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XMFSinchiruna (26.49)

Sinchi's Collected Works



April 07, 2009 – Comments (11)

By request, to provide readers with an easy way to keep track of my articles, I will make a renewed effort to post a regular (monthly?) compendium of links to my articles for your perusing pleasure. Thanks to all for your continued readership!

These compendia take a chunk of time to compile, so please let me know if you find them useful so that I know the effort is worthwhile. :) [These cover February 9 through April 7, 2009, in reverse order]

Two Strikes Against a Beloved Copper Miner - Southern Copper Remains a Viable Copper Play

Who's More to Blame: Wall Street or the Repealers of Glass-Steagall? - Have You Voted?

An Asset More Precious than Gold? - Silver and the Slingshot Effect

Terex Goes on the Offensive - A surprisingly bold decision to move forward with Fantuzzi purchase

Who's More to Blame: Congress of the Repealers of Glass-Steagall? - Foolish Final Four

An Open Letter to Our Founding Fathers - My personal favorite

Teck is Less of a Wreck - Not out of the woods, but starting to see the clearing?

The Micro-Cap Miner With the Rock of Gibraltar - Taseko is a future star!

The Mother of All Currency Crises - The dollar as the world's reserve currency is toast

Last Call to Abandon Ship - DRYS is hung out to dry... or is it?

Obama vs. Coal - Not afriendly environment for mountaintop removers like Massey

$10.2 Trillion Was a Drop in the Bucket -Up to $13.5 Trillion!!!

Who's More to Blame: Derivatives or the Repealers of Glass-Steagall - Round 2

Valero Plunges into Ethanol

The First Bear to Emerge from Hibernation - Peabody Energy gets a huge supply contract

5 Overlooked Gems of the Energy Patch - Dividends are falling, but don't forget the Canroys

Who's More to Blame: The Repealers of Glass-Steagall or Alan Greenspan? - Round 1

Arch Coal Opens Wide - A distressed sale of assets benefits Arch

The Ramped-Up Resurgence of Yamana Gold - Yamana is simply awesome

The Ultimate Commodity Update - Taking a giant step back to take it all in

A Seaworthy Shipper in Turbulent Times - Eagle Bulk Shipping takes Sinchi's #3 spot

1 Stock Underperforming the Banks (Teck Cominco) - Venting fustration with Teck's predicament

Don't Jump Off a Cliff - Cliffs Natural Resources will be huge once steel demand stabilizes

Tomorrow's Monster Move in Gold - No one knows when it may come, but you won't want to miss it

Rogue Wave Swamps Dry Bulk Shippers - This sector is a shipwreck right now

Silver Wheaton: The Breakfast of Champions - My favorite silver "miner" for a reason

Another Way to "Buy American" (Pan American Silver earnings) - Costs coming back under control

Kinross Takes its Medicine and Keeps Mining Gold - Kinross will be huge despite risks and challenges

Agnico-Eagle Will Shine in '09 - Checking in on earnings with my top pick for 2009

Calumet: 3 Strikes, You're Out!

Refining that Competitive Advantage - Holly is too often overlooked among refiners

$8.6 Trillion Was a Drop in the Bucket - Back when the tally was a measley $10.2 Trillion

Growing Gold Like a Cash Crop - Yamana's production and reserves report

Coal and the "Edward Scissorhands" Dilemma - To hedge, or not to hedge

Can Obamanomics Save Terex? - JOYG and BUCY recently received an upgrade... but not TEX!

The Midnight Ride of Patriot Coal - facing the same unfriendly regulatory environment as Massey

Several Angles on AngloGold Ashanti - With so many better options, I see no need to own AU

Geithner Can't Turn This GOLD to Lead - I've overlooked this terrific gold miner for too long

The Infrastructure Play You Shouldn't Ignore - I'm luke-warm on BIP

The Fourth Way to Invest in Gold - RGLD is a sweet and simple vehicle for gold exposure

Detecting Tremors in Natural Gas - Developing an investment thesis on DWSN



11 Comments – Post Your Own

#1) On April 07, 2009 at 12:42 PM, dudemonkey (51.65) wrote:

Awesome!  Thanks!

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#2) On April 07, 2009 at 1:15 PM, GoodVibe4Ever (< 20) wrote:

Thanks for Sinche's compendia! It will be my next read in the weekend. If it's possible, next time, will you categorize them based on topics/dates instead of dates only. Thanks!

Keep up the good work!


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#3) On April 07, 2009 at 1:16 PM, 100ozRound (28.70) wrote:

Got writers cramp?


Did you know that David Morgan linked to your  "An Asset More Precious than Gold" on his website?


Good Job!

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#4) On April 07, 2009 at 1:26 PM, XMFSinchiruna (26.49) wrote:


Yeah... he sent me an e-mail about it. He's a nice guy... sent me a signed copy of his book last year after he linked this article to his site as well.


Glad you like the compendium. It would add quite a bit of additional time to categorize by topic, as the articles are bookmarked in my browser in chronological order only. Looking at the above list, and glancing at thye descriptions I added, I can't imagine it's too much trouble to scan through for topics of interest. Besides, if I keep to a monthly schedule, the compendia should be shorter than this one.

Thanks for reading, and I appreciate the suggestion!


Thanks for your comments on the PCU article! Glad you like it! :)

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#5) On April 07, 2009 at 1:36 PM, DemonDoug (31.28) wrote:

Sinch, while I don't always agree with your analysis, I find your articles probably the most valuable among all the fool contributors, glad to have you on CAPS.  The fact that you don't go along with what seems to be the company line of "omg stocks are so cheap pick em up while they're hot!" gives you a lot of credibility in my book.

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#6) On April 07, 2009 at 2:10 PM, binve (< 20) wrote:

Sinch, You are the best. Thanks!

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#7) On April 07, 2009 at 2:23 PM, Option1307 (30.58) wrote:

Appreciate the effort Sinch, thanks...

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#8) On April 07, 2009 at 2:44 PM, whereaminow (< 20) wrote:

All I can say is WOW. When I look back at the amount of research and analysis you do, it's staggering.

Actually I can say one other thing: THANK YOU

David in Qatar

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#9) On April 07, 2009 at 4:34 PM, PrestonCheek (30.98) wrote:

Sinch, yeah, as taken from above. WOW!!!


Fool on.....


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#10) On April 07, 2009 at 8:20 PM, redneckdemon (< 20) wrote:

Deffinately helpful to me, and much appreciated!

Well researched articles I can actually learn something from are the primary reason your one of my favorite Fools.  They are FUN to read, too.

Keep up the great work!

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#11) On April 08, 2009 at 10:34 AM, Bays (29.28) wrote:

Sinch, this is great!!

I appreciate your hard work and will try to read as many as I can.

Thanks and keep them coming

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