tag:blogger.com,1999:blog-6616959642391988608.post8865231274187540061..comments2024-03-28T00:18:25.641-07:00Comments on Calafia Beach Pundit: Scaling the wall of worryScott Grannishttp://www.blogger.com/profile/14028519647946868684noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-6616959642391988608.post-6358686045087979482015-10-26T07:28:48.940-07:002015-10-26T07:28:48.940-07:00William. Thanks for the alert. I am more interest...William. Thanks for the alert. I am more interested in Potash Corp. POT than the the oil majors.<br /><br />I am beginning to sense disruptive technologies undercutting the oil sector, perhaps permanently. At the least, global demand for oil could flatline, even at moderate prices under $100 a barrel.<br /><br />Amazing stuff coming down the pipe. Check out GS Yuasa--Bosch.<br /><br /> <br /><Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-52625975651915646322015-10-25T18:36:06.044-07:002015-10-25T18:36:06.044-07:00@ Benjamin
Be very careful about oil and commodit...<b>@ Benjamin</b><br /><br />Be very careful about oil and commodity companies; their dividends are in jeopardy. You most likely won't be receiving those high dividends while you wait. Those type companies have made the easy financial adjustments; now come the more difficult cutbacks which will most like upset shareholders and the value of their shares. <br /><br />See Wall Street Journal: <Williamhttps://www.blogger.com/profile/04418491109912775561noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-6973185484004921712015-10-23T09:14:37.644-07:002015-10-23T09:14:37.644-07:00Good job on the Market call, Marcus! Best month f...Good job on the Market call, Marcus! Best month for stocks in 4 years!!! Congrats.Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71976819642566581562015-10-23T09:14:21.894-07:002015-10-23T09:14:21.894-07:00Good job on the Market call, Marcus! Best month f...Good job on the Market call, Marcus! Best month for stocks in 4 years!!! Congrats.Johnny Bee Dawghttps://www.blogger.com/profile/06836875640973245734noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-71081756114260152032015-10-23T08:17:23.733-07:002015-10-23T08:17:23.733-07:00dull and duller. dull and duller. marcusbalbushttps://www.blogger.com/profile/13596266889368486043noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-61742862062048619942015-10-22T17:27:09.456-07:002015-10-22T17:27:09.456-07:00I like some commodity stocks...you can get yields ...I like some commodity stocks...you can get yields on oil majors or potash producers...wait for the next ramp-up...but be paid to wait...remember commodity stocks have high beta to prices....<br /><br />Still say the globe's major central banks, with the possible exception of the Bank of Japan, are being too timid.Benjamin Colehttps://www.blogger.com/profile/14001038338873263877noreply@blogger.comtag:blogger.com,1999:blog-6616959642391988608.post-27666855486026274292015-10-22T11:25:30.476-07:002015-10-22T11:25:30.476-07:00Thank you for the analysis and prescience.Thank you for the analysis and prescience.Lawyer in NJhttps://www.blogger.com/profile/02920739130504981369noreply@blogger.com