tailspin

The Unsustainable Lie of Inflation

Let computers do the voting.

BTW, the article is a keeper.

On Nov 09 11:37 PM awgie wrote:

Someday
> computers will be ubiquitous and they'll be smarter than us, then
> all our stupidity and gullibility to the fraudsters in power will
> be moot. Computers and the internet will level the playing field
> -- unless they figure out a way to regulate the internet and free
> speech.

Google: Setting Itself Up for Failure?

As a twofold victim of mergers and acquisitions I support your point of view.

How Low Can the Dollar Go?

$ can go as low as a role of toilet paper, 200 double sheets are a $ 1.67; unfortunately the $ lacks the required smoothness

Why a Weaker Dollar Is Good for Stocks

This idea that a weak dollar is good for anything is utter BS. You cannot deflate your way into prosperity. Stop that nonsense immediately.
I know what I am talking about. I brought hard Euro into this country and see them dwindling away on a daily basis. Big regret.

The Stock Rally Could Continue Higher

Ach ja?

You Say Platinum, I Say Palladium

Mark,

I really appreciate your continued enthusiasm about palladium in particular since it took a nosedive since last year. Reminds me that you should not be in love with a stock.

The one thing that does not make sense to me: If the palladium mines are in the red and they have real pricing power, why would they not use it? I would. Mind to elaborate?

Or do you have in mind building a cartel? That is sticky, would it not?

Land Driller Sector Outlook: It's All About the Natural Gas

enki09,

if you compare the heating values of the feed and fuel that go to a steam reforming process with the heating value of the H2 product hat you want to use as fuel you will conclude that you are loosing about 25 % in the conversion, even if you allocate a decent thermodynamic value to the by-product steam. Why in the world would you do this just to convert one fuel to another? You can use your veggie oil directly in a motor and use all of the heating value.

On Jun 30 10:23 AM enki09 wrote:
>
> I see hydrogen and fuel cell vehicles becoming the ultimate, logical
> choice for the transportation sector. Exxon is already running ads
> confirming their intent in this respect. At the same time coal is
> promoting the FutureGen technology which is essentially steam reforming
> coupled with sequestration as in the Exxon ads.
>
> Using steam reforming H2 fuel can be produced from oil, coal, nat
> gas, veg oil, biomass, alcohol and even sucrose. This common fuel
> from multiple feedstocks has the potential for allowing the US to
> become energy independent in a relatively short time andat the same
> time create massive growth in these related industries as well as
> introducing price competition into the market where there previously
> really was none.

15 Stocks You May Want to Keep Out of Your Portfolio

That argument makes Ford actually a good deal. Your stock can only to zero and you never have to pay back the full amount of debt.


On Jul 10 10:46 PM CK Finance wrote:

> Ford has negative stockholder's equity of $17.6b. That means if you
> liquidated the company today, you would owe at least that much (likely
> more since a number of long term assets are probably at inflated
> values).

S&P 500's 10 Attractive Growth Stocks

I find it unbelievable that AZO shares the same valuation category like COH. Has anybody of your experts ever looked at AZO's balance sheet? AZO has managed to maneuver their equity into negative territory by using all of their cash flow plus some debt to buy back Mr Lamperts shares at a juicy price. Looks like some body has raided the company.

Why GM Is Ready for a Rebound

GMGMQ had a huge bounce today following the announcement of Mr Henderson about the restructurization of GM. Seems they ruffle some feathers which helped investor confidence..

What will happen with this stock? Any ideas, anyone?

Time to buy into? Triple or total loss? Seems GM falls in the to-big-to fail category like the banks.

Continued Bearish News for Natural Gas

You got to buy that stuff when nobody wants it. How's that for a contrarian stance?

TIM Report: Markets Mixed, But Sentiment Becomes More Bullish

My mama always reminded me, show me who your friends are, and I tell you who you are. She would not have allowed me to play with Obama.


On Jun 28 07:59 PM Northstar10000 wrote:

> You don't need smoke and mirrors. You just need the most stupid voters
> on earth who believe Obama is god. He just speaks and all truth is
> there for full viewing. I know most people say he is very smart,
> he seems nervous and clueless to me. Of course most idiots fell for
> his magic and voted him in. Tough to admit your an idiot when reality
> is looking right in the smacker.

Six Reasons Natural Gas Is Better than Oil

How can coal be environmentally unfriendly? It once was the environment.

Corporate Leverage: Trouble Ahead?

AZO amazes me all the time. With a share price of around $155 and a ratio FCF/Share of about 1/16 the stock seems to be not quite cheap.

After the Aug 08 10-Q statement I noticed, that if the Goodwill is being removed from the balance sheet AZO would own NOTHING.

Now with the latest May 09 10-Q you dont even have to remove the Godwill anymore. The equity is already < 0.

Q: Who in the world buys that crap?

A: AZO themselves, they spend all their cashflow plus some to buy back shares at record prices.

When has that strategy ever paid off?

Is Rambus the Next 27 Bagger?

Nuke!

Thank You! Thank You! Thank You for your analysis.
This is the article that I have been waiting for this year.
This day with RMBS took care of all the birthday, Christmas and Easter presents for my family, possibly a new car and two computers for my little girls.

No I am kidding, am not spending the gains yet. I am holding out till $ 300.

Thanks again.