tresspass's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/66859/comments http://seekingalpha.com/article/176689-a-power-energy-misses-analyst-estimates-a-buying-opportunity?source=feed#comment-792462 792462 Sun, 06 Dec 2009 08:56:18 -0500 http://seekingalpha.com/article/173751-weekly-street-sentiment-sell-side-is-cool-calm-and-collected?source=feed#comment-763369 763369
Sector rotation now or tomorrow?

This rally is not a pie in the sky but rather about a tectonic shift in the transfer of wealth from one universe to another---it's not even close to being parallel. Just be on the rite side of the shift.]]> Tue, 17 Nov 2009 08:49:33 -0500
Sector rotation now or tomorrow?

This rally is not a pie in the sky but rather about a tectonic shift in the transfer of wealth from one universe to another---it's not even close to being parallel. Just be on the rite side of the shift.]]> http://seekingalpha.com/article/160505-contemplating-the-bull-and-bear-case?source=feed#comment-742675 742675
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.]]> Tue, 03 Nov 2009 13:42:29 -0500
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.]]> http://seekingalpha.com/article/168767-5-reasons-to-sell-thestreet-com?source=feed#comment-730572 730572 Mon, 26 Oct 2009 10:09:31 -0400 http://seekingalpha.com/article/167286-commercial-real-estate-and-reits-ticking-time-bomb?source=feed#comment-721997 721997
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.]]> Tue, 20 Oct 2009 10:09:46 -0400
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.]]> http://seekingalpha.com/article/164518-7-dividend-stocks-increasing-cash-payouts?source=feed#comment-701423 701423
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]]> Sat, 03 Oct 2009 12:22:10 -0400
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]]> http://seekingalpha.com/article/163153-how-zevalin-is-helping-spectrum?source=feed#comment-688728 688728
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]]> Thu, 24 Sep 2009 08:19:19 -0400
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]]> http://seekingalpha.com/article/163153-how-zevalin-is-helping-spectrum?source=feed#comment-688673 688673
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.]]> Thu, 24 Sep 2009 07:28:19 -0400
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.]]> http://seekingalpha.com/article/160340-china-s-wind-energy-development-hits-a-road-block?source=feed#comment-665867 665867
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]]> Tue, 08 Sep 2009 05:46:33 -0400
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]]> http://seekingalpha.com/article/152898-tata-motors-value-in-india-s-emerging-markets?source=feed#comment-611109 611109
" Oh honey, can you pick up some NANO with the milk on your way home."

it will be the most ubiquitous automobile in Asia.]]> Sat, 01 Aug 2009 20:53:17 -0400
" Oh honey, can you pick up some NANO with the milk on your way home."

it will be the most ubiquitous automobile in Asia.]]> http://seekingalpha.com/article/150369-why-i-still-like-apple?source=feed#comment-598001 598001
Think of the component makers that populate the IPhone. THERE is the real leverage.]]> Wed, 22 Jul 2009 11:16:35 -0400
Think of the component makers that populate the IPhone. THERE is the real leverage.]]> http://seekingalpha.com/article/149691-at-t-the-iphone-s-achilles-heel?source=feed#comment-593920 593920 "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.]]> Sun, 19 Jul 2009 13:36:07 -0400 "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.]]> http://seekingalpha.com/article/149471-more-bullishness-for-oil-heading-into-2010?source=feed#comment-593660 593660
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.]]> Sun, 19 Jul 2009 09:42:22 -0400
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.]]> http://seekingalpha.com/article/149084-cramer-s-lightning-round-peabody-is-the-best-of-a-bad-coal-situation-7-15-09?source=feed#comment-590584 590584
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.]]> Thu, 16 Jul 2009 12:03:26 -0400
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.]]> http://seekingalpha.com/article/148019-america-s-healthcare-problems-are-making-it-less-competitive?source=feed#comment-583427 583427
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.]]> Sat, 11 Jul 2009 09:52:51 -0400
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.]]> http://seekingalpha.com/article/148019-america-s-healthcare-problems-are-making-it-less-competitive?source=feed#comment-582852 582852
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.


]]> Fri, 10 Jul 2009 18:38:16 -0400
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.


