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Is this a buy or a sell? ReplyThe Ins and Outs of Terror-Free Investing [view article]
Mr. Potato Head,You view is similar to mine as expressed in a follow-up article:
www.qvmgroup.com/inves.../
Richard Shaw
Reply
The Ins and Outs of Terror-Free Investing [view article]
Mr. ShawTerror-free investing as a national policy might or might not work. The unilateral decisions of the US haven't worked out very well e are the best electronics designed and manufactured? Not in our clately, but lets put that aside.
Who decides what is a terror state? Could China be on that list because of its policies in Tibet? What about Russia and the disappearance of its citizens? What about the US in Iraq and Afghanistan; aren't we terrorizing part of their populations? Is the decision made by someone stuck at a desk in the corner who's name and character are unknown? Maybe we could make it with decisions of congress?
If everything goes OK, who moves in when we move out? The French, Russia, China? How about Venezuela? Maybe North Korea?
Wouldn't it be a welcome change to see North Koreans helping out Pakistani Citizens with all their nuclear needs?
The economic and political power of the US is dwindling as other countries of the world move toward the center stage. Where are the fastest grown economies? Which countries are graduating the most engineers, scientists, and business majors? Where are the best and newest examples of architecture? Not in our country.
For terror free investing to work on a global scale would require the combined efforts of several independent nations. The US will need to find a new attitude of pragmatism and co-operation as its influence diminishes over the coming decades.
However, everything else aside, the idea has merit. On an individual basis, or perhaps dedicated "terror free" fund, we could give it a try.
Mr Potato Head Reply
Diversificat
ion
Water Infrastructure Attracts Big Spending But Filtration has the Momentum [view article]
You highlight all the right issues that will need to be addressed, or will address us over the coming years if we do not improve our water infrastructure.However, several issues leap out:
1. We have been hearing about the need for water infrastructure spending in this country for years. Every disaster (blackouts, bridge collapse, etc) is positioned as the catalyst for infrastructure spending. Is it fair to say this will be a 10 - 20 year spending ramp, rather than a near term (1-3 year) event?
2. Given that most water systems are government run and financed (through user fees and bond issuance), a recession could reduce tax revenue and push back these improvements? (Note -- As you point out, this could benefit high-tech band aid solutions like INSU.)
3. With respect to China, this needs to be flushed out, so to speak. The Olympics are almost here, so we can't use Beijing as an argument for why the Chinese need to accelerate spending. China just reshuffled its infrastructure leadership. Do you have any specific insight on how exactly China's water upgrades may play out? (What about companies like Epure and Doosan, with a big presence in Asia?)
4. Your water surveys are very interesting to consider. Of course, given the years of infrastructure expectations that have not materialized, have you back-tested these surveys over the years to see if the respondents are good predictors? Or do they suffer from center-of-the-universe syndrome as many bureaucrats do?
Final comment: It will be useful to see how solar energy spending by governments plays out over the next year or two. Will government spending cutbacks reduce the enthusiasm for these subsidies? Or will the focus on infrastructure and energy needs keep them subsidizing solar power? I am not arguing for solar power; rather pointing to it as an indicator of how tough economic times could lead to *reduced* infrastructure spending. Reply
Water Infrastructure Attracts Big Spending But Filtration has the Momentum [view article]
I did not see any mention of Veolia's recent licensing MagSep technology from Mr. Steve Cort. This should give them the most effective high speed clarification of wastewater and drinking water in the industry. You should check it out. ReplyWater Infrastructure Attracts Big Spending But Filtration has the Momentum [view article]
I was aware of the crucial role of water infrastructure development will play in Asia and the US west, but even as a recent owner of Basin Water, I learned more reasons to own it. I was also unaware of the apparent filtration R&D. I want to be informed, especially of small companies that make breakthroughs. ReplyStevens
The Ins and Outs of Terror-Free Investing [view article]
MPVALUCHThanks for responding. The fact is that the article does not "slam" any company.
The article simply reports on the actions of the government and the issues floating around among states and others to try to get a handle on this particular form of social investing that is also being driven in part by government actions.
The article takes no position on any company and does not take a position on whether terror-free investing is a good or bad idea, helpful or hurtful for international outcomes, or suitable or unsuitable for any person. The article reports on the phenomenon and does not promote the matter one way or the other.
You have misread the article and might look at it once again to see that no opinion is expressed about any company.
If anything, the article suggests that the process might in fact create some undesirable to unjust outcomes in the implementation.
You are certainly correct that SEC filings are historical and SEC reviews of filings take some time after the filing, so it is highly likely that the SEC will continue to list certain companies for a limited period of time as having operations that may have been discontinued.
Sorry the article was upsetting to you, but your emotional reaction is misplaced. If you have concerns about how the SEC does its work, you might direct your concerns to them and not to those who report on the work of the SEC.
Richard Shaw
QVM Group LLC Reply
The Ins and Outs of Terror-Free Investing [view article]
Mr. Shaw,Maybe you should include that the SEC used a simplistic approach when creating this list! Reuters reported this on July 5th, but apparently you missed it:
www.reuters.com/articl...
BHI has had no operations in Sudan since 2005---but because that fact was mentioned in its 2006 annual report, it got included in the SEC's list. How many other companies will unnecessarily get slammed today because of your submission? Hmmmm!?
mpvaluch Reply