UncleFred's Comments UncleFred's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/46629/comments Vale Pushes China for Higher Steel Prices http://seekingalpha.com/article/94107-vale-pushes-china-for-higher-steel-prices?source=feed#comment-246804 246804 Sat, 06 Sep 2008 08:36:24 -0400 No Matter Who's Elected, Alternative Energy Wins http://seekingalpha.com/article/93870-no-matter-who-s-elected-alternative-energy-wins?source=feed#comment-245324 245324 Thu, 04 Sep 2008 09:44:35 -0400 The Crude Reality http://seekingalpha.com/article/90215-the-crude-reality?source=feed#comment-227960 227960
Save this, and see.]]>
Mon, 11 Aug 2008 13:52:00 -0400
Save this, and see.]]>
Adjusted for Income & Fuel Efficiency Increases, Gas Today is Almost 50% Below Record High http://seekingalpha.com/article/83340-adjusted-for-income-fuel-efficiency-increases-gas-today-is-almost-50-below-record-high?source=feed#comment-196476 196476 Tue, 01 Jul 2008 09:22:03 -0400 Energy Independence Is a Military, Not Economic, Concept http://seekingalpha.com/article/83305-energy-independence-is-a-military-not-economic-concept?source=feed#comment-196445 196445 Tue, 01 Jul 2008 08:45:31 -0400 Oil Price Implications of a Strike on Iran http://seekingalpha.com/article/82607-oil-price-implications-of-a-strike-on-iran?source=feed#comment-192434 192434
I have thought for quite some time that the Bush administration is indeed deliberately aiming the planet toward "Armegedon", and a strike on Iran by Israel will almost certainly take us there. It is IMPERATIVE that we all contact our congressional representatives to draft a bill that would SPECIFICALLY ban any military action against Iran without express congressional approval. Even then, the Bushies are planning an end-run in that contingency by using Israel to actually execute the strike. So to be effective, the bill would need to specifically state that aid to Israel will be terminated should they strike Iran.

With or without a strike on Iran, oil prices are only going one direction, and that is up, long term. Striking Iran will only accelerate that trend. ]]>
Wed, 25 Jun 2008 08:29:28 -0400
I have thought for quite some time that the Bush administration is indeed deliberately aiming the planet toward "Armegedon", and a strike on Iran by Israel will almost certainly take us there. It is IMPERATIVE that we all contact our congressional representatives to draft a bill that would SPECIFICALLY ban any military action against Iran without express congressional approval. Even then, the Bushies are planning an end-run in that contingency by using Israel to actually execute the strike. So to be effective, the bill would need to specifically state that aid to Israel will be terminated should they strike Iran.

With or without a strike on Iran, oil prices are only going one direction, and that is up, long term. Striking Iran will only accelerate that trend. ]]>
SunPower Chairman Doesn't Talk Green http://seekingalpha.com/article/72285-sunpower-chairman-doesn-t-talk-green?source=feed#comment-150998 150998 Tue, 15 Apr 2008 09:29:12 -0400 Tracking Jim Cramer's Performance: January 2007 Stock Picks http://seekingalpha.com/article/68536-tracking-jim-cramer-s-performance-january-2007-stock-picks?source=feed#comment-126438 126438
NYX was around $100/share when he made his pick. It is now around $62/share.

You would think at least his "Stock of the Year" could be relied on as a carefully researched pick. Yeah, sure, it is up to individual investors to pick and choose, but the point of this whole discussion is that Cramer does no better than the average investor. In point of fact he did substantially worse than I did, on my own. And I am STRICTLY an amateur, not an analyst (pronounce that anal ist), or a broker (well named, the name says everything).

If I can do better than Cramer, what are people watching him for? I assume just for the entertainment, kind of like watching a clown show.

I'm so glad to see that someone finally took the time to put Cramer's recommendations to some analysis (anal lysis).]]>
Fri, 14 Mar 2008 09:58:47 -0400
NYX was around $100/share when he made his pick. It is now around $62/share.

You would think at least his "Stock of the Year" could be relied on as a carefully researched pick. Yeah, sure, it is up to individual investors to pick and choose, but the point of this whole discussion is that Cramer does no better than the average investor. In point of fact he did substantially worse than I did, on my own. And I am STRICTLY an amateur, not an analyst (pronounce that anal ist), or a broker (well named, the name says everything).

