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- Wall Street Breakfast: Must-Know News [view article]
- Investing In a Greenhouse Gas-Regulated World [view article]
- Time for Investors to Pick Up the Garbage Disposal Companies [view article]
- Industrials: The New Safe Haven for Investors [view article]
- Global Warming Up to a Hydrogen Economy [view article]
- Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
- Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
- Dryships Ahoy - Cramer's Lightning Round (5/5/08) [view article]
- Comcast at Last - Cramer's Mad Money (5/6/08) [view article]
- Promises, Promises: Waste Management's Case Against SAP [view article]
- Jim Cramer's Mad Money Lightning Round: 1/30/08: FLEX Your Muscles [view article]
loading ...Recent WMI Articles
- Wall Street Breakfast: Must-Know News
- Time for Investors to Pick Up the Garbage Disposal Companies
- Will Republic Services Fight Waste Management or Join It?
- Are These Nine Methane Stocks On Fire, or Blowing Hot Air?
- Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap
- Waste Management Still Hasn't Disposed of SAP
- Industrials: The New Safe Haven for Investors
- Global Warming Up to a Hydrogen Economy
- Promises, Promises: Waste Management's Case Against SAP
- 10 Clean Energy Stocks to Buy on the Cheap
- Full List of Articles »
ancisco
Wall Street Breakfast: Must-Know News [view article]
The earnings briefs are interesting. It would save us all a scratch pad if you ended each such listing with a summary (day and quarter to date) of beat / match / miss. Thanks, though, for this most interesting listing. ReplyWall Street Breakfast: Must-Know News [view article]
If you are someone that is interested in investing in stock mergers, you should check out www.madmergers.com. There, you can find all the pending stock mergers that trade on U.S. exchanges. ReplyWall Street Breakfast: Must-Know News [view article]
Great material ReplyTiedeman
Investing In a Greenhouse Gas-Regulated World [view article]
Thank you for this data. Well done! ReplyTime for Investors to Pick Up the Garbage Disposal Companies [view article]
Perhaps innovative people can come with an alternative collection vehicle.Some of the things that buses are experimenting with? Anyone know anything about this? Pickens CLNE comes to mind.
But these companies that pick up garbage need to be alert to people recycling more and more. I for instance need pick-up only every other week now. And the recycling bins are full with cars waiting in line. Reply
Time for Investors to Pick Up the Garbage Disposal Companies [view article]
looks like garbage is in-in all areas. ReplyJacome
Industrials: The New Safe Haven for Investors [view article]
UTX is the cheapest its been in a long time -- not a screaming buy, but worth looking at. 22% ROE smashes their cost of capital & you have 10% eps grwoth likely through 2010 with 2% yld = 12% rtns in a market that many think will be up 6% per annum going forward. Risk reward is pretty good here... ReplyGlobal Warming Up to a Hydrogen Economy [view article]
Any high school chemistry student knows how to make H2 from H2O. It takes some familarity with thermodynamics and economics to appreciate the costs.A catalyst can only permit a reaction that is thermodynamically possible. No catalyst can make H2 from water without input of more energy than you get from making water from H2. The same applies to making carbon and oxygen from CO2. That energy has to come from somewhere. It would take a huge excess supply of nuclear, solar, wind, geothermal, hydro, or tidal power before one could consider a meaningful conversion of CO2 to C and O2 or of H2O to H2 and 1/2*O2.
How much consideration is being given to use of solar power and biomass (algea?) to use up CO2 and make O2? In Brazil they are making CO2 from forrests in order to make ethanol from sugar.
The idea of nuclear power to make electricity to make H2, pipe the H2 to homes, make electricity from H2 at the home, and use this electricity to heat the home seems to be, at the least, somewhat inefficient. As a matter of fact it seems like fuzzy thinking taken to a new extreme.
Reply
Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
The comments are all great and the information is worth knowing. Thanks everyone. ReplyAre These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
Here's another article on the same stocks, with a similar message.www.greenfaucet.com/tr...
Stocks include BTU, CNX, DVN, RRC, BRNC, NBR...
BTU continues to outperform as well as NBR while DVN and RRC are having a hard time making a break out.
Check it out if you're interested in coal, nat gas producers, or nat gas services. Reply
Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
Thanks for the good info, guys. ReplyAre These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
My experience has been that small cap explorers who specialize in coal bed methane have an extremely long rampup time. The coal bed methane produces very low amounts so you need to drill a lot of them. The wells typically pump fluids for a long time and you need to have a place to dump the fluids or pay for the tool that lets you reinject the water into another formation. Otherwise it's contaminated water that is expensive to get rid of.You're not going to buy Consol or Peabody because they produce coalbed methane on the side. However they have the capital and cashflow from their main business to profitably extract the coal bed methane and wait for the production to add to profits. They already have the coal land so this is a nice additional revenue source.
I own QRCP because they are buying a private company with large Marcellus Shale land holdings. PetroEdge was the leader in the Marcellus and QRCP is buying their current production and acreage. The shale plays are the key to long term growth. The play extends over extended distances and has just been difficult to extract until recent technical advances have made it possible.
Now companies with capital can turn this into a factory situation. They have capital so they can afford the high costs of horizontal drilling and specialized fracing. They can throw additional capital at it and increase the number of drills and crews working their inventory. The results are more uniform and are high percentage.
If the industry can repeat the Barnett Shale, the plays with large acreage posiitions and good technical skills should become long term winners. The big guys can wait for a little guy like PetroEdge to prove up the area and then move in with cash when it's ready for a rampup in drilling.
There will be many winners in shale gas over the next few years. Ngas is clean burning, hard to transport and we already have a deficit in domestic production. We are getting about 15% of our consumption from Canada. That supply is dwindling as they use more themselves and use it for the tar sands rampup.
Bobwins Reply
Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
CNX is the majority owner of CXG, for whatever that's worth. Both stocks have been great this year. ReplyGlobal Warming Up to a Hydrogen Economy [view article]
Hydrogen is the future! ReplyPerformance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
There have been plenty of not so flattering comments on GE, e.g.-surely few of us are happy with the dilution of late. I do believe it is still a superlative long position choice. All the news seems to indicate that GE has fallen back to regroup, and is garnering numerous enormous, gargantuan sized contracts for a wide variety of basic services worldwide. GE and Siemens are going toe to toe in many areas...but GE will be a strong player in the next few years. If I had more disposable income, I'd buy much more of it, in spite of the poor returns of late. I would not give up on this energy company at all. Reply