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luckycharlie

luckycharlie
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  • Rovi Corporation: A Case Study In The Value Of Intellectual Property [View article]
    Thanks for the article. I confess that I had no idea what ROVI was all about.
    Mar 12, 2013. 06:28 PM | Likes Like |Link to Comment
  • Cramer's Lightning Round - Speculate On Cubist (3/7/13) [View article]
    agreed, SZYM is too good a story. Once it gets noticed it could explode higher. I mean its a great story and people love great stories.

    SZYM may not have investors, but the technology seems to be delivering and Bunge and ADM have partnered, so...

    is there really a difference between eating a plant or an animal and eating oil derived from algae?

    Cramer's buddies must be short SZYM.
    Mar 8, 2013. 02:55 PM | Likes Like |Link to Comment
  • Coal Is Dead [View article]
    moses:

    my sister lives in Denver. Aren't you guys going to run out of water in the next ten years? I mean there's greatly increased usage and only winter snowmelt to put water in the reservoirs.

    just seems like it has to happen sooner or later.
    Mar 8, 2013. 02:15 AM | Likes Like |Link to Comment
  • Solazyme's CEO Presents at Raymond James 34th Annual Institutional Investors Conference (Transcript) [View article]
    Ivandertag:

    Thought you might be on here quickly to bash SZYM. I did find it pretty funny that the guy doing the presentation got confused as to which year they incorporated "2003, no 1993, no 2003" or words to that effect.

    If I were you (and I really believed SZYM is a scam) I would wait until the world discovered this company and the price shot up to say $300 a share, then I'd go talk to Einhorn and get him to present your findings after you bought a ton of puts.

    Thats how the real players do it.
    Mar 7, 2013. 05:53 PM | Likes Like |Link to Comment
  • Coal Is Dead [View article]
    rocknrollstew:

    You do know that there are countries where health care is provided for NOTHING, right?

    Germany, Belgium, Austria, South Korea, Switzerland and a few others use mandated health care.

    Canada, England, Ireland, Italy, Spain, Japan and others have the govt pay for everything except copays and some other percentage of the cost. In other words the govt pays for the insurance.

    Others use a combination of private and public insurance.

    Almost every country in South America has some form of universal health care.

    Putin has pledged health care reform in Russia. China deducts 7% from workers paychecks.

    Oh, and "distane" is spelled "disdain"
    Mar 7, 2013. 11:06 AM | 1 Like Like |Link to Comment
  • Coal Is Dead [View article]
    When you say "economics" do you include costs for social issues, like bronchitis, asthma, etc and for the consequences of global warming - increased weather volatility, unstable food production, etc.

    Ivory tower economics is not the same as real world economics - obviously those that profit at the expense of the rest of society would prefer to have those "hidden" costs ignored. However anybody with kids is going to be willing to look at alternatives that may be more expensive at first glance, but are in reality more beneficial because they don't have all the hidden (sometimes significant) costs.

    I'm not anti-coal - I just don't like over-simplifying arguments and ignoring costs to society as a whole.
    Mar 6, 2013. 10:31 AM | 3 Likes Like |Link to Comment
  • Coal Is Dead [View article]
    Don't the fine particulates from fossil fuels have something to do with asthma, bronchitis and other respiratory problems?

    http://bit.ly/Xq9554
    Mar 6, 2013. 09:16 AM | 1 Like Like |Link to Comment
  • Coal Is Dead [View article]
    When you call Obama a socialist it is like running a red flag above your posts "Warning - I don't know what I'm talking about"
    Mar 6, 2013. 09:10 AM | 2 Likes Like |Link to Comment
  • Coal Is Dead [View article]
    Yeah, thats why Iran is back in the news, because of the debt crisis. If I tell you that George W Bush and Dick Cheney are covertly searching Iraq for weapons of mass destruction, would you believe that too?
    Mar 6, 2013. 09:09 AM | 1 Like Like |Link to Comment
  • Coal Is Dead [View article]
    ZBNW it may be a false choice, but your point is valid - more money to new forms of energy, less to new weapons. Somebody has to remind the govt that the ideas that they pay to develop shouldn't be given to competing nations. We seem to forget that from time to time.
    Mar 5, 2013. 07:19 PM | Likes Like |Link to Comment
  • Coal Is Dead [View article]
    Cincinnatus, I never listed my price for carbon emissions, I just asked if you considered there to be a cost (justification for a tax). Apparently you think there is a cost - and I agree with you.

    I think the rash of bankruptcies is common when the govt throws money at many startups who are competing in the same space. The better ideas or business plans win, the bad ones lose. Hopefully the nation profits in the long run, otherwise there isn't much of a reason to do it.
    Mar 5, 2013. 07:16 PM | Likes Like |Link to Comment
  • The Market Cannot Remain Irrational Forever [View article]
    George:

    Appreciated the unvarnished confusion about the market, where the same 30% of the stocks go up every day, the same 7% go down and the rest chop slowly higher.
    The new mentality is really a variation on buying industry leaders in growth industries, whether the company makes money or not. Hold onto these stocks until some technical indicator tells you to sell. When the indicator says sell, sell everything immediately.

    Its all momentum-based. Coal stocks and gold stocks are the "hedge" for all these highly speculative longs, so momentum players just keep piling on to short those obliterated stocks, confident that if they ever recover, there will be adequate warning to cover the short.

    It helps when the big guys have direct contact with people at the firms to tell them in advance if good news or bad news is coming.

    As for AMZN, CRM, NFLX and others who don't really make any money, I also shake my head, but I'd never short them in any way that wasn't a limited loss option trade. Fidelity's consensus analyst opinion has those three at Bearish, Very Bearish and Very Bearish respectively.
    Mar 5, 2013. 06:29 PM | Likes Like |Link to Comment
  • Surviving And Prospering Over The Next 4 Years Of Economic Darkness [View article]
    Brett:

    It may be under-reported, but it can't be a surprise. The little guy is getting squeezed. Stock market at an all time high, median income declining, food prices rising, economy stagnant and jobless rate holding steady.

    Presumably less govt money to help keep these people off the streets.

    Isn't this a natural consequence of pseudo - corporate- capitalism?
    Mar 5, 2013. 04:27 PM | 1 Like Like |Link to Comment
  • Coal Is Dead [View article]
    Do you put any price on carbon emissions? Or do you ignore the cost altogether? Solar is gaining in efficiency and costs are falling. I think statements like "solar can't be sustained but for huge government subsidies" are more propaganda than fact.

    Its a little like saying fresh carrots can't compete against canned carrots because canned carrots are cheaper.
    Mar 5, 2013. 03:40 PM | 2 Likes Like |Link to Comment
  • Is The Dow Doing A Blow-Off Top? [View article]
    Not sure how the "blow-off top" thesis fits with the bold short-selling of all the coal stocks, all the gold stocks and anybody else that has to do with production of steel, copper, etc. Somehow all the education companies are in there getting shorted without fear. Oh yeah, there's also Apple.

    When shorts are that bold and that persistent it doesn't seem like we can be at a top yet. Or am I reading that wrong?
    Mar 5, 2013. 03:15 PM | Likes Like |Link to Comment
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