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  • Wall Street Breakfast: Must-Know News [View article]
    Why bother with fines. They couldn't pay them anyway.
    Mar 12 10:00 AM | 5 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    The CEO of Barclays, working hard to inspire and motivate his employees.

    Must feel great to be part of company with announced intentions to cut 29% of its employees. I bet that really promotes cooperation and sharing of information across organizational lines. And of course, top performers wouldn't think about leaving for better opportunities under those conditions.
    Mar 8 08:34 AM | 4 Likes Like |Link to Comment
  • Hot Stocks Of 2004: Where Are They Now? [View article]
    Varian Medical Systems is VAR. VNR is Vanguard Natural Resources LLC. You may want to correct that sentence in the article.
    Mar 5 04:58 PM | 1 Like Like |Link to Comment
  • Apple: Zero Growth ... Really? [View article]
    I don't know how new that eye sensor technology really is. Canon's high-end digital cameras have had sensors that lit up with your eye movement to determine the focus point that will be used for taking the shot. This works while are looking through the view finder. You use this feature to focus on a specific object (center, center top, center bottom upper right or left corner, lower right or left corner). Thats been around at least since 2009.
    Mar 5 10:57 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I think cost should be the driver. If it doesn't make financial sense, then don't do it.

    But it sure seems like natural gas is selling at steep discount to oil, at least when you look at cost per unit of energy produced from each.
    Mar 5 08:40 AM | 2 Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    I like the idea of using LNG or CNG for locomotives. Track layouts are well known, so it would be easy to site adequate refueling stations.
    Mar 5 08:06 AM | 5 Likes Like |Link to Comment
  • Atlantic Power: A Tale Of Misinformation [View article]
    Better take a look at JE. If AT gets to the same yield point that JE has after cutting their dividend (and the stories are somewhat similar with both being Canadian Utilities w/US sales & cutting divis). JE is paying about $0.84/year against a current share price of $7.64, thats a yield of 11%.

    I'm not saying AT gets that low, but that could be the downside.

    Anyway, if they don't change management, do you really want to put your money there?
    Mar 4 05:38 PM | 1 Like Like |Link to Comment
  • Las Vegas Sands (LVS) acknowledges it probably broke the law against bribing foreign officials, according to its 10-K filed yesterday. The WSJ ties the admission to dealings in mainland China by people no longer with the firm. The SEC subpoenaed the company Feb. 9, 2011, at which time the LVS board's audit committee opened a probe; LVS doesn't expect any material impact or restatement of past results. [View news story]
    The Chinese are going to continue to gamble (imo) and casinos will be built in Macau (on the Chinese mainland too if it was allowed). It doesn't matter what laws you make in the U.S., you won't force the Chinese to come to the U.S. to gamble.
    Mar 3 10:51 AM | Likes Like |Link to Comment
  • Best Buy (BBY) seems to be treading water (at the very least) with its price-matching program helping to boost sales without destroying gross margins (22.6% vs. 23.1% LY) to the extent some analysts predicted. The retailer's free cash flow also beat most estimates with accounts payable not getting stretched out to accomplish the trick a la J.C. Penney. BBY +6.5% to $17.46 premarket. (Earnings: I, II[View news story]
    Should be interesting to see what it does today in light of no buyout happening.
    Mar 1 08:28 AM | Likes Like |Link to Comment
  • 3 Less-Known MLPs With Strong Growth Prospects [View article]
    That is probably because PVR does draw more income from mid-stream natural gas processing than from coal royalties (latest financials):

    Also, they were added to the Alerian MLP infrastructure index:; another indication that they are more about mid-stream gas processing.

    Also, they are clearly more focused on adding natural gas processing than on adding coal properties:

    As I stated above, they don't operate any coal mines. This is a real advantage in that they don't have closure costs, idle mine costs and other risks associated with actual mine operations. They collect royalties only. At least those won't go negative, whereas a coal miner can easily have losses from that activity.
    Feb 28 10:01 AM | 1 Like Like |Link to Comment
  • Cadiz: Helping To Hydrate A Thirsty California [View article]
    There are two significant challenges with desalination. The first is the high amount of energy required (about 6 kilowatt-hours per cubic meter for reverse osmosis and it goes up from there) and the second is what to do with the waste product. These are not trivial issues.

    EPA classifies the waste brine from desalination processes as industrial waste and rightly so in my opinion.
    Feb 25 09:09 AM | 2 Likes Like |Link to Comment
  • I'm Picking Omega Healthcare Because I Want My Daughter To Be A Winner [View article]
    I agree with your assessment of this type of contest. The winner will usually have almost random, high-risk picks as these contests are of short duration. The way to win is to pile on the risk and hope for the best. Easy to do with no actual skin in the game.

    As you stated, these contests are not good for teaching students about investing.
    Feb 22 07:58 AM | Likes Like |Link to Comment
  • Shale Play Showdown: Magnum Hunter Vs. Carrizo Oil & Gas [View article]
    That would be the preferred D currently yielding 8.8%. The preferred C sells at a premium to par (about $26 versus a $25 par), but offers higher yield at 9.9%. They have also issued a preferred E, selling below par (23.75 vs 25) and yielding 8.3% currently.

    To my knowledge these are not rated for credit-worthiness and volumes tend to be very low. I recommend limit orders.
    Feb 21 04:34 PM | 2 Likes Like |Link to Comment
  • The 'De-Bestbuyification' Of Consumer Electronics [View article]
    Those types of stores, e.g., Samsung, Sony, Westinghouse, G.E., Bosch, etc. are already common in South America. No middleman, but places where people can go and see the appliances and talk to knowledgeable sales people.

    We'll see how this shakes out. I think its a better model for the electronics/appliance companies. Maybe just Chinese and other low-end electronics/appliances (like Mabe, Daewoo, etc.) end up in the retail stores.
    Feb 21 12:46 PM | Likes Like |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Exactly, Italian banks won't go to zero imo, but its down from here. Look at the large Spanish banks like Santander and BBVA over the last three years and the pattern of decline and then stabilization could be similar for the large Italian banks.
    Feb 21 08:15 AM | 1 Like Like |Link to Comment