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  • 60 Best Value Investing Resources You'd Be Crazy To Miss [View article]
    I keenly follow all you contributions Jae. This is as valuable, interesting and thought provoking as any I have read. Thank you
    Sep 3, 2015. 01:27 AM | Likes Like |Link to Comment
  • Gambling With Dirt - Introduction [View article]
    "Demand for agricultural products is projected to increase by 100% by 2050" This is a minuscule rate of annual growth, probably in line with inflation(haven't done the maths) certainly nothing to get excited about.
    Aug 27, 2015. 06:11 AM | Likes Like |Link to Comment
  • China Loading Up On Commodities - Why It's Not Driving Up Prices [View article]
    Truly massive expansion in the production of some of the major, and many of the minor commodities has exacerbated the downturn in prices. Too much is made of collapsing demand as the reason behind the fall in prices. So China INC. is taking advantage!!
    Aug 27, 2015. 04:09 AM | Likes Like |Link to Comment
  • What Nobody Is Saying About Oil [View article]
    Ha Ha Very true Paulo. That is the only eternal truth in this whole debate!!!
    Aug 22, 2015. 06:31 AM | 2 Likes Like |Link to Comment
  • Cheaper Oil Does Not Spell Doom [View article]
    It is no coincidence that the Great Recession coincided with high energy prices
    Aug 22, 2015. 06:23 AM | 1 Like Like |Link to Comment
  • Cheaper Oil Does Not Spell Doom [View article]
    Within reason, of course!
    Aug 22, 2015. 06:22 AM | Likes Like |Link to Comment
  • Cheaper Oil Does Not Spell Doom [View article]
    Low oil = higher consumer spending and and supports economic growth. Therfore higher gdp growth and negative for inflation. BUY the US with your ears pinned back!!!!!!
    Aug 22, 2015. 06:21 AM | Likes Like |Link to Comment
  • Massive Deflation Is Happening Now [View article]
    Great article. However cattle numbrs in US at a 40 year low and also 20 year low in Australia. Surley pointing to strength over comeing months???
    Aug 22, 2015. 06:16 AM | 2 Likes Like |Link to Comment
  • The Fed: Much Ado About (Pretty Much) Nothing [View article]
    The structural decline in the price of oil is an unambiguous positive for consumer spending and and negative for inflation. I think the fed will put off a rate rise for a while yet. July CPI rose only .2%on a yearly basis. Well below market and FED forecasts. Why would they raise?
    Aug 22, 2015. 06:06 AM | Likes Like |Link to Comment
  • High-Quality Dividend Stocks That Are Trading Way Lower Than They Should [View article]
    I like your article but I believe that CAT could easily see $60 bucks or lower if things dont break up a bit in commodities
    Aug 22, 2015. 03:35 AM | 1 Like Like |Link to Comment
  • Obtain 10% Dividend Yield From DirectCash Payments [View article]
    I have no specific knowledge of this co. However there was recentrly a scandal in Australia regarding a ponzi scheme suckering investors into specific atm investments.
    Aug 12, 2015. 05:17 AM | Likes Like |Link to Comment
  • China's Command Economy: The Gift That Keeps On Giving [View article]
    Actually make that thousands of unutilised low hour machines for sale.
    Aug 5, 2015. 09:27 PM | 1 Like Like |Link to Comment
  • China's Command Economy: The Gift That Keeps On Giving [View article]
    Ha Ha great article. In the coal and iron ore basins of Australia there are literally hundreds of big yellow machines(caterpillar,john deer, etc) parked up with no prospect of a buyer. The China boom is over, at least for a while. We have been through these commodity cycles before but this is a tough one!!! Things will turn but when?? The crying isn't far off!
    Aug 5, 2015. 09:25 PM | 1 Like Like |Link to Comment
  • Pipelines Still Offer Dividend Shade In The Broiling Oilpatch [View article]
    alschroed, I thourght he said KMI was no longer an MLP????
    Aug 3, 2015. 05:41 PM | 1 Like Like |Link to Comment
  • Selling Trash, Buying Trash [View article]
    To be fair though Tim, S32 does generate 90% of EBITDA from assets in the top quartile of the cost curve. Insofar as a commodity company can be said to be a reasonable investment, s32 is a little better than trash. However your points are well made and the chill wind of the commodity downturn is howling through the share price of many producers(including BHP) If recent takeover speculation materializes then your thesis may play out sooner than planned!!!
    Jul 26, 2015. 07:59 AM | 2 Likes Like |Link to Comment
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166 Comments
146 Likes