jarco

Exxon Mobil: Further into Oil Sands

Given all that's been said here and numerous other publications within the industry let alone the environmentalists, one cannot but wonder why Tar Sands is viable at any price below $100/barrel.

XOM is involved because they own a majority of Imperial. But don't get excited that this gives credence to Tar Sands. Imperial dances to the politics in Canada and XOM corporate is staying out of the way (and saying a few prayers).

Like the UK, Canada's economy is almost wholly dependent upon exploiting its Petro and NG holdings. Tar Sands marches on to the peril of both the environment and short term high yield seeking individual investors.

Five Companies Worth Researching This Weekend

Florida's upfront power plant financing is coming under fire and likely will fade or be drastically realigned with other states utility regulators.

FPL went after wind and other alternatives because it's boxed in territorially. Geographically surrounded by oceans water and PGN to the north, its unable to merge/expand to obtain synergy efficiencies unlike almost all other utilities over the past decade plus. Since alternatives are so heavily dependent upon favorable tax treatments, long term profitability/viability must be questioned.


On Nov 02 09:35 AM jerrydd wrote:

>
> If a utility is wanted FPL is a far better choice. It's down because
> it's utility division is down in Fla but that will change and it
> is the largest wind producer in the US among other Re and nuke. It's
> getting 2 new nukes for free as Fla is making it's customers pay
> for them up front.

Cap and Trade Would Sink the U.S. Economy

Rather than Economics 101 this article smell more like Economics 1a. Attempting to relate a cap and trade tax to capital was not only taxing (long and boring) but very misleading.

Gulf Resources: Cashing in on Bromine

Is this the old Gulf Resources & Chemical who mined lead in Idaho, salts in Salt Lake, Utah, etc?

GMAC's Deal with Sheila Bair

And GMAC's retail bank, ALI continues to show those awful commercials showing young kids being kissed off by the banking industry "small print". How distasteful!

AT&T Enters the TV Market: How Big Is the Prize?

The down side for AT&T, Verizon, et al is the plus for Satellite; namely, MLB and NFL for which Direct TV has exclusive national broadcast rights.

With tsunami like abandonment of wire line in favor of Cell phone only, triple bundling has little merit and favors satellite, especially Direct.

Green Investors: Stop Hating Coal; Carbon Capture and Storage Here to Stay

The wasteful doling out of fed $ was bound to find carbon capture sooner or later since it legitimizes the free wheeling give away and puts a floor under Co2 reinsertion into the earth.

The folly of the technology is clear but the program marches on. Natural Gas, particularly when found in shale formations, is tightly held and difficult to break loose. So what does that say about the ability to pump Co2 back in and assure it stays there? As an educated scientist, I find it difficult to rationalize the creditability of the process.

More Heads on the CNBC Chopping Block as Financial Media Landscape Shifts

As a long time listener I tend to agree with most of the comments particularly mngordo. Kudlow and Maria Bartiromo's appearance prompt immediate channel clicking. Loud and senseless bantering. Bartiromo's voice shrieks and nets little information. Kudlow, while seemingly a well educated economist, lives on another planet.

David Faber's off prime time specials are excellent. Erin Burnett needs to be cloned so her demeanor can be on tube 9-5. Most of the other women are average or below at best. As for Cramer, his time has also passed. Mad Money is just that. Extra dough one can simply throw to the winds of the stock market. His recommendations shouldn't be taken seriously.

On balance CNBC has been going down the same slide path as the parent company GE. Just hanging on.

Chinese Company to Build Solar Power Plants in U.S. with Duke; Get Equipment from Applied Materials

As a DUK stock and bond holder, I fail to see why this alliance is with a Chinese company rather than one within the US. Silicon technology is first generation and the least cost efficient over the long haul.

Betting on Natural Gas, Part II: Investing Ideas

If the NG to be imported as LNG was provided gratus, it would cost more to liquify, transport, and reverse process than domestic gas in todays pipelines. The only rationale for LNG is to balance geographic availability.

Investors Jostle over the Oil Sands Prize

Tar Sands investors enjoy their extraordinarily high dividends equal to junk bonds but refuse to recognize the inherent risks.

Sticking with AT&T After Solid Earnings Report

While the 6.4% dividend looks good here, a drop in stock price from 25 to 23.5 essentailly wipes that clean.

Wells Fargo Earnings: First Leak in the Dam?

So with all this bad news WFC dropped less than 5%. Looks like it's rebounding with 50% of avg. daily volume traded through less than the first hour and a half of trading. Time to get back in?

Clean Energy Investors Can't Afford to Overlook 'Dirty' Firms

I agree with your assertion there are " at least two axioms " energy investors should follow. I disagree with your choices however. The prime impacts of "clean air/carbon tax" will be the dirty power generators like Duke Energy [DUK] and Southern Power [SO]. They will receive tax incentives to clean up their act and pass the cost on to the rate payers. Since their revenue comes from 65+/-% coal use, the financial impact is clearly there as opposed to the lesser impact areas cited in the article.

A Crude 10 Year Perspective: The DJIA, Oil and Gold

An exhaustingly long dissertation followed by equally long responses. Too many theories gentlemen; too little discussion relative to infrastructure required to do much different than what the US has done for decades.

Aside from the necessary and at times interesting speculation about China, Oil, Gold, and Obama . . . the lack of any semblance of an energy policy renders it all for naught.

NG, LNG, Tar Sands, Health problems from pollution, Global Warming, Oil import deficits, and the list goes on and on. No focused energy plan, no solution. Save your breath reminding investors how smart we are. Start demanding solutions