ritr54's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/69394/comments http://seekingalpha.com/article/120600-chinese-raw-materials-companies-stay-on-the-acquisition-trail?source=feed#comment-390703 390703 Mon, 16 Feb 2009 13:23:39 -0500 http://seekingalpha.com/article/120673-why-does-the-cibc-slam-silver?source=feed#comment-390663 390663 Mon, 16 Feb 2009 13:01:18 -0500 http://seekingalpha.com/article/120185-cramer-s-lightning-round-prudential-not-so-prudent-2-11-09?source=feed#comment-387313 387313 Fri, 13 Feb 2009 12:07:47 -0500 http://seekingalpha.com/article/116252-gold-will-shine-in-2009-part-ii?source=feed#comment-365612 365612 When gold starts exhibiting momentum as inevitably it will, money will be coming out of treasuries which will be losing value as interest rates go up due to inflation and... blah blah blah!]]> Sun, 25 Jan 2009 12:04:48 -0500 When gold starts exhibiting momentum as inevitably it will, money will be coming out of treasuries which will be losing value as interest rates go up due to inflation and... blah blah blah!]]> http://seekingalpha.com/article/112100-gold-not-an-effective-hedge-against-inflation?source=feed#comment-337641 337641 Wed, 24 Dec 2008 12:48:37 -0500 http://seekingalpha.com/article/110458-big-mining-is-in-big-trouble?source=feed#comment-329343 329343

On Dec 12 05:45 PM jegan ;-) wrote:

> And then there's Lundin Mining (LMC) which has dropped from a high
> of $14 a share to under a buck and can now be found standing under
> a lamppost swing a purse trying to sell itself to any drunken sailor.
>
>
> jegan]]> Sun, 14 Dec 2008 17:19:37 -0500

On Dec 12 05:45 PM jegan ;-) wrote:

> And then there's Lundin Mining (LMC) which has dropped from a high
> of $14 a share to under a buck and can now be found standing under
> a lamppost swing a purse trying to sell itself to any drunken sailor.
>
>
> jegan]]> http://seekingalpha.com/article/110249-confused-about-warrants-using-goldcorp-to-explain?source=feed#comment-326302 326302 Thu, 11 Dec 2008 10:18:46 -0500 http://seekingalpha.com/article/109406-freeport-mcmoran-dead-money-until-copper-prices-recover?source=feed#comment-321895 321895 LMC)who is their partner in Tenke; also NXG is a steal at these price levels with their low cost reserves in copper and gold!!]]> Fri, 05 Dec 2008 13:46:40 -0500 LMC)who is their partner in Tenke; also NXG is a steal at these price levels with their low cost reserves in copper and gold!!]]> http://seekingalpha.com/article/108424-lundin-mining-unearthing-big-gains-from-the-commodity-supercycle?source=feed#comment-317555 317555 Sun, 30 Nov 2008 12:01:32 -0500 http://seekingalpha.com/article/106729-surprising-call-for-return-to-the-gold-standard?source=feed#comment-310058 310058

On Nov 19 08:25 AM Black Rain wrote:

> My theory is our current mess is GREED! It appears to me that risk
> has been mis-aligned with senior executive compensation. There is
> simply too much incentive to drive corporate earnings at any cost.
>
>
> Most compensation is in the form of stock options. When you are a
> CEO you only care about driving the earnings of your company during
> your tenure. There is no long-term consequences to taking outsized
> risks -- all of the risk lies with the shareholders if you put the
> company on a path to destruction that will play out years down the
> road.
>
> When you retire, the guy behind you (next CEO) has to take even bigger
> risks in order to keep driving earnings upward at an increasing pace
> to make HIS stock options pay off. Rinse and repeat as you go through
> multiple CEO's and you have a perfect recipe for overleveraging your
> balance sheet and taking unwarranted risks to drive as much short
> term earnings as you can.
>
> I think this is what caused Alan Greenspan to question his belief
> in the system. His view of the system was that companies would have
> a motivated interest in their own survival that would prevent them
> from doing the absurdly stupid. But how can that be when you are
> going to increase top CEO compensation from the normal $5M - $10M
> to $10s or 100s of millions for a few extra nickels and dimes of
> earnings today? The only way to achieve this would be to increase
> the risk your company is taking . . .]]> Wed, 19 Nov 2008 13:27:56 -0500

On Nov 19 08:25 AM Black Rain wrote:

