Chemist29

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  • Pengrowth Energy, Gold Miners ETF: Value in Commodities
    PGH Just recently cut their divvy (distribution) by 25%, hopefully further reductions will not be necessary, but we'll see. They also did not raise their dividend during the massive rise of oil to 147, and they are reducing capex so it seems like a good play to me. Plus, they have significant amounts of oil/gas hedged at around 80 and 90, somewhere around 40-50%? Not sure about that too lazy to check.
    Jan 01 09:55 am |Rating: +4 0 |Link to Comment |View article
  • Aetna's Supposed Healthcare IT Prowess: The Bar is Set Awfully Low
    Haha, sometimes I forget how efficient the private sector is. Experiences like this (which are not difficult to find, everyone i've talked to has them!) really underscore the fact that health insurers might be the one of the worst run businesses. Cable companies give them a run for their money.
    Dec 24 12:02 pm |Rating: +3 0 |Link to Comment |View article
  • GE at a Crossroads: Business Model Becoming Obsolete
    What is GE's competitive advantage? Cost of capital. GE borrows money cheaper than even Berkshire Hathaway because of its credit ratings, this low cost of capital allows GE to finance companies buying of the big ticket items like locomotives, turbines, etc etc, thereby giving a steady revenue stream which supports the ratings. How is that a flawed model?
    Dec 07 20:29 pm |Rating: +2 -1 |Link to Comment |View article
  • Why Battered Cemex Looks Like a Great Contrarian Buy
    I've had my eye on cemex as well, but what about recent issues involving the peso weakening but with its debt in euros and dollars and what not. Plus they had some derivative losses... I think its a great company but they have a lot of debt and I guess there are issues with their ability to service the debt
    Oct 27 15:08 pm |Rating: 0 0 |Link to Comment |View article
  • 60% of Google Employee Stock Options Are Drowning
    Look elsewhere? Where?
    Oct 10 13:11 pm |Rating: 0 0 |Link to Comment |View article
  • Four Stocks Worth Following
    Be careful of PFE's dividend. There are reasons PFE's share price is in the dumps. It starts with l and ends with ipitor. And its going off patent and PFE has no pipeline.
    Oct 05 17:37 pm |Rating: 0 0 |Link to Comment |View article
  • Financial Crisis Hits REITs ETFs Hard
    Llook at the one year on VNQ, but it hasn't done much, which goes to say maybe it has a lot of bad news priced in? It took its blows at the end of 07 obviously, but if u had invested at the beginning of the year with dividends you'd be even, not terrible considering YTD market is much worse...
    Sep 22 21:50 pm |Rating: 0 0 |Link to Comment |View article
  • Top Market Cap U.S. Banks: A Long Term View on Value
    Where were you on July 15th? I bought USB then, locked up a 7.8% yield and have gained 50% in stock appreciation. Buy on weakness. Only mistake, not buying more companies
    Sep 08 17:29 pm |Rating: 0 0 |Link to Comment |View article
  • Sell-Side Analyst on Fannie: A History of Being Wrong
    Does the carpenter blame his hammer? The tools aren't broken.
    Sep 08 13:56 pm |Rating: 0 0 |Link to Comment |View article
  • Fannie, Freddie Headed for Conservatorship
    When the news is officially announced, the dow will rise 400 points, you guys are all nuts.
    Sep 06 14:48 pm |Rating: 0 0 |Link to Comment |View article
  • Bear Markets Uncover Value
    Thats where dividends come in!
    Sep 05 17:41 pm |Rating: 0 0 |Link to Comment |View article
  • Is the Market Going Up From Here?
    Its called dividend stocks! Buy and hold long term and all will be well
    Sep 01 18:29 pm |Rating: 0 0 |Link to Comment |View article
  • Investing in Water - It's Not Just for Drinking
    water is not the oil of the next century. there is a lot of water around. And as keithfeather mentioned, just takes some energy to fix it. Same can't be said about oil, although as an investment opportunity, its interesting
    Aug 28 14:40 pm |Rating: 0 0 |Link to Comment |View article
  • Possible Lehman Bid Nixed by Korea
    1 or 2 blind dates? how is it a blind date after 1...just thought I would point out a bad joke. Hopefully he regulates korean financial institutions better than he makes jokes.
    Aug 26 11:58 am |Rating: 0 0 |Link to Comment |View article
  • GE: Exceptional Total Return Potential at the Current Price
    GE is a good company, it makes boatloads of money, but oh wait, the stock price does nothing. Stay away from GE, there are better stocks elsewhere. Its just too hard to exceed expectations, and that's why GE stock doesn't do anything. Another example is MSFT
    Aug 25 09:58 am |Rating: 0 0 |Link to Comment |View article

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