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Ambil Kembali

Ambil Kembali
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  • 2012 Outlook For U.S. Grain Prices [View article]
    Dissolution of the Canadian Wheat Board ?
    Jan 10 10:59 AM | Likes Like |Link to Comment
  • Mark My Words, These Stocks Will Double In 2012 [View article]
    Hello, what is your view on the Indonesian labour situation re FCX? That may well cut into the margin and "clip" away even the value they can wring out of gold!

    (Disclosure - long FCX. Dividend also, now that I think of it is a dink against growth on the ground.)
    Jan 5 08:17 PM | Likes Like |Link to Comment
  • Hype Busters From Lux Research Explain Grid Based Energy Storage [View article]
    Giving you points for this (un-intended?) pun:

    "overestimate the potential",

    The Molten-salt idea is more of a heat-sink ploy, I believe. This would take advantage of the retaining energy in heat (to let solar-collected power out at night). I'd still fear that economies of scale might make a plant for it hellish and toxic & vaporous with weird new accidents...

    Cheery Christmas note, eh?

    ACPW is on my watchlist because it's a more understandable technology. I'll invest "when" all other ideas fail. So it stays on the watchlist safely...
    Dec 8 01:53 PM | 1 Like Like |Link to Comment
  • 20 Companies to Avoid [View article]
    <After checking that the article was back in April>

    What time frame did you dislike these in, also? HOT and JWN are now part of December shopping and travel - very much liked by the Street at the moment.
    If you spelled out what you meant by Mange-ment Quality, that would be a squidgy-factor explained as well.
    Dec 5 02:21 PM | Likes Like |Link to Comment
  • 6 Telecoms With Blockbuster Yields (Part I) [View article]
    Some would worry that several of the Telecoms Sol mentions get "nationalized" by needy (crashing?) governments. Sort of a risk!
    Nov 23 02:52 PM | Likes Like |Link to Comment
  • Fitch has it wrong, U.S. banks could actually wind up benefitting from Europe's debt crisis, says Rochdale's Dick Bove, He cites two reasons: First, U.S. banks have a relatively low level of exposure to European banks. Second, the problems facing European banks could actually drive business to seek healthier institutions in the U.S. His top picks: PNC Financial (PNC) and Fifth Third Bancorp (FITB). Both get hit when Europe erupts, but neither are heavily exposed to European banks.  [View news story]
    International trade in ores, wood,nuts, art, tech, fabric, honey, tobacco, autos, and Florida Oranges (and etc) must all be purely barter. No need for banking and interconnection.

    Nov 17 08:27 PM | 2 Likes Like |Link to Comment
  • AT&T: Buy The Stock Or The Bond [View article]
    Argh, found that out the hard way sam! Albeit a slight amount out of things, it was a rude shock that "they" decide when to call it in, not the individual investor.
    Nov 15 07:31 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - The Coca-Cola Downgrade Was Fatuous (10/14/11) [View article]
    My off-the cuff response to KO would also be: "Who doesn't like Coke at this point?"
    Oct 16 07:52 PM | Likes Like |Link to Comment
  • Valero Looks Like a Steal At Its Current Price [View article]
    What if the "Keystone" Pipeline benefiting the company fails to go through Nebraska? I see no discussion of operational doubts.
    Oct 12 07:36 PM | 1 Like Like |Link to Comment
  • Why Pepsi Is A Core Holding In My Portfolio [View article]
    Yes nice article. Many of your points fit A.K.'s reasoning for PEP.
    However, sometimes I personally put a warning flag on Russian things, and a separate one for Dairy - within the consumable groups.
    Now PEP has, as you said, a
    'Russian dairy goods company' within it.
    Izze soda reflects the Whole-Foods isle discretionary within the "drink portfolio" now-a-days. For me a shock of russian cheese-drink factory is balanced so far.

    Disclosure ( both KO and PEP, lately balance shifting towards the latter)
    Sep 4 11:40 AM | Likes Like |Link to Comment
  • Whither T-Mobile USA? [View article]
    There were pro-job noises from the Telcos in question - sort of a bribe now that the chips are down come to think of it and the cat's out of the bag. A claim of a good thing doesn't balance out the force of existing rules.
    Sep 1 05:05 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
    Actually, I put in a wrong 'Price paid'. All are in the green even through Aug 2011's rough patch.

    (Best is still PDP; DWA's Technical Leaders. WTG chart-systems!)
    Aug 15 04:55 PM | Likes Like |Link to Comment
  • A.K's Powershares (and ETF) test portfolio and analysis p.2 [View instapost]
    At last, moved this here to S.A's Portfolios to track. As could be expected, lately the PWC part of the 4 major ETFs is bringing it down this fine August week. (And I did not find a way to show it "held" about 800 USD in cash ready to use. Strategically I'm dubious about putting this into the Dynamic ETF. It might make more sense to wait for the Value portion to be worst performer and add to it in the future.)
    Aug 14 04:27 PM | Likes Like |Link to Comment
  • On Zero Hedge's S&P 500 Conspiracy Theory - An Alternate Explanation [View article]
    8/4/2011 - Zero Hedge website is suffering an outage. (Outrage?) This is either a bug or some over-trafficed website thing or indeed a blockage of the precious metals coordination the hedgers over there combine to do (by having similar opinions). Or both.

    "They" did not take S.A. down merely because it is not a useful place to get advice :-) Kidding.

    EDIT : actually it is just very very very slow to me. (Blogging people and opinions take up resources)
    Aug 4 02:37 PM | Likes Like |Link to Comment
  • Wynn Resorts (WYNN): Q2 EPS of $1.60 beats by $0.57. Revenue of $1.4B (+32.3% Y/Y). Shares +1.3% AH.(PR)  [View news story]
    On the contrary, Steve Whine is just sucking up to the big spenders. Far too many plutocrats are sitting on their dough and not visiting Vegas. Too many little spenders are either fired by CEOs or not of a gambling mentality like a typical working stiff.

    It's ironic that what he whines about is fiscal responsibility, he runs a skimming operation that produces nothing - height of irresponsibility with money! Tea Party can't help him either, they're tightwads.
    Jul 19 09:39 AM | Likes Like |Link to Comment