PhillyD's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/206143/comments http://seekingalpha.com/article/159833-money-supply-the-myth-of-hyperinflation?source=feed#comment-661827 661827
#2 The Fed is NOT a government agency ... it is a privately held corporation which has been GIVEN the authority to control all the money (legal tender) in our nation. The Fed does NOT print money. They contract out that duty to the US Mint, which IS a government agency.

#3 Therefore the US Governement does NOT print money for themselves ... the US Mint prints it (for a small fee) for the Fed. When the US Governement needs money they have only 2 ways of getting it; a) they tax people, companies, activities, etc. and/or b) they borrow it from people, nations, etc.

If we could ever abolish the Fed and have our own governement print the money it needs and then distribute that money via jobs such as roads, railways, science, research, military, etc. then the private economy would boom ... the money would be released WITHOUT THE BURDEN OF DEBT ... and would be recycled time and time and time again ... putting us in the situation that RRegan did so successfully ... decreased tax burdens increase tax revenues! This would decrease the need for the Fed Government to print more money and thereby keep inflation LOW on a permanent basis and not be as susceptible to the swings we see in the past 50 years.

JMHO]]> Fri, 04 Sep 2009 11:14:17 -0400
#2 The Fed is NOT a government agency ... it is a privately held corporation which has been GIVEN the authority to control all the money (legal tender) in our nation. The Fed does NOT print money. They contract out that duty to the US Mint, which IS a government agency.

#3 Therefore the US Governement does NOT print money for themselves ... the US Mint prints it (for a small fee) for the Fed. When the US Governement needs money they have only 2 ways of getting it; a) they tax people, companies, activities, etc. and/or b) they borrow it from people, nations, etc.

If we could ever abolish the Fed and have our own governement print the money it needs and then distribute that money via jobs such as roads, railways, science, research, military, etc. then the private economy would boom ... the money would be released WITHOUT THE BURDEN OF DEBT ... and would be recycled time and time and time again ... putting us in the situation that RRegan did so successfully ... decreased tax burdens increase tax revenues! This would decrease the need for the Fed Government to print more money and thereby keep inflation LOW on a permanent basis and not be as susceptible to the swings we see in the past 50 years.

JMHO]]> http://seekingalpha.com/article/98511-america-s-real-wealth?source=feed#comment-274354 274354
Now our country has taken in many other cultures and peoples that have not been impacted or directly descended from that uniquely European background. If those people harbor the same work skills, and are willing to assume the same risks and accountability ... then the author's optimism may be warranted. But, if our new American generation has lost, forgotten, or denied its roots (which seems to be the case) then we no longer have the character traits that he is referring to.

We must admit that in the past 20 years the only reason we came out of any bad economic time is due to credit. Before that we came out of hard times by working and saving. The problem is we have no ability to pay more credit and no more assets to borrow on. Do we have the desire to work, sacrifice short term material gain, and save? Time will tell but the early returns are not good.]]> Sun, 05 Oct 2008 21:58:51 -0400
Now our country has taken in many other cultures and peoples that have not been impacted or directly descended from that uniquely European background. If those people harbor the same work skills, and are willing to assume the same risks and accountability ... then the author's optimism may be warranted. But, if our new American generation has lost, forgotten, or denied its roots (which seems to be the case) then we no longer have the character traits that he is referring to.

We must admit that in the past 20 years the only reason we came out of any bad economic time is due to credit. Before that we came out of hard times by working and saving. The problem is we have no ability to pay more credit and no more assets to borrow on. Do we have the desire to work, sacrifice short term material gain, and save? Time will tell but the early returns are not good.]]> http://seekingalpha.com/article/98492-solar-gets-what-they-want-but-stocks-still-suffer?source=feed#comment-274351 274351
Now that those bankers made those loans (and way too many more for people with good jobs with no money down - people of all races) we call them greedy?? Banks were given cheap money and 'told' to loan it out. They did what they were told. Now we're paying the price.]]> Sun, 05 Oct 2008 21:46:17 -0400
Now that those bankers made those loans (and way too many more for people with good jobs with no money down - people of all races) we call them greedy?? Banks were given cheap money and 'told' to loan it out. They did what they were told. Now we're paying the price.]]> http://seekingalpha.com/article/98534-mark-to-market-vs-mark-to-history?source=feed#comment-274319 274319
It's crazy, stupid, immoral, and crooked. If a system is built on a house of cards you can't prop it up with more cards because eventually it will fall and the longer it takes the harder it's going to be. I suspect the fall we're about to take will be very painful ... since it's been propped up way too many times already.]]> Sun, 05 Oct 2008 21:36:39 -0400
It's crazy, stupid, immoral, and crooked. If a system is built on a house of cards you can't prop it up with more cards because eventually it will fall and the longer it takes the harder it's going to be. I suspect the fall we're about to take will be very painful ... since it's been propped up way too many times already.]]> http://seekingalpha.com/article/97612-republican-bailout-counterproposal-utterly-idiotic?source=feed#comment-267603 267603
While I appreciate your enthusiasm ... your rants are filled with falsehoods and illogic. For instance:

