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catamount

catamount
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  • As Lockheed Martin (LMT) looks to diversify amid steep government defense cuts, the company is developing a technology for desalinating water that slashes the amount of energy needed by 100 times compared with existing techniques. The method uses sheets of pure carbon called graphene, which are just one atom thick, as the filter. "It's 500 times thinner than the best filter on the market today and a thousand times stronger," says Lockheed engineer John Stetson. [View news story]
    I'm not sure what you are talking about. Are you saying this research is being funded by the government? I don't think that's the case, but if you have some inside info, that would be helpful.
    Mar 13 11:16 AM | Likes Like |Link to Comment
  • French telecom regulator ARCEP has asked prosecutors to investigate Skype for failing to comply with the agency's repeated requests to register as an "electronic communications operator," as required by law. ARCEP said that since the Microsoft (MSFT) unit lets members call fixed and mobile numbers, it is obligated to allow emergency calls and permit legal wire-tapping. [View news story]
    Are you equating France with North Korea and Iran? Because that is just silly, if serious.

    Warrant-less wiretaps happen here in the U.S. as well, FYI.
    Mar 13 10:13 AM | Likes Like |Link to Comment
  • The recent NYT editorial calling on Pres. Obama to "say no" to the Keystone pipeline (TRP) is tantamount to a declaration of war of Canada's oil sands, Financial Post's Terence Corcoran asserts. "Tar sands oil should be among the first fossil fuels we decide to leave alone," the Times says. "This is war somebody is going to lose, and [the Times] has decided on Canada," Corcoran answers. [View news story]
    Are you kidding? The tar sands is our witch. And, what do we do with witches? Burrrrn!

    I don't really care at this point. I already sold my rail stocks, the people of B.C. will never let this crude get to market without a fight, and I still own (SU) which will be at a disadvantage with the pipeline (but not by much). Hell, I'd prefer it if the planet were much less inhabitable by humans, so I say burn everything.
    Mar 13 01:09 AM | Likes Like |Link to Comment
  • Most troubling for gold, says Barclay's Suki Cooper, is the flow of funds out of gold ETFs (GLD) as this money "has tended to reflect longer-term 'stickier' investor interest." If the buy-and-hold money leaves, gold's fate could be left with the fast-money crowd. It's an interesting argument, but we'll call it "unproved" at this point. [View news story]
    How original. You just so happen to be on a "pathetic westerner" website, discussing a commodity as it is traded on a "pathetic westerner" exchange.

    Pathetic.
    Mar 11 03:48 PM | 1 Like Like |Link to Comment
  • The cost of complying with a federal law to use corn ethanol in fuel has skyrocketed. The problem is that refiners are hitting the "blend wall," whereby car makers recommend that ethanol shouldn't comprise more than 10% of gasoline. That could conflict with proposed increased EPA quotas for ethanol next year, which has caused the price of ethanol credits to jump to over $1 from just a few cents last year. Eventually, refiners will pass the costs onto consumers, says Valero Energy (VLO). [View news story]
    I'm curious about how you came to the conclusion that SA is yet-another-political-... I'm sure you know where else you can rant about politics on the interwebs.
    Mar 11 09:25 AM | 1 Like Like |Link to Comment
  • The Weekend Blitz: A Discussion Of Investment Strategies And Investment Ideas [View article]
    I can't help but notice the lack of mention of XPO, your largest holding according to you. I must admit, it is as a fellow follower of XPO that I came to be familiar with your analyses. And, sorry to go off-topic, but I was curious if you saw the transcript from Landstar's recent presentation (at the JPMorgan conference) where they discussed XPO? It is here:

    http://seekingalpha.co...

    About 2/3 down, where they discuss the difference in business models and compare to CHRW. Any thoughts you have would be helpful.

    Personally, I'd note the seeming defensiveness of the LSTR management regarding the discussion of XPO. It doesn't appear they know how to handle such an aggressive player in their market (which is highly susceptible to disruptive technology/ business tactics).
    Mar 10 08:06 AM | Likes Like |Link to Comment
  • Goldman Sachs does not share the positive investor reaction to Westport Innovations' (WPRT +2.5%) Q4 results, reiterating its Sell rating as profitability is limited by high distribution support requirements and the Cummins JV that accounts for nearly all WPRT's medium-term profits and cash flow is scheduled to end in 2021 with a buy-out option at 1.3x EBIT in 2019. [View news story]
    I really like your first paragraph; funny and seemingly spot-on. The rest of what you wrote seems like PR piece written by an employee of the company.

    I'm actually a believer in the (WPRT) technology, the vision of (http://bit.ly/HI97wd), and I think (http://bit.ly/z7ua4O) is a great company. Though, aside from (http://bit.ly/z7ua4O) I just couldn't make a long-term investment in any of them.

