hermanbrut's Comments hermanbrut's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/64811/comments Louis James on 'Best of the Best' Metal Miners http://seekingalpha.com/article/174043-louis-james-on-best-of-the-best-metal-miners?source=feed#comment-767390 767390 Only a guy born with a silver spoon in his mouth would think this. If we sink this low, your gold will be worthless.]]> Thu, 19 Nov 2009 11:27:26 -0500 Only a guy born with a silver spoon in his mouth would think this. If we sink this low, your gold will be worthless.]]> Holiday Price War Dooms Most U.S. Retailers http://seekingalpha.com/article/170713-holiday-price-war-dooms-most-u-s-retailers?source=feed#comment-742147 742147 "Hope" and "Change" speeches are not enough.
Greed will always be the prime motivator of capitalism. That's OK.
But greed must be regulated by our government for the greater good. Let's hope our elected officials have the spine to do so.]]>
Tue, 03 Nov 2009 09:28:58 -0500 "Hope" and "Change" speeches are not enough.
Greed will always be the prime motivator of capitalism. That's OK.
But greed must be regulated by our government for the greater good. Let's hope our elected officials have the spine to do so.]]>
VW as a Home Energy Provider http://seekingalpha.com/article/166085-vw-as-a-home-energy-provider?source=feed#comment-714009 714009 But the mechanical engine of the generator is the negative. Would require lots of upkeep.
Fuel cells are a more efficient way to go.
Tried in Alaska:
www.fngas.com/fuelcell...]]>
Tue, 13 Oct 2009 12:43:26 -0400 But the mechanical engine of the generator is the negative. Would require lots of upkeep.
Fuel cells are a more efficient way to go.
Tried in Alaska:
www.fngas.com/fuelcell...]]>
The Dollar and the Carry Trade, Simplified http://seekingalpha.com/article/162254-the-dollar-and-the-carry-trade-simplified?source=feed#comment-683461 683461 Sat, 19 Sep 2009 10:50:36 -0400 Reading Market Volume Flow http://seekingalpha.com/article/161854-reading-market-volume-flow?source=feed#comment-680505 680505
A better math model for predictions, implied by Brett's article, may be to look at changes in the function y= (price)X(volume).
Just a thought.]]>
Thu, 17 Sep 2009 09:23:06 -0400
A better math model for predictions, implied by Brett's article, may be to look at changes in the function y= (price)X(volume).
Just a thought.]]>
Australia’s ETF: A Developed Market Worth a Look? http://seekingalpha.com/article/161320-australias-etf-a-developed-market-worth-a-look?source=feed#comment-675395 675395 Sounds great to me.
If only the US could be so fortunate.
What am I missing?]]>
Mon, 14 Sep 2009 07:14:06 -0400 Sounds great to me.
If only the US could be so fortunate.
What am I missing?]]>
Bending the Curve: Redefining Health Insurance http://seekingalpha.com/article/159800-bending-the-curve-redefining-health-insurance?source=feed#comment-661766 661766
This article is right on. We must have universal health care in some form. The well-being and survival of the US depends on action now. We can't afford the current system.]]>
Fri, 04 Sep 2009 10:41:12 -0400
This article is right on. We must have universal health care in some form. The well-being and survival of the US depends on action now. We can't afford the current system.]]>
Why So Angry About Healthcare? http://seekingalpha.com/article/155607-why-so-angry-about-healthcare?source=feed#comment-626337 626337 To bad these nutcases are now the face of the Republican party.
Grr. Now that makes me angry.]]>
Wed, 12 Aug 2009 08:58:31 -0400 To bad these nutcases are now the face of the Republican party.
Grr. Now that makes me angry.]]>
Could There Actually Be Another Reason Why Oil Prices Are Falling? http://seekingalpha.com/article/148250-could-there-actually-be-another-reason-why-oil-prices-are-falling?source=feed#comment-584840 584840
Don't you believe in a free market? If so, then why would you not want supply and demand to determine prices, instead of market manipulators?

