Clearlead's Comments Clearlead's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/173002/comments Duke Energy Wants to Own Every Piece of the Smart Grid http://seekingalpha.com/article/174354-duke-energy-wants-to-own-every-piece-of-the-smart-grid?source=feed#comment-768824 768824 Fri, 20 Nov 2009 09:51:32 -0500 The Energy Detective, Now with Google’s PowerMeter http://seekingalpha.com/article/165132-the-energy-detective-now-with-googles-powermeter?source=feed#comment-706859 706859 Wed, 07 Oct 2009 10:37:30 -0400 A123 Systems IPO Meets with Great Success http://seekingalpha.com/article/163179-a123-systems-ipo-meets-with-great-success?source=feed#comment-689367 689367 Thu, 24 Sep 2009 12:27:12 -0400 20 Companies Most Likely to Go Bankrupt in Next Year http://seekingalpha.com/article/162021-20-companies-most-likely-to-go-bankrupt-in-next-year?source=feed#comment-682324 682324 Fri, 18 Sep 2009 09:26:03 -0400 Smart Grid Requires Smart Utilities http://seekingalpha.com/article/160419-smart-grid-requires-smart-utilities?source=feed#comment-669109 669109 Wed, 09 Sep 2009 13:51:19 -0400 Is Demand Response Doomed? http://seekingalpha.com/article/157332-is-demand-response-doomed?source=feed#comment-639556 639556 Fri, 21 Aug 2009 09:27:54 -0400 Four European Oil Company ADRs with Dividends Greater than 5% http://seekingalpha.com/article/142453-four-european-oil-company-adrs-with-dividends-greater-than-5?source=feed#comment-541948 541948 Thu, 11 Jun 2009 09:19:36 -0400 Biovail: Dividend Cut, Recent Acquisition Positive for Shareholders http://seekingalpha.com/article/141278-biovail-dividend-cut-recent-acquisition-positive-for-shareholders?source=feed#comment-532799 532799 (b) the divy cut is positive b/c they ended the issue of it being unsustainable, and one might say now it can grow the divy in a manner that appropriately reflects growth and hopefully maintains a reasonable balance sheet..i do believe the author hit on this point enough.
(c) acquisition = growth, etc., which author also addressed.

frankly this company was a train wreck and it's making a turn around, which the author has emphasized.

but what is concerning to me is the convertible offering, and whether they can now quickly execute some more good news and acquisitions to merit this move.

yes, I am long bvf.]]>
Thu, 04 Jun 2009 20:01:01 -0400 (b) the divy cut is positive b/c they ended the issue of it being unsustainable, and one might say now it can grow the divy in a manner that appropriately reflects growth and hopefully maintains a reasonable balance sheet..i do believe the author hit on this point enough.
(c) acquisition = growth, etc., which author also addressed.

frankly this company was a train wreck and it's making a turn around, which the author has emphasized.

but what is concerning to me is the convertible offering, and whether they can now quickly execute some more good news and acquisitions to merit this move.

