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MDG1600

MDG1600
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  • Strategy To Tactics: Pilgrim's Pride And Income Statements 101 [View article]
    Excellent article for my needs. I rely on others (independent analysts usually) to generate investment ideas but I feel it is important for me to develop the skills required to be able to do my own follow up research and see if I can independently verify that an investment does indeed look acceptable and to understand where the danger areas might be. This will go in my "education" binder - thank you
    Nov 3 10:36 AM | Likes Like |Link to Comment
  • Inflation Is Killing My Retirement: How I'm Dealing With It, Part 3 [View article]
    George,

    Here is an apt quote regarding your optimism that America finds a way:

    "You can always count on Americans to do the right thing - after they've tried everything else."

    Winston Churchill
    Sep 22 09:31 PM | 5 Likes Like |Link to Comment
  • Tag Oil: Cheapest Valuations Since 2009 [View article]
    Welcome to investing in oil and gas. By nature, management has to be optimistic in order to undertake the high risk endeavor of oil and gas exploration. The problem is that sometimes this optimism becomes excessive and the result is the company underperforms the expectations it created. Management quickly becomes viewed by analysts and experienced investors as untrustworthy and this appears to be where TAG is at. TAG may be undervalued today but poor management can destroy value in a hurry so for I for one will not be taking the risk.
    Sep 16 12:19 PM | Likes Like |Link to Comment
  • Our View Of CAD/USD Is Bullish [View article]
    I would like to hedge my US$ stocks - any advice on the most cost effective way to place a bullish bet on the CAD$ vs. US$ ? Thanks
    Aug 25 11:05 AM | Likes Like |Link to Comment
  • When To Add To An Existing Dividend Growth Holding That Has Been Advancing [View article]
    I remember when I first started investing I bought Apple for $90 (before the split), sold it for $140 and thought I was a genius the whole time it was running its' way up to $700. I now buy a lot of small cap stocks and I can tell 3 or 4 stories where I made 30, 40, 50% return only to watch the stock double or triple after I sold. Talk about snatching defeat from the Jaws of Victory. I try real hard now to ignore the allure of cashing in the quick capital gain and learn how to determine fair value. I also use F.A.S.T. graphs and it is helpful in that regard.
    Aug 4 09:57 PM | 2 Likes Like |Link to Comment
  • An Overview Of The Global LNG Market And Future Outlook [View article]
    Well Done.
    If we could just get some of the senior officials in the British Columbia government to read this they might appreciate that their get rich quick scheme off of LNG export projects isn't going to be so easy...
    Apr 26 12:15 PM | 1 Like Like |Link to Comment
  • Parex Resources - Plenty Of Catalysts Coupled With Higher Crude Prices Offer 60%+ More Upside [View article]
    As a long time holder of Parex stock I am already sitting on some nice gains. Nice to see this article and the Fair Value estimate as it adds some reasoned arguments to the decision I will have to make about when to sell. Thank You
    Apr 5 01:12 PM | 1 Like Like |Link to Comment
  • Corruption Scandal Creates A Buying Opportunity For CNOOC [View article]
    In addition to the ADR, CNOOC trades on the Toronto exchange as "CNU". I am Canadian and considering a purchase. I am weighing the advantages of buying the ADR vs. the TSE listings. Liquidity is better on ADR and it shows a dividend while the TSE listing appears not to pay a dividend. Tax situation may be better with the TSE listing but I am speculating on this. Google searches to get info on why their is no dividend for the TSE listing and to find out more on tax situation are not bearing fruit. Any fellow Canadians out there with answers to these questions?
    Mar 28 05:19 PM | Likes Like |Link to Comment
  • Retirement Strategy: When Should We Sell Stocks From Our Portfolio? [View article]
    I get that you are trying to keep it simple, but to blindly purchase an equal number of shares in each company regardless of price makes no sense to me. A portfolio can be better diversified by apportioning the $ and not the shares. If someone can't figure out how to allocate the dollars equally they probably should have their money in a professionally managed mutual fund.
    Mar 5 10:04 AM | 1 Like Like |Link to Comment
  • What 9 Hedge Books Are Hinting To Investors About Natural Gas [View article]
    Hedging behaviour by producers in 2014 also speaks to their individual financial health and production costs. They may hedge at prices that, while low, at least are going to help ensure that they can meet financial obligations or cover production costs. It may not be reflecting where they feel prices are going. That would be hedging and not speculating.
    May 25 12:35 PM | 1 Like Like |Link to Comment
  • Brookfield Infrastructure Partners: A Global Infrastructure Play [View article]
    Thanks for sharing this info DM - I like your approach to it.
    Feb 13 08:04 PM | Likes Like |Link to Comment
  • Brookfield Infrastructure Partners: A Global Infrastructure Play [View article]
    Thanks for this piece - I have been long BIP for a couple of years and given the strong gains have been wondering if it is getting overvalued. One Question: You say "BIP management has stated that it expects to grow the distribution at 3-7% per year. With a 4.41% distribution yield per year, that provides for roughly 7.4-11.4% total returns, assuming a constant yield." Does this mean that you are using managements expected dividend growth rate as a proxy for the expected growth in the underlying stock price?
    Feb 13 09:49 AM | Likes Like |Link to Comment
  • Top Ten History [View instapost]
    "Buffett's last three year performance is so lousy that he should be ashamed and should not show his handsome face in public."

    Seems a bit harsh.

    1) According to Morningstar BRK.B outperformed S&P500 in 2010 and 2012YTD
    2) Historically Berkshire has had lots of down years vs. the indexes. Not sure Buffett loses any sleep over this since he invests for a marathon not a sprint.
    3) Trying to invest over $100 billion dollars and beat the market is a whole different ball game. Small Cap money doublers that can make an individual investors portfolio soar don't even put a dent in Berkshire.
    4) Berkshire has crushed the indexes over a 40+ year period - people can get lucky for 2 or 3 years - not 40! What more do you want the man to do?

    I have no position in Berkshire Hathaway.
    Dec 22 03:12 PM | Likes Like |Link to Comment
  • The Shift From Stocks to Bonds Continues [View article]
    Whatever happened to common sense asset allocation based on an individual investors life stage and circumstances?

    For many investors under 50 I think allocating all of their portfolio to bonds would be a terrible choice. Similarly, retirement age investors being allocated 100% to equities would also be a terrible choice.

    By the way, most people do not consider Warren Buffett a "sucker".
    Aug 24 11:10 AM | 2 Likes Like |Link to Comment
  • What the U.S. / Canadian Gas Price Spread Means to Your Energy Portfolio [View article]
    This article implies that the wet gas is price is 2X the dry gas price (65% crude oil vs 28%). This is very misleading. Wet gas is simply gas that has a high liquids content relative to typical pipeline spec gas. The "liquids" components of wet gas (ethane, propane, butane...) may be worth 2X the methane but they make up a small percentage of the overall gas stream. The value add for wet gas is likely less than 10%.
    Jul 19 11:00 AM | Likes Like |Link to Comment
COMMENTS STATS
15 Comments
13 Likes