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  • Join The Party: Join The Bulls [View article]
    Hi Arne, I enjoy your articles and approach to stocks, and your track record speaks for itself. I bought a small position in NCR at the beginning of the year based on your recommendation and have enjoyed the 45%+ gain so far. I am wondering about doubling up on the position. Do you think it still has room to run? Thanks in advance.
    David
    Aug 5 06:56 AM | 1 Like Like |Link to Comment
  • Sprott's John Embry: 'The Future For Retirees In America Is Grim' [View article]
    "If you do own gold, make sure you own physical or a paper product that you can be assured has 100% allocated gold behind it."

    Can anyone point me towards a paper product that I can 'be assured has 100% allocated gold behind it'? I know that many gold bulls here will say physical is the only way to go, but I would like to hear what paper options he was alluding to. Thanks in advance for any help...
    May 13 04:15 AM | Likes Like |Link to Comment
  • Linn Energy - A Stock To Buy With REIT Dividends [View article]
    Norman, thank you for the helpful article. What do you think of LNCO's value at current levels? You alluded to 'temporary spikes and troughs' in the article, and I am curious as to whether you would consider now a reasonable time to buy for a person who plans to hold for years to come. Thank you.
    Apr 8 11:18 PM | 2 Likes Like |Link to Comment
  • A Revival In U.S. Manufacturing - Ground Floor Opportunities Available [View article]
    Bob, great article on this important trend. I agree with your conclusion to own 'toll road' operators, and am long KMI and LNCO in my Roth IRA.

    Those with a higher risk tolerance who want to play this trend (and who don't need dividend income) may also want to take a look at HEK. They make money disposing of and recycling the enormous amounts of water used for fracking. HEK fits with your 'ground floor' title. It is still a small cap company, in contrast to the many large caps listed in the article. Obviously, the greater potential for appreciation brings with it higher risk. I think the risk/reward scenario is good, and am long HEK with a basis in the low 3s.
    Dec 3 02:45 AM | Likes Like |Link to Comment
  • Heckmann Corp. And Power Fuels Merger Turns Overpriced Spec Play Into Undervalued Name [View article]
    BP - great article. Regarding the $5 mark: during the most recent conference call, Heckmann was asked if they were considering a reverse split to reduce the number of outstanding shares and have a stock price that allows 'big money' to invest. He said yes, they were considering it.
    Sep 12 05:54 AM | 1 Like Like |Link to Comment
  • U.S. Stock Market Outlook 2012: Down Hard, But Not Out (Part 2) [View article]
    James, I have followed your articles on the unfolding European crisis with interest and find them very insightful. Thank you. My question for you is this: assuming the S&P 500 declines to ~1,000 in April, what will you be buying then? Are there particular sectors or stocks you are watching closely for an opportunity if the market declines substantially? If you have posted thoughts on this elsewhere, you can simply refer me to that article. Regards,
    David
    Jan 23 03:37 AM | 6 Likes Like |Link to Comment
  • The Bottled Water Industry Prepares for a Global Water Fight [View article]
    If you are looking for a higher risk-higher reward way to play in the water industry, you could consider Heckmann Corporation (HEK). The company owns China Water & Drinks, which sold 156 million bottles of water in China in the 3rd quarter of 2010 alone. HEK also provides industrial water solutions for natural gas producers in the US, so you capture the potential growth in both bottled water and industrial water. Plus, you get an industry veteran with a proven track record in Dick Heckmann, who is the founder and CEO.
    Disclosure: Long HEK
    Dec 17 12:16 AM | Likes Like |Link to Comment
  • Clearing Up the Uncertainty Around MannKind’s Afrezza [View article]
    Jim4mnkd,
    I'm not saying that I would rather invest in the device manufacturer. In fact, I am long MNKD. I am simply saying that it might be another way for people with a different risk tolerance to play the potential success of Afrezza. It would be somewhat akin to having invested in the iPhone's component suppliers before they became widely known. That's the basic idea, anyway. Thanks for your quick reply.
    Dec 9 08:07 AM | 1 Like Like |Link to Comment
  • Clearing Up the Uncertainty Around MannKind’s Afrezza [View article]
    I assume MannKind has outsourced the manufacture of the inhaler device to a contract manufacturer. Is it a matter of public record who that contract manufacturer is? If so, this might be an interesting, lower-risk way to play the success of Afrezza. Presumably, that manufacturer is (1) large enough to handle the types of sales volumes expected and thus (2) already generates significant revenues from other products. Thus, the risk of non-approval or slow sales growth would be mitigated, but a significant upside would still remain. I would appreciate it if anyone knows who will be manufacturing the device for commercial sales. I did a cursory search but did not find anything. Thank you!
    Dec 9 02:08 AM | 1 Like Like |Link to Comment
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