If I can do better than Cramer, what are people watching him for? I assume just for the entertainment, kind of like watching a clown show.

I'm so glad to see that someone finally took the time to put Cramer's recommendations to some analysis (anal lysis).]]>
Peak Oil is a Cost Issue http://seekingalpha.com/article/67204-peak-oil-is-a-cost-issue?source=feed#comment-124361 124361
Underlying all shortages is this simple premise: we all live on a big round spaceship called Earth that can support a certain population in a sustainable manner. But we have far, far too many people on our spaceship to make many, many resources "sustainable". This goes double for non-renewables like oil. As long as organized religions exhort their followers to "multiply and be plentiful", (read "Give me more donors") we are in deep trouble. Read "The End of Faith".]]>
Sun, 09 Mar 2008 16:44:03 -0400
Underlying all shortages is this simple premise: we all live on a big round spaceship called Earth that can support a certain population in a sustainable manner. But we have far, far too many people on our spaceship to make many, many resources "sustainable". This goes double for non-renewables like oil. As long as organized religions exhort their followers to "multiply and be plentiful", (read "Give me more donors") we are in deep trouble. Read "The End of Faith".]]>
Western Wind Energy Powers California http://seekingalpha.com/article/66218-western-wind-energy-powers-california?source=feed#comment-121166 121166
Solar is also the single most environmentally friendly way to generate electricity. Even wind power, taken to an extreme needed to make a meaningful difference in power generation, could disrupt wind patterns and adversely affect the environment, while solar would have the net effect of cooling the environment by directly converting solar energy, which would otherwise heat the atmosphere, into kinetic energy to run electric motors, etc.]]>
Sun, 02 Mar 2008 14:42:26 -0500
Solar is also the single most environmentally friendly way to generate electricity. Even wind power, taken to an extreme needed to make a meaningful difference in power generation, could disrupt wind patterns and adversely affect the environment, while solar would have the net effect of cooling the environment by directly converting solar energy, which would otherwise heat the atmosphere, into kinetic energy to run electric motors, etc.]]>
Renewable Energy: Approaching Grid Parity? http://seekingalpha.com/article/66290-renewable-energy-approaching-grid-parity?source=feed#comment-121157 121157 Sun, 02 Mar 2008 14:26:57 -0500 Time for an Oil Change: Think American Alternative Energy http://seekingalpha.com/article/65694-time-for-an-oil-change-think-american-alternative-energy?source=feed#comment-117893 117893
Hydrogen is a solution of the future, and always will be, because the energy needed to generate the hydrogen is more than the energy you can get out of it.]]>
Fri, 22 Feb 2008 13:57:41 -0500
Hydrogen is a solution of the future, and always will be, because the energy needed to generate the hydrogen is more than the energy you can get out of it.]]>
Coal is Up, Goldman Downgrade Be Damned http://seekingalpha.com/article/65218-coal-is-up-goldman-downgrade-be-damned?source=feed#comment-117568 117568 Thu, 21 Feb 2008 08:30:27 -0500 Exxon's 2007 Tax Bill: $30 Billion http://seekingalpha.com/article/63131-exxon-s-2007-tax-bill-30-billion?source=feed#comment-114680 114680
We'd all be way better off eliminating corporate taxes completely, and generating federal revenue exclusively from individual income taxes. Gross national individual income/federal budget = average tax rate. Sliding scale: those making the least pay a much lower percentage, those making the most (benefiting the most from our society and economy) pay a higher percentage. To file your taxes you look at one table. No exemptions. All sources of income count the same. This would give us a balanced federal budget every year, too. ]]>
Tue, 05 Feb 2008 12:02:16 -0500
We'd all be way better off eliminating corporate taxes completely, and generating federal revenue exclusively from individual income taxes. Gross national individual income/federal budget = average tax rate. Sliding scale: those making the least pay a much lower percentage, those making the most (benefiting the most from our society and economy) pay a higher percentage. To file your taxes you look at one table. No exemptions. All sources of income count the same. This would give us a balanced federal budget every year, too. ]]>
Is the Reuters/Jeffries CRB Index Missing the Commodity Bull? http://seekingalpha.com/article/62675-is-the-reuters-jeffries-crb-index-missing-the-commodity-bull?source=feed#comment-114144 114144 Fri, 01 Feb 2008 17:58:23 -0500 Cellulosic Electricity: Stock Analysts vs. Venture Capitalists http://seekingalpha.com/article/61400-cellulosic-electricity-stock-analysts-vs-venture-capitalists?source=feed#comment-112606 112606
Thank you, Tom, for posting this.]]>
Thu, 24 Jan 2008 10:27:15 -0500
Thank you, Tom, for posting this.]]>
Petroleo Brasileiro Riding Discovery To New Highs http://seekingalpha.com/article/58270-petroleo-brasileiro-riding-discovery-to-new-highs?source=feed#comment-106809 106809
On the plus side, IF the oil can be recovered in such a way as to make economic sense (which means oil prices would need to remain very high and recovery costs would need to be contained) the reserve is huge, and the potential profits are huge.