1- The Demorcrats don't have to worry about what the Republicans think, say, or do concerning bailouts. They have the majority and can pass the bill without any Democratic support. If in fact their plan is what this country needs (which it's not in my opinion) then shut up, pass the bill, and take all the credit for the great results. My own personal opinion is that other than Ron Paul there is no one in our Federal Government who understands monetary policy and by the way predicted this mess when his campaign began. Neither McCain or Obama said anything.

2- You claim that the Republicans have been in power for 10 years and made a mess of this. In fact, the deregulation of Fannie and Freddie began in 1999 under Bill Clinton. Bush did nothing to reverse it. When Bush came to the Presidency in 2000 he had a Republican Congress and Senate. That ended in 2002 or 2004. It has been in Democratic hands since then. Where were they all these years? What specific proposals to they enact to regulate these thieves better? They had the majority and all they needed was to give Bush the legislation. What specific legislation did they give to Bush that he overrode?

In the end the whole country is in a mess and both parties are lying, thieving, crooks. If you really belive that Obama tells the truth and McCain is a liar then you need a reality check. They will both lie, cheat, and steal, to gain power.

McCain, after 25+ years in the Senate cannot identify one single dollar to cut in a debate where he talks about cutting spending?

Obama is asked what programs he will cut and he proposes more money for Medicare, education, oversight, Real Estate bailouts, etc etc. Not a single specific dollar mentioned to be CUT.

And you believe one is inherently better than the other? Jeez ....]]> Sun, 28 Sep 2008 13:48:30 -0400
While I appreciate your enthusiasm ... your rants are filled with falsehoods and illogic. For instance:

1- The Demorcrats don't have to worry about what the Republicans think, say, or do concerning bailouts. They have the majority and can pass the bill without any Democratic support. If in fact their plan is what this country needs (which it's not in my opinion) then shut up, pass the bill, and take all the credit for the great results. My own personal opinion is that other than Ron Paul there is no one in our Federal Government who understands monetary policy and by the way predicted this mess when his campaign began. Neither McCain or Obama said anything.

2- You claim that the Republicans have been in power for 10 years and made a mess of this. In fact, the deregulation of Fannie and Freddie began in 1999 under Bill Clinton. Bush did nothing to reverse it. When Bush came to the Presidency in 2000 he had a Republican Congress and Senate. That ended in 2002 or 2004. It has been in Democratic hands since then. Where were they all these years? What specific proposals to they enact to regulate these thieves better? They had the majority and all they needed was to give Bush the legislation. What specific legislation did they give to Bush that he overrode?

In the end the whole country is in a mess and both parties are lying, thieving, crooks. If you really belive that Obama tells the truth and McCain is a liar then you need a reality check. They will both lie, cheat, and steal, to gain power.

McCain, after 25+ years in the Senate cannot identify one single dollar to cut in a debate where he talks about cutting spending?

Obama is asked what programs he will cut and he proposes more money for Medicare, education, oversight, Real Estate bailouts, etc etc. Not a single specific dollar mentioned to be CUT.

And you believe one is inherently better than the other? Jeez ....]]> http://seekingalpha.com/article/96602-capitalism-rip?source=feed#comment-261824 261824
A modern day economic prophet.]]> Mon, 22 Sep 2008 16:03:58 -0400
A modern day economic prophet.]]> http://seekingalpha.com/article/95465-foreclosures-still-pushing-sales-prices-downward-housing-tracker?source=feed#comment-255361 255361
Why can't the banks just refi to a fixed rate rather than take back the house. It doesn't make sense ... but they won't do it.]]> Mon, 15 Sep 2008 19:22:14 -0400
Why can't the banks just refi to a fixed rate rather than take back the house. It doesn't make sense ... but they won't do it.]]> http://seekingalpha.com/article/94088-obama-s-windfall-profits-proposal-is-dangerous?source=feed#comment-247883 247883
Since when is the Oil Industry a free market industry? If Pizza Hut could somehow figure out a way to sell so many pizzas and make 100's of billions in profits then I would agree totally with the author and his supporters. That's true Capitalism. Either people by their pizza from Pizza Hut, some other competitor, OR NOT AT ALL. There is very little government subsidies for the Pizza Industry (if any at all.)

