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Industries to Avoid, Industries to Buy [view article]
since we are in a global economy ,whatever happens in China will be felt in the US and viceversa ,at some point in the future the standard of living in China will be close to that in the US ,their standard of living will certainly improve ,think about it you will be able to solve a big piece of this puzzle ReplyIndustries to Avoid, Industries to Buy [view article]
Your comments re: Medicare Part D...The majority of meds will be generic. The 'takers' with no risks taken, no path to production factories, no indication of what's in their product other than a USP # to 'claim' it's the drug without the brand name.
Kaiser's used generics for years. Mom complained that her generic vicodin was hurting her stomach (can't tolerate aspirin). I had product analyzed: contained aspirin, acetominophen, caffeine; NO narcotic. How many will die, have adverse reactions, lose disease control (seizure disorders, diabetes, hypertension, angina, etc) because NO ONE is monitoring generics or factories.
Anderson Cooper 360 on CNN did story on this last fall, 2007.
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Industries to Avoid, Industries to Buy [view article]
Whew, narrow views for sure. You have some growing up to do, and a bit more study. ReplyIndustries to Avoid, Industries to Buy [view article]
Man,The quality of this type of trash rant is well below what is normal for this website. Reply
Industries to Avoid, Industries to Buy [view article]
After reading the first few comments, I would like to suggest that some of the commentators read book "The Squandering of America" by Robert Kuttner. "Free trade" in theory is unlike "free trade" in practice. ReplyIndustries to Avoid, Industries to Buy [view article]
If you believe that repeal of the gas tax or more government regulation will bring the price of gas down,you need a lesson in economics.Only a decrease in demand or an increase in refining capacity will bring the price down.Refiners have been unwilling to make the capital expenditure due to the time and cost of building a new refinery without a guarantee that demand will remain high. ReplyIndustries to Avoid, Industries to Buy [view article]
Interesting view point. One question regarding the notion that price controls can help to solve the health care situtation in the U.S. "What happens to the supply of doctors, drugs, etc. when price controls (i.e., price caps) are implemented?" Let me help you, the supply will fall and with it, access to health care. And just so you know, there will be a "honeymoon" period when price controls are in and supply is ample. But it takes 10-20 years for new drugs and 7-12 years for a M.D. to enter the system. What happens when you're middle-aged and the supply of docs/drugs is down by half? Oops! ReplySmith
Industries to Avoid, Industries to Buy [view article]
While the author's prescriptions are eyebrow-raising in themselves, it seems that they're based on some fundamental misunderstandings of what underlies the situations he sees.For example, cities don't regulate or manage water for consumer protection; they do it because a water utility is one of the special cases (almost all in infrastructure) where competition is impractical.
Additionally, he begs the question on ExxonMobil profits. In fact, most of the recent upward trend in earnings has been due to increased consumption. Despite the author's ex cathedra assertion to the contrary, businesses can make more money without necessarily improving profit margins--by increasing the volume of sales. In fact, XOM's profit margin is below the average profit margin of most banks and (pre-collapse) investment firms, and it's about half that of pharmaceutical companies.
Finally, it seems that those who call for a "windfall" tax or the even more confounding "regulation of profit margins" seem to studiously ignore two major points: Not only is the big, bad corporation owned (directly or indirectly) by pretty much everybody with a retirement plan, but XOM also paid the highest income tax ever last quarter. Reply
Industries to Avoid, Industries to Buy [view article]
If Ford is offering the "gas cap" why is Chrysler spending all of the media money. I think I got the wrong batch of "kool-aid"..... ReplyIndustries to Avoid, Industries to Buy [view article]
l. It's a little naive to suppose that it's harmful to the US for foreigners to buy property from us. I represented foreigners investing here for years, and usually they seemed to me to be overpaying. We Americans do a pretty good job of pricing our stuff.2. How can anyone think that the interposition of an insurance company between the patient and doctor or hospital do anything but add to the costs of medical care? The first thing we should do is make medical expenses deductible for income tax calculations again. Then we should recognized that we're all going to die. Then we should recognized that medical people are humans dealing with
mechanisms of which they have little understanding. Then one can begin to discuss healthcare rationally. Reply
bystander
Industries to Avoid, Industries to Buy [view article]
Good discussion, minus the rants and insults. Personally, I agree with most of what the author has to say, but there's one issue that has been left out: The oil industry has HUGE barriers to entry! Can anyone name a new player in the refining/oil discovery/ gas retail business? No, there are none. So there goes your free markets. Those who control oil are labeled cartels, rightly so, as pricing behavior is now tantamount to that of a monopoly controlled industry.The fact that there are record profits during record prices bears this out. If anyone could enter the market to get a piece of the action, they certainly would. Instead consumers are left to fend for themselves.
