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yeti786

yeti786
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  • Protecting Your Equity Portfolio For Less - Part XIV [View article]
    Chief, as usual, thank you for helping novices like me steer better. Much obliged!
    Wondering: If you had to shortlist say only 6 from your list of 16, which would you pick?
    Thanks again!
    Apr 10 12:23 AM | Likes Like |Link to Comment
  • Questcor's Quagmire: Despite Rally, Risk Still Exists [View article]
    "Questcor's Quagmire: Despite Rally, Risk Still Exists". Misleading title.
    More appropriately it should read: "My Quagmire, Risk Fully Exists...' Hope you and Citron are doubling down today; after all, isn't it still is too good to be true, QTH?
    I would not be surprised at all if Citron comes up with another creative piece sometime this week which you will drumbeat.
    Time you stopped misleading he public.
    Apr 7 01:16 PM | 2 Likes Like |Link to Comment
  • The 'Crowd' Is Bullish Gold And Silver: Should You Be? [View article]
    Avi:
    Thank you for your update. As usual I look forward to your shining beacon in this tunnel...!


    Gumpy Penguin:
    If gold is dog crap, what should a collector of dog crap be known as? What do you think could be the psychological profile of such a person? If you are led by dog crap collectors what does that make you? Find out and tell us all; also you may like to educate and reform US leadership who are assiduous collectors of dog crap. Specifically they hang onto German dog crap, have confiscated Libyan dog crap and lately, made a successful pitch for Ukrainian gold (sorry dog crap) which I hear has shifted from Kiev to NY for 'safe keeping'; actually its the price UA has paid in exchange for Western support. Crafty negotiators, these Ukrainians, what?! Imagine - securing hard to come by US and EU support in exchange for dog crap!
    All in light humour, friend, lest you really get gumpy...! However, the underlying facts are true. The best to you!
    Mar 18 09:43 AM | 2 Likes Like |Link to Comment
  • Sovaldi's Terrific Launch [View article]
    The stock market is richly valuated. Bio tech stocks even more so. A significant correction seems imminent according to a lot of market watchers. Just wondering... is this buy and hold market, especially for bio-tech stocks?
    Mar 17 12:51 PM | Likes Like |Link to Comment
  • Will Russia Continue To Affect Gold And Silver Prices? [View article]
    Omar Bradley says Ukrainian gold is now in New York. Interesting, if true! Seems UA has paid USA in advance for Western support! Does not say much for Ukraine's new leadership to let go their gold so easily. Forever. (Ask Germany.)

    I wonder - why to NY, why not London or Paris or Bonn, all equally safe places closer home, part of EU they aspire to?

    Again it shows how desperately USA is seeking to retain or nab gold from all possible sources - Germany, Libya, now Ukraine are recent successful attempts(Syria somehow slipped out, Venezuela proved outright too smart, about Iraq and Afghanistan I do not know) - whilst officially proclaiming gold is useless as a store of value or an alternate currency.
    Mar 12 10:38 AM | 1 Like Like |Link to Comment
  • Crimean And South China Sea Crises Causing Spike In These 5 Metals [View article]
    Thank you, Jeb, for your inputs.

    Rinascimento, as I see it, the US has all the oil it will ever need to fly their jet fighters globally; and all the uranium to fuel their nuclear subs across the Seven Seas. What it does not have is the legal authority or the moral support of most peoples globally to do so. (Neither has of course stopped USA from entering Iraq, Sudan, Afghanistan, Libya, lately Syria [indirectly] or any other country that holds significant oil & gas resources and is inimical to US interests. Demand to be paid for oil in gold or Euros is deemed just so.)

    Ukraine is one more pawn in the Cold War which many naively believe ended with Gorbachev's 'glasnost'. Only, this pawn has the potential to reach PQ8.

    Crimea is to Russia what the Panama Canal is to USA. Obama trying anything fancy in Crimea is going to end up 'A Bridge Too Far'. Or another 'Bay of Pigs' at the very least.

    More than Russia needing hard currency (they can always get into barter agreements with most of Asia/Africa, infact they already have such arrangements in place with Iran and China, and maybe India too), Europe needs Russian gas & oil. Today, EU blowing hot air over Ukraine is courtesy Russian gas!
    Mar 7 03:54 AM | 6 Likes Like |Link to Comment
  • Questcor - Let's Compare Numbers [View article]
    Whilst not disputing this article, there is a need to view QCOR without rose tinted spectacles.

    Its value and future worth as given here are moot if the drug is likely to be pulled out by Govt agencies in the foreseeable future - as claimed by Citron and other writers who cover QCOR.

    Fact is it has a remarkable short float.
    Fact is some Govt sponsored investigations are underway.
    Fact is Citron and their ilk have been efficiently bashing QCOR's reputation to the ground in terms of efficacy of medicine and business practices.
    Fact is the negative news has been published on/around earnings day last two times. I am not inclined to believe in such a coincidence.

    One cannot just wish away or ignore all this negativity around QCOR. It must be faced and accepted or neutralised by QCOR Mgmt.

