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marpy

marpy
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  • Wall Street Breakfast: Tesla Moves Into Energy Storage [View article]
    back up generators can be had for around $100 (bottom end) - lots of people willing to blow $100, not so many willing to do the same for $10,000 plus.
    May 1, 2015. 09:47 AM | 6 Likes Like |Link to Comment
  • Wall Street Breakfast: Tesla Moves Into Energy Storage [View article]
    The key to the economics of solar installations has always been the cost of the batteries and related charging hardware. This has a long way to drop before the economics make sense.
    May 1, 2015. 09:45 AM | 4 Likes Like |Link to Comment
  • Cenovus posts Q1 loss, to add 100K bbl/day to oil sands production capacity [View news story]
    When you look at the details in their report and get past the loss which after restructuring costs and the drop in oil prices should have been expected, it is IMO quite positive.

    - Production going up by over 100k barrels per day from projects over 70% complete and funded fully from internal cash.
    - Operating cost substantially lower. (30% lower)
    - 2 Billion plus in cash flow at current oil prices.

    JMO - Long cve
    Apr 29, 2015. 04:13 PM | Likes Like |Link to Comment
  • Whirlpool -7% after guidance disappoints [View news story]
    Just like the North American Auto manufacturers, this company made a lot of hay by cutting quality and warranties. And just like the North American Auto manufactures this provided the opening for the Asian manufactures to move in. Now all that is needed is for one of them to provide Toyota/ Honda quality with a decent warranty and the masses will jump ship.

    JMO As i do not like crappy appliances with even crappier warranties.
    Apr 28, 2015. 09:43 AM | Likes Like |Link to Comment
  • Counting Down Greece's Final Moves [View article]
    The ECB "officially refuses to consider a Plan B" is what it should say. Unofficially, i have no doubt that they have had one for a while. Fools is something they are not but they do expect others to be. ;-)
    Apr 27, 2015. 10:44 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Week Of Central Bank Decisions [View article]
    How many years before they could prove smoking was bad for you?? And the effects of smoking were very obvious. Not having any "any proven negative outcomes" does not mean much.
    Apr 27, 2015. 10:38 AM | 4 Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Week Of Central Bank Decisions [View article]
    Yup - they are all at the very best "of unknown impact on human health" and more than likely bad for you.
    Apr 27, 2015. 10:35 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Markets Prepare For Week Of Central Bank Decisions [View article]
    Sugar and most of its natural cousins have been consumed by Humans for 1000's of years - you know what the effects are, no and ifs or buts. The chemical replacements used in many cases do not have even 10 years of history to back them as such the effects on humans are largely unknown.
    The reality is that if you are worried about caloric intake, their are no good substitutes to exercise and limiting what you eat. if you are thirsty and have had your limit for caloric drinks for the day, water is as good as it gets!
    Apr 27, 2015. 10:32 AM | 4 Likes Like |Link to Comment
  • Vale extends gains amid new iron ore bull market [View news story]

    Looks like the talking heads just got walloped on the side off the noggin again!!From a bear to a bull market in iron ore in no time flat!!!!!LMAO
    Apr 24, 2015. 02:48 PM | 6 Likes Like |Link to Comment
  • TransCanada asks U.S. for new pipeline amid Keystone XL delay [View news story]
    This line would move American crude to Canadian refineries. Lets see what excuse Obama can come up on this one.
    Apr 24, 2015. 02:45 PM | 3 Likes Like |Link to Comment
  • Wall Street Breakfast: Tech Earnings Dominate Headlines; Nasdaq Breaks Record [View article]
    Since all he would amount to is entertainment which you can get out of watching sitcoms, I would not pay 50 cents to see him but that's only my opinion. I am also not in a position where i have to attend events like that so that I can be with the right crowd to try and further my own interests which is what a lot of these events are really all about. you do have to call a spade a spade as I like to say. ;-)
    Apr 24, 2015. 10:37 AM | 2 Likes Like |Link to Comment
  • Bank of Mom and Dad Expected to Fund Nearly Half of Upsizers and First-Time Buyers: BMO Report [View article]
    All this does is shows the sad state of affairs that our economy and society in general is in. The new generation has less than the old generation which is the exact opposite of the way it used to be. This does not spell good things for future generations.
    Apr 23, 2015. 11:44 AM | Likes Like |Link to Comment
  • Wall Street Breakfast: Where's The Value These Days? [View article]
    I suspect that a lot of these people are finding out what the total cost of ownership of an electric vehicle really is and its not pretty. Theirs a lot more to cost of ownership than fuel costs such as initial purchase price, maintenance costs, repair costs, insurance, reliability and resale value. With the exception of fuel costs, my understanding is that electric vehicle's come out on the bottom by a wide margin in most other categories.
    This leads to another question of governments sticking their noses to far into areas that they really should not be in. When things like electric vehicles and green energy really do start to make sense, the market will embrace them and move them forward without a lot of if any government intervention. While I have no issues with governments promoting certain shifts including the shift to green and alternative energy, I do think that they at times go to far and the detriment of the tax payer and the consumer. Energy is a classic example and the government needs to figure out that American ingenuity and American drive will solve most problems if only government got out of the way. America went from running out of oil and gas to having lots all on American Ingenuity and Drive despite the government. The Obama administration is as bad as I have ever seen in this respect.

    JMO
    Apr 23, 2015. 10:22 AM | 9 Likes Like |Link to Comment
  • Greece Is The Word [View article]
    With Greece and the whole EEC, you really do have to call a spade a spade!! Reality is that if a small and what should be economically a relatively insignificant part of the EEC (2%) can cause this much concern, then you really got to question the viability of the whole kitten caboodle here. In relative terms when comparing it to American, it would be even less than the equivalent of the smallest state economy (GDP Wise) getting in way over their heads and the FEDs having to bail them out and a restructuring to allow them to pay the bills. - A few ripples but no f-ing big deal in the grander scheme of it all. If Europe can not deal with Greece quickly, then they have way bigger problems than Greece and the longer they take, the more this becomes apparent. I for one am tired of their BS! ;-)
    Apr 22, 2015. 02:38 PM | 1 Like Like |Link to Comment
  • BHP expansion slowdown sparks best one-day iron ore price jump since 2012 [View news story]
    The big 3 are pushing production costs down to of $20 - $30 per ton and so they are no where close to being unprofitable. For them its a little short term pain for a lot of long term gain.
    Apr 22, 2015. 12:08 PM | 3 Likes Like |Link to Comment
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