HOWEVER, the Oil Industry, unlike the Pizza Industry, is NOT BASED ON CAPITALISM. We pay for the army to protect oil fields - both monetary and with our lives, we pay for special tax breaks and credits for the Oil Industry, we pay for the roads which makes driving mandatory so the Oil Industry has an unbelievably higher demand for their products, we pay special real estate tax breaks so those same people are encouraged to buy more homes further from their own jobs, we pay and we pay and we pay.

Oil is NOT Pizza! Pizza is no necessary to live. In our current national context Oil IS! Pizza is not a comodity or utility but Oil IS!

All this free market BS really fires me up! Let the oil companies re-imburse us for the massive highway systems, real estate tax breaks, cost of defending oil producing countries, etc. etc. Free market my a$$.

Let's stop defending countries that produce oil. Let's stop paying for building roads. Let's stop all policies that discourage public transportation and encourages more car driving. Let's give tax breaks only to Oil's Competitors! Then we'll see how much they make. If they're making profits because of our easy "set up" for them to do so then let's pull the rug out from under them so their support system collapses. Then let the REAL FREE MARKET PREVAIL.

You phony capitalists wouldn't last 5 minutes with a real level playing field competition. You need big government on one hand and rail against it on the other. Hypocrites.

Let's make oil a utility and then continue to invest so they can become obsolete and when that's done let them come out on the open and free market and COMPETE but only after we've spent as much on other energies as we've spend governmentally on OIL.

That's the truth.

And no .... I cannot stand Obama.]]> Sun, 07 Sep 2008 21:59:01 -0400
Since when is the Oil Industry a free market industry? If Pizza Hut could somehow figure out a way to sell so many pizzas and make 100's of billions in profits then I would agree totally with the author and his supporters. That's true Capitalism. Either people by their pizza from Pizza Hut, some other competitor, OR NOT AT ALL. There is very little government subsidies for the Pizza Industry (if any at all.)

HOWEVER, the Oil Industry, unlike the Pizza Industry, is NOT BASED ON CAPITALISM. We pay for the army to protect oil fields - both monetary and with our lives, we pay for special tax breaks and credits for the Oil Industry, we pay for the roads which makes driving mandatory so the Oil Industry has an unbelievably higher demand for their products, we pay special real estate tax breaks so those same people are encouraged to buy more homes further from their own jobs, we pay and we pay and we pay.

Oil is NOT Pizza! Pizza is no necessary to live. In our current national context Oil IS! Pizza is not a comodity or utility but Oil IS!

All this free market BS really fires me up! Let the oil companies re-imburse us for the massive highway systems, real estate tax breaks, cost of defending oil producing countries, etc. etc. Free market my a$$.

Let's stop defending countries that produce oil. Let's stop paying for building roads. Let's stop all policies that discourage public transportation and encourages more car driving. Let's give tax breaks only to Oil's Competitors! Then we'll see how much they make. If they're making profits because of our easy "set up" for them to do so then let's pull the rug out from under them so their support system collapses. Then let the REAL FREE MARKET PREVAIL.

You phony capitalists wouldn't last 5 minutes with a real level playing field competition. You need big government on one hand and rail against it on the other. Hypocrites.

Let's make oil a utility and then continue to invest so they can become obsolete and when that's done let them come out on the open and free market and COMPETE but only after we've spent as much on other energies as we've spend governmentally on OIL.

That's the truth.

And no .... I cannot stand Obama.]]> http://seekingalpha.com/article/91230-brand-names-important-but-not-key-to-investment-decisions?source=feed#comment-232156 232156
Through better products (which they now make) and some better marketing (they still suck) the American Brands can once again be considered desirable.

Around the world, if you didn't know, American Car Companies are considered desirable. Ford is HUGE in Europe (of course they sell a better looking car their) and GM sells more Buicks in China than they do in the U.S. (yes that's true.) We in America think it's it's passe to drive American and fawn over the Japenese cars (I know this - I've owned 5 new Honda's and Acuras.) I've now bought American in the past 11 years and have NOT been dissappointed. They are every bit as good as the Japense versions.

