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citizenleung

citizenleung
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  • Utilities Must Adjust To Solar And Not The Other Way Around [View article]
    On a sunny, windy summer day, Germany produces some two thirds of it electricity needs via renewable sources. On these days, German utilities have to pay people to take the power they generate. Predictably, the stock prices of Germany's publicly traded utilities have been collapsing for years.

    Costa Rica has powered itself exclusively using renewable energy for months, and achieved this goal years ahead of schedule.

    The geography and mentality of the United States will keep American utilities going strong for quite a bit longer than in smaller countries, but some day in the future, they will experience similar fates.
    Apr 7, 2015. 11:11 AM | 4 Likes Like |Link to Comment
  • Luxottica: Competition Will Reduce Profitability, 30% Downside [View article]
    I've worn glasses for almost thirty years. I've worn both Luxottica frames and cheap frames. I know from experience that Luxottica's comfort, style, design, and materials are orders of magnitude better than the competition. The difference in quality is even more dramatic than Apple v. its competitors.

    If LUX falls, it will be because of overvaluation rather than insignificant players like Warby Parker.
    Mar 3, 2015. 11:39 AM | 4 Likes Like |Link to Comment
  • Predictable Fast Growing Healthcare Dividend Growth And Growth Stocks For Your Retirement Portfolios: Part 5 [View article]
    I'm up almost 100% on JNJ, NVS, and NVO, and well over 100% on BDX. I will stay long--probably forever. I was up over 100% on ABT and ABBV before I sold them last year. I've been stupidly in and out of GILD, or I would have been up well over 100% on that one, too. I've been back in GILD since $70, and will hold that one long-term, too.

    Who says that investing in mega-cap health care is not the way to go?
    Feb 5, 2015. 04:44 PM | 16 Likes Like |Link to Comment
  • Apple beats estimates, guides in-line [View news story]
    BlackBerry has rotten eggs.
    Jan 27, 2015. 05:06 PM | 8 Likes Like |Link to Comment
  • Kinder Morgan DCF continues to climb, but $3B purchase sends shares lower [View news story]
    I bet the $3B purchase had everything to do with Hamm needing some cash to pay his ex.
    Jan 22, 2015. 12:20 AM | 3 Likes Like |Link to Comment
  • Kinder Morgan DCF continues to climb, but $3B purchase sends shares lower [View news story]
    When KMI promised that it will deliver a $2.00 dividend, it meant that it plans for the Q4 dividend to be $0.50 ($0.50 x 4 = $2.00)--not that the four dividend payments will total $2.00.

    I have been long KMI for several years, and this is how it interprets its dividend forecast.
    Jan 22, 2015. 12:16 AM | 1 Like Like |Link to Comment
  • The world according to Mel: CBS-Time Warner the natural merger [View news story]
    That would bring HBO and Showtime under one roof.

    Maybe Viacom, Discovery, Netflix, Fox, and Amazon will fight over Showtime.
    Jan 8, 2015. 11:31 AM | 1 Like Like |Link to Comment
  • Jennifer Warren Positions For 2015: Finding Energy Innovators And Problem Solvers [View article]
    Your comment is short-sighted. The price of oil will be low until it is high again. It might not happen this year or next year, but it will happen. What then?

    Germany has put in so much solar and wind that on sunny, windy, summer days, traditional utilities have to pay people to use the power they generate. Relying on alternative energies to be a significant contributor is no longer a cost-prohibitive dream.
    Jan 6, 2015. 10:31 AM | 1 Like Like |Link to Comment
  • Visa Can Outperform MasterCard Again In 2015 [View article]
    No need to choose-- just buy both.

    Long V and MA.
    Dec 26, 2014. 08:09 PM | 3 Likes Like |Link to Comment
  • BRICs - Why The 'R' Should Never Have Been There [View article]
    China is not in a class of its own--it is merely the current large scale low-cost producer. China does not offer anything special or extra that and cannot be easily replaced by the likes of Vietnam, Indonesia, and hosts of countries in Africa.

    Long term, Brazil and India will be better than China. Any of them are and will be much better than Russia.
    Dec 26, 2014. 07:06 PM | Likes Like |Link to Comment
  • Russia orders next steps to stabilize ruble [View news story]
    Only some of the Cubans are upset. Mexicans, Puerto Ricans, Salvadorians, Dominicans, etc., etc., do not care about Cuba policy.
    Dec 23, 2014. 08:38 AM | Likes Like |Link to Comment
  • America's Key Role In The Downfall Of Oil Prices [View article]
    You sound like you and every one of your relatives work for a small, overleveraged shale E&P. If so, I (kind of) feel sorry for you. Meanwhile, in the real world, hundreds of millions more Americans will be helped by lower energy costs, as long as they last, then will be hurt by energy-related jobs losses.

    To equate subprime oil debt with subprime mortgages is laughable. The property market is orders of magnitude larger. No bailouts will be necessary here.

    By the way, I am long SLB, NOV, KMI, SU, and STO, and I have been catching the falling knives.
    Dec 17, 2014. 08:20 PM | 4 Likes Like |Link to Comment
  • Massive rate hike fails to halt ruble's slide [View news story]
    The worst part for Russia is that the vast majority of the ruble's drop has been due to oil's collapse. If the currency traders attack the ruble in a coordinated fashion, which becomes likelier in the face of desperate central bank action like yesterday's hike, then the pain might only be beginning.
    Dec 16, 2014. 08:16 AM | 1 Like Like |Link to Comment
  • CBS goes dark for Dish subscribers in major markets [View news story]
    Actually, the world would be a better place if FNC was pulled, but to each his own.
    Dec 6, 2014. 01:58 AM | 4 Likes Like |Link to Comment
  • China mulls ban on public smoking, tobacco ads [View news story]
    Breathing the air in Beijing is worse than smoking a cigarette.
    Nov 25, 2014. 08:12 AM | 9 Likes Like |Link to Comment
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