What Canadian Value Is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1508212-play-a-rebound-in-beaten-down-gold-miners-with-pershing-gold


http://seekingalpha.com/article/1503052-legendary-investor-jim-rogers-suspects-the-american-energy-revolution-will-disappoint

Reading/Watching:

http://www.gurufocus.com/news/221859/a-30minute-interview-with-value-hedge-fund-manager-whitney-tilson/affid/81000

http://www.gurufocus.com/news/221799/third-points-dan-loeb-increases-his-bet-on-sony-and-writes-a-second-letter-to-management/affid/81000

http://www.gurufocus.com/news/221675/jim-rogers-doesnt-own-any-american-stocks/affid/81000

Duvernay Results Expected To Attract Drilling Dollars

http://www.calgaryherald.com/business/energy-resources/Duvernay+results+expected+attract+drilling+dollars/8528635/story.html?__lsa=28f9-f3c3

What Canadian Value Is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1502252-penn-west-cuts-its-dividend-but-the-market-is-focused-on-big-insider-buying

http://seekingalpha.com/article/1498282-lrad-corporation-an-emerging-activist-success-story

http://seekingalpha.com/article/1492502-daily-fantasy-sports-a-high-growth-opportunity-in-a-low-growth-economy

Reading/Watching:

http://www.gurufocus.com/news/221572/bill-gates--the-three-things-ive-learned-from-warren-buffett/affid/81000

http://www.gurufocus.com/news/221577/jim-rogers--the-energy-revolution-in-the-us-is-overhyped-bonds-worldwide-are-in-a-bubble/affid/81000

http://www.gurufocus.com/news/221513/steve-forbes-interviews-portfolio-manager-linehan-who-is-avoiding-apple-but-likes-microsoft/affid/81000

http://www.gurufocus.com/news/221512/pimcos-elerian-thinks-the-market-is-right-to-doubt-japans-abenomics/affid/81000

http://www.gurufocus.com/news/221510/gmo-7year-asset-forecasts--may-2013/affid/81000

Much Tighter Oil Market in The Second Half of 2013

Bill Gates Buys Into Security Firm G4S

http://uk.reuters.com/article/2013/06/10/uk-g4s-gates-idUKBRE9590IJ20130610

What Canadian Value Is Reading/Watching/Writing June 10, 2013

Writing:

http://seekingalpha.com/article/1492502-daily-fantasy-sports-a-high-growth-opportunity-in-a-low-growth-economy

http://seekingalpha.com/article/1491022-roubini-sees-an-end-to-the-gold-bull-market-but-i-m-more-inclined-to-trust-einhorn

http://seekingalpha.com/article/1488292-why-is-britain-s-ministry-of-defense-predicting-500-per-barrel-oil-prices

Reading/Watching:

http://www.gurufocus.com/news/221238/classic-walter-schloss-interview-from-1989-with-oid/affid/81000

http://www.gurufocus.com/news/221237/jeremy-granthams-10-lessons-for-retail-investors/affid/81000

http://www.gurufocus.com/news/221079/the-age-of-fraud--an-interview-with-jim-chanos/affid/81000

http://www.gurufocus.com/news/221153/classic-pabrai--a-2011-half-hour-interview-with-monish-and-steve-forbes/affid/81000

http://www.gurufocus.com/news/221151/a-tour-with-guy-spier-of-his-aquamarine-library/affid/81000

David Einhorn's Gold Comments From Q1 2013

David Einhorn Q1 2013

Now every major central bank is fully engaged in aggressive, unconventional policy. It seems that as each bank implements a new experiment without immediate consequence, the new policy is deemed safe, if not effective. Other central bankers notice and, acting in the philosophy of ‘Anything you can do, I can do better,’ take turns in one-upmanship. This serially correlated behavior smacks of bubble mentality. But investors are currently complacent about the unintended consequences of central bank money printing, and like most investment cycles and fads, this will persist until it doesn’t. Under the circumstances, it is curious that gold isn’t doing better.

http://www.gurufocus.com/news/218761/greenlight-capital-david-einhorns-first-quarter-letter-to-investors/affid/81000

$500 Per Barrel Oil By 2040?

One British military think tank thinks so.....

Peak Oil is dead right? I mean Citigroup's analysts even told us so just last year.

And who wouldn't say that Peak Oil isn't dead? The evidence is staring us in the face as oil production in the United States has lurched forward in the past year.

Continue reading: http://seekingalpha.com/article/1488292-why-is-britain-s-ministry-of-defense-predicting-500-per-barrel-oil-prices

Prince Alwaleed Suing Forbes For Underestimating His Net Worth

Here is a guy with his head on straight and focused on what is important.

Rogue Trader Nick Leeson Has A New Job

Apparently losing billions and destroying a bank don't completely kill a career!

What Canadian Value is Reading/Writing/Watching

Writing:

http://seekingalpha.com/article/1484131-longleaf-partners-reveal-where-ex-chesapeake-ceo-mcclendon-lost-their-support

Reading/Watching:

http://www.gurufocus.com/news/220874/the-absolute-return-letter--june-2013/affid/81000

http://www.gurufocus.com/news/220840/precious-metals-guru-eric-sprott-thinks-a-megapanic-is-coming/affid/81000

http://www.gurufocus.com/news/220834/rationality-is-buffetts-secret-sauce-according-to-author-hagstrom/affid/81000

http://www.gurufocus.com/news/220837/singer-bono-presents-warren-buffett-with-a-philanthropy-lifetime-achievement-award/affid/81000

http://www.gurufocus.com/news/220811/cove-street-capital-may-2013--harleys-and-leather-jackets/affid/81000