    I am not aware of any concrete steps taken by QCOR to assuage investor concerns on these aspects. The old axiom comes to mind - where there is smoke there is fire - especially if QCOR continues to maintain a low profile, remain more or less mum on these allegations and just trundle along. I see virtually little active effort to address these various allegations or clear their reputation or defend their stock price.

    I may not be as well informed as some others here so am open to correction. (Maybe they have made an effort I am unaware of, because of which the stock price is at 65 not 35....!

    Cheers!
    Mar 6 11:56 AM | 2 Likes Like |Link to Comment
  • All Aboard The Short Squeeze Express: VirnetX Prevails Over Apple [View article]
    Very pertinent question, Manix. it's been on mind too. Anyone who can shed light on this?
    Mar 4 11:27 AM | Likes Like |Link to Comment
  • The Federal Reserve, Janet Yellen, QE And Gold [View article]
    Hello, Mr Kirtley!

    I always look forward to your articles. They usually elicit some interesting comments too!

    Mavos114:
    You say you prefer to invest in GLD, it being safe and sure. Is GLD 100% backed by physical Gold and not promissory notes, Mavos? You sure? If so, maybe you want to convince Mr E Sprott and several other people of his stature? Maybe you'd like to read the small print in the GLD contract notes and get it interpreted by a lawyer to really understand its legal interpretation. (I - like Mr Sprott and his ilk - can always benefit from a re education. I may sound sarcastic but I do mean it!)
    Next, if you find keeping physical gold a stress you may like to look at services offered gold vaults; one that readily comes to mind is BullionVault (lower than average storage costs), but there are others.

    Lastly, on a more general note, there is a lot of talk of inflation, QE, tapering, real interest rates, etc that impact gold price. I have a simpler view: If there are credible reasons to believe that football, boxing, cricket, racing, stock market share prices, LIBOR and forex rates and politicians in most countries can be 'fixed', (infact, most activities which involve loads of moolah) it would be naive of us to exclude the historically most coveted and valued of all currencies - gold. And this manipulation is even acknowledged in an off-handish manner by the very people who do - they disarmingly but accurately call it the London 'Fix'. If indeed gold price is fixed to favour certain interests, then all other factors used to explain or rationalize gold price swings are rendered inconsequential.

    The only way to beat this manipulation is to hold physical gold, not paper promising the moon but actually delivering lead. Those who play with paper may as well play with chips at Vegas. When those chips are down the man who holds gold in hand and not re-re-re transferred IOUs will win. So long as paperplayers remember that the are more gold IOUs floating in the market than real gold to back them all....
    The Defence rests!
    Mar 1 05:09 AM | Likes Like |Link to Comment
  • Don't Let Questcor's Short Squeeze Fool You, Major Risk Remains [View article]
    QTR:
    As you say - an ideal shorting opportunity.... Sure, to me too this opportunity looks too good to be true....
    Meanwhile, you claim to be short from 60. Did you expertly cover at 50, turn around and ride it to exit yesterday at 76? Now you've added Puts... as in bought or sold them?! Curious - what percent of your portfolio do you risk getting wiped out in case this short opportunity as you analyse it turns out as you say - too good to be true?!?
    Anyway, thanks for helping the squeeze along...! The best!
    Feb 18 10:57 PM | 4 Likes Like |Link to Comment
  • Verizon: One Of The Best Dividend Stocks? [View article]
    Hello, Coyote Ford!
    Ref your earlier comment on bank interest. For info, in Romania one can get 4.5% from a bank 100% guaranteed against default; in Ukraine more than 16% - if you can trust a bank! Indian banks routinely offer 9% with no defaults in that country to date.... Many reasonably reliable companies there offer corporate FDs at 11-12%. And inspite of this Indians prefer to buy gold!
    Cheers!
    Feb 18 09:07 AM | Likes Like |Link to Comment
  • Gold And Silver: Are Shorts About To Panic? [View article]
    Avi, thanks for the update; impressively, gold is conforming to your predictions over few weeks. You have mentioned in passing that miners may not behave in similar fashion to gold price. Can I request you to to give us a feed back on how you see PM miners behaving in coming weeks or months? How do you expect them to react in the short term as gold creeps up to your target of GLD 136? And thereafter, as gold dips to your secondary target of 100 and silver to 17? Do you expect them to follow the general trend of the market or move differently? Be obliged for your inputs please!
    Feb 16 11:44 AM | Likes Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part V [View article]
    Thanks for the previous article, K2O2. Shall keep an eye out for the next one.
    Feb 16 10:35 AM | Likes Like |Link to Comment
  • Protecting Your Equity Portfolio For Less - Part V [View article]
    Hello K2O2!
    Thank you for such interesting pieces.... very refreshing slants, much obliged!
    What do you think is likely to happen to gold/silver stocks in a downdraft? Can they prove a useful/predictable hedge?
    Wish you well as usual.
    Feb 15 03:47 PM | Likes Like |Link to Comment
  • VirnetX Is Tightening The Noose Around Apple [View article]
    Hello all!
    Tom, thank you for the latest update.
    22vesta: Would be grateful if you can educate me on how I could hedge a long position in VHC using Calls and Puts!
    The best to all of you, come D Day (3rd Mar)!
    Feb 15 12:04 PM | Likes Like |Link to Comment
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