J Clinton Hill

Hydrogen-Fueled Cars Become a Thing of the Present

to all commenters:

i really really appreciate your comments on this topic. it has been quite enlightening and i'm sure quite beneficial to other readers.

my schedule does not permit me to respond to some of these comments today (responsibilities of being an investment advisor compete jealously with my interests in blogging)...

note that i have an interview with a CEO from a infrastructure component of the H2 developing industry and plan to share this with readers in a post in the very near future (i.e. as soon as i get time)

keep the comments coming... investing public needs to understand the issues more... unfortunately it doesn't get enough coverage in the media...

Hydrogen-Fueled Cars Become a Thing of the Present

great... thanks...


On Nov 04 10:18 AM Mark Anthony wrote:

> Mr. Clinton you said:
> "There are no insights on immediate gratification investment strategies
> to be gleaned from this article."
>
> One immediate gratification from a hydrogen economy is the precious
> metal palladium, and that immediately leads to Montana based Stillwater
> Mining, SWC.
>
> What is the connection between President Bush, President Putin, Hydrogen
> Economy and their secret deal on a palladium mine? Read this article:
>
> www.motherjones.com/en...
>
>
> That one article triggered my interest in palladium and then I discovered
> not only hydrogen has something to do with palladium. The isotope,
> deuterium, has even much more to do with palladium. And deuterium
> is our energy future, due to a new science called Cold Fusion, now
> known as condensed matter nuclear reactions.
>
> CBS 60 Minutes aired a program on Cold Fusion on April 19, 2009,
> which is a must watch. Follow the link here to watch the CBS program
> on Cold Fusion:
> stockology.blogspot.co...
>
>
> seekingalpha.com/autho...

10 Companies that Just 'Keep a-Comin'

to all readers:

thank you for your comments... may the ghost of tom joad live on and forever inside each and every one of us!!!

no one can stop us!!!

Hydrogen-Fueled Cars Become a Thing of the Present

note that this title is misleading as the original has been edited by SA

it originally read: "future for hydrogen fueled cars converges on the present" which has different implications than "hydrogen fueled cars become a thing of the present"

if you read between the lines of this story, innovation will eventually get us off oil.... whether its via EV or H2 or Solar or whatever...

ETF Market Trends: GDP Upside Surprise Ironically Gives Worry to Sustainable Recovery

thank you...

yes, this data is available on a historical basis in database formatted reports, but is reserved for premium research reports, special studies, and consultative retainers...

hillbent uses proprietary indicators & models for tracking the flow of capital markets trends and correlation analysis between key asset classes, industries, and sectors which are mimicked or represented by various liquid indices, exchange traded funds, and individual stocks trading on U.S. exchanges...

glad you enjoyed the report and found it useful...

have a great week...


On Nov 01 11:51 AM Aquater wrote:

> Excellent analysis and a wealth of data to digest for investment
> purposes. Data is systematically organized and presented in comparable
> way. Synoptic coverage is highly remarkable, to say the least.
> Nary an aspect of investment world is left untreated.
> The next question: Can this data be available on historical basis
> so one can see how an investment instrument has moved, and from which
> position, to where it is currently?
> Any way, the author needs to be commended and congratulated on achieving
> a thorough, comprehensive and highly useful analytical presentation
> of current investment data.

What's the Fair Value for the Dow Jones Industrial Average?

i normally don't comment on comments for other bloggers, but as a proponent of free market capitalism, i philosophically disagree with your proposed solutions...

such measures would highly restrict the freedom of choice and flow of capital to both competitive or even more consumer/friendly business models...

in essence, it would be akin to shooting ourselves in the stomach just to get to the predators who stalk us from behind...

if you are searching for a utopia or sugar tit in the sky, you might be better off relocating to venezuela or someplace similar if you're really serious about this..


On Nov 01 07:01 AM apppro wrote:

