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Gold/Mining/Energy : Imperial Metals (IPM.T) -- Ignore unavailable to you. Want to Upgrade?


To: Italian Investor who wrote (1077)5/10/2012 10:11:21 AM
From: refugee investor  Read Replies (1) | Respond to of 1366
 
Finally got to see the interview. Charlie is great. For that matter Berk does not seem expensive either, actually seems pretty cheap.

Do you know what is going on with energy co.s? Is everyone expecting the price of oil to fall to $60 in six months? A lot of them look cheap, no problem finding 6% divs.

It is hard to see how Europe gets fixed anytime soon. The politicians are less good than you might expect.

Did see a piece where the English guy you hate said the USA is attractive--we have cleaned house after the bubble and all the shale gas will help. Nice to hear anyone being pro USA. (He is bearish on European financials, likes their exporters because he thinks the Euro will get a lot weaker.)