Capitalism without regulation is like playing football without rules, or running the US government without paying attention to the Constitution.

Do you really think the oil price spike in 2008 was caused by supply and demand? READ THE ARTICLE!


On Jul 12 02:06 PM Gadz wrote:

> What about real estate? People buying and selling madly in that market
> drives prices up beyond the normal. Nobody complains when that is
> happening and nobody wants to curb it. Why should oil be any different?
> If we're going to regulate oil, we might as well regulate everything
> else too, because everyday people buy things as a hedge against future
> price increases or in the expectation that it will rise in value
> and bring them a profit..it's called capitalism.]]>
Sun, 12 Jul 2009 17:02:36 -0400
Don't you believe in a free market? If so, then why would you not want supply and demand to determine prices, instead of market manipulators?

Capitalism without regulation is like playing football without rules, or running the US government without paying attention to the Constitution.

Do you really think the oil price spike in 2008 was caused by supply and demand? READ THE ARTICLE!


On Jul 12 02:06 PM Gadz wrote:

> What about real estate? People buying and selling madly in that market
> drives prices up beyond the normal. Nobody complains when that is
> happening and nobody wants to curb it. Why should oil be any different?
> If we're going to regulate oil, we might as well regulate everything
> else too, because everyday people buy things as a hedge against future
> price increases or in the expectation that it will rise in value
> and bring them a profit..it's called capitalism.]]>
Could There Actually Be Another Reason Why Oil Prices Are Falling? http://seekingalpha.com/article/148250-could-there-actually-be-another-reason-why-oil-prices-are-falling?source=feed#comment-584513 584513
What this article is discussing is the need for transparency about who is trading oil futures. When hedge funds, etc., are able to purchase large futures contracts without disclosing their buying and selling, the market price can be easily manipulated by a few large players. (recall the Hunt brothers trying to corner the silver market back in the 70's)

Especially read pages 13 to 15. The speculators- 4 or 5 large players- caused the price to rise and fall in 2008, not supply and demand. Without regulation requiring these players to disclose their positions, we small guys will never know whether prices are being determined by big market players or REAL supply and demand.

Some folks who really want a free market here seem to be having a knee-jerk reaction to the word "regulation" without understanding what needs to be regulated.]]>
Sun, 12 Jul 2009 12:58:43 -0400
What this article is discussing is the need for transparency about who is trading oil futures. When hedge funds, etc., are able to purchase large futures contracts without disclosing their buying and selling, the market price can be easily manipulated by a few large players. (recall the Hunt brothers trying to corner the silver market back in the 70's)

Especially read pages 13 to 15. The speculators- 4 or 5 large players- caused the price to rise and fall in 2008, not supply and demand. Without regulation requiring these players to disclose their positions, we small guys will never know whether prices are being determined by big market players or REAL supply and demand.

Some folks who really want a free market here seem to be having a knee-jerk reaction to the word "regulation" without understanding what needs to be regulated.]]>
Could There Actually Be Another Reason Why Oil Prices Are Falling? http://seekingalpha.com/article/148250-could-there-actually-be-another-reason-why-oil-prices-are-falling?source=feed#comment-584185 584185 Does any rational person really think that cash-strapped economies like Venezuela and Iraq will withhold supply so prices for Saudis will go up?
And demand? China consumers aren't going to buy Hummers either.
Lower oil prices will be good for everyone except the speculators.
Buy DUG.
But then again, hey, what do I know? I'm just a simple, small-time investor trying to think for myself.]]>
Sun, 12 Jul 2009 09:04:28 -0400 Does any rational person really think that cash-strapped economies like Venezuela and Iraq will withhold supply so prices for Saudis will go up?
And demand? China consumers aren't going to buy Hummers either.
Lower oil prices will be good for everyone except the speculators.
Buy DUG.
But then again, hey, what do I know? I'm just a simple, small-time investor trying to think for myself.]]>
I Left My Fat Paycheck in San Francisco http://seekingalpha.com/article/140462-i-left-my-fat-paycheck-in-san-francisco?source=feed#comment-525013 525013 WhatsamataU? Can't find a feminazi girlfriend to beat up?
Why don't you guys get a life?]]>
Sun, 31 May 2009 10:03:54 -0400 WhatsamataU? Can't find a feminazi girlfriend to beat up?
Why don't you guys get a life?]]>
Google's Checkmate Was Three Moves Ago http://seekingalpha.com/article/94240-google-s-checkmate-was-three-moves-ago?source=feed#comment-247457 247457 GEOY) does. Google only contracted with Geoeye to use the satellite for Google Earth and Maps before its launch.