]]> http://seekingalpha.com/article/147684-seven-car-companies-hurt-most-by-recession?source=feed#comment-581254 581254
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.]]> Thu, 09 Jul 2009 17:13:59 -0400
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.]]> http://seekingalpha.com/article/147810-eclipsys-uncertainty-eclipses-an-optimistic-outlook?source=feed#comment-580689 580689
finance.yahoo.com/news...

i believe the author is onto something when he more than suggests that firms not in the burgeoning HIS arena will want and need to. ECLP is an excellent pathway.]]> Thu, 09 Jul 2009 11:38:29 -0400
finance.yahoo.com/news...

i believe the author is onto something when he more than suggests that firms not in the burgeoning HIS arena will want and need to. ECLP is an excellent pathway.]]> http://seekingalpha.com/article/147347-more-gaps-to-fill?source=feed#comment-577199 577199
gaps are filled 70% of the time and they are mostly partial fills.

you're article is disingenuous to the max.

you lack a fundamental component to your POV at your reader's peril.

a true disservice.

trespass]]> Tue, 07 Jul 2009 11:54:56 -0400
gaps are filled 70% of the time and they are mostly partial fills.

you're article is disingenuous to the max.

you lack a fundamental component to your POV at your reader's peril.

a true disservice.

trespass]]> http://seekingalpha.com/article/147043-8-bathwater-babies-and-4-dogs-with-fleas-for-the-week?source=feed#comment-575538 575538
As for disclosure---i agree. It would have been a more accurate, up front thing to do and should be law. But we all remember the time when financial writers---the honest, deceitful, good and bad--did not have to say nada.

tresspass]]> Mon, 06 Jul 2009 10:32:56 -0400
As for disclosure---i agree. It would have been a more accurate, up front thing to do and should be law. But we all remember the time when financial writers---the honest, deceitful, good and bad--did not have to say nada.

tresspass]]> http://seekingalpha.com/article/146864-oh-so-now-there-are-no-green-shoots?source=feed#comment-573942 573942
when my nose smells a negatively minded zeitgeist like we read here, I go contrarian and have been ever since the last week in June. But I will admit, the author 's comments about overseas investing are dead on.

One poster made the correct observation that, and to paraphrase, " we're do you think all these finished products are intended to ship to? "....implying, of course, the US. Well yes AND no. The USA is at the end of the first part of it's decline---we won't and never will go 3rd world or second tier---more like we're just distributing some of our wealth overseas. It's just the way Empire goes. That said, these products, the uptick in manufactured goods ( that's real data ) is not being used here as much as it's being used more and more overseas. And it ain't EuroLand. For the poster who said India's economy is going to take 10 years to dig itself out. hello? I'd advise you to stop reading that article printed in 1999.
T


On Jul 04 08:55 AM Alphameister wrote:

> Very encouraging to see that this very bearish article, with its
> absurd contention that the rally off the June lows happened "for
> no reason at all," receives the overwhelming support that I've come
> to expect here. Could indicate that a short-term bottom is close.]]> Sat, 04 Jul 2009 13:04:50 -0400
when my nose smells a negatively minded zeitgeist like we read here, I go contrarian and have been ever since the last week in June. But I will admit, the author 's comments about overseas investing are dead on.

One poster made the correct observation that, and to paraphrase, " we're do you think all these finished products are intended to ship to? "....implying, of course, the US. Well yes AND no. The USA is at the end of the first part of it's decline---we won't and never will go 3rd world or second tier---more like we're just distributing some of our wealth overseas. It's just the way Empire goes. That said, these products, the uptick in manufactured goods ( that's real data ) is not being used here as much as it's being used more and more overseas. And it ain't EuroLand. For the poster who said India's economy is going to take 10 years to dig itself out. hello? I'd advise you to stop reading that article printed in 1999.
T


On Jul 04 08:55 AM Alphameister wrote:

> Very encouraging to see that this very bearish article, with its
> absurd contention that the rally off the June lows happened "for
> no reason at all," receives the overwhelming support that I've come
> to expect here. Could indicate that a short-term bottom is close.]]> http://seekingalpha.com/article/145779-china-iran-nigeria-and-oil?source=feed#comment-565507 565507
Another " minor " point to add to one eye's very astute observations---this one will get ya'---the world bank just revised China;s GNP from 6.5 to 7.2%. The author's commits the worst sin in journalism or column writing and, certainly reporting. And that is the sin of omission.]]> Sun, 28 Jun 2009 09:02:12 -0400
Another " minor " point to add to one eye's very astute observations---this one will get ya'---the world bank just revised China;s GNP from 6.5 to 7.2%. The author's commits the worst sin in journalism or column writing and, certainly reporting. And that is the sin of omission.]]> http://seekingalpha.com/article/145791-invest-in-prospect-capital-corporation-s-high-dividend?source=feed#comment-565494 565494
There are no major gaps to be filled---which history tells you is only about 50% true and only on 15 to 30% gap ups.Friday's late PM's action is an indicator someone is accumulating large. It;s been stair casing up recently, sustaining a higher base with each step.


