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  • Investing in the Middle East: A New Frontier Heats Up
    beware of that trap! These "markets" in the middle east are not the road to riches but to ruin. highly manipulated stock markets, nepotism, corruption and intransparency all around. tainted goods come to my mind.
    Aug 26 07:48 am |Rating: 0 0 |Link to Comment |View article
  • Leveraging Up on Precious Metals Ahead of Fed Meeting
    @User 52095: Ted Butler talks about the ishares-silver (SLV). Not a single word about Silver Wheaton (SLW)
    Aug 26 07:46 am |Rating: 0 0 |Link to Comment |View article
  • Dividends Show Differences Between Financials
    dividends have been raised at ACAS, which I consider to be superior to any of the stocks mentioned in the article.
    and looking at stocks like LEH and AIG it is pretty obvious that dividends were raised contrary to the companies' fundamental shape just to keep/attract investors.
    Go figure.
    Aug 26 07:34 am |Rating: 0 0 |Link to Comment |View article
  • Is It Finally Time to Buy Moly?
    'Clearly, there are a lot of high expectations built into the moly industry.'

    Hm, well, the industry obviously expects the bull market to last for quite some time. But what about the stocks? Thompson creek sits at almost an 18 month low trading at a TTM p7e of 12 and a forward one in the single digits. That#s not what I would call high expectations built in - at least not into the stock price.
    fact is, they have been slaughtered along with most other miners. Are they cyclical? of course. is new supply coming , you bet. But what are they priced for? well, for global recession and end of the minerals and commoddities boom.
    problem is, demand will continue top outstrip supply based on the non-cyclical longer term trends that you mentioned (oil pipelines,nuclear, emerging markets infrastructure build-out).
    I could understand your hesitation if the stocks were sitting on multiyear highs. But they aren't.
    surprises in their stock prices will be to the upside - not to the downside, imho.
    Aug 26 06:34 am |Rating: 0 0 |Link to Comment |View article
  • Coming Bull Market in Financials: A Few Items Portending the Turn
    Tom, I like to read your contrarian view, but may I put your forecasting skills a bit into perspective? First Marblehead - you rode it down from the 30s to the low single digits to finally throwi in the towel a few weeks ago.
    Indymac! Indymac? Your fund owned a ton of it 2 months ago. I can't know when you sold it - right before they went belly up or a bit earlier, but it doesn't matter muich anyway. truth is, you bought and held onto one of the worst banks out there and ob