Now in JD Power the American Cars have finished 4 out of the top 12 spots. The Japense have 4. The Germans 2 and the South Koreans 2. It sounds like, to me, we're building the better product. Now for the Brands to catch up! It will happen.]]> Sat, 16 Aug 2008 23:29:26 -0400
Through better products (which they now make) and some better marketing (they still suck) the American Brands can once again be considered desirable.

Around the world, if you didn't know, American Car Companies are considered desirable. Ford is HUGE in Europe (of course they sell a better looking car their) and GM sells more Buicks in China than they do in the U.S. (yes that's true.) We in America think it's it's passe to drive American and fawn over the Japenese cars (I know this - I've owned 5 new Honda's and Acuras.) I've now bought American in the past 11 years and have NOT been dissappointed. They are every bit as good as the Japense versions.

Now in JD Power the American Cars have finished 4 out of the top 12 spots. The Japense have 4. The Germans 2 and the South Koreans 2. It sounds like, to me, we're building the better product. Now for the Brands to catch up! It will happen.]]> http://seekingalpha.com/article/90968-energy-recovery-buying-opportunity?source=feed#comment-231071 231071
Their equipment and technology rocks. More water for less money with reliable product, and an established global presence. As the needs for water grows (wait until Africa gets a hold of this technology ... that'll help with the shortage of food in a big way!) so will ERII.

Good luck.]]> Fri, 15 Aug 2008 09:50:59 -0400
Their equipment and technology rocks. More water for less money with reliable product, and an established global presence. As the needs for water grows (wait until Africa gets a hold of this technology ... that'll help with the shortage of food in a big way!) so will ERII.

Good luck.]]> http://seekingalpha.com/article/90183-the-ford-debt-disaster-continues?source=feed#comment-227311 227311
BTW, I ownd two Expeditions (1997 models) and put over 250,000 on them and never had a problem. I've owned two new GM products over the past bunch of years ... put over 300,000 on them and not a problem. I've also owned 5 new Hondas/Acuras and put almost 300,000 on them with no problems. To say that the American cars were somehow inferior the the Japenese was a lie "pure and simple."

In fact, the 1997 Expedition and 2004 Tahoe are far superior to their Japenese competitors. Now it seems that the Malibu, Fusion/Millan, and Focus are rating higher than their competitors as well.

But you won't buy one ... "EVER!" Loser and we'll see how your kids grow up in the USA. In fact you're probably not even a citizen of the USA ... at least you don't sound like one.]]> Sun, 10 Aug 2008 17:46:44 -0400
BTW, I ownd two Expeditions (1997 models) and put over 250,000 on them and never had a problem. I've owned two new GM products over the past bunch of years ... put over 300,000 on them and not a problem. I've also owned 5 new Hondas/Acuras and put almost 300,000 on them with no problems. To say that the American cars were somehow inferior the the Japenese was a lie "pure and simple."

In fact, the 1997 Expedition and 2004 Tahoe are far superior to their Japenese competitors. Now it seems that the Malibu, Fusion/Millan, and Focus are rating higher than their competitors as well.

But you won't buy one ... "EVER!" Loser and we'll see how your kids grow up in the USA. In fact you're probably not even a citizen of the USA ... at least you don't sound like one.]]> http://seekingalpha.com/article/87546-energy-recovery-devices-offers-unique-product-in-solid-global-growth-sector?source=feed#comment-217703 217703 Tue, 29 Jul 2008 15:53:02 -0400 http://seekingalpha.com/article/87378-ford-shareholders-face-high-potential-for-pain?source=feed#comment-217155 217155
That said, Ford cars have always been thought of as lesser in quality and I'm 49 years old from the North East. I moved to Michigan two years ago and cannot believe how the unionized mentality that management (or any leader) is always wrong and how dare he/she make any changes. "We've never done it that way before!" is the leading mantra of Detroit.

Companies have been destroyed and lives are being destroyed. Young families are fleeing Michigan in droves. Ford had better get their European cars here PRONTO (Mondeo, Verve) and had better become the LEADER is MPG PRONTO!

I believe that their new leadership team can do it and I've thrown a $15,000 flyer at it in the expectation that if the company is even around in 2012 that the stock will be at $25.00 minimum and climbing. I feel that this is the more likely scenario than bankrupcy. Why?

