Life Happens...as Well As Other Stuff... [View instapost]
"Wait on the Lord; Be of good courage, And He shall strengthen your heart; Wait, I say, on the Lord!"....psalm 27:14
"He who dwells in the secret place of the Most High Shall abide under the shadow of the Almighty. I will say of the Lord, “He is my refuge and my fortress; My God, in Him I will trust.” Surely He shall deliver you from the snare of the fowler And from the perilous pestilence. He shall cover you with His feathers, And under His wings you shall take refuge; His truth shall be your shield and buckler. You shall not be afraid of the terror by night, Nor of the arrow that flies by day, Nor of the pestilence that walks in darkness, Nor of the destruction that lays waste at noonday. A thousand may fall at your side, And ten thousand at your right hand; But it shall not come near you. Only with your eyes shall you look, And see the reward of the wicked. Because you have made the Lord, who is my refuge, Even the Most High, your dwelling place, No evil shall befall you, Nor shall any plague come near your dwelling; For He shall give His angels charge over you, To keep you in all your ways. In their hands they shall bear you up, Lest you dash your foot against a stone. You shall tread upon the lion and the cobra, The young lion and the serpent you shall trample underfoot. “Because he has set his love upon Me, therefore I will deliver him; I will set him on high, because he has known My name. He shall call upon Me, and I will answer him; I will be with him in trouble; I will deliver him and honor him. With long life I will satisfy him, And show him My salvation.”.....psalm 91.
'Be still, and know that I am God;"....psalm 46:10
Food, Part 1: Agriculture Means Growth And Income [View article]
"Once you eat better pork and chicken, you are not going back to soup..."........i like this line.
if you have access to the singapore stock market, you can also consider Olam, Noble Group, and Golden-Agri. more direct path to the asian economies.
also, if you have access to the canadian stock market, you may want to consider Feronia, one of Africa's largest agriculture land owners and producers.
on seeking alpha, both writers and commenters alike are deeply divided on the direction of future natural gas prices. i am long on ERF.
being in the camp that believe the market low has already been in place, i was pleasantly surprised when i read "According to long range expert Joe Bastardi, there is a significant chance for cold winters to come in the upcoming years".
my question is, assuming that the next winter season turns out to be just as warm as the previous one, then how low do you think natural gas prices will go?
thanks for your reply in advance, and all the best.
thanks for an information based article on canadian oil sands.
you have crunched the numbers that clearly justify your views, as opposed to giving an opinion without much supporting data. this level of detail is sometimes rare on seeking alpha. good job.
i have started setting up a long term canadian stock portfolio with an emphasis on monthly paying dividend stocks. long on ERF, FRU and KAT.....and hoping to add several others as the market goes down (shortly?).
all the best and looking forward to more articles on canadian stocks from you.
God Bless.
(oh and elb, i am with interactive brokers that provide direct access to TSX).
you are definitely the best analytic writer on seeking alpha!
on a strong pull back, i would be seeking to buy both equal energy and gasfrac energy, and this is based mainly on your articles.
with your calculated nav being about 3 times the share price, then from an amateur viewpoint, wouldn't the best way to unlock shareholder value be to simple wind up the company and dispose of all its assets, preferably when natural gas prices rises ?
Stability Of The European Union (17) January 1, 2013 To March 26, 2013 [View instapost]
i am thankful and do appreciate you taking the time and effort to update your european focus blog.
any predictions on where the european stock markets are heading to in 2013?
(btw i love the picture you use - mouse and cheese....definitely one of the funniest pictures on this site).
Life Happens...as Well As Other Stuff... [View instapost]
Be of good courage,
And He shall strengthen your heart;
Wait, I say, on the Lord!"....psalm 27:14
"He who dwells in the secret place of the Most High
Shall abide under the shadow of the Almighty.
I will say of the Lord, “He is my refuge and my fortress;
My God, in Him I will trust.”
Surely He shall deliver you from the snare of the fowler
And from the perilous pestilence.
He shall cover you with His feathers,
And under His wings you shall take refuge;
His truth shall be your shield and buckler.
You shall not be afraid of the terror by night,
Nor of the arrow that flies by day,
Nor of the pestilence that walks in darkness,
Nor of the destruction that lays waste at noonday.
A thousand may fall at your side,
And ten thousand at your right hand;
But it shall not come near you.
Only with your eyes shall you look,
And see the reward of the wicked.
