Omaha_farm_boy's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/13418/comments http://seekingalpha.com/article/97199-buffett-and-goldman-damn-that-guy-is-smart?source=feed#comment-264400 264400
Warren says "be greedy when others are fearfull" ]]> Thu, 25 Sep 2008 01:54:54 -0400
Warren says "be greedy when others are fearfull" ]]> http://seekingalpha.com/article/96199-constellation-buffett-s-smart-buy?source=feed#comment-264183 264183
An old uncle usta say "If you're so smart, why aren't you rich?" I've seen Buffy and his friend Gates at the same table. I'd guess I'm not the one to argue.]]> Wed, 24 Sep 2008 20:06:41 -0400
An old uncle usta say "If you're so smart, why aren't you rich?" I've seen Buffy and his friend Gates at the same table. I'd guess I'm not the one to argue.]]> http://seekingalpha.com/article/96199-constellation-buffett-s-smart-buy?source=feed#comment-260429 260429
Again, I wouldn't say "just now" getting in. I'm not selling any Berkshire, fer sure!]]> Sun, 21 Sep 2008 01:37:59 -0400
Again, I wouldn't say "just now" getting in. I'm not selling any Berkshire, fer sure!]]> http://seekingalpha.com/article/93371-four-reasons-why-gold-s-a-slam-dunk-investment?source=feed#comment-243611 243611
Use your favorite fin'l engine -- Yahoo Finance works fine -- and compare CCJ and BHP with gold.

My friends here -- whose daddy-in-law is an old FOW .. that be Warren .. think stocks are just fine too.

Nonetheless, I AM buying a bit of hard and shiny ... but I doubt it'll ever get to the "5 to 10% insurance" that some pros recc.]]> Tue, 02 Sep 2008 01:17:40 -0400
Use your favorite fin'l engine -- Yahoo Finance works fine -- and compare CCJ and BHP with gold.

My friends here -- whose daddy-in-law is an old FOW .. that be Warren .. think stocks are just fine too.

Nonetheless, I AM buying a bit of hard and shiny ... but I doubt it'll ever get to the "5 to 10% insurance" that some pros recc.]]> http://seekingalpha.com/article/92901-independence-day-decoupling-gold-and-silver-from-the-dollar?source=feed#comment-240615 240615
AND how much gold should one have? Hard or soft?]]> Thu, 28 Aug 2008 02:57:37 -0400
AND how much gold should one have? Hard or soft?]]> http://seekingalpha.com/article/91442-transocean-an-opportunity-in-falling-oil?source=feed#comment-235326 235326
BUT it makes the point that the "Big Seven" traded oils (XOM, COP, TOT, CVX, etc) control only 13% -- the rest is held by the "Nationals" like PeMex.

MY point is that even the Nationals are gonna need help -- RIG is making deals with PetroBras NOW ... and I'll wager they will with PeMex too. OFB

]]> Thu, 21 Aug 2008 00:29:52 -0400
BUT it makes the point that the "Big Seven" traded oils (XOM, COP, TOT, CVX, etc) control only 13% -- the rest is held by the "Nationals" like PeMex.

MY point is that even the Nationals are gonna need help -- RIG is making deals with PetroBras NOW ... and I'll wager they will with PeMex too. OFB

]]> http://seekingalpha.com/article/89703-wind-s-our-future-but-natural-gas-is-now?source=feed#comment-227406 227406 Sun, 10 Aug 2008 21:50:01 -0400 http://seekingalpha.com/article/88910-will-automakers-switch-to-natural-gas?source=feed#comment-224523 224523
NakedJB seems to be well informed – but more of an “enviro”. I’m sorta an agnostic on “climate change” .. I don’t know that CO2 causes warming – maybe warming allows/causes higher CO2 levels.

What I REALLY dislike is sending $$ to the Arabs (and yeah, the Persians too)!

Nobody has mentioned the BEST way to make electricity – by splitting the atom! (and sure, let’s fuse it too, but I’m unlikely to live long enough to see fusion power).

ANYTHING beats buying foreign (well, non – North American) oil. Until we have way better batteries – to drive the Nuclear power around – Nat.Gas sounds better than paying the Saudis.

Somebody (maybe elsewhere) was saying a buck or two cost for a gal/equiv … the local gas utility is just pimping the purchase of some of the Honda Civics made to run on NG (at an extra cost of 6-7000 ?) and they are saying $2.10 / gal/equiv. And this is a municipal utility – a nonprofit.

