tylakewalker's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/176588/comments http://seekingalpha.com/news/market_currents/post/37715?source=feed#comment-791185 791185 Fri, 04 Dec 2009 22:56:07 -0500 http://seekingalpha.com/news/market_currents/post/37589?source=feed#comment-788322 788322
Completely out of touch with reality. Right now working class Americans have the most distrust and resentment towards the financial system than I have ever seen in my lifetime. ]]> Thu, 03 Dec 2009 09:34:13 -0500
Completely out of touch with reality. Right now working class Americans have the most distrust and resentment towards the financial system than I have ever seen in my lifetime. ]]> http://seekingalpha.com/news/market_currents/post/35546?source=feed#comment-739451 739451 Sun, 01 Nov 2009 13:54:42 -0500 http://seekingalpha.com/article/161077-expecting-big-things-from-wireless-infrastructure-stocks?source=feed#comment-673340 673340 disclosure; long Crown]]> Sat, 12 Sep 2009 10:45:20 -0400 disclosure; long Crown]]> http://seekingalpha.com/article/161077-expecting-big-things-from-wireless-infrastructure-stocks?source=feed#comment-673330 673330
Nope. Wireless consulting is a very low margin business. You are lucky if you make any money. Tower companies only do consulting to push the carriers on to their own towers. The rent income is where the money is not the consulting fees. ]]> Sat, 12 Sep 2009 10:32:32 -0400
Nope. Wireless consulting is a very low margin business. You are lucky if you make any money. Tower companies only do consulting to push the carriers on to their own towers. The rent income is where the money is not the consulting fees. ]]> http://seekingalpha.com/news/market_currents/post/27553?source=feed#comment-579824 579824 Is it not wise to diversify.]]> Wed, 08 Jul 2009 21:28:19 -0400 Is it not wise to diversify.]]> http://seekingalpha.com/article/144110-ethanol-s-persecution-complex-to-rehabilitate-its-image-it-must-understand-the-issues?source=feed#comment-555217 555217 Sat, 20 Jun 2009 10:48:25 -0400 http://seekingalpha.com/article/136477-rising-number-of-renters-could-spell-trouble-for-consumer-price-index?source=feed#comment-495413 495413
I am long EQR and UDR. I don't see rents rising in the near term. Too many job losses.]]> Fri, 08 May 2009 09:52:09 -0400
I am long EQR and UDR. I don't see rents rising in the near term. Too many job losses.]]> http://seekingalpha.com/instablog/164535-mike-stathis/1000-why-buffett-doesn-t-matter?source=feed#comment-465964 465964 Thu, 16 Apr 2009 21:14:33 -0400 http://seekingalpha.com/article/129121-commercial-real-estate-from-best-to-worst-of-times-in-seven-months-flat?source=feed#comment-464980 464980 Thu, 16 Apr 2009 10:05:41 -0400 http://seekingalpha.com/article/118103-u-s-debt-default-dollar-collapse-altogether-likely?source=feed#comment-376702 376702 Thu, 05 Feb 2009 09:14:13 -0500 http://seekingalpha.com/article/113013-year-end-buyouts-big-challenges-for-the-big-banks?source=feed#comment-345370 345370 Furthermore, these large banks are stealing from taxpayers. Boycott them, close your accounts with the large banks and open accounts with small banks and credit unions.
]]> Sun, 04 Jan 2009 11:12:08 -0500 Furthermore, these large banks are stealing from taxpayers. Boycott them, close your accounts with the large banks and open accounts with small banks and credit unions.
]]> http://seekingalpha.com/news/market_currents/post/14422?source=feed#comment-344430 344430 Fri, 02 Jan 2009 14:58:20 -0500 http://seekingalpha.com/article/112695-10-clean-energy-stocks-for-2009?source=feed#comment-342402 342402
"The web is populated with idiots that have some weird need to spout opinions"

yes like you.

Why the negativity? No one forced you to read for this. You didn't pay for this article.

