nmelendez

Consumer Credit: Dreadful

Yep, pay off that credit card. Uncle Sam needs you to have extra cash to pay more TAXES in the future. Gotta prop up those banks!!!!

Electric Utilities Stocks: Two (Out of 31) Yielding Over 4%

CPFL is not only in Energy but also real estate in Brazil. Long Term trade.


On Oct 17 12:27 AM THofler wrote:

> Check out the Brazilian utility CPFL Energia (ADR ticker CPL). It
> currently has a 7.1% yield (if calculated correctly). I'm not sure
> what its precise breakdown of energy sources is, but I believe it
> has a lot of hydropower & some biomass.

Will E*TRADE Surprise or Disappoint Wall Street?

E-trade is a lehman waiting to happen. Wait for the Alt-A and adjustable Rate resets in 2010/11

Is This Market Overvalued? Not Yet

What we need are salary increases. Increase everyone's salary by 20% and cut it out of the CEO's pay by taxing them. I like that idea! :)

Yum! Q3 2009 Earnings Call Transcript

China is the major market. It's just now starting to really develop. YUM with a leg in the door, like MacDonald's, is in the best position to capitalize if a yuan/dollar carry trade occurs. I see yum at 10x in the next15 years.

Expect Gold to Reach $3,000

Look, gold is only used as a retainer of value. One ounce of gold today buys the same as one ounce bought in 1935. That's all it is. A retainer of value, nothing more. I would rather have 1 ounce of gold than 1000 dollars. Dollars do not buy the same 100 years from now.

Lockheed Sees 290MW Solar Project It Was to Build Cancelled

Well, right now they are building Solar PV at under 1 USD per watt. In 10 years or less you'll get a Solar PV system included into the house sale. 5Kw will be about 5K plus batteries and accesories so 8 to 9 k for a 5Kw system that is included in the sale of the house. Give it time.

Gold: The Moriarty Warning

Problem with GLD and SLV is theye are taxed as real gold. So when, say, you sell 50% of your GLD it gets taxed at 28% while the miners are considered stocks and taxed at the capitol gains rate. Sorry, i am not about to increase my taxes by 8%. Also i believe it's considered a short term gain on an annual basisi so you get taxed annually independant of time held. I think i'll stick with the real thing and the miners.

SunPower: Made in the U.S.A.?

Well heck, look at McD's and GM. Their big profits are from Asia. McD's has a target of 10,000 "restaurants" in china in the short run. GM is gettting a 10% yoy growth in Asia. That's the way trade should really work. You interchange companies. Screw imports. Build it here, buy it here,

Dollar and Precious Metals: Apocalypse Not Yet?

Gold, Silver and commodities going down. My only doubt is will it be before or after the dollar passes below 76. Waiting for confirmation. I do not know how low the govt will let the dollar go. Gold up to 1200 and then down to 680. That's my forecast.

Who Else Has Been Buying Gold?

Gold is about to hit a top. China's buying gold from their own companies. Look up China Gold. Therefore do not think china is buying from the outside. The people, yes but it's limited. Gold is in the process of a major correction.

Canary in the Gold Mine

Most countries are buying the gold mines within their borders and buying their own gold while leaving the company on the market. You can buy their shares, you just can't change the management, it's fixed. However it still provides good investment strategy since these companies will survive due to Govt. financing. Private companies are going to be forced to pay higher premiums in the long run.
Example of this is China Gold.

Negative Interest Rates May Become a Reality in Europe

Naw, just cause your Credit Card to go to 50%. :)


On Sep 08 06:14 PM LKofEnglish wrote:

> and this will cause the banks to lend? or to ask for more bailouts?
> i'm confused.

Securitizing Life Insurance: Big Return for Asian Insurers as U.S. Insurers Lose Out

Great, now we gave Wall Street a motive to finance the Taliban a Nuke and set it off in LA. (Can't do it in NY, Wall Street :))

Good Times for Gold Traders

Ohhhh...so you hold your gold in a vault theefore its real, physical...just like mine, wanna see a picture of my bars..IN MY HAND!!! That's holding physical, not in a bank in lala land.


On Aug 28 05:54 PM AlphaDude wrote:

> Good explanation of how these gamblers operate. I prefer to hold
> physical and don't gamble with it.
>
> I've given these a shout out before so forgive me for repeating but
> they really do provide an excellent service for a minute premium.
> It's where I got my gold.
>
> www.bullionvault.com