1- Ford family will not go bankrupt.
2- They are making a profit of close to $1 billion when North America is removed so worst case they can just cut out NA and get smaller and actually make money!
3- Their cars have improved in quality to the point that JD Power is ranking their New Car Quality ABOVE TOYOTA AND HONDA
4- Their new models are awesome and the hit at the International Car Shows. They've just got to get them out ... NOW!
5- My son is a HS intern for their Alternative Energy Dept working on the computer programs and my son is awesome!
6- I've got a good feel for these things in the past!!!

]]> Tue, 29 Jul 2008 07:05:31 -0400
That said, Ford cars have always been thought of as lesser in quality and I'm 49 years old from the North East. I moved to Michigan two years ago and cannot believe how the unionized mentality that management (or any leader) is always wrong and how dare he/she make any changes. "We've never done it that way before!" is the leading mantra of Detroit.

Companies have been destroyed and lives are being destroyed. Young families are fleeing Michigan in droves. Ford had better get their European cars here PRONTO (Mondeo, Verve) and had better become the LEADER is MPG PRONTO!

I believe that their new leadership team can do it and I've thrown a $15,000 flyer at it in the expectation that if the company is even around in 2012 that the stock will be at $25.00 minimum and climbing. I feel that this is the more likely scenario than bankrupcy. Why?

1- Ford family will not go bankrupt.
2- They are making a profit of close to $1 billion when North America is removed so worst case they can just cut out NA and get smaller and actually make money!
3- Their cars have improved in quality to the point that JD Power is ranking their New Car Quality ABOVE TOYOTA AND HONDA
4- Their new models are awesome and the hit at the International Car Shows. They've just got to get them out ... NOW!
5- My son is a HS intern for their Alternative Energy Dept working on the computer programs and my son is awesome!
6- I've got a good feel for these things in the past!!!

]]> http://seekingalpha.com/article/86150-three-stocks-to-be-held-to-infinity-and-beyond?source=feed#comment-213168 213168
I found one potential one in Otter Tail Corp. They are an electric utility who moves the profits towards purchasing other business ventures. One of their bright stars is DWI industries which is a large manufacturer of Wind Turbines! In 30 years they could be another GE type story with 10% average returns per year? Probable? No. Possible. Yep. I'll take my chances and reinvest the 3% dividends along the way.
]]> Thu, 24 Jul 2008 09:27:30 -0400
I found one potential one in Otter Tail Corp. They are an electric utility who moves the profits towards purchasing other business ventures. One of their bright stars is DWI industries which is a large manufacturer of Wind Turbines! In 30 years they could be another GE type story with 10% average returns per year? Probable? No. Possible. Yep. I'll take my chances and reinvest the 3% dividends along the way.
]]> http://seekingalpha.com/article/86005-hovnanian-chairman-shows-the-midas-touch?source=feed#comment-213129 213129 Thu, 24 Jul 2008 09:05:42 -0400 http://seekingalpha.com/article/86095-have-we-created-a-culture-of-debt?source=feed#comment-213122 213122
I always lived below my means and saved a nice sum of money over the years. My house is paid off in full and now I watch its value decrease by almost 30% in the past 2 years. Where is the bailout package for me? Yet there are people purchasing second homes at 30% discounts to their current homes and then walking away from the first homes. They should be put in jail. Watch out for the Prime Mortgage Crisis coming to a bank near you! How are we going to blame our government then when fully capable people just hand in the keys and buy another home across the street for 30% less.

Not only have we created a debt culture but that is only a small subset of the culture of sin that has been coming upon us for almost 50 years and is now here for real.]]> Thu, 24 Jul 2008 09:01:01 -0400
I always lived below my means and saved a nice sum of money over the years. My house is paid off in full and now I watch its value decrease by almost 30% in the past 2 years. Where is the bailout package for me? Yet there are people purchasing second homes at 30% discounts to their current homes and then walking away from the first homes. They should be put in jail. Watch out for the Prime Mortgage Crisis coming to a bank near you! How are we going to blame our government then when fully capable people just hand in the keys and buy another home across the street for 30% less.

