tag:blogger.com,1999:blog-7131761677406025498.post6513635946461119098..comments2023-10-22T07:29:23.630-04:00Comments on EconBlog Review: Two New Posts on The Daily Capitalist, and Comments on President Obama's Leadership"DoctoRx"http://www.blogger.com/profile/07864962793726539567noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7131761677406025498.post-21515239177625518022012-05-22T01:51:28.622-04:002012-05-22T01:51:28.622-04:00As it is being overloaded day by day.and for this ...As it is being overloaded day by day.and for this they are saving all their files and documents and all other things in a safety specific place.So that they can have that in time.<br /><br /><br /><br /><br /><br /><a href="http://www.computervalley.ca/tv-media/audio-electronics/speakers/multimedia-speakers" rel="nofollow">pc speakers</a>Johnmark1478https://www.blogger.com/profile/00462412041584954154noreply@blogger.comtag:blogger.com,1999:blog-7131761677406025498.post-60431651478745778282011-07-01T02:36:50.454-04:002011-07-01T02:36:50.454-04:00Sundar- DoctoRx here. I really like ALD. There al...Sundar- DoctoRx here. I really like ALD. There also are EMB and PCY, which I have not researched yet. I am also bullish on Aussie interest rates going lower, but you can't separate that from the likely drop of AUD vs USD. IF the ECRI is correct that global industrial output is about to peak right around now, then since the US has de-industrialized, IMO it sets the USD up for a counter-trend rally.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7131761677406025498.post-74858557236325181242011-06-30T01:33:24.591-04:002011-06-30T01:33:24.591-04:00(Sundar)
Dr,
Thanks for your reply. Yeah I do agr...(Sundar)<br />Dr,<br /><br />Thanks for your reply. Yeah I do agree that the equity markets are making no sense at all from a valuation perspective.<br /><br />Slightly unrelated, but it occurred to me when you were discussing about investing in Treasuries -- what about foreign government bonds? I'm not talking about any bond, specifically the countries that are able and willing to pay their debts. Countries such as Chile, Switzerland, Norway, Singapore, Hong Kong etc...is there any mutual or some blended fund out there that combines these bonds of the fiscally prudent governments? or can we buy them directly to create our own portfolio? what are your thoughts on this?<br /><br />I suppose there are currency and inflationary risks, but aren't they better than the irresponsible spending of the .gov?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7131761677406025498.post-43437385974454981372011-06-24T02:28:41.835-04:002011-06-24T02:28:41.835-04:00Sundar-DoctoRx here.
I like Franco-Nevada FNNVF.PK...Sundar-DoctoRx here.<br />I like Franco-Nevada FNNVF.PK or FNV on TSE. Great mgmt and IMHO great royalty model a la SLW. I require adequate gold reserves and require the company if an operating company to meet and beat earnings ests. This is separate from takeover candidates aka explorers. As you know, I like trends. So I like stocks with structurally strong charts over the years. GG and even ABX meet that criterion. NEM fails on earning disappointments and also on the chart. <br />Note that I have come to be skeptical of logic in non-pros picking stocks in the current market of algos, bots and Fed-induced stock market changes. In the old days, if a bellwether such as ORCL was down 4.4% after hours, how on earth could the NAZ be up 0.5% on the futures mkt rather than down?<br />That's why I diss the stock market regularly in my blog and focus on more macro, thematic aspects in my personal investing. Please tell me how AMZN can trade at 50X est 2012 earnings, with said 2012 earnings ests way down? In anything other than a bubble market, this non-takeover candidate's stock would be maybe $50, not $190+. So I "give up" on spending a lot of time anymore on indiv stock analysis. But I do trust gold (money) in the ground if I trust mgmt of a miner. I honestly don't even follow the daily stock prices of the miners I currently own, namely GG/ABX/FNV. They have the gold, thus I have it. Plus I get some dividends.<br />All the best-<br />DoctoRxAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7131761677406025498.post-43172060138656765332011-06-23T14:13:23.215-04:002011-06-23T14:13:23.215-04:00Hi Dr,
Sundar here. Would like to know your thoug...Hi Dr,<br /><br />Sundar here. Would like to know your thoughts on how you pick undervalued companies.<br /><br />For e.g., Anglogold Ashanti is down more than 4% today. Is the market acting too panicky, therefore such a senior miner is probably a good buy?Anonymousnoreply@blogger.com