On Jun 28 08:45 AM YoYoMama wrote:

> Amazing and correct. Increase each divy payout. Not a great chart,
> highs are not higher, but lows are higher. It's on the high side
> now, I'd wait for a pullback.]]> Sun, 28 Jun 2009 08:55:02 -0400
There are no major gaps to be filled---which history tells you is only about 50% true and only on 15 to 30% gap ups.Friday's late PM's action is an indicator someone is accumulating large. It;s been stair casing up recently, sustaining a higher base with each step.


On Jun 28 08:45 AM YoYoMama wrote:

> Amazing and correct. Increase each divy payout. Not a great chart,
> highs are not higher, but lows are higher. It's on the high side
> now, I'd wait for a pullback.]]> http://seekingalpha.com/article/145791-invest-in-prospect-capital-corporation-s-high-dividend?source=feed#comment-565489 565489 Tresspass]]> Sun, 28 Jun 2009 08:47:30 -0400 Tresspass]]> http://seekingalpha.com/article/143682-a-power-energy-generation-systems-headwind-or-tailwind?source=feed#comment-549981 549981
The article is disingenuous by damning this well run and sweet spotted company with very faint praise.

trespass]]> Wed, 17 Jun 2009 08:27:01 -0400
The article is disingenuous by damning this well run and sweet spotted company with very faint praise.

trespass]]> http://seekingalpha.com/article/143037-oils-running-how-strong-are-its-legs?source=feed#comment-546018 546018
Now this: " No matter what the government or suppliers try to do or say, consumer demand is still very weak, period..."

true , it's weak---hello? we're still in a recession. but the market, so they say and have prospered by this parable, is a forward looking mechanism/forecaster. And, paraphrasing Trader, are we that ego-centric to still believe the US and Europe are the only land masses on Earth?

BTW, I'm open for education, what's in it for the US to try and convince us that oil supplies dropped last week and just may again 2 weeks from now?]]> Sun, 14 Jun 2009 10:46:17 -0400
Now this: " No matter what the government or suppliers try to do or say, consumer demand is still very weak, period..."

true , it's weak---hello? we're still in a recession. but the market, so they say and have prospered by this parable, is a forward looking mechanism/forecaster. And, paraphrasing Trader, are we that ego-centric to still believe the US and Europe are the only land masses on Earth?

BTW, I'm open for education, what's in it for the US to try and convince us that oil supplies dropped last week and just may again 2 weeks from now?]]> http://seekingalpha.com/article/81945-ceradyne-why-the-low-valuation?source=feed#comment-198105 198105
After getting a feel for the events unfolding these past few weeks, I gather the inevitible will happen. Not an investor yet, but clearly Ceradyne is a fair bet on the fallacies of human nature......looking at an option play here, if there are any leaps.]]> Thu, 03 Jul 2008 13:18:20 -0400
After getting a feel for the events unfolding these past few weeks, I gather the inevitible will happen. Not an investor yet, but clearly Ceradyne is a fair bet on the fallacies of human nature......looking at an option play here, if there are any leaps.]]> http://seekingalpha.com/article/81267-hayward-and-butler-comment-on-speculation-in-oil-markets?source=feed#comment-185568 185568
the barrel is fluctuating like google was not too long ago....metaphorical? no....but educational non the less.........we have here a confluence of events leading to who blinks first.the peak oil believers and those who truly believe there is a broad manipulation in this market.

Frankly, I don't know who the hell to believe...really do any of us? We tend to read what is more supportive to our investment mind set. Mine is with the former camp....it is a fact jack that Chindia and the new Middle East are growing and sending out less hydrocarbons to feed their own intentions.

As far as the supply , the real supply of available oil is...I haven't a clue and no one does.]]> Sat, 14 Jun 2008 13:22:07 -0400
the barrel is fluctuating like google was not too long ago....metaphorical? no....but educational non the less.........we have here a confluence of events leading to who blinks first.the peak oil believers and those who truly believe there is a broad manipulation in this market.

