seems to be the general reaction to Peter Voser's retirement news. But not everyone is enamored with Voser's work, as Shell plans a $120B-$130B capex program for 2012-15, including $33B this year. Perhaps the most interesting part of the news is that Shell will consider external replacement candidates. http://seekingalpha.com/currents/post/994761?source=feed#comment-18377911 18377911 Thu, 02 May 2013 17:38:27 -0400 Why The Fed Doesn't Fear Inflation, But You Do http://seekingalpha.com/article/1381091/comments?source=feed#comment-18287411 18287411 Tue, 30 Apr 2013 17:04:08 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1380611/comments?source=feed#comment-18217721 18217721 Mon, 29 Apr 2013 08:43:43 -0400 S&P 500 Q1 Earnings Seem Positive: Is It Enough For More Gains? http://seekingalpha.com/article/1379191/comments?source=feed#comment-18198861 18198861 Sun, 28 Apr 2013 15:58:50 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1357701/comments?source=feed#comment-17925261 17925261
I can see the logic behind this change, but can't help wondering if the current administration won't use the 3% growth figure to "justify" current policy as being "successful". ]]> Mon, 22 Apr 2013 08:05:08 -0400
I can see the logic behind this change, but can't help wondering if the current administration won't use the 3% growth figure to "justify" current policy as being "successful". ]]> The 'Retire Young' Portfolio: Let's Introduce This Oil Company http://seekingalpha.com/article/1356331/comments?source=feed#comment-17910211 17910211
I'm curious as to how the author defines "a large margin", when he speaks of a goal of "beating the market", as his goal for the portfolio? ]]> Sun, 21 Apr 2013 18:18:54 -0400
I'm curious as to how the author defines "a large margin", when he speaks of a goal of "beating the market", as his goal for the portfolio? ]]> Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1346871/comments?source=feed#comment-17726931 17726931 Wed, 17 Apr 2013 08:08:12 -0400 Second Quarter 'Hiccup' On The Way http://seekingalpha.com/article/1338171/comments?source=feed#comment-17579991 17579991 Sat, 13 Apr 2013 11:36:02 -0400 A Bright Golden Haze http://seekingalpha.com/article/1337461/comments?source=feed#comment-17579701 17579701 Sat, 13 Apr 2013 11:23:33 -0400 Royal Dutch Shell (RDS.A +0.8%) is in talks with shareholders and the Czech government over the potential sale of its 16% stake in the largest refinery in the Czech Republic, local reports say. Shell's two partners in the refinery - Italy's Eni (E) and the Czech unit of Polish PKN Orlen - would have first option to purchase the stake. http://seekingalpha.com/currents/post/933531?source=feed#comment-17421601 17421601 Tue, 09 Apr 2013 17:54:28 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1320011/comments?source=feed#comment-17206221 17206221 Thu, 04 Apr 2013 09:04:24 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1311011/comments?source=feed#comment-17063491 17063491 Mon, 01 Apr 2013 09:05:15 -0400 Magellan Midstream Partners (MMP) says it has started storing crude in tanks at Crane, Tex., the origin point for the Longhorn pipeline, which it expects to start transporting crude by mid-April. The line, which had carried refined products, has been reversed to transport crude to Houston refineries and could help ease a glut of oil at the Cushing delivery hub and support local prices by opening the door to new buyers. http://seekingalpha.com/currents/post/909851?source=feed#comment-16842521 16842521 Tue, 26 Mar 2013 16:04:56 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1300261/comments?source=feed#comment-16819401 16819401 Tue, 26 Mar 2013 09:16:22 -0400 A Royal Dutch Shell (RDS.A, RDS.B) executive tasked with managing the company's controversial oil exploration program in the U.S. Arctic Ocean that failed to complete any wells in last year's drilling season will leave the company by "mutual consent" later this year. The personnel move is significant, as Shell has staked a lot on its Arctic exploration plans. http://seekingalpha.com/currents/post/905711?source=feed#comment-16673791 16673791 Fri, 22 Mar 2013 16:21:37 -0400 They Really Do Care About Cyprus http://seekingalpha.com/article/1291171/comments?source=feed#comment-16610221 16610221 Thu, 21 Mar 2013 13:15:54 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1288561/comments?source=feed#comment-16539461 16539461
Its my understanding that Cyprus already has a $3-$3.5B loan with Russia that it wishes to extend. Currently, the response is, "Nyet". Putin is NOT a happy camper.]]> Wed, 20 Mar 2013 09:25:26 -0400
Its my understanding that Cyprus already has a $3-$3.5B loan with Russia that it wishes to extend. Currently, the response is, "Nyet". Putin is NOT a happy camper.]]> Don't Get Too Excited About Cyprus http://seekingalpha.com/article/1283951/comments?source=feed#comment-16500661 16500661 Tue, 19 Mar 2013 12:50:53 -0400 Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1282181/comments?source=feed#comment-16431891 16431891 Mon, 18 Mar 2013 09:04:39 -0400 Statoil (STO -0.8%) may be getting cold feet on its plans to drill off Alaska in the wake of Shell’s problems in the area, and is ruling out output from the region in its North American production target. STO’s head of international exploration says the company is still assessing whether it will start Alaska drilling in 2015, at a later date or “if we won’t drill at all." http://seekingalpha.com/currents/post/877291?source=feed#comment-16098591 16098591
You're correct, I believe, in suggesting that my comment/observation is somewhat "transparent", but sometimes "a cigar IS just a cigar", *s*. To expand a bit, I wonder if what befell Shell's efforts didn't raise something of a "red flag" for STO? While no "angel", I don't believe that Shell has a reputation for being unduly reckless in their operations, yet the US certainly made no effort to ease their path. In fact, the argument could be made that the opposite happened.