Because you have made the Lord, who is my refuge,
Even the Most High, your dwelling place,
No evil shall befall you,
Nor shall any plague come near your dwelling;
For He shall give His angels charge over you,
To keep you in all your ways.
In their hands they shall bear you up,
Lest you dash your foot against a stone.
You shall tread upon the lion and the cobra,
The young lion and the serpent you shall trample underfoot.
“Because he has set his love upon Me, therefore I will deliver him;
I will set him on high, because he has known My name.
He shall call upon Me, and I will answer him;
I will be with him in trouble;
I will deliver him and honor him.
With long life I will satisfy him,
And show him My salvation.”.....psalm 91.
'Be still, and know that I am God;"....psalm 46:10
Weighing The Week Ahead: Decision Time? [View article]
thanks for your articles. i always appreciated a writer who states clearly where he feels the market is going.
may God continue to bless and keep you, and your family, in 2013!
happy holidays.
Wall Street Breakfast: Must-Know News [View article]
while i thoroughly enjoy this site...that is way beyond this amateur means. sigh.
sad to say, the door is now open for other sites to come in with their free version of 'seeking alpha'.
in any event, wishing seeking alpha (including pro) success.
2 Things To Do And Not To Do When Your Investment Thesis Proves Wrong [View article]
you are truly a man of honour for willingly and openly admitting your thesis, that you adamantly defended for several months now, was incorrect.
you have my respect. God Bless.
Spain And Italy's Faustian Bargain With Germany [View article]
sports and the stock market......both always keep me humble. :(
Spain And Italy's Faustian Bargain With Germany [View article]
didn't read the article as yet....going to watch euro 2012 final (football / soccer).
....what i do know is italy beat germany in the semi-final.....and italy is going to beat spain in the finals !!!
italia !!!
The Start Of The 2012 End Game Is Upon Us [View article]
asking him politely, may help you get the answer though.
The Start Of The 2012 End Game Is Upon Us [View article]
oil is already under $80. under your scenario, how low do you think oil will eventually go?
thanks.
Enerplus Cuts Its Dividend In Half [View article]
analyst and shareholders alike has been begging to cut the dividend since the beginning on the year - management gave little response.
stock price has been falling steadily, without management releasing any information to stem the decline.
and as evident by this thread and similar ones, shareholders are a bit clueless on the way forward.
once their is no chesapeake issues, i am in for the long.
again, ERF management needs to give the shareholders the comfort that they know what they are doing.
Food, Part 1: Agriculture Means Growth And Income [View article]
if you have access to the singapore stock market, you can also consider Olam, Noble Group, and Golden-Agri. more direct path to the asian economies.
also, if you have access to the canadian stock market, you may want to consider Feronia, one of Africa's largest agriculture land owners and producers.
Natural Gas: Timing Is Everything [View article]
on seeking alpha, both writers and commenters alike are deeply divided on the direction of future natural gas prices. i am long on ERF.
being in the camp that believe the market low has already been in place, i was pleasantly surprised when i read "According to long range expert Joe Bastardi, there is a significant chance for cold winters to come in the upcoming years".
my question is, assuming that the next winter season turns out to be just as warm as the previous one, then how low do you think natural gas prices will go?
thanks for your reply in advance, and all the best.
God Bless.
Canadian Oil Sands Is Undervalued [View article]
thanks for an information based article on canadian oil sands.
you have crunched the numbers that clearly justify your views, as opposed to giving an opinion without much supporting data. this level of detail is sometimes rare on seeking alpha. good job.
i have started setting up a long term canadian stock portfolio with an emphasis on monthly paying dividend stocks. long on ERF, FRU and KAT.....and hoping to add several others as the market goes down (shortly?).
all the best and looking forward to more articles on canadian stocks from you.
God Bless.
(oh and elb, i am with interactive brokers that provide direct access to TSX).
Gasfrac Q1 Update - Comments [View instapost]
the 20% drop today with GFS is the perfect price to start buying shares.
i purchased both GFS and EQU today. when the overall market continues to tumble over the next few months, i will be accumulating more shares.
as i strongly believe both companies are take-over targets, regardless of the management direction.
please keep your updates coming.
God Bless.
Equal Energy Vs. Its Shareholders [View article]
on a strong pull back, i would be seeking to buy both equal energy and gasfrac energy, and this is based mainly on your articles.
with your calculated nav being about 3 times the share price, then from an amateur viewpoint, wouldn't the best way to unlock shareholder value be to simple wind up the company and dispose of all its assets, preferably when natural gas prices rises ?
thanks for your reply in advance.