Seeking Alpha

Valleywood

Valleywood
Send Message
View as an RSS Feed
View Valleywood's Comments BY TICKER:
Latest  |  Highest rated
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Freya,

    Unpaid utility bills or salaries is debt. That's what debt is. Unpaid bills. Debt.

    That's not full circle. That's the identity function. Something unpaid is a debt.

    Are you having fun yet?
    Mar 12, 2015. 06:08 PM | 6 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    ii,

    PLOW destroys all figures for the quarter. Amazing performance. Getting destroyed itself today. Evidently the numbers were too good. Being punished for excellence.

    The market is an amazing place. :>)
    Mar 12, 2015. 11:18 AM | 6 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Reply to Self:

    PLOW destroys all estimates by all analysts launching numbers top line & bottom line. Getting destroyed today (10% + - ). This is why the market is so much fun.

    Go figger.
    Mar 12, 2015. 11:14 AM | 3 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Where is Raleigh?

    PLOW crushes the numbers. Crushes.
    Mar 11, 2015. 06:40 PM | 5 Likes Like |Link to Comment
  • QuickChat #278, February 5, 2015 [View instapost]
    Thank goodness winter is over. I think.

    PLOW (Douglas Dynamics) has crushed the numbers top & bottom. God bless the heavy snow. (I had a different expression a month ago). :>)
    Mar 11, 2015. 06:23 PM | 5 Likes Like |Link to Comment
  • Has This Clean Energy REIT Left The Train Station? [View article]
    Tom Konrad, Thank you for the response. Interesting that you spoke up because I have stolen a few ideas from you also that have gone well. I expect that Joseph L. Shaefer will show up at any moment and make it a trifecta. All three of you have shown your flashlight on equities forcing me to see them in a different light. And I've made money on advice from all three of you, Brad, and Joseph.

    That's the value of SA to me anyway. Different opinions. An echo chamber is very boring and not even a little bit profitable. Thanks, guys.
    Mar 7, 2015. 03:43 PM | 4 Likes Like |Link to Comment
  • Has This Clean Energy REIT Left The Train Station? [View article]
    To Everybody but Brad (a'hem),

    Let me point out that I'm old in years yet new to income investing. Let me also point out that I almost never even glance at my income equities except for a quarterly review. I love sleeping soundly on my retirement income portfolio and with that in mind, I bought HASI. Woooonta found it without Brad. Thanks, Brad!

    HASI now pays $0.26/ qtr. That's $1.04/ yr. which at today's price is 5.9% roughly. If HASI increases their dividend to $0.29/qtr the yield jumps to 6.5%, Brad's entry target. If HASI repeats last year's dividend increase of $0.04, the dividend jumps to $0.30 and at today's price we are yielding 6.8%. So for somebody like me who is very very patient, buying today forces me to wait 9 months to garner 6.8% but in the meantime I gather those intervening dividends. And best of all, I can sleep well as I wait.

    Please don't let Brad know of my counter thinking. Sooner or later he'll stop these free SA pieces and force us to pay for his newsletter. No sense speeding him up. :>) FWIW, I've made thousands off his scholarship in the past six months. Think I'd balk at paying his price? But don't say nuttin' !
    Mar 7, 2015. 09:55 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    CAPR following a long slow spiral:

    1:10 split in the recent past

    1:50 split last year

    up today 29% + -

    Those sales were a long long time coming.
    Mar 5, 2015. 11:09 AM | 2 Likes Like |Link to Comment
  • Has This Clean Energy REIT Left The Train Station? [View article]
    Brad, when I retired She Who Must Be Obeyed insisted I stand down from my 100% growth investing ways. It's been a long ten-year education, but I have discovered many things, one of them NOT being REITS. Luckily you are here and do the heavy lifting.

    When you wrote your original article I spent a few hours checking and jumped on board. HASI is my heaviest REIT following a week of increasing buy orders. You're the best! Thanks for all you do. I have sent a check to our local Shenandoah Valley homeless shelter in your honor.
    Mar 5, 2015. 09:45 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    Adding gasoline to the fire:

    Have done very nicely with LNG. Not nearly what I should or could have, but nice nevertheless. Sold almost all at $71. Mistake.

    I was reviewing the long-term chart and happened to notice stock splits of:

    1:4
    1:3
    1:6

    They later had a 2:1, but still, that's a split of 1:72 at one point and LNG has lost more money on any one day than AXPW has lost in their entire public existence methinks. Whatever the facts, LNG has lost gazillions.

