fran

Time to Buy and Hold for Reflation: Four Promising Sectors

remember, in the end the drugs/medicines will be purchased, the coal will provide the electricty which will be purchased. the purchases made by the citizen who will take the hits via higher purchase cost and any growth in taxes. for the gov't has no money but ours. i don't know of any ready substitute for todays medicines/drugs or coal to fire 50% of our electricity. Obama can't legislate those changes in any near in timeframe. he can only make our lives cost more.


On Mar 03 06:38 AM basehitz wrote:

> Coal stocks were one of my primary interests until I heard this quote
> from Obama:
>
> Obama said "his policies would likely bankrupt the coal industry
> and make energy rates skyrocket "
>
> If you've seen the damage done to drug stocks and health insurers
> just on the threat of pending legislation, hard to imagine what he
> might do to the coal industry. I saw live footage of him talking
> about coal. He said he wouldn't ban it's use, but would tax it to
> bankrupt anyone who tried. I was shocked. We get half our electricity
> energy from coal. Not only would it damage the coal industry, utility
> rates would also go higher.
>
> Trying to outguess the radical changes being proposed is a game I
> don't want to play.

Cramer's Stop Trading - Peabody Is in Freefall (3/2/09)

remember, cramer is a person who has been hot and cold on geithner and bernanke several times over the past months. consistent focus and rationale have not been his most significant attributes. he is an entertainment after all, keeping ratings and sponsors $$$$$ is his objective for CNBC.


On Mar 03 09:06 AM Gravity404 wrote:

> Welcome to the boards, Alex, with a poignant observation of Mr Cramer's
> myopic focus on rating, but he does have a good point about your
> president (or I like to call him Carter Redux.)

Cramer's Stop Trading - Peabody Is in Freefall (3/2/09)

cramer must come up with a script every day for entertainment with a bit of psuedo-analysis thrown in. there is no consistent theme for him to sell, except neuroses. that's what you see. he made his fame on tv as showman during a powerful up market, which contained many themes from which to select. on the up side his schtick was easy. it is no longer so.
if you wish his type entertainment, watch but don't listen with an ear toward investment advice.

On Mar 03 09:00 AM Alex Bernstein wrote:

> Some times I invest my money taking advice from Cramer. However,
> I notice that he changing his mind from buy to sell and back to sell
> so often without regard to fundamentals, as in case on AeroVironment.
> The company continues to increase their earning, bringing new products
> and services almost every week to the degree that they had to hire
> many new employees. Therefore, Mr. Cramer your advice to sell good
> quality company stock would only hurt AeroVironment stock short term,
> but inevitably fundamentals of the company will speak louder than
> your advice. Mr. Cramer your actions are irresponsible!

Hedge Fund Tracking: Moore Capital Management (Louis Bacon), Q3 2008

would you place the same restrictions on all activities involving the probability of downward movement in value? you take all actions in life the same way? if you garden, would you cover/protect young tender seedlings from wind or cold? do you carry umbrella, jumper cables or other infrequently used devices when you leave home? you never use odds in your decision process?


On Dec 10 02:45 PM PNG wrote:

> I will make it my goal to write every member of Congress to introduce
> a bill to do away with "short" selling of stocks. It serves no purpose
> except to disrupt the market.
>
> You have people trying to build their 401 K and IRA funds just to
> be knocked down by big funds and high rolling investors. Some countries
> have outlawed the practice and it is going to be a growing trend.

Coal's Dark Days Are Over

i agree with F. Banks comments on coal. for longer than most think/hope, oil, nat gas, and coal will remain the energy staples for the economic world. ALTs in their various forms will be victims of capacity, money, time. environmental improvement through conservation and forms of user/provider efficiency are the most likely leverage points for our new economic paradigm.

Don't Burn That Coal Just Yet

my first buys of ACI/BTU were in '06. these prices are the best buys i've seen since. buy now and buy more if they drop lower. we'll be in high coal use, worldwide, for a loooooooong time.