Hecla Mining Co. (HL)

All Comments on HL

  • commenter
    Oct 07 01:25 AM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    It's almost Xmas. Time to buy some coal for your stocking. Reply
  • commenter
    Oct 06 11:30 PM
    My Website
    Silver Linings in the Panic Selling and Madness [view article]
    Please at least learn from this experience if you go long. As a wise investor once told me - always have your exit strategy in place from the start. And make sure its one that adjust to the conditions. Stay protected... always. Reply
  • commenter
    Oct 06 09:33 PM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Beware of gurus who say always or never. Reply
  • commenter
    Oct 06 08:05 PM
    Silver Linings in the Panic Selling and Madness [view article]
    @clh - you missed the trade bro. Reply
  • commenter
    Oct 06 08:00 PM
    Silver Linings in the Panic Selling and Madness [view article]
    more correctly: we're in a deflationary panic. When said panic subsides, the market will react to the inflationary "medicine" being applied. Reply
  • commenter
    Oct 06 07:18 PM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Thank you to Mr. Anthony for his response to my inquiry. Obviously, Mr. Anthony’s words and the failure for others to corroborate accusations made speak volumes.

    Mr. Anthony, you are an exceedingly bright and talented poster and your work is sincerely appreciated!
    Reply
  • commenter
    Oct 06 01:40 PM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    You have answered alot of my questions but u have made me raise more questions after reading your article. What is ur take on shipper stocks like drys, dsx, fro, nat, egle? Do you think they will be bullish in the near future or the opposite? Do you think they are undervalued? If they are, which one do u recommend? Hopefully u answer my questions. I will check back later. Reply
  • commenter
    Oct 06 01:36 PM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    that is the longest article on Alpha i have ever read. Took me a while but it was well worth it. I think his analysis is not only deep and insightful but also very educational. He applies the darkhole and intrinsic value very well. Wish i can read all his other articles on alpha. Hopefully they are not as long as this one. Reply
  • commenter
    Oct 06 09:39 AM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Mark,

    I always enjoy reading your analysis, but I'm curious about your views on steps that some automakers have taken to reduce palladium + platinum consumption in catalytic converters.

    blog.wired.com/cars/20...

    www.nano.org.uk/news/j...

    It appears that both Nissan and Ford have had some success in reducing consumption of PG metals.
    Reply
  • commenter
    Oct 06 07:29 AM
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    This is a great article, well above my freshman level of investment research. I would, however, take exception to your comments about global coal demand /supply being in balance as far back as June. I would agree that domestically we may have been in balance as late as a year ago but it was then that demand for worldwide demand for met coal turned in to worldwide demand for ANY coal. Shifting policy in China, Thailand, Vietnam and other developing nations called for a reduction/elimination of exporting their own domestically produced coals while dry bulk shipping rates soared forcing worldwide shifts in buying patterns to meet growing demand in India. US coals became the swing coal winner: prices almost tripled and for the first time since 2005 producers were successfully negotiating multiyear contracts both demostically and internationally. To think that the same coal that sold for $39 per ton FOB rail car in early 2007 (the last cycle low) sold for $139 last June is unbelievable, yet accurate!

    Prices have recently pulled back to only a double of the highs seen in 2005 (the last cycle high) but a large percentage of US eastern production has been booked at higher prices into and through 2009 and 2010. That doesn't mean your prediction of continued deterioration in stock prices won't continue.. market psychology is an animal I am yet to understand...but given the backlog of very healthy pricing for the next 24 months I can't help but believe earnings will be exceptional. This should be particularly true of those who have a position in met coal.

    Thanks for the opportunity to respond!
    Reply
  • commenter
    Oct 05 06:17 PM
    Silver Linings in the Panic Selling and Madness [view article]
    Affirmation is blissful. My thought which comes from a friend and money manager is DCA down and do not loose sight of a stock based on environment as opposed to bad stock itself. We are in it.. but there is a ray of sunshine in these great stocks with a yield.. as the price drops.. these stock with great cash holdings will only increase their yeild and become even better value stocks.. then one day they will return to a better growth stock again. Watch NUE.. I see a 4% yield, if it doesn't bounce out. Reply
  • commenter
    Oct 05 01:41 PM
    My Website
    Silver Linings in the Panic Selling and Madness [view article]
    We could see silver touch the $10 dollar range. I would hedge in here all the way down to 10 if necessary. Reply
  • commenter
    Oct 05 01:30 PM
    My Website
    Silver Linings in the Panic Selling and Madness [view article]
    The same approach you are suggesting on FCX could be taken with Penn West Energy Trust (NYSE:PWE) whose yield for now is near 18%.Not too long ago Morningstar put a fair market value of $37 per share on this well-managed, resource rich Canadian royalty trust. The key to my article is found in two facts: 1). Everybody seems afraid of everything right now (a.k.a.unbridled fear) and 2). Every step that the treasury dept., Congress, and the Fed takes to ease the credit tightness, increase liquidity and inflate our economy is inevitably bad for the value of the dollar. They are debasing the dollar's buying power over the medium-term, and you know what that usually means for things like precious metals. These are the realities, not the emotions or opinions of pundits.
    Thanks for your comments and for sharing your perspectives.
    Reply
  • commenter
    Oct 05 11:59 AM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    People with negative comments clearly don't understand nor even try to understand what is happening right now. Sometimes in the short run, the price of something keeps on dropping, but in the medium run, it becomes your life line (like a parachute). Reply
  • commenter
    Oct 05 11:56 AM
    My Website
    Some True Safe Havens Are Still (Surprisingly) Undervalued [view article]
    Excellent and refreshing article. Thanks Reply