I am betting that despite the enormous short term volatility in the oil markets, long term, prices are going to remain high, as demand is increasing and supply is diminishing. I am long on Petrobras.]]>
Tue, 25 Dec 2007 10:25:48 -0500
On the plus side, IF the oil can be recovered in such a way as to make economic sense (which means oil prices would need to remain very high and recovery costs would need to be contained) the reserve is huge, and the potential profits are huge.

I am betting that despite the enormous short term volatility in the oil markets, long term, prices are going to remain high, as demand is increasing and supply is diminishing. I am long on Petrobras.]]>
Suncor, Canadian Oil Sands, Petro-Canada: Earnings Will Take Hit From Costs in Canadian Currency http://seekingalpha.com/article/50904-suncor-canadian-oil-sands-petro-canada-earnings-will-take-hit-from-costs-in-canadian-currency?source=feed#comment-99420 99420 These CanRoys hold multi-year reserves, and as peak oil nears, these operations are going to look increasingly good: no hurricanes, no terrorists (other than the Canadian government), long reserves. Oh, and did I mention good dividends? Paid monthly, for most of them!]]> Tue, 23 Oct 2007 08:23:25 -0400 These CanRoys hold multi-year reserves, and as peak oil nears, these operations are going to look increasingly good: no hurricanes, no terrorists (other than the Canadian government), long reserves. Oh, and did I mention good dividends? Paid monthly, for most of them!]]> Sources of Hidden Value in Canadian Oil Sands Equities http://seekingalpha.com/article/49312-sources-of-hidden-value-in-canadian-oil-sands-equities?source=feed#comment-98095 98095 Tue, 09 Oct 2007 10:27:39 -0400 Barron's Debunks Cramer http://seekingalpha.com/article/44949-barron-s-debunks-cramer?source=feed#comment-94028 94028
As for his wonderful recommendations? Let's remember that his "Pick of the Year" for 2007 was and still is NYX, which was somewhere around $100/share when he made his "Stock of the Year" recommendation. It is now mid August, and NYX hovers around $73. Stock of the year?]]>
Sun, 19 Aug 2007 09:30:34 -0400
As for his wonderful recommendations? Let's remember that his "Pick of the Year" for 2007 was and still is NYX, which was somewhere around $100/share when he made his "Stock of the Year" recommendation. It is now mid August, and NYX hovers around $73. Stock of the year?]]>
The Top 350 Monthly Dividend Stocks http://seekingalpha.com/article/44892-the-top-350-monthly-dividend-stocks?source=feed#comment-93961 93961 Fri, 17 Aug 2007 20:29:56 -0400 Why Oil Is Actually Cheap At $75 http://seekingalpha.com/article/41578-why-oil-is-actually-cheap-at-75?source=feed#comment-91542 91542 Thu, 19 Jul 2007 08:56:54 -0400 SunOpta, Inc.: Turning Green Power into Gold http://seekingalpha.com/article/41396-sunopta-inc-turning-green-power-into-gold?source=feed#comment-91463 91463 BFRE) because of their patented process for turning biomass into ethanol. BFRE is pretty much a pure play on ethanol, but because of their patent, a good long term play, as eventually biomass rather than food stocks will be used to generate ethanol.]]> Wed, 18 Jul 2007 10:15:41 -0400 BFRE) because of their patented process for turning biomass into ethanol. BFRE is pretty much a pure play on ethanol, but because of their patent, a good long term play, as eventually biomass rather than food stocks will be used to generate ethanol.]]> The Grand Nigerian Oil Scam http://seekingalpha.com/article/40188-the-grand-nigerian-oil-scam?source=feed#comment-90547 90547
Nobody seems to link the fact that this entire Bush administration is filled with oil people and oil service industry people. Nobody seems to notice that oil prices started to skyrocket right after Dick Cheney had his super secret "energy policy meeting" in 2001, a meeting that he refuses to say who was there or what was discussed. Mysteriously, oil prices started climbing from the $30/bbl range to the $70/bbl range right after that meeting.

