Seeking Alpha

PBTRG

PBTRG
Send Message
View as an RSS Feed
View PBTRG's Comments BY TICKER:
Latest  |  Highest rated
  • A strong showing for the left-wing NDP party in Canadian elections on Monday could send the loonie even higher. Should NDP gains lead to more government spending, the BoC might take it upon itself to cool growth ... loose fiscal policy combined with tight money is often a recipe for currency strength.  [View news story]
    Sometime when a left wing party get to power , they act like a conservative government.

    And Harper has gone like Obama , toe to toe on deficit & spending like a democrat/liberal government.

    Those colors in politix dont mean anything now !!
    Apr 28 05:51 PM | 1 Like Like |Link to Comment
  • The Politics of Natural Gas: How and Why to Invest [View article]
    Very interesting article.

    It is resuming what I am thinking about the future of NG.

    You all know that the future of fuel for cars/ trucks go by some sort of conversion to electricity based cumsumption. Maybe not totally/entirely on it , but a good part from it.

    What material is needed to produce more electricity !

    Doing like China & burn coal & have our local planet to look like a permanent deep Fog like Pekin , China !

    One of the alternative is to produce throught NG powered producing facility..... ans NECESSARALY need to extract/use more NG.

    Could you believe that NG gonna sell aroung $ 4.55 / per unit for ever. How about shares/price of NG`s producer like CHK/SWN/XOM .... !!

    Can we even imagine to see the price of NG go to $ 8- 10 within 3-5 years from now....... and maybe somewhere like .... $ 14- 17 / unit.

    Dont forget that price of oil was around $ 17/ barrel by somewhere 1983-86 and now we are sleeping on gas around $ 91/bll .

    Is that inflation had increased in 25 years by about 5 times !!
    Dont think so !!

    Personnally I believe that CHK is cheap around $ 30 ish , I will not be surprise to see that stock to be woth in the $ 70 by 2013-4...... and even at that price there will be wayszzupp !!

    Nicephore Phocas
    Montréal, Canada
    Feb 3 07:47 PM | 1 Like Like |Link to Comment
  • Canadian Housing: Another Debt-Fueled Bubble? [View article]

    I start to see that elastic is getting strecht to the max , interest rate has just have rumors of increasing around 1/1000 of % up , and we already see some households getting tight up & suffer severely.

    With this $ 200,000 parked away now , I espect to make a Kill of acquisition in end 2013 -mid 14 , when rates will be around 7 to 9 % !!

    Just going around the city & cherry pick everywhere !!

    My Patience will be strongly rewarded. Now , just simply renting & accumulate the $$$ to get a deep discount bargain !!
    Jan 4 08:52 PM | 1 Like Like |Link to Comment
  • BP Is Only Slightly Undervalued Even Under the Most Glorious Scenario [View article]

    I Give up with BP . Just Sell,sell,sell , anyway I had maid my chips with that play when bought it $ 29 nish !!
    Jan 4 08:44 PM | Likes Like |Link to Comment
  • 2011 Buy List: Locked and Sealed [View article]

    Of Course,

    Some peoples would not buy any cars , only to consider to move on
    '' Charettes a boeufs `` , or in XVIII century boggy !!

    Ford have a whole lot of choice in any cars , and specially this fabulous new FIESTA !!

    Bou Yah Ford !!
    Jan 4 08:38 PM | 2 Likes Like |Link to Comment
  • 2011 Buy List: Locked and Sealed [View article]
    ABT & F are good ones. Why not put AA in the buy list .

    Discard Jos A Bank which repetetive endlessly ads are putting me on my Nerves !! .
    I`ll nevernshow up in their stores ( if ever it would be possible for me !! ) just for the principle of those wastefull are anti-selling .

    It is like this peddler who want to sell me ( at first, an interesting product ) , he insist so aggressively , I dont bother to buy anymore.

    Advertisers who treat their custumers like potential IDIOTs , I just ban. Ban their products , ban their stock !!

