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Econovan

Econovan
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  • Kinder Morgan - The Time To Buy Is Now [View article]
    "MLPs should gain more favor with investors and the government as they are usually safer, more cost-effective, and faster at transporting commodities."

    MLP is a tax structure, I think you meant something like "Pipeline operators"? KMI is not an MLP right?
    Jul 29, 2015. 01:04 PM | Likes Like |Link to Comment
  • Gilead: Buy The Dip Before Tuesday's Results [View article]
    Is GILD headquartered in Missouri? Sure seems that way sometimes.
    Jul 29, 2015. 10:54 AM | Likes Like |Link to Comment
  • Gilead Sciences Beats And Guidance Raise Give It Room To Run Upward [View article]
    Good article, well balanced. I appreciate having an explanation for GILD undervaluation, instead of just the rosy stuff. Thanks!
    Jul 29, 2015. 10:53 AM | 2 Likes Like |Link to Comment
  • Gilead Q2 top line up 27%; EPS up 33%; revenue guidance raised [View news story]
    Wow you guys need jerseys and face paint!
    Jul 28, 2015. 05:05 PM | 3 Likes Like |Link to Comment
  • Why Cummins Stock Is An Opportunity Right Now [View article]
    Thanks gfmn2000, exactly. The market seems to be pricing in a much slower growth rate, so why don't the analysts reflect that sentiment? I have found that usually the market is right and the analysts are either wrong or too slow to react to changing conditions. However, I'm long CMI hoping the market is wrong this time.
    Jul 18, 2015. 03:31 PM | Likes Like |Link to Comment
  • Why Cummins Stock Is An Opportunity Right Now [View article]
    In an article like this, I would like to know why you think the price is such a bargain. Usually there is a reason like pending litigation or some future event that is suppressing the price. Perhaps exposure to China and mining company customers is the reason? In that case I don't see that in the growth forecasts either so the PEG ratio is a mystery to me.
    Jul 16, 2015. 12:08 PM | 1 Like Like |Link to Comment
  • Why Cummins Stock Is An Opportunity Right Now [View article]
    SQM - Sociedad de Quimera y Mineral? Perhaps you are replying to the wrong thread?
    Jul 16, 2015. 12:06 PM | Likes Like |Link to Comment
  • Why Buy Rock-Tenn When You Can Consider International Paper? [View article]
    What's wrong with Westrock post merger? Nothing but red lately.
    Jul 9, 2015. 12:47 PM | Likes Like |Link to Comment
  • A Revised Calculation To Uncover Dividend Growth Potential [View article]
    I would suggest that dividend growth generally will slow down for at least a few years because those increased payouts have been fueled by low interest rates, causing companies to borrow instead of retaining earnings for growth. I hate to say it, but if the scales tilt the other way, some may even be forced to cut dividends or at least freeze increases. This is one of those areas where the piper has yet to be paid for the Bernanke experiment.
    Jun 23, 2015. 09:57 AM | 1 Like Like |Link to Comment
  • Bullish Or Bearish? What Do The Charts Say? [View article]
    Lance, I think in the long term that there will be labor surpluses that continue to constrain wage growth and keep a lid on inflation. Thus any strong growth will probably be absorbed by an ample supply of fresh young talent from around the world, coming online, getting educated and increasingly location agnostic.

    Thus central banks will probably maintain low rates for as long as I can see in the future and beyond. The only thing to stop this merry go-round will be when material surpluses finally get absorbed by growing demand and their prices become the primary factor in a high-inflation environment. At that point high rates won't stop inflation without crushing the world economy (think 1982), so between here and there I wouldn't go too long anything without some inflation hedges. Agree?
    Jun 19, 2015. 09:47 AM | 2 Likes Like |Link to Comment
  • Fed At Risk Of Missing Window To Hike Rates [View article]
    You are right, but in a way that 1.2% number makes my earlier point. We were so depressed at the end of 2008 that we should have had much more bounce-back since then. If you average the growth across that recession and the recovery, we are still way below a normal 10-year growth rate and overdue for better growth ahead, given the right regulatory environment.
    Jun 12, 2015. 10:07 AM | Likes Like |Link to Comment
  • Exxon Mobil's Backwards Mindset Will Present Problems [View article]
    I didn't see comments to this effect, but the real threat to companies like Exxon is not from renewable energy, but from electric cars and advances in battery tech like Tesla is doing. This article seems to be just an environmental delusion. I hope solar tech does advance, but I don't see that as ever threatening Exxon.
    Jun 11, 2015. 10:32 AM | 1 Like Like |Link to Comment
  • Fed At Risk Of Missing Window To Hike Rates [View article]
    Consider this as an alternative scenario: the economy has been constrained by an anti-business federal government ever since the crash, so there may still be pent up demand for growth in the system. Who says we ever came out of recession in 2009-2010? Maybe we just bounced off the bottom but are still well below our true growth potential if some people and policies were replaced at the national level. In that case we're due for a recovery instead of recession in the next couple of years! OK, that was my "rose colored glasses" moment for the day.
    Jun 11, 2015. 10:21 AM | Likes Like |Link to Comment
  • Is LyondellBasell Stock Worth Considering Right Now? [View article]
    If I were an insider I would schnitzel a few shares after the huge run.
    Jun 4, 2015. 06:10 PM | 1 Like Like |Link to Comment
  • Banks named in FIFA scandal [View news story]
    Hmmm, FIFA. Latin America. Third world countries. Bribes. Ever tried to do business in these countries without bribing public officials? Banks are named because they have deep pockets and are proven to be patsies for government lawsuits. Next!
    May 28, 2015. 09:51 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
138 Comments
179 Likes