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  • Kinder Morgan: The Panic Has Reached A Crescendo  [View article]
    Okay folks, time to start writing the pols in Washington and warn them NOT to bail out the energy companies, like they did the banks, at the expense of the citizenry!
    Dec 8, 2015. 09:14 PM | Likes Like |Link to Comment
  • Kinder Morgan: The Panic Has Reached A Crescendo  [View article]
    I also agree, but the debt risk may sink this even lower than $7, especially if the debt is substantially downgraded next year. Could happen if there is a recession.
    Dec 8, 2015. 08:55 PM | Likes Like |Link to Comment
  • Dividend cuts likely ahead at big oil companies, analyst says  [View news story]
    Why not cut dividends in order to redeploy capital in the carnage that will come? When CHK goes bankrupt, and its assets are snapped up by the majors, that will be the time to buy.
    Oct 4, 2015. 08:09 PM | Likes Like |Link to Comment
  • Apollo And The Variable Rates  [View article]
    NYC real estate is experiencing considerable tailwinds, not least huge foreign capital inflows, that should carry it over the next downturn. Interest rates have to rise soon (normalizing), right?
    Oct 4, 2015. 07:55 PM | Likes Like |Link to Comment
  • Premarket Biotech Digest: Arrowhead Initiates Dosing, Vertex Orkambi Approval, Insider Sales  [View article]
    Kite, kited? A $41mm check? That can't be good.
    Jul 6, 2015. 02:15 PM | Likes Like |Link to Comment
  • Norilsk Nickel: 3 Reasons Why Norilsk Nickel Could Provide Significant Upside  [View article]
    Is it crazy to ask whats to stop Putin from nationalizing the company?
    Jan 5, 2015. 12:19 PM | 1 Like Like |Link to Comment
  • Estimating The "Fair Price" Of Oil  [View article]
    There are many hands on the rudder of the good ship Fungible. The Saudis telegraphed a price of $60, but that may be wishful thinking for the next two years or so. Unless, of course, Putin or Iran do something destructive.

    Also, there may be something like a Moore's law for the technology of extracting oil?
    Jan 1, 2015. 12:11 PM | Likes Like |Link to Comment
  • Which Is The Better Investment, Peer Loans Or Lending Club Stock?  [View article]
    "Enter separate buy orders at $22 and $20 per share for your total investment."

    I am going to go out on a limb here and say LC will never see $22 again, unless, of course, Putin puts nukes in Crimea.
    Dec 16, 2014. 08:04 PM | 3 Likes Like |Link to Comment
  • A Scandal That Should Shock Nobody  [View article]
    Zulalily--If your "trusted financial advisor" let you put over 25% of your portfolio in one asset class like REITs, then he is someone NOT to be trusted. Diversify!!! No more than 10% in one asset class and include some foreign exposure like HEDJ. Run like hell from anything with accounting irregularities and always, ALWAYS, get a second opinion on anything you hear or read.

    Sheesh, some people.
    Nov 23, 2014. 02:10 AM | 1 Like Like |Link to Comment
  • Hain Celestial: 2 Charts The Bulls Don't Want You To See  [View article]
    Yes, but by my way of thinking, if the cash is coming in the door by the truck load and being used for growth and acquisitions, the more cash that is burned the better. As long as the dividend gets raised......

    I am betting that HAIN will start paying a dividend soon, maybe after the stock splits.
    Nov 22, 2014. 03:23 PM | 1 Like Like |Link to Comment
  • Hain Celestial: 2 Charts The Bulls Don't Want You To See  [View article]
    I dunno, the cash flow looks amazing and that cant be fudged.
    Nov 21, 2014. 11:43 PM | Likes Like |Link to Comment
  • How Healthy Were Hain Celestial's Q1 Results?  [View article]
    Thanks for the article. I have wanted to own Hain Celestial for years but always felt it was too expensive. Finally accepted the bitterness of a stretched valuation and bought it yesterday. The company is becoming a juggernaut that may eventually swallow the likes of General Mills.
    Nov 21, 2014. 11:34 PM | Likes Like |Link to Comment
  • What Happens When Solar Costs Go Below Fossil Fuels?  [View article]
    There is Moore's law for semiconductors. And then there is Swanson's Law for photovoltaic cells. What is the disruptor scale for fracking and burning fossil fuels?

    The author mentions dye-sensitized technology, but after 20 years of NOT investing in solar stocks, I recently took a small position in Natcore (NTCXF), a solar cell company that has some pretty cool thin film science using black silicon and room temperature deposition. They are located in the Kodak research complex in Rochester with the expectation that their solar cells will be manufactured on a Kodak roll-to-roll printer. Imagine one day buying solar cells like a bolt of fabric that you can unroll on your roof, or carry in your backpack.
    Nov 11, 2014. 11:58 PM | 1 Like Like |Link to Comment
  • Belviq And Phentermine Study Awes Some Investors - Should It?  [View article]
    Million dollar (billion dollar?) question......which is safer, Belviq or Phen?
    Sep 17, 2014. 11:09 AM | 1 Like Like |Link to Comment
  • Trillium Therapeutics: A Preclinical Cancer Immunotherapy Company With A Promising Lead Compound  [View article]
    Thanks for the great research on Trillium. I am holding a loss with Trillium, but staying for the long term ; although I have a slight concern about any patent that might be wrapped around Weissman's work.
    Jul 11, 2014. 04:28 PM | 1 Like Like |Link to Comment