Aubrey McClendon Targets $1 billion Fund Raising For New Venture

He isn't wasting any time......would you give him your money to run for you?

http://www.ft.com/intl/cms/s/0/442b870a-cde3-11e2-8313-00144feab7de.html#axzz2VRSfh1Wy

What Canadian Value Is Reading/Writing/Watching June 3, 2013

Writing:

http://seekingalpha.com/article/1475401-penn-west-s-new-all-star-board-member-aggressively-buying-shares

Reading/Watching:

http://www.gurufocus.com/news/220663/dr-doom-nouriel-roubini-sees-the-american-stock-market-increasing-for-two-more-years/affid/81000

http://www.gurufocus.com/news/220660/value-investing-firm-first-eagle-looks-at-japans-chances-under-abenomics/affid/81000

http://www.gurufocus.com/news/220661/john-hussman--following-the-fed-to-50-flops/affid/81000

http://www.gurufocus.com/news/220659/business-outlook-india-interviews-joel-greenblatt/affid/81000

What Canadian Value is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1464701-soros-and-jim-grant-like-junior-gold-miners-takeout-target-pershing-gold-might-be-one-to-focus-on

http://seekingalpha.com/article/1472021-are-oil-sands-producers-the-new-tobacco-companies

Reading/Watching:

http://www.gurufocus.com/news/220216/bruce-berkowitz-of-fairholme-takes-a-500-million-stake-in-fannie-mae-and-freddie-mac/affid/81000

http://www.gurufocus.com/news/220334/icecap-asset-management--may-2013-view-on-the-financial-markets/affid/81000

http://www.gurufocus.com/news/220331/warren-buffetts-letter-to-kay-graham-discussing-his-initial-purchases-of-washington-post-shares/affid/81000

http://www.gurufocus.com/news/220215/emerging-markets-guru-mark-mobius-answers-investors-questions/affid/81000

http://www.gurufocus.com/news/220299/horizon-kinetics-may-2013-commentary/affid/81000

John Hofmeister - Natural Gas As a Transportation Fuel Is OPEC's Worst Nightmare

What Canadian Value Is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1462981-jim-grant-suggests-buying-apple-stock-and-shorting-apple-bonds

Reading/Watching:

http://www.gurufocus.com/news/220001/an-interview-with-bob-robotti-from-the-value-investing-conference/affid/81000

http://www.gurufocus.com/news/219970/trapeze-asset-management-first-quarter-2013/affid/81000

http://www.gurufocus.com/news/219907/notes-from-the-ira-sohn-conference--ackman-li-lu-druckenmiller-and-more/affid/81000

http://www.gurufocus.com/news/219906/epoch-investments-bill-priest-tells-wealthtrack-where-to-find-opportunities/affid/81000

Canadian Oil Prices

Oil & Gas Prices

May 27, 2013

NYMEX-WTI
CAD 94.15 / BBL
NYMEX Natural Gas
CAD 4.24 / MMBTU
AECO/NGX Spot Price
CAD 3.56 / GJ
Imperial Light Crude
CAD 99.64 / BBL
Imperial Bow River (25 API)
CAD 88.67 / BBL

What Canadian Value Is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1456931-continental-resources-high-growth-rate-not-necessarily-the-best-long-term-strategy

http://seekingalpha.com/article/1455961-why-in-the-world-is-bruce-berkowitz-buying-chesapeake-energy

http://seekingalpha.com/article/1455011-north-dakota-oil-production-growth-is-slowing-is-this-temporary-or-will-it-continue

Reading/Writing:

http://www.gurufocus.com/news/219767/why-international-investing-guru-david-herro-of-oakmark-is-selling-emerging-equities/affid/81000

http://www.gurufocus.com/news/219719/jim-grant-asks-what-happened-to-capitalism/affid/81000

http://www.gurufocus.com/news/219710/steve-romick--forget-gold-buy-into-the-gold-you-can-eat-farmland/affid/81000

http://www.gurufocus.com/news/219661/a-32yearold-warren-buffett-discusses-a-brief-drop-in-the-stock-market-1962/affid/81000

http://www.gurufocus.com/news/219620/jim-rogers--give-me-a-trillion-dollars-and-ill-show-you-a-really-good-time/affid/81000

What Canadian Value is Watching/Reading/Writing

Writing:

http://seekingalpha.com/article/1445361-trying-to-get-in-on-the-ground-floor-of-a-high-growth-market-daily-fantasy-sports

http://seekingalpha.com/article/1444321-ultra-petroleum-the-rebound-in-natural-gas-prices-should-continue-through-2015

Reading/Watching:

http://www.gurufocus.com/news/219503/jim-rogers-discusses-how-he-was-able-to-make-his-fortune-by-age-40/affid/81000

http://www.gurufocus.com/news/219501/whitney-tilson-on-why-he-is-short-world-acceptance-wrld/affid/81000

http://www.gurufocus.com/news/219500/transcript-of-office-hours-interview-with-warren-buffett/affid/81000

http://www.gurufocus.com/news/219499/vulture-investing-guru-wilbur-ross-calls-bank-of-ireland-his-best-recent-investment/affid/81000

http://www.gurufocus.com/news/219351/canadas-gold-guru-eric-sprott--where-is-the-gold-coming-from/affid/81000

Canadian Oil Prices May 20, 2013

Still hanging in there:

Oil & Gas Prices

May 20, 2013

NYMEX-WTI
CAD 95.16 / BBL
NYMEX Natural Gas
CAD 95.16 / MMBTU
AECO/NGX Spot Price
CAD 3.29 / GJ
Imperial Light Crude
CAD 97.25 / BBL
Imperial Bow River (25 API)
CAD 86.45 / BBL