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jlmanfred

jlmanfred
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  • 5 Reasons The U.S. Economy Won't Collapse [View article]
    I have been to Chile many times including recent years. The only problem with Chile is the workers need increase in wages to keep up with inflation. Same in many countries, however, this is a global competitive situation. The Chilean Soc. Sec system is better than ours ... ours will be broke in the next decade but is reparable. Chile's is not broken and works fine.
    Sep 11, 2011. 02:56 PM | 2 Likes Like |Link to Comment
  • 5 Reasons The U.S. Economy Won't Collapse [View article]
    What we may needed is: 1) less regulations and gov control 2) less gov spending as it does not create jobs 3) fiscal (gov) and monetary (Fed) linked coordination with stabilized US $$ that becomes stronger no weaker over time 4) legislation to reduce taxes individual and corporate taxes by legislating a fair or flat tax to approx. 22% with removal of all loop deductions ... lower rates for all with no deductions... gov would actually take in more revenues in the long run 5) zero taxes on capital gains, interest and dividends, death tax, return of US$$ from foreign lands 6) re-structure social security for those 45-55 by raising pay age by a few years, offer those younger than 45 opportunity to opt out using the well run and successful Chilean system, and all remains the same for those 55+ and older 7) re-structure medicare and medicaid to function within a competitive non-governmental environment ... less gov and more healthcare competition 8) eliminate Fed Gov departments in their entirety such as Education, SEC, and others they have demonstrated no real productive value for years other than take $100 from citizens and return $5 to the same or even other citizens 10) reduce the government interference that serves no purpose other than to add costs especially lawyer fees 11) legislate the concept that in civil law cases that the he/she loses pays court cost and lawyer fees 12) the major problem with employment over this last 30 years or so is the tremendous increase in productivity (computers, software, robotics, etc) and lack of increase in wages to keep up with the items people really need .... items that have been reduced in cost are often those that are not necessities .... nice to have but not necessary. Wages have all become cheap wages due to globalization. Two areas that have not benefited from productivity increases are 'education' and the 'process of delivering healthcare' and thus they are over priced. Why spend $100K plus on education for a $35,000 job or maybe no job when universities have more administrators than educators?
    Sep 10, 2011. 02:27 PM | 2 Likes Like |Link to Comment
  • Looking for Yield in All the Wrong Places [View article]
    If you want or feel impelled to buy property you might be best to buy farming land (US, S. Amer. or Canada) and lease to a farmer or buy and hold. Value will rise more than housing certainly over the next 3 to 5 years. Housing will get worse before it gets better. International value-based companies ample cash and low debt with years of increasing dividend payments would be best over-all IMHO such as KO, PG, CAT, etc.
    Aug 21, 2011. 03:36 PM | 2 Likes Like |Link to Comment
  • Goodbye, Verizon - Hello, Home Depot [View article]
    VOD owns 45% of VZ wireless
    Aug 18, 2011. 06:22 PM | Likes Like |Link to Comment
  • The 50 Largest Pharmaceutical Companies by Sales [View article]
    Industry is in the midst of convergence. Big pharma licensing, co-marketing, acquiring biotech companies that are on the cusp of innovation. Biotechnology diagnostics, therapeutics and bio-engineering are a very different set of knowledge and skills from pharmaceuticals per se. Should be very productive for society in the next few generations.
    Aug 15, 2011. 10:20 AM | Likes Like |Link to Comment
  • The Natural Gas Investment You're Ignoring [View article]
    natgas will increase in price and therefore more profitable after: 1) we sell all US rights to it to foreign entities, 2) infrastructure in place to transport LNG out of US, 3) transition of coal burning facilities in US to natgas, 4) vehicles ( trucks, construction equipment, buses, RV's) have natgas stations available in strategic highly traveled locations 5) US gov offers incentives (credits and/or accelerated depreciation) for purchase of such vehicles... to name a few and Oh yes, plus the end to this Jackassian Period
    Jul 22, 2011. 06:01 PM | 1 Like Like |Link to Comment
  • Biofuel IPOs Lackluster of Late [View article]
    Agree if we are talking about corn, however, algae and cellulosic organic matter could be very viable long term. Some biochemistry issues remain for cellulosic energy as well as large scale methods of keeping algae alive, reproducing and healthy. You would need about 1000 square miles of algae to have really big, competitive advantage.
    Jun 27, 2011. 11:28 AM | Likes Like |Link to Comment
  • Can Natural Gas Ignite Your Portfolio? [View article]
    Sheluvme and tbird48 ...Thanks for the info. It appears the company LNG just received approval to export lng and be fully prepared to export by 2015. Natural gas will rise in price as demand increases, provide job growth in the US and other countries, increase revenues and taxes. With a large supply of natural gas in US, then internal US use and export should take place over the next 3 to 5 years. More immediate demand would likely come from Japan and China. US supply chain, capital requirements, completion of interconnecting pipelines, engineering should take place. The big ifs would be political and environmental. Just thinking out loud!
    May 24, 2011. 09:36 PM | 1 Like Like |Link to Comment
  • Can Natural Gas Ignite Your Portfolio? [View article]
    What companies are prepared to export LNG now or in near future? Thanks
    May 24, 2011. 12:35 PM | Likes Like |Link to Comment
  • Japan, China and South Korea pledge to speed up laying the foundation for a possible free-trade pact, with the countries' business communities agreeing to work together to promote "industrial and regional recovery in Japan" following the earthquake. However, the path to any deal remains fraught with difficulties.  [View news story]
    What international currency will prevail in these transactions? Yuan? Yen? Won? US$?
    May 22, 2011. 03:38 PM | Likes Like |Link to Comment
  • Johnson & Johnson Looks Promising on New Product Potential [View article]
    JNJ was a great company that I sold with great reluctance at 62.00+ because of the 100+ recalls. BOD has failed its fiduciary responsibility concerning Weldon and some others. Buying more companies to cover strategic and tactical negative issues doesn't work in the long run. The healthcare industry has changed dramatically over the last 25 years and requires bold and innovative leadership. The latter is very difficult to find and keep. Many can manage what is present in a company. JNJ is having difficulty simply managing what it has much less innovate and lead.
    Apr 27, 2011. 02:56 PM | 1 Like Like |Link to Comment
  • Johnson & Johnson Looks Promising on New Product Potential [View article]
    JNJ is a great company with very poor top management at this time.
    Apr 24, 2011. 01:55 PM | 3 Likes Like |Link to Comment
  • The Impending Collapse of the Gold Bubble Part 2 [View article]
    Major buyers or acquirers of gold/silver are countries and banks not individual investors. Only a small percentage of individual investors are actually buy gold

