tresspass

Contemplating the Bull and Bear Case

we're in a recovery but none like ever before. the nature of the dynamics have changed, mainly a tectonic transfer of wealth to the leading players in the emerging so called 3rd world.

that's the wave you want to be on---whether thru those nations listed on our exchanges or thru the few remaining western countries that play in that playground.

5 Reasons to Sell TheStreet.com

very apt, very cool. YES. especially Kass.

Commercial Real Estate and REITs: Ticking Time Bomb?

Two of the REIT's specifically mentioned were in the health care sector. This is a sector that differentiates. Retail and office, admittedly, are sub-sectors I'm not terribly familiar with so I cannot comment with any authority, only anecdotally.

Driving down 2 routes I travel by every day, all I see is " for lease "
or " for sale " signs---some of which seemed to be thriving businesses merely a few months ago. So there's my " analysis."

Also anecdotally, I am in the health care business as well as several friends and acquaintances. The skinny is that skilled nursing homes, medical facilities of all kinds, nursing homes, stop in clinics are all busy and will be so in the foreseeable future.

We are living longer and the demographics are much too compelling not to view this sub-sector, i.e. HCP, HR, MPW, CRE going forward while consolidating while paying substantial dividends, not one which has been cut or modified in the last half year.

A distinction with a difference, here.

tresspass.

7 Dividend Stocks Increasing Cash Payouts

Timely article for the conservative " lay low in the fox hole " investor. These are, indeed, tumultuous times. Like a few mentioned above there are slightly ( at least in my playbook ) more aggressive dividend yielders with the unique virtue of obtaining some significant cap gains. We know who those culprits are. I'll name my own gang--just about every health care REIT ( usually 7%+ and PPS gradually growing---the baby boomers are on your side, here ); the niche players who are playing aggressively at the right time---blood pouring in the streets and all that---that's PSEC and a few mentioned by other posters.

Point being, it seems that though we're climbing out of the whole slowly, WE ARE CLIMBING OUT OF IT; imo, the best time to buy equities in the right sectors like the one's I mentioned above ( that's my call---do your own DD, duh. ) Here you have both cap gains and a steady income while waiting. Last week was an over reaction based on news we already knew was baked in ( the drum beat of 10% unemployment is a mantra we've been hearing for months---why the surprise; moreover, employment is the very last data point to rise in a recovery ). Chindia and emerging economies and even good 'ol Europe is flagging their recessions are over and are showing slow to moderate growth--well, it's a lot sooner than anybody thought.

I'm done. We're all pretty much astute folks around here--you can all extrapolate on your own.

tresspass

How Zevalin Is Helping Spectrum

Justin, you actually answered my query via your other article.

I've often posted on Yahoo similar thoughts to your own, re: weak hands and the impatient. No need to comment further about my theory that there is a huge short trap being engineered at this moment.

It will come without news or PR's; it'll strike like a bolt of blue.

trespass

How Zevalin Is Helping Spectrum

JH

I just read the brief comment cramer made and it was clear he had just a superficial understanding of SSPI. He only referred to the offering's less than stellar impact on the PPS. So what?

It's clear the stock is being gamed.

What say you on the latter?

tresspass--long the common and an assortment of calls.

China's Wind Energy Development Hits a Road Block

APWR is in the unique position of not only the design and construction of wind turbines but design and construction of the electric grid infrastructure that the author claims so lacks capacity.Further, that is the overwhelming revenue stream for APWR ( it's pps was hardly predicated on it's much smaller wind power segment ). Now that's a fairly envious spot to be in. APWR's run up in price was due to the grid build-out contracts it was knocking out of the ball park. Moreover, APWR still reaffirms it's earnings outlook for the remainder of their earnings year, which indicates strong growth in revenue and profit.

Why he did not mention that......one can only wonder or just ask him outright, which I do.

Mr. Schule, if he did do his research would have also mentioned that GE ( the firm he touts ) has partnered with APWR in wind turbine construction.If he did do his research he would know this also insulates APWR and gives them a leg up in the competition ( Mr. Schule , even in second tier journalistic venues as Alpha, you should still know you can't have it both ways. If you did do your research you would have added THAT into your "report." If you did do your "research," you committed the sin of omission.

That is an airplane that never takes off and if it does, crashes and burns.

The truth next time, please, would be appreciated.

trespass

Tata Motors: Value in India's Emerging Markets

Within a few measly years the NANO brand in Asia will be like the Kleenex branding in the west.

" Oh honey, can you pick up some NANO with the milk on your way home."

it will be the most ubiquitous automobile in Asia.

Why I Still Like Apple

as the economy begins to show more strength as it has been doing day by day sans job market ( which, imo, has already begun stabilizing ) watch for a much larger holidat buying season with the IPhone at the forefront; I can see Apple nearing $200 and splitting.

Think of the component makers that populate the IPhone. THERE is the real leverage.

AT&T: The iPhone's Achilles' Heel

What?:
"Apple no longer needs AT&T. Thanks to its huge success, it can dictate its own terms to other carriers now..."

If AT&T sucked, as you say, at service, the IPhone wouldn't have had the sales and support, then sales again ( because of the former )

That's having it both ways, with forked tongue.

I've had nothing but excellent service, response from AT&T as a U-verse customer. They are world class and that's why Apple's current quarter will have blow-out numbers. It's also the reason ---shameless plug coming up---why I have positions in TQNT because it has a lot of real estate in the IPhone. win-win-win.

