Seeking Alpha

The Patriot

The Patriot
Send Message
View as an RSS Feed
View The Patriot's Comments BY TICKER:
Latest  |  Highest rated
  • European Union countries are shifting to biomass - the burning of wood pellets - instead of coal in order to meet stringent environmental goals, and much of the demand is likely to be met from the U.S. by companies such as Plum Creek (PCL), the country’s biggest private landowner and among the most effective tree-farming operations in the world. [View news story]
    The price increase of raw materials and the continued low price of nat gas is putting a lid on pellets. If nat gas exports take hold, pellets will go the way of the dinosaurs.
    May 29 12:59 PM | Likes Like |Link to Comment
  • While the movement against genetically modified foods seems to be strengthening - witness the weekend's global protests against Monsanto (MON) - food companies are struggling to replace GM ingredients with conventional ones. With Whole Foods (WFM) saying that all products in its stores will have to be labelled if they contain GM elements, even traditional users of conventional ingredients such as WhiteWave Foods (WWAV) unit Silk have been caught up in the red tape. [View news story]
    Doesn't human biotech do pretty much the same thing ??
    May 27 02:21 PM | 1 Like Like |Link to Comment
  • Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT). [View news story]
    True, high met coal production. CNX is gaining as a nat gas producer. NG will only take share until price dictates a switch. A balance may be reached where its a win/win for CNX.
    May 23 02:11 PM | Likes Like |Link to Comment
  • Coal (KOL) has been gaining on natural gas in U.S. power generation, but coal producers aren't enjoying the benefits, buffeted by headwinds including increased regulations. Simmons analysts say most coal names do not screen as cheap, and the firm sees near-term volatility as investors trade around macro events; its sector favorites are Cloud Peak Energy (CLD) and Walter Energy (WLT). [View news story]
    CNX. Low cost production, exposure to export, exposure to Utica and Marcellus shale, developed methane sales, low exposure to strip mining and IMO, good mgnt. team.
    May 23 12:54 PM | Likes Like |Link to Comment
  • With their healthcare costs ballooning, many companies have started to penalize fat employees with regards to healthcare coverage, raising all sorts of legal, privacy and discrimination questions. Michelin North America, for example, plans to cut healthcare credits for staff who fail to meet requirement for waistline and other metrics, and don't sign up to health programs. Other companies making similar moves include Mohawk (MHK), CVS and Honeywell (HON). [View news story]
    Gay men account for the vast majority of AIDS cases. Shouldnt they also "pay" for their lifestyle ?
    Apr 7 05:52 PM | 1 Like Like |Link to Comment
  • EIA Natural Gas Inventory:  -95bcf. Futures -0.21% to $4.06. [View news story]
    The Southern Co burns considerabley more gas in the summer, they have quite a few, peak power gas fired turbines. For us in the South, it cost more to cool than heat.
    Mar 28 01:00 PM | Likes Like |Link to Comment
  • U.S. oil, natural gas and coal industries are bracing for the release of new standards that could derail, postpone or at least create new legal hurdles for some of the country's largest planned energy projects, including interstate pipelines, LNG export facilities and refineries. The new standards likely will advise companies to consider the effects a project would have on climate change, such as emissions from exports. [View news story]
    This is the main reason I stay heavily invested in the production of natural resources. The barrier to entry is constantly on the rise and makes exisisting infrastucture more valuable.
    Mar 27 08:04 PM | Likes Like |Link to Comment
  • YPF signs a preliminary shale agreement with Dow Chemical (DOW) towards a 50-50 JV for the development of the El Orejano block in Argentina's Neuquen province, one of the first areas to boast discoveries in the Vaca Muerta formation. YPF already partners with Dow in downstream ventures including Argentina's Bahia Blanca petrochemical complex. [View news story]
    A lobbyist got to do what a lobbyist is paid to do !!
    Mar 26 10:16 PM | Likes Like |Link to Comment
  • An increasing push to substitute natural gas for oil and improvements in fuel economy could lead to the end of growing oil demand much sooner than expected, Citi's Seth Kleinman forecasts. The last decade's structural bull market was a result of surging global oil demand and weak non-OPEC supply growth; the outlook has now reversed, meaning Brent prices are likely to hover at $80-$90/bbl by decade's end. [View news story]
    No different than the coal vs nat gas scenario. Regardless of the %s
    used, supply of one, will shrink with lower prices until it becomes more profitable to substitute with another. The more one resource is used, the higher the price. We cant rely soley on one. Should be a predictable cycle.
    Mar 26 06:37 PM | 3 Likes Like |Link to Comment
  • Cyprus passes two of the measures necessary to secure a €10B bailout. Notably, the Cypriot parliament has approved the use of capital controls, which may limit the amount depositors can withdraw once banks reopen. The measure may also restrict fund transfers, limit debit card transactions, and ban redemptions of time deposits, among other possibilities according to The Guardian[View news story]
    Regardless of the outcome, my confidence in the saftey of my
    deposits will never be the same.
    Mar 22 05:28 PM | 1 Like Like |Link to Comment
  • Cliffs Natural Resources (CLF -4.3%) plunges near four-year lows, capping a 40% YTD decline. Cowen analysts see CLF's move to idle its Wabush Pointe Noire pellet plant as prudent but accompanying cost guidance seemed "aggressive." Given recent action in Chinese steel prices, the firm sees further downside risk to iron ore prices which could add increased pressure to CLF shares. [View news story]
    Prime target for the Chinese ??
    Mar 13 01:34 PM | 1 Like Like |Link to Comment
  • Now that Washington looks to have accepted the $85B sequestration, GOP legislators are looking to see where they can apply the scalpel rather than the machete. Programs at risk include one for robotic squirrels that helps researchers understand how squirrels interact with rattlesnakes, and Nasa's research on feeding astronauts on Mars. [View news story]
    I would like to see every US funded program put online and each
    citizen would get $1 to spend on the funding.
    Mar 10 11:14 AM | 1 Like Like |Link to Comment
  • Company-specific risk for tech stocks is at its highest level in 5 years, claims Morgan Stanley's Adam Parker. He thinks this "typically this bodes well for alpha generation in the technology sector," and suggests investors focus on individual equities rather than sector/thematic plays. Meanwhile, Bespoke observes 28 out of 70 S&P 500 tech stocks (40%) now yield more than 2%, giving them a payout above that of 10-year Treasurys. STX tops the list at 4.9%, followed by INTC at 4.35%. [View news story]
    With some due diligence, you can roll your own ETF with 5 or so
    best of breeds.
    Feb 26 08:26 PM | 3 Likes Like |Link to Comment
  • Vietnam (VNM) has been one of 2013's hottest markets, but many of its state-owned companies are so broke they can't pay their employees. It's estimated 60K "zombie workers" in Hanoi and Ho Chi Minh City alone show up for work without getting regular pay. "If I quit, I will lose the six months' salary that they owe me," says one. [View news story]
    What are the odds of this happening to US govt workers ??
    Feb 20 01:15 PM | 2 Likes Like |Link to Comment
  • The intense smog situation in Beijing forces the government in China to curb the usage of state cars and appears to be increasing dialogue on broad policy changes regarding fuel emissions. How bad is it? Areas around Beijing saw only five smog-free days in January with auto emissions blamed for over 25% of the pollution in the air. The issue plays into the strength of foreign manufacturers (GM, F, VLKAY.PK) able to produce modern low-emission vehicles in the region at a steady clip. [View news story]
    Think man think !! : )
    Feb 5 08:33 PM | Likes Like |Link to Comment