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Gabe McHugh  

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  • Value In The Sum Of ING's Parts [View article]
    Great article. I have been bullish on ING for a while and I hope the rally continues.
    Nov 11, 2014. 11:26 AM | 2 Likes Like |Link to Comment
  • Fossil Fuels Contain Buried Risks; Look To SolarCity For Growth [View article]
    I just want to point out to all the doubters who criticized this piece that SolarCity is up 106% since I initially published this approximately 6 months ago.
    Feb 12, 2014. 02:39 PM | 1 Like Like |Link to Comment
  • Distributed Solar May Drop Dividend At This Island Utility [View article]
    Currently there is one geothermal plant in Hawaii. There is talk about expanding the current plant and building more, however there is opposition from the locals. The ability for HE to effectively develop geothermal electricity generation would definitely change things.
    Sep 20, 2013. 12:06 PM | Likes Like |Link to Comment
  • GM To Attack Tesla With An Electric Car [View article]
    EVs are not ready for the mainstream yet, however early adopters will be able to support the industry until buying an EV makes more sense than buying a gasoline powered vehicle aka "the tipping point."

    Investing in Tesla is investing with the belief that in 20 years over 50% of autos on the road will be EVs.

    What we saw with the run-up in Teslas price was the tipping point in belief, more people believe than not that this will be the future of transportation. 
    Sep 17, 2013. 08:21 PM | Likes Like |Link to Comment
  • GM To Attack Tesla With An Electric Car [View article]
    Good for GM but I am skeptical of a GM car competing well against Tesla. Tesla is the gold standard of electric cars, its brand is powerful and the final product will likely be superior. This looks like an Ipod vs Zune scenario to me.
    Sep 17, 2013. 02:37 PM | Likes Like |Link to Comment
  • Impacts Of California's New Bill On The Solar Industry [View article]
    Some key thoughts:

    -$10 a month likely won't disincentive people from putting solar on their roofs

    -Most of the room for costs falling in solar are soft costs in distributed solar, there is less room for falling utility scale prices

    -Utility scale solar competes on a LCOE basis with other sources of power that unsubsidized are definitely cheaper whereas distributed solar competes with the more expensive grid which will make distributed solar more attractive when subsidies start to expire

    Conclusion: Currently utility scale solar makes more sense but in the long run distributed will probably be the source of the majority of future capacity. 
    Sep 17, 2013. 02:29 PM | Likes Like |Link to Comment
  • Consolidated Water: Desalination Expert Set To Rise 25% [View article]
    I like CWCO for the reasons you mentioned above. Great overlooked stock.
    Sep 16, 2013. 07:55 PM | Likes Like |Link to Comment
  • Distributed Solar May Drop Dividend At This Island Utility [View article]
    Charlie thanks for the reply. You bring up very valid points that should be addressed. HE's base in terms of kWh sold is 28% residential and 33% commercial, with the other 39% consisting oflarge light and power (streetlights ect). Rooftop solar is not feasible for everyone which is a limitation on how 'far' distributed can go, however I don't think we've reached a saturation point as growth rates continue.

    Another good point you brought up is that as HE incorporates more renewables like utility scale solar that eventually lower the cost of the energy they sell this will not increase the incentives for customers to go solar. 

    .
    Sep 12, 2013. 12:41 PM | Likes Like |Link to Comment
  • JPMorgan's 'The Realization' And Why Real Assets Belong In Your Portfolio [View article]
    It is disclosed at the top under "business relationship disclosure."
    Sep 6, 2013. 12:26 PM | Likes Like |Link to Comment
  • U.S. Debt Levels Could Crash The Market - Here's How To Profit From It [View article]
    Traditionally it encourages hoarding money due to the expectation money will be worth more in the future. Inflation encourages spending due to the assumption goods will cost more in the future and their money will be worth less in the future.
    Sep 5, 2013. 04:44 PM | Likes Like |Link to Comment
  • JPMorgan's 'The Realization' And Why Real Assets Belong In Your Portfolio [View article]
    By 'current' in the report JP Morgan meant from the year 2000 forward as opposed to the second half of the 20th century. The report was targeted to institutional investors that typically invest on a longer time frame than individuals. The past 4 years have been great and not too volatile and I still like U.S. equities. Agree, life is good.
    Sep 5, 2013. 02:46 PM | Likes Like |Link to Comment
  • U.S. Debt Levels Could Crash The Market - Here's How To Profit From It [View article]
    Deflation is bad because it increases the value of debt and lowers investment which slows down the economy and can lead to slow or negative growth.
    Sep 5, 2013. 01:21 PM | Likes Like |Link to Comment
  • U.S. Debt Levels Could Crash The Market - Here's How To Profit From It [View article]
    Nice article. I agree with invest2befree that the inflation risk is low but that does not seem closely related to Jonathan's accurate point that the U.S. should slowly get poorer as a result of a large trade deficit and high debt held by citizens and the government.

    The current situation of heavily indebted countries are running massive deficits is unsustainable and will have to resolve itself eventually.
    Sep 4, 2013. 07:58 PM | Likes Like |Link to Comment
  • Tesla Motors: Original Pricing Model And Non-GAAP Numbers' Significance [View article]
    Awesome article.
    Sep 4, 2013. 07:49 PM | 5 Likes Like |Link to Comment
  • Fossil Fuels Contain Buried Risks; Look To SolarCity For Growth [View article]
    http://bit.ly/17zEKVS
    Sep 4, 2013. 12:34 PM | Likes Like |Link to Comment
COMMENTS STATS
24 Comments
23 Likes