CT Programmer's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/177915/comments http://seekingalpha.com/article/112428-is-it-time-to-buy-dry-bulk-shippers?source=feed#comment-340367 340367 Mon, 29 Dec 2008 09:28:48 -0500 http://seekingalpha.com/article/109406-freeport-mcmoran-dead-money-until-copper-prices-recover?source=feed#comment-321598 321598 Fri, 05 Dec 2008 09:53:33 -0500 http://seekingalpha.com/article/109124-comeback-stocks?source=feed#comment-321479 321479 Fri, 05 Dec 2008 08:11:45 -0500 http://seekingalpha.com/article/108520-will-all-shipping-companies-suffer-equally?source=feed#comment-318015 318015 Mon, 01 Dec 2008 08:16:33 -0500 http://seekingalpha.com/article/107494-canadian-royalty-trusts-will-never-return-to-their-former-glory?source=feed#comment-313563 313563 Mon, 24 Nov 2008 09:44:03 -0500 http://seekingalpha.com/article/107553-looking-good-genco-in-particular-shipping-in-general?source=feed#comment-313533 313533 Mon, 24 Nov 2008 09:20:52 -0500 http://seekingalpha.com/article/106509-four-chinese-solar-stocks-under-threat-from-pollution?source=feed#comment-309039 309039 Tue, 18 Nov 2008 12:47:44 -0500 http://seekingalpha.com/article/106163-as-solar-plummets-stocks-drop-below-book-value?source=feed#comment-307808 307808
And in reference to the last comment about states laying off people, he (or she) doesn't realize that most states have already put into place mandated increases in the percentage of "alternative" energy sources that utilities must use. It has nothing to do with the state --- its all on the utility companies to do it. That is the bulk of this stuff --- not private individuals and subsidies. Just like WPSPIKER said the subsidies, while they are there, are currently not enough to push the average Joe to invest in panels for his roof. I've looked into it and even with big incentives from CT that nearly pay half of the system, its still 15 years to break-even.]]> Mon, 17 Nov 2008 09:42:14 -0500
And in reference to the last comment about states laying off people, he (or she) doesn't realize that most states have already put into place mandated increases in the percentage of "alternative" energy sources that utilities must use. It has nothing to do with the state --- its all on the utility companies to do it. That is the bulk of this stuff --- not private individuals and subsidies. Just like WPSPIKER said the subsidies, while they are there, are currently not enough to push the average Joe to invest in panels for his roof. I've looked into it and even with big incentives from CT that nearly pay half of the system, its still 15 years to break-even.]]> http://seekingalpha.com/article/105024-don-t-let-bulk-shippers-sink-your-portfolio-for-now?source=feed#comment-301667 301667 Mon, 10 Nov 2008 08:09:56 -0500 http://seekingalpha.com/article/102042-more-on-tarp-and-the-insurance-industry?source=feed#comment-291361 291361 Mon, 27 Oct 2008 09:11:37 -0400 http://seekingalpha.com/article/101267-nothing-to-ship-cramer-s-stop-trading-10-22-08?source=feed#comment-288514 288514 WGOV), but I pushed the button and sold a while back because their PE was just getting too high. A few days later Cramer gets on and hawks them to the moon. They get about a 15% bump (I kick myself for selling a week too early). Of course, 2 weeks later they're back where they were when I sold, and now of course the stock is 20% cheaper. ]]> Thu, 23 Oct 2008 08:54:34 -0400 WGOV), but I pushed the button and sold a while back because their PE was just getting too high. A few days later Cramer gets on and hawks them to the moon. They get about a 15% bump (I kick myself for selling a week too early). Of course, 2 weeks later they're back where they were when I sold, and now of course the stock is 20% cheaper. ]]> http://seekingalpha.com/article/100013-trina-solar-looks-good-though-market-yawns?source=feed#comment-283602 283602 seekingalpha.com/artic.... Not only that, but many states have tax incentives for home use of "alternative" energy. CT will subsidize a huge chunk of a solar system you put on your roof. BUT, even with the subsidy it still is 15 years before you break even. As traditional energy costs rise, the ROI equation changes and makes alternatives more enticing even at the household level. But as energy prices back off like they have done recently, it does hurt the alternative energy market. It is very closely linked, although more to natural gas and coal than to oil.]]> Thu, 16 Oct 2008 10:00:29 -0400 seekingalpha.com/artic.... Not only that, but many states have tax incentives for home use of "alternative" energy. CT will subsidize a huge chunk of a solar system you put on your roof. BUT, even with the subsidy it still is 15 years before you break even. As traditional energy costs rise, the ROI equation changes and makes alternatives more enticing even at the household level. But as energy prices back off like they have done recently, it does hurt the alternative energy market. It is very closely linked, although more to natural gas and coal than to oil.]]> http://seekingalpha.com/article/100148-seven-stocks-for-an-impending-apocalypse?source=feed#comment-283558 283558
Question: You mention TSL scares you due to the cash flow lay (which of course scares me because I have TSL shares). Can you elaborate a bit?]]> Thu, 16 Oct 2008 09:10:06 -0400
Question: You mention TSL scares you due to the cash flow lay (which of course scares me because I have TSL shares). Can you elaborate a bit?]]> http://seekingalpha.com/article/99699-chesapeake-bites-mclendon?source=feed#comment-282013 282013 Tue, 14 Oct 2008 09:52:36 -0400 http://seekingalpha.com/article/99699-chesapeake-bites-mclendon?source=feed#comment-281498 281498 Mon, 13 Oct 2008 15:06:07 -0400 http://seekingalpha.com/article/99348-midstream-mlps-crashing-present-opportunity?source=feed#comment-278921 278921 seekingalpha.com/autho...).]]> Fri, 10 Oct 2008 10:57:43 -0400 seekingalpha.com/autho...).]]> http://seekingalpha.com/article/99059-mlps-still-attractive-after-recent-selloff?source=feed#comment-277650 277650 Thu, 09 Oct 2008 09:41:10 -0400 http://seekingalpha.com/article/99059-mlps-still-attractive-after-recent-selloff?source=feed#comment-276865 276865 Wed, 08 Oct 2008 11:24:29 -0400 http://seekingalpha.com/article/99059-mlps-still-attractive-after-recent-selloff?source=feed#comment-276858 276858
As for good buys in general... take your pick. Fertilizer companies, copper miners, gold (maybe), dry bulk shippers, gas and oil producers. They're all down significantly as if they're going out of business, yet they all have solid cash flows and last time I checked Asia was still running red-hot (and China just lowered its rates!!!). I personally put a lot of stock (no pun intended) in Jim Jubak's list on MSN and read him regularly.

