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  • Interested In A 100%+ Annual Rate Of Gain 7 Times Out Of 8, With Worst-Case Risk At -10%? [View article]
    Your approach of using information about MM hedging actions has really caught my attention, and the results you've presented in several articles over the last few months look great. But I have the following question: are MM actions as good a predictor of future market direction around the time of a market top? Do you, for example, know how well your approach would have worked during the time period July 2007 through March 2009?
    Jul 4, 2014. 02:51 PM | 3 Likes Like |Link to Comment
  • 5 Most Popular Stocks Among Hedge Funds [View article]
    You wrote "In this article we will share the list of top 5 stocks, though you can take a look at the complete list of "

    I would be very interested in knowing what the rest of that sentence was going to be.
    Jun 7, 2014. 11:21 AM | Likes Like |Link to Comment
  • Ultra-Low-Risk Retirement Strategy For Folks Who've Saved $1 Million [View article]
    RS, thanks for the article, I had not considered a deferred longevity annuity.

    What types of annuities do you hate? Immediate annuities? They pay something like 6% for a single person, which sounds good to me - if the insurance company does not go bankrupt.
    Mar 29, 2014. 09:54 AM | Likes Like |Link to Comment
  • U.S. Heavy Rare Earth Crisis Draws Attention To Unknown Alaskan Deposit [View article]
    There's a presentation on the Tasman Metals Ltd. website showing that Kvanefjeld, Greenland, is a heavy rare earth exploration project. See page 13 of their presentation at
    See also the Greenland Minerals and Energy Ltd. Site
    Feb 2, 2014. 01:26 PM | Likes Like |Link to Comment
  • 4 Of Our Favorite Precious Metals Stocks For 2014 [View article]
    Ducat, I am interested to see this information about the environmental impact of this mine. Do you know where CEF gets their gold and silver, and whether they get it from environmentally responsible mines? A few miners get not-good press in a study downloadable from ("Troubled Waters: How Mine Waste Dumping is Poisoning our Oceans, Rivers and Lakes" - at: On the other hand, some miners such as Anglo American are founding members of the Initiative for Responsible Mining Assurance (IRMA), which is formulating voluntary standards for miners.
    Jan 19, 2014. 09:57 PM | Likes Like |Link to Comment
  • 8 Facts About Plug Power [View article]
    I'm new around here, but does it make sense to assess the value of a company without taking into account future growth in sales?

    Or to say that a company will never make money in the future because it doesn't make money when it sells only a limited number of units per year?
    Jan 8, 2014. 05:04 PM | 5 Likes Like |Link to Comment
  • 2014 Will Be A Tough Year For Renewable Energy Group And Other Biodiesel Producers [View article]
    Thanks for the link to the great NYT article. SGB's website is here:
    Looks like SGBiofuels is owned by two venture capital firms, an energy company, and a biotech company.
    Jan 5, 2014. 02:05 PM | Likes Like |Link to Comment
  • Alnylam: Bold Moves Toward A New Class Of Medicine [View article]
    Thanks, will review your comments at the link you provided.
    Dec 20, 2013. 12:11 AM | Likes Like |Link to Comment
  • Alnylam: Bold Moves Toward A New Class Of Medicine [View article]
    Thanks for your comments on this article and the recent article on 3D printing companies. I'm interested in knowing the leading stem cell companies, if you don't mind taking the time to send them. I hesitate to invest now because of the possibility of a market drop (I'm especially cautious after having read one of your posts on technical indicators). But I'd like to be prepared to take action when the time appears right.
    Dec 18, 2013. 12:44 PM | Likes Like |Link to Comment
  • 4 Green Dividend Stocks That Saw IPOs In 2013 [View article]
    Thanks for your reply, I missed seeing that. I see that they also addressed the rising interest rate question on p. 8 of their 3rd quarter presentation. HASI is now my biggest stock position (still less than 3% of my holdings though - I am cautious).
    Nov 27, 2013. 05:02 PM | Likes Like |Link to Comment
  • 4 Green Dividend Stocks That Saw IPOs In 2013 [View article]
    Thanks very much for your recent highly informative articles on solar and other "green" energy companies. I'm happy to learn of these alternatives to the conventional oil & gas MLPs.

    HASI's 2nd quarter investor presentation says that HASI makes money through a combination of interest income and fee income. If interest rates go up, I wonder if their income will be significantly affected; it may be more difficult to obtain financing at low rates.
    Nov 6, 2013. 01:37 PM | 1 Like Like |Link to Comment
  • The Solar Revolution: Part 1 [View article]
    According to, Renewable Energy Corporation ASA split into two companies on 25 October 2013: REC Solar ASA (RESCOL on the Oslo exchange) and REC Silicon ASA (REC on the Oslo exchange, RNWEF US OTC).

    I own no stock in either company, just interested in learning more.
    Nov 4, 2013. 09:43 PM | Likes Like |Link to Comment
  • The Solar Revolution: Part 1 [View article]
    Thanks for the highly informative articles. In the unlikely event that you are not aware of NatCore's technology, check it out at

    I'd be very interested to read what you know about environmental issues like recycling of cells containing CdTe in Part 3 or a future article.
    Nov 4, 2013. 03:36 PM | Likes Like |Link to Comment
  • A Clean Energy REIT: Hannon Armstrong Sustainable Infrastructure [View article]
    In a rising interest rate environment, will HASI be able to get the capital to fund new projects at reasonable cost? Someone asked that during the investor phone call, and I either didn't understand the response or it addressed only the issue of how HASI will continue to be profitable *if* they get capital. I don't see how that addresses the issue. Do you?
    Jul 6, 2013. 02:11 AM | 1 Like Like |Link to Comment
  • Selling Begets Selling: 4 Bond Market Cracks Threaten Rally In Risk Assets [View article]
    Thanks much for the excellent, clear, informative article and for explaining the reasons for bond price moves in a way I could understand. If I'd read it when you wrote it on June 2nd, I would've gotten out of TIPS and GNMA funds a week earlier and lost less.
    Jun 22, 2013. 03:31 PM | Likes Like |Link to Comment