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anthonymaw

anthonymaw
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  • Suncor Energy's 3.5% Dividend Yield [View article]
    Russia supposedly depends heavily on oil revenues for it's government spending so methinks the Bilderbergers are working in collusion with OPEC hold down oil prices over, despite their domestic shareholder pains (myself included) for many many years to punish the Vladimir Putin and make it difficult for Russia to finance it's military expansion goals.... So one wonders can Suncor and the other oil companies maintain dividend levels longer than Putin's Russia can chill out in Ukraine? Inside Job. Oswald didn't do it alone. We...are not alone...LOL, SOS....
    Dec 1, 2014. 09:30 PM | 1 Like Like |Link to Comment
  • Suncor Energy: A True Value Investment Opportunity [View article]
    Suncor has never paid much of a dividend yield compared to other investments even when oil was over $100, so you'd only buy on speculation of capital gain. That being the case it's highly sensitive to oil prices and you'd expose yourself to volatility of the oil futures contracts speculators who have inexplicably exited the oil trade right now....unless you believe in conspiracy theories. And yes I'm a SU owner.
    Nov 21, 2014. 10:29 AM | 2 Likes Like |Link to Comment
  • Taseko: Undervalued For Gibraltar Alone [View article]
    Taseko's share price is levered to the price of copper. When copper was reaching $4/lb Taseko was very profitable and nobody questioned Hallbauer's leadership. At the end of the day it was all about "Capitalism" pursuing the "China-story" and the (perceived) demand for copper in the economy with (claimed) double-digit annual GDP economic growth. Now that China growth has slid back, Europe economic growth remains uncertain and don't even ask about the USA... we now have copper commodity speculators shaken out, the price of copper eroding back down towards the nominal cost of production, and Taseko shares oversold. There is a pending court case in which they are suing the Canada Federal Government over the Prosperity permit rejection but that may be irrelevant since there may not be much copper demand to support the all-in startup costs. Having worked for Placer Dome Inc. which owned it in mothballed back in the 90s I can say that Gibraltar Mine has been a roller-coaster of startups and shutdowns over the decades. (Disclaimer: I worked for Taseko's parent management company for many years and still own a small position. At least give Hallbauer credit for trying....)
    Nov 6, 2014. 08:13 PM | Likes Like |Link to Comment
  • RBC gears up for 12M share buyback [View news story]
    Its ironic that you're better off to buy RY stock than to deposit money with them or utilize their wealth management services (for which they charge management fees). Buy RY on the dips for long-term income and capital growth.
    Oct 20, 2014. 01:36 PM | Likes Like |Link to Comment
  • Is Suncor Energy A Good Investment? [View article]
    Well so much for all those theories about "Peak Oil"....

    I wonder if Warren Buffet has sold his half billion dollar position in Suncor.
    Oct 14, 2014. 10:22 AM | Likes Like |Link to Comment
  • Suncor Energy: Focused On Capital Discipline [View article]
    I would still pass on SU as an "investment". The stock has been a total roller-coaster ride in the last five years and not necessarily related to oil prices or oil demand, however calculated, perceived or spin-doctored. The dividend yield is laughably tiny. Share buybacks don't indicate significant dividend growth. Canadian tar sands synthetic crude is the dirtiest, most environmentally destructive crude on the planet, and sells at a discount to WTI crude despite higher production costs. Most of the gain seems to be as a result of Warren Buffet taking a stake last year but I still fail to see a sound long-term investment opportunity at the current prices. #suncor #investing #Canada #tarsands
    Sep 30, 2014. 12:25 AM | Likes Like |Link to Comment
  • What Is Happening With Penn West? [View article]
    As heard on Canada Business News Network this morning, the so-called "accounting scandal" in SA's headlines was a mis-classification of expenses as Operating Costs instead of Capital Costs (or something like that).

    It was disclosed by a newly appointed CFO who reviewed the books as part of his new job.

    So it seems that the CFO is a pretty honest and straightforward guy who is willing to "bite the bullet" to ensure the integrity of the company.