> My theory is our current mess is GREED! It appears to me that risk
> has been mis-aligned with senior executive compensation. There is
> simply too much incentive to drive corporate earnings at any cost.
>
>
> Most compensation is in the form of stock options. When you are a
> CEO you only care about driving the earnings of your company during
> your tenure. There is no long-term consequences to taking outsized
> risks -- all of the risk lies with the shareholders if you put the
> company on a path to destruction that will play out years down the
> road.
>
> When you retire, the guy behind you (next CEO) has to take even bigger
> risks in order to keep driving earnings upward at an increasing pace
> to make HIS stock options pay off. Rinse and repeat as you go through
> multiple CEO's and you have a perfect recipe for overleveraging your
> balance sheet and taking unwarranted risks to drive as much short
> term earnings as you can.
>
> I think this is what caused Alan Greenspan to question his belief
> in the system. His view of the system was that companies would have
> a motivated interest in their own survival that would prevent them
> from doing the absurdly stupid. But how can that be when you are
> going to increase top CEO compensation from the normal $5M - $10M
> to $10s or 100s of millions for a few extra nickels and dimes of
> earnings today? The only way to achieve this would be to increase
> the risk your company is taking . . .]]> http://seekingalpha.com/article/106173-credit-markets-and-the-price-of-gold?source=feed#comment-308056 308056 Mon, 17 Nov 2008 13:04:38 -0500 http://seekingalpha.com/article/105795-cramer-s-lightning-round-ceasefire-on-northrop-grumman-11-12-08?source=feed#comment-306212 306212 Fri, 14 Nov 2008 12:59:22 -0500 http://seekingalpha.com/article/105024-don-t-let-bulk-shippers-sink-your-portfolio-for-now?source=feed#comment-302090 302090

On Nov 10 05:10 AM antwillant wrote:

> An article like this might have been worth reading several months
> ago when stock prices were still high. In other words, its a bit
> late and using only hindsight as a measure of the value of the industry.
> As usual.]]> Mon, 10 Nov 2008 12:55:49 -0500

On Nov 10 05:10 AM antwillant wrote:

> An article like this might have been worth reading several months
> ago when stock prices were still high. In other words, its a bit
> late and using only hindsight as a measure of the value of the industry.
> As usual.]]> http://seekingalpha.com/article/103463-ubs-lowers-gold-expectations-again?source=feed#comment-296397 296397 Sun, 02 Nov 2008 12:37:21 -0500 http://seekingalpha.com/article/102110-gold-miners-amazingly-cheap?source=feed#comment-292591 292591 Tue, 28 Oct 2008 13:16:33 -0400 http://seekingalpha.com/article/100402-opportunity-knox-distressed-gold-miners-present-good-entry-point?source=feed#comment-285217 285217 Sat, 18 Oct 2008 12:39:26 -0400 http://seekingalpha.com/article/98694-is-china-bak-battery-more-attractive-after-warren-buffett-s-investment-in-byd?source=feed#comment-276116 276116 Tue, 07 Oct 2008 16:14:11 -0400 http://seekingalpha.com/article/94566-dryshippers-a-buy-or-a-sell?source=feed#comment-249742 249742 Tue, 09 Sep 2008 16:51:14 -0400 http://seekingalpha.com/article/94072-pimco-s-bill-gross-jim-cramer-is-courageous-and-entertaining?source=feed#comment-246345 246345 Fri, 05 Sep 2008 12:34:37 -0400 http://seekingalpha.com/article/85231-the-great-american-sellout-cramer-s-stop-trading-7-15-08?source=feed#comment-207911 207911 Thu, 17 Jul 2008 13:20:16 -0400 http://seekingalpha.com/article/83508-is-lundin-mining-misunderstood?source=feed#comment-197192 197192 ZINC) as a value play?]]> Wed, 02 Jul 2008 10:41:14 -0400 ZINC) as a value play?]]> http://seekingalpha.com/article/82813-solution-to-the-global-petroleum-crisis?source=feed#comment-193432 193432 Thu, 26 Jun 2008 12:43:05 -0400 http://seekingalpha.com/article/82302-will-gold-break-out?source=feed#comment-190938 190938 Mon, 23 Jun 2008 11:47:37 -0400 http://seekingalpha.com/article/82135-jim-kingsdale-selling-sqm-and-bullish-on-dryships?source=feed#comment-189782 189782 Sat, 21 Jun 2008 13:49:26 -0400 http://seekingalpha.com/article/80981-eagle-navios-china-cosco-welcome-to-the-bulk-shipping-boom?source=feed#comment-185040 185040 Fri, 13 Jun 2008 12:24:10 -0400 http://seekingalpha.com/article/80654-good-time-to-buy-a-little-shipping?source=feed#comment-182548 182548 Tue, 10 Jun 2008 11:22:21 -0400 http://seekingalpha.com/article/77176-zinc-prices-up-as-large-part-of-chinese-production-shut-in?source=feed#comment-167316 167316 ZINC) popped yesterday. Thanx]]> Wed, 14 May 2008 08:39:00 -0400 ZINC) popped yesterday. Thanx]]> http://seekingalpha.com/article/75826-why-i-m-re-establishing-my-gold-position?source=feed#comment-163426 163426 Wed, 07 May 2008 11:45:44 -0400 http://seekingalpha.com/article/72475-the-7-golden-rules-of-picking-a-gold-stock?source=feed#comment-151699 151699 Wed, 16 Apr 2008 12:27:35 -0400 http://seekingalpha.com/article/72077-bullish-on-all-metals?source=feed#comment-149748 149748 Sun, 13 Apr 2008 10:25:31 -0400