    All countries that can print money are doing so, therefore the currency pie is expanding. Bigger pie to accomodate a growth in emerging and expanding markets. More people needing more things.

    Relatively speaking all currencies are positioning themselves to 1) pay debt with cheaper money in their country 2) maintain a currency value relative to other currencies and maybe slightly less value to enhance exports 3) prepare to establish a new world currency with international control and theoretically less volatility .... probably commodity based .... New Bretton Woods

    Gold and silver will probably decline before the next leg up creating a new buying opportunity over the short term

    Wild cards 1) lack of disciplined political leadership, skill and will to modulate a moderation of debt 2) unsustainable debt 3) unhappy citizens, many with declining standard of living watching others in emerging markets climb out of poverty .... could lead to violence 4) bad actors and corruption
    Mar 31, 2011. 08:57 AM | Likes Like |Link to Comment
  • 2011's Top 23 Emerging Market Banks in Latin America [View article]
    Banco Santander is noted several times in the table above. Are any or all related to STD of Spain? Thanks!
    Mar 27, 2011. 09:42 AM | 2 Likes Like |Link to Comment
  • Are Oil Prices Sustainable in the Face of a Longer-Term Crisis? [View article]
    Thoughtful questions often better than straight forward answer.
    Mar 2, 2011. 06:27 PM | Likes Like |Link to Comment
COMMENTS STATS
98 Comments
119 Likes