And everyone continues to scratch there heads and wonder why oil prices are so high? Come on, people, the big fix is in!! Get wise to it!!]]>
Fri, 06 Jul 2007 11:15:16 -0400
Nobody seems to link the fact that this entire Bush administration is filled with oil people and oil service industry people. Nobody seems to notice that oil prices started to skyrocket right after Dick Cheney had his super secret "energy policy meeting" in 2001, a meeting that he refuses to say who was there or what was discussed. Mysteriously, oil prices started climbing from the $30/bbl range to the $70/bbl range right after that meeting.

And everyone continues to scratch there heads and wonder why oil prices are so high? Come on, people, the big fix is in!! Get wise to it!!]]>
Crude Remains Strong Despite Inventory Build http://seekingalpha.com/article/38958-crude-remains-strong-despite-inventory-build?source=feed#comment-89281 89281
Imagine instead a U.S. where every rooftop is covered with solar panels, and the job of the electric utility companies is to regulate the flow, and furnish "peak" power. Imagine all autos being electric hybrids, that in usual around town use would run on electricity, and only burn fuel for long trips. Converting the energy of the sun to do all this work (running our household appliances, moving our cars) would have major effects at cooling the planet, since the heat energy of the sun would be converted to kinetic energy.

So, as I said, Barry is right on target with the direction we should be going: solar.

Too bad our political "leaders" are, as usual, out in left field.]]>
Thu, 21 Jun 2007 10:23:13 -0400
Imagine instead a U.S. where every rooftop is covered with solar panels, and the job of the electric utility companies is to regulate the flow, and furnish "peak" power. Imagine all autos being electric hybrids, that in usual around town use would run on electricity, and only burn fuel for long trips. Converting the energy of the sun to do all this work (running our household appliances, moving our cars) would have major effects at cooling the planet, since the heat energy of the sun would be converted to kinetic energy.

So, as I said, Barry is right on target with the direction we should be going: solar.

Too bad our political "leaders" are, as usual, out in left field.]]>
US, China Looking Beyond Corn For Ethanol http://seekingalpha.com/article/38188-us-china-looking-beyond-corn-for-ethanol?source=feed#comment-88576 88576 hytechapps.com/company

Check it out, watch the videos. It is for real.]]>
Thu, 14 Jun 2007 10:32:12 -0400 hytechapps.com/company

Check it out, watch the videos. It is for real.]]>
US, China Looking Beyond Corn For Ethanol http://seekingalpha.com/article/38188-us-china-looking-beyond-corn-for-ethanol?source=feed#comment-88574 88574 Thu, 14 Jun 2007 10:29:08 -0400 The Ethanol Boom's Unintended Consequences http://seekingalpha.com/article/38041-the-ethanol-boom-s-unintended-consequences?source=feed#comment-88332 88332 Tue, 12 Jun 2007 11:09:41 -0400 Cramer On Market Manipulation: A Lesson For Investors http://seekingalpha.com/article/37403-cramer-on-market-manipulation-a-lesson-for-investors?source=feed#comment-87854 87854 Wed, 06 Jun 2007 09:48:24 -0400 Taking Stock in Ethanol: Risks, Challenges and Opportunities http://seekingalpha.com/article/36135-taking-stock-in-ethanol-risks-challenges-and-opportunities?source=feed#comment-86773 86773 BFRE) and Sunopta (STKL) since they hold patents on production methods for cellulosic ethanol.

I would be interested in the thoughts of other investors on the topic of cellulosic ethanol.]]>
Tue, 22 May 2007 12:04:21 -0400 BFRE) and Sunopta (STKL) since they hold patents on production methods for cellulosic ethanol.

I would be interested in the thoughts of other investors on the topic of cellulosic ethanol.]]>