Tuesday, January 14, 2014

Eric Nuttall on BNN 13-Jan-2014

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063572

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063571

Bonavista
Bankers Petroleum
Legacy Oil + Gas

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063574

Renegade Petroleum
Twin Butte Energy
Long Run Exploration
Bellatrix

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063576

Crescent Point Energy
Whitecap Resources
Suncor Energy

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063575

Peyto Exploration
Athabasca Oil

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063577

RMP Energy
Enerplus
Precision Drilling

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063579

Tourmaline Oil
Surge Energy
EnCana

Argent Energy Trust
Bonterra
Painted Pony
Trilogy Energy

http://watch.bnn.ca/market-call-tonight/market-call-tonight-january-2014/market-call-tonight-january-13-2014/#clip1063578

Torc Oil & Gas
Alexander Energy
Cardinal Energy

Sunday, December 8, 2013

One Hour and 53 Minutes of Mohnish Pabrai - 19-Nov-2013

It makes me feel better to hear him say that Pabrai Funds has not invested in any new ideas in the last 17 months.  I have had only a few small commitment ideas over the last 17 months myself and I am sitting on my largest cash position ever.

1st 75% of fund invested in ideas that are expected to return 2x-3x in 2-3 years
next 10% of fund invested in ideas that are expected to return 3x min 2-3 years
next  5% of fund invested in ideas that are expected to return 4x min in 2-3 years
last  10% of fund invested in ideas that are expected to return 5x min in 2-3 years

OK for fund to have 10% - 20% cash the majority of the time

http://www.gurufocus.com/news/237941/one-hour-and-53-minutes-of-mohnish-pabrai--talking-to-boston-college

Tuesday, November 26, 2013