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bchloupek

bchloupek
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  • Copper Price At Record Lows: We Were Bearish, We Are Still Bearish [View article]
    If this is the kind of 'growth' driving China's exisitng copper demand up until now, then I am bearish as well.

    http://bit.ly/1hxh9G8
    Apr 7 10:40 AM | Likes Like |Link to Comment
  • U.S. weighing ending truck tariff [View news story]
    http://bit.ly/19KQR4Z

    Check it out....I'd love them to bring a TDI version to the states...but it doesn't appear likely.
    Aug 6 10:27 AM | Likes Like |Link to Comment
  • U.S. weighing ending truck tariff [View news story]
    Can we please get the VW truck in the states now?
    Aug 5 10:52 AM | Likes Like |Link to Comment
  • Cirrus Logic (CRUS -17.2%) plummets after an investment presentation (Barclays Global Tech, Media, and Telecommunications Conference) in which it mentions "increased pricing pressures in the smartphone markets" and says "revenue for the fiscal year [will] likely [be] impacted by an expected decline in average selling prices" (slide 18). [View news story]
    Agreed. I don't see any earth-shaking news to explain this sell-off.
    May 23 02:02 PM | Likes Like |Link to Comment
  • Cirrus Logic (CRUS -17.2%) plummets after an investment presentation (Barclays Global Tech, Media, and Telecommunications Conference) in which it mentions "increased pricing pressures in the smartphone markets" and says "revenue for the fiscal year [will] likely [be] impacted by an expected decline in average selling prices" (slide 18). [View news story]
    I'll take this opportunity to buy more.
    May 23 12:41 PM | Likes Like |Link to Comment
  • 5 Natural Gas Transportation Stocks For 2013: February Update [View article]
    How do you view CLNE in the NG transportation picture?
    Mar 5 11:43 AM | Likes Like |Link to Comment
  • As Predicted, Larger Losses At Clean Energy Fuels [View article]
    What is the point of these articles? If you have no position and no intention to initiate one in CLNE, why write the article? If you don't like the stock for the reasons you've listed...then don't invest. Write more articles on stocks you like in case your "followers" might find them helpful.
    I'm up about 18% on CLNE so far and expect more gains as a long-term investor. Did you see the new Energy Secretary appointed yesterday? Big natural gas fan. I have a great entry point, can see the forest, and have time to wait.
    Mar 5 06:08 AM | 4 Likes Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    Novo71, I've got to disagree. If you read on the CLNE website about some of their site developments, they are targeting the fleet/trucking segement first, but once they build a station someplace that has CNG, it also serves consumer vehicles. I've been to a number of CNG stations where one side is the fleet filling station and the other side is a consumer CNG pump. Once they install all of the big compressors needed to fill CNG vehicles, it is NOTHING to simply install a second pump for consumer CNG. So most all big cities already have at least one consumer CNG pump. I've owned several CNG vehicles in Europe in the past. Once something besides the Honda Civic CNG comes to the United States, I'll probably buy...along with an at-home filling station.
    Feb 19 03:50 AM | 1 Like Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    Ken, you're exactly correct. I'm not a huge Buffett fan, but what was it he said? Don't invest in something you don't understand. Investors who understand the economics of CNG/LNG and can see the writing on the wall (massive domestic supply plus rising gas and diesel prices = growing demand for CNG/LNG as a VIABLE alternative). Investors have to be able to see through the murkiness of the short-term issues and realize the long-term trend. Gas back above $5.00 in California today...do you think that might be a bit of incentive to consider alternatives? Another factor that hasn't been mentioned very much is just how much longer CNG/LNG engines last compared to gas and diesel ones. It burns so cleanly that engines last much longer and need fewer repairs. Also, NG prices are continuing to drop and will stay low for quite some time. This hurts LNG exportation efforts (which are misguided in my opinion) and can only aid CLNE, Westport, and others.
