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  • Why It's Time To Sell DryShips [View article]
    rmn, the markets are closed on Monday... US holiday
    May 26 12:05 PM | Likes Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    Bryce, the farmers were in debt and could not use the land for anything else. Monsanto had fooled farmers and they had a royalty on the seeds that trapped the farmers.

    Since it appears you refuse to read the links suggested by some of the commenters, here is the key points quoted from http://bit.ly/19eqwdA:

    The entry of Monsanto in the Indian seed sector was made possible with a 1988 Seed Policy imposed by the World Bank, requiring the Government of India to deregulate the seed sector. Five things changed with Monsanto’s entry: First, Indian companies were locked into joint-ventures and licensing arrangements, and concentration over the seed sector increased. Second, seed which had been the farmers’ common resource became the “intellectual property” of Monsanto, for which it started collecting royalties, thus raising the costs of seed. Third, open pollinated cotton seeds were displaced by hybrids, including GMO hybrids. A renewable resource became a non-renewable, patented commodity. Fourth, cotton which had earlier been grown as a mixture with food crops now had to be grown as a monoculture, with higher vulnerability to pests, disease, drought and crop failure. Fifth, Monsanto started to subvert India’s regulatory processes and, in fact, started to use public resources to push its non-renewable hybrids and GMOs through so-called public-private partnerships (PPP).
    May 26 11:59 AM | Likes Like |Link to Comment
  • Why It's Time To Sell DryShips [View article]
    Interesting read -- not sure about this "pledged to lenders" concept and your method of attributing ORIG to them. Isn't a pledge a collateral? Typical of a loan structure, then -- no? As long as Dryships meets its loan covenants and interest payments, I'd say this ORIG stock would still belong to DRYS and not the lenders. You're taking it as if it will be seized.
    May 26 09:53 AM | 4 Likes Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    I am glad this investment site mentions Monsanto. Protests from the grassroots level have not seemed to work for years. Now that the information on Monsanto has gone viral, the next step is for shareholders to raise concern. Truthfully, as investors, we try to do a lot of research. Now, what happened to researching Monsanto? Institutional ownership is over 80%. When I worked in the retail sector, my protests were ignored and it was my job at the brokerage house to buy Monsanto along with other items for people's retirement accounts, TFSA accounts, etc. The chart looks good, the analysts upgrade the stock. I was powerless to do anything about it. I'd fill all the orders for the day then circle back to filling the orders to buy Monsanto. People should wake up and call their advisors to tell them to remove this stock from their portfolio.

    Wake up and ask yourself: why is this company spending so much money -- over $5 million per year -- lobbying?! If it's so great, why must they lobby? When Coca Cola lobbied the most, they were actually trying to stop people from finding out they had the most unhealthy drinks. Years later, their lobby spend has gone down. The fight against obesity is a done deal now that Michelle Obama is waging the war. Good! We need to wake up and realize that the total spending on lobbying is a horrendous waste of monies. Lawyers and lobby groups are NOT always working for your good. Just because they work for a company whose stock you buy doesn't mean that you SHOULD buy the stock. $$ without health is worthless.
    May 26 09:45 AM | 2 Likes Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    Good link -- that article deserves a reading by clueless Monsanto shareholders.
    May 26 09:33 AM | 1 Like Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    By the numbers, yes - 2012, $141.342 billion export and $102.871 import. But beyond numbers, use your eyes the next time you are at the grocery store. The number of items that come in from a foreign country, or available to you while it's not in season -- that says more than a spreadsheet ever will.

    The problem with GMOs is they are killing bees. Without bees, plants that require pollination are in trouble. How would you like to say goodbye to the following? Kiwi, onion, cashew, celery, strawberry, broccoli, cauliflower, cabbage, turnip, coconut, hazelnut, cucumber, lemon, lime, carrot, soyabean, walnut, lychee, apple, mango, avacado, almond, guava...

    The list can go on, but I think I have made my point. We cannot let Monsanto run rampant. This thing is a MONster.
    May 26 03:33 AM | 1 Like Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    Michael,

    I have trouble believing more people would starve. The people who have starved in the past, will continue to starve (Africa). Nobody seems to give them enough food for free. Don't see that as about to change.

    Sorry to inform you, but US is no longer the breadbasket of the world. See: http://bit.ly/13V4oPF

    GMO does not have much support in EU. Interesting to note that BASF (a Monsanto-like company of German origin) moves headquarters to the USA as per details here: http://bit.ly/16hKPrV

