alertmeipp

What's the "should be" price for house in Vancouver? What's the "should be" price for MSFT? What's the "should be" price for BRK? What's the "should be" salary for you? Seldom driven by pure Demand and Supply... I thought we are all know the should be price mostly likely won't be the price and the should be price is not the price XOM wants. I think he wants to re-direct some heat.

I too knew the oil correction but didn't know it will bring SD all the way to 10 bucks. I think part of the SD is Tom is again being aggressive on drilling. Market hates uncertainty and Tom just introduce one - the funding gap. Last few days sucks, but I love the price though.

There is real demand for things like oil and copper. not sure about Gold and silver tho.

Nothing go straight up, but this correction is fierce especially on oil stocks. But once they figure out how the 12 cap ex will be funded, we will be fine. The math is actually pretty straight forward, with 24 rigs (average) in 12, they can do a few 300 millions worth of royalty trusts annually. 300 millions = 42k acre. And they have 1million acres. I do realize there is drilling cost. But for 7B EV, we are not paying much for rest of the co and the natural gas assets! And once those trusts are formed, cash flow to the company will be quite amazing.

Shane, "Experience is what you get if you don't get what you want". I too want to get into investment industry, but just passed mid 30 with no CFA, no MBA nor even a finance degree with kids... I feel it's too late. :'( All the best to you and others trying to get their dream jobs!

Just notice MERC is back under 13. I may get some.

What type of shareholders... those who are using 640x768? I think they just have a not-so-strong IT department (at least on website development) or they have picked the wrong contractor for the job.

well.. at least the BRK website used up the real estate.. FFH's is targeting toward 640x768 resolution. Nothing serious. But it seems out of touch.

Just be happy. ;D Be water, my friend.

LOL. Remember I own those craps too. ATPG trading at 16 is puzzling. I thought we are going to mid 20 after the permits. Well, when the cash flows, the debt goes, pps will take care of itself. I can wait. Your Leaps will be fine. ;D

I can do better than that... :P

Myth, place the same bid tmw at 1.6 - I will get you some if we don't pop tmw. ;D

The theory about shorting EUR is if I am German and France, why the hell I want to use my own money to save the PIGGS. German won't do well with sky-rocketing EURO.

Long Term, CDN just can't afford the high loonies. It will turn Canada into a commodities-export only country. The tension between West and East will expand. When the natural resources run out, what's left?

yet EURO is not taking a hit at all. This will end badly but until then, let's ride.

So if I bot some stocks and then post a message on this board about it to tell other ppl to buy it too. Is that insider trade? He wasn't really an "insider" when he bot the stock, right?

Given a chance - which company will you work for.. Technical position.

nice insider activities. Very tempted to add more. Their Q1 should be pretty solid.

In Canada, if you sold all related securities - you can claim your lost as the lost will be added to your cost basis.. Not sure about US tho.

Energy is not a big part of the equation. What's happening in Japan may cause some supply issues tho... although I can't find anything that indicate the extent.

nice to see some actions. I may consider adding to my positions if they continue - right now, the size is still small.

Come on - AIG can stand that no problem. It's backed by US.

man, I see lots of macro and timing talk from him. ;D

but having said that - some stuffs in Japan are cheap. ;D Very tempted.

Yen's uprising may cause ppl to close carry trade. Plus Jap is a big buyer of Treasury, now they will be out for a while. This won't be pretty.