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dilligaf30

dilligaf30
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  • Key Factors That Will Cause SolarCity Earnings To Disappoint [View article]
    Let's be fair here. No country is currently "relying" on this technology for any significant portion of their power generation. I'm not saying this isn't going to happen. In fact, this is now on my rader for more research, so thank you for that. However, to say home fuel cells will replace solar is premature when you consider that so many governments are increasing PV targets. Japan itself has a 10% target for PV which isn't changing because of fuel cells. Furthermore, adoption of renewable sources globally is growing rapidly leaving room for many winners in my opinion. To say this information should be discounting the current stock prices of any solar companies today is a stretch. You have some valid points in your article, but I think you need to reevaluate this particular assertion.
    Jul 29 11:42 AM | Likes Like |Link to Comment
  • An Introduction To Investing In Arabian Gulf Stock Markets [View article]
    I think he's talking about this: http://bit.ly/1c4IQqy. Excerpt: "Google had previously put both Persian Gulf and Arabian Gulf on its Google Maps. After May 2012, it removed both names from the body of water stating that it does not name every place in the world and that it did not want to take a political stance."
    Jul 28 05:21 PM | Likes Like |Link to Comment
  • 3 Tesla Reasons To Buy SolarCity [View article]
    What I was implying was that as an individual investor, I'm looking for relevant information about publicly traded companies. So unless you can disclose the company your work for, so that I can analyze whether it is a viable competitor, I find that comments about your own company not very useful. I guess what I haven't seen is a compelling argument that SCTY is poised to lose market share. I congratulate you that your firm is succeeding, but I don’t feel this is relevant to SCTY’s success. When the entire pie is getting bigger, doesn't this bode well for all players in an industry?
    Jul 28 03:24 PM | 1 Like Like |Link to Comment
  • Key Factors That Will Cause SolarCity Earnings To Disappoint [View article]
    So....one anecdote from 6 years ago? Any updates or projections on widespread adoption? I agree in the long run we don't know what energy alternatives will exist, but in the long run aren't we all dead? It seems to me that solar has become one of the best bets for alternative energy technology for the forseable future. Not necessarily disagreeing on your specific comments on SCTY, but I think you reach a bit when you support your thesis with speculation as to what technologies will exist in 20 years.
    Jul 28 02:52 PM | Likes Like |Link to Comment
  • 3 Tesla Reasons To Buy SolarCity [View article]
    That sounds great! Where can I buy stock in your company? Oh wait...I can't.
    Jun 13 11:53 AM | 1 Like Like |Link to Comment
  • Retirement Strategy: ETF Portfolio Versus The Stock Only Portfolio; Our First Update [View article]
    I don't get how this is an "Apples to Apples" comparision. For example, VYM alone holds 378 individual stocks. In addition VYM holds WFC, JPM, and VZ in it's top ten, and these aren't in your BTDP portfolio at all. Also why would you need five different dividend ETFs with so many overlaping holdings? Couldn't you pick just one? I'm writing from the perspective of someone who is averaging in smaller amounts on a quarterly basis, and looking to minimize transaction costs. Not meaning to be critical, but just don't see how these portfolios really compare the same thing. If you truly held the exact stocks as the ETFs wouldn't the performance be exaclty the same except for transaction costs and management fees?
    Apr 3 12:38 PM | 2 Likes Like |Link to Comment
  • 'You Don't Just Give Up On An Asset Class, Markets Don't Work That Way' [View article]
    Thanks for the article. Could you elabotate more on some of your "safe neighborhood" calls ETFwise?
    Feb 10 06:21 PM | 1 Like Like |Link to Comment
  • Credit-card firms angle for new business with 0% teasers [View news story]
    Not sure what "slipping "0%" by regulators, while charging 3%." means. Although the terms may my longer than average, issuers have been doing these types of offers for years. It's always seemed to me to be properly disclosed of you actually read the T&C.
    Aug 28 09:28 AM | Likes Like |Link to Comment
  • BP sues EPA over ban on new government orders [View news story]
    Yeah...the dfference is when you plead guilty, you know you are going to be found gulity.

    Also, if you read the entire Wikipedia entry you cite: "Transocean agreed to pay US$ 1.4 billion for violations of the US Clear Water Act", so they were held responsible to some extent as well. The blame isn't mutually exclusive, and there is plenty to go around. How does criticising Obama for failures after the fact abscond BP's responsibility?

    To say BP had no influence over what was happening on that well is naive. I'd point you to the testimony around the BP "company men" and the "skirmish" over how to close the well: http://on.wsj.com/1bx7akc
    Aug 14 08:54 PM | Likes Like |Link to Comment
  • BP sues EPA over ban on new government orders [View news story]
    Wait...so being found criminally responsible for the largest oil spill in US history is considered an "arbitrary" reason for the US not to do business with BP? Oh, to be a lawyer.
    Aug 14 02:37 PM | Likes Like |Link to Comment
  • Would you pay $30 a month to watch ESPN? That's the figure derived by Needham in a report it issued studying what would happen if an a la carte system was adopted in the cable/satellite industry. According to industry executives, Disney's (DIS) sports juggernaut is holding the pay-TV model together and consumers would get slammed with higher fees and less choices if a la carte became a reality. What to watch: ESPN earns the highest carriage fees in the industry at $5.54 per subscriber, but NBC (CMCSA) and 21st Century Fox (FOXA) are trying to break up the network's dominance. [View news story]
    Come on. Everyone would.
    Jul 26 10:37 AM | Likes Like |Link to Comment
  • 3D Systems - Expectation And Reality Soon To Meet [View article]
    Newbie individual investor. I bought this mid last year as a long run play based on the growth promise of the sector. After this huge run-up, I can't understand or explain the current valuation. Seems like too much growth is already priced in which to me, means more downside risk than upside reward. Also, the acquisition strategy and revenue questions make me nervous. I may be wrong, but I'm happy to get out now, and take some gains with me.
    Jan 26 01:43 AM | 1 Like Like |Link to Comment
COMMENTS STATS
12 Comments
6 Likes