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yeti786

yeti786
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  • Ford: Groping For A Floor [View article]
    One really cannot ignore what Riskrunner says in both his comments. His stand is fully supportable by documentary evidence.

    American or European icon and cheap are not the normal criteria for investing. Bottom line as an investor is what are the likely returns in comparison to other stocks with similar or lower risk. In this matter maybe Riskrunner will offer a few stocks that are a better investment than F.
    Oct 1 09:23 AM | Likes Like |Link to Comment
  • 4 Predictions For The Fourth Quarter [View article]
    Hello, Bret!

    Thanks for the inputs! I ponder three points you may be able to address better:

    1. USD strength: A strong $ will adversely impact US exports. It will also encourage further off shoring of jobs. Do you think such a trend will be permitted to continue long term? When do you think the $ will begin to reverse/depreciate? And more important which international companies are likely to benefit significantly from weakening $? Maybe a short list of such companies we can consider shifting into at that point?

    2. Market correction: You do not mention the possibility of a significant correction in Qr4. Should it taken that one is not on the cards as you see them?

    3. GILD: Using Options, how best would you suggest we an take advantage of GILD impending rise to 120 at this late stage?

    Thanks so much in advance!
    Oct 1 08:37 AM | 1 Like Like |Link to Comment
  • Gold Will Bottom Soon - What Do You Need To Know? [View article]
    Finally. An expert confirms what I have stated several times here on SA - that buying GLD is buying paper, not gold.
    I again reiterate - if you want to be sure you are invested in gold, buy physical and hold it personally or in dedicated vaults. If you want the gold price to rise, buy physical, not paper gold like GLD.
    In the next couple of weeks you may see gold price climb up a bit. That'll be mostly Indians buying.... physical gold, not GLD.
    QED.
    Sep 29 05:24 AM | 7 Likes Like |Link to Comment
  • Will Friday's Labor Report Save Gold And Rescue Silver? [View article]
    I don't know about the Labour Report's impact on gold/silver but if anything is going to save these PMs from as drubbing short term, it will be Indian buying over next 2-3 weeks. If that does not happen (recall variable/lacklustre Monsoon in India during sowing season that has impacted agriculture last few months), expect gold to slide lower. Period.
    Sep 28 07:27 AM | 1 Like Like |Link to Comment
  • GLD: I Don't Think We Break Down... Yet [View article]
    Filipo,
    As I interpret the apparent 'dichotomy', which it isn't:
    The breakdown will not be immediate, as in next week; gold will likely go up in coming week or two into mid Oct. Thereafter, there is a likelihood it will slip back again towards current levels, maybe heading to 105.
    The best!
    Sep 28 06:48 AM | Likes Like |Link to Comment
  • Major Stock Market Selloff Looms As The Fed's QE3 Ends [View article]
    If most Pundits say a sell off is over due and imminent... then is it? A contrarian like this author should be able to evaluate better!
    Sep 27 02:17 PM | 1 Like Like |Link to Comment
  • GLD - Why Gold Has No Footing [View article]
    Very nice, Debutant! Thanks!

    I am just wondering... if it were not for these terrorists and esteemed Russian leadership on whom the author seems to principally pin his hopes on for a golden harvest, where would all of us gold bugs be?!?

    Given author's philosophy that says gold price is a function of unrest and terrorist action, most of us gold bugs should be ardent fans of bin Laden and his ilk, ISIS, the current Ukrainian leadership manipulated by US/EU to needle the slumbering Russian bear.
    Sep 27 06:41 AM | 2 Likes Like |Link to Comment
  • Gilead: Could Japan Power Next Major Leg Of The Rally? [View article]
    Just curious, Sir:

    On one hand you continue to view GILD positively but equally, are lightening your holdings. I understand that you have made a pretty penny on your Calls but even so, you seem happy to forego the 40% rise. This implies you wish to play safe in current market conditions and hold cash or maybe have a better alternative to redeploy these funds. Or is there another reason?

    Would you still suggest an entry at current levels? If so, the same Jan'16 120 Calls? Or another strike/expiry?

    Thanks so much! The best!
    Sep 24 11:25 AM | Likes Like |Link to Comment
  • Seadrill Ltd.: A Few Things To Remember About The Rosneft Deal [View article]
    An informative discussion, thank you!

