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Alex_G

Alex_G
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  • Chevy Volt: The Enviro-Friendly Way Of Destroying Value [View article]
    Got a link to the $10k instant rebate?
    Apr 23, 2013. 10:11 AM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    Rich,

    Just look at the financial statements. Here are 3 years of XOM:

    http://yhoo.it/ZLwpqr

    COP:

    http://yhoo.it/15CXFzF

    And now 3 years of GE:

    http://yhoo.it/ZLwpqx

    You can also look at Apple and the drug companies if you want to see tax dodgers. Oil companies have always paid an enormous amount of tax. At least here in the US...
    Apr 22, 2013. 11:10 PM | Likes Like |Link to Comment
  • Chevy Volt: The Enviro-Friendly Way Of Destroying Value [View article]
    "By the way when over 45% of Americans reportable do not pay Federal Tax, the Tax credit is pointless ,so the wealthy who buy it get rewarded and the poorer, charities etc who buy it do not ?"

    Not true. You can lease, let the leasing company take the tax credit to reduce the capital cost.
    Apr 22, 2013. 02:29 PM | 1 Like Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    "10 panels, no connect charge, worst case payback may be as long as thirty years with no subsidies "

    What's the rated capacity, ovbserved output and what did it cost you un-subsidized?
    Apr 22, 2013. 01:32 PM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    Electricity does not replace oil, batteries do. And oil @ $200 won't happen for a very long time. Demand destruction begins somewhere north of $110 for WTI.
    Apr 22, 2013. 11:18 AM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    Not retail, but wholesale spot is way down.
    Apr 21, 2013. 05:29 PM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    "Uhhh, Have you ever heard of heating oil furnaces and kerosene fueled furnaces. Most people in the upper half of the USA have one in their homes"

    Most would imply over 50%. Not even close. Here's some info to help you figure out the numbers...

    http://1.usa.gov/ZGGLJ4
    Apr 21, 2013. 05:27 PM | Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    " People still do heat their houses in parts of the U.S. with heating oil. "

    It's a drop in the bucket, around 1.5% of product supplied.

    " electric utility turning it into electricity at about 40%."

    Even smaller drop in the bucket at 0.2% of product supplied.
    Apr 21, 2013. 03:04 PM | 2 Likes Like |Link to Comment
  • 90% Of Green Energy Stocks Will Go Bankrupt... So Buy The Sector? [View article]
    "So you're saying all the oil companies would go bankrupt as well if they are cut off government subsidies?"

    Sweet, another accounting "genius"...
    Apr 19, 2013. 12:53 PM | 4 Likes Like |Link to Comment
  • Natural Gas: Transport Or Export? [View article]
    "of course, you know better than to say that. the crude ban is hurting real bad the TX oil plays."

    That's just not true. When LLS trades at a decent discount to Brent (it's currently at a premium) you can say that, but not now.

    As far as you comments of "giving away" natural resources goes, you're advocating for price controls, which in a free market never work. Your examples are all from totalitarian states. That says it all...
    Apr 19, 2013. 11:14 AM | 1 Like Like |Link to Comment
  • Investors Should Keep Apple In Their Portfolios [View article]
    "t is interesting that YTD, Gold (GDX) is down 37% and AAPL is down 20%. Where is all the gnashing of teeth over Gold's decline? Which has the upside potential?"

    I take it you haven't been over to ZeroHedge lately...
    Apr 17, 2013. 04:52 PM | 2 Likes Like |Link to Comment
  • Investors Should Keep Apple In Their Portfolios [View article]
    Apple has reached saturation in it's high margin business, the subsidized post paid mobile market. Rev growth from here on out will require sacrificing margins. The stock reflects that.
    Apr 17, 2013. 12:14 PM | 2 Likes Like |Link to Comment
  • Bakken Update: Small Oil And Gas Stock Picks On The Pullback [View article]
    Your original post stated that the spread has a lot to do with Saudi whims and not takeaway, which I disagree with. Your other point is more relevant, the fact that a lot of crude traditionally moved through Cushing is being rerouted. WTI will become less of a benchmark. Permian and EF crude will mostly go direct to market (Houston, SoCal, etc) Bakken will go to the Gulf via Cushing and to West and East coast refining centers.
    Apr 16, 2013. 12:43 PM | Likes Like |Link to Comment
  • Bakken Update: Small Oil And Gas Stock Picks On The Pullback [View article]
    " It isn't just takeway, it is also input and input should drop as more oil is routed away from Cushing"

    Umm, routing away from Cushing IS takeaway...
    Apr 16, 2013. 11:51 AM | Likes Like |Link to Comment
  • Did Suncor Just Sell Its Conventional Natural Gas Assets At The Worst Possible Time? [View article]
    rjj, I think we can also add that Western Canada NG will become even more stranded as Eastern Canada looks to the Marcellus for supply and the traditional market in the Rockies is getting it's supply from WY, ND and CO.
    Apr 16, 2013. 10:57 AM | 1 Like Like |Link to Comment
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