]]> Wed, 31 Dec 2008 09:47:59 -0500
"The web is populated with idiots that have some weird need to spout opinions"

yes like you.

Why the negativity? No one forced you to read for this. You didn't pay for this article.

]]> http://seekingalpha.com/article/111463-jp-morgan-initiates-coverage-on-wireless-tower-companies?source=feed#comment-333845 333845 I believe demand for tower space will grow as end customers continue with a couple of key trends.
1) ditching the land line and making all calls wireless
2) expanding the role of the wireless phone into web browsing, file downloading and other applications that will increase the need for greater data capacity. carriers will have to add infill sites, add antennas to existing sites.

An infrastructure trend worth mentioning. Some carriers, most notably, Clearwire, are ditching the leased T1 lines and using microwave dishes for data backhaul. That is revenue lost by the local phone company and gained by the tower landlord.
The shift of resources continues to flow into wireless telecom and wireless internet. Just look at the FCC's taking of bandwidth from television broadcasting to wireless telecom.
long cci]]> Fri, 19 Dec 2008 09:50:29 -0500 I believe demand for tower space will grow as end customers continue with a couple of key trends.
1) ditching the land line and making all calls wireless
2) expanding the role of the wireless phone into web browsing, file downloading and other applications that will increase the need for greater data capacity. carriers will have to add infill sites, add antennas to existing sites.

An infrastructure trend worth mentioning. Some carriers, most notably, Clearwire, are ditching the leased T1 lines and using microwave dishes for data backhaul. That is revenue lost by the local phone company and gained by the tower landlord.
The shift of resources continues to flow into wireless telecom and wireless internet. Just look at the FCC's taking of bandwidth from television broadcasting to wireless telecom.
long cci]]> http://seekingalpha.com/article/100808-the-return-of-lending-still-distant?source=feed#comment-287127 287127 Tue, 21 Oct 2008 12:27:30 -0400 http://seekingalpha.com/article/93728-crown-castle-and-the-tower-operators-the-foundation-for-next-gen-wireless?source=feed#comment-246149 246149 Fri, 05 Sep 2008 09:59:06 -0400 http://seekingalpha.com/article/93728-crown-castle-and-the-tower-operators-the-foundation-for-next-gen-wireless?source=feed#comment-246147 246147 Fri, 05 Sep 2008 09:57:27 -0400 http://seekingalpha.com/article/93728-crown-castle-and-the-tower-operators-the-foundation-for-next-gen-wireless?source=feed#comment-245047 245047 Nice article

Nathan,
I think most of the risk would be borne by the company generating the signal (carrier) or the antenna manufacturer not the owner of the steel (tower company) Additionally, I would imagine the lawsuits would generally target the deeper pockets (carriers). Furthermore, radio stations have been generating much more powerful wireless signals for much longer and to my knowledge they have not been successfully sued for damages resulting from RF radiation.

All,
The biggest risk with CCI is the eventual bankruptcy of Sprint Nextel. All of those global signal towers acquired were once upon a time owned by Sprint. So it follows that Sprint antennas will be located on almost all of the former Global Signal towers. When Sprint Nextel goes belly up all of that lease revenue goes away. You can't enforce a lease on a bankrupt lessee.

I have professional experience negotiating and placing antennas on all of the tower companies facilities for all of the carriers and Crown Castle is the best tower company. After I quit working on developing wireless infrastructure I made one investment in wireless telecom and that was a long position in CCI.]]> Wed, 03 Sep 2008 22:04:18 -0400 Nice article

Nathan,
I think most of the risk would be borne by the company generating the signal (carrier) or the antenna manufacturer not the owner of the steel (tower company) Additionally, I would imagine the lawsuits would generally target the deeper pockets (carriers). Furthermore, radio stations have been generating much more powerful wireless signals for much longer and to my knowledge they have not been successfully sued for damages resulting from RF radiation.

