tag:blogger.com,1999:blog-4327358209364909577.post2446259831929646485..comments2023-03-29T10:32:29.473-04:00Comments on Pink Salmon: What to do, What to do?Will Watmanhttp://www.blogger.com/profile/16567091788078786459noreply@blogger.comBlogger7125tag:blogger.com,1999:blog-4327358209364909577.post-23115712748261432742010-05-25T11:09:16.325-04:002010-05-25T11:09:16.325-04:00I own PBR. Bumpy ride, but definitely undervalued...I own PBR. Bumpy ride, but definitely undervalued compared to other big petro compaines. <br /><br />What do you think of water stocks? Not so much technology (like filtration systems, etc), but just public water works like WTR? Definitely inflation proof?<br /><br />Also tobacco...Phillip Morris International?<br /><br />Just curious about all of this b/c I hear a lot of smart non-mainstream thinkers give very compelling opinions in both directions.Adamhttps://www.blogger.com/profile/10999214335097590745noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-42668137231350116972010-05-24T15:54:26.297-04:002010-05-24T15:54:26.297-04:00There is pressure from central banks and always As...There is pressure from central banks and always Asian interest but when it corrects it is a train wreak. if you want a commodity that is inflation proof, that they are giving away this week, buy oil companies. Petrobras is my current choice. symbol PBRWill Watmanhttps://www.blogger.com/profile/16567091788078786459noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-56969344387966072962010-05-24T11:35:42.438-04:002010-05-24T11:35:42.438-04:00This comment has been removed by the author.Will Watmanhttps://www.blogger.com/profile/16567091788078786459noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-48059873014856896172010-05-23T19:23:06.129-04:002010-05-23T19:23:06.129-04:00Even Gold? In this economy? Not so much gold fut...Even Gold? In this economy? Not so much gold futures themselves, but mining companies or maybe even precious metals ETFs. I gotta think that the price of gold is only going to go up until the debt situation gets settled (which, one way or the other, seems a long way off).Adamhttps://www.blogger.com/profile/10999214335097590745noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-29692903930524999302010-05-22T17:05:59.534-04:002010-05-22T17:05:59.534-04:00yes, the trading conditions are worse, there is no...yes, the trading conditions are worse, there is no long term buy in any commodity so no one sits on the sidelines with a long term hold. thus you trade in the day market and will get killed by the pros.Will Watmanhttps://www.blogger.com/profile/16567091788078786459noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-44037562631344131352010-05-22T10:46:53.265-04:002010-05-22T10:46:53.265-04:00Great topics recently.
My understanding of the IM...Great topics recently.<br /><br />My understanding of the IMF bailout is that our 25% is even more costly than it seems, b/c it's not really our money to begin with...we're actually giving them money that we've borrowed and owe to Japan and China.<br /><br />With regards to "riding the pony," don't you think that gold, oil and commodities are a little different than owning shares of Citibank or Netflix?Adamhttps://www.blogger.com/profile/10999214335097590745noreply@blogger.comtag:blogger.com,1999:blog-4327358209364909577.post-4133638086282027432010-05-19T15:59:37.186-04:002010-05-19T15:59:37.186-04:00I'm turning into a pink salmon!!!
Was in the...I'm turning into a pink salmon!!! <br /><br />Was in the streets of NYC on May 1st..... with thousands of others who must (but how?) be mobilized....<br /><br />Did you hear of the African country whose ATM's dispense gold ingots?Anonymousnoreply@blogger.com