einstein p fleet

There Will Always Be Wal-Mart and Amazon

Walmart averages 130M shoppers a week in the store, which is mind-boggling. Most likely, the addition of supermarkets to the stores has been a big factor in the upsurge in visitors during the last twelve months. Lately, they are making a move into sustainable, natural foods which would also mean a move into domestic manufacturing. This is very shrewd. I'd forget about the chart and think about buying the stock at these levels. Walmart is about to become the 8000 pound gorilla in the room.

Marc Faber, Jim Rogers and Boone Pickens - Bullish on Oil

LINE was a smart play. I got in at 11 and have been buying on the way up. Well hedged, safe dividend. Did the same with ATN, PWE, PBT, HTE, and a couple of the MLPs. Natural gas is way too cheap by historical measures and it's the "alternative" fuel by default. Would rather be in commodities than dollars and this is one of my favorite sectors.


On Jan 12 09:39 AM mplaut wrote:

> Buying a solid MLP live LINE or EVEP gives exposure to rising oil
> prices (LINE is hedged about 30% with Puts that gives them the upside
> of any rises) while paying a more than 15% distribution in the meantime.
> These are more suitable for long-term exposure.
>
> If you can time the jump in crude, by all means jump into USO right
> before the jump.
>

Investing in Shipping Stocks: 'Maximum Pessimism' Is Here

I think this group bottomed out when the BDI was below 1000. Most of the dividends have been cut or eliminated, so there are only a couple of stocks that I would consider ---- PRGN and SBLK. I have been trading EXM and have done well. I think the United States may have serious problems down the road, including a currency crisis. Other countries such as China and India are going to need to build a domestic consumer class and the infrastructure to support it. I would look for consolidation among the shippers and a slow trend toward higher prices and better dividends. The bottom is already in.

Oil: The Price Is Right

I keep hearing about the significant "over supply" but our own reserves are shrinking. The oil floating in tankers in the Straits can stay there indefinitely until OPEC gets their price or someone decides to blow a couple of tankers out of the water. It may be a light hurricane season, but we are still navigating dangerous waters --- from Nigeria to the Gulf to our own shores. Natural gas and coal are both good plays right now, especially the American Trusts and the Canadian plays. It's a good hedge against the dollar decline that is inevitable as long as we keep the printing presses running and racking up unsustainable debt.


On Jun 07 04:00 AM satchv2 wrote:

> Just a comment that although we do not have a shortage of oil we
> do not have a significant over supply.
>
> Having said that an all comments on weak dollar I can not understand
> why the market thinks the Euro zone or UK is in good shape.
>
> A rough winter in Europe and we will see gas prices driving higher.
>
>
> On oil supply we all need to understand a lot of"new reserves" are
> in fields where production cost are very high.

The Looming McMansion Attack

I sold my loft in NYC and moved to Miami. Have been renting for 4 years, waiting for the market to face reality. Prices have come down, but not nearly to levels that are in line with income and job opportunities. It's the ostrich syndrome ---- and it's going to get a lot worse before it gets better. Not even close to a bottom in residential and commercial is the next shoe to drop. Of course, that could all change when Florida succeeds and becomes part of the Seminole nation again.


On Jul 02 03:52 PM 3 degrees of seperation wrote:

> I have my eye on a just such a house in a prime area of Florida.
> Problem is that asking prices have not come down at all yet, in fact
> the sellers are still asking a premium over what they paid in 2007.
> I am ready with a cash offer when prices get discounted by 35% off
> of the peak, but don't know if we will ever get there in this area
> of Florida. It is frustrating to continually hear how much prices
> have come down, yet it is not happening where I want to buy. I should
> note that nothing is selling at the current asking prices, but that
> doesn't appear to be influencing sellers to do an discounting. Many
> of the homes in this development are unfurnished and never lived
> in, so I know speculators bought a good number of these homes.

25 Ultimate Sustainable Energy Growth Stocks

RTK is worth a look. In addition to a fertilizer division, they have just picked up a contract from the US Air Force for jet fuel. If I was going to buy a spec stock, this one has a lot going for it. Most likely gets bought by a larger concern or has the ability to license their patents to many larger concerns. Interesting company that has been in the game before it was fashionable.

Deal Conditions Ripe for Energy Producers

Natural gas prices are low by historical standards. The recently discovered additional 35% of reserves should increase the value of these companies and it seems as if natural gas is starting to catch on as the renewable energy source of choice, especially given recent geopolitical events in the Middle East. I'm not sure if I buy into the author's premise, but LINE and PBT both have good yields are not a bad place to park money in this market.