All,
The biggest risk with CCI is the eventual bankruptcy of Sprint Nextel. All of those global signal towers acquired were once upon a time owned by Sprint. So it follows that Sprint antennas will be located on almost all of the former Global Signal towers. When Sprint Nextel goes belly up all of that lease revenue goes away. You can't enforce a lease on a bankrupt lessee.

I have professional experience negotiating and placing antennas on all of the tower companies facilities for all of the carriers and Crown Castle is the best tower company. After I quit working on developing wireless infrastructure I made one investment in wireless telecom and that was a long position in CCI.]]> http://seekingalpha.com/article/92760-ethanol-our-answer-to-reducing-u-s-dependence-on-foreign-oil?source=feed#comment-239705 239705 Corn is a type of grass.

Tim:
Sugarcane based ethanol is a far superior choice to corn based ethanol. We can import it from Central and South American countries.

Of course Barack Obama supports corn based ethanol. He answers to the Acher Daniels Midland company and he is from a corn producing state, Illinois. ]]> Tue, 26 Aug 2008 21:21:53 -0400 Corn is a type of grass.

Tim:
Sugarcane based ethanol is a far superior choice to corn based ethanol. We can import it from Central and South American countries.

Of course Barack Obama supports corn based ethanol. He answers to the Acher Daniels Midland company and he is from a corn producing state, Illinois. ]]> http://seekingalpha.com/article/91100-forget-100-a-barrel-oil-will-plummet-to-30?source=feed#comment-231620 231620
"The United States is leading an alternative energy charge that will spread throughout the globe and cause a major shift of power away from the Middle East."

shows the authors ignorance. Brazil leads the world in developing ethanol, Denmark in wind power, Germany in solar power. The US does not lead the world in any kind of economically viable alternative energy.]]> Fri, 15 Aug 2008 19:30:24 -0400
"The United States is leading an alternative energy charge that will spread throughout the globe and cause a major shift of power away from the Middle East."

shows the authors ignorance. Brazil leads the world in developing ethanol, Denmark in wind power, Germany in solar power. The US does not lead the world in any kind of economically viable alternative energy.]]> http://seekingalpha.com/article/90057-u-s-savings-rate-to-increase-finally?source=feed#comment-226417 226417
Wow, such a bold prediction. The savings rate may begin to rise or it might not.

My suggestion. Start saving by not purchasing any worthless non-predictions from James Grant.

]]> Fri, 08 Aug 2008 15:59:04 -0400
Wow, such a bold prediction. The savings rate may begin to rise or it might not.

My suggestion. Start saving by not purchasing any worthless non-predictions from James Grant.

]]> http://seekingalpha.com/article/89914-sugar-supply-concerns-developing-affect-on-commodity-markets?source=feed#comment-226041 226041 Fri, 08 Aug 2008 11:07:59 -0400 http://seekingalpha.com/article/89149-oil-gas-electric-cars-the-market-and-the-economy?source=feed#comment-225464 225464
Yes, I think we should import sugarcane based ethanol from Brazil. If the US removed the import tariff on imported ethanol, other countries with suitable climates would be incentivized to grown sugarcane to produce ethanol. I think India, Central and South American countries would be, in general, better trade partners than middle east countries. The goal should be to diversify energy sources. Ultimately cars in the US could be powered by a combination of fuels. Some electricity produced domestically, some domestic and imported ethanol, some domestic and imported gasoline.

Sugarcane based ethanol is 5 times more efficient than corn based ethanol. Sugarcane based ethanol is a partial solution to a huge problem. We still need to reduce energy consumption while diversifying energy sources. Telecommute more, improve public transportation, etcetera. There is no one solution but I'm tired of sugarcane based ethanol being put in the same category as corn based ethanol.