Not only have we created a debt culture but that is only a small subset of the culture of sin that has been coming upon us for almost 50 years and is now here for real.]]> http://seekingalpha.com/article/86103-the-fat-lady-s-not-singing-yet-for-the-economy?source=feed#comment-213110 213110 Thu, 24 Jul 2008 08:49:25 -0400 http://seekingalpha.com/article/85905-what-the-new-interest-in-saskatchewan-oil-sands-means-for-oilsands-quest?source=feed#comment-212653 212653
My target when I purchased the shares was $20.00 - $25.00 and this of course cannot happen until they begin taking oil out their sands and begin selling it.

If the market remains over $40.00 per barrell it's profitable. At $75.00 it's downright big money. I think this is one of the better "speculative" investments and am proud to be on the upside so far and waiting for more in 3-5 years.]]> Wed, 23 Jul 2008 16:17:29 -0400
My target when I purchased the shares was $20.00 - $25.00 and this of course cannot happen until they begin taking oil out their sands and begin selling it.

If the market remains over $40.00 per barrell it's profitable. At $75.00 it's downright big money. I think this is one of the better "speculative" investments and am proud to be on the upside so far and waiting for more in 3-5 years.]]> http://seekingalpha.com/article/84770-housing-barron-s-calls-a-bottom?source=feed#comment-206324 206324
Maybe Michigan, which started off our housing recession, will be the first to lead us out?]]> Tue, 15 Jul 2008 16:05:19 -0400
Maybe Michigan, which started off our housing recession, will be the first to lead us out?]]> http://seekingalpha.com/article/84792-not-just-another-bear-cycle?source=feed#comment-206315 206315
I hate to break your 'bubble' (pun intended) but a balanced budget will NOT reduce our interest costs by $1! We still owe the money and we still have to pay the interest costs (at least) of that debt. ONLY if we begin to have budget SURPLUSES and we spend those SURPLUSES on paying down the principle will the interest payments go down on a yearly basis.

I would love to see this happen but am not counting on it and that's depressing. Ron Paul or his younger 'twin' can run for President next cycle and have a chance at winning. ]]> Tue, 15 Jul 2008 15:52:19 -0400
I hate to break your 'bubble' (pun intended) but a balanced budget will NOT reduce our interest costs by $1! We still owe the money and we still have to pay the interest costs (at least) of that debt. ONLY if we begin to have budget SURPLUSES and we spend those SURPLUSES on paying down the principle will the interest payments go down on a yearly basis.

I would love to see this happen but am not counting on it and that's depressing. Ron Paul or his younger 'twin' can run for President next cycle and have a chance at winning. ]]> http://seekingalpha.com/article/83230-raw-data-report-fast-food?source=feed#comment-196507 196507
I'm looking for any reason to invest in this company in a big way. I only find one reason to put my money there ... overseas store openings. Is that enough reason to do it? If they could even come half way to the success they had in penetrating the U.S. then this stock is a bargin since they would be one of the true growth prospects for brand growth in the food industry. Figure Coke and McDonalds cannot grow as fast as Starbucks due to Starbucks relatively lack of overseas penetration compared to the other two. But can they pull it off?

If the answer is yes then this may be one of the best growth plays of the next 10-20 years. It could still be another 10 bagger from here (at least a 5 bagger.) However, if they can't then you will lose 10-50% of your money in the next 10 years. Which is it? Is the gamble worth it? 50% reduction (tops) vs. 1,000% gain. Here I go again ... talking myself into a 25K chunk.]]> Tue, 01 Jul 2008 09:50:38 -0400
I'm looking for any reason to invest in this company in a big way. I only find one reason to put my money there ... overseas store openings. Is that enough reason to do it? If they could even come half way to the success they had in penetrating the U.S. then this stock is a bargin since they would be one of the true growth prospects for brand growth in the food industry. Figure Coke and McDonalds cannot grow as fast as Starbucks due to Starbucks relatively lack of overseas penetration compared to the other two. But can they pull it off?

If the answer is yes then this may be one of the best growth plays of the next 10-20 years. It could still be another 10 bagger from here (at least a 5 bagger.) However, if they can't then you will lose 10-50% of your money in the next 10 years. Which is it? Is the gamble worth it? 50% reduction (tops) vs. 1,000% gain. Here I go again ... talking myself into a 25K chunk.]]> http://seekingalpha.com/article/83267-what-do-anheuser-busch-hershey-and-yahoo-have-in-common?source=feed#comment-196496 196496
The investors of Bud are the big pensions (remember those hard workers all over America) and the smaller investor (oh yeah ... the same hard American workers) and why shouldn't they expect some return on their investments? Or should the rest of the hard workers of America invest their money at no gain (or even a slight loss) for the benefit of creating more jobs for those at Bud?