Frankly, I don't know who the hell to believe...really do any of us? We tend to read what is more supportive to our investment mind set. Mine is with the former camp....it is a fact jack that Chindia and the new Middle East are growing and sending out less hydrocarbons to feed their own intentions.

As far as the supply , the real supply of available oil is...I haven't a clue and no one does.]]> http://seekingalpha.com/article/78637-the-power-failure-on-wall-street?source=feed#comment-173303 173303 " Thingy" despite the so called " veracity " of Saudi and Kuwait comments to the contrary. Sure Boones and Goldman may have some ( well, more than just "some" perhaps ) vested comments in $150+ barrel oil...yet have their vested predictions gone awry? Well, personally glad than I followed this band of " lemmings."

The facts, jack, are that peak oil is already a past participle and Gaia is scrambling for what remains.....sad but true....you'd of thunk that every house had solar panels by now and everyone drove a Privia at 50 mpb.....it's not that history repeats itself with every debacle, rather it's human nature. I have call options every which way you wanna go, buddy.....and then I'll build my solar paneled fortress high on the mountain top.]]> Sat, 24 May 2008 19:11:48 -0400 " Thingy" despite the so called " veracity " of Saudi and Kuwait comments to the contrary. Sure Boones and Goldman may have some ( well, more than just "some" perhaps ) vested comments in $150+ barrel oil...yet have their vested predictions gone awry? Well, personally glad than I followed this band of " lemmings."

The facts, jack, are that peak oil is already a past participle and Gaia is scrambling for what remains.....sad but true....you'd of thunk that every house had solar panels by now and everyone drove a Privia at 50 mpb.....it's not that history repeats itself with every debacle, rather it's human nature. I have call options every which way you wanna go, buddy.....and then I'll build my solar paneled fortress high on the mountain top.]]> http://seekingalpha.com/article/76730-msft-s-call-option-on-yhoo?source=feed#comment-165800 165800
If it was not for their mediocre/counter but imbedded suite of office products, they would be hanging around doing nothing. I liken them to a big Pharma whose patents are due to expire ( who does not thing this is an evolving fait accompli as we speak? ).

Leaner and meaner competitors are out gunning for them and winning----their browser is rapidly being encroached upon by FireFox which only gets better with time. Can anyone say the same for Explorer?
The meat is in products being sold via ads via the internet, period. Yahoo is the strongest second with MSFT a distant 3rd.

The best way for MSFT to leverage it's $$ is to bite the bullet, grab Yahoo before they ink a JV or outright by Google ; they're only hope.

If MSFT does not fo it by the summer I'm outta the damn thing and throw it all at Yahoo and Alibaba Pink...oh yeah, did we forget that in all the ink written, hardly a word is spoken about yhoo's vast asian , money making hand-over-fist internet properties? IMO, one of the 3 legs keeping yhoo's share price in the mid 20's and by the mid 30's come fall.

Check out Alibaba's recent blow out Q which is yet to be tabulated into Yahoo's next earning's report.

The only call I know from this article is the Yahoo calls for July and the slam dunk Octobers.]]> Sun, 11 May 2008 12:13:36 -0400
If it was not for their mediocre/counter but imbedded suite of office products, they would be hanging around doing nothing. I liken them to a big Pharma whose patents are due to expire ( who does not thing this is an evolving fait accompli as we speak? ).

Leaner and meaner competitors are out gunning for them and winning----their browser is rapidly being encroached upon by FireFox which only gets better with time. Can anyone say the same for Explorer?
The meat is in products being sold via ads via the internet, period. Yahoo is the strongest second with MSFT a distant 3rd.

The best way for MSFT to leverage it's $$ is to bite the bullet, grab Yahoo before they ink a JV or outright by Google ; they're only hope.

If MSFT does not fo it by the summer I'm outta the damn thing and throw it all at Yahoo and Alibaba Pink...oh yeah, did we forget that in all the ink written, hardly a word is spoken about yhoo's vast asian , money making hand-over-fist internet properties? IMO, one of the 3 legs keeping yhoo's share price in the mid 20's and by the mid 30's come fall.

Check out Alibaba's recent blow out Q which is yet to be tabulated into Yahoo's next earning's report.

The only call I know from this article is the Yahoo calls for July and the slam dunk Octobers.]]>