Comments for Frankly Speaking http://www.frankvoisin.com by Frank Voisin Wed, 22 Feb 2012 12:42:01 +0000 hourly 1 http://wordpress.org/?v=3.3.1 Comment on FrankVoisin.com New Tool: Sector Dashboard by FrankVoisin Presents The Economic Indicators Dashboard | ValueWalk.com http://www.frankvoisin.com/2011/01/04/frankvoisin-com-new-tool-sector-dashboard/comment-page-1/#comment-2698 FrankVoisin Presents The Economic Indicators Dashboard | ValueWalk.com Wed, 22 Feb 2012 12:42:01 +0000 http://www.frankvoisin.com/2011/01/04/frankvoisin-com-new-tool-sector-dashboard/#comment-2698 [...] year I created the High Short Interest tool and the Sector Dashboard. Feedback was positive, so I’ve been thinking about new tools that investors might find [...] [...] year I created the High Short Interest tool and the Sector Dashboard. Feedback was positive, so I’ve been thinking about new tools that investors might find [...]

]]> Comment on FrankVoisin.com New Tool: High Short Interest List by FrankVoisin.com New Tool: Economic Indicators Dashboard | Frankly Speaking http://www.frankvoisin.com/2011/01/06/frankvoisin-com-new-tool-high-short-interest-list/comment-page-1/#comment-2696 FrankVoisin.com New Tool: Economic Indicators Dashboard | Frankly Speaking Wed, 22 Feb 2012 11:00:48 +0000 http://www.frankvoisin.com/2011/01/06/frankvoisin-com-new-tool-high-short-interest-list/#comment-2696 [...] (typeof(addthis_share) == "undefined"){ addthis_share = [];}Last year I created the High Short Interest tool and the Sector Dashboard. Feedback was positive, so I’ve been thinking about new tools [...] [...] (typeof(addthis_share) == "undefined"){ addthis_share = [];}Last year I created the High Short Interest tool and the Sector Dashboard. Feedback was positive, so I’ve been thinking about new tools [...]

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by T.Spot http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2693 T.Spot Wed, 22 Feb 2012 03:07:24 +0000 http://www.frankvoisin.com/?p=4334#comment-2693 Whats the matter Frank ? Can't handle the truth? You realize you are a destroyer now don't you !! Great work on paper but in reality your formula is missing some very important figures that will greatly affect your bottom line in the future. Firstly you have neglected the first rule of success and that being the principle of always "Function over form" Allow me to explain.... The land that you have "purchased" is only available in that area and is not replaceable by any man made means.... Correct? This land is extremely important to the entire province of Ontario and beyond ...... Correct? This area is a large food production area which is expanding tremendously as population and "LOCAL" food awareness grows . This area is an incredibly large aquifer that filters and holds trillions of litres of water that flow south into the great lakes , which as we know are the largest fresh water supplies in the world and northward towards Georgian Bay , which is attached to Lake Superior the largest of all the Great Lakes. The reason it flows in two opposite directions is that it is also the highest altitude in Ontario. As we all know water finds is lowest point, so when you put something, ie. "contaminants" into water and pour it from a great height it will spread over a greater area and find low lying areas to settle in. Pumping out , { to where???? } ^ billion litres of water per day for all eternity to sustain this project is highly questionable at any cost factoring. The food production loss and environmental damage is 100% compared to whatever short term cash a few people will make no matter how you stack your beans. The future of this project is filled with lawsuits, political mayhem, destruction and loss. My point being "function over form not form over function" The function of your Quarry is to make money at all costs but due to its location and issues is in bad form The function of this land in question is to filter the water for Millions of people in two countries, Canada and the U.S. and provide food for millions of people who live in the region The form of the land is to provide these life essentials in a balanced and natural ,ie done without any human interference, way as well as being an incredible beautiful landscape full of natural wildlife. Life is the function but cash is your form and unfortunately you cannot eat cash. You have to honestly admit you do not have the power to provide the same benefits that this land provides for free to so many no matter how rich and powerful you think you are. Remember you are NOT a god! Please come and visit the area of your desire before you lay down your path of destruction. Whats the matter Frank ? Can’t handle the truth? You realize you are a destroyer now don’t you !!
Great work on paper but in reality your formula is missing some very important figures that will greatly affect your bottom line in the future.
Firstly you have neglected the first rule of success and that being the principle of always “Function over form”
Allow me to explain…. The land that you have “purchased” is only available in that area and is not replaceable by any man made means…. Correct?
This land is extremely important to the entire province of Ontario and beyond …… Correct?
This area is a large food production area which is expanding tremendously as population and “LOCAL” food awareness grows .
This area is an incredibly large aquifer that filters and holds trillions of litres of water that flow south into the great lakes , which as we know are the largest fresh water supplies in the world and northward towards Georgian Bay , which is attached to Lake Superior the largest of all the Great Lakes.
The reason it flows in two opposite directions is that it is also the highest altitude in Ontario. As we all know water finds is lowest point, so when you put something, ie. “contaminants” into water and pour it from a great height it will spread over a greater area and find low lying areas to settle in.
Pumping out , { to where???? } ^ billion litres of water per day for all eternity to sustain this project is highly questionable at any cost factoring.
The food production loss and environmental damage is 100% compared to whatever short term cash a few people will make no matter how you stack your beans.
The future of this project is filled with lawsuits, political mayhem, destruction and loss.
My point being “function over form not form over function”
The function of your Quarry is to make money at all costs but due to its location and issues is in bad form
The function of this land in question is to filter the water for Millions of people in two countries, Canada and the U.S. and provide food for millions of people who live in the region
The form of the land is to provide these life essentials in a balanced and natural ,ie done without any human interference, way as well as being an incredible beautiful landscape full of natural wildlife.
Life is the function but cash is your form and unfortunately you cannot eat cash.

