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Gary Jakacky  

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  • Defense Contractors: The Best Deal Around? [View article]
    While the risk is greater because the companies are smaller, everyone should take a look at companies developing robotic and non-traditional high-tech warfare techniques. This might include, but is not limited to, IRBT, SAIC, CACI, etc.
    Jan 5, 2011. 10:47 AM | 1 Like Like |Link to Comment
  • How to Profit From Peak Oil [View article]
    I love the way oil peakers concentrate on supply and completely ignore demand factors. US oil consumption per capita and per unit of GDP has been falling for decades. Why I should worry about a $100 price for a barrel of oil which produces $50,000 to $100,000 worth of goods, is beyond me. Abrupt price INCREASES will cause shocks as surely as the abrupt price DECREASES did in the 1990s. And we will adjust to them. JCI and BWA already sell of cash flow multiples which reflect the authors main points.
    Jan 4, 2011. 06:46 PM | 1 Like Like |Link to Comment
  • As state officials try to plug big budget gaps, many consider legislation to scale back the power of unions, especially those that represent state workers. These officials say that unions have become too powerful and throwing state budgets into disarray with expensive pension plans. Labor leaders view the efforts as political retaliation by Republicans.  [View news story]
    Public employee unions should be illegal; their wages should be frozen until the cumulative wage increases over the rolling past three decades are no greater than the rate of inflation; and finally, the gains by the UAW in the GM confiscation by Obama should be taxed away as WINDFALL profits. Nuttin' like shovin' a little bit of egalitarianism right back where the sun don't shine!
    Jan 4, 2011. 06:12 PM | 5 Likes Like |Link to Comment
  • Not satisfied that his 20% approval rating is low enough, Japanese PM Naoto Kan wants to raise the 5% consumption tax. Japan's government spending is twice its revenue, and its debt/GDP ratio exceeds 200%, seemingly leaving lawmakers with few choices, but to raise taxes.  [View news story]
    <<spending is twice its revenue, and its debt/GDP ratio exceeds 200%, seemingly leaving lawmakers with few choices, but to raise taxes>>

    Wow. Who wrote that news bite, the Democrat National Committee?
    Jan 4, 2011. 02:34 PM | 1 Like Like |Link to Comment
  • People are paying down their mortgages, credit cards and other debts - they've re-liquefied, Dennis Gartman tells CNBC, and that's what will drive the market. "Are we going to see enormous GDP growth that we saw in the previous years? No. We're gonna see 3-4% GDP growth, and that's not such a bad thing."  [View news story]
    3-4% growth...good. Lets learn to walk again before we start running.
    Jan 3, 2011. 03:15 PM | 1 Like Like |Link to Comment
  • In investing, it's all about when you start and when you finish, according to these graphs. Example: After accounting for dividends, inflation, taxes and fees, $10,000 invested at the end of 1961 would have shrunk to $6,600 by 1981. But from the end of 1979 to 1999, $10,000 would have grown to $48,000.  [View news story]
    Really: lets see, 1961-1981. Liberal presidents and R.I.N.O.s like Nixon; burgeoning regulation; guilt-trip foreign policy, confiscatory taxes. Gold and Oil prices soar.

    1979-1999: Tax cuts, deregulation, conservative presidents and one lukewarm RINO in Bush1. Military backbone collapses Soviet Empire and frees Eastern Europe. Gold and oil prices collapse.
    Jan 3, 2011. 02:57 PM | 7 Likes Like |Link to Comment
  • Is This a Major Market Top? [View article]
    Economic recovery still in doubt? Gimme a break. We've had months of steady private sector employment growth (offset by firing in the government sector, even MORE REASON to be bullish); household debt is back to average levels, savings rates have increased; the republicans nixed the omnibus spending bill in favor of continuing resolutuons, which will save quintillions as the base of growth of government programs has been reset. Once the fed stops bailing out losers and allows interest rates to rise so that savers can earn a fair return for their thrift, the price of Gold will collapse (again! just ask the Japs after 1980....) and high quality growth blue chips will come to the fore.
    Jan 3, 2011. 02:28 PM | 1 Like Like |Link to Comment
  • Sector Rotation Is a Key Theme for 2011 [View article]
    Your key argument is solid: once we stop bailing out JUNK, the quality stocks will rise to the forefront.
    Jan 3, 2011. 01:34 PM | Likes Like |Link to Comment
  • Three Dividend Aristocrats for the New Decade [View article]
    These cream of the crop quality companies will rise to the top once political and economic policy turns away from rewarding junk, and debt, and profligacy. Patience will be profitable and rewarded.
    Jan 3, 2011. 01:00 PM | 5 Likes Like |Link to Comment
  • How China Can Save the World From Disaster [View article]
    Oh Good! Another Cassandra has postponed Armageddon safely into the future. I assume this means that we don't have to worry about 2012 and the Mayan calendar any more?
    Jan 2, 2011. 07:23 PM | Likes Like |Link to Comment
  • Energy Storage: Cheap Is Still Beating Cool [View article]
    The problem of dodgy Chinese statistics is systemwide. Many people of Seeking Alpha who make a career out of doubting US Dept of Commerce data, swallow Chinese data hook, line, and sinker.
    Jan 2, 2011. 02:47 PM | Likes Like |Link to Comment
  • Nobel Energy Announces Gas Find in Israel [View article]
    Awesome. Now Israel is not dependent upon the US for a vital aspect of its security, energy security. Not ONE CUBIC FOOT to the palestinians. If their houses are cold at night, tell em to call the guys riding camels!
    Dec 30, 2010. 10:18 PM | 2 Likes Like |Link to Comment
  • Department of Labor Gaming Its Unemployment Figures? [View article]
    Yeah yeah yeah. The government creates statistics, the globe is warming, the paradigm is shifting, the black swans are swimming, Al Gore won florida, Japan is the future, history is over, ethanol for everybody, and Bush caused 9-11. Some shibboleths never die.

    In the meantime swallow Chinese output figures hook, line, and sinker.
    Dec 30, 2010. 11:43 AM | 4 Likes Like |Link to Comment
  • Baltic Dry Index: Indicator for Economy / S&P? [View article]
    Baltic dry index has been forecasting a double dip and a market crash since last summer....ummm....when the SP500 was 20% lower than it is now. Does AlGore have a Baltic Hot index to forecast climate change?
    Dec 29, 2010. 10:53 AM | 2 Likes Like |Link to Comment
  • Abbott the Only One Left in the Osteoarthritis Game [View article]
    Excellent example of why the FDA should be abolished entirely (and let private rating agencies compile data on drug safety and side effects) or, make the FDA advisory only.
    Dec 29, 2010. 10:10 AM | 1 Like Like |Link to Comment