    So maybe our RS will turn out to be our late blooming rocket???

    Prolly not, but dreamers dream. . . . . Still holding.
    Mar 3, 2015. 10:54 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 391: Mar. 01, 2015 [View instapost]
    bazoooka,

    The short answer is that I know virtually nothing about Squires. All my knowledge is second-hand and therefore unreliable. Clearly he has significant finance experience and therefore must be a great guy! :>)


    Of most significance to me is that Moorman is leaving on essentially his tenth anniversary which is precisely what he preached in the '70s. Wick believes that nothing further can be done in a position past ten years experience. This is what I would have expected of him.

    Inasmuch as Moorman probably hand-picked Jim to be his replacement I have absolute confidence he will be a dandy leader for NSC. For our PbC interests, this appointment virtually guarantees my guess that 999 has not yet proven its financial payoff. On the other hand, Moorman may have left the project incomplete to allow for the new guy's credit if it is.

    Bittersweet for me is that clearly Moorman is retiring early this year. He is my last personal friend at NSC and that makes me feel very old.
    Mar 3, 2015. 10:25 AM | 11 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    raleigh, try this:

    http://seekingalpha.co...


    or this:

    http://seekingalpha.co...-

    Lotsa folks you also see here. I have to admit that a lot of trading is done on these two sites and I'm more of a lurker. There are some folks here and some on the above two sites who think faster and smarter than I. Some folks here like Mr. I, Edmund, ii, and LT have more ideas in five minutes than I have in a year. I'm a S-L-O-W thinker. Still enjoy the exchanges however.

    I seem to do best buying things not usually done before. Like BOFI, MELI, & KNDI. An interesting (to me) idea is POT. Potash works on a field for 3-5 years then has to be reapplied. Farmers have been avoiding potash for three years now. POT can fix that plus they have a dividend.

    Watching a couple squirt guns better left unmentioned. My irresponsible toys to replace AXPW.


    What a beautiful day ! Not warm, but sunny. And best of all . . . . . . no snow !
    Feb 28, 2015. 10:06 AM | 5 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    RA, I have no idea what's going on with ePower. That said, last I heard was that they were trying to get their truck in the hands of a FedEx carrier. I have the suspicion that with the brutal winter we've been having any possible testing by a real customer is snarled up in a freezer.

    No facts here. Just imagination.
    Feb 28, 2015. 09:28 AM | 4 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    Mr. I,

    Being the Devil's Advocate here: I love this site. I love the banter. AXPW was not for me, at least, an investment decision, rather it was a gambling decision with very long odds. I liked the odds yet knew success was unlikely. This site is for entertainment and the study of facets to an idea foreign to my own. I wish there were more of this quality.

    My family is now well protected with trusts and constrained investment decisions. Nevertheless, I still have a little candy money to play with, and when the next AXPW appears I'll be right there swingin' at the ball. Every now & then a weeener shows up and makes all the previous pain disappear. I just love this forum and hope I can find another of this caliber on my next long gamble.

    So I guess that makes me a social media addict. :>)
    Feb 27, 2015. 05:06 PM | 7 Likes Like |Link to Comment
  • Axion Power Concentrator 390: Feb. 22, 2015 [View instapost]
    Edmund, nothing so romantic as a screen. I'm a die-hard Peter Lynch growth investor. I'm always looking for a mid-size domination player. Found PLOW by asking the local plow operators what blades they used. Douglas Dynamics (with many different labels/quality/features, etc.) seems to be a significant player and pays a dividend. All companies for Mom must pay a dividend (except for Intuitive Surgery) so that narrows the field significantly.

    To your point, I love ag right now. DE, fertilizer, (nitrogen at the moment) like TNH, and FPI. Not much fun to own, but they'll make money the old fashioned way.


    Still looking at fun stuff tho . . . . even though Her Majesty does not necessarily know what or how much. :>)

    Consider avoiding the temptation to recoup. Just try to double your money. Just like baseball, if you can hit for extra bases on a reasonable basis, every once in awhile you'll crush the ball deep. My hero was never Ruth. I was an Ernie Banks fan.

    You need only one rocket to forget AXPW. :>)
    Feb 27, 2015. 04:50 PM | 5 Likes Like |Link to Comment
COMMENTS STATS
770 Comments
18 Likes