You have to honestly admit you do not have the power to provide the same benefits that this land provides for free to so many no matter how rich and powerful you think you are.
Remember you are NOT a god!

Please come and visit the area of your desire before you lay down your path of destruction.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by Karly http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2691 Karly Wed, 22 Feb 2012 01:17:24 +0000 http://www.frankvoisin.com/?p=4334#comment-2691 "I have no problem with the purchase of the land under false pretenses. This ensured a fair price, and I know the price was fair because the sellers agreed to sell. " That, in my humble opinion, is everything that is wrong with this situation. You clearly only see dollars and cents, and don't see the people who were swindled out of their farmland. Just because I agree to sell something doesn't mean I want to. Lying ensures a fair price? I couldn't disagree more with everything you've written about this quarry. “I have no problem with the purchase of the land under false pretenses. This ensured a fair price, and I know the price was fair because the sellers agreed to sell. ”

That, in my humble opinion, is everything that is wrong with this situation. You clearly only see dollars and cents, and don’t see the people who were swindled out of their farmland. Just because I agree to sell something doesn’t mean I want to. Lying ensures a fair price? I couldn’t disagree more with everything you’ve written about this quarry.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by Frank Voisin http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2690 Frank Voisin Wed, 22 Feb 2012 00:16:51 +0000 http://www.frankvoisin.com/?p=4334#comment-2690 I disagree. I think the economy should at least be a consideration. Your values may suggest that it should not be the only, or sole consideration (I agree with this), but to suggest that it is completely irrelevant is absurd. I have no problem with the purchase of the land under false pretenses. This ensured a fair price, and I know the price was fair because the sellers agreed to sell. To say that they should have paid more because the buyer was a hedge fund is silly. I disagree. I think the economy should at least be a consideration. Your values may suggest that it should not be the only, or sole consideration (I agree with this), but to suggest that it is completely irrelevant is absurd.

I have no problem with the purchase of the land under false pretenses. This ensured a fair price, and I know the price was fair because the sellers agreed to sell. To say that they should have paid more because the buyer was a hedge fund is silly.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by Frank Voisin http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2689 Frank Voisin Wed, 22 Feb 2012 00:14:36 +0000 http://www.frankvoisin.com/?p=4334#comment-2689 1. Canadians will be employed for the day to day work 2. Demand for Canadian sourced products used as inputs will increase 3. Taxes will be paid in Canada on Canadian-sourced profits #1 and #2 will lead to further employment as direct and indirect employees increase their own consumption of products from other industries. This is just off the top of my head. I am sure there are other economic benefits. 1. Canadians will be employed for the day to day work
2. Demand for Canadian sourced products used as inputs will increase
3. Taxes will be paid in Canada on Canadian-sourced profits

#1 and #2 will lead to further employment as direct and indirect employees increase their own consumption of products from other industries.

This is just off the top of my head. I am sure there are other economic benefits.