> What happened this week is just another and perhaps best/final case
> into why we must stop this short-term option trader/traitor mentality
> & trading. I’ll be the first to admit that maybe the DOW and
> S&P have as some have complained, “Gone too far in too short
> a period of time!” Without going back to my original argument that
> they’re basing that moronic statement on a level we should have NEVER
> been at in the 1st place, let’s just say that maybe the markets have
> gone a little higher then maybe their actual worth is based on. As
> to whether the DOW or other indices are fairly valued, I give your
> opinion above worth noting.
>
> For me I take a far longer view. We’ve taken out all the added fluff
> that they say was added with all that leverage since 2004, and actually
> we’re even back to 1999 levels. Fair? Doesn’t sound fair to me, but
> that’s what we allowed to be done.
>
> Just look at this past week’s chart of JPM Chase.
>
> finance.yahoo.com/echa...;range=5d;indicator=vo...
>
>
> Monday and Tuesday were ok and non-events on no news. On Wednesday
> the entire market sold off at the open and never recovered. The news
> again was really a non-event, but some media pundits & traders/traitors
> brought back that ‘double deep’ crappola and fear spread throughout.
> Thursday reality set back in when GREAT GDP and just ok employment
> #’s came out.. the markets recovered, but those traders/traitors
> couldn’t let it go. CNBS had a parade of naysayer pundits on the
> show Friday morning and when basically so-so spending and income
> numbers came out at 8:30 am (These numbers were exactly as expected
> and should have been a non-event.) the short-term option traders/traitors
> had worked everybody up into a sell-off mode and things never looked
> back. 250 points down on the DOW and major levels breached. It was
> a pure disgrace. They tried to blame it on the dollar, on the consumer,
> on anything they could grab a hold of; but when it comes down to
> it, the sell-off was a well orchestrated, end-of-the-month options
> traders/traitors manipulated disaster.
>
> You may ask, “Why should I care? I’m not in the market or I own mutual
> funds, why should this matter to me?” It matters because you may
> be one of those lucky people who still has a job, or one of those
> still trying to find one... all these swings and angst are not healthy.
> They make everyone so full of fear and uncertainty that no one can
> muster up the desire to spend, invest, invent, inspire, etc. And
> don’t make the mistake of thinking that CEO’s of big companies are
> any different. I told you before, you keep bashing someone over the
> head over and over; sooner or later they will break! This is especially
> true of small businesses, the major driver of employment in the U.S.
> Would YOU spend thousands or go into debt to start a new business
> if every 5-minutes someone else is telling you that everything will
> crash in the next 10-minutes? I don’t think so!
>
> Whether you’re a Republican or Democratic, whether you’re a capitalist
> or socialist, whether you’re a ying or a yang; we MUST ALL start
> to agree upon ONE THING and that is this short-term mentality and
> trading MUST END!
>
> STOP THE INSANITY NOW!
>
> Revised Tax Rules:
>
> 1. Capital gains under <6 months - 55% tax on capital gains
> 2. Capital gains 6 > 12 months - 45% tax on capital gains
> 3. Capital gains 1 > 2 years - 35% tax on capital gains
> 4. Capital gains 2 > 5 years - 18% tax on capital gains
> 5. Capital gains 5+ years - 5% tax on capital gains
> 6. Most critical of all — Institute a capital gains tax of 55% on
> ALL short sales not directly tied to a long buy by a licensed hedge
> fund. I'm tired of paying for the pure shorts 3rd vacation home.

What's the Fair Value for the Dow Jones Industrial Average?

thanks for taking the time to share this "valuation compass" for the Dow... it serves will serve as a convenient reference point, especially in the midst of any stormy corrections that might follow...

although some argue that the forward EPS estimates are a bit optimistic, it is more important to consider that the TTM earnings give us a floor and the likelihood of growth from this point is highly probable, so there is upside for the DJ-30...

my investment bias leans towards the "W" recovery camp, but part of my thesis is contingent upon how effectively dollar weakness is managed by the Fed and supported by other central banks...

any pullback should be welcomed as a buying opportunity and that is most likely what we will see from bulls if sellers get too aggressive...

thanks again... really enjoyed your concise report...

ETF Market Trends: Resurgent U.S. Dollar Exacts Vengeance on Riskier Assets

neocon47:

the primary purpose of this report is to focus on etf market trends for highly liquid securities that mimic or represent capital market indices, assets, industries, geographical regions, and/or investment themes.

i'm afraid you lose this bet because i did read the gdp report and analyze its driving catalysts. listen, there are plenty of bloggers at SA who focus on economic data events, so you can probably find excellent coverage on this segment of the vast universe of investment finance.

for international bonds, this report currently includes WIP (international inflation protection) and EMB (emerging markets bonds).

starting next week, this report will include the addition of BWX (international treasury bonds).

if you have other suggestions for bond ETFs that are highly liquid and widely followed, please let me know and i will definitely give it consideration.

note that this report will never cover every niche of the ETF universe, but hopefully enough to allow readers to efficiently assess the overall market condition and direction.

thanks for your suggestion... hopefully, it will benefit plenty of others besides yourself.

have a great weekend!


