knight722

12 Comments

    • ON: Sun Sep 21st 23:19 PM
      Commented on:
      We've Crossed the Line from Capitalism to Socialism
      The author is just another in a long line of observers that writes a withering headline to get attention and then fills the rest of the space with jibberish. The ideologues are hard at it, screaming the buzz words of one political philosophy or the other, all intent on feeding the fire and ignoring the real world issues that real people are trying to manage for the benefit of all of us.
      View article »
    • ON: Wed Sep 10th 18:56 PM
      Commented on:
      Contrarian Update: Time for Bonds and REITs
      "Clearly, Mr. Market is offering a bigger cushion of safety in these asset classes relative to recent history."

      I'm not sure any reference to "recent history" gets the job done. Recent history includes a monetary policy of easy credit and the repricing of all equity issues by virtue of the adventures of LBO sharks. REITs in particular may live in a much different world.
      View article »
    • ON: Sun Aug 31st 21:03 PM
      Commented on:
      Infrastructure Is Making News
      Wow. Someone builds a wind farm in upstate NY and only then discovers that the existing grid is inadequate. DUH. What a chump. Do we really want to build transmission lines to every remote area where some speculator wants to build wind generation? Talk about a Bridge to Nowhere!!! And the environmental impact of streams of HV transmission lines running from the Dakotas to each coast so that Joe Sixpack can run his multiple appliances during peak power usage periods is a severe one with huge political barriers to success.
      View article »
    • ON: Sun Aug 17th 18:19 PM
      Commented on:
      Anesiva 'Pain-free' High Growth
      Don't we teach our kids anything anymore?
      View article »
    • ON: Thu Aug 14th 01:02 AM
      Commented on:
      How to Profit From China's Environmental Woes
      So Denmark has 20% wind energy -- what about the other 80%?

      Some of us have been in the ute business for a long time. We have families just like everyone else. We believe the US needs to have a balanced fuel source for power generation, and that includes coal and nuclear. We have become accustomed to being called killers and maimers of children. Meanwhile, the electricity we generate in a reliable manner and delver at a reasonable cost is daily saving lives and making people's lives healthier and safer in many ways. I am not a part of some oil lobby or uninformed on either energy policy or environmental issues, both of which I deal with regularly.

      As for being an environmentalist, I consider myself a conservationist and a person who treasures clear air and water as much as anyone, perhaps more than most, since I have a 30% lung capacity due to childhood polio.
      View article »
    • ON: Wed Aug 13th 18:39 PM
      Commented on:
      How to Profit From China's Environmental Woes
      sirfisup's "myth" is the more flagrant kind of PR crap that is taken at face value. The Green Lobby has dominated this discussion with politically charged rhetoric that goes unchallenged in the media.

      User127104 seems to think the impact of sirfisup's view is simply an increase in the price of a TV set. Think more along the lines of an increase in the cost of every item you buy, magnified many times by the mark up at each stage of the product production process (since energy fuels each stage of the process).
      View article »
    • ON: Wed Aug 6th 15:44 PM
      Commented on:
      Foster Wheeler: Solid Results, If Anyone Cares
      So you made a bad investment. We all do that, even pros like you. Why trot out all your justifications that didn't pan out? And the "everyone' this and "everyone" that is worse than sarcasm, its just not true.

      I bought FWLT and lost money. I continue to follow the company and its prime sectors. FWLT, MDR, and JEC are my favorite "infrastructure&q... plays. But I now own none of them because I believe the more probable scenarios going forward aren't priced into the equities. That includes rising inflation rates, continued tightening in the credit markets, and a failure of coherent public policies both here and abroad.

      FWLT enjoyed a great day today, so now "everyone" agrees with you.
      View article »
    • ON: Sat Aug 2nd 17:20 PM
      Commented on:
      Starbucks on Sale (Part I)
      People who are changing habits because of $4 gasoline will be prone to change their habits toward "elitist" coffee. It is expensive -- period. If this economy continues to weaken, and unemployment continues to rise, there isn't a coherent strategy available to Starbucks to avoid an erosion of their customer base.
      View article »
    • ON: Tue Jun 24th 21:21 PM
      Commented on:
      Global Investing: Only 'Dead' for the Dumb Money
      "If you had a choice between investing in a market where profitability was falling and the economy was in a recession, or a market where growth remains above 4% and profits are soaring… which would you choose?"

      I'd choose the one that has mispriced stocks within the given economic conditions. Your analysis doesn't indicate whether the stocks serving the EM economy are fairly valued or not. If an economy is growing at 7.5% and the market expects 10%, good luck.
      View article »
    • ON: Mon Jun 23rd 16:50 PM
      Commented on:
      IRS Ruling Benefits Real Estate Derivatives
      Just what we need, even more paper shuffling on real estate.
      View article »
    • ON: Sat Jun 14th 01:58 AM
      Commented on:
      Friday Outlook: Commodities, Emerging Markets
      The quote from Barry Goldwater is strange in that none of his predictions came true.
      View article »
    • ON: Fri Jun 6th 19:11 PM
      Commented on:
      Which Solar Stocks Will Continue To Shine?
      Thanks to ysong for explaining a topic the primary author didn't understand and labeled, incorrectly I believe, a trivial matter.
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»