    In North America, waste is a problem. Good bread is thrown in the garbage at the end of the day as grocery stores refuse to sell it for cheap or give it away citing the fear that people won't buy from them if they drop prices or give away day-old stuff.
    May 26 02:05 AM | 3 Likes Like |Link to Comment
  • Marchers in more than 400 cities across 52 countries took part in protests against Monsanto (MON) today, calling attention to what they say are dangers posed by genetically modified foods. Monsanto is "poisoning our children, poisoning our planet," claims one of the organizers. The company says its seeds help farmers produce more from their land while conserving resources such as water and energy. [View news story]
    I would gladly have joined the protest. Open your eyes, people! Monsanto is evil. GMO is one thing but to make seeds that make a piece of land impossible to use for ANY other crop caused many farmers in India to commit suicide. We in North America still rely on farmers in 3rd world nations for our foods. The least we can do is to be considerate that they need to make a livelihood too. Monsanto is a monopoly. Do some research before you buy into the Monsanto hype. Just because the deaths are not at your backdoor doesn't mean you should not care. Monsanto's seeds blow from one farmer's land onto another's -- causing widespread immunity to other seeds. If you are a neighbor not using their seeds, your land can be destroyed just for being adjacent to a property that uses it. Over the years, as MON spreads across continents, we may have a serious toxic substance in our hands. Sure, it kills unwanted bugs. But some of those insects are actually a necessity for our ecosystems.

    Closer to home (North America), if you will recall, farmers lost out in the war against Monsanto in the courts. Traditional farming methods are at risk. A different way of mass producing clothing and furniture is one thing -- a different way of farming?! Are you really ready to be completely under the control of one company? Their seed spreads everywhere, and farmers unwilling to use their seeds have no choice or are put out of business. What does this say about freedom of choice? There is none.

    Your land, their seed -- but your land is useless once their seed lands on it. Wow. Great. A great big piece of wasteland -- unless you buy seeds -- you can't even use last year's seeds because they self-destruct. You are completely a SLAVE to Monsanto if you are a farmer. In the long run, the farmer is a slave but so is the city person like me and you who is far removed from farming. Everything we touch is contaminated. Everything will be priced as Monsanto wishes to price it. How about a $20/lb watermelon? Far fetched? Well, not if they control things and have the ability to name their price. Some day.... you get the idea. And as for organic foods, those prices will just get even higher. All food prices will go up. Do not delude yourself into thinking that Monsanto allows for food prices to be cheap. That's just now. They're fooling you.

    We've got problems with obesity and cancer right now. We don't need more headaches. Let's short Monsanto. It does not deserve to have a market cap of $55 billion. It is a silent killer.
    May 26 12:37 AM | 7 Likes Like |Link to Comment
  • Shipping: This Rally Doesn't Add Up [View article]
    tencjedd, I can see where the $8.75M number came from. I'd like to know more about how you came up with the other numbers. Especially the $13M and $9.5M. What is an FFA market?

    Thanks!
    May 25 01:52 AM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    Things being what they are, it is good to see that rather than letting 3rd parties do their ads, the company has figured out how to increase revenue through ads and that's been going up nicely. 2015 might be a problem, but definitely before then, there's been plenty of improvements.

    Still don't think the company deserves to be bashed. Track record of Google doing better than others simply by creating something similar is pretty poor, actually. Think Facebook-like Google+, Dropbox-like Google Drive. Really, Google never ended up #1 in these. Just as Bing cannot outrun Google in search, I haven't got confidence Google can do better outside of search and Android (but you can't really count Android when there's no monies coming from that, can you?)

    Going to keep P.
    May 24 10:11 PM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    Hrmmm... unless Pandora comes up with really good ad revenue, which truthfully they are moving towards -- then all the clicking and listening would add up to less than monies... so then it would go to the 25% of revenue structure.

    Wow. So unfair. The real control is in the hands of the copyright holders.
    May 24 09:57 PM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    Oh wow, the more I try to read that the more it's a pile of confusion. Ok. So it's 25% or more. So now according to you it's at 66%. I don't see it going to 25%.... given this is a minimum. That stinks =/
    May 24 09:55 PM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    I'd think they have to share their revenue stream info and then pay pure play up front, and then hand over any extra monies up to the 25% level. That's my reading on it.
    May 24 09:50 PM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    The quote is from this: http://bit.ly/150Z9jL
    May 24 09:49 PM | Likes Like |Link to Comment
  • After rising nearly 13% at the open following better than expected Q1 revenues with a jump in subscribers to its premium service, Pandora (P -4.2%) shares moved too far too fast before falling amid questions about the quality of its results. "Pandora needs to show further monetization gains in order to reach sustainable profitabilty," Dougherty's Steven Frankel says. "The mission is far from complete." [View news story]
    Not sure you got the percentages right. "For larger pureplay webcasters, the deal offers a substantial advantage over the CRB rates. The rates for large pureplay webcasters are the greater of 25% of revenue or a per performance royalty that is far lower than that required by the CRB – even through 2015. As set forth below, the per performance royalty for 2015 will be the same rate that webcasters were charged for 2008 under the CRB decision – and far less than that agreed to by the broadcasters in their settlement with SoundExchange. As most large webcasters claimed that the CRB-determined royalties would total 75% or more of their revenues, this new rate represents a substantial savings. The pureplay per performance royalties (with a per ATH royalty rate for 2006-2008) are as follows:"
    May 24 09:48 PM | Likes Like |Link to Comment
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