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mustbepatient

mustbepatient
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  • Update: McEwen Mining's Earnings [View article]
    Alan, MUX is also about the price of silver and copper, no?
    Aug 11 10:50 AM | Likes Like |Link to Comment
  • The Rare Earth Junior Miner Market Is Bifurcating: Stick With The Winners [View article]
    Nice article. Now sounds like a great time to be scouting out REE companies even if you don't buy into them yet. If stocks ever get a > 10% pullback, that could help create a washout bottom in REE stocks, so I'll be waiting around to see if that happens.
    I see three possibilities:
    1) Market pulls back > 10% at some point in the next 6 months and REE stocks tank too - great, super bargains will be available.
    2) Market pulls back > 10% at some point in the next 6 months and REE stocks hold steady or go up - great, looks like I found a sector starting a new bull market.
    3) Market doesn't pull back - oh well, wait for the next fat pitch to come.
    Aug 4 11:44 AM | 3 Likes Like |Link to Comment
  • Maximize Your Gold Exposure: Buy Junior Miners That Trade Like Mispriced Call Options [View article]
    Ben, I find that we have almost identical viewpoints on how to play rising gold prices (i.e., using juniors as call options). Chesapeake Gold has been my favorite for years, although my latest foray is underwater at the moment. Management is very solid, which is an important criteria for me. There are lots of weak managements out there in this sector IMHO.

    My silver "option" is SVBL, although you end up with plenty of zinc with them.
    Jul 29 02:18 PM | Likes Like |Link to Comment
  • Silver Bull Resources Is For Silver Bulls Only [View article]
    Nice reasoned article. I have followed SVBL for years (back when it was MMGG then MMG) and always thought it was a great option on the price of silver, although the price of zinc ends up being important for the project too.
    Jul 10 12:43 PM | Likes Like |Link to Comment
  • Allied Nevada Has Bottomed Out [View article]
    Yes, that's a bit telling. Apparently Seeking Alpha isn't doing any checking on submitted articles at all before publishing.
    Mar 13 11:27 AM | Likes Like |Link to Comment
  • Exelon: Selling At 10-Year Lows [View article]
    OCF may seem high but on first glance it seems EXC's FCF is more like $1B vs. a pretty high enterprise value (due to all the debt). I understand the stock price is low but I'm not convinced it's a bargain...
    Dec 5 10:57 PM | 1 Like Like |Link to Comment
  • Aeropostale: After A 40% Discount It Might Be Time To Go Bargain Shopping [View article]
    Of all the investments I've done over the years, the easiest strategy has been buying these clothing stocks at .25-.4X revenue when a company's product is out of fashion and then selling it at .8-1X revenue when its products become in fashion again. I only do this with companies that have no debt and it seems to always work - ANF, AEO(S), CHIC, CHS, ... You don't even have to get the timing on their return to fashion right, all you're doing is expecting that the people who made the company all that net cash in the past will find a way to do it again.

    JMHO
    Aug 24 11:10 AM | 2 Likes Like |Link to Comment
  • David Einhorn's preferred stock proposal is "creative," Tim Cook states at a Goldman conference. But he calls Einhorn's opposition to Prop. 2 a "silly sideshow," and insists the measure is meant to empower shareholders. He claims Apple's (AAPL -1.2%) management/board are in "very active discussions" about returning additional cash, but remains tight-lipped about details. Apple is spiking lower after temporarily doing the opposite. (live blog) (webcast) (previous[View news story]
    Seriously guys? AAPL had just risen straight up 12% from the lows, why are you guys so surprised that some selling kicked in?
    Feb 12 04:08 PM | 1 Like Like |Link to Comment
  • David Einhorn's preferred stock proposal is "creative," Tim Cook states at a Goldman conference. But he calls Einhorn's opposition to Prop. 2 a "silly sideshow," and insists the measure is meant to empower shareholders. He claims Apple's (AAPL -1.2%) management/board are in "very active discussions" about returning additional cash, but remains tight-lipped about details. Apple is spiking lower after temporarily doing the opposite. (live blog) (webcast) (previous[View news story]
    You are not sure whether Jobs would have paid any attention to it? I am pretty sure he would have ignored it altogether.
    Feb 12 04:05 PM | 2 Likes Like |Link to Comment
  • Celsion's 'Bad Beat' : 4 'Tells' That Longs Missed [View article]
    I respectfully suggest that you focus on owning this failed trade yourself, as that's the best (only?) way to learn from it.
    Feb 1 07:36 AM | 1 Like Like |Link to Comment
  • Sirius XM Has A New Owner [View article]
    SIRI *should* want the cheapest price possible on repurchased SIRI shares, for the benefit of all shareholders. If they waited until after Liberty bid up shares, that sounds like a problem to me.
    Jan 20 01:32 PM | Likes Like |Link to Comment
  • Did Longwei Petroleum Just Dig Its Own Grave? Updated: Major Problems [View article]
    I subscribed to GEO for a brief time. They don't always call out winners but they were definitely forthright. I'm sure they were short the stock when they called out LPH as a fraud, but why is that a bad thing?
    Jan 18 03:36 PM | Likes Like |Link to Comment
  • Our Unanswered Letter To Aeropostale [View article]
    I agree that current ARO management is weak. However, I would prefer to stay away altogether until they get their management issues under control, so I am not a fellow shareholder yet. There is too much opportunity for current management to further destroy value.
    Jan 18 03:14 PM | 1 Like Like |Link to Comment
  • Sirius XM Has A New Owner [View article]
    I don't quite understand your reasoning. If a particular source of buying pressure lets up, why wouldn't it tend to cause the price of the stock to drift downwards?
    Jan 18 09:37 AM | Likes Like |Link to Comment
  • What To Do With Sirius XM Radio Stock [View article]
    You can value SIRI like any other company - discounting the future cash flows they will provide vs. the current value of the company (shares + debt). I'm really not sure why so many investors in SIRI don't do this when projecting SIRI's future value.
    Jan 17 12:09 PM | Likes Like |Link to Comment
COMMENTS STATS
84 Comments
52 Likes