timski

The Untold Story of the Baidu IPO

busterosodd:

"ALL Chi-Comm technology is STOLEN technology." Really Buster? ALL of it? Really??

Besides, I think everyone's ignoring the point of this article, namely the apparently-rancid conduct of Goldman Sachs following this particular IPO. It certainly begs the question of what else GS may have manipulated, and whether there is legal recourse or criminal charges which can be applied?

Trying to Look Forward

No actionable items, again. Sure, there might be compliance issues with speaking about client holdings if you're a money manager, but really Roger: couldn't you spend a bit of time with some analysis of particular comapanies which are NOT currently held by you?? I agree with ETFnerd, there's a lot of space taken up by little useful (to the average investor) substance, and this is disappointing for someone with your knowledge.

Lehman Looking To Exit Real Estate

On the other side of this market, Broofield Asset Management (BAM) and Leucadia (LUK) are beginning to lick their chops. Brookfield's management was asked about possible real estate acquisitions during their Q2 conference call - to paraphrase, mgt stated that they weren't contemplating acquisitions right now but that tremendous opportunities were expected in the near future. I believe that situations like the Lehman forced sale were exactly what Brookfield had in mind, and Brookfield is going to get a hell of a deal (if not from Lehman, than elsewhere....).

Disclosure: Long BAM

Commodities: Is It All Over?

Canadian oil trusts pay you with distributions and capital gains on the way up, and distributions on the way down. I'm a firm believer in longer-term hydrocarbon energy trends, namely an absolute increase in global oil consumption even as some oil demand is destroyed by higher fuel costs or replaced by alternate fuels. Y

es, you can trim a little or add alittle depending on price movements, but why bother? If you're getting a high distribution yield, it doesn't matter about the stock price, provided that the trust is getting enough cash flow and income to sustain its growth and pay out its distributions in a consistent fashion. And, most of these trusts will be solid businesses after 2011, when the income trust structure is mandated to end.

Cimarex Energy Makes a Timely Turn to Oil

More useless "analysis" by Mr Wulff. How can I block any posts of this guy's fluff????

Storage And Carbon Capture: By the Numbers

LOL, yeah, Mr. Lange's website explains a lot, doesn't it?

I'm not too convinced by the linked reference to a study purporting to demonstrate toxic effects on sealife. The study (or rather the study abstract) found avoidance of CO2-rich water by benthic organisms, hardly surprising since they found themselves suddenly in an oxygen-deficient environment. From a scientific viewpoint, it would be far more important to determine the effects (both near-surface and at depth) of increased dissolved CO2 in the water column and the associated acifidification risk.

From the social and renewable energy perspectives, I wonder what the potential will be for utilities in sun-rich states to develop masive solar collection farms, and whether similar gains might be had thru encouragement of widespread micro-generation (think building and home rooftops)?

A Slew of New ETFs, Including a Different Take on Water

Roger,

Will Claymore be using a mirror version of Pictet's water infrastructure fund, or a proprietary index?