As a side note, I love how the press is saying that EEP is down 18% today because of the 2.4m fine. That happened last fall, and I read about that fine last week. I guess knee-jerk reactions are on a delay ;-)]]> Wed, 08 Oct 2008 11:20:07 -0400
As for good buys in general... take your pick. Fertilizer companies, copper miners, gold (maybe), dry bulk shippers, gas and oil producers. They're all down significantly as if they're going out of business, yet they all have solid cash flows and last time I checked Asia was still running red-hot (and China just lowered its rates!!!). I personally put a lot of stock (no pun intended) in Jim Jubak's list on MSN and read him regularly.

As a side note, I love how the press is saying that EEP is down 18% today because of the 2.4m fine. That happened last fall, and I read about that fine last week. I guess knee-jerk reactions are on a delay ;-)]]> http://seekingalpha.com/article/99059-mlps-still-attractive-after-recent-selloff?source=feed#comment-276789 276789 Wed, 08 Oct 2008 10:41:15 -0400 http://seekingalpha.com/article/99059-mlps-still-attractive-after-recent-selloff?source=feed#comment-276613 276613 Wed, 08 Oct 2008 08:16:18 -0400 http://seekingalpha.com/article/98933-mosaic-misses-earnings-and-brings-down-the-sector?source=feed#comment-276581 276581 GNK) was way up there at $85 about a year ago. I picked them up (happy at the time) in the $60's thinking it was a great bargain. Now here they are near $20. I never in my wildest dreams would have imagined they'd be that ridiculously low. And that's the problem with this market now. Time after time, value investors get screwed as the prices continue to drop irrationally. But I'll be picking up more GNK and MOS in the near future. They'll piddle around for the next year or two, but long-term they are screaming buys at this price or anywhere within 50-100% of it.]]> Wed, 08 Oct 2008 07:38:47 -0400 GNK) was way up there at $85 about a year ago. I picked them up (happy at the time) in the $60's thinking it was a great bargain. Now here they are near $20. I never in my wildest dreams would have imagined they'd be that ridiculously low. And that's the problem with this market now. Time after time, value investors get screwed as the prices continue to drop irrationally. But I'll be picking up more GNK and MOS in the near future. They'll piddle around for the next year or two, but long-term they are screaming buys at this price or anywhere within 50-100% of it.]]> http://seekingalpha.com/article/98610-ge-looks-very-attractive-here?source=feed#comment-274683 274683
But even if you bought GE now (or virtually anything), you'll be rewarded long term. I wish I had waited a little longer. I thought below $30 was great. $20 of course would have been better. But my crystal ball was broken at the time. At any other time, a stalwart like GE at a fwd PE of 10 would be jumped on by anyone. But this is not any other time. THESE ARE CRAZY TIMES! Just buy with whatever spare cash you have and sit. Proper valuations will return over time.]]> Mon, 06 Oct 2008 10:58:41 -0400
But even if you bought GE now (or virtually anything), you'll be rewarded long term. I wish I had waited a little longer. I thought below $30 was great. $20 of course would have been better. But my crystal ball was broken at the time. At any other time, a stalwart like GE at a fwd PE of 10 would be jumped on by anyone. But this is not any other time. THESE ARE CRAZY TIMES! Just buy with whatever spare cash you have and sit. Proper valuations will return over time.]]> http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-272701 272701 Fri, 03 Oct 2008 11:53:40 -0400 http://seekingalpha.com/article/98383-mbia-sues-countrywide-part-of-the-solution-to-clean-up-the-lies?source=feed#comment-272685 272685 Fri, 03 Oct 2008 11:38:57 -0400 http://seekingalpha.com/article/98259-attractive-outlook-for-mlps-following-september-lows?source=feed#comment-271886 271886 Thu, 02 Oct 2008 14:44:46 -0400 http://seekingalpha.com/article/98259-attractive-outlook-for-mlps-following-september-lows?source=feed#comment-271790 271790 Thu, 02 Oct 2008 13:31:11 -0400 http://seekingalpha.com/article/98263-the-market-hates-mosaic-phosphates-not-up-to-snuff?source=feed#comment-271705 271705 Thu, 02 Oct 2008 12:33:10 -0400 http://seekingalpha.com/article/97868-financial-markets-circle-the-drain-where-does-that-leave-clean-energy?source=feed#comment-269742 269742 Tue, 30 Sep 2008 13:36:11 -0400 http://seekingalpha.com/article/97868-financial-markets-circle-the-drain-where-does-that-leave-clean-energy?source=feed#comment-268836 268836 Mon, 29 Sep 2008 16:17:11 -0400