wildhawk

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    • Hydroelectric vs. Slow Volcanic Power [view article]
      Another stock not mentioned in the article is Brookfield Asset Management (NYSE and TSX- BAM). Brookfield is the largest publicly traded operator of hydroelectric power plants in North America (though, hydro power generation doesn't generate anything close to a majority of their revenue- the overwhelming majority comes from commercial and residential real estate through subsidiaries Brookfield Properties (BPO) and Brookfield Homes (BHS)).
      Disclosure: Long BAM       Sep 04 10:25 PM
    • 10 Signs of a Recession [view article]
      When did Seeking Alpha become a political opinion page? And why are so many people anti-Obama? A big part of the problem in this country is the black and white thinking (sorry- no pun intended) that this administration has shoved down all our throats- "you're with us or against us", "if you don't fund the war you're not a patriot" etc. That's part of the reason we're here in the first place. At least Obama is willing to listen and attempt to understand the issues, economic and political, before making a snap judgment and never waivering. Call it pandering or whatever you want, but to paraphrase Keynes on his change of positions: "when the facts change, I change my mind. What do you do sir?" That's just common sense, something the leadership in this country has been sorely lacking for some time.
      Solutions to this mess? Heck if I know, but I do know that a "Manhattan Project" endeavor on alternative energy sources would produce real tangible change and significant energy sources in far less than 50 years- more like 10-15. Look at how far solar has come just in the last few years (I read somewhere that solar panels have increased efficiency 3X in less than 10 years). Or even research on hydrogen or electric cars- heck a decade ago, people were saying we wouldn't see electric cars for 30 years if we were lucky and now we're looking at a strong likelihood of a reasonably affordable ($35k) commercially available electric car in 2010.
      Bottom line is we still live in a great innovative country and can work our way out of this if we put our minds and our money to work in the right places- alternative energy and infrastructure. Stop spending billions on Iraq that could be spent on research and development of new energy and shoring up our sagging infrastructure- bring our money and our focus back home for once.
       Jul 08 12:12 AM
    • Morningstar Analysts: Confused On Fair Value? [view article]
      M* Analysts use a discounted cashflow model to determine fair value, but set "bands" around that fair value price to account for errors in the model and normal day-to-day market fluctuations. Depending on the "moat" or quality of the firm, they will set "Consider Buying" or "Consider Selling" prices 15%, 20%, 25%, 35% etc. above or below that fair value estimate. If a firm is very high quality (i.e. a "wide moat") they are more likely to set a Consider Buying level much closer to the fair value of the stock and a Consider Selling level much higher than the fair value price than a stock of lower quality or one whose cash flows are subject to considerably more analyst interpretation or guess work. Jan 16 10:48 PM
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