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MustangMajor

MustangMajor
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  • Cannabis Stocks: What The Growlife Halt Means For The Industry [View article]
    As far as I know, all stocks halted by the SEC never recover from the
    grey sheets when the trading resumes. After the initial rush to be the
    first to dump, volume will trail off as sellers attempt to salvage anything
    they can and PHOT will go dark.
    Apr 15 11:00 AM | 3 Likes Like |Link to Comment
  • WTO backs U.S. over China in rare earths dispute [View news story]
    I think whoever penned this at Credit Suisse doesn't know much about the
    REE sector and next to nothing about the Chinese current ten year plan.
    Aside from the needs of the Chinese Electronic Industry for export and a
    growing domestic market, a look at the Chinese military budget tells the
    story. Throw in the idea that the budget announced is only half of the real
    amount planned, and a vigorous expansion of the space and clean energy
    programs, and you start to formulate the thought that China may need all
    of the REE it can produce. I can get snarky here and say that if you want
    to know what is going on in China it helps to read Chinese publications in
    the language and share some tea with Chinese friends who are graduate
    students at Cornell University but I won't. I will say that the big problem
    in China is pollution. The production of REE's by what was virtually a
    cottage industry of hundreds of little enterprises is being consolidated by
    the government in order to stop the smuggling, illegal mining and processing,
    and illegal trading. There are penalties for defying stop orders by the Party.
    In short, the outlook for REE's flooding the US market is zilch, and the
    outlook for companies that already have completed the facilities costing
    billions USD and that are in production, is excellent. I own Molycorp (MCP),
    Lynas (OTCPK:LYSCF), and a growing amount of Ucore (OTCQX:UURAF). the latter because
    it has Heavy REE, like Yttrium, access to shipping by water, and recently, the
    support of the State of Alaska (financing).
    Mar 26 11:45 PM | 2 Likes Like |Link to Comment
  • Is AT&T A Good Investment Over Verizon? [View article]
    I spend $350 a month on VZ and I'd love to switch, but it it's the only wireless
    system that works. I get TV signals with rabbit ears from Elmira, Binghamton,
    Syracuse, and Rochester NY. But I couldn't get one bar on a AT&T cell phone if
    I stood on my roof. I compared coverage maps online recently and VZ still wins.
    VZ had to borrow beg and steal to buy back it's 45% dividend from VOG and
    issued (diluted) with millions of shares to close the deal. I owned VOG for the
    dividends it paid before the Verizon deal, and I received 65 shares of VZ as a
    tax free dividend. As VOG is now debt free and flush with cash, it is still a better
    stock to hold for appreciation as the company is looking to expand in Spain, India,
    Africa, and China. If VZ starts to fall I'm selling it and buying more VOD.
    Mar 21 10:42 PM | Likes Like |Link to Comment
  • Molymet Increases Its Stake In Molycorp, Buyout Chatter Ensues [View article]
    It would take a book or two to answer your questions. But aside from
    the strategic angle, the Chinese are not easy to deal with once they
    have mineral rights within another countries borders. Many African
    countries are learning the true cost as we speak. And an example from
    our ally Australia: http://bit.ly/1nhFzay
    Feb 7 09:13 PM | Likes Like |Link to Comment
  • Facebook Teen Issues Magnified [View article]
    Just yell down your celler steps. The kids now live
    in the basement.
    Jan 21 12:59 AM | Likes Like |Link to Comment
  • Will Chesapeake Energy's Stock Continue To Trade Like A Turnaround Story? [View article]
    It is amazing how a company can recover when you no longer
    have a CEO that treats it like his personal piggybank.
    Dec 24 12:12 PM | 6 Likes Like |Link to Comment
  • Indian government holding off on Vodafone decision [View news story]
    I can't quite fathom why all of the time there is talk about
    maybe T will buy VOD? VOD is the better company with
    experience with dealings with Governments all over four
    continents. I'm for staying away from US Taxation policies.
    Dec 11 01:05 AM | Likes Like |Link to Comment
  • Apple launches iPad Air, makes more software free [View news story]
    Nobody ever mentions the aftermarket add-ons that we AAPL
    addicts purchase to trick out our devices. Docks, connection
    cords, protective and vanity cases and covers, frequently no
    longer work with or fit the upgrades. The margin of error for
    on line purchases from Amazon or the like are exponentially
    increased as the thickness or port locations change. Already,
    1meter 30 pin OEM charge cords are drying up. Counterfeits
    are so shabby they can break or start fires. It's expensive to
    retain our position as owners of the coolest stuff!
