Tuesday, November 5, 2019

Senate: Rarely Any News On the Senate But Now There Is...

Wow the Senate doing what it is supposed to be doing -  acting for regional interests. Shocking!  

At least Alberta/Saskatchewan have another (small) voice beyond opposition party status in a minority government.

http://nationalpost.com/news/canada/new-senators-group-of-11-could-complicate-liberal-efforts-to-get-legislation-passed

Monday, November 4, 2019

Vermillion: Is It Thr Bottom For One of Canada's Most Geographically Diverse Energy Names?

The company and others have been touting the stability of Vermillion's dividend, one of the highest yields in the industry (15.9%) signaling distress.  

It has among other Euripean exposure and is not beholden to Albeta like others.  

Has it reached an inflection point this week? Yes, but if the recession is on the horizon and with Aramco's IPO scheduled soaking up a lot of equity, there could be continued weakness or at nest "flatlining" during this time. 

As juicy as this dividend is the risks of a dividend cut are high.  Mayne not in the next two quarters but within the year . 



Thursday, October 31, 2019

China's Control and Influence Beyond Its Own Borders

"...“I strongly condemn this kind of activity. I don’t know in what degree they call themselves Canadian,” said Anna Wang, a Chinese-Canadian writer who just published a book detailing her first-hand observations of the Tiananmen protests. “I think they are taking advantage of the freedom of speech in western countries..."

"...They took advantage of democracy, of the Canadian system,” said Lai, an adjunct professor at the Royal Military College in Kingston, Ont. “But communism, the PLA is not compatible with democracy and the rule of law … Before their nostalgia, there is a very bloody history.”  That PLA history includes fighting Canadian and other UN troops in the Korean War, he noted..."

"...“We all said our oath of citizenship,” said Wang, who came to Canada in 2006. “The moment we became a Canadian, we swore to be loyal to our adopted country and abandon our loyalty to the home country. If they are permanent residents, I suggest the government take this record into consideration when they apply for citizenship.”


http://nationalpost.com/news/canadian-veterans-of-peoples-liberation-army-form-association-sing-of-chinas-martial-glory

Four Liberal Broken Promises To Watch

http://nationalpost.com/news/politics/four-big-platform-promises-to-watch-in-the-liberal-minority-government

Wednesday, October 30, 2019

China's One Belt One Road: It Is On!

But what do the people of Laos think...

https://www.ft.com/content/a8d0bdae-e5bc-11e9-9743-db5a370481bc

Wednesday, October 23, 2019

Canadian Dollar - Watch Out

One to watch over the next 18 months at least as federal Liberal spending/deficits increase (satisfying NDP and possibly BQ agendas in addition to Liberal agendas), adding to the total $768 Billion of federal debt ($22,000 for every Canadian, including debt of all the provinces would be ~$44,000) and Canadian GDP that may not live up to its projections for example due to the further self-destruction of Canada's own energy industry.

SNC: Expect the New AG Lametti to Make Announcement Regards to DPA, Before the Average 18 Months Life of a Minority Government (That is, Soon)