fran

Go Overweight Uranium and Fertilizer, Underweight Commodities and Base Metals - RBC

your position on the future[GE et al w/4th generation devices] may be true some time.
in the interim there are 430+[growing 10+ each year] in today's technology requiring fuel. demand exceeds supply, including the Russian recycled fuel. i believe today's investment may have legs.


On Jul 06 07:58 PM Mayascribe wrote:

> I'd hold up on buying any uranium until we find out exactly what
> Obama is doing over there in Russia. Yes, Pepsi and Caterpillar are
> in the forefront of the news. But, if nuke dissarming comes out of
> this, then there will be plenty of uranium, which, if GE has it's
> way, uranium won't be needed at all in about eight years, as they
> and a couple other giants have new fourth generation "prism" technology
> that will run on exsisting spent fuel rods--that, according to GE,
> there are already enough spent fuel rods to last a millenia!
>
> Love what you do, Mad Hedge, but on this one you have it dead wrong.
> Stay away from uranium.

Time to Buy China, Copper, the Canadian Dollar and Oil

my comment was not directed towards you.


On Mar 05 09:58 AM User 338595 wrote:

> the point i was trying to make is that people should look at the
> big picture. of course jim rogers made some bad calls, but he also
> made a lot of great one's too. to focus on one call is not fair.
> i don't know of any investor/trader who is always right. all i can
> say from personal trading is that i made money listening to jim rogers.
> more than i can say for anyone else i see on cnbc.

Time to Buy China, Copper, the Canadian Dollar and Oil

it is so nice to hear from someone who actually listens to what a person says and remembers sufficiently to summarise fact. congratulations.


On Mar 05 09:38 AM User 338595 wrote:

> I don't know what you have been watching, but I recall Jim Rogers
> telling people to short the us markets in Jan of 08, I recall him
> saying fannie/freddie will colapse, to sell the financials (well
> before bear/lehman collapse) and just a few months ago he said us
> treasuries are a bubble waiting to collapse..said to buy tbt.. at
> that time tbt was trading 36, today it's 48..he might not be acurate
> all the time but he's made some great calls too..and if china is
> down 75 % in 20 years i hate to see where the united states is headed
> !! oh wait that's right we are going to spend our way to recovery
> !!!

Time to Buy China, Copper, the Canadian Dollar and Oil

none of us know what or when rogers bought/sold chinese investments. all that might be known is what he says today concerning his actions. these seem to be heavilly skewed towards AGR, especially farmland in brazil/canada.


On Mar 05 09:20 AM material guy wrote:

> I've read Jim Rogers on and off since "Investment Biker" of 1994.
> His writing gives the impression of a blowhard with little intellectual
> depth. And while he made a great call on China early this decade,
> he appears to have walked into the current downturn totally oblivious.
> Give me Nicholas Taleb any day.
>
> As far as the next 20 years are concerned, if you lose 75% of your
> capital in six months (which people owning fertilizer stocks have
> done), you're going to need all of those years to make it back!<br/>

Time to Buy China, Copper, the Canadian Dollar and Oil

there is a difference between a tradeing partnership[USA/CAN] and an exporter[CAN/WORLD]. the analysis of both must be done to arrive at valid conclusions on CAN economic outlook. also, further fall in the USD/LOONIE, only delays the day of profit.


On Mar 05 08:24 AM IronMeteor wrote:

> The Loonie is a play on the US. Yes, its banks are fine, but who
> cares.
> Canada is a huge exporter, especially to the US. About 75% of GDP
> is exports. I have a hard time seeing Canada do well when its #1
> trade partner is facing such a horrendous downturn and world trade
> flows have collapsed.
>
> The Loonie is also at the edge of the cliff. I am staying clear here,
> because if we pass $1.30, it would hit $1.40 within a few weeks.
>
>
> Correct or not, the Loonie is a commodity currency and commodities
> aren't the place to be in a depression.
>

Time to Switch Out of Freeport-McMoRan

wrong web site given you=

thompsoncreekmetals.co...


On Dec 04 10:58 PM Marc Courtenay wrote:

> I'm impressed with the TC idea. Very nice balance sheet and cash
> flow statement. It would be helpful to know what their cash "burn
> rate" is and how their fourth quarter turns out. Thanks for suggesting
> it.

Time to Switch Out of Freeport-McMoRan

some further insight today's TC news release thompsoncreek.com

further reduced capex[2008- 2010] reaffirmed 2008, 2009 outlook. involked flexibility on 2009 production. gave current cash position+ credit line option. next earnings call should be early 2/09


On Dec 04 10:58 PM Marc Courtenay wrote:

> I'm impressed with the TC idea. Very nice balance sheet and cash
> flow statement. It would be helpful to know what their cash "burn
> rate" is and how their fourth quarter turns out. Thanks for suggesting
> it.

Time to Switch Out of Freeport-McMoRan

for moly, long term[and its utilization should only grow significantly], would you consider TC as pure play? its cash and debt levels together with flexibility in resouce options should hold it in the running for the future. any views on this?


On Dec 04 12:35 PM Marc Courtenay wrote:

> I'm grateful for you comments. After I sold FCX I decided to buy
> some shares of NYX at around $18.54. Today, the next day, last I
> checked they were at $20.76 and FCX was trading around $18. FCX will
> probably weather the storm and do fine in the long-term. Now, how
> about some comments about your best investment choices and favorite
> stocks? Which companies do you think are best poised to grow and
> thrive over the next 12 months? What lessons have you learned about
> investing in the stock market from your mistakes as well as your
> successes? Aren't we all trying to help one another improve our results?
> That's the beauty of a site like Seeking Alpha.

Investment Ideas for an Inflationary Environment

JLOUNSBURY59--

thank you. i had just read the two items by mr hansen in today's SA. i've added you both to "list".

your response to CHRIS B was also very constructive to anyone with doubts/questions about "what's up in this dilemma". to some, your initial objective [para. 1-this article] is a success.

Investment Ideas for an Inflationary Environment

thanks for this very concise summary of what is currently taking place in the world economy--filling a paper void with worthless paper, hopeing we can guess properly on the size of the amounts involved. why can't the various pundits/talking heads be so clear?[could they not really understand? keep the public confused?]

this is a global problem/action plan. beyond CRB, any other global indicators to watch?

The Honeymoon Is Over: Gauging the Market with an Obama Presidency

RIGHTINSANFRANSISCO--

INTRIGUEING MONIKER. your comments are sound and important points.


AUTHOR OF ARTICLE--

excessive bravado and "peach fuzz" showing.

"energy independnce" in this world/time is an OXYMORON. suggested reading-"gusher of lies" by robert bryce. 2008 publication, publicaffairsbooks.com