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jlmanfred

jlmanfred
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  • Jim Rogers Sees Gold Cross $2000; My Contrarian View on Silver [View article]
    Silver coins are very nice gifts as well. I often give them as a 'gratuity' and to grandchildren. If dollar really collapses silver coins will be accepted as payment for purchases.
    Oct 5 08:56 AM | 14 Likes Like |Link to Comment
  • 6 Criteria for Picking Great Stocks - And 6 Stocks That Make the Grade [View article]
    As one who looks at Zacks as another source of ideas for my own due diligence, I want to thank the author for the 'free' advice. You can't beat free plus your own review.
    Jan 24 11:56 AM | 9 Likes Like |Link to Comment
  • Don't Be Fooled by Bernanke's Psychological War on Gold and Silver [View article]
    History repeats itself. Empires come and go usually succumbing to various forms of corruption. U.S. will survive however at a greatly reduced standard of living. Most Americans will suffer primarily because we have been spoiled by the largesse of the rest of the world. Now it is the turn of those next in the line of evolution or revolution. These countries are decoupling from the US$$ and once complete we will have a major change politically, socially, economically, and even morally.
    Stay and fight or flee. Many in the past have courageously picked themselves up and moved to the next growth country at great sacrifice for new opportunities.
    Money (capital) has already moved to locations more appreciative of its value. Money always moves to where it is less taxed and regulated.
    Jan 5 09:26 AM | 9 Likes Like |Link to Comment
  • Responding to the Obama administration's decision to delay action on approving TransCanda's (TRP) Keystone oil pipeline until after the 2012 election, Canadian PM Harper reiterates the need for his country to focus on getting product to Asia. "That will be an important priority of our government going forward and I indicated that yesterday to the president of China." (the saga)  [View news story]
    This decision is understandable as we are in the Jackassian Period of US history. We have had the Jeffersonian Period, Jacksonian Period and now we have Obama. Explains the whole strategy... no governing just four years of campaigning.
    Nov 13 08:01 PM | 8 Likes Like |Link to Comment
  • Oil Will Drive Gold Prices Even Higher [View article]
    It seems the major integrated oil and gas companies get it with acquisition of natural gas properties and partnerships in natural gas. XOM a great prudent and strategic company has led this campaign.
    Feb 13 09:31 AM | 7 Likes Like |Link to Comment
  • Why Silver Belongs At 30 [View article]
    if silver is valued at 30 then gold should be 480. Gold is likely to go no lower than 1450 therefore silver at that point should be 90.
    Except for the manipulation in these commodities. At some point the manipulators will lose control.
    Oct 10 12:07 PM | 5 Likes Like |Link to Comment
  • Johnson & Johnson's Growth? Mainly in Recalls [View article]
    It is painful to watch a great company like J&J disintegrate before your very eyes. Weldon's interview with Maria B. was a less than convincing that management has a real handle on what has become a catastrophic. Where is the Board of Directors and governance??
    Feb 20 10:42 AM | 5 Likes Like |Link to Comment
  • The JPMorgan trade revealed a lot about the state of banking, Barry Ritholtz writes. It took only a few years for banks to get back to the kind of risky trades that crashed the system in 2008, derivatives remain “financial weapons of mass destruction," and these “hedges” are just speculation. Ritholtz: The U.S. must "reinstate Glass Steagall, and repeal the Commodity Futures Modernization Act."  [View news story]
    Where is Jon Corzine?
    May 13 09:13 AM | 4 Likes Like |Link to Comment
  • Johnson & Johnson Looks Promising on New Product Potential [View article]
    JNJ is a great company with very poor top management at this time.
    Apr 24 01:55 PM | 3 Likes Like |Link to Comment
  • Gold Gouged [View article]
    Gold and to a lesser degree Silver are insurance rather than an investment. Silver is broadly used commercially and gold mostly in jewelry. Best to hold some physical gold and silver just in case. The world is not coming to an end; it is just changing the socio-economic winners and losers so to speak. Dollar loses and Yuan plus a few other currencies win. US economic standard of living goes down and Asia, South America, India and Africa standard rises. A good thing for everyone in the long run. Most of it is self-inflicted by whom we place in government office who have been corrupted.
    Jan 28 09:57 AM | 3 Likes Like |Link to Comment
  • Will Verizon Demolish AT&T? It Did So Long Ago [View article]
    VOD owns 45% of VZ wireless and needs to begin paying VOD a return on its investment plus VZ's PE is 208 with EPS of $0.17 and Debt to Equity 140. There are better investments than VZ in telecom.
    Jan 11 02:20 PM | 3 Likes Like |Link to Comment
  • Who's to Blame for High Commodity Prices? It's the Producers, Stupid [View article]
    Thanks for a well thought out article. I tend to agree with Albertarocks and am also an optimist. The problem as I see it is structural on a global basis and therefore the solution with be global in nature. Growth and productivity has shifted, not surprisingly, to China, India, Chile, Brazil, and even hints of same in Russia. The U.S. unfortunately, although not necessarily, will have a declining standard of living due to lack of good leadership and policies. The U.S. is at a critical inflection point. There are ways to correct the U.S. situation, so in this sense I am optimistic that salvageable strategies are available. My basic very optimistic outlook is at the global level.
    Jan 9 10:45 AM | 3 Likes Like |Link to Comment
  • Why Solazyme's High-Oleic Oils Are Needed Now [View article]
    May be some competition from Synthetic Genomics and Craig Vetter?
    May 28 03:47 PM | 2 Likes Like |Link to Comment
  • Why The Price Of Gold Is Falling [View article]
    Interesting article by Paul Nathan and response to Kyle Spencer. Biggest concern IMHO is hyperinflation due to lack of credibility in US$. 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
  • 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
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