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    • Wall Street Breakfast: Must-Know News [view article]
      Deal with reality, and improve on it. Matching our emotions with bad news does not deal with it, however, artificially enhances the problems via perception. The first thought should be, okay, as an investor, how will I safeguard what I have and find ways to increase my gains across the board in my own micro or family economy? Put together a comprehensive plan.

      Study, clear thinking, patience, care, precision, balance ... the same values apply to wise decisions. If we want value, we must build it.       Sep 11 12:26 PM
    • The Best Safe-Haven Investments, and Some Potential Threats [view article]
      In other words, buy your gold. Got it. Jul 17 02:58 PM
    • General Discussion on OPTT
      Disclosure: I've a small number (20) shares in OPTT.

      With amusement I note that Bear Stearns has downgraded Ocean Power Technologies this month; this as Bear Stearns is still burping after a feast on the public's dole for its own survival, and is bought out by JPM. Bear Stearns, a firm vested in its own vaunted sense of risk-analysis, contrasts greatly with the company it just downgraded. Ocean Power Technologies looks forward to crucial alternative energies with some feasibility hurdles that simply do not rate a downgrade. If anything, the feasibility hurdles in employing energy generating boueys that PG&E has already contracted to tryout on the NorCal coast warrant a look at companies that might help overcome those hurdles. And the hurdles are not insurmountable. Marine engineering has come far enough to make me confident that the prospects of renewable electricity generation over the decades will greatly outweigh the burps and some burpers' short span of attention.

      My prediction is that coal and oil exploitation, as fast and furious as they are going, hasn't changed the global warming concerns, nor the scarier risks that it could affect the core of US self-sufficiency: food production. Such realities call for an intelligent patience with stocks which produce more than just numbers, but produce life and security enhancing advances. Modification of investment thinking is warranted with such firms.       Apr 16 06:24 PM
    • Ceradyne Offers Example of Risks/Rewards of a Put-Write Strategy [view article]
      Disclosure: I have several shares in CRDN Ceradyne. I'm pleased to hold them. Research shows that during the halcyon days in Summer 07 at $84, with flush defense contracts, CRDN was already actively expanding to diverse civilian markets for advanced ceramics in China, Europe and the US of which there are many, many applications. Founder Paul Moskowitz is an advanced ceramics engineer dedicated to the quality of his company's output. One reason for the drop I believe is CRDN's guidance which was very conservative. Before the 2008 devaluation in CRDN's stock price, my research found that Moskowitz and his officers have not only been ethical in diversifying (not tying company profits to war alone) but ethical in conservative forecasts that protect investors. That the US military may order fewer Bull's or MRAPs and body armor in the short run is a dot on the board, but even if world peace broke out forever, advanced ceramics will grow to reduce heat buildup in many, many green-centric and econo-centric ways. The market outlook, combined with CRDN's ethics and the fact that even Mr. Moskowitz's political campaign contributions have not been tied exclusively to folks influential over his industry, specific but principle-driven tells me that this man is a sound political as well as economic guardian of his company. Blowback is unlikely here. More later.
      Mar 26 12:02 PM
    • Bullish on Altria Breakup - Barron's [view article]
      The notion that you should even consider investing in cigarette production companies indicates a fundemental ethical lapse. Sep 16 02:52 PM
    • Sector Strength in Materials, Weakness in Biotech [view article]
      Biotech weakness has to do with DNDN Dendreon Corporation's free fall. That sort of thing causes jittery investors in other firms to follow the herd at times. It isn't necessarily rational. May 13 10:55 AM
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