The US government regulates the use and sale of the images. As of now, the highest resolution images can be used only by the US military.

So, re "Big Brother," it's the US government we need to watch out for, not Google. All of you who were around in the '60's know what can happen. God help us if we get a new moose-killing "Decider" and a pseudo-maverick "stay the course" guy in office. If they get elected, better stay out of your hot tubs!]]>
Sun, 07 Sep 2008 11:28:51 -0400 GEOY) does. Google only contracted with Geoeye to use the satellite for Google Earth and Maps before its launch.

The US government regulates the use and sale of the images. As of now, the highest resolution images can be used only by the US military.

So, re "Big Brother," it's the US government we need to watch out for, not Google. All of you who were around in the '60's know what can happen. God help us if we get a new moose-killing "Decider" and a pseudo-maverick "stay the course" guy in office. If they get elected, better stay out of your hot tubs!]]>
GeoEye-1 Launched Successfully http://seekingalpha.com/article/94202-geoeye-1-launched-successfully?source=feed#comment-247356 247356
With stocks in today's market it's important to look at possible downside.
Between now and final certification, what might happen to GeoEye to cause the company to lose value?

• The satellite isn't going to fall out of orbit.
• Past accounting problems are now resolved.
• Likely there will be little negative news during the certification process.
• The demand for shares by those who have shorted to hedge their bet on the launch may cause price to rise rapidly over the next month.
• Looking ahead, revenues are expected to grow quickly.
• Any adverse geo-political events will only make GeoEye's services more valuable.

So for the next month or two, I see virtually no chance for GeoEye to lose value.
What's not to like? I think it makes no sense to sell shares now. ]]>
Sun, 07 Sep 2008 09:13:55 -0400
With stocks in today's market it's important to look at possible downside.
Between now and final certification, what might happen to GeoEye to cause the company to lose value?

• The satellite isn't going to fall out of orbit.
• Past accounting problems are now resolved.
• Likely there will be little negative news during the certification process.
• The demand for shares by those who have shorted to hedge their bet on the launch may cause price to rise rapidly over the next month.
• Looking ahead, revenues are expected to grow quickly.
• Any adverse geo-political events will only make GeoEye's services more valuable.