    But investors can't see beyond the headlines like the ones here at SA when they hit the sell button.

    IMHO undervalued and I just increased the size of my position to add a little more dividend lunch money to my income portfolio....
    Sep 18, 2014. 01:20 PM | Likes Like |Link to Comment
  • What Is Happening With Penn West? [View article]
    As heard on Canada Business News Network this morning:

    The "accounting irregularities" relate to how some expenses were mis-classified as operating expenses instead of capital expenses.

    This matter was brought to light by a newly appointed CFO who reviewed the books - seems like the prudent thing to do when starting a new job - and disclosed his findings.

    That to me seems to indicate honesty and integrity on his part but seems to get lost in the headline news.

    The dividend is good and the company seems to be well run in a booming industry.

    Buy low.....
    Sep 18, 2014. 01:15 PM | Likes Like |Link to Comment
  • Update: Penn West Petroleum Longs Vindicated On Earnings [View article]
    PWE is a solid legitimate company in a booming industry in a securities-exchange regulated country, not some boiler room operation. News of the accounting glitch and the consequent discount on stock price means a buying opportunity to me. Eventually they will sort things out, remedy the accounting procedure problems, and long shareholders will be rewarded. Time will tell. Buy low....
    Sep 18, 2014. 10:42 AM | 7 Likes Like |Link to Comment
  • The Current Dip Makes BCE, Inc. Attractive For A Buy Rating [View article]
    As a shareholder of both BCE and BA, I chose the all share-exchange option - the present dividend makes for a very nice residual (hopefully someday retirement) income portfolio and yes, I would buy more BCE on a price dip. And no, I don't have a Bell mobile phone.....
    Sep 18, 2014. 12:54 AM | 1 Like Like |Link to Comment
  • Update: Taseko Mines To Buy Curis Resources [View article]
    I believe both companies are ultimately managed by an entity known as the Hunter Dickinson group headquartered in Vancouver so they are not unrelated and they share some common insiders before the takeover.
    Sep 9, 2014. 08:28 AM | Likes Like |Link to Comment
  • BMO and RBC most exposed to positive U.S. banking trends [View news story]
    you'll never go wrong buying tightly regulated canadian bank stocks....when skittish fund managers dump canadian bank stocks as they did during the 2012 EU debt crisis and the US debt ceiling crisis, BUY BUY BUY.....
    Jul 25, 2014. 01:23 PM | 6 Likes Like |Link to Comment
  • Royal Bank Of Canada's Q2 Results Were Outstanding, Dividend Hike Coming Next Quarter [View article]
    OK we're living in investment "good times" right now. Gold down and bonds down, banks up, US FED PRINTING BILLIONS OF FIAT DOLLARS MONTHLY. But let's not lose sight of the historical and global perspective: RY sank to just $27 amidst the US-triggered 2007 financial crisis through no fault of their own (or Canada's for that matter), and it was down to $48 during the Euro PIIGS bond and US debt ceiling "crisis" in the fall of 2012. So yeah there is stock price volatility and hindsight is 20/20 but is it wise to buy now at all-time highs and questionable US "economic recovery"?
    Jul 23, 2014. 05:48 PM | Likes Like |Link to Comment
  • Canadian banks seek to fill U.S. "vacuum" [View news story]
    IMHO those "seasoned" American bankers should only be hired to clean the toilets at Canadian banks....Canada does not need any of their banking management philosophies and culture where they collecteg millions in bonuses while bringing the United States Capitalism driven economy to it's knees and collectively causing US citizens an estimated 16 trillion in life-savings losses.
    Jul 23, 2014. 05:27 PM | 2 Likes Like |Link to Comment
  • Warren Buffett's Father Was A Raging Gold Bug [View article]
    Warren might buy a farm but I'd like to see him break sweat and lose a few drops of blood actually farming it, if he even knows how.
    Jul 23, 2013. 05:13 PM | Likes Like |Link to Comment
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