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  • Apple: Reality Bites, So Time To Sell [View article]
    Just a word about patents. When companies resort to the courts to protect market share, that's not a good sign. Patent suits are time consuming, distract management and put your business into the hands of others. Your own products are also at risk for countersuits.

    Just remember, Polaroid killed Kodak in their patent fight. But Polaroid died first.
    Aug 10 06:50 AM | Likes Like |Link to Comment
  • After ten years in the wind industry, GE (GE -3.3%) celebrates with its 20,000th wind turbine installation. Altogether, GE's 20K-turbine fleet has the capacity to power the cities of Hong Kong and London for an entire year. In the U.S. and Europe over the past four years, nearly 40% of new power generation installations have been wind. [View news story]
    What does it mean to say that a "fleet" of wind turbines has "the capacity to power the cities of Hong Kong and London for an entire year"?

    I apologize for this question in advance, as I am not a journalist, but merely a mechanical engineer with experience in the power generation industry.
    Nov 14 04:17 PM | 6 Likes Like |Link to Comment
  • General Motors: How To Bash GM - A Primer [View article]
    Don't knock being anti-American. It pays in today's world. Look how far Barack Obama has gotten.
    Sep 27 11:34 AM | 5 Likes Like |Link to Comment
  • General Motors: How To Bash GM - A Primer [View article]
    Regarding the "What not to write" points, only number one is worth significant consideration -- if true. Yet even if true, what lies behind it is that GM is a fraction of its pre-bankruptcy size and presence.

    In other words, GM has shrunk. Will it continue to shrink? Point numbers two and three are offered to say, no, it won't. But they are story lines ("tomorrow the sun will shine"), not hard facts, and an investor can take them or leave them. Judging by the market price of GM, the vote of most investors is to leave them.
    Sep 27 11:07 AM | 3 Likes Like |Link to Comment
  • Electric Vehicles Are Still Not Ready For Prime Time [View article]
    It's the physics of the thing that stands in the way of success, and that cannot be cured by managerial acumen. That it may not be a good idea to bet against Elon Musk does not mean it is a bad idea to bet against TSLA. Remember Steve Jobs and NeXT Computer.
    Sep 21 10:50 AM | 6 Likes Like |Link to Comment
  • Sell BP, A Value Trap [View article]
    "The U.S. Department of Justice is giving a tough time to the company because of its gross negligence and willful misconduct."

    Actually, DOJ is giving the company a tough time because BP has money, and Obama wants it.

    Welcome to Venezuela.
    Sep 19 11:21 AM | 6 Likes Like |Link to Comment
  • If Bill Clinton Gave A Speech On Fiscal Responsibility In Equity CEFs [View article]
    Actually, I note that you switched topics, from lending practices, to what you darkly refer to as financial deregulation (which regulation, when eliminated, caused which abuse, as determined by someone partisan than Nancy Pelosi?).

    And sir, I do not watch any Prof Glenn Beck. Sorry if that upsets your world view (I assume, that like most Leftists, it won't).
    Sep 11 10:18 AM | 2 Likes Like |Link to Comment
  • How To Position For President Obama's Second Term [View article]
    I've never listened to Rush Limbaugh or Sean Hannity. That said, I agree with Pat.

    By the way, why is it you Leftists always seek to delegitimize anyone who disagrees with your Party? Can you not simply say, "I disagree," and then explain why, rather than dismissing the intelligence of the commenter or smearing somebody?
    Sep 10 04:35 PM | 5 Likes Like |Link to Comment
  • General Motors (GM) loses a staggering $49K on each Chevrolet Volt it builds, according to numbers dug out by Reuters. Though the loss per vehicle could shrink if the plug-in hybrid program is built to scale, the automaker faces an uphill battle with rivals seeing better success with their own electric and hybrid vehicles. (Related: Tesla firing on all cylinders?[View news story]
    Do not disparage an Obama success like GM. The left is always watching. You too can be audited. And that's just the start.
    Sep 10 09:34 AM | 1 Like Like |Link to Comment
  • Is Obama Trying To Kill Dividend Investing? [View article]
    In the Soviet Union, when someone said something the commissars did not like, they too were accused of being mentally ill. So comrade, we admire your enthusiasm in adopting that playbook.
    Mar 6 05:31 PM | 9 Likes Like |Link to Comment
  • Exxon on Sale for a Limited Time [View article]
    XOM is not a buy. As a US-based oil producer, it is susceptible to expropriative legislation and punitive taxation from the Obama administration. One would be far better off with any number of non-US oil producers, who are benefitted by far more consistent and pro-capital formation legal climates.
    Jun 27 01:28 PM | 3 Likes Like |Link to Comment
  • Closed End Municipal Bond Funds: Unloved Asset Class Offering Interesting Opportunities [View article]
    Munie bonds are a tough class to generalize about. The only thing they have in common is that there is exemption from the federal personal income tax. Other than that, it requires item-by-item review. For example, a TBTA (Triboro Bridge and Tunnel Authority) bond may be a better bet than a GO from any state. Why? Because while governors get elected, indicted and fail, the tolls just keep rolling in.
    Apr 21 10:26 AM | Likes Like |Link to Comment
  • Total: The Perfect Safe Haven [View article]
    I do not think TOT has a monopoly on bored workers. Please also consider that with the current Washington regime, the expropriation of profits risk for a non-US oil company is probably less than for an XOM, sad to say.
    Apr 21 10:00 AM | 1 Like Like |Link to Comment
  • 27 Energy Stocks Benjamin Graham Would Like [View article]
    Please, please don't bet a nickel on solar energy. Any engineer that has passing familiarity with the field will be happy to explain that it is uneconomical except in niche areas. It's not an alternative except in the opium dreams of the left.
    Mar 14 09:24 AM | 11 Likes Like |Link to Comment
  • Blowing Hot Air on Wind Power [View article]
    Let's not let reality get in the way of riding a good thing. If Obama says it can be done, who are we to disagree; so let's all make some money trying to do it!
    Apr 30 11:48 AM | 3 Likes Like |Link to Comment
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