indefinitelee

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

John, how do you feel about Stan Ovshinsky's work?
www.nytimes.com/2009/1...

Is Now the Time to Sell Your Dividend Stocks?

I tend to agree with most of your articles but I really see nothing wrong with taking a bit of profit on some stocks that have run up close to 50% over the last few months.
You could either buy back into the same stock on dips or use the profits to expand or enter into another position.

Five Hedging Strategies

let's say i wanted to attain a 1:1 negative correlation to the market as a hedge in my portfolio. even given the decay of inverse ETFs, would it be possible to achieve that ratio with some combination of short, 2x, and possible 3x inverse ETFs?

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

John, I'm confused. You say that HEVs such as the Prius deserve more government support since they are cheaper and would save more gas/CO2 emissions.
But if "NiMH batteries are terribly resource constrained" as you said, then how realistic is it to assert that one could build 16 times as many NiMH as Li-ion?

Popping the Clean Energy Fund Bubble Will Set the Stage for Future Growth

i don't see how the mere number of etfs or mutual funds represents a bubble. How many dollars are represented by those ~30 funds? Do a small number of funds hold most of those assets? Are they over-valued in some way?

How PHEVs and EVs Will Sabotage America's Drive for Energy Independence

John, here is where the disconnect on this article is for me. Each of the vehicles you are comparing use different batteries. You then say that for the amount of electricity produced by the batteries in cars A &B you could produce 16 or 11 times as many of car C.

More or less right so far?

But this seems like a twist of logic to me. It is not as if we are apportioning a limited number of KwH to each vehicle. We can build 32 Priuses and 3 Volts. Since they use different batteries it seems like a fallacy to say that each Volt keeps 32 priuses off the road. Why would one affect the other?
Additionally, if they do affect one another then the constraint would be manufacturing resources at the macro level. That is, every mine/factory producing Li-Ion can't produce NiMH. Maybe this is what you were trying to say but to me, using KwH clouds the matter.

Finally, sort of off topic of this article, I think that part of the reason Lithium-Ion batteries get all the press is that they sound cool and futuristic. I mean, probably less than half the US population could tell you what Lithium is or what an Ion is and probably less than 25% could tell you what both are but damned if it doesn't sound high-tech to say "Lithium-Ion" as opposed to "Lead-Carbon."

Peak oil nervousness is caused by vague anecdotal evidence and ignorance of exploration and extraction methods, argues energy consultant Michael Lynch: Oil's still abundant - and new supplies should bring the cost per barrel closer to history's $30.

despite producing 11 million barrels per day Saudia Arabia's declared reserves never decline. That's amazing.

6 High Yield Dividend Stocks You'll Wish You'd Bought

how is WAG a high yield stock at 1.8%?

12 Five-Star Dividend Stocks

awesome, is your revised spreadsheet available for download from your website?

10 ETFs, 5 Equities for Optimized Asset Allocation

at first i did not think so, but after running this portfolio through the correlation spreadsheet found on gummy-stuff.org/Excel/
this is a very well diversified portfolio, with very few holdings having correlations over 60%

4 Dividend Stocks for 2009: Q2 Update

why do you prefer PM to MO?

5 Dividend Aristocrats That Have Been There Before

do you like PEP better than KO? Do you prefer one over the other or would you own both? I think you discussed this somewhat in a recent article.

what about finding stocks on the cusp of becoming Aristocrats or Achievers? Say stocks with 12 or 23 years of increases, respectively who project to join the ranks of Aristocrats or Achievers shortly?

36-Month ETF Correlations with Russell 3000

after 2+ years this is still one of the better articles regarding correlation that I have been able to find. It would be a great service if you could revisit it.

thanks

Why Advanced Lead-Acid Batteries Will Dominate HEV Markets

There have been a few articles on Clean/Alt energy etf's on Seeking alpha lately, it would be great to hear your input on which, if any, are worth investing in.

thanks

Why Jim Rogers and Robert Shiller Aren't Buying U.S. Stocks Yet

I guess one would take today's price and divide by the average of 10 years EPS. Of course this entails some more work and CAPE in a specific industry would probably be more relevant than the market as a whole.