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svosavvy

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  • Green Bio-Refining Up, Solar Stocks Down [View article]
    Being from a highly rural neck of the woods, I would honestly like some disclosure from government agencies to the media about past practices of subsidizing farmers to plow under their crop (namely corn) to keep from flooding the market with product (back before it was worth more than 23$ an acre). I have seen it done so you can say it doesn't exist all you want, I don't care.
    Jun 6, 2008. 12:14 PM | Likes Like |Link to Comment
  • Green Bio-Refining Up, Solar Stocks Down [View article]
    quibble all you want what would you rather have honestly. Distilled compost tea running your car or middle east war oil.
    Jun 6, 2008. 12:09 PM | Likes Like |Link to Comment
  • Electric Cars for 2010: Shift from Foreign Oil to Riding on Local Renewable Energy [View article]
    This was a fun read. Honestly not knowing much about electric cars,but, being a "car guy" I think the battery lease idea has merit. My experience with quick charging a battery is that it usually shortens the life of it greatly. I think if you have "charging stations" which swap fresh batteries for old ones kinda like the propane cylinder exchange on your gas grill only faster, that might really work. Yeah, have stations with hundreds of batteries trickle charging, and someone pulls in for a fresh one, slide the old one out and a new one in and bang down the road you go.
    Jun 5, 2008. 08:46 AM | Likes Like |Link to Comment
  • The Contrast Between Blockbuster and Netflix [View article]
    people with foresight can realize that the next natural step is downloadable content straight to your livingroom. The dvd makers probably wont go hungry for a few more years. An interesting look into the future came at the expense of the writers strike, writers were highly concerned about the royalties for online content. This was the butt of a lot of jokes by the comedians covering this. Joking about worrying about the royalties on reruns of 30rock and the office. The cable industry must change or die because behind the technical jibberish is a fundamental change. When you have cable they tell you when you are going to watch your show unless you have a dvr even then you are told when you can record this show. Online content will allow the user to access what they desire instantly. Yes the netflix plan is a little campy, but, its a good start. I must admit I'm long nflx and a supersatisfied customer. I basically see this space or sector as the next battleground of the clash of the titans msft vs aapl. With significant m&a of people who have some semblance of a clue in the pioneering end of the development. aapl is already in this space and msft likes to buy into spaces with their cash from qdos all the way to yhoo. Without foresight we would be waxing poetically about the awesome 8 track player we used to have.
    May 30, 2008. 01:52 PM | Likes Like |Link to Comment
  • First Solar's Future: Bright or Dim? [View article]
    Maybe writer has forgotten that oil is also heavily subsidized in this country. Also yes there is a huge p/e premium because they are the sector leader by far, kind of like a google of solar panels. Anyway good luck with that short it will either pay off big or you will pay big.
    Apr 29, 2008. 10:29 AM | Likes Like |Link to Comment
  • The Market Domino Effect: Staying Ahead of the Curve [View article]
    I like the article for the most part except how can you have fslr be a mega trend loser and TAN be a mega trend winner? FSLR is TAN'S biggest holding that's basicallly owning fslr + expense ratio bite out of profit
    Apr 27, 2008. 01:04 PM | Likes Like |Link to Comment
  • Thornburg's a Huge Bargain After Monday's Crash [View article]
    Okay, I can't stay silent anymore

    I love this forum, great job Jack. I have been reading from the start. I have no insight as I am, alas, and undereducated underprivileged underimportant dummy. I have my cigarette money riding on thornburg (decided 2 yrs ago that speculating was better for my lungs). This stock is a lotto ticket, period. Let me just offer you this If you owe the bank 100 bucks you have a problem, if you owe the bank 948+ million they have a problem why don't you think they haven't been dropped like a bad habit when they should have. Thanks, keep it coming
    Mar 31, 2008. 02:26 PM | Likes Like |Link to Comment
  • Solar Stocks Show Signs of Life [View article]
    America doesn't need to wake up for solar to be good, the rest of the world is going to take us to the woodshed on this one (just look at the socialistas in spain). Just look at Brazil now whos laughing in the game of energy independance. These companies represent the next generation, panels aren't so ugly anymore just look at the BIPV (building integrated photovoltaic) this is not your fathers solar panel. Some of the offerings from STP look like actual skyscraper windows and are actual roofing grade material, not some hunk of junk sitting on top of the roof. Hey, by all means keep playing negative sentiment then I can get more on the cheap.
    Mar 31, 2008. 01:55 PM | Likes Like |Link to Comment
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