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jlmanfred

jlmanfred
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  • FX Traders, Beware Of Changing Rules [View article]
    Thanks for the article ... well written and useful. Any thoughts on the Yuan?
    Jun 29 11:32 AM | 1 Like Like |Link to Comment
  • First Phase Of Correction Over, Dollar To Recover [View article]
    Thanks for the article. What do you see as the long-term trend for the Chinese Yuan? Thanks.
    Jun 9 09:35 AM | Likes Like |Link to Comment
  • China The Impressive: A Personal View [View article]
    Nothing like a personal first-hand view of China, Thanks for the article. As an aside, do you have any thoughts on the value and direction of the yuan? Will it stay linked to the US$ or float?
    Thanks!
    May 28 10:22 AM | 1 Like Like |Link to Comment
  • Utilities: How Much Longer Can They Power Up [View article]
    Thanks for your realistic article. Any thoughts on foreign utilities: Europe and the BRICS?
    Apr 12 09:52 AM | 1 Like Like |Link to Comment
  • Caterpillar Will Show Even More Losses Due To The Global Slowdown [View article]
    Some of CAT sales that were expected in the 1st Qtr 2013 may have been pushed forward in the 4th quarter 2012 due to tax and or price increases by vendors and customers. Long-term macro growth will continue for CAT and there is an excellent buying opportunity IMHO on dips in stock price. Population growth and emerging markets will be building infrastructure for decades. I have a small allocation of CAT shares and will buy more on dips in the $80 to $86 range.
    Mar 21 06:14 PM | 1 Like Like |Link to Comment
  • ExxonMobil (XOM) says its $600M foray into creating motor fuels from algae may not succeed for at least another 25 years because of technical hurdles. Scientists have not yet been able to develop a strain of algae that reproduces quickly enough and behaves in a manner that would produce enough raw material to supply a refinery. [View news story]
    Solazyme seems to be having some scale up success with oils and other chemicals.
    Mar 8 05:36 PM | Likes Like |Link to Comment
  • A big hurdle could be cleared for the Keystone XL pipeline (TRP) as the State Department may release as early as today its draft environmental assessment of the project, reports The Globe and Mail. It will reportedly say the pipeline represents no more environmental threat than any other mode of transportation. [View news story]
    Re: Environmentalists see
    news.investors.com/ibd... … #IBDEditorials via @IBDinvestors
    Mar 2 01:03 PM | Likes Like |Link to Comment
  • Why The Price Of Gold Is Falling [View article]
    Interesting article by Paul Nathan and response to Kyle Spencer. Biggest concern IMHO is hyperinflation due to lack of credibility in US$. We are world reserve currency and that may well end in the next 5 - 10 years. We already see the petrodollar under threat with the yuan in parts of the world. Some countries are paying for oil with gold, yuan or bartering. US foreign and domestic policy in disarray and demonstrating a lack of confidence to our allies and to the joy of our non-allies. Uncertainty and potential for chaos undermines confidence and credibility. The only positive IMO is the potential for US energy independence.
    Mar 2 11:37 AM | 2 Likes Like |Link to Comment
  • Analyzing Coca-Cola's Debt And Risk [View article]
    KO brand among best in the world and current fair value per share IMO is $35 or less.
    Dec 4 12:28 PM | 1 Like Like |Link to Comment
  • Wal-Mart Strike Reminds Us What Time It Is [View article]
    The problem is not Wal-Mart but rather government intervention, regulation, decreasing capital development and investment, devaluing the dollar, etc. Wal-Mart has enhanced purchasing power of all those who shop at Wal-Mart stores. So while the government agencies destroy the dollar, private enterprise is doing everything possible to preserve as best it can that purchasing power. Free enterprise, innovation, development of capital investment all enhance prosperity and create new jobs. All types of education enhance the type of work individuals are capable of performing. And so it goes! If individuals do not like the work or compensation they are free to move on or create their own enterprise.
    Oct 10 11:23 AM | 1 Like Like |Link to Comment
  • Enbridge (ENB +1%) shares edge higher after CEO Al Monaco visits Jim Cramer on CNBC. Monaco says ENB has ~$18B worth of secured projects in the pipeline which would account for 10% growth, and the addition of incremental projects would allow it to easily reach its 12% growth goal. Cramer says he's still a fan of the stock following its Analyst Day update[View news story]
    Trailing PE is 49 and if debt is subtracted from future earnings then ENB is overvalued IMHO
    Oct 5 09:58 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Comments above speak of Carter, Reagan, Bush and Obama - each president has real problems to address. The mass media has its favorites and covers for some more than others. Either way the American citizens are the losers one way or another. Often Clinton gets a pass .. here are some thoughts on Clinton's presidency:
    Bill Clinton Record Not as Good as Stated

    Remember - Clinton's record is not good. He caused lots of problems for Americans and future presidents to deal with, see below:

    Clinton approved the Economic Development Act that started the problem of allowing Americans to purchase houses they could not afford and pressured banks by democrats especially Barney Frank, Chris Dodd to make loans.

    Fannie Mae and Freddie Mac were allowed to guarantee home loans through the support of democrats in congress especially Barney Frank and Chris Dodd. By the way, George Bush who gets the blame for this tried numerous times to get congress to reverse the Fannie Mae and Freddie Mac to cease and desist. Democrats refused to cooperate with Bush.

    Clinton repealed Glass-Steagall Act allowing banks to diversify business interests, take greater risks, and combined with the Economic Development Act caused many of the current fiscal problems.

    Clinton period helped weaken the US dollar through the auspices Alan Greenspan at the Federal Reserve that printed excess dollars and added to liquidity but did nothing for solvency.

    The Dotcom bubble climaxed out March 10, 2000 once again encouraged by the printing of US dollars by the Federal Reserve.

    Clinton did not leave a surplus if you dig into the details. It was a deficit of -0.1% that is not bad but not a surplus. Bush deficit by the way was -3.2% and Obama is -8.2% as of 2012.

    Clinton set up many of the problems that Bush inherited plus Bush period had to deal with 9/11 terror attacks in the US and corresponding National Security. Bush had to deal with the Fannie & Freddie problem created by democrats with assist from republicans. And remember, Clinton did not deal effectively with terrorist attacks on the World Trade Center, the Cole and Embassies. Clinton had several opportunities handed to him to deal with Osama bin Laden and declined to do so. The result was the 911 attacks. These all became President Bush’s problems.

    Remember that Clinton was impeached, lost his license to practice law, accused of rape and assault, a womanizer, lied to a grand jury and this is the spokesman for Obama, welcomed at the DNC Convention as keynote speaker to introduce Obama and on the campaign trail for Obama/Biden.

    Why would decent people accept this record of poor performance, unethical and immoral behavior other than the US press covers for the Clinton’s.
    Sep 29 10:54 AM | 2 Likes Like |Link to Comment
  • The Case For Investing In South Africa (Part II) [View article]
    Any thoughts about Sasol (SSL) in RSA? Walmart presence in RSA? Thanks.
    Sep 28 09:22 AM | Likes Like |Link to Comment
  • Exxon Mobil Will Pop On New Drilling In Russia [View article]
    Excellent article thank you. I would note that the third paragraph from the bottom you state: "Exxon has cleverly manipulated the Russian bureaucracy" but I think its called "negotiated" rather than manipulated.
    Sep 22 09:47 AM | 1 Like Like |Link to Comment
  • BP's Lawsuit Weighs On Its Stock [View article]
    BP is a British company based in London. Obama does care for the United Kingdom so extra punishment is in order.
    Sep 17 05:13 PM | Likes Like |Link to Comment
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