fran's Comments

China’s Economy and ETFs Are at a Crossroads

Mon, 23 Nov 2009 10:07:45 -0500

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

Mon, 23 Nov 2009 08:52:24 -0500

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

Mon, 23 Nov 2009 08:18:39 -0500

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

Fri, 20 Nov 2009 20:39:15 -0500

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

Fri, 20 Nov 2009 12:25:12 -0500

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

Thu, 19 Nov 2009 10:17:07 -0500

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

Wed, 18 Nov 2009 13:41:08 -0500

"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

Wed, 18 Nov 2009 12:24:05 -0500

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

Wed, 18 Nov 2009 12:17:55 -0500

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

Wed, 18 Nov 2009 10:19:37 -0500

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

Opportunities in the Wind Energy Value Chain

Thu, 12 Nov 2009 08:43:45 -0500

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

Wed, 11 Nov 2009 19:44:22 -0500

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

Wed, 11 Nov 2009 19:34:26 -0500

web link?

On Nov 11 12:20 PM yellowhoard wrote:

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

Evergreen Solar Plans to Move U.S. Panel Production to China

Fri, 06 Nov 2009 15:27:47 -0500

the same type of idiots who claimed millions of new "green" jobs in the USA in last year's election and repeat the same litany now. new green belongs to europe and asia, not us.

On Nov 06 11:22 AM User 401033 wrote:

> More jobs sent off-shore. Didn't they just spend millions building
> that plant? Who are the idiots running that company?

Nissan Hopes to Make the Price of Owning Electric and Gas Cars Equal

Sun, 25 Oct 2009 12:38:56 -0400

if the global price of oil does not change, it may be difficult to drop gasoline price?

On Oct 25 11:05 AM a. palmer jr. wrote:

> It's possible that if we get enough electric cars on the road that
> the gasoline prices will drop enough that we can once again afford
> to drive our gassers.

Not a Drop to Drink: Three ETFs for Future Global Water Shortages

Sat, 24 Oct 2009 19:18:06 -0400

WRONG!!! YOU KNOW THE TRUTH, ELSE CHINA WOULD NOT HAVE SUCH ISSUES WITH DALAI LAMA SUPPORT IN THE GLOBAL POLITIC. TIBET IS A POST WWll OCCUPATION..

On Oct 23 02:16 PM John A wrote:

> Why do you say "Tibet land grab" when Tibet has been part of China
> for thousands of years. Read your history.

Not a Drop to Drink: Three ETFs for Future Global Water Shortages

Sat, 24 Oct 2009 19:05:02 -0400

T. BOONE PICKENS OWNS THESE WATER RIGHTS IN TEXAS. HE ALSO HAS A BIG STAKE IN CLNE. BUT THESE ARE SEPERATE ENTITIES.

On Oct 23 07:01 AM Freya wrote:

> Wow, I thought I was going to have to stick in my 2 bits on HYFXF
> but you already have it. Someone mentioned that CLNE has Water Rights
> to a big Aquifer in Texas, Houston, but not positive since I did
> not look into it. Pres. of AWK was on either CNBC or Bloomberg, He's
> in your camp.
>
> How soon we have forgotten Georgia's little water plight of a few
> years ago.

Brazil Gets a Little Nutty: Investment Survival in Emerging Markets

Thu, 22 Oct 2009 09:49:32 -0400

please list the criteria for "banana republic" qualification. then see if any country in N. America comes close. please share your analysis here on SA.

On Oct 21 12:20 PM Angel Martin wrote:

> A timely warning to those that think that the US is poor place to
> invest compared to emerging markets.
>
> The best predictor of the future is past behavior. There is just
> a lot of political risk when one invests in the "bananna republics".
>
> Look for

How the Copenhagen Climate Treaty Will Affect Equity Markets

Wed, 21 Oct 2009 11:51:09 -0400

mr. shaw and others--

should such a treaty gain USA approval, will it be as successful[worldwide] as OUR non proliferation treaty for nuclear weapons? should we expect better compliance? how will it be enforced?

i believe history sends a message to us here in the USA. we should not "screw ourselves to the wall" in the belief that other's national interests will reflect our own. CAVEAT EMPTOR!!

How the Copenhagen Climate Treaty Will Affect Equity Markets

Wed, 21 Oct 2009 11:24:44 -0400

which companies would you propose and why? would one be better off in similar industries based outside the USA? MIGHT THESE BE MORE COMPETITIVE GIVEN THE SUBSTANCE OF THIS ARTICLE?

On Oct 21 08:26 AM The Green Investor wrote:

> Thank you for listing all the reasons why climate legislation might
> be bad for the United States.
>
> I am surprised your list of "logical investment responses" does not
> include investing in alternative and renewable energy companies where
> the U.S. and investors stand to benefit greatly from such climate
> legislation.

Natural Gas and the Potential for Change

Tue, 20 Oct 2009 08:54:45 -0400

the gov't does thru current tax incentives for individuals, plus local utilities add more. these primarily in areas supplied with nat gas. further incentives contained in HR offered by rep Boren et.al. are you aware? if not,search and read. then contact your USA reps for action. show your personal interest thru action!

you have not been reading or acting on the many SA articles on NG? for shame.

On Oct 20 03:03 AM Roger Knights wrote:

> If the gov't encouraged conversion of home heating to natural gas,
> and encouraged pipeline building, this would help more than trying
> to convert the auto fleet. Only trucks are bulky enough to hold a
> tank of compressed gas and to do so in a large space that won't be
> ruptured in a collision.