I’m an economist, but just retired from the local electric utility – yeah, we have coal, Nuke, AND some NG, but the NG is just for summer “peaking” use. A peaking plant is one you start quickly and run for a few hours only.

Another point --- Nakedbird said a coal plant is 30% effective .. that’s BTU heat into BTU electricity. That’s not too far off, the modern standard is 33.3%, but there are “combined cycle plants” that recapture lots of the “waste heat” and get the grand total closer to ½. Then IF you can re-capture the bulk of the CO2 .. and it’s coming .. a greenie like nakedJB should be less offended.

PS NJBird – tell us about the “so many storage technologies for solar and wind generated electrical power” that you like. The dual dams – one at much higher elevation than the other – with hydro generator that can also be a pump, is all that works on a BIG scale

One more point in favor of NG – I seldom see it mentioned – is vehicle maintenance. I have thousands of hours in the seat of propane vehicles – OK we had propane tractors when I was young (and yeah, in the 1960’s propane was like 11 to 17 cents … yeah PENNIES … per liquid gallon). I remember well the manual on oil changes (these were MM – Minneapolis Moline – tractors). They made the same machine in diesel, gasoline, and propane versions – and the oil change interval was 100 hr on diesel, 200 on gasoline, and 300 on propane!! THERE’s another heck of a reason to use NG in fleet vehicles – plus many fleets can have their own fueling areas and not depend on public stations
]]> Wed, 06 Aug 2008 19:19:39 -0400
NakedJB seems to be well informed – but more of an “enviro”. I’m sorta an agnostic on “climate change” .. I don’t know that CO2 causes warming – maybe warming allows/causes higher CO2 levels.

What I REALLY dislike is sending $$ to the Arabs (and yeah, the Persians too)!

Nobody has mentioned the BEST way to make electricity – by splitting the atom! (and sure, let’s fuse it too, but I’m unlikely to live long enough to see fusion power).

ANYTHING beats buying foreign (well, non – North American) oil. Until we have way better batteries – to drive the Nuclear power around – Nat.Gas sounds better than paying the Saudis.

Somebody (maybe elsewhere) was saying a buck or two cost for a gal/equiv … the local gas utility is just pimping the purchase of some of the Honda Civics made to run on NG (at an extra cost of 6-7000 ?) and they are saying $2.10 / gal/equiv. And this is a municipal utility – a nonprofit.

I’m an economist, but just retired from the local electric utility – yeah, we have coal, Nuke, AND some NG, but the NG is just for summer “peaking” use. A peaking plant is one you start quickly and run for a few hours only.

Another point --- Nakedbird said a coal plant is 30% effective .. that’s BTU heat into BTU electricity. That’s not too far off, the modern standard is 33.3%, but there are “combined cycle plants” that recapture lots of the “waste heat” and get the grand total closer to ½. Then IF you can re-capture the bulk of the CO2 .. and it’s coming .. a greenie like nakedJB should be less offended.

PS NJBird – tell us about the “so many storage technologies for solar and wind generated electrical power” that you like. The dual dams – one at much higher elevation than the other – with hydro generator that can also be a pump, is all that works on a BIG scale

One more point in favor of NG – I seldom see it mentioned – is vehicle maintenance. I have thousands of hours in the seat of propane vehicles – OK we had propane tractors when I was young (and yeah, in the 1960’s propane was like 11 to 17 cents … yeah PENNIES … per liquid gallon). I remember well the manual on oil changes (these were MM – Minneapolis Moline – tractors). They made the same machine in diesel, gasoline, and propane versions – and the oil change interval was 100 hr on diesel, 200 on gasoline, and 300 on propane!! THERE’s another heck of a reason to use NG in fleet vehicles – plus many fleets can have their own fueling areas and not depend on public stations
]]> http://seekingalpha.com/article/84885-buffet-s-berkshire-buyout-trifecta?source=feed#comment-207291 207291 Wed, 16 Jul 2008 19:28:03 -0400 http://seekingalpha.com/article/84885-buffet-s-berkshire-buyout-trifecta?source=feed#comment-207290 207290
]]> Wed, 16 Jul 2008 19:27:08 -0400
]]> http://seekingalpha.com/article/84885-buffet-s-berkshire-buyout-trifecta?source=feed#comment-207282 207282 Wed, 16 Jul 2008 19:13:36 -0400