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Re: jbog post# 9154

Friday, 11/21/2014 10:18:08 AM

Friday, November 21, 2014 10:18:08 AM

Post# of 29342
CLF—Credit Suisse's summary is consistent with the Reuters material you posted yesterday. It’s all beginning to make sense: Goncalves is a poker player who doesn’t show his cards prematurely (and doesn’t take off his shoes until he gets to the river, LOL).

Based on what Goncalves said on the 3Q14 CC, I think it’s a good bet that the parent company can disclaim most—or almost all—of the Canadian liabilities.

“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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