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  • HFT, Goldman, And How to Save Free Markets [View article]
    An excellent article Ellen. Thanks for your insight and explanation of what is essentially a very complex problem. Hopefully regulators will jump on this while to iron is hot.
    Apr 26, 2010. 11:29 AM | 1 Like Like |Link to Comment
  • Ballard Power: Fuel Cell Technology Is Starting to Look Interesting [View article]
    Well before I wrote an article about Ballard back in ..we were invested in this company for a number of reasons. Last year in March (a little smarts, a little luck and a lot of guts) we upped our investment in Ballard by a factor of 10, and have been rewarded with nearly 100% since then.

    We feel the upside from here is even better as investors wake up to this 21st century company.
    Apr 26, 2010. 10:18 AM | Likes Like |Link to Comment
  • Why Natural Gas Might Be Bottoming [View article]
    ECA for the long term is a very good investment. Short term there are better opportunities, but we keep ECA as part of overall strategy.
    Apr 20, 2010. 11:44 AM | 4 Likes Like |Link to Comment
  • Uberrimae Fidei: Legal Solution to CDO and CDS Ethics Problems [View article]
    An excellent article Tom. Your thoughts as presented here should be required reading for anyone in their "first week" of an MBA program and before joining any wall street firm. However, and sadly I am afraid, the idea of "utmost good faith" and "fiduciary responsibility" will be lost on many traders and firms in today's "do what it takes to get rich" attitudes that seems to be the mantra of MBA programs from Harvard to MIT. These ideas will only re-emerge and take hold when they are regulated into the system and enforced efficiently and without exception.

    It is interesting that you started with the the insurance industry's "utmost good faith" contract requirement. Especially at a time when it is exactly the insurance policies of average folks that are in the sights of wallstreet vultures at this
    Apr 20, 2010. 11:28 AM | 3 Likes Like |Link to Comment
  • Sell in May and Go Away: Why Wait 'Til Then? [View article]
    Many investors got the same message last April, and sat on the sidelines of the biggest part of the upswing. some are still on the sidelines. You don't only buy or "sell the market" you buy and sell individual stocks, based on good intelligence, fundamentals and knowledge. There are sells in the market, just the same as there are buys in the market, every day, all year long, no matter what!!
    Apr 19, 2010. 07:14 PM | 8 Likes Like |Link to Comment
  • The Real Lesson From Current Goldman Sachs Bashing? Caveat Emptor [View article]
    RE: "It’s time to grow up and realize that Wall Street has no moral duty to the public, they have no moral duty to their clients, they need only observe the laws on the books. Wall Street banks and investment firms are there for one reason and one reason alone, to make money, please don’t think otherwise." EXACTLY......

    This is why the "great casino" has to be regulated, and regulated strongly, by policeman who are not afraid to delve into every aspect of the system to sift out the Bernie Madoffs, the Enrons, the Lehmans and other fiascos including all of the fraudulent derivatives trading that brought us to the brink (and still keeps us on the brink).

    If it takes starting all over again, then that is what it takes.....
    Apr 19, 2010. 01:15 PM | 3 Likes Like |Link to Comment
  • Senate Throws Banks a Derivatives Curve Ball [View article]
    A - Long overdue! These trades should be kept in the open, where they can be scrutinized by regulators, and not hidden away in some investment banks files until they threaten the entire planet.

    Get them out into the open. Long overdue!
    Apr 19, 2010. 12:27 PM | Likes Like |Link to Comment
  • To Hybrid or Not to Hybrid? [View article]
    You must be a short term visionary. Your article presumes that Hybrid vehicles will always be more expensive than regular gas powered vehicles. It completely ignores economies of scale: ie: as hybrids become more ubiquitous, the price comes down (as in all new technology) and in fact, may (and probably will) at some point dip below the price point of it's predecessor.

    The markets in computers- laptops, cell phone-, smart phones etc is a case in point. More technology, eventually leads to ubiquity and lower cost. That will happen with Hybrids, and eventually electric and fuel cell cars. At that point, your whole argument becomes mute.
    The quandary is, if most young people take your advice, it will take longer for that ubiquity to occur as only the older generation will buy hybrids and electric vehicles. Then your argument becomes somewhat self fulfilling. To counter that is the new push to legislate greener technology and more mileage. that will push your agrument aside much faster as the industry will have no choice but to "build it so they will come"!
    Apr 19, 2010. 11:44 AM | 1 Like Like |Link to Comment
  • The Endgame for Goldman Sachs [View article]
    Apr 17, 2010. 07:44 PM | 1 Like Like |Link to Comment
  • Why Is Korea Interested in Extracting Lithium? [View article]
    I agree with redduke that, for Korea to extract Lithium from seawater, separating the magnesium content, would not be their best bet.

    They would be better off making deals with some of the juniors who have made huge claims in Chile over the past two years, as Lithium is more easily extracted there than from anywhere else, and the abundance is enough to supply the demand for years to come..
    Apr 14, 2010. 02:44 PM | Likes Like |Link to Comment
  • Battery Sector Is Ready to Kick Into High Gear [View article]
    We are monitoring the battery makers however feel the best investment, for now, is the underlying resource that is quickly becoming the "go to" resource for battery production as the electric vehicle makes it's re-entry into the markets after a 100 year hiatus...That resource or course, is Lithium!

    Used in mobile web devices from cell phones to smart phones, laptops and ipads, to steel, medicine and nuclear energy, Lithium is the "gold" of the 21st century. Electric cars will not make it on the road without Lithium. From Lithium Ion to Lithium Air and every battery technology in between, Lithium is the "keyword".

    As the mobile web triples in the next 2 years, and as more and more hybrids and EV's hit the road, it is this commodity above all others, that will be in extreme demand, for at least the next 10 years and probably beyond.

    We are already invested in four Lithium plays, and searching for
    Apr 14, 2010. 02:37 PM | 1 Like Like |Link to Comment
  • GE Stands Behind WiMax in the Smart Grid [View article]
    Our money is on Wimax, and the company that owns the patents....Wilan
    Apr 14, 2010. 02:27 PM | Likes Like |Link to Comment
  • Betting on a Natural Gas Surprise [View article]
    Would like to hear your thoughts on the stock price of ECA in 12 months?
    Apr 13, 2010. 12:19 PM | Likes Like |Link to Comment
  • Green Giants: Conglomerates With Big Plans for Green [View article]
    You mention Lithium ion batteries, as if that is the only investment in that space. Those batteries need a huge supply of raw Lithium. that race has only just
    Apr 13, 2010. 11:30 AM | Likes Like |Link to Comment
  • Stock Investing for Retirement: The New Reality [View article]
    Buy and hold? Hold for "how long" is the question one has to answer.

    In today's market, 6-12 months has replaced a 5 year horizon, due to the "speed of light" transfer of information and the efficiency of both business and markets.

    The "Buy" part of the equation is always easy. It is the "sell" part of the equation that is most difficult. The old adage, "buy low/sell high" is as important today as it was 100 years ago. The only ingredient that has changed is the "speed" of the transaction.

    No one else will treat your retirefund like you will. If you give all your investments over to someone else, for safe keeping, you risk much! If you use a financial adviser, or better still, several, then you better get to know them, and question them on a continuous basis. Look after your own house. Technology now gives you all the tools to do so, and to cut out many of the middle men (managed mutual funds) who have for so long gouged retail investors.......
    Apr 13, 2010. 11:22 AM | Likes Like |Link to Comment