On Aug 06 11:56 AM Dr. No wrote:

> Muddling Invester: I love your calcualtion and reality check. So
> how does the electro-magnetic field look like around a thigh-thick
> conductor at 200V and 4000Amps?
>
> tyklakewalker: Last time I checked sugar cane gorws only in Florida,
> Louisiana and Hawaii domestically. We should replace middle east
> oil dependence with brazil ethanol dependence ??? Further: You make
> lemonade with lemons: The midwest agriculture grows what it can given
> the long and harsh winters and the hot and humid summers. It ain't
> Hawaii and it ain't California there. You need to look at land effeciency
> and corn is pretty darn good for that.]]> Thu, 07 Aug 2008 16:35:29 -0400
Yes, I think we should import sugarcane based ethanol from Brazil. If the US removed the import tariff on imported ethanol, other countries with suitable climates would be incentivized to grown sugarcane to produce ethanol. I think India, Central and South American countries would be, in general, better trade partners than middle east countries. The goal should be to diversify energy sources. Ultimately cars in the US could be powered by a combination of fuels. Some electricity produced domestically, some domestic and imported ethanol, some domestic and imported gasoline.

Sugarcane based ethanol is 5 times more efficient than corn based ethanol. Sugarcane based ethanol is a partial solution to a huge problem. We still need to reduce energy consumption while diversifying energy sources. Telecommute more, improve public transportation, etcetera. There is no one solution but I'm tired of sugarcane based ethanol being put in the same category as corn based ethanol.


On Aug 06 11:56 AM Dr. No wrote:

> Muddling Invester: I love your calcualtion and reality check. So
> how does the electro-magnetic field look like around a thigh-thick
> conductor at 200V and 4000Amps?
>
> tyklakewalker: Last time I checked sugar cane gorws only in Florida,
> Louisiana and Hawaii domestically. We should replace middle east
> oil dependence with brazil ethanol dependence ??? Further: You make
> lemonade with lemons: The midwest agriculture grows what it can given
> the long and harsh winters and the hot and humid summers. It ain't
> Hawaii and it ain't California there. You need to look at land effeciency
> and corn is pretty darn good for that.]]> http://seekingalpha.com/article/89729-24-fundamentals-of-market-bottoms?source=feed#comment-225367 225367 Thu, 07 Aug 2008 14:46:15 -0400 http://seekingalpha.com/article/89149-oil-gas-electric-cars-the-market-and-the-economy?source=feed#comment-223348 223348
Not all ethanol is created equal. Corn based ethanol is counter productive. It is forced on American consumers because of politics/special interest that are relevant to the US market only.

Sugarcane based ethanol is a viable supplement. ]]> Tue, 05 Aug 2008 14:04:36 -0400
Not all ethanol is created equal. Corn based ethanol is counter productive. It is forced on American consumers because of politics/special interest that are relevant to the US market only.

Sugarcane based ethanol is a viable supplement. ]]> http://seekingalpha.com/article/88836-is-this-a-recession-wrong-question?source=feed#comment-222209 222209 Mon, 04 Aug 2008 10:36:20 -0400 http://seekingalpha.com/article/81955-the-great-oil-deception-part-three?source=feed#comment-188377 188377 Thu, 19 Jun 2008 09:52:13 -0400 http://seekingalpha.com/article/81373-beware-of-the-allure-of-ethanol-investing?source=feed#comment-185875 185875 REMOVE THE TARIFF ON IMPORTED SUGARCANE BASED ETHANOL. ]]> Sun, 15 Jun 2008 11:21:48 -0400 REMOVE THE TARIFF ON IMPORTED SUGARCANE BASED ETHANOL. ]]> http://seekingalpha.com/article/80406-ethanol-producers-in-trouble-as-corn-sets-new-record?source=feed#comment-184224 184224 CZZ) and willing to wait. All of the mis-information about sugar cane based ethanol will go away and the truth will prevail in the long run. Sugarcane ethanol is one fuel that can be used to supplement gasoline.]]> Thu, 12 Jun 2008 11:40:09 -0400 CZZ) and willing to wait. All of the mis-information about sugar cane based ethanol will go away and the truth will prevail in the long run. Sugarcane ethanol is one fuel that can be used to supplement gasoline.]]>