Bruce Vanderveen

Long only, deep value, growth at reasonable price, dividend
Bruce Vanderveen
Long only, deep value, growth at reasonable price, dividend
Contributor since: 2008
Company: Freelance author and copywriter
I can appreciate the point that Sears exposure is limited but malls as an investment sector have a questionable future considering the rapid growth of on-line buying.
We are often told that newly fracked wells have rapid production decline rates. Therefore one might think that gas production would drop significantly as rig and new well counts fall off due to low prices.
Hasn't happened. What am I missing?.
Yes, too much abundance in many things... but not everything.
I live in Florida and have seen the supply of wild fish and other sea food from the Gulf of Mexico go down as demand has risen dramatically (everyone loves to eat grouper). I now read articles showing the oceans having only 1/2 the fish and other wildlife they had 40 years - ago - http://bit.ly/1Pw65e6. Prices for seafood here in Florida have quintupled in the 30 years I've been here .
Also, although I haven't researched it yet, I am pretty sure supplies of clean water are down globally. I do know Lake Michigan (have cottage there) now sees frequent algae blooms and mercury contamination. Originally this was pristine water from the glaciers melting 12,000 years ago.
UTA - Thanks for the complement - I hope I'm right.
For APTS no math formula. I like the combination of insider buying, growth potential, experienced management, plus a good (and rising) dividend. Also REIT expert Brad Thomas has written favorably on APTS.
Coal is the bete noire of global warming. You just can't make it green.
Thanks Warren. I'm not familiar with aimco. What is its ticker symbol?
CQQQ does not currently appear to hold any Alibaba (BABA) (http://bit.ly/1O5Fdnd) so not sure how BABA can dominate the funds return???
Great article! What red flags do. you look for in the most recent earnings report?
I second Billybob207s opinion. Chromebooks are great. No virus, anti-virus, malware, upgrade, slow down worries. Inexpensive too. I also am on one right now.
I already use Google Docs/Drive. Love that too. Big improvement over Word/Excel - same features but much more versatile.
Without a doubt, it's fun (and can be quite profitable) to run with a hot bubbly stock on the way up. But... Is that what investors want managers to do (gamble) with their money - the top holding at that? I don't think so.
Someone is, at one time or another, ultimately responsible. Simply because an ETF is passive does not mean managers are slaves to the holdings. Notice how quickly TAN and/or its index dumped Hanergy once it all hit the fan. So, yes, they can act if they really want to.
Just an interesting note. A couple years ago I was fishing in northern Canada (NOT a hot spot for solar one would think) but because of the impossibility of electric service solar panels provided all the cabin lighting (fluorescent, CFLs or LEDs would have been more efficient).
It worked well but of course summer only. I guess if you added wind generation - lots of wind up there - you could go all year. Still need wood for heat though.
marky731... I was afraid of this. Yes, I do know that China and India are not technically included in the strict definition of "Southeast Asia." That is why - in the first sentence in the first paragraph - I wrote "If you include China and India, Southeast Asia..." A map will show you that China is located in East Asia and India is located in South Asia. (Where else would you put them?) I guess it wasn't enough to keep the nit pickers away though.
And yes, it's true, the economies in the region vary considerably, but taken as a whole they are, as I repeatedly stated in the article, growing rapidly. The ETF's mentioned concentrate holdings in the fastest growing countries.
I bought a Chromebook (basically an internet portal plus some apps) 2 years ago and have never looked back. I do all my writing with Google Drive docs - better than Word in my opinion.
I see friends with windows systems constantly struggle with viruses, ads, malware, updates etc. Oh, and they also spent more money for the lap tops than I did for the Chromebook.
It's true Chromebooks don't run stand-a-lone programs but... almost everything is available on the Web now.
Thanks Dana for your intelligent article and comments in handling this incredibly complex and controversial subject.
Love your articles and that you are not afraid to challenge convention.
Saw a cartoon in Tampa Bay Times showing the southern 3/4 of the state under water and our climate-change-denying governor, perched high in his office in the panhandle, exclaiming "Still not scientifically proven!"
