tag:blogger.com,1999:blog-7982981413278241287.post1219580131243036235..comments2023-10-28T17:54:39.467-06:00Comments on The Golden Truth: Don't Be Fooled By The Motely Fool...Dave in Denverhttp://www.blogger.com/profile/03016238915167131989noreply@blogger.comBlogger14125tag:blogger.com,1999:blog-7982981413278241287.post-60439819573163064992011-02-28T20:11:00.935-07:002011-02-28T20:11:00.935-07:00I figured MF's article was a hack job when HL ...I figured MF's article was a hack job when HL started falling in the afternoon. Those clowns wouldn't know a good stock if they fell over it.Conwayhttps://www.blogger.com/profile/11066767342077807833noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-7128437011533586032011-02-28T20:01:39.025-07:002011-02-28T20:01:39.025-07:00Why no mention of the $133 million "tax benef...Why no mention of the $133 million "tax benefit" associated with the settlement? It's not mentioned by either you or Motley Fool? It would seem to seriously reduce the effect of the $262 million estimated settlement amount.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-8692457180906356922011-02-28T17:54:33.668-07:002011-02-28T17:54:33.668-07:00HL balance sheet is still cleaner than CDE.HL balance sheet is still cleaner than CDE.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-26376613993859853782011-02-28T17:28:54.599-07:002011-02-28T17:28:54.599-07:00Ben Davies, “A few notable commentators such as Ja...Ben Davies, “A few notable commentators such as James Turk have talked extensively about the commercial signal failure in silver. As King World News readers know, we have been a proponent of this thought process as well. Positive silver lease rates at this point are more a function of credit risks, i.e. counter-party concerns, than they are about egregious metals shortages although metals shortages clearly exist.<br /><br />That gives ÿou a great deal comfort doesn't it? Don't worry about the silver shortage it's just the margin on JPM which is now over a 100 basis points. Normally that would be time to stop time taking the valium and start mixing mogadon with qualudes.<br /><br />Where do they find these people?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-32025452185333647262011-02-28T16:10:35.519-07:002011-02-28T16:10:35.519-07:00I would trust your analysis before the Motley Fool...I would trust your analysis before the Motley Fools.EconomicDisconnecthttps://www.blogger.com/profile/02802078645713106743noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-26030153851446220162011-02-28T14:14:15.081-07:002011-02-28T14:14:15.081-07:00Dave,
As a HUGE HL holder, I saw that hatchet job...Dave,<br /><br />As a HUGE HL holder, I saw that hatchet job as well. It's laughable, but it seems immaterial relative to the stop running bear raid that precipitated shortly after the open. One of the above posters mentioned a spread trade with HL and CDE... it's certainly possible, although I wouldn't put a dime on such a trade in the long run. HL has been MUCH better to shareholders than CDE over the last 5 years, and the proof is in the price. <br /><br />That said, isn't it amazing that supposed litigation concerns in the 1/4 billion area seem to overshadow resources and reserves increasing by several billion $'s each? Especially when the net impact of these litigation concerns is less than $50mm greater than that which was already disclosed to shareholders in years past! <br /><br />As I've said before, I love the site. It's heartening to know that other professionals are noticing these poor attempts at price suppression and speaking truth to power. <br /><br />-RTSAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-88423289993460612932011-02-28T12:55:59.248-07:002011-02-28T12:55:59.248-07:00LOL I agree Anonymous, but I have clients who read...LOL I agree Anonymous, but I have clients who read my blog and don't appreciate my foul mouth to the extent that I like to flaunt it LOLDave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-51797534522269075802011-02-28T12:52:42.979-07:002011-02-28T12:52:42.979-07:00Motley Fool are mainstream media bullshit artists....Motley Fool are mainstream media bullshit artists. They jump on and off whatever bandwagon is hot at the moment. Hacks are too kind a label for that outfit.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-39021158942812274462011-02-28T12:27:42.694-07:002011-02-28T12:27:42.694-07:00Yeah, thanks Dave for the alert.Yeah, thanks Dave for the alert.U6noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-52539990516408361942011-02-28T12:26:25.901-07:002011-02-28T12:26:25.901-07:00personally, i think it has more to do with CDE tha...personally, i think it has more to do with CDE than it does some article in MF.<br /><br />i.e. my guess is hedge funds are pouring onto <br /><br />long CDE<br />short HL<br /><br />and given CDE's production outlook for 2011 and valuation relative to HL, i can't say i blame them. CDE is undervalued.<br /><br />still like HL though...low double digits still good value and you're correct about the aspects of the settlement. shouldn't be a big deal as the payments are so spread out.<br /><br />(assuming something close to that gets approved)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-57619279106803360462011-02-28T12:18:34.035-07:002011-02-28T12:18:34.035-07:00Thx Bill. HL is a steal todayThx Bill. HL is a steal todayDave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-87091729575849449602011-02-28T12:10:22.045-07:002011-02-28T12:10:22.045-07:00So ok, HL was the targeted Bear raid today...good ...So ok, HL was the targeted Bear raid today...good I can buy more.<br /><br />Great post Dave<br /><br />BillBillnoreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-83847150236753979172011-02-28T12:10:07.780-07:002011-02-28T12:10:07.780-07:00thanks E. I actually corrected it shortly after i...thanks E. I actually corrected it shortly after i posted it. ya she probably knows the names of of some teams and players just like the MF can probably spell "g-o-l-d" correctly and knows the names of some of the companies LOLDave in Denverhttps://www.blogger.com/profile/03016238915167131989noreply@blogger.comtag:blogger.com,1999:blog-7982981413278241287.post-5105541592460700302011-02-28T12:00:29.531-07:002011-02-28T12:00:29.531-07:00FWIW, It's spelled DeGeneres. And she may know...FWIW, It's spelled DeGeneres. And she may know more about the NFL than one might think, though it's doubtful.Edwardohttps://www.blogger.com/profile/03613197383283896190noreply@blogger.com