China, Shipping and the Great Commodity Carry Trade

Natural gas is out of sync relative to the traditional 8 to 1 ratio to the price of oil. Most of these companies are valued based on the value of their reserves, which appear to be one third higher than previously expected. The Obama administration and others seem to be accepting that natural gas is a good alternative fuel, particularly since the geopolitical problems in the Middle East and elsewhere are dictating a more rational solution. I sold most of these companies on the run up and have started to buy them back today. PBT, HTE, LINE, PRGN, EXM, SBLK, CHK, and SWN are all worth a look. Oil is going higher and these stocks make sense in this type of situation.


On Jun 05 11:58 AM tuj wrote:

> "But as the price falls below $10-$13 per thousand cubic feet (seekingalpha.com/symbo...),
> shale gas is no longer profitable so producers must cut back."<br/>
>
> You have no idea what you are talking about here. Seriously, listen
> to the quarterly calls of the producers and see what they are saying
> break-even is for Barnett, Marcellus, Haynesville, etc. You are
> way way way off on the production costs.
>
> Second, while NG is can be stored, there is a limit to how much gas
> can be stored in the US in any given season. Then add in the fact
> that many of those shale producers hedged their production forward
> at $10-13.

Six U.S. Royalty Trusts, Dorchester Minerals Look Promising for the Long Term

Make that a twelve dollar and change stock and moving higher, along with the dividend. Natural gas is still cheap and getting cheaper by the day when you compare it to the price of crude. Expect the American and Canadian oil and natural gas companies to move significantly higher in the next few months as geopolitical tensions mount and demand returns faster than supply can be brought back on line.

Buy Shippers with Upcoming Earnings

Great strategy. Unfortunately, it hasn't worked.

I bought PRGN at 3 dollars a share and held until the reported. Sold half after they reported at 6. If you bought the day before PRGN reported and held until after earnings you would have done just as well.

I'm not saying that buy and hold is the right strategy, but this is article is idiotic.

Paragon Shipping: Financial Analysis Through March 2009

Thank you for the informative article.

PRGN is one of my favorite picks in the space, along with SBLK and EXM. Bought all of them significantly lower and have traded around core positions. In the long run, however, I expect all of these stocks will do well. As stock prices move higher, so will the dividends. Great investment opportunity for those with longer term investment goals.

Global Shipping Industry Sees Long Duration Economic Recession

I missed this article and couldn't be happier.

Now, I'm holding EXM, PRGN, and SBLK with a nice dividend on two of the three and huge profits on all. Fully expect them to continue to rise, reinstate dividends, and live happily ever after.

The same type of investment has been working in the oil and natural gas trusts. In the long run, this may be the better of the two sectors. Natural gas is very undervalued by traditional terms and we have problems all over the world --- Canada isn't one of them.

It's amazing how much this market continues to trade on emotion instead of logic.

DryShips CEO: Dry Bulk Sector Oversold

I blogged with my fingers crossed, which makes about as much sense as anything else in this market. BTW --- it worked.

As the old saying goes, "I'd rather be lucky than smart."

Six U.S. Royalty Trusts, Dorchester Minerals Look Promising for the Long Term

PBT just raised it's monthly distribution from 4 to 5.1 cents for May. That's a nice percentage move, especially for a 9 dollar stock.

The price of natural gas remains low by historical standards. Sooner or later, natural gas will be recognized as a major component in the US energy solution. When that happens, both the dividend and the share price of PBT will move much higher.

General Mills: What the FDA’s Warning Means for the Market

Many of the "private label" companies produce right here in the USA, especially those in the food and beverage business.

Companies like Banana Republic, copy hot brands in the same factories in China and Italy that the hot brands produce their products. The difference is that they produce in quantity and direct distribute, enabling them to bring the price down if you are willing to live without the designer brand name to impress your neighbors.

Wake up, pal.


On May 16 03:48 AM Big K wrote:

> Store brands are not made by the name brand company. They are made
> by copy cats in China and are not as good as name brand products.
> Chinese ingredients are inferior and may even be toxic, i.e. melamine
> in dog food, antifreeze in toothpaste, lead in toy paint, melamine
> in baby formula, etc. You get what you pay for. Take chips for
> example. You can buy Frito Lay brand and get a delicious high calorie
> chip. Buy the store brand, and you simply get high calorie "cardboard".
> It's not worth the indulgence. They make you fat, but without the
> pleasure. The store brand simply doesn't taste as good because it
> is cheap and has inferior ingredients. Same story with Cheerios,
> and on and on... People buy Coke because it is the name brand.
> The Walmart brand is just sugar water. Most folks demand quality.
> Any hack can make a cereal, corn chip or play a concerto. Some unsophisticated
> consumers may not be able to tell the difference between Mozart and
> Mobooty. It takes know-how, ingenuity and talent to make the performance
> truly good. Name brands such as GIS, KO and PG will always dominate
> because life is about more than just saving a few pennies. It is
> about living and enjoying.