Seeking Alpha

bindlepete » Comments » EPD

  • Global Warming: Investment Implications  [View article]
    Energy demand will continue to increase relative to resources and hence with a declining supply in fossil fuels it is the best bet I can see as an investment.

    Now the Federales will certainly interfere with laws and subsidies to one sector over another but I suspect they are going to avoid the overt price controls they have tried in the past other than to skim more taxes off the top.

    Hey as I say it is a pretty good bet.

    Disclosure: this is where most of my money is riding but I do have a favorite which is PetroBank (Canada PBG.to) with it's low environmental impact heavy oil recovery system THAI. Look it up for fun and profit.

    Hey nothing's perfect but as I say it is a pretty good bet.
    Aug 20 11:57 am |Rating: +1 -1 |Link to Comment
  • 10 Dangerous Stocks to Avoid [View article]
    This is a pretty silly analysis in one regard. True, leverage can work against you in hard times but when interest rates are well below the inflation rates it could well be a time to borrow as it is essentially "free" money. Pay it back with peanuts.

    Now if you are in a regulated or solid business situation such as a utility or Rail Road (these rail roads folks are on the uptick due to the spiking energy costs of trucking and need for commodity exports coal grain etc) leverage at a less than zero cost makes a lot of sense. The utilities are guaranteed a profit if they are a regulated outfit so they will get their interest back no matter. ( This is not true for 3rd party producers.)

    The rail roads do have pricing control outside their contractual agreements and here, unless they are fools, they should have themselves covered for inflation.

    If you do not think we are in an inflationary environment google Shadowstats . what is going down other than housing ?

    Food no, Medical no, education no, labor no, energy no, enertainment no, clothing perhaps a trifle, rent no, taxes, no . The BLS is cooking the figures. Since Clinton they have been lying to us.
    Apr 03 10:09 am |Rating: +50 -8 |Link to Comment
More on EPD by bindlepete
Comments by Ticker
bindlepete's
Comments Stats
157 comments
Rating: 193 (280 - 87 )