Coal, Natural Gas, Solar, Small Cap, Throw a Dart

Not sure there is much to say here, a buying stampede - we pointed out all these groups on the weekly summary as the herd trading dominates and it is carbon copy of fall 2007. It's like a Roman Orgy of speculative buying right now. Zero fear.

Buy coal...


But buy the lowest price sub $5 stock for best results



Buy solar stock (my favorite group - lose money owning them 340 days a year, but triple your money the other 15 days), but buy the lowest priced for best results




Buy natural gas



Buy buy lowest priced ... well you get the picture



And this is not even touching on the multitude of Chinese small caps flying 20-30%+ - just one of countless many


Or rubber shoe makers

Comments

[Dr. O:]

Clearly frothy to the upside, just as it was crashy to the downside. Some of these stocks were down 90% in a year, so maybe "fair value" is somewhere between.

May 04 08:43 PM

[Wisdom vs. ...:]

CSIQ and SOLF: the first three letters of the latter describes the finances of both. take your gains and run you lucky dogs

May 04 10:17 PM

[Mad Hedge F...:]

Clean coal is heating up. I wanted to get the low down on clean coal, a political hot potato in the energy sector, so I visited some friends at Lawrence Livermore National Laboratory. The modern day descendent of the Atomic Energy Commission, where I had a student job in the seventies, the leading researcher on laser induced nuclear fission, and the administrator of our atomic weapons stockpile, I figured they’d know. Dirty coal currently supplies us with 50% of our electricity, and total electricity demand is expected to go up by 30% by 2030. The industry is spewing out 32 billion tons of carbon dioxide (CO2) a year and the global warming it is causing will lead us to an environmental disaster within decades. Carbon Capture and Storage technology (CCS) locks up these emissions deep underground forever. The problem is that there is only one of these plants in operation in North Dakota, a legacy of the Carter administration, and they cost $4 billion each. The low estimate to replace the 250 existing coal plants in the US is $1 trillion, and this will produce electricity that costs 50% more than we now pay. And while we can build a wall to keep out immigrants, it won’t keep out CO2. This is a big problem as China is currently completing one new coal fired plant a week. In fact, the Middle Kingdom is rushing to perfect cheaper CCS technologies, not only for their own use, but also to sell to us. Since it appears that Obama is not willing to wait on anything, expect to hear a lot of sturm und drang about CCS this year.

May 05 10:54 AM

[discov:]

I am taking the other side of that CROX trade. detailed chart here tinyurl.com/lel36y

Jun 10 12:10 PM