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Helen Maynard  

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  • Do These 6 Small Caps Have Big Potential? [View article]
    @ Alan: Thank you for your comments. Glad to hear that POR is one of your top picks. They also just announced a slight increase in the dividend payout. I'm also interested in their recent investment in algae for CO2 capture and energy generation. It's clearly a long-term investment but one that is very compatible with tree-hugging Portlanders (Portlandites?). As a semiconductor researcher, I'm anti-solar.

    @ Brian: Thank you for your comment and pointer to your interesting article on IBA. IBA is also paying a 3% dividend, and that ain't, ahem, chicken feed.
    May 24, 2010. 09:16 PM | Likes Like |Link to Comment
  • Sustainable Energy: Solar Cell Skeptic [View instapost]

    The way I see it, if we don't burn the oil today to make solar cells, then that oil is available for future use. I believe strongly in funding research today to improve our energy efficiency and alternative energy production. If we can hold off burning that barrel of oil for, say, five years, then when it is used, presumably we will have advanced our technology such that the barrel of oil will be used to produce a better technology.

    It doesn't make sense to me to spend oil today to make solar cells that perform poorly. We should wait until we improve our technology so that the energy payback is more favorable.

    In finance we have the concept of the "time value of money." Here I'm suggesting that we consider a "time value of energy."
    Jan 7, 2010. 09:22 PM | Likes Like |Link to Comment
  • Sustainable Energy: Solar Cell Skeptic [View instapost]
    Thanks for your comments.

    If I have a barrel of oil, I can burn it today to make solar cells or I can burn it over the next thirty years. Either ways puts CO2 into the atmosphere.

    I see solar cells as a way to freeze (or store) energy that is then slowly released back over 20-30 years.
    Nov 18, 2009. 10:00 PM | Likes Like |Link to Comment
  • Book Review: 'Nerds on Wall Street,' by David Leinweber [View article]
    Next book in my stack is Mandelbrot's Misbehavior of Markets, but I might put "Nerds" on deck -- sounds like an interesting read.
    Nov 8, 2009. 08:09 PM | 1 Like Like |Link to Comment
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