    Feb 18 11:47 AM | Likes Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    It would be nice to see the govt. mandate something that actually has a change to succeed (and save actual, real money) like CNG/LNG govt fleets, but I do see this already happening at the state levels all over the place (state vehicles, city buses, etc). The real money will be made when the long-haul shippers decide that there is sufficient infrastructure to meet their needs along the interstate and start to convert. Imagine when Walmart or Best Buy converting to LNG. The attractiveness of CLNE is that they're doing the difficult work of creating the infrastructure. This stuff can't simply be installed like a gas pump...the up-front cost is massive, but if demand is created, can be paid off fairly quickly. I believe I read that it takes about 25 trucks a day to make a CLNE station viable. That's more than realistic. If they are successful, they'll have a monopoly on the infrastructure for quite a while.
    Feb 18 09:16 AM | 1 Like Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    Exactly Chris. If you look at the first three quarters of 2012, the gallons delivered increased approximately 25% each quarter, I would expect that to be the case for Q4 as well, if not more. Also, like you said...the market is forward looking, so I wouldn't expect any news that isn't already 'baked into the cake.' This is an investment with a long-term horizon and investors with confidence in the future of LNG/CNG for transportation are getting in now. I have almost a decade of experience with the CNG infrastructure in Europe and have seen that it is absolutely viable. Germany alone has over 1000 stations. CLNE is a no-brainer.
    Feb 18 07:27 AM | 1 Like Like |Link to Comment
  • Coming Soon: More Losses At Clean Energy Fuels [View article]
    For short term investors, the earnings report at the end of the week might be a concern. For short term investors also worried that there will be a bad report on the 28th followed by sequestration three days later, it might be a concern. But those of us who bought the 10.90 dip back in November and are long term investors, we're not losing any sleep. Remember, this is a T. Boone Pickens project with a GE partnership. This article is unconvincing.
    Feb 18 04:25 AM | 7 Likes Like |Link to Comment
  • Natural Gas Problems No Longer Limited To Chesapeake [View article]
    The desire to export natural gas only exists in a climate where there is a glut. Demand is picking up here for transportation and that is only amplified by the spread between CNG/LNG prices and gasoline/diesel. I've experienced using CNG for transportation for many years in Germany and Eastern Europe. It's not a fantasy technology like solar or electric...it is real, viable, and does not need any government subsidy. It is catching on. You'll soon see some of the largest domestic shippers convert long-haul fleets and it will be like wildfire for companies like CLNE. After that, the infrastructure will exist to spur personal transport purchases as well. BTW, all of the major car manufacturers already sell factory-made models to run on CNG in Europe, including Volvo, Volkswagen, Honda, Ford, etc. They will be brought to the US when the time is right. Lower emissions, longer energy life, cheaper fuel prices, domestic supply...win win win.
    Feb 15 03:20 PM | 2 Likes Like |Link to Comment
  • No Love For The Coffee Market? [View article]
    My understanding of the recent coffee situation is that during the previous high arabica prices, many sellers increased their blends with 20-40% robusta. The robusta demand and price has since gone up to the point where it is approaching arabica prices (the better tasting)...maybe within 20 cents I believe. So while arabica demand is low because of some very good recent harvests, there is less incentive to fall back on robusta because the price isn't much less now. I've been reading about fears of a smaller than average robusta harvest, which to me seems like a sign that less robusta = more demand for arabica in the somewhat near future and the prices finally start to go up. In any case, coffee at these low prices seems like a no-brainer. Coffee is like cigarettes...the economy can be up or down, but people aren't going to give up their 2 or 3 cups of coffee a day any more than they're going to quit smoking.
    Feb 11 11:20 AM | 3 Likes Like |Link to Comment
  • No Love For The Coffee Market? [View article]
    Been watching coffee for the last few months and jumped in on Friday with JO. I'm in it for the long run and don't mind a few false breakouts and fallbacks. I'll sleep well at night.
    Feb 10 08:20 AM | 1 Like Like |Link to Comment
COMMENTS STATS
16 Comments
27 Likes