So for the next month or two, I see virtually no chance for GeoEye to lose value.
What's not to like? I think it makes no sense to sell shares now. ]]>
Bullish Sentiment Trend Continues Lower http://seekingalpha.com/article/90047-bullish-sentiment-trend-continues-lower?source=feed#comment-226764 226764 My knowledge base isn't sufficient to form an opinion.
Will the recent drop in oil bolster bullishness?
Or is all this data just BS?]]>
Sat, 09 Aug 2008 12:03:41 -0400 My knowledge base isn't sufficient to form an opinion.
Will the recent drop in oil bolster bullishness?
Or is all this data just BS?]]>
How Low Can This Market Go? The 40 Percent Solution http://seekingalpha.com/article/84626-how-low-can-this-market-go-the-40-percent-solution?source=feed#comment-203948 203948 Re housing, people have to live somewhere, so rents are going up. When rents exceed the cost of mortgage payments, housing will go back up.
Also, the world economy is all interconnected and, overall, is growing. When we are paying $150 a barrel for oil, someone is getting $150 a barrel for oil. So buy stocks in the middle east or Brazil.
We in the US have had it good for quite a while. It's time for us to get a much broader world outlook. Much of the "third world" is just starting to prosper and if we get some decent political leadership, that will be good for us, too. ]]>
Sat, 12 Jul 2008 20:46:44 -0400 Re housing, people have to live somewhere, so rents are going up. When rents exceed the cost of mortgage payments, housing will go back up.
Also, the world economy is all interconnected and, overall, is growing. When we are paying $150 a barrel for oil, someone is getting $150 a barrel for oil. So buy stocks in the middle east or Brazil.
We in the US have had it good for quite a while. It's time for us to get a much broader world outlook. Much of the "third world" is just starting to prosper and if we get some decent political leadership, that will be good for us, too. ]]>
Can Big Oil Balance Shareholder Interest Against National Interest? http://seekingalpha.com/article/84066-can-big-oil-balance-shareholder-interest-against-national-interest?source=feed#comment-200979 200979 US should tax imported oil because it would
-encourage US oil companies to drill on the many leases they already have here.
-raise money for tax credits in investment in alternative energy.
And vilcam's data on the profitable and oil-rich companies sponsored by governments shoots holes in the "logic" of the idiots spouting the free market rush limboisms. I can't believe they they think expensive oil is good and the US would benefit by a depression. They must not have any grandchildren.

]]>
Tue, 08 Jul 2008 18:30:37 -0400 US should tax imported oil because it would
-encourage US oil companies to drill on the many leases they already have here.
-raise money for tax credits in investment in alternative energy.
And vilcam's data on the profitable and oil-rich companies sponsored by governments shoots holes in the "logic" of the idiots spouting the free market rush limboisms. I can't believe they they think expensive oil is good and the US would benefit by a depression. They must not have any grandchildren.

]]>
Goldman Sachs, Merchant of Gloom? http://seekingalpha.com/article/83032-goldman-sachs-merchant-of-gloom?source=feed#comment-195051 195051 1. Short a bunch of stocks using unregulated hedge funds.
2. Keep predicting higher and higher prices for oil until your predictions get up to even $200 causing market to tank
3. Put "sell" recommendations on a lot of big time stocks
4. Do this before November before the political climate might change
5. When market tanks, maybe by August, cover your, opps I mean the hedge funds, shorts
GS probably hasn't thought of this strategy, right?

]]>
Sun, 29 Jun 2008 08:10:03 -0400 1. Short a bunch of stocks using unregulated hedge funds.
2. Keep predicting higher and higher prices for oil until your predictions get up to even $200 causing market to tank
3. Put "sell" recommendations on a lot of big time stocks
4. Do this before November before the political climate might change
5. When market tanks, maybe by August, cover your, opps I mean the hedge funds, shorts
GS probably hasn't thought of this strategy, right?

