Waste Management Inc. (WMI)

All Comments on WMI

  • commenter
    JH2T
    Jun 30 01:28 PM
    Global 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
  • commenter
    Bingo 2
    Jun 30 12:15 PM
    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. Reply
  • commenter
    blink0404
    Jun 30 12:11 PM
    Are 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
  • commenter
    paulk8756
    Jun 30 09:49 AM
    Are These Nine Methane Stocks On Fire, or Blowing Hot Air? [view article]
    Thanks for the good info, guys. Reply
  • commenter
    Bobwins
    Jun 29 12:31 PM
    Are 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
  • commenter
    GMiki
    Jun 29 11:44 AM
    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. Reply
  • commenter
    Stockguy456
    Jun 27 10:55 AM
    My Website
    Global Warming Up to a Hydrogen Economy [view article]
    Hydrogen is the future! Reply
  • commenter
    simplesimon
    Jun 25 02:46 PM
    My Website
    Performance 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
  • commenter
    Blueknight
    Jun 19 02:28 PM
    Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
    The entire concept of comparison here just seems pointless and alsop poorly communicated. Much more helpful would be simply a presentation of those "clean energy " related companies which look to be approaching bargain levels NOW. Reply
  • commenter
    Jake2
    Jun 18 11:42 AM
    My Website
    Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
    Tom Konrad has clients? Reply
  • commenter
    User 94491
    Jun 18 08:04 AM
    Performance Update: 10 Solid Clean Energy Co's to Buy On the Cheap [view article]
    Certainly you jest !!! I can easily recommend any stock listed anywhere (pink sheets included) and suggest you pick the bottom.

    By definition, if it hits a bottom when you buy it, it has to show a gain after that.

    Then I simply show how you would have done had you picked them with a 10% drop. This disquises itself as analysis !!!!!

    Next time why not come up with a real position and stake something on it.     Reply
  • commenter
    tanderra
    Jun 12 05:19 PM
    Dryships Ahoy - Cramer's Lightning Round (5/5/08) [view article]
    BDX, up or static? That is my dilemma. I bought the stock when it was only 27, but only 40 shares. The question now is hold for further gain or sell and re-invest in a stock with more upside potential. On the upside the baby boomer health needs should help this stock go higher. I have noticed that it tends to 'spike' (a little) when quarterly earning reports come out. I think for now I'll wait until it goes over 90 and then sell. Any ideas out there? Reply
  • commenter
    tanderra
    Jun 12 05:13 PM
    Dryships Ahoy - Cramer's Lightning Round (5/5/08) [view article]
    BDX, up or static? That's the dilemma for me. I bought at 27, but only 40 shares. It's been over 90 recently and seems to spike (some) when quarterly earnings are reported. I need cash for other buys so the question is: hold on for a bigger return (with the baby boomers retiring this stock should have a good long term return) or take the $ now and re-invest in something with greater potential. Right now I'm thinking, wait for it to go back above 90 and then sell. Any ideas out there? Reply
  • commenter
    businessguy8
    8
    May 13 06:57 PM
    Industrials: The New Safe Haven for Investors [view article]
    Great analysis Howard. I recently read an article on the WSJ that interviewed a prominent investment guru, I forget his name. Basically his prediction is that industrial mfring and export related industries will pick up steam in the next few years. Reply
  • commenter
    EnergyJazz
    May 09 06:49 PM
    Global Warming Up to a Hydrogen Economy [view article]
    There are some important points to make here. First, the energy density of hydrogen is significantly less than current hydrocarbon fuels. And as some have pointed out, producing hydrogen is not cheap, nor is converting the present transmission infrastructure. Hydrogen does not make a practicable liquid fuel, which is what we need for aircraft.

    The production of carbon black (elemental carbon) is not produced by the Sabatier process; doing so requires a lot of heat energy and the technology does not scale well to small applications like cars.

    It is not at all clear that hydrocarbon sources in the Earth are in short supply -- new sources (and very large ones) are being discovered on a regular basis; nor are they all in places beyond the shores of North America -- The US gets the vast majority of its imported oil from Canada and Mexico. The price rise we are seeing now is not being driven by US consumers, but by the success of capitalism in Asia.

    The bottom line is that we need to increase the supply of energy sources, not reduce them. The best aspect of this blog's article is that it alludes to the capacity of innovative technologies that may reasonably permit the profitable recycling of hydrocarbon emissions -- this is a topic worthy of much study.     Reply
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