I agree that Canada provides a somewhat interesting example. It seems that they embark on a "reasonable" course of action for an extended period of time, but then suddenly, do something "out of left field" (thinking of the "Halloween Massacre" anumber of years ago in the income trust sector as one example).]]> Sun, 10 Mar 2013 12:51:38 -0400
You're correct, I believe, in suggesting that my comment/observation is somewhat "transparent", but sometimes "a cigar IS just a cigar", *s*. To expand a bit, I wonder if what befell Shell's efforts didn't raise something of a "red flag" for STO? While no "angel", I don't believe that Shell has a reputation for being unduly reckless in their operations, yet the US certainly made no effort to ease their path. In fact, the argument could be made that the opposite happened.

I agree that Canada provides a somewhat interesting example. It seems that they embark on a "reasonable" course of action for an extended period of time, but then suddenly, do something "out of left field" (thinking of the "Halloween Massacre" anumber of years ago in the income trust sector as one example).]]> With companies looking to avoid paying taxes on their profits, 83 of the largest firms kept $1.46T overseas in 2012, up 14.4% from the previous year, Bloomberg calculates. GE (GE) again had the most with $108B held offshore, up from $102B in 2011; Pfizer was second with $73B, after which came Microsoft (MSFT), Merck (MRK), Johnson & Johnson (JNJ) and IBM (IBM). http://seekingalpha.com/currents/post/878491?source=feed#comment-16098071 16098071
If you don't like the outcome of the game, change the rulebook. (Meaning that its the regulators that are at fault, rather than the companies being complained about.) ]]> Sun, 10 Mar 2013 12:34:54 -0400
If you don't like the outcome of the game, change the rulebook. (Meaning that its the regulators that are at fault, rather than the companies being complained about.) ]]> Pembina Pipeline: Forget Keystone, Get Infrastructure Expansion With No Hassle http://seekingalpha.com/article/1255271/comments?source=feed#comment-16059581 16059581 Fri, 08 Mar 2013 19:45:28 -0500 Statoil (STO -0.8%) may be getting cold feet on its plans to drill off Alaska in the wake of Shell’s problems in the area, and is ruling out output from the region in its North American production target. STO’s head of international exploration says the company is still assessing whether it will start Alaska drilling in 2015, at a later date or “if we won’t drill at all." http://seekingalpha.com/currents/post/877291?source=feed#comment-16057651 16057651
Perhaps they're not comfortable with the environmental/political risk that seems to be in play in Alaskan waters?]]> Fri, 08 Mar 2013 18:47:24 -0500
Perhaps they're not comfortable with the environmental/political risk that seems to be in play in Alaskan waters?]]> Wall Street Breakfast: Must-Know News http://seekingalpha.com/article/1258621/comments?source=feed#comment-16025101 16025101 Fri, 08 Mar 2013 08:48:21 -0500 BP, which lost its first deal to drill for oil in Russia's Arctic to Exxon (XOM), tried to negotiate a new deal with Rosneft and was again beaten to the punch by XOM in winning access to the Arctic Laptev Sea fields, Reuters reports. BP thus has been left a bystander in the rush for Arctic deals, and all but five of 30 Arctic license areas held by Rosneft have been parceled out in ventures with other firms. http://seekingalpha.com/currents/post/865941?source=feed#comment-15857671 15857671
While I'll defer to your legal expertise (I have none, in particular), from looking at the daily chart, even $45 within a year would be an outstanding performance.]]> Tue, 05 Mar 2013 10:22:07 -0500
While I'll defer to your legal expertise (I have none, in particular), from looking at the daily chart, even $45 within a year would be an outstanding performance.]]> Stocks, Bonds, And A Suspension Of Disbelief http://seekingalpha.com/article/1242641/comments?source=feed#comment-15823301 15823301
I've run across more than a few comments similar to yours, suggesting that one would have to be a fool to be holding cash. I don't think ANYBODY's suggesting cash should be held for quarters and years at a stretch, but IF the S&P should slide downward by 10-15-20% over the next 6-8 months (that's not a market call on my part; just acknowledging the possibility), folks that were cash heavy would look pretty darn smart.]]> Mon, 04 Mar 2013 17:07:14 -0500
I've run across more than a few comments similar to yours, suggesting that one would have to be a fool to be holding cash. I don't think ANYBODY's suggesting cash should be held for quarters and years at a stretch, but IF the S&P should slide downward by 10-15-20% over the next 6-8 months (that's not a market call on my part; just acknowledging the possibility), folks that were cash heavy would look pretty darn smart.]]> BP, which lost its first deal to drill for oil in Russia's Arctic to Exxon (XOM), tried to negotiate a new deal with Rosneft and was again beaten to the punch by XOM in winning access to the Arctic Laptev Sea fields, Reuters reports. BP thus has been left a bystander in the rush for Arctic deals, and all but five of 30 Arctic license areas held by Rosneft have been parceled out in ventures with other firms. http://seekingalpha.com/currents/post/865941?source=feed#comment-15822931 15822931 Mon, 04 Mar 2013 16:59:45 -0500