yes, I am long bvf.]]>
Biovail 'Still Not Getting the Attention It Deserves' - UBS http://seekingalpha.com/article/135387-biovail-still-not-getting-the-attention-it-deserves-ubs?source=feed#comment-492442 492442 Wed, 06 May 2009 14:24:40 -0400 What's Gotten into Taiwan? http://seekingalpha.com/article/135116-what-s-gotten-into-taiwan?source=feed#comment-489274 489274 Mon, 04 May 2009 16:33:25 -0400 Williams Companies: Icahn Snoops Around Again http://seekingalpha.com/article/120683-williams-companies-icahn-snoops-around-again?source=feed#comment-390296 390296 Mon, 16 Feb 2009 09:18:01 -0500 Plug-In Natural Gas Hybrid Vehicles: A Game Changer http://seekingalpha.com/article/117271-plug-in-natural-gas-hybrid-vehicles-a-game-changer?source=feed#comment-369861 369861 Thu, 29 Jan 2009 10:45:19 -0500 Nuclear Firms Power Up - Barron's http://seekingalpha.com/article/114115-nuclear-firms-power-up-barron-s?source=feed#comment-352266 352266 Sun, 11 Jan 2009 09:39:44 -0500 Smart Grid Backers Push for Job Growth http://seekingalpha.com/article/113778-smart-grid-backers-push-for-job-growth?source=feed#comment-349589 349589 Thu, 08 Jan 2009 10:10:07 -0500 Crude Oil Inventories: I Can Tango, Can You? http://seekingalpha.com/article/113774-crude-oil-inventories-i-can-tango-can-you?source=feed#comment-349580 349580 Thu, 08 Jan 2009 10:03:30 -0500 Three Stocks to 'Weatherize' Your Portfolio http://seekingalpha.com/article/107795-three-stocks-to-weatherize-your-portfolio?source=feed#comment-314439 314439 Tue, 25 Nov 2008 08:09:07 -0500 Recent Announcements Will Spark Electric Car Sales http://seekingalpha.com/article/107296-recent-announcements-will-spark-electric-car-sales?source=feed#comment-312353 312353
Driving cars on oil, just makes no sense, it's killing our world and enriching our enemies. The cost of a gallon of gas needs to reflect the real environmental costs, as well as the cost of the military, etc., but until then we are just subsidizing big oil and nations like Iran.]]>
Sat, 22 Nov 2008 09:15:24 -0500
Driving cars on oil, just makes no sense, it's killing our world and enriching our enemies. The cost of a gallon of gas needs to reflect the real environmental costs, as well as the cost of the military, etc., but until then we are just subsidizing big oil and nations like Iran.]]>
Our Biggest Infrastructure Need? Think Broadband http://seekingalpha.com/article/106348-our-biggest-infrastructure-need-think-broadband?source=feed#comment-308767 308767 Tue, 18 Nov 2008 09:03:44 -0500 Solar, Wind ETF Growth Could Suffer from Creaky Power Grid http://seekingalpha.com/article/105302-solar-wind-etf-growth-could-suffer-from-creaky-power-grid?source=feed#comment-302901 302901
The author has a point with respect to demand response and efficiency measures in lieu of major capex expansions of transmission, this is the view point of the current FERC commissioner Wellinghoff. Hardly as sexy as wind, but demand response and efficiency is going to have a place in our new energy future. ]]>
Tue, 11 Nov 2008 09:47:27 -0500
The author has a point with respect to demand response and efficiency measures in lieu of major capex expansions of transmission, this is the view point of the current FERC commissioner Wellinghoff. Hardly as sexy as wind, but demand response and efficiency is going to have a place in our new energy future. ]]>
My U.S. Infrastructure and Employment Plan http://seekingalpha.com/article/105283-my-u-s-infrastructure-and-employment-plan?source=feed#comment-302883 302883
I'd also be watching PWR since someone has to do the transmission work....and ABB since someone has to supply the power grid equipment.]]>
Tue, 11 Nov 2008 09:37:40 -0500
I'd also be watching PWR since someone has to do the transmission work....and ABB since someone has to supply the power grid equipment.]]>
Which Energy Trusts are More Vulnerable to Distribution Cuts? http://seekingalpha.com/article/95120-which-energy-trusts-are-more-vulnerable-to-distribution-cuts?source=feed#comment-252524 252524 Fri, 12 Sep 2008 09:28:46 -0400 Unconventional Energy Still Attractive - UBS http://seekingalpha.com/article/94177-unconventional-energy-still-attractive-ubs?source=feed#comment-246841 246841 Sat, 06 Sep 2008 09:45:40 -0400 2 Top Energy Sector Bets http://seekingalpha.com/article/93759-2-top-energy-sector-bets?source=feed#comment-245297 245297 Thu, 04 Sep 2008 09:24:40 -0400 Sarah Palin: Wall Street's Candidate http://seekingalpha.com/article/93883-sarah-palin-wall-street-s-candidate?source=feed#comment-245291 245291 Thu, 04 Sep 2008 09:19:09 -0400 Wind Turbine Market Estimated To Reach $60.9 Billion by 2013 http://seekingalpha.com/article/93192-wind-turbine-market-estimated-to-reach-60-9-billion-by-2013?source=feed#comment-241534 241534 Fri, 29 Aug 2008 09:30:20 -0400 NBC Refuses Pickens Plan Ad http://seekingalpha.com/article/93169-nbc-refuses-pickens-plan-ad?source=feed#comment-241516 241516 Fri, 29 Aug 2008 09:20:30 -0400 Atlas Energy: More 'Criminally Undervalued' Than Cramer Realizes http://seekingalpha.com/article/92144-atlas-energy-more-criminally-undervalued-than-cramer-realizes?source=feed#comment-237151 237151 ]]> Sat, 23 Aug 2008 10:41:52 -0400 ]]> Game Changer in Solar Energy: PG&E Inks Deal http://seekingalpha.com/article/91147-game-changer-in-solar-energy-pg-e-inks-deal?source=feed#comment-231341 231341 Fri, 15 Aug 2008 13:37:10 -0400 Natural Gas Prices Set To Surge - Canaccord http://seekingalpha.com/article/90974-natural-gas-prices-set-to-surge-canaccord?source=feed#comment-231155 231155 Fri, 15 Aug 2008 11:00:58 -0400 The T. Boone Pickens Approach http://seekingalpha.com/article/87012-the-t-boone-pickens-approach?source=feed#comment-214263 214263 Fri, 25 Jul 2008 10:00:29 -0400