fran

Global Sector ETFs: Another Way to Tweak Your Portfolio

examples please! so we can appreciate your advice. without same, how are we to benefit from your experience. T. Lydon not likely in need of same. SA reference? subject?


On Nov 26 04:25 PM Indexor wrote:

> Tom:
>
> There was an excellent article on SA within the last week that covered
> many of the same trading problems that I've encountered, which caused
> me to drop both global and international sector ETFs from my radar.
> With the exception of the SPDR domestic sector ETFs, the Bid/Ask
> spreads are awful. And so is the lack of liquidity. Be careful with
> EM sectors, you could get burned badly.

Thomson Creek: A Closet Infrastructure and Growth Play

to maximize share value, company must find forms of diversification. i believe growth limited without this. my 4Q '08 buys were well rewarded. good management.

China’s Economy and ETFs Are at a Crossroads

you believe usa gov't data?


On Nov 22 02:28 PM farmerdoc wrote:

> But how do you trust China's data. I don't think we know how China
> is doing.

Fuel Systems Solutions: A Winner in the Alternative Fuels Industry

is thee a significant difference 'twix USA and off shore application environments--

dual fuel capable autos[CNG + diesel or gasoline]

fuel station infrastructure support[at the station as well generally available pipeline[e.g. new england]

fleet turnover rate vs OEM owner modification habits. OEM retail support
for auto owner confidence

proposed legislation will enhance truck based applications[vans to sixteen wheel]. but autos in USA may have bigger impediments

WHAT SAY YOU?

Bargains Still Abound in a Few Gold Miners

taseko[TGB/TKO] has similar potential site in BC.


On Nov 23 08:05 AM DormRoom wrote:

> The best Canadian gold play is Terrane Metals (TRXOF) (TRX.v). It
> has a definitive feasibility study indicating 6ml oz gold, 2.2. bln
> lbs copper, 68 mln oz silver. Capital expenditure is expected to
> be 900 million. It was granted provincial permits in Sept. Federal
> permits are expected in 1H10. GoldCorp controls 240 million shares,
> and may convert those share into a 40% JV interest, or buy them out.

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

europe had primarily coal to produce electricity, the masses could not afford an auto and lacked a "henry ford" opportunity?


On Nov 20 04:32 PM nakedjaybird wrote:

> Well John - how'd the Swiss get all their fine electrified transit
> systems, much more the rest of Europe?

Rapid Transition to Grid Enabled Vehicles Not Possible or Desirable

what do you mean by "CONTROL"?

in the world of commodities, WE don't control the vital one --COST/PRICE.

and general ACCESS/AVAILABILITY/SU... CHAIN is another weak hand.


On Nov 20 08:32 AM User 450850 wrote:

> Bulls Eye
>
> "Batteries are commodities, as are all of the raw materials that
> are used to make the batteries, motors and other components required
> for a GEV"
>
> If we wish to free ourselves from foreign oil, we need to find a
> commodity that we control, lithium is not one of them.

Chinese Wind Power Plant Coming to U.S. Soil

JL--

"...many of the component parts...from usa suppliers.." these statements say nothing of the production location of the higher skill, majority of value add labor hours to produce the final generator subassemblies.

e.g.-- GE is moving their turbine transmission production to china as well as are others [siemans, vesta] relocating high production hours to asia. without knowing production skills and hours base locations, little is known how or if usa workers are receiving equitable treatment. this is true for usa parts suppliers also. they may use off shore labor for highest labor content jobs also.

total truth requires the onion to be peeled completely by skill sets and total labor value add. only then will the benefit to usa laborers be known. could this APWR offer be for 25% or significantly less benefit to the people without jobs in ELKHART, IN.?

OR WHEREVER SUCH FINAL ASSEMBLY OCCURS.

Five Reasons China Is Not a Bubble

"better than we have"? over the past USA decade? who holds our debt? where do you live?


On Nov 16 09:35 PM Philip7 wrote:

> So China, which is an enormous, nondemocratic country with rampant
> corruption and basically a 20 year history of quasi-capitalism, has
> learned how to run an economy better than we have? I'm just asking.

Gold ETFs - Big Surprise at Tax Time

REYNOLD--

congratulations! you must be one of the rare investors to read a prospectus or have an advisor to do the same.


On Nov 18 11:24 AM Reynold wrote:

> Gold ETFs like GLD are taxed at the 28% "collectibles" rate, even
> if you hold long term.
>
> The Central GoldTrust of Canada (CEF) is structured as a gold holding
> trust. It holds audited physical gold in bank vaults. It does not
> promise to make physical distributions of gold under certain circumstances,
> as GLD does. Therefore it is not a "collectible". It qualifies as
> a Passive Foreign Investment Company with the IRS. You can therefore
> make a Qualified Electing Fund election by filing form 8621, a simple
> 1-page form. This allows you to receive standard capital gains treatment
> (15% long-term).
>
> Many investors hold gold ETF's in an IRA to escape the onerous taxation.
> With CEF you can hold some gold in a regular brokerage account without
> getting killed at tax time.
>
> Also, the auditing is much more transparent than that of GLD.

Gold ETFs - Big Surprise at Tax Time

where were you and others during the "TERM LIMITS" arguments a generation past? have you not seen the incumbants entrenched in position by state's GERRYMANDERING actions? are you a leader in reversing these items? if not, your words are hollow.


On Nov 17 08:41 PM Beach Bubba wrote:

> .....does anyone understand why the United States was created in
> the first place? Is not anyone outraged at this situation that will
> only get worse. We don't have to finance the lives of the "elected"
> aristocracy. How did we get back to this point? There must not be
> a single incumbent returned to his/her high office (or low).
>
> There is only one thing I respect about France....they had the balls
> in1789.
> ( en.wikipedia.org/wiki/... )

Gold ETFs - Big Surprise at Tax Time

WHAT OF CENTRAL FUND OF CANADA AND ITS SIBLINGS? CEF, GTU,SBT

Opportunities in the Wind Energy Value Chain

china is to be the NEXT SIGNIFICANT growth area for Vestas, both in application and manufacturing.


On Nov 11 04:31 PM wind4me wrote:

> Two other component companies I would have added would be Woodward
> Governor (WGOV) and Keydon (KDN),both USA companies that sell components
> to the Wind industry.
>
> of course U know my largest holding is (APWR) and I look for APWR
> to make news with the Obama China trip in 3 days! Vestas is building
> four new wind turbine plants here in Colorado making the USA the
> next Vestas growth market!

Van Eck's Highly Anticipated Market Vectors Junior Miners ETF Is Set for Its Debut

are there sufficient junior shares available to do anything else but an indirect representation? how else to sample junior world and provide liquidity?


On Nov 11 12:52 PM JeffDB wrote:

> On Nov 11 12:20 PM yellowhoard wrote:

Van Eck's Highly Anticipated Market Vectors Junior Miners ETF Is Set for Its Debut

web link?


On Nov 11 12:20 PM yellowhoard wrote:

> Update:
>
> Anyone interested in this fund should read Jeff Nielson's blog today.