    Oct 22 04:49 PM | 2 Likes Like |Link to Comment
  • What To Expect From Vodafone As It Completes Its Acquisition Of Kabel Deutschland [View article]
    You give fair warning that the competition may be intense. But
    your last sentence sums up everything I need to know, in order
    to continue to hold. I originally bought a position as a dividend
    investor two years ago, just before the VZ purchase agreement
    I doubled my holding as a growth stock. Now I have decided to
    continue to hold post dividend as I think the emerging market
    in India and Africa outweigh any frightening scenario analysis
    that market gurus can come up with in regards to Europe.
    Oct 18 08:47 PM | 3 Likes Like |Link to Comment
  • Don't Sell Vodafone (A Rebuttal To Myself) [View article]
    I am familiar. Several years ago when cellular started to get
    available in my area I tried several carriers, and questioned
    everyone I talked to. I went with Verizon simply because it
    was the only one that worked. Every time. All the time. Within
    a few months I was their best salesman and everyone in my
    extended family all over the US uses VZ. It may not be the
    cheapest but I have found it to be faultless. I have heard all
    the stories about customer service, etc but when checking
    them out, it almost always the fault of the customer for not
    reading the contracts and terms, being too stupid to exist in
    a modern world, or they were dealing with a third party (like
    Walmart, Cricket) who were equally clueless, not a real VZ
    store. I never owned any VZ stock though, I bought VOD
    because of a better dividend And I could buy twice as many
    shares for the same money. I may sell my VZ shares that
    I receive as a dividend if I feel they may drop in value at
    that time. But there may be no hurry to do that, if one
    considers them an unexpected gift.
    Sep 6 09:50 PM | 1 Like Like |Link to Comment
  • Sell Vodafone, Buy AT&T [View article]
    Rip, I don't agree. Those who go through life flipping and
    trading while searching for the Holy Grail fear the killer
    bunny. Those like Warren and me buy solid companies
    that pay dividends and appreciate over time. VOD is not
    In any danger of falling, and while the extent of the upside
    can be argued, advice to sell in the face of daily gains is
    senseless. I think people that buy right now and hold for
    four months can realize a 18% return on their money.
    Sep 5 04:03 PM | 1 Like Like |Link to Comment
  • Sell Vodafone, Buy AT&T [View article]
    VOD opened lower and was down ~.80 by 10:00 EDT. In view
    of the great benefits to VOD stockholders as a result of the deal,
    could someone explain this to us confused investors?
    Sep 3 10:35 AM | Likes Like |Link to Comment
  • Verizon, Vodafone reach $130B deal on Verizon Wireless stake: WSJ [View news story]
    The IRS and the UK exchequer already are licking their
    lips at how they are going to spend a lot of that money.
    The VOD share of Verizon Wireless is a US-registered
    company, is it not? Obama has a new war to pay for.
    Sep 1 10:25 PM | 1 Like Like |Link to Comment
  • Vodafone: Value Without Verizon Wireless? [View article]
    Nice article. When I chose to invest in VOD instead of VZ over
    two years ago, the share price of both was ~ $27-29 but the
    VOD dividend convinced me that it would be the better choice
    for my investment goals. The rise in VZ stock value over time
    has shown that not to be the case. Share buy backs have not
    materially improved the VOD value, the dividend is not likely to
    improve, and I have doubts about competing with state supported
    providers in China. I believe the time may be at hand to roll the
    investment over to VZ, since I need supplementary income to
    my retirement as taxes and other costs continue to skyrocket.
    Aug 31 12:25 PM | Likes Like |Link to Comment
  • 3 Reasons Nuance Is Still A Buy [View article]
    Thompson Reuters gives it a high-low-mean of $25-21.30-18
    with 17 companies giving it a hold. S&P has 7 companies
    giving a hold, 10 companies a buy, and a fair value of $22.
    Apple announced a date for iPhone 6 and iOS 7 on 9/10/2013.
    I added at $18 anticipating $23 by October. Let's see who's right.
    Aug 13 01:15 AM | 2 Likes Like |Link to Comment
COMMENTS STATS
85 Comments
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