]]>
Drybulk Shipping: Prepare for a New Record High http://seekingalpha.com/article/82973-drybulk-shipping-prepare-for-a-new-record-high?source=feed#comment-193968 193968
Also, the shortage and increases in prices of steel is driving up the cost of new ships. The dividend-paying stocks in this sector are looking good right now.]]>
Fri, 27 Jun 2008 08:28:27 -0400
Also, the shortage and increases in prices of steel is driving up the cost of new ships. The dividend-paying stocks in this sector are looking good right now.]]>
Pfizer: Low Expectations Make Great Investments http://seekingalpha.com/article/81789-pfizer-low-expectations-make-great-investments?source=feed#comment-187557 187557 But with $11 billion net cash ($28 billion cash—$17 billion debt), why can't Pfizer just buy several companies that have new blockbuster drugs in the pipeline? They have a couple years to do this before their own drugs go off-patent. I think they are waiting and watching right now.
What's wrong with my thinking?]]>
Wed, 18 Jun 2008 08:49:27 -0400 But with $11 billion net cash ($28 billion cash—$17 billion debt), why can't Pfizer just buy several companies that have new blockbuster drugs in the pipeline? They have a couple years to do this before their own drugs go off-patent. I think they are waiting and watching right now.
What's wrong with my thinking?]]>
Raw Data Report: Cell Phones http://seekingalpha.com/article/81770-raw-data-report-cell-phones?source=feed#comment-187547 187547 Wed, 18 Jun 2008 08:37:54 -0400 Intuitive Surgical Saved by the Bell http://seekingalpha.com/article/78752-intuitive-surgical-saved-by-the-bell?source=feed#comment-173589 173589 biz.yahoo.com/prnews/0...)
These two companies have a lot in common:
1) Both provide better results for patients including shorter hospital stays.
2) Both have wider applications than what they were originally intended.
3) In the long run both save hospitals and doctors time and money.
4) Both make money both by selling not only the original equipment but also a lot more consumables for each operation performed. (As opposed to ARAY, whose income mainly comes by one-time sale of machines and a bit more for updated software.)

CRDC recently released data for its PAS-Port® Proximal Anastomosis System which met or exceeded FDA trial requirements and should get approval in August. (biz.yahoo.com/prnews/0...)
Right now the stock is selling at a bargain price. And yes, I do own CRDC stock myself!]]>
Sun, 25 May 2008 13:17:47 -0400 biz.yahoo.com/prnews/0...)
These two companies have a lot in common:
1) Both provide better results for patients including shorter hospital stays.
2) Both have wider applications than what they were originally intended.
3) In the long run both save hospitals and doctors time and money.
4) Both make money both by selling not only the original equipment but also a lot more consumables for each operation performed. (As opposed to ARAY, whose income mainly comes by one-time sale of machines and a bit more for updated software.)

CRDC recently released data for its PAS-Port® Proximal Anastomosis System which met or exceeded FDA trial requirements and should get approval in August. (biz.yahoo.com/prnews/0...)
Right now the stock is selling at a bargain price. And yes, I do own CRDC stock myself!]]>
KHD Humboldt Wedag: Continued Strong Growth; Tremendous Future Ahead http://seekingalpha.com/article/77717-khd-humboldt-wedag-continued-strong-growth-tremendous-future-ahead?source=feed#comment-169597 169597 Also KHD equipment produces cement cheaper and cleaner than old plants. I recommend you look at their website. ]]> Sun, 18 May 2008 09:30:43 -0400 Also KHD equipment produces cement cheaper and cleaner than old plants. I recommend you look at their website. ]]> Nanosphere Will be a Big Winner http://seekingalpha.com/article/69329-nanosphere-will-be-a-big-winner?source=feed#comment-145957 145957 And what is your motivation? Why are you trying to "save" us from wasting our money investing in NSPH? ]]> Sun, 06 Apr 2008 12:10:41 -0400 And what is your motivation? Why are you trying to "save" us from wasting our money investing in NSPH? ]]> 6 Questions for Long Term Google Investors http://seekingalpha.com/article/68339-6-questions-for-long-term-google-investors?source=feed#comment-126868 126868 Why not MO, GE, DSX, or even SBLK currently paying 12.7%? A real $ payout is far better than "faith", especially in today's economy. ]]> Sat, 15 Mar 2008 12:13:30 -0400 Why not MO, GE, DSX, or even SBLK currently paying 12.7%? A real $ payout is far better than "faith", especially in today's economy. ]]> DRYS: Shipper of the Global Commodities Boom http://seekingalpha.com/article/65957-drys-shipper-of-the-global-commodities-boom?source=feed#comment-119566 119566 Wed, 27 Feb 2008 00:57:05 -0500