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RM13

RM13
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  • What A Difference A Week Can Make In The Energy Sector [View article]
    How about mid-streams like OKS, PBA, IPPLF? How about hedged upstream names like MEMP? How about GST?
    Dec 25, 2014. 05:13 PM | 2 Likes Like |Link to Comment
  • What A Difference A Week Can Make In The Energy Sector [View article]
    Alex,

    You are using your higher brain functions to time the oil market. Lots of other people are doing the same. Market doesn't bottom in a planned, cerebral process. Trends are overdone, both on the upside and the downside. Therefore, I can clearly say, bottom is not in - since so many smart people are trying to time this. The bottoms occur when cerebral process has been shaken out and left behind, and fear has really taken place. Another indicator is when SA articles dry up, because all the cerebral bulls have been burned. Therefore, now is either not the price, or correct timing of oil market bottom.
    Dec 25, 2014. 05:09 PM | 4 Likes Like |Link to Comment
  • PHDG And VQT: 2 S&P 500 Dynamic VEQTOR Index Products Compared [View article]
    What did PHDG do to justify a 4% drop on December 24th? No such action in VQT?

    Found explanation: Dividend is being paid, no such dividend in VQT.
    Dec 24, 2014. 02:52 PM | Likes Like |Link to Comment
  • I Don't Think Russia Will Blow Up This Time Around [View article]
    I think the word on street is if they try to defend the rubble, it's months before they default.
    Dec 24, 2014. 11:56 AM | Likes Like |Link to Comment
  • Pembina: Canada's Petroleum Reserves Run Deeper Than The Tar Sands [View article]
    Shhh, don't ruin the buying opportunity. Also recommend looking at IPPLF.
    Dec 24, 2014. 10:50 AM | Likes Like |Link to Comment
  • BRICs - Why The 'R' Should Never Have Been There [View article]
    Agree the whole BRIC thing is silly. China has its own issues, Brazil has its own issues, so does Russia. If anything, this looks like new trend in resurgence of US and dollar - especially if Venezuela, Iran, and/or Russia start to topple and fall. I can easily see Russian default in the cards - why would Russia and Russian companies want to pay back loans to European banks? What would that do to the price of PM and US dollar?
    Dec 24, 2014. 10:37 AM | Likes Like |Link to Comment
  • Contrarian ETFs To Capitalize On Year-End Tax Selling [View article]
    I advise against buying any MLP ETF/ETN/CEF. The tax disadvantages of such as wrapping outweigh direct MLP purchases, with significant drag on performance. That is unless exchange traded note or related have less than 20% MLPs in them and receive preferential treatment, such as MDIV. Buyer beware!!!
    Dec 17, 2014. 09:34 AM | Likes Like |Link to Comment
  • I Don't Think Russia Will Blow Up This Time Around [View article]
    Why let a good crisis go to waste? Putin will chose which private companies get government bailout, which ones will not, as a way of consolidating finances and power. He may also chose to selectively default the country or certain banks - why not? - as a way of hurting European banks with largest exposure to Russia. This is no longer about economics, it's about politics, game which has unexpected twists and turns.
    Dec 17, 2014. 09:31 AM | 2 Likes Like |Link to Comment
  • Linn Energy - Strong Cash Flow For Years [View article]
    My view is the following - LINE/LNCO could cut distributions by 30%, get them into 16% range, and basically state that they close to guarantee that yield for the next 4 years, hell or high water. I think that would be taken very positively by the market. In my view, any cut less than 40% is positive, if used appropriately to pay down debt and increase production wisely. Anything more than that is too much - ala SDRL suspending dividend.
    Dec 16, 2014. 09:34 PM | 2 Likes Like |Link to Comment
  • Oil, Contagion And Equities: U.S. Equities Are The Next Shoe To Drop [View article]
    How about hedging stuff with PHDG or VQT?
    Dec 15, 2014. 12:15 PM | Likes Like |Link to Comment
  • On the hour [View news story]
    Why not go long the market and hedge it with some puts or VQT/PHDG or ALFA? Big guys are going long and hedging their bets, individual investors don't seem to grasp the power of hedging - or up to now had expensive access to it.
    Dec 12, 2014. 03:48 PM | Likes Like |Link to Comment
  • On the hour [View news story]
    You got it.
    Dec 12, 2014. 03:47 PM | Likes Like |Link to Comment
  • On the hour [View news story]
    If you wait until the end of December, you will miss the lows. Just my experience, lows occur in mid December, before people rebalance their portfolios.

    And link with interview is sham. Coal and iron is not like oil to China, although they wish it was. Oil demand is relatively inelastic, and if China put 10-20 million new cars on the road every year, that price is not staying at $60.
    Dec 12, 2014. 02:47 PM | 1 Like Like |Link to Comment
  • Crude Oil: A Bounce Is On The Horizon [View article]
    Oxygen in high concentrations isn't good either. Your point?
    Dec 11, 2014. 12:27 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Crude Rises Following Steep Slide [View article]
    Yup. China gravy train will get ridden up until it fails. Opaque banking system and reporting in world's second largest economy. When it does fail, it will be on such massive scale it will make 2008 financial crisis look like a picnic.
    Dec 11, 2014. 10:24 AM | Likes Like |Link to Comment
COMMENTS STATS
816 Comments
925 Likes