NOWHEREMAN

The Gold to Oil Ratio Does Matter

Instead of Buy, Buy Gold? You should be singing Bye, Bye Gold.

LOL

When Russia Invaded Georgia, The USD rose against all currencies including GOLD.

Could Gold Be 2009's 'Trade of the Year?'

Smarty_Pants: Am in total agreement with your entire comment.

Double-Digit Dividends: Linn Energy, Dow Chemicals, 40|86 Strategic Income Fund

Hey P: You pump cde which I also like. NXG has a PE of 9.0, CDE has a PE of 30.67

Iraq Production, Conservation Could Keep Oil Price in Check for Years

Do the Opec cuts in production mean anything to you?
They are cutting output. They are leaving the oil in the ground. IT IS not coming out. Cut means less Production.

So why don't you put all of your smarts together and explain to the poor simpleton how Oil which is no longer coming out of the ground is depleted?

The IEA report issued in Nov.,2008, was forecasting for a period of 25 years. 2006-2030 and projecting demand increases of 1.6% a year at the time. The current projections call for a decline in demand for 2009.

The same report, "the worldwide decline rate for existing production is 6.7% increasing to 8.6% in 2030".

Existing production. Go to Kingsfield site for the report.

Denison Mines: Surges for No Apparent Reason

DNN under $2, sures sounds like speculative stock. No earnings.

NXG, speculative also, at .90 has a pe of 9.0.

Pamela Aden: Ready for a Rebound?

Gold will drop with the dollar's rise. My Opinion you have yours.

"since they rarely make mistakes, I would follow their lead but not if the Dollar goes up..." my specific words.

PA on the USD: "The dollars' strenght has been crisis related.

PA on gold above:"...so its always going to be the currency in time of need when the dollar is not doing so well." She goes on to say that she thinks the dollar will go down.

So if you believe in the Aden Sisters and PA' views specifically, be advised that if the dollar goes up GOLD will Not do well.

Meanwhile, the discussion was about NXG about which I responded but did not introduce.

Week in Review: New Year of Fits and Starts Likely

"fill up while you". You used that line 3 months ago, you will use it again in 3 months.

Come on Pinelli, what's your forecast for 2009 or will you wait till its over.?

What degree did you receive your Bachelor of Arts in?
Did you start investing in 1979 or in 1968?

You have stated that your Profession is in the investment world, are you certified? Its not in your profile? Don't remember that do you? One of hundreds of missives, most very pretentious.

Accounting? Do you happen to have a degree in accounting? Operating earnings allow for dividend payments, cash flow only denotes the excess of cash revenues over the cash outlays in a given period of time.

Canadian Royalty Trust according to their Charters must pay dividends that are at least 50% of their Earnings, not their Cash Flow.

This is 2009, will Linn Energy continue to hedge expected production for the following year, that which is not already hedged for 2010 as management has acted in the past?

If they do, according to your outlook for oil, they will be losing money in 2010.

Gaza War: Expect a Spike in Oil, Gold

Kelly Lieberman: sorry about misspelling your name. Hope you don't take it personally but an apology is all I can offer.

Relmor: disinformation is one thing, outright lies are another. IMO

Iraq Production, Conservation Could Keep Oil Price in Check for Years

Good Article Jim.

The estimates provided by the IEA where based on a period of time prior to 2006. Included in their 25 year projections, was one very important assumption.

This was that the oil fields would be fully operational. This is not the case now as decreases in demand are prompting production reductions.

If it remains in the ground, the depletion rate decreases.

The old projection is no longer valid. But this is common sense applied to a 25 year projection which was bound to be incorrect just because of the longevity involved.

Realsit: "and production rates can't fall off at existing wells". What if they already have, big time considering the big reduction in refinery utilization.

I am not saying that oil depletion has stopped, all I'm saying is that it has slowed and will continue to slow as economies worldwide continue to slow. The demand side continues to decline.

IMHO

Double-Digit Dividends: Linn Energy, Dow Chemicals, 40|86 Strategic Income Fund

Typical GP response, instead of lucid explanation, its wacka mole time.

Market Ace: when you look at the 10k s of these structures, you will find there is a big difference between operating earnings and the amount paid from these earnings than what is shown in the quotes on Yahoo Finance, MSN Money and MarketWatches' Big Charts.

All of them have negative earnings, MSN does give you an Expected forward PE for LINE...8.8.

You will get similar readings down the line. It is an accounting nightmare, but TurboTax should be able to help you out.

Will We Have a Good 2009? Not If History Is Any Guide

nmelendz: a tech boom, in what kind of Technology?

If Alt. Energy, fully agree.

Pamela Aden: Ready for a Rebound?

Aden Sisters are a good act to follow but they blew Gold entirely in 2007 when they issued a warning that it would go down. They are not infallible.

Since they rarely make mistakes, I would follow their lead but not if the USD goes up, only when it drops again.

NXG has an annual output of 400,000 oz. of gold, their reserves are being expanded, the Auction Rate problem reamed expansionary projects but cash flow will allow for survival until the Auction Rate principal is reacquired.

States are still settling on this issue with the underwriters.

Gaza War: Expect a Spike in Oil, Gold

Kathy: excerpts from comments made on July 4th,2008.

If there is a dollar rally I expect it to move from 73 to 80.(boy was I off then, but new figures make for new projections)

....longer term 40-50 is foreseeable.

I was a big time Bull on oil and gold in June, July, even Aug. of last year. Do not believe what you are told by someone else. My posts are there for all to see.

Times change, I saw the chart patterns change but since 90% of my portfolio was in the Canroys and I was playing with the house's money on them, I was willing to ride it out.

I will not stupidly distrust my charts again.

Gaza War: Expect a Spike in Oil, Gold

De Graaf: I said gold rose a few percentage points while the Dollar rose to multiyear highs. The Yen rose against the dollar. I suggest you use common sense. Do your own research. Dollar beginning and close of 2008, ditto gold and the Yen.

Figures Don't lie. Reality VS projections, I'll take reality.

Kathy: I'll be holding Gold, oil, silver, various long ETFs and ETNs.

I just do not consider the deleveraging process to be over, so I expect the dollar to rise to at least 92, possibly Parity. Given that this is my belief, I don't see a reason to change my holdings.

I have a Dollar stop loss, 78 from where we are. I am not risking a lot.

The scenario you paint is a Gimme. What you say WILL occur, eventually. I projected a USD drop to 40, months ago. That is my ultimate target. I will find that comment for you if you so desire.

We agree on direction, we disagree on timing.

IMHO

Where Will Oil End 2009?

As long as oil usage remains below production, the trend is for low oil prices. Therefore, oil prices will remain low but should stabilize when equilibrium is reached.

The real question then is have the World's economies stopped contracting? I posit that conditions continue to worsen.

I also believe that $40 oil will eventually be $80 then $160 then who knows. Timing then is the issue.

I've held my CanRoys for 6 years, and will hold them until they are either bought out or become full fledged corporations with tremendous assets. Get paid while you wait. The world will recover. Timing is not an issue when the payouts will last at least 2 more years.

I Expect oil will be much, much higher by 2011. Get paid while you wait even if it takes another 18 months to double.

IMO