Those who consider going off the grid would never have a 65" plasma TV. Lithium-ion batteries are getting cheaper every year. Energy efficient LED bulbs are replacing incandescent ones. The trends are clear.
Those who obsess over big houses, plasma TVs, and other expensive toys don't see it though. It's kind of like a horse and buggy guy laughing at a broken down auto at the start of the 20th century.
trabor...
Thanks for the information. I will look at revisiting stevia in another article in a month or two. I will try to locate all stevia related companies but must stick to business (with substantiating facts) or else SA will not publish - they don't go for sensationalist articles.
My wife and I, over the last year, starting using stevia in a 50% stevia/50% sugar combination for baking pies etc (much more costly than sugar in store but at least they now have it). I also drink SoBe a Pepsi product (again a stevia/sugar combo). The taste is a little different but I don't mind it and am glad to be able to eat something sweet while avoiding sugar and artificial sweeteners. I will look into the 2 oz bottle you mentioned. Is it on ebay?
Thanks trabob for commenting on this 3+ year old article.
Stevia is now beginning to go mainstream as Coca-cola, Pepsi, Starbucks and others are now marketing products containing it. With obesity rates so high the more health conscious among us are using more of this natural, zero-calorie sweetener. The future looks good for Stevie.
This article garnered a very large amount of comments (for me) which shows the intense interest people have in the subject. I am considering a follow up article.
Not sure STEV is the best way to invest though.
CHK sold it's southern holdings in the Marcellus - still has northern ones http://bit.ly/1uFujcl
For those who wish to keep up with the latest in LNG look at http://bit.ly/1zPBINp They have a free newsletter.
I agree, EXXI has a lot of potential but they may be in trouble if oil doesn't go up in the near to mid-term. That is one of the risks of debt. I'm not sure when what the their loan maturity schedule is - worth checking out.
The business of catching falling knives is, at best. difficult. I know from personal experience.
One criteria I use (although not perfect - nothing is) is insider buying. So far I don't see this in Ceragon so I would stay away. If the company really is on the verge of a big comeback I would expect to see some insiders taking positions.
Thanks Michael. I'm long some Peyto too.
I agree with your predictions Bret. Time will tell of course but I think you are as close as anyone can get as to what actually will happen
Since I have some GILD I especially hope you are right there.
murjames - That's true; Tag has also fallen. It seems small-caps always take it on the chin when equity markets drop. The good news is small-cas usually outperform when they rise. Eventually, I feel both companies will appreciate substantially. It may take awhile. We will see.
Bret
Thanks for another great article - you are my top go-to-read author on SA.
I too don't get Barron's, so I appreciate your mentioning some of their content periodically.
Thesaurus says "sanquine" means happy; optimistic. Do you really mean "wary?"
Its hard to argue with the author's thesis. Google is the place to be for now and in the foreseeable future. I sometimes think they may be running the world eventually. Forever? Not so sure about that though.
I too would like to thank you Brad for pointing out some of the REITs to avoid. Most articles on SA (and elsewhere) are bullish, but we all know the other, riskier side is there waiting to deplete investor's money.
The unusually cool summer (so far) in the eastern U.S. caught most by surprise. Electrical demand was therefore muted and power generating stations used less gas than anticipated. This has allowed storage levels to be built back up faster than expected.
Owning both a Google Chromebook and a Windows 7 laptop, I much prefer the Chromebook. Why? It's faster, cheaper, less complicated, highly portable, and more focused on what I do. Who needs buggy, slow, virus/malware/bloatware prone, constantly in need of upgrades, personal computers when web based solutions work so well?
Yes, MSFT is changing - they have to. Lagging in mobile, faltering in Windows, the company is now beginning to lose it's Microsoft Office dominance to Google and Apple/IBM. MSFT, like the captain on the Titanic, sees the iceberg ahead, but it may be too late to change course.
Thanks for another valuable article VD. I agree, SYRG seems like a great company - but now, having quadrupled in price over the last 2 years, is likely overvalued.
I especially like your key metric comparisons. It helps readers separate herd mentality hype from factual fundamentals. By "digging" up companies which are undervalued you identify them before they quadruple in price. (Investors always like that!)