    Nicephore Phocas,
    Montréal, Canada
    Jan 3 08:56 PM | 3 Likes Like |Link to Comment
  • Cramer's Mad Money - 10 Reasons to Be Bullish (10/7/10) [View article]
    WAGC,

    All analysts Kramer or else , I have to double check their recommendations. Honestly , 90 % of his recommendations , I dont go there. Some seems too pricy , others have fundammentals wrong
    , only a few seems interesting. The only recommendations I am in , its the ones I have been before he`d tell us to be like Ford or Citi

    But , I like his show, very interesting & educating.

    Actually he look so much like my old cummies professors of the college who teach me about to have ``Un sens critique `` .

    You are not in agreance of his stuff , but you can compare & analyse further & expand your reseach


    BOOYAH to everybody & Jim Cramer !!
    Oct 10 07:55 PM | Likes Like |Link to Comment
  • The government may miss its deadline to sell all its Citigroup (C -0.2%) shares by the end of the year; as a result, the Treasury may have to offer shares to the public from its 17% stake instead of selling small quantities of stock in the market, bankers and analysts say.  [View news story]

    All that TARP $ money spent & at risk to be lost from rescued fund
    salvaging the bank.

    MAYBE A SOLUTION.

    Why not the US federal government to seize all the beleaguered
    real estates asset and put it into an Interstate national corpoation .

    1. They will take those assets , renovate ( in the hope of reselling it back ) & make those properties valuables.

    In waiting of reselling those properties at the right price, they will
    just lease it ( to renters ) . it will solve the housing problem of
    middle class & give employment to americans ( to maintain the
    inventory )

    2. Then, when RE prices would be higher, they will sell them
    trying to recuperate the capital invested, maybe make a profit ( on
    some ) to overcome the loss from toxic assets.

    Maybe zhat look a kind of shocialist solution, but imagine you
    gonntta solve your real estates (RE) problem & substantially
    reducing your employment.

    Even if I am Canadian , I consider myself as Conservative , you you can tag me as a sort of REPUBLICAIN !!

    A republican with socialist ideas. Anything that can work to get out
    of this Hole !!

    Nicephore Phocas
    Montreal,Canada
    Sep 27 05:51 PM | Likes Like |Link to Comment
  • Research In Motion Goes All In... Again [View article]

    Yeah,

    Lookalike has reach the resistancein the bottom around $ 45 .

    I read their Fin. Statements & Q1 & 2 ...... fabulous !!

    Even if I listen to the bearrish side of market , a company like that, Having asia & ROW thrivinne up for them , having those resources $$$ , have momentum ,cash flow n o debt , being able to turn their back AOK ..... the worst I can figure to happens , is microsoft or Bigname somewhere to buy/merge with RIM...... at a price of $ 85-110/sh.

    Even to look in my portfolio , lookinne which stock who are dogs,
    It is good to see , one good day soon my RIM ......


    .............WILL BARK LOUD !!

    Nicephore Phocas,
    Montreal,Canada


    Sep 21 08:41 PM | 1 Like Like |Link to Comment
  • 5 Reasons Why Exxon Mobil Is a Buy [View article]
    Hi guys

    I dont know if you look on stocks recently, but nothing really moving !

    Mr Jim Bouyya Kramer would say there are 2 tendencies , the bears & the Bulls . Me I will say there is a third category:

    THE PENGUIN !!

    This emperor Penguin , it is all stock being together ( like thousands in the same spot ) fighting against the extreme cold of Antartic ! You see those stocks moving up & down .1% to .25 % per day , losinne some, makinne some ansd at the eend , being at the parking level..

    I think that our XOM is park somewhere in the crowd of parked PENGUINS .( around $ 61 )

    I dont know when they gonna migrate to another spot , but it getting kindda BORING to watch them !!

    Nicephore Phocas
    Montreal,Canada
    Sep 17 07:42 PM | Likes Like |Link to Comment
  • Canadian Housing: Another Debt-Fueled Bubble? [View article]

    I live in Montreal, Canada , I make somewhere between $ 65-80 k / year and I am considered too `` poor `` to buy a house ( individual ) !!

