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maddynuke

maddynuke
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ADP, AEP, BMY, BWC, CCJ, CNX, CVX, D, DIA, DNN, DUK, DVY, ETR, EXC, FE, GVP, JCP, JNJ, KO, LEU, MRK, NLR, PEG, PLUG, SDY, SE, SLV, SLW, SO, SPY, URRE, UUUU, WEC, XLU, XOM, XRX
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  • Utilities: The Next Bubble To Pop [View article]
    Florida's situation is not indicative of every state in the US. Conservation and green local power production will not keep up with the demand, and are certainly not 50%-75% cheaper. More energy is expended to make solar panels, and some of the other "green" technology equipment...... And localize production cannot make up the difference when the sun isn't shining, or wind isn't blowing strongly. Go look at the EIA.GOV data !
    Nov 20, 2014. 02:43 PM | 1 Like Like |Link to Comment
  • Utilities: The Next Bubble To Pop [View article]
    Even if Duke has "excess" capacity in its own grid, DUK can SELL the power to surrounding territories starving for electricity. DUK is tapped into several surrounding grids, so there will be no problem generating power and finding a buyer. Duke also has enough service territory to distribute power as needed to its grid and other utilities' grids.
    Nov 19, 2014. 12:04 PM | Likes Like |Link to Comment
  • Low-Cost, Dividend Stock ETFs For A Successful Retirement Portfolio [View article]
    Is the author SELLING Vanguard ETFs to customers? There are better ETFs, Spiders, etc. that do better in focused dividend stocks.....DVY, SPY are the biggies, but other ETFs can do well.
    Nov 5, 2014. 04:37 PM | Likes Like |Link to Comment
  • Warren Buffett And Ordinary Stocks [View article]
    I like your approach--simple products that everyone buys. People have to pay their electric bill, water bill, buy toilet tissue and diapers, pain meds, put gas in their cars, etc. The stock prices may go up or down, but even in the worst recession, basic necessities have to be purchased, electricity is needed etc. Folks don't need cigarettes, and maybe not soda, but since KO also has water products, orange juice etc., KO is robust. What do you think about AT&T and Verizon? Folks need phones too.
    Oct 29, 2014. 11:14 AM | Likes Like |Link to Comment
  • Bristol-Myers Squibb Strategy Could Boost Share Price [View article]
    All of this is "what if"----until I see it move, and soon, I might just sell my shares. I can make my money do better elsewhere in the pharma arena.
    Oct 28, 2014. 01:57 PM | Likes Like |Link to Comment
  • Comparing The Best Dividend ETFs [View article]
    Nice analysis. I own both DVY and SDY as well as several utilities. For that reason I do not have the XLU ETF. One way to look at the portfolio is to compare what companies are on BOTH DVY and SDY lists, and Dividend Aristocrats to select the blue-chip companies.
    DVY has its top 10 as of today:
    Lockheed Martin Corp LMT: 4.04%
    Entergy Corp ETR: 2.41%
    Chevron Corp CVX: 2.23%
    Philip Morris International Inc PM: 2.08%
    Integrys Energy Group Inc TEG: 1.90%
    Kimberly-Clark Corp KMB: 1.89%
    McDonald's Corp MCD: 1.84%
    General Dynamics Corp GD: 1.81%
    Sempra Energy SRE: 1.74%
    ConocoPhillips COP: 1.74%
    but they had DTE and other utilities earlier in the year to have 30+% utilities.
    and
    SDY has
    AT&T Inc T: 2.59%
    HCP Inc HCP: 2.57%
    Consolidated Edison Inc ED: 2.22%
    People's United Financial Inc PBCT: 2.11%
    National Retail Properties Inc NNN: 1.91%
    Target Corp TGT: 1.89%
    Procter & Gamble Co PG: 1.71%
    Clorox Co CLX: 1.69%
    Nucor Corp NUE: 1.67%
    Sysco Corp SYY: 1.61%

