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  • Update: DXP Enterprises Q3 Results Miss On Sales But Organic Growth Continues  [View article]
    So you saw the company worth $80 a share and two months later its 1/2 of that

    my question is do you see it a good buy at this level ? Or the $20 long term support a more likely level.
    Jan 21, 2015. 12:51 AM | Likes Like |Link to Comment
  • The Next Stock I Would Build A Retirement Portfolio Upon At Any Age  [View article]
    Reduce tax+inflation from rate of return and you dont have much for the risk taken.

    Then pay your final taxes most of the gains will be gone

    So good in theory but it won't make you that much better in the future might as well you spend the money now becouse it won't keep up with all the printing that is coming in one form or another.
    Jan 17, 2015. 03:54 AM | 1 Like Like |Link to Comment
  • BakkenUpdate: Rex Energy Blows By Q1 Analyst Estimates On Its Way To $30/Share  [View article]
    So I was right back then when I posted the title should read
    "Buy REXX at $30 then sell close to $3" when you've had enough...
    time to buy USO and sell covered calls for a 10% downside protection and with possible upside of 30% gains if things moderate for crude anytime between now and 2016.

    moderate crude something close to $60
    Jan 13, 2015. 04:11 PM | Likes Like |Link to Comment
  • Credit Suisse: Gold to be in deficit by 2016; AEM, EGO are top picks  [View news story]

    Reduce the time spent reading gold bugs promoting silver products having 20% premium over silver spot as good investment.

    Just to clarify you have the holiday season, Indian demand at this time of the year is usually higher than average so normal to see demand pick up, but does it change anything
    long-term ? NO.probably the Chinese celibrate something too and may buy silver or gold

    Iam sure you didnt mean it but never wish someone to lose his money specialty at this time of the year.

    Nov 26, 2014. 07:39 PM | Likes Like |Link to Comment
  • Credit Suisse: Gold to be in deficit by 2016; AEM, EGO are top picks  [View news story]
    Why I have to be short, If I don't like being long ...its not anymore about supply and demand its either you think central banks will fail or they dont , I happen to believe central banks will never lose this game and it can goon for years and to outlive everyone( history is a good clue)

    precious metals prices will always be depressed and prices go down when you really need to raise money say when there is a buying opertunities in other asset classes in addition to premiums paid when buying, hard to sell without discount, storage, and other costs.

    It doesn't pay interest, its going down and loss of principal what more do you want to call it a wealth destroyer for the majority of people.Take emotions away and think about it as an investment.
    Nov 26, 2014. 07:30 PM | Likes Like |Link to Comment
  • Diamond Offshore Drilling: New Fleet Analysis As Of November 19 And Commentary  [View article]
    Last table you have two zeros to be changed to 7s to make the total correct.

    Nice work
    Nov 26, 2014. 02:01 AM | Likes Like |Link to Comment
  • What It Really Costs To Mine Gold: The Yamana Gold Third Quarter Edition  [View article]
    Why not GG with a reasonable divy, market leader, and good liquidity if you trade options for additional income once or twice a year.
    Nov 26, 2014. 01:46 AM | Likes Like |Link to Comment
  • What It Really Costs To Mine Gold: The Yamana Gold Third Quarter Edition  [View article]
    Nice work

    One needs to do analysis using more liekly assumptions such as:

    lower energy costs and its effect on companies from this sector
    another 10-15% drop in gold spot,
    20% drop in silver for next year and year after
    10% drop in copper and any other metals

    for a better picture of how the sector will peform in the future, instead of looking at past performance.
    Nov 25, 2014. 03:20 AM | 1 Like Like |Link to Comment
  • Credit Suisse: Gold to be in deficit by 2016; AEM, EGO are top picks  [View news story]
    Gold the wealth destroyer will go down more when you have deflationary pressure on the global economy, and when you have rising interest rates both possible scenarios for 2015 and later.
    Gold bulls spreading love is not enough to keep the price at this level
    More likely $800 for the next 30 years
    Nov 25, 2014. 02:47 AM | Likes Like |Link to Comment
  • To Understand The Oil Price Drop, One May Wish To Look At The Term Structure  [View article]
    nice charts, great technical terms used in the article and love the title

    I finished reading but I don't know what I read,

    better luck next time
    Nov 15, 2014. 08:00 PM | 2 Likes Like |Link to Comment
  • Is The Fed Targeting Another Bubble In Stocks?  [View article]
    I asked this question on my blog and I ask here

    "Does it make sense trillions of US debt to be paid with sound money that is a strong dollar that can buy more commodities and land?."

    anyone like to respond to this question please
    Nov 14, 2014. 06:42 PM | Likes Like |Link to Comment
  • The One Sector You Must Own Today (Part I)  [View article]
    thought I see a list of retailers, grocery, Walmart, something related to the holiday season, airlines doing well from low energy prices.... why pick energy related as a must have in a portfolio.

    surprise, surprise energy sector ...the one sector you should stay away from

    trend is clearly down until opec decides end of month are they going to pump more to counter lower prices (more likely)or cut supply and we see a short term bounce(possible) but trend is not reversing anytime soon.
    Nov 14, 2014. 03:23 AM | 10 Likes Like |Link to Comment
  • McDonald's Obsession With Starbucks  [View article]
    Good article... something missing from the analysis OBESITY and consumers probably changing habits ...maybe the company is facing something similar to another giant coke consumers in masses are simply reducing consumption.

    Fundamental issues facing the company's core business selling fast food and this cant be resolved with cosmetics such as changing furniture and how stores can look.

    Selling coffee or tea can reduce pain but does not resolve things fundamentally.
    Nov 13, 2014. 11:18 PM | 2 Likes Like |Link to Comment
  • Is The Fed Targeting Another Bubble In Stocks?  [View article]
    its too late now we are all addicted to the zero rate policy.

    much more difficult to solve the problem now by raising rates and destabilizing everything... the next guy will solve it..then the next guy will come and say why me ...I am leaving this mess to someone else...
    Nov 13, 2014. 07:27 PM | 2 Likes Like |Link to Comment
  • There Are Strange Things Happening With The Gold Held At The Gold ETFs  [View article]
    Central Banks are ^^strategic thinkers^^ too they will find a way to force the Chinese to sell their gold if not today maybe tomorrow, just like others before them who said we will hold on to our gold forever. It doesn't work ....
    Nov 13, 2014. 04:02 PM | Likes Like |Link to Comment