I don't think so.]]> Tue, 01 Jul 2008 09:42:42 -0400
The investors of Bud are the big pensions (remember those hard workers all over America) and the smaller investor (oh yeah ... the same hard American workers) and why shouldn't they expect some return on their investments? Or should the rest of the hard workers of America invest their money at no gain (or even a slight loss) for the benefit of creating more jobs for those at Bud?

I don't think so.]]> http://seekingalpha.com/article/82474-first-solar-on-an-earnings-run?source=feed#comment-192018 192018 Tue, 24 Jun 2008 15:36:20 -0400 http://seekingalpha.com/article/82277-the-house-of-medicis-cramer-s-mad-money-6-20-08?source=feed#comment-191221 191221
But real estate aside they have found oil on each test drill. Their Axle Lake Discovery is in hand. The amount will be independently announce sometime in July/August.

There is a very real possibility that they are sitting on way more than 10 billion barrells of oil equivlant. They will be exploring those 700,000 acres for more than any of our lifetimes. They are bringing in the equipment as we speak to begin and the town where this is happening has already voted "YES" to have them come in and do their thing.

Speculative? Yep. But where else are we going to find a potential $100-200 value, in the most sought after commodity on earth, for a mere $6-7 per share?

See what happened when OGX went public last week? 6 billion in market cap in one day and all they have is water rights. BQI has already found oil and is currently market capped at 1.4 billion. I like my chances.]]> Mon, 23 Jun 2008 16:11:11 -0400
But real estate aside they have found oil on each test drill. Their Axle Lake Discovery is in hand. The amount will be independently announce sometime in July/August.

There is a very real possibility that they are sitting on way more than 10 billion barrells of oil equivlant. They will be exploring those 700,000 acres for more than any of our lifetimes. They are bringing in the equipment as we speak to begin and the town where this is happening has already voted "YES" to have them come in and do their thing.

Speculative? Yep. But where else are we going to find a potential $100-200 value, in the most sought after commodity on earth, for a mere $6-7 per share?

See what happened when OGX went public last week? 6 billion in market cap in one day and all they have is water rights. BQI has already found oil and is currently market capped at 1.4 billion. I like my chances.]]> http://seekingalpha.com/article/81327-what-s-keeping-the-dollar-down?source=feed#comment-186138 186138
I AM NOT A DEMOCRAT but to lay our current situation at the feet of Democrats is akin to being a subversive and traitor (OK OK that's hyperbole!) since the facts speak the exact opposite.)

Democrats tax and spend. I hate it. They tax too much and spend too much. HOWEVER, Republicans are WORSE! They borrow and spend thereby fooling people to think that they're getting a free ride while they put off a debt that our children and grandchildren will pay. While I hate overspending and overtaxing I'd rather my country at least know what it is we spend on so my kids and grandkids have a chance to right the ship. As it stands now the debt of our country is so high that I'm afraid my kids will not be able to pay down that debt.

What will happen is that we will default on that debt (Medicare and SS obligations will get rearranged and reduced just like those private plans at Ford and GM.) What may also happen is that we will no longer be on the dollar currency. Europe may offer us some Euros to cancel our debts and then we'll lose our sovreignty and become just another country in the world.

Amazing ... all of this collapse in under 50 years and no one seems to be able to see it. The big wigs see it but they don't care since they're going to be wealthier and more powerful than ever. I am not talking about $250,000 per years employees. I'm speaking of the super wealthy.

Sorry for the long post but this is the way it's coming down. Read "The Coming Economic Earthquake" by Larry Burkett. He wrote it in the 1990's. He was spot on ... only his timing was off (and he even said that his timing was most probably off but the results were inevitable.)]]> Sun, 15 Jun 2008 22:16:18 -0400
I AM NOT A DEMOCRAT but to lay our current situation at the feet of Democrats is akin to being a subversive and traitor (OK OK that's hyperbole!) since the facts speak the exact opposite.)

Democrats tax and spend. I hate it. They tax too much and spend too much. HOWEVER, Republicans are WORSE! They borrow and spend thereby fooling people to think that they're getting a free ride while they put off a debt that our children and grandchildren will pay. While I hate overspending and overtaxing I'd rather my country at least know what it is we spend on so my kids and grandkids have a chance to right the ship. As it stands now the debt of our country is so high that I'm afraid my kids will not be able to pay down that debt.