    The lists change of course, but but if you look at their biggest holdings you can see that individual utilities are not the big chunk of the top 10 or so.
    Oct 20, 2014. 03:31 PM | Likes Like |Link to Comment
  • Scientists bash Lockheed Martin's nuclear fusion "breakthrough" [View news story]
    NO. There is no material that can do this. Only in Sci-Fi like Star Trek.
    Oct 20, 2014. 11:35 AM | Likes Like |Link to Comment
  • Scientists bash Lockheed Martin's nuclear fusion "breakthrough" [View news story]
    Fusion energy devices need massive radiation shielding, as compared to fission reactors. What is the difference between Fusion energy neutron emissions at 14 MeV vs. fission reactors at 1-2 MeV? ANSWER: 12 feet of Concrete, 8 feet of lead, or 6 feet of steel, that would become activated, and emit gamma rays.......you could put it in a truck, but can the truck move the SHIELDING required to protect the drivers, Army or Navy troops?
    Oct 16, 2014. 11:37 AM | 1 Like Like |Link to Comment
  • 31 Beaten-Down Dividend Growth Stocks: Part 2 [View article]
    The stocks recommended in this part 2 are hardly know, with the exception of Kellogg, Ryder and Blackrock. They are little-known, some small cap, and could be very RISKY for investors. Just because the Fast Graphs may indicate a positive outlook doesn't mean that they would be suitable for retirees, folks close to retirement or even conservative investors.
    Oct 16, 2014. 10:37 AM | Likes Like |Link to Comment
  • Choice Healthcare ETFs For Growing The Retirement Portfolio [View article]
    I am surprised that you didn't include the Ishares global healthcare ETF fund, IXJ.

    How would rate that IXJ fund compared to the ones you discussed.
    Sep 23, 2014. 04:58 PM | Likes Like |Link to Comment
  • Automatic Data Processing: A Spin-Off Play And An Endlessly Increasing Dividend [View article]
    Your analysis is contrary to the Standard and Poors info which says SELL!!!! 2 stars.
    Again, why do you think the spin off equates to a good deal?
    Sep 22, 2014. 03:07 PM | Likes Like |Link to Comment
  • Exelon Corp.: Nuclear Driven [View article]
    You stated "The payout ratio has been declining steadily, leading to a dividend cut in 2013" which must be an error since the payout ratio was INCREASING! The earnings per share has been declining so that is the most direct reason for the dividend cut.
    Sep 18, 2014. 02:01 PM | Likes Like |Link to Comment
  • The Babcock & Wilcox Company: Massive R&D Obscuring Earnings Power; 80%+ Upside [View article]
    Great comment on the "steam boiler technology is......."

    Let's add some numbers to this blatant statement. For nuclear power plants with steam generators (pressurized water reactors and the mPower design) the highest net megawatt electric vs. gross megawatt thermal generated in the reactor, or efficiency is only 32-33%! Even if you include the older B&W once-through steam generators that were used for plants like Three Mile Island, Davis Besse etc. which have a "superheat" region in the once-through SG you may be able to get 34 to 35%, but we have experienced the problem of having insufficient volume of water/steam on the secondary side--TMI Accident and near misses at Davis-Besse have shown this. Only the Duke Oconee units have run well!
    The RANKINE cycle, with steam generated in SGs is limited to 33-35% efficiency. The highest efficiency is a theoretical CARNOT cycle:
    (Thot-Tcold)/Thot and cannot be met by any steam/water boiling conversion!
    BUT using helium gas turbo compressors in gas-cooled reactors reaches 44-45% efficiency because BRAYTON cycle gas-to-gas heat transfer -conversion cycle is using higher is based on the gas cooled reactors (using TRISO fuel) higher operating temperatures.

    In a fossil combined cycle plant, using gas compressor-turbines and reheat the efficiency is high because high temperatures are achieved in the "superheated" steam cycle, and gas-to-gas turbines are used.

    So, the statement that water/steam (i.e.., RANKINE) cycles used in SGs is the most efficient is FALSE.......
    Sep 17, 2014. 03:15 PM | 3 Likes Like |Link to Comment
  • Southern Company: A Promising Stock [View article]
    Another strength of SO is that they build new nuclear plants with the long-term cost-of-production and fuel costs in mind. They haven't gotten on to the "new plants have to be natural gas, built in 2 years" bandwagon or "solar and wind is green" attitude that other large generating utilities have done. SO understands that the cost of natural gas will go up, have high and erratic volatility, and the nat gas hype will dissipate...... SOLID.
    Sep 17, 2014. 02:51 PM | Likes Like |Link to Comment
  • Your Guide To The Best And Worst Stocks In The Dow [View article]
    Thanks for your reply. It would have been helpful if you stated HOW you got your numbers using Zach's, S&P etc and that you reduced these numbers subjectively, etc. in the original article. My point was that your numbers were different than Zack's, S&P, and other sources, so they appeared to be flawed, either misquoted, or arbitrarily changed.
    Sep 12, 2014. 01:51 PM | Likes Like |Link to Comment
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