    F.Y.I. Having such strong opinions with comment-counts below 100 (I know it's a low barrier, but having some barrier helps) is just somewhat suspicious (not to get all conspiracy theory on ya...).
    Mar 9 07:43 PM | 1 Like Like |Link to Comment
  • Railroad stocks move higher after a report on durable goods comes in better than expected with Kansas City Southern (KSU +6.4%) leading the pack. Advancers: UNP +2.0%, GWR +2.2%, CNI +1.6%, UNP +2.1%[View news story]
    I've been long KSU and CP, but this is getting ridiculous. I'm out.
    Feb 27 10:23 AM | Likes Like |Link to Comment
  • Sharpen your pencils Tesla Motors (TSLA) traders: In his interview with Bloomberg TV (previous) Elon Musk gives some off-the-cuff sales guidance, saying he sees an environment where the EV firm sells 10K-12K units per year in Europe and Asia on top of 10K-15K units in North America. (video[View news story]
    >When the GEN 3 comes out, orders will explode.

    Do you have a crystal ball? Could I borrow it?
    Feb 27 10:15 AM | Likes Like |Link to Comment
  • Christopher Bogdan, the Pentagon's program chief for the F-35, slams Lockheed Martin (LMT) and Pratt & Whitney (UTX) for trying to "squeeze every nickel" out of the government. Bogdan wants the companies to "take on some of the risk...invest in cost reductions...do the things that will build a better relationship," he says. "I'm not getting all that love yet." You might remember that in the summer, Bogdan described the government's relationship with LMT as the worst he'd ever seen. [View news story]
    Do you use manatees to construct your comments for you? It just seems like random gibberish, which I would simply ignore if it weren't for the fact that you seem to comment on every news current.
    Feb 27 10:12 AM | 1 Like Like |Link to Comment
  • Foxconn has frozen hiring at almost all its factories in China, as the company is reportedly slowing production in response to reduced orders for Apple's (AAPL) iPhone 5. With workers' staying at the company for less than 13 months on average, Foxconn's headcount could fall by tens of thousands. [View news story]
    Yes, let's get rid of the first amendment because some amateur investors wet their pants if anything negative is said about one of their (only?) holdings.

    Gold and Apple seem to attract the most unsophisticated, illiterate "investors" I've ever seen.
    Feb 20 10:48 AM | 1 Like Like |Link to Comment
  • The Obama administration's decision on the Keystone oil pipeline (TRP) will not be made until at least June, a U.S. official tells Reuters, which would delay the project for months and frustrate backers of Canada's oil sands. "It's not weeks until the final decision," according to the source. "It's months." [View news story]
    > As of right now, we get 2 million barrels a day from Canada and the balance from all over the place. The delay on this XL only pushes the Canadians to get busy and start laying pipe both east and west.

    Yes, because there are no Canadians opposing pipelines in their country at all, and these guys will have a pipeline to the West coast in no time...

    Please go look at accusations that KMP is price gouging for their pipeline to the West coast
    Feb 3 03:27 PM | Likes Like |Link to Comment
  • The Obama administration's decision on the Keystone oil pipeline (TRP) will not be made until at least June, a U.S. official tells Reuters, which would delay the project for months and frustrate backers of Canada's oil sands. "It's not weeks until the final decision," according to the source. "It's months." [View news story]
    >It's all about "green power" and by that I mean "red power."

    The commies are coming to get us? Go on...
    Feb 3 03:23 PM | Likes Like |Link to Comment
  • The Obama administration's decision on the Keystone oil pipeline (TRP) will not be made until at least June, a U.S. official tells Reuters, which would delay the project for months and frustrate backers of Canada's oil sands. "It's not weeks until the final decision," according to the source. "It's months." [View news story]
    Oilswell: The shale oil is already coming to the US via railroads (read the refiners earnings calls), and it is not going to go via B.C. pipeline to Asia anytime soon because the residents there aren't interested either. I have a Suncor refinery down the road, and they are refining oil sands product daily. If they can easily get it on the global market, prices will soar (as a Suncor shareholder, I wouldn't mind).
    Feb 3 03:21 PM | Likes Like |Link to Comment
  • The FTC issued recommendations on Friday to beef up privacy on mobile devices, including that developers should incorporate do-not-track capabilities in apps and other software. While the proposals aren't binding, they carry the weight of policy for the likes of Apple (AAPL), Google (GOOG) and Microsoft (MSFT). Underscoring the FTC's commitment to privacy, it has fined social-networking app Path $800K for collecting personal information on children. [View news story]
    Well, like you said, you should've sold when there was still "rumor" and not yet news (i.e. buy the rumor, sell the news). At this point, the only thing that will help BBRY's share price is turning in solid financial results demonstrating their product has traction in the market. So, if you trade with short time-horizons (i.e. measured in weeks), cut your losses and get out. If you trade with long-term time-horizons (i.e. measured in years), go to a store on the day of release and check out BB10 to make sure it is usable, and sell or hold based on your conclusion.

    The biggest mistake most people make is not learning to take their losses and move on. My advice is to get out of these consumer-type equities and find some good mining or energy related equities to hold, but I am biased (obviously).
    Feb 3 02:50 PM | 1 Like Like |Link to Comment
COMMENTS STATS
374 Comments
368 Likes