Why Frontier Market ETFs May Be the Next Big Thing

Mon, 19 Oct 2009 16:12:21 -0400

try it and report back. if you've the time and money

On Oct 18 09:04 PM Bob Mayo wrote:

> Interesting. According to Wikipedia, MSCI classifies 23 countries
> as developed markets, 22 as emerging markets, and 29 as frontier
> markets. Wikipedia also lists a total of 203 sovereign states in
> the world. That leaves 129 countries that are not on investor's radar.
>
>
> This makes me wonder if buying a plane ticket, renting a LandCruiser,
> and doing a Jim Rogers adventure-capitalist thing would be profitable.

The U.S. Dollar and Oil: Is an Endgame Near?

Wed, 07 Oct 2009 12:20:56 -0400

the nation's problem is excessive debt and there is no solution to this on the horizon. we will live with a worsening status until default occurs or the debt is corrected through our own fiscal discipline. we could afford a $trillion/year in oil.etc. if we had not placed ourselves in jeopardy through years of fiscal delusion and self indulgence as policy.

the worth and credibility of the US dollar reflects us and our national standards. we are the problem, not our choice of energy.

if energy source were our BIG problem, it would be settled quickly and easily.

Rio 2016: Using ETFs to Play Brazil's Olympic Win

Sun, 04 Oct 2009 09:51:19 -0400

no.

On Oct 03 05:05 PM mals wrote:

> You have listed five ETFs. Is there one fund that captures all of
> the components of the five ETFs?

Energy Myths for the 21st Century

Wed, 30 Sep 2009 15:56:47 -0400

yes, EROEI will reign. as Robert Bryce among others has said--"...... we'll need all forms of available....". commodity tradeoffs will be our savior , only if we are wise in that application of ALL commodity types.

On Sep 30 10:52 AM John Petersen wrote:

> I've always hated debating peak oil issues because there are so many
> different theories and so many things we simply don't know, like
> where did Brazil's sub-salt oil come from and why do the salt domes
> of the gulf coast appear to be recharging themselves. In the end
> I think it's easier to think in terms of "peak cheap oil" because
> that's an event you can date in the late 90s and we're never going
> back to the $0.249 gasoline of my youth.

The Developing World Takes Over

Wed, 30 Sep 2009 12:52:39 -0400

what pray tell would you recommend we do? what will you do/are doing?

what action before this tyrant is reappointed for another term?

are the BANKERS and POLS in bed/in agreement on this? shall we reappoint Paul Volcker? we rejected Ron Paul! where is Art Laffer when needed? how about the CLUB of ROME or the COMMITTEE of 300?
WILL YOU LEAD THE NEXT TEA PARTY? WERE YOU THERE AT THE LAST?

On Sep 30 11:22 AM conceptwizard wrote:

> 'I believe that banking institutions are more dangerous to our liberties
> than standing armies. If the American people ever allow private banks
> to control the issue of their currency, first by inflation, then
> by deflation, the banks and corporations that will grow up around
> the banks will deprive the people of all property until their children
> wake-up homeless on the continent their fathers conquered..' Thomas
> Jefferson, (1743-1826), 3rd US President, 1802
>
> Why not ask yourself "who does Benanke answer to"? The FED is not
> owned by the Government, but controlled by the Bank of International
> Settlement", as are all central banks.
>
> Does he answer to Congress--- No, he wont do anything they ask.
Does
> he answer to the President----NO
> Does he answer to little Tim Geithner---No
>
> So who then? is he on his own? what gives him the authority?
>
> I for one have major concerns that the FED has no mandate to protect
> the American public. Its plain who they favor.
> We as taxpayers pay interest on the money that he is printing with
> no oversight or controls in place, what has to happen before people
> wake up to the fact that we have no control over our destiny.

The Developing World Takes Over

Wed, 30 Sep 2009 10:33:31 -0400

the comments/reasoning makes one wonder-- whence went observation of world occurrences[do we see/understand today's reality?].

- the global history and nature of mankind has not changed[those without will be more aggressive to "get" than those that "have"]. has this history escaped us? how and why did we in this country get to where we are?

THE WORLD MOVES ON!

The Developing World Takes Over

Wed, 30 Sep 2009 10:04:42 -0400

pray tell--

WHO/WHERE IS THE MASTER PLANNER?

On Sep 29 06:07 PM conceptwizard wrote:

> You say to yourself how could this happen? It didn’t just happen
> it was planned that way to force the world’s inhabitants to accept
> world government. Zero interest rates guarantees the destruction
> of new capital formation as money runs to asset accumulation or preservation
> of wealth.

The Need for a New Security in Rare Metals New Production

Thu, 24 Sep 2009 09:25:06 -0400

YOUR POINTS ARE VALID FOR ANY PATH TO ECONOMIC GROWTH[GREEN OR WHATEVER].

OUR DAYS OF GROWTH BY SHEER SIZE/VOLUME AND GOOD LUCK HAVE ENDED. WE MUST NOW THINK OUR WAY FORWARD TO BE ECONOMICALLY STRONG AND COMPETETIVE. AND MOST IMPORTANT, ACHIEVE HIGH DEGREES OF SUSTAINABILITY, INTELLIGENCE AND FORWARD PLANNING.

THIS HAS PLACED US INTO NOVEL, UNCHARTERED DIMENSIONS.

Want to Own Silver? Forget About SLV

Thu, 17 Sep 2009 09:32:09 -0400

CEF is a closed ended fund with unencumbered bullion in vaults. it is none the less a paper asset, tradable as many other stocks. CEF is the direct owner of bullion vs SLV, GLD which claim ownership through other agents[encumbered?]

DID YOU READ/UNDERSTAND PROSPECTUS?

On Sep 17 08:17 AM john1940 wrote:

> Is gold the same? I've used CEF because I thought they held bullion
> in the same amount as their stock issued. Now I wonder about GLD.
> Have to do more work.