    When I see USA , I am jealous !! I would easyly buy anything decent between $150-195 K . Butv absolutely nothing available closeby home !!

    There is something wrong about the RE market in Canada !!


    Nicephore Phocas,
    Montreal,Canada
    Sep 9 07:07 PM | 2 Likes Like |Link to Comment
  • BP Is Only Slightly Undervalued Even Under the Most Glorious Scenario [View article]
    K Hackel & al are the bears.

    I am a believer in the stock and see it in the 50-60 $ by beg. 2011
    Sep 5 10:20 PM | 2 Likes Like |Link to Comment
  • Ford (F) August U.S. sales: -10.7% to 157,503 vehicles, vs. Edmunds expectations of -10.5%. Cars down 14%, utilities down 25.7%, but trucks up 5%. Top-selling F-Series truck +4.5%. Fusion -18.7%. (PR)  [View news story]
    BB

    What you know about taste . It is a nice looking car , somekind of a big Focus. A classic rep car for salespeoples.

    BOOO for the so call new GM that copy all competitors models with same kind of ackward look that stink to GM. It should go Chapter 7 ( full liquidation ) & dessapears !!

    Nicephore Phocas
    Montreal,Canada
    Sep 2 09:19 PM | Likes Like |Link to Comment
  • Bernanke Speaks, Markets Rise [View article]
    Zenith,

    Here in Canada , there is low unemployment ( it`s not seem to be a major problem ) peoples spent & go like their is no crisis aboard , RE market is insconciently going up , ( there is house ( not palaces !! ) that feltch $ 375 K to 1.4 ml ) , You cannot find anything decent below $ 200 K in Montreal Island. Personal income is not very much, House affordability is getting scare ( even considering low interest ) , It look SO MUCH like your scenario down of the frontiere.

    What it is scaring me the most , lookalike peoples ( & banks/Government official ) dont seem to worry about it. Even if mr Flaherty put new restriction trying to avoid a developing house bubble , it seem we are headling our faces direct to the wall !!

    Worst of that, we had seen you ( Americans ) doing this ( hitting the wall ) and we are in the process to do the same .

    We live in a relatively well going country for the moment, I hope that we are not to go in the same path of yours !!

    PBTRG
    Aug 31 11:42 AM | Likes Like |Link to Comment
  • Bernanke Speaks, Markets Rise [View article]
    Bernake yes or no !!

    Just an actor and his boss upstairs have their hands tied up with low life politics Tea party style !!

    The biggest problem is that SUPERLOW interest rates policy.

    Everything get wrongly evaluated. Use to be peoples with money putting their nest eggs into bank`s GIC`s @ 4-5 % , rental properties being valuated 5 1/2 to 8 time rental icome & stock being at P/E ( average ) 8-13 time. But with low rates , you can borrows more money & betting more on investments.

    In times , it create a RE bubble, It create also an overevaluation of stocks & personal & commercial prperties.

    Now , everybody had pledged their investments ( even me ) vs mortgages or debt associated with investment,, nobody really want to have REAL interest rate......... Because it is involving a massive
    develuation of investments ( Stocks,Bonds RE ( Real estate ) ).

    Do you imagine the political cost of such policy !! Getting things back to normal !! In some parts of the world , it is call , social unrest or REVOLUTION.
    No,No,No , our little politicians (Bush,bama,Harper,sark... poutine,merkel ) dont want that !!

    So , they have pump up the economy with public money & low subsidized interest rates. Everybody are trying to optimize their overpayment of investmnt vehicles.
    Dont get me wrong, I am not in the side of the bear , I am myself participant into it too !!

    But the whole set up look bad and it make me to be on my guard
    and trusting nobody in terms of so called expertise !!

    PBTRG alias Nicephore Phocas
    Montreal,Canada
    Aug 30 02:45 PM | 1 Like Like |Link to Comment
COMMENTS STATS
30 Comments
23 Likes