On Oct 31 07:35 PM NEOCON47 wrote:

> Did you look up what caused the GDP to rise?
>
> The numbers are not healthy nor the Brige Book Report of Oct. 21
>
>
> I betcha you didn't.
>
> Also, with all of these charts, why don't you chart International
> Bonds, ETFS?

Galleon Proves the Case for More Oversight

<img class="authors_reply" src="static.seekingalpha.co...">

i agree that there should be some form of regulation for hedgefunds, but in my article what i am really getting at is the practice of disclosing privileged info on other clients trading activities in order to attract & retain high velocity traders who generate huge fees for banks.

from this standpoint, brokerage banks are just as guilty and i doubt that there will be any serious legal attention directed toward them.

unfortunately the editor retitled my report in a manner that does not reflect the spirit of my intent as an author.


On Oct 30 10:20 AM john s. gordon wrote:

> there have been laws against insider trading.
> lack of enforcement has always been a problem.
> nonregulation of hedgie funds should never have been permitted.

ETF Market Trends: Bears Emerge from Hibernation in Oversold Market

<img class="authors_reply" src="static.seekingalpha.co...">

carl,

no where in this post do i quantify the market being down "5 out of 6" days and/or associate or imply the market being oversold for this reason.

it is true, after today's close, the market is down 5 out of 6 days.

i state that the market is "approaching the boundaries of extremely oversold territory" which implies that this is not yet its current condition. however, it is moving towards "extremely oversold" based upon percentage qualifiers and historically tested models.

nothing is infallible, but if it makes you feel good to give yourself a pat on the back by saying "gotcha" to an analyst/writer, then god bless you...

my determination for the market being overbought or oversold is derived from proprietary technical indicators. during the extended rally, i have labeled the market overbought on several occasions.

when the facts change, i change my opinion. my investment bias is dictated by the trend tables that i have organized and if the trend is down for a short, intermediate, or long term basis then my bias corresponds appropriately with the market trends. you only need refer to the trend tables to learn my investment bias.

if you have followed any of my writings on technical analysis over the years, i continually caution readers that markets can stay overbought or oversold for extended periods of time.

statistically, a disproprotionate percentage of stocks are displaying oversold signals vs. overbought based upon proprietary oscillators and price-volume indicators.

1020 to 1040 is key support zone. if we break 1020, the odds favor us testing 990 levels. until the market arrives at this testing area, it is premature to call things one way or another. the only thing i know is that the short-term trend is down. after i conduct my analysis this evening, my conclusions may be better or worse... let's wait and see...

what i am trying to do is alert people to a potential anomaly and the vulnerability of getting bitch slapped by following the herds of sheeple. i find it quite unusual and disturbing for the market to advance for such a long period of time and flash oversold signals so early after only 5 trailing days of relatively small negative performance.

in terms of overbought or oversold, indicators can be applied to different time frames. Short-term the market is oversold. Intermediate term, the market still remains overbought.

also, if you read my reports regularly, then you should know that i am fundamentally bearish on the market while acknowledging that the technicals have been bullish...

in terms of logic, i am not always linear in my thinking or interpretation of the environments in which i interact...

hopefully this clarifies my investment bias for you and other readers...

thanks...

19 'Babies with Bathwater' and 1 'Dog with Fleas' Stocks for the Week

<img class="authors_reply" src="static.seekingalpha.co...">

<img class="authors_reply" src="static.seekingalp...

hi cato:

thanks for sharing your research efforts on ENP...

yes, this screen is a quantitative filter for both fundamentals & technicals. i acknowledge in the preface of the report that it is not perfect and unfortunately it is unable to exclude a "MLP"... just based upon its technicals, it slipped thru the cracks and as i write this reply, ENP is down @ 5% in just 3 days vs. the SPY being down @ -2.4% over the same period on an intraday basis.

when used in conjunction with our market direction reports, most of the stocks results yielded from this screen tend to be right..

the whole purpose of this report is to create a reference point for investment ideas and not specific recommendations, which is also strongly emphasized in the preface of this report. in fact, the only thing i recommend is that readers do their own due diligence like you just did before taking any decisive action.

at any given week, the screen can generate up to 40 different stocks, a number that makes it impractical to research thoroughly, especially without compensation...

there is a premium version of this report that includes decision support research for more in-depth fundamental analysis and market-timing... the manner in which i interpret and apply the results is often non-linear and will vary, e.g. ratio spreads, options, and bullish or bearish positions for both babies or dogs. at the moment, the report is currently unavailable to retail investors, but enough clues are provided to point people in the right direction most of the time.

on the surface the report appears to be simple, but there's a lot more substance underneath the hood in terms of algorithms and proprietary inputs. to keep it user friendly, the format is intentionally presented in a simple an streamlined manner. as i have said before, in the right hands of a professional, the report is a pretty versatile tool and comparable to a swiss army knife.

i sincerely appreciate your comments because this report has accomplished another important objective and that is encourage further research efforts from readers and provoke them to share their opinions and discoveries for the benefit of others as well as themselves.

if i could get more people to take me to the mat like you just did, then i consider myself to have done my job well, i.e. empower people to help themselves and help others...

thanks again.... take care and have a great day!