More Bullishness for Oil Heading into 2010

one forgets that as one should not short a boring market ( which this one clearly is not ), one should not bet on the relative calm in the middle east continuing.

a friend of mine returning from business in Lebanon, then Jordan has been told and just plain senses, there is a calm , now, before a storm.
3 days of a closed straits of Hormuz and further degradation of Nigerian supplies is the sunami---not OPEC cuts , which, by the way always kick in again and deeper below $60.

No, I believe largely in the above article, primarily for the same reasons. I have no horses in this race any longer but plan to in August.

Cramer's Lightning Round - Peabody Is the Best of a Bad Coal Situation (7/15/09)

what's this guy on mind altering drugs? i like the guy but to make such sweeping generalizations about one of the key sectors of the world economy is , well, lazy.

TTM already, e.g., has deposits for 200,000--yes, 200, 000 of it's landmark NANO car which, across the board and world ,has had nothing but stellar reviews. Those cars are to be taken next month.
Gets 55MPG; seats 4 and is about to hit other markets other than India in late 2009.

In the US coming in 2011.

Hello. Cramer.

Splurge and hire a researcher.

America's Healthcare Problems Are Making It Less Competitive

James,

With all due respect, all I garnered from the article were lightly veiled innuendoes, mildly to more than mildly, critical re: Obama's heathcare initiatives. What was clearly apparent was finding fault with having the richest Americans shed a relatively miniscule amount of their wealth to , not only help their fellow citizens, but also save the system that, within a few years, pay for itself.

Although I did not come up with a comprehensive plan, I did point out some problems and solution s to wit: emergency room expense, lack of preventative care, law suit expense---all resolved with single payer and why.

I didn't see any straw man as I reread my response again.

Further, you are absolutely right on one score: I am angry.

Was the reiterated paragraph accurate? Yes it is. Your " don't take my word for it, etc...... " comment was a dare implying this component of paying for the initiatives were wrong. Am I wrong to have gathered that?

You didn't have any solutions at all in this article; however, you did delineate some of the problems accurately. Like another poster pointed out, why not just cut and paste them for another article where all of us interested in debating this issue have material to work with.

I know you are just as passionate about this topic as most of your followers are and I, for one, respect that. So I again, for one, look forward to some of your ideas for the big fix.

frank


On Jul 10 07:50 PM James Bibbings wrote:

> Dearest tresspass,
>
> So what you're saying is that this statement:
>
> "In a nutshell, the government is looking to tax those making higher
> wages to subsidize the care of those making lower wages. They want
> to do this in order to grant health insurance to everyone and create
> a public health care option. Don’t take my word for it though, read
> up on Barack Obama’s initial proposal and see for yourself."
>
> Is indeed accurate?
>
> All I see above is a field of straw man arguments, which is interesting
> to me since you haven't read any of my solutions. What is it about
> the truth that makes you think I am against you? What if next week
> I propose a 1 party system? You'll probably never know because you're
> too angry to even consider options beyond those which you have already
> accepted to be reasonable.

America's Healthcare Problems Are Making It Less Competitive

"In a nutshell, the government is looking to tax those making higher wages to subsidize the care of those making lower wages. They want to do this in order to grant health insurance to everyone and create a public health care option. Don’t take my word for it though, read up on Barack Obama’s initial proposal and see for yourself."

Gee, I like that idea. Anyone think Robin Hood was the bad guy? or was it the Sheriff of Nottingham?

What?..... you think the wealthy 2% who outright own 40+% of the assets in this country need third and fourth homes, 4 cars,a humvee ( i forgot the Land Rover, almost ), the third peal necklace for their daughter; 6th ruby, emerald, diamond whatever for their wives?

What's is your problem? Wealthy enough to afford health care or by extension let those without, get sick and die because you don't give a sh*t? Do you understand that process at all? It's really quite simple to understand if you dare go there.

My friend, this is coming to the point that if you and your cadres don't give a little , you will be losing a lot.
I believe you and the Mitch McConnel's, Grassleys and Hatches have lost your humanity some years back. It's gonna bite you in the ass one way or another.

Just another thought: What is the health care industry and obscenely paid lobbyists so afraid of in a government sponsored alternative? When their mantra has always been the gov't sucks at what they do?

Last, 15% ( as most know ) of health care costs in America go towards administering the dizzying plethora of different pieces of paper, " providers " use to administer.

With single payer, it's reduced by 2/3rds ( look to Scandanavia and the rest of Europe to ascertain those statistics--there there ). That's not billions but trillions of dollars---that'll would cover, handily, the 50 million uninsured, which easily ---via emergency room visits, getting sick and entering a hospital or any short or long term facility---costs the tax payer ( it hurts the middle class more---you know that, right? ), guess what? yep, trillions.
Why this happens? easy, holding off and not seeking preventative care because, duh....no insurance.

And , you and the AMA and their proxies in congress will like this ( the trial lawyers won't but who gives a sh.t?---they have too many "things " as it is )---no malpractice insurance required under single payer. Therefore no more extraneous, protective, unnecessary MRIs, x-rays, exploratory surgeries; specialists, ancillary procedures docs prescribe to cover, justifiably , their asses.

You know, we all know, the list is longer than this.

Seven Car Companies Hurt Most by Recession

You're right, the Chinese have reverted back to what they do best: trade , barter, and never miss opportunities.

Their car industry and all it's component companies are filling their coffers daily.

Check TXIC for the best of breed. They also have a warrant that gives one plenty of time and plenty leverage.