What will happen is that we will default on that debt (Medicare and SS obligations will get rearranged and reduced just like those private plans at Ford and GM.) What may also happen is that we will no longer be on the dollar currency. Europe may offer us some Euros to cancel our debts and then we'll lose our sovreignty and become just another country in the world.

Amazing ... all of this collapse in under 50 years and no one seems to be able to see it. The big wigs see it but they don't care since they're going to be wealthier and more powerful than ever. I am not talking about $250,000 per years employees. I'm speaking of the super wealthy.

Sorry for the long post but this is the way it's coming down. Read "The Coming Economic Earthquake" by Larry Burkett. He wrote it in the 1990's. He was spot on ... only his timing was off (and he even said that his timing was most probably off but the results were inevitable.)]]> http://seekingalpha.com/article/79836-oilsands-quest-looking-to-breakout?source=feed#comment-185701 185701
I'm looking forward to BQI being a 6 billion cap!]]> Sat, 14 Jun 2008 22:25:55 -0400
I'm looking forward to BQI being a 6 billion cap!]]> http://seekingalpha.com/article/80730-focus-media-should-stem-losses-on-actionable-call-from-goldman?source=feed#comment-183429 183429
Long FMCN.]]> Wed, 11 Jun 2008 12:10:52 -0400
Long FMCN.]]> http://seekingalpha.com/article/77706-peltz-s-stake-in-starbucks-is-good-news-for-shareholders?source=feed#comment-182251 182251
They need to Franchise for multiple reasons:

1- increased cash flow immediately
2- lower the cost of expansion thereby expanding in South America and China can happen IMMEDIATELY. If they don't ... someone else will.
3- get a more dedicated staff towards promoting and implementing the "experience" ... whatever that morphs into being. I went to a local deli-coffe house in Ann Arbor today. It was an experience! That's what having ownership on hand does for you. I am SHOCKED that Starbucks doesn't get it.

They resisted my offers for multiple franchises in NY/NJ some 10 years ago. Very prideful and cocksure. Now not so prideful as their stock (and net worth) has tanked.

I would love to invest a boatload here at this price but am not confident in their management.]]> Tue, 10 Jun 2008 03:53:37 -0400
They need to Franchise for multiple reasons:

1- increased cash flow immediately
2- lower the cost of expansion thereby expanding in South America and China can happen IMMEDIATELY. If they don't ... someone else will.
3- get a more dedicated staff towards promoting and implementing the "experience" ... whatever that morphs into being. I went to a local deli-coffe house in Ann Arbor today. It was an experience! That's what having ownership on hand does for you. I am SHOCKED that Starbucks doesn't get it.

They resisted my offers for multiple franchises in NY/NJ some 10 years ago. Very prideful and cocksure. Now not so prideful as their stock (and net worth) has tanked.

I would love to invest a boatload here at this price but am not confident in their management.]]> http://seekingalpha.com/article/80480-focus-media-may-be-growing-fast-but-what-about-the-cash?source=feed#comment-181406 181406
This company is a down and out bargin at this price ... has a HUGE MOAT in that there is no other company competing with it for the INDOOR display market. Their internet business is only icing on the cake and if that ever explodes well look at Baidu and others that have extremely high multiples built into its price. I'm sort of shocked that FMCN doesn't have a large P/E. It's prices more like a bank (in P/E world) than an exponentially growing player in the quickest growing economy in the history of the world that still has almost 1 billion more people to get into the middle class!

I'm long FMCN (for disclosure) and will be even longer come Monday morning.

Thanks for listening,

Phil]]> Sun, 08 Jun 2008 14:32:46 -0400
This company is a down and out bargin at this price ... has a HUGE MOAT in that there is no other company competing with it for the INDOOR display market. Their internet business is only icing on the cake and if that ever explodes well look at Baidu and others that have extremely high multiples built into its price. I'm sort of shocked that FMCN doesn't have a large P/E. It's prices more like a bank (in P/E world) than an exponentially growing player in the quickest growing economy in the history of the world that still has almost 1 billion more people to get into the middle class!

I'm long FMCN (for disclosure) and will be even longer come Monday morning.

Thanks for listening,

Phil]]> http://seekingalpha.com/article/79918-gm-calls-the-top-for-oil?source=feed#comment-181143 181143 Sun, 08 Jun 2008 07:37:52 -0400