The person who wrote that cars are not necessary items is simply deluding himself. I, like many, live 10 miles from the nearest bus stop or food store. How am I supposed to get to work or feed my family without a vehicle? Or has food and a salary become optional in today's society? (And no, biodiesal is not an option. We just don't eat that many french fries in my house.)
So, we have a necessary commodity being sold by a monopolyish industry where prices are spiraling out of control. Yes, the markets will eventually deliver us fusion energy and electric cars, but there's a lot of people out there who could lose their homes and families before that happens.
Those who say the government is useless -- that makes sense to you except in Iraq, right? I spent 11 years in the Air Force, and I know that there are some things the government does really well, and some where it needs to stay clear. The FCC has a pretty good track record for breaking up monopolies (yes they're not perfect). The government should be acting now to provide some defense for the now gas-addicted public until the market sorts things out.
There've been few decent ideas IMO. The gas tax holiday is preposterous. A windfall profit tax, in and of itself, will not be helpful. The government can and should develop an energy policy (it really has none, now) that includes a system of taxes, credits, and perhaps some regulation to reward behaviour that stimulates alternative energy. There's more need for carrot than stick. Those of us that are paying nearly $4 a gallon are already getting the stick.
One area in which I would look at direct regulation would be the energy futures markets. These markets were sold to the public on the basis that they would stabilize prices in the long run by allowing large users to hedge their costs. That no longer happens -- look at the airlines, nearly all of whom are minimally hedged, because their pricing models don't anticipate the kind of behaviour we currently see in these markets. Yes, those managements are partly to blame in not realizing that the models have broken down, but a manager should not be required to be clearvoyant to run their business (at least not all the time). The futures markets have become corrupted by the codependant relationship they enjoy with the retailers of energy, and the consumer is left holding the bag. It's not a free market. It's not fair. And it's not in the best interest of our country or economy. Just my 2 (okay 3) cents worth.
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Industries to Avoid, Industries to Buy [view article]
You are right you are not a liberal but instead a socialist. The oil companies ARE doing their job. Back in the early 1970s the gov controled the oil price and there was no oil to be had. Keep the gov out. Replyalternative
Industries to Avoid, Industries to Buy [view article]
Entrepreneurial activity will blossom beyond any libertarian's dreams if only this country somehow manages to establish single-payer health insurance. ReplyIndustries to Avoid, Industries to Buy [view article]
Response to Simple Simon: Very well said! You get it Simon. And yes, for some reason I seemed to have made some people upset. All I was trying to do is relate some big picture trends to investment themes. ReplyIndustries to Avoid, Industries to Buy [view article]
A few thoughts:-Quit the tiresome left-right finger-pointing. Mike is obviously neither a Rebublicrat or a Democan. Anyone who thinks either party can fix things is seriously deluded. Ironically the real problem isn't a monopoly by Big Oil -- it's a monopoly by the Big Parties in Washington. I would quote the Constitution, but I think America is more interested in American Idol.
-Government regulation of Big Oil would be a completely unnecessary, harmful, knee-jerk reaction. The market is already fixing the problem. Hybrids are the short-term fix. Electric cars will be the long-term fix. Even GM finally woke up and is working on the Chevy Volt. Look at Tesla Motors. The free market fixes stuff, but you can't expect it to happen overnight. We've had $3 gas for less than a year! Sheesh, give it a little time. Doesn't anyone think past the next 3 months anymore?
-No one is forcing you to buy gas. Buy a diesel car and convert it to run on bulk vegetable oil from Costco. Or, and I know this is just *crazy talk* - we could divert the money from Iraq into public urban transportation (or at least maintenance on bridges in places like Minnesota).
-One reason that healthcare is broken is because our legal system is broken. We need to stop trying to fix symptoms and start fixing core problems, like out-of-control litigation. The hospital has to charge $28 for aspirin in order to pay for its liability insurance.
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