On Oct 27 09:33 PM cato wrote:

>
> This evinces the dangers of conducting brain-dead screens on stocks.
> When you know nothing about the underlying stock, these screens are
> much worse than worthless.
>
> ENP is an MLP. As such, its numbers must be viewed very differently.
> For example, GAAP EPS is not meaningful at all, because it does not
> account correctly for the massive Oil and Gas hedging upstream MLPs
> like ENP have. For companies like LINE and ENP, hedging income accounts
> for a moeity of their revenue right now.
>
> The key metric for these companies is not EPS, but Distributable
> Cash Flow (seekingalpha.com/symb... -- which ENP has up
> the wazoo. In fact, it just reported earnings tongith with enough
> DCF to increase the distribution again. Tell me, how many of your
> recommended stocks have increased dividends lately?
>
> What's more ENP has 140% coverage of that distribution (plenty of
> room to increase some more). That's better coverage than just about
> any company in the MLP space.
>
> Boy you really blew that one. Hope you didn't do something really
> stupid like short it.

ETF Market Trends: Bears Emerge from Hibernation in Oversold Market

pmi or "power meter indicator" measures strength of a security

10 Companies that Just 'Keep a-Comin'

OG:

you are very much welcomed...

i'm glad that i could convey & share similar feelings of inspiration...

the original title on my website was "searching for the ghost of tom joad amidst the financial crisis" but the editor changed it

i hope more people read it @ SA and find it as uplifting...

cheers...


On Oct 26 07:47 PM optionsgirl wrote:

> Very inspiring and a good list, too. Just the pick-me-up needed on
> a down day. Thank you.

19 'Babies with Bathwater' and 1 'Dog with Fleas' Stocks for the Week

can you please be more specific on your definition of "info" regarding ENP and maybe i can address your question...

i realize that a mother never likes to hear that her child is ugly, but work with me on this one and maybe i can learn something too...

thanks...


On Oct 26 06:38 PM User 345572 wrote:

> I don't know where you get you info from but it is seriosly flawed
> especially about ENP.

19 'Babies with Bathwater' and 1 'Dog with Fleas' Stocks for the Week

hatefeebay:

i can't tell you how to specifically use this list as this investment tool can be as versatile as a swiss army knife in the hands of a professional or experienced trader...

in the wrong hands, the list is also akin to a child playing with a loaded gun...

what is your level of investment experience, e.g. professional, self-employed trader, serious self-directed investor, etc.?

when a stock appears on the BWB or DWF list, it may also signal a shift in institutional sentiment or precursor to some unannounced event. the whole purpose of this list is to give investors & traders clues... not specific buy & sell recommendations... this is why i strongly encourage readers to perform further due diligence...

if a stock is still highly rated, and the fundamental conditions remain bullish or even improve, then a falling share price is favorable from a contrarian view... if the stock was still falling in price when it was brought to your attention, buying it would not be prudent... instead put it on a watchlist and wait for it to find support... that's just my way of doing things

are you up to speed on their most recent quarterly conference calls... can you fairly assess the overall sentiment toward the stock's industry?

myself, i prefer to use both technicals and fundamentals to make my buy & sell decisions... i won't invest in a good stock if the trend is down nor invest in a bad one if the trend is up... that's just a part of my own investment philosophy and risk management strategies... (only a part of it)... also bear in mind that "trading" and "investing" are two different animals... investors will differ on these principles based upon their individual financial circumstances, emotional psyche, etc...

if you are looking for something more specific in terms of investment advice, contact "market-condition at hillbent dot com". i do regularly monitor the companies on this list, but this service is reserved for premium subscribers

good day and thank you for your comments

On Oct 26 09:15 AM HATEFEEBAY wrote:

> What about the babies that you listed a few weeks back that have
> still dropped another 10% like JAG and FCS that dropped well over
> 10%? So if it was a baby weeks ago and then dropped an additional
> 10% or so, I wonder where that list is.... hmmmmmm