    The way I see it, SDRL/NADL may be able to legally bypass Russian sanctions. However, they do have important chestnuts in US/EU fires to blithely ignore the restrictions and not expect quid pro quo down the line. (Politicians have long memories.)

    Even so, if one were to invest it this niche industry with declining oil prices and increasing supply from onshore drillers, which of these will be the best bet for the next 3 odd yrs - SDRL, NADL, AWILCO & RIG? I read a gentleman mention a $20-24 range for SDRL. In what time frame? And, is that a realistic bet?

    What price would be a good entry point into above companies, factoring in a possible market correction within this time frame?

    Thank you, all!
    Sep 24 03:41 AM | 2 Likes Like |Link to Comment
  • 3 Reasons Why Stratasys Beats 3D Systems [View article]
    Hello, Igor & Riskrunner!
    I am a novice investor looking for a suitable entry. You both seem well acquainted with both these stocks so can you please advice: If one had to chose only one of these, which is the better proposition with a say, a 2-3 year investment horizon?
    Also the likely impact of a market correction on both, DDD & SSYS, should that come to pass in coming 2-3 yrs.
    Are current prices justified or would it be prudent to wait for a correction to enter?
    Thank you so much!
    Sep 20 01:03 AM | Likes Like |Link to Comment
  • Update: Primero Mining Revises Its Black Fox Production Guidance Downward, Increases Cost Estimates [View article]
    Thanks for the inputs! What would you suggest is a good price to enter Primero? (If at all PPP is worth entering!)
    As a corollary, do you expect miners such as PPP to perform better than gold in coming 12 months?
    Sep 16 10:18 AM | Likes Like |Link to Comment
  • GT Advanced Technologies: Is The Street Missing Forest For The Trees? [View article]
    To those of you who follow GTAT closely and are inclined towards technical analysis: At what level do you see the bottom? What would be a good entry point for GTAT? With what target price in what time frame?
    Thank you!
    Sep 16 08:00 AM | 1 Like Like |Link to Comment
  • Gold Headed Lower As Strong Dollar, Higher Interest Rates Loom [View article]
    Succinctly put, User 101!!
    Sep 16 07:44 AM | Likes Like |Link to Comment
  • Seadrill: Should You Double Down Now And Go All In Close To Seadrill's 52-Week Low? [View article]
    Long term we all are dead. Period.
    Long term we may all move to solar or nuclear or maybe even NG, who knows?

    'Long term' is ambiguous, duration depends on investing strategy of individual and window of life available to him within which he must maximise returns or hand over baton to NOK.
    Long term, gold is a sound investment for many. But it would be foolish to buy gold at 1800 in 2011 and keep holding and buying the dips, doubling down/tripling down as well (as many have last 2 yrs) knowing fully well that gold is now weak and trending down but not knowing how much lower gold may go. Same with SRL. Just because it's touching 52 week lows is not adequate justification to double down or keep holding blindly when we well know the market is soft and further downside cannot be ruled out in near future. If an investor can withdraw from SDRL and use the same funds to generate better returns elsewhere with similar risk (given current situation), surely he/she should.

    The bull is long in the tooth and bear market has not even begun! Experts say there is plenty of scope for the market to fall from here. Surely we should not expect SDRL to stay at 30 or rise in such an eventuality? I'd rather be out and buy in later when the probability of a bottom is higher than now. As for dividend, even that is not assured to maintain status quo 'long term'.
    The best!
    Sep 16 05:08 AM | 7 Likes Like |Link to Comment
  • GLD - Waiting On A Russian Rebuttal To The EU [View article]
    James,
    If you plan to buy & hold physical gold personally, then best that you buy somewhere close to where you are. Example: Say the cheapest and assured quality is available in Dubai. Consider the logistics costs of travelling, not to mention Customs, maybe import duties, etc. Any price advantage of Dubai will get wiped out by logistics of travel.
    Those companies I mentioned are all into holding physical fine gold bars on client's behalf; BV claims regular audit. But better you check and confirm for yourself.
    The best!
    Sep 15 10:06 AM | Likes Like |Link to Comment
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