Johnson Controls Inc. (JCI)
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loading ...Recent JCI Articles
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What I'm Selling (and Buying) in the Market Turmoil [view article]
There is not going to be any money for the greenies, we are giving it all to the bankers and wall street. So oil and the cash flow it generates in safe countries like CN will be king. HON, GE have too much with aerospace too, the plane cycle will slow dramatically. These companies will also be hit by a wait-and-see order strategy by their customers who are not going to spend unless they see a return or can borrow to do so. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
seems overweight in industrial conglomerates. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
Gosssh, what a list !!I have 9 more if you want to know !! Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hey guy........where is WaMu ? Every portfolio needs a solidfinancial.
Mr. Nygren Reply
Opportunities in Energy Storage Stocks [view article]
Super! Great Article! ReplyJacome
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) ReplyPetersen
Opportunities in Energy Storage Stocks [view article]
www.investorideas.com/...Reply
Petersen
Opportunities in Energy Storage Stocks [view article]
onequick: I'm a disclosure reader and numbers guy who has lots of experience watching engineers succeed or fail, but no ability to second guess them. It sounds like you know Beacon well and have a skill set that I lack. The scale-up issue may well be one where you are in a better position to judge than I am. I just want to see Beacon do well because I think flywheels may have an important role to play.mayascribe: I generally can't think in terms of less than 6 months to a year so daily numbers are just fun. But if your trading style looks to the daily data, this whole sector is in for several hundred fun days before the dust even begins to settle. I personally favor the beaten down lead-acid subsector, but in the final analysis I think we'll all be comparing the relative size of our percentage gains. Reply
Opportunities in Energy Storage Stocks [view article]
Ah... Did you see what CBAK did after hours tonight? So much for my "creeping up" notions. Replyor
Opportunities in Energy Storage Stocks [view article]
Thank you for the response. If $40 million was the qualifier for a transition company than I agree with the placement. I think we're going to have to agree to disagree on the engineering hurdles. I'm not going to be blind to them not having any, but they've done the proper testing to make the next leap in my opinion. After all that's what we're debating is opinions.Continue the good coverage of this sector as a whole. I agree, lot's of opportunities for good companies. Reply
or
Opportunities in Energy Storage Stocks [view article]
Thank you for the response. If $40 million was the qualifier for a transition company, than I agree with the placement. ReplyPetersen
Opportunities in Energy Storage Stocks [view article]
To paultant: The short answer is they will all benefit. Frequency regulation in busy systems can require multiple a half-dozen or more cycles per day and for those applications the only thing that makes sense is either Li-ion or a flywheel system like Beacon is developing. Things like peak shaving and upgrade deferral on systems that only have problems a couple times per day are better suited to advanced lead-acid. Batteries will also work for small last-mile diurnal storage (storing at night for use the following day). Large scale diurnal takes something like pumped hydro or compressed air. The real key is that the market is a $100 billion short term opportunity which leaves plenty of room for a large number of tremendously successful companies.To onequick: I like what Beacon is doing and have a high degree of confidence that they will get to a manufactured product. But they make it clear that a 25 kWh unit that will work in a 200 flywheel array is their commercial goal and as near as I can tell, they haven't made one of those yet. I would love to find out that Beacon is further down the path than they seem to be. But I've never seen a physical device that could be scaled up 400% without dealing with new physical constraints like materials stress, vacuum maintenance, bearing performance and a host of other engineering issues. Beacon could be the exception to the rule but I'm not in a position to make that judgment.
I used $40 million in annualized revenue as the cut-off point for the established manufacturers group. As near as I can tell, Axion and Ener1 are the only transition entities that have a solid shot at those kinds of revenue numbers within 12 months. If Beacon has a reasonable shot at booking $10 million in quarterly revenues by the end of 2009, then they probably belong in the transition group. Reply
or
Opportunities in Energy Storage Stocks [view article]
John,Your comments around Beacon Power have been fair up till this article.
Can you elaborate on why you lump BCON into the Advanced Research bucket? I'd put it in the "Transition Manufacturers" seeing as BCON will begin earning revenue this year. Are you basing this characterization off of the word "substantial"... when quantifying revenues? If so, what are "substantial revenues" in your opinion?
What are the "engineering issues" you see in BCON that would prevent them from ramping up production? Did you attend the Annual meeting in August? From first hand accounts the actual assembly of the flywheels themselves are very uncomplicated and the electronic controls aren't revolutionary by any standards. The biggest hurdle thus far from my two years of deep research on this company has been the actual plant site permitting and realigning the tariff structure in various markets.
My last question is in regards to your statement "Beacon’s SEC reports indicate that its frequency regulation facility cannot be built until it develops and tests a pre-production prototype (25-kWh/100-kW) of its flywheel system and fabricates 200 units for incorporation into the project.". Myself and many others have poured hours upon days of time researching this company and this statement in my opinion, since your presenting yours, is not factual. If what your referring to is the Dept. of Energy loan guarantee program, they don't have to build production units ahead of that approval which is for 80% of the plant construction costs. An important point to bring up on the DOE loan, BCON was the only "energy storage" applicant that was asked to submit a full application. Reply
Opportunities in Energy Storage Stocks [view article]
? to All:TBoone's CNG beomes National Energy Policy, Which Battery Maker(s) benefit, if any? Reply
Growth
Investor
Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
Great resource David!It's great to see that dividends are cushioning the losses for investors this year. To everyone else who believes that this is a short term phenomenon, please check this link out:
dividendgrowth.blogspo... Reply