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I'm Howard

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  • The Great P/E Debate: Are Stocks Overvalued? [View article]
    Great graphs.numerically your arguments fly in the face of most,including The Economist whose predictions have been generally correct
    I am proceeding with caution, mainly cash now, but October we should see more clarity and I will either have missed marginal gains or be in a position to go Stock ETF shopping???
    I still like Oil Stocks and i am adding to my GLD and SLV positions, which are long term holds,insurance against Government Financial Mismanagement.
    May 16, 2015. 07:33 AM | 4 Likes Like |Link to Comment
  • Crude Oil: The Fundamental Bottom Is In [View article]
    Yemen is exploding and if and when the rebels win they will have the ability to shut down a whole lot of oil "
    Fracking is an accident waiting to happen and with slowibg water supplies in the U.S a major artesian spring contamination may force changes.
    North of the border should be nervous a some U. S President finds WMD is Canada and must invade.
    Apr 3, 2015. 01:34 PM | Likes Like |Link to Comment
  • CVS Will Lose Billions In Revenue Having No Smokes For Sale [View article]
    I am a Canadian who spends six months in the Southern U.S.
    The obesity I observe daily, especially among young children, is alarming.
    The portions in Restaurants are huge , we always split one meal.
    It is not Fast Food,it is Fat Food.
    Mar 16, 2015. 04:24 PM | Likes Like |Link to Comment
  • The Year Ahead: 2015 [View article]
    The main question for QE is to whether or not the Fed is using actual data to support their actions or manipulating data to support their actions?
    A significant increase in rates would cause a catastrophic increase in the Debt payments, a major hit to the U.S Economy, a strengthening $ that would encourage Imports and hurt exports, and huge pressures to raise taxes to compensate for increased interest charges.
    The U.S is on a path to introduce a Consumption Tax, as has the rest of the world.
    Corporate Taxes are driving companies overseas and causing them to hold the monies offshore,the Government will be forced to lower Corporate Taxes and the Consumption Tax will be introduced to compensate for lost Tax revenues.
    What effect will this have on the U.S economy????
    This scenario has already played out in all major developed countries, why do you think their corporate tax rate is so much lower???
    Prudent Money is sitting this dance out until the music starts to get played??
    Dec 21, 2014. 07:18 AM | Likes Like |Link to Comment
  • Oil & Gas Stocks: Pain, Then More Pain... When Is The Gain? [View article]
    Stupid Comment, I live the year equally divided between the US and Canada, and Canada is much cleaner and safer and are well liked around the Globe,unlike the U.S.citizens.
    Canada has water,the US is running dry,let us see who comes begging, it will not be the Canadians.
    I may not be Canadian by Birth, but I am one by choice.
    Dec 15, 2014. 03:40 PM | 2 Likes Like |Link to Comment
  • Saudi Arabia: Do The Math [View article]
    Canada,2% World's Population, 20% World's Fresh Water.
    Huge Oil reserves and other commodities,Government Debt will soon be gone,the only criticism is that some areas get lots of snow.
    High prices will return,Oil Sands will sell more expensive oil when cheap oil runs out.
    No riots,safe cities,two day drive to Florida.
    Dec 7, 2014. 10:10 AM | 2 Likes Like |Link to Comment
  • The One Sector You Must Own Today (Part II) [View article]
    WW11 for many of us started in 1939, then Hitler may never have been a problem??
    Nov 16, 2014. 11:50 AM | 1 Like Like |Link to Comment
  • 5 Myths About SeaDrill That Could Cost You Real Money [View article]
    Nomura’s Christyan Malek and team explain why they cut their rating on Seadrill (SDRL) to Reduce from Neutral:

    Kommersant via Getty Images

    We forecast ultra-deepwater day rates will fall to USD 350k/day in 2015-18 (consensus is broadly in the range of USD 400k-450k/day), and this helps drive a 29/18/30% reduction in 2014/15/16 EPS estimates. Against this backdrop, our analysis reveals a funding gap of USD 2.0bn in 2015 that incorporates a 50% cut in dividend. Options available to Seadrill to help de-risk that include asset divestments and/or issuance of new equity/debt. However, this may be a challenge given the deteriorating industry outlook for deepwater drilling. Moreover, if these options are not viable, Seadrill may choose to cut its dividend completely (providing an additional USD 1bn). Although, that would still leave a funding gap of USD 1bn.