]]> Comment on Japan Slowly Awakening to Debt Situation by Neil Patel http://www.frankvoisin.com/2012/02/21/japan-slowly-awakening-to-debt-situation/comment-page-1/#comment-2688 Neil Patel Wed, 22 Feb 2012 00:08:06 +0000 http://www.frankvoisin.com/?p=4341#comment-2688 We could be reaching a tipping point. In terms of how to invest in this outcome - look for asymmetric ways to gain exposure to JGBs or the Yen. We could be reaching a tipping point. In terms of how to invest in this outcome – look for asymmetric ways to gain exposure to JGBs or the Yen.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by T.Spot http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2684 T.Spot Tue, 21 Feb 2012 15:13:42 +0000 http://www.frankvoisin.com/?p=4334#comment-2684 I hear Detroit is in desperate need of a new economy and they have a huge supply of above the ground aggregates, abandoned buildings and other concrete structures. .... and its only one boatload away to any major city along the great lakes. I hear Detroit is in desperate need of a new economy and they have a huge supply of above the ground aggregates, abandoned buildings and other concrete structures. …. and its only one boatload away to any major city along the great lakes.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by Colene Allen http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2682 Colene Allen Tue, 21 Feb 2012 13:42:59 +0000 http://www.frankvoisin.com/?p=4334#comment-2682 How do you figure this quarry is good for the Ontario economy? The profits will go back to the US, and not remain in the Canadian economy. The land will not be able to be restored to be used as Class 1 farmlands again, which reduces the ability of Ontario to produce fresh food. The rivers will not be able to be restored to what they are currently (which at that isn't great). The employment created although somewhat long term is still transient in the end, and the required infrastructure will damage the environment. You want good for the Ontario economy? Invest in developing alternatives that are environmentally friendly to the dwindling supply of aggregates. That is where the money will be in the future, not in digging up people's farms. How do you figure this quarry is good for the Ontario economy? The profits will go back to the US, and not remain in the Canadian economy. The land will not be able to be restored to be used as Class 1 farmlands again, which reduces the ability of Ontario to produce fresh food. The rivers will not be able to be restored to what they are currently (which at that isn’t great). The employment created although somewhat long term is still transient in the end, and the required infrastructure will damage the environment.

You want good for the Ontario economy? Invest in developing alternatives that are environmentally friendly to the dwindling supply of aggregates. That is where the money will be in the future, not in digging up people’s farms.

]]> Comment on Go North Young Man: Seth Klarman Invests in Canadian Quarry by Karly http://www.frankvoisin.com/2012/02/20/go-north-young-man-seth-klarman-invests-in-canadian-quarry/comment-page-1/#comment-2681 Karly Tue, 21 Feb 2012 13:19:59 +0000 http://www.frankvoisin.com/?p=4334#comment-2681 Whether this is 'good for Ontario's economy' or not isn't relevant. When thousands of acres of farmland and an enormous water table are affected, something tells me, 'well, it was good for the economy!' won't cut it. Lexo is right, this is for future generations of Ontarians who want access to clean water and non spoiled farmland. This is about food security. This is about respecting the environment. I don't think it's really relevant what environmental charities Mr. Klarman gives do either-- what good is giving money to one charity on one hand when you are affecting the water/land of up to 1 million people on the other hand? The hundreds of thousand of people who oppose this quarry will not stop. They will not be appeased by an environmental assessment either. Canada has notoriously lax mining and natural resource laws. We also have a anti science federal government who commits environmental atrocities daily. This isn't about money--this is about making a stand for Canada's future, and hopefully bringing about change in the laws that allow this stuff to keep happening. Not to mention the fact that Highland purchased the land under false pretenses, but that's another story. They must have wanted a fight--because they're sure going to get one. Best Karly Whether this is ‘good for Ontario’s economy’ or not isn’t relevant. When thousands of acres of farmland and an enormous water table are affected, something tells me, ‘well, it was good for the economy!’ won’t cut it. Lexo is right, this is for future generations of Ontarians who want access to clean water and non spoiled farmland. This is about food security. This is about respecting the environment. I don’t think it’s really relevant what environmental charities Mr. Klarman gives do either– what good is giving money to one charity on one hand when you are affecting the water/land of up to 1 million people on the other hand? The hundreds of thousand of people who oppose this quarry will not stop. They will not be appeased by an environmental assessment either. Canada has notoriously lax mining and natural resource laws. We also have a anti science federal government who commits environmental atrocities daily. This isn’t about money–this is about making a stand for Canada’s future, and hopefully bringing about change in the laws that allow this stuff to keep happening. Not to mention the fact that Highland purchased the land under false pretenses, but that’s another story. They must have wanted a fight–because they’re sure going to get one.

Best

Karly

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