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Chancer

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Latest  |  Highest rated
  • Short-Term Pain Will Be Long-Term Gain For Offshore Drillers [View article]
    Yemen does not produce much oil. But if the Saudi oil fields appear to be at risk, that's a game changer.
    Mar 29, 2015. 08:10 AM | Likes Like |Link to Comment
  • SeaDrill: Plan Playing Out Provides Major Long-Term Catalyst [View article]
    Stone Fox:

    With all due respect, I think you make a good case for a SDRL turnaround.

    Thanks for article.
    Mar 28, 2015. 09:35 PM | 8 Likes Like |Link to Comment
  • REIT ETF/ETN Showdown: REM Vs. MORL [View article]
    James:

    Thanks for very informative article.

    I am on the side that thinks Fed rate increases are more likely to come "later than sooner." But whenever they do come, they will be very small and gradual.

    Although mREITs could get a little drop, I expect they will snap back and recover.
    I think for the long term we are in a good environment for mREITs. And many investors have been passing up very good yields for years, because they have been scared off by the so called "interest rate forecasting experts."
    Mar 28, 2015. 09:02 PM | 1 Like Like |Link to Comment
  • MMA Capital Management: NAV Suggests Shares Have 100-150% Upside [View article]
    I do not know who is running MMA now, but they have a negative history of dishonest management that was only exceeded by their competitor, Centerline, run by Steve Ross, who took that company from $22 to 22 cents- while making out, like the bandit that he is, for himself.
    Mar 28, 2015. 12:47 PM | Likes Like |Link to Comment
  • Benefiting From Mexico's Energy Reforms [View article]
    Marla:

    I will go out on a limb with a guess: KMI.

    I have suspected this since the Fall 2014 before the Kinder-Morgan consolidation was completed. It makes since that Kinder would want to get the consolidation done before venturing more into Mexico with necessity of dealing with more regulators like they had to deal with US and Canada.

    Mexico wants to blanket the country with pipelines form east to west and north to south.

    KMI has already revealed a few projects. But I suspect there is a big secret that Kinder plans more big time. Rich Kinder is not one to reveal the totality of his plans until he is ready and has all his ducks in a row. It makes sense that Mexico would deal with the largest and most successful US infrastructure energy company.
    Mar 28, 2015. 12:23 PM | Likes Like |Link to Comment
  • American Express Down 14% Year To Date, But We're Staying Long [View article]
    One thing AMEX could do to retain those affluent billionaires is to invest in the very best anti hacking technology that is superior to all the rest.

    AMEX also has access to cheap money (at .9%) with their online bank that they can lend ay credit card rates.
    Mar 28, 2015. 10:35 AM | Likes Like |Link to Comment
  • What Hecla Mining's Acquisitions Means For You [View article]
    bobzic:

    I agree with lower prices for HL around $2.
    Mar 28, 2015. 10:15 AM | Likes Like |Link to Comment
  • SanDisk: Buy On The Drop? [View article]
    Stock market correction anticipated.

    Not the time to be buying this type of weakness, as can probably buy cheaper in a couple of months.

    SNDK is one to watch
    Mar 28, 2015. 09:51 AM | Likes Like |Link to Comment
  • Linn Energy Is Going On The Offensive, Finally [View article]
    I would like my chair at the front of the boat, please.

    If I am going down, I want a great view.
    Mar 28, 2015. 12:08 AM | 3 Likes Like |Link to Comment
  • What If Ultra-Low Interest Rates Are Here To Stay? [View article]
    Ranjit:

    I have maintained my opinion that rates would stay down longer than all the expert pundits say- like 2020 or beyond.

    Those experts have been predicting higher rates for years. Raising rates is always the hottest topic.

    The sad thing is that most investors have been making investment decisions believing that higher rates are just around the next corner.
    Mar 27, 2015. 11:06 PM | Likes Like |Link to Comment
  • Here's The Hottest Sector For A Slowing Economy [View article]
    Gold is still in a down trend that will likely bottom about $800- maybe this year or maybe next year.

    But I would not buy gold or miners here.
    Mar 27, 2015. 10:08 PM | 1 Like Like |Link to Comment
  • What Hecla Mining's Acquisitions Means For You [View article]
    Christopher:

    I own both HL and RVM.

    The bad news: I am seriously underwater on both.

    The good news: I do not own that much of both.

    RVM was between a Rock (Creek) and hard place (Troy). This bails them out at 24% premium to $3.11 HL price. At least they got a premium at a bottom RVM deserved with the closed Troy mine. HL can bring Rock Creek to reality.

    I will hold for a bottom coming in both gold (like $800) and silver and then a recovery over long term; but that will take years. If HL becomes cheap enough like under $2, I might average down.

    I doubt that I will ever invest in another new individual mining stock, because the management of miners is generally much worse than the average company; although I might average down in those I already own. In the next recovery of gold, I will stick to the diversification of a gold mutual fund.

    What RiggedDC said above, I have experienced over and over again with gold/silver miners. Management waits until stock tanks to bottom. Then they sell at the bottom and throw the public shareholders under the bus. Sales at bottom are easy deals to make and the officers/directors make a bundle on the deal even if the price is cheap.

    Silvermex, Avion, Brigus, Sandstorm Metals, now Paramount. The only good gold/silver acquisition I ever had was New Gold for Western Goldfields at 1:1. New Gold at $2.36 is still my best gold stock.
    Mar 27, 2015. 05:29 PM | 2 Likes Like |Link to Comment
  • Kinder Morgan: The Cat Is Officially Out Of The Bag [View article]
    David:

    I agree with your analysis.

    But does this require any US approval, as Arthur said above?

    What does US have to do with pipeline in Canada?
    Mar 27, 2015. 08:58 AM | Likes Like |Link to Comment
  • Rising Competition Could Lower Nokia's Valuation By Up To 10% [View article]
    DWD:

    I looked on Trefis site for the stocks they track.

    One is Kinder Morgan Partners (KMP) with a current price of $102 and a target of $82.93.

    It seems that Trefis does not maintain their site very well.

    Deleting a stock that no longer trades since December does not require an MIT engineer.
    Mar 26, 2015. 04:25 PM | 1 Like Like |Link to Comment
  • Rising Competition Could Lower Nokia's Valuation By Up To 10% [View article]
    All other things being equal, it might be equal too- or not.
    Mar 26, 2015. 01:10 PM | Likes Like |Link to Comment
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