    Sh
    Oct 17, 2014. 06:08 PM | 3 Likes Like |Link to Comment
  • It's Not Rocket Science: BioMed Is A Buy [View article]
    Ebola is present in certain regions, but travel is still allowed to those regions, and testing is done when they have traveled out of the region instead of stopping the infected person before they travel.???
    Lakeland Industries.
    Oct 14, 2014. 12:33 PM | 2 Likes Like |Link to Comment
  • Capitulation In Energy Sector Near: Accumulate These High-Yield Plays Now [View article]
    As Buffet said,Analysts main function is to make Fortune Tellers look smart.
    Diversification always wins in the long run, and Oil prices at current levels or lower will squeeze out marginal producers or allow the major players to pick up promising juniors at a discount.
    I am staying the course, have lost some on my Oils, picked up on other assets, as long as the Dividends keep coming, not concerned about short term adjustments.
    Oct 13, 2014. 08:23 AM | Likes Like |Link to Comment
  • Market Timing Report: 10-20% Correction Due To Extreme Sentiment And Leverage [View article]
    Michael, sure hope not, last time the U.S tried we burned down your White House,chased the soldiers back across the border,1812, besides we do not have the ability to hold hundreds of thousands of Prisoners.
    No one invades Canada, they invade Australia, India, the U.K ,New Zealand, Malta, Gibralter,Northern Ireland, and a few Islands in the Caribbean.
    Oct 12, 2014. 11:45 AM | 1 Like Like |Link to Comment
  • Market Timing Report: 10-20% Correction Due To Extreme Sentiment And Leverage [View article]
    The strength of the $U.S will prevent the Fed from raising rates, that would make the dollar even stronger and encourage imports and choke Exports.
    Oil at $80 range makes most fracking projects uneconomical,Nebraska will be yesterdays news.
    Keystone has been dithered away, the pipelines are going East for Europe, anxious to get rid of Putin, and West for Asia,another example of Obama's inability to make a decision.
    The real story is Water,the U.S with global warming will encounter severe droughts,the Prairies will be hard hit, food stocks will suffer.
    A Professor from U.S C told us in 1968 tat one day you could see U.S Marines in Ottawa, if the U.S needs it they will fabricate and take it, like Bushs' WMD'S that never existed, and Canada has 20% of the world's fresh water, will benefit from global warming by extending the growing season and making more land arable.
    U.S/Canada relations are the worst in my memory.
    Oct 12, 2014. 09:42 AM | 1 Like Like |Link to Comment
  • BCE: A High Income Plus Growth Stock [View article]
    Buy it for your Grand Kid's Account,set up a DRIP, watch it compound.
    Currently $CDN is about 0.89 but years from now, based upon Canada's much better Debt position, it should be $1.10 +.
    U.S is currently benefiting from flight to safety, eventually the debt problem will hurt the currency.
    Oct 3, 2014. 04:54 PM | 4 Likes Like |Link to Comment
  • BlackBerry's Collapsing Ecosystem [View article]
    Do not bury this company,Blackberry's market was never the smart phone user , it is the Professional base.
    Th e security system is far superior to Apple's etc and when the other companies fail, the Pro's will return.
    This is not Nortel.
    Sep 30, 2014. 11:30 AM | 3 Likes Like |Link to Comment
  • CVS Will Lose Billions In Revenue Having No Smokes For Sale [View article]
    The body handles input in differant ways depending upon the person.
    Jim Fixx, who wrote the book on running and was extremely thin died of a heart attack, the family had a history of congenitive heart failures.
    Parts are parts, some people get good parts, others are not as lucky.
    I am extremely healthy, younger brother died of a heart attack, two others have stents.
    Luck of the draw.
    Ons son looks at a caandy bar, puts on ten pounds, other eats anything he wants, thin as a rail.
    Sep 29, 2014. 10:25 AM | Likes Like |Link to Comment
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111 Comments
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