PosFCF’s Activity

Wed Feb 22

NL

Boards Post

PosFCF replied to the Free For All Economics board. 5:10 PM

Re: WSJ Goes With Alt Facts on Greeberg/AIG Saga

Increasingly, it feels like the opinion writers at the Wall Street Journal think we’re all fools with no ability to ferret out the real facts for ourselves.

Considering that the Oval Office, both Houses of Congress and, soon to be the [more]

Sat Feb 18

NL

Boards Post

PosFCF posted to the Free For All Economics board. 3:44 PM

Moral economics?

I listen to quite a few lectures provided for free by the London School of Economics (LSE). The following 3 lectures are each about an hour long, but fast-paced and easily understood by non-economists. I list them here as Prof. Sachs is quite [more]

Fri Feb 17

NL

Boards Post

PosFCF replied to the Mining and Metals board. 7:08 PM

Re: PVG completes note offering

Smufty

I believe we covered the second link back at time you first discovered it.

[more]

Tue Feb 14

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 1:45 PM

Re: America's Biggest Creditors Dump Treasur

It's entirely unclear to me why China selling bonds would raise interest rates in the United States, and the article never seems to draw a line between their supposed cause and the actual effect.

Imagine a playground toy called, [more]

NL

Boards Post

PosFCF replied to the Free For All Economics board. 10:21 AM

Re: Record $1 Trillion Junk Debt to Mature in 5

Good post Rock!

As a sign of the times in lending, I reproduce in full a post I just made over on the Metals and Mining board:

Pretium Resources Inc. (PVG)(PVG) ("Pretivm" or the "Company") announced today [more]

NL

Boards Post

PosFCF posted to the Mining and Metals board. 10:18 AM

PVG completes note offering

Pretium Resources Inc. (PVG)(PVG) ("Pretivm" or the "Company") announced today the closing of its previously announced offering of US$100 million aggregate principal amount of 2.25% unsecured convertible senior subordinated [more]

Mon Feb 13

NL

Boards Post

PosFCF replied to the Free For All Economics board. 3:02 PM

Re: Record $1 Trillion Junk Debt to Mature in 5

Thanks. That helped a lot.

You're quite welcome.

I should have mentioned that virtually every note and bond I've seen come across my email for several years now has been "covenant light" (i.e low-to-no [more]

NL

Boards Post

PosFCF replied to the Free For All Economics board. 11:55 AM

Re: Record $1 Trillion Junk Debt to Mature in 5

Displaying my ignorance, what does it mean for debt to mature?

Does it mean that the companies, that borrowed money (sold bonds)and have been paying the interest only, have come to the point that they have to pay back the
[more]

Tue Feb 7

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 12:44 PM

Re: Doc Tries High Deductible Health Plan

Somewhat off topic discussion on BNN. Due to the softwood lumber protectionism many of our lumber companies have been moving saw mills into southern USia. Clearly with whirling blades you need fully aware people but they are having serious [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 10:56 AM

Re: Doc Tries High Deductible Health Plan

Chuckle, I suppose that works as well but I was sort of thinking perhaps someday the US will stumble on something that works for everyone ... NO?

Oh! We already have that. Each has their own opinion and everyone with a differing [more]

NL

Boards Post

PosFCF posted to the Free For All Economics board. 10:17 AM

Man couldn't impact the climate?

If the theory of climate change that holds that man couldn't possibly effect large changes is to be true, wouldn't it also be true that man's influence couldn't possibly influence space?

Satellites tremble as [more]

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 9:22 AM

Re: Doc Tries High Deductible Health Plan

That would mean y'all finally found whatever it is you are looking for?

The peacefulness of watching the daisies grow above us?

NL

Boards Post

PosFCF replied to the Atheist Fools board. 9:07 AM

Re: Trump points weapon at California

If the states start picking out the laws they want obey, we might as well cash it in as a country.

You mean like the marijuana laws?

Mon Feb 6

NL

Boards Post

PosFCF replied to the Macro Economic Trends and Risks board. 6:43 PM

Re: Fiduciary Duty--What If

A PE10 of 28.6 equates to an S&P500 earnings yield of 3.5%. That's not a high valuation when the 10 year Treasury is 2.4%

Provided of course that those earnings are real and based on increasing revenues rather thna [more]

Sat Feb 4

NL

Boards Post

PosFCF posted to the Mining and Metals board. 11:13 AM

CLCT earnings release

Collectors Universe Reports Record Operating Results for Second Quarter and First Half of Fiscal 2017

.....

Revenues in the second quarter increased by $5.2 million, or 41%, to a quarterly record of $17.9 million from
[more]

NL

Boards Post

PosFCF posted to the Mining and Metals board. 11:11 AM

RIC increases reserves and grade

Richmont Reports 2016 Mineral Reserves & Resources
....

announces updated Mineral Reserves and Resources as of December 31, 2016. Mineral Reserves at the cornerstone Island Gold Mine in Ontario increased by 34% (net of
[more]

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Boards Post

PosFCF replied to the Mining and Metals board. 10:54 AM

Re: PVG 16% Cost Increase...

Note also that they are still projecting these costs and their reserves at $110/oz
gold (currently selling at over $1200); and $14/0z silver (currently selling at around $17.50.....[see "base case (middle column on table
[more]

NL

Boards Post

PosFCF replied to the Mining and Metals board. 9:41 AM

Re: PVG 16% Cost Increase...

Construction has advanced ahead of schedule and dry commissioning of the mill is now planned for March with wet commissioning expected in early April. (Commissioning was previously planned for mid-2017.)

The conference calls, in [more]

Mon Jan 30

NL

Boards Post

PosFCF replied to the Atheist Fools board. 10:43 AM

Re: Bannon overruled DHS on Muslim ban

How about simply creating a big enough furor so that the investigation into how Trump won the election fades away?

Fri Jan 27

NL

Boards Post

PosFCF replied to the Value Hounds board. 8:15 PM

Re: Russell 3k ---low to no debt

Here's the balance of the survivors of my simple screen defined in the OP, along with company names. I don't know if any represent value, liquidity trap, or just dead money. The list is worth what you paid for it and I would strongly suggest [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 8874
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Very First Post Re: Asian Bail out coming? (9/2/1998)
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