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Soros, Google Plunk Down $25 Million .........
.......On Energy Waste Reduction Firm
In news that could be viewed as a small boon for the alternative energy sector, billionaire investor George Soros and Google (NASDAQ: GOOG - News), the largest U.S. provider of Internet search services, invested $25 million in Transphorm, a California-based company specializing in energy waste reduction technology. The company has raised $63 million since 2007, according to Bloomberg News in a story filed on Thursday.
Soros's firm, Soros Fund Management is no stranger to energy investments as the firm held stakes in InterOil Corporation (NYSE: IOC - News) and Weatherford International (NYSE: WFT - News) at the end of the first quarter along with investments in Apple (NASDAQ: AAPL - News), Citigroup (NYSE: C - News), Monsanto Company (NYSE: MON - News) and Teva Pharmaceutical (NASDAQ: TEVA - News) among others.
Transphorm will use the funding it received from Soros and Google to expedite the development of its technology that is attempting to reduce waste created by industrial equipment, Bloomberg reported.
Transphorm's power modules eliminate up to 90% of all electric conversion losses, the company said on its Web site. The company has more than 30 patents protecting its technology. Quantum Strategic Partners Ltd. joined Kleiner Perkins Caufield & Byers, Google Ventures, Foundation Capital and Lux Capital in the most recent round of funding for Transphorm, Bloomberg reported.
My personal thoughts on the article are that Soros knows the goals of the politico's and won't make many bad investments. With the EPA cracking down on coal plants and drillers have left the Gulf for Brazil and Asia, alternative energy of all types should have an investment edge in the US. My favorite "Green" energy ETF is PUW, but I am not in now, but think it may be at a bottom, any accumululation volume and I am back in.
http://finance.yahoo.com/news/Soros-Google-Plunk-Down-25-indie-67332112.html?x=0
http://stockcharts.com/h-sc/ui?s=PUW&p=D&yr=2&mn=8&dy=0&id=p48928034057
http://finance.yahoo.com/q/pr?s=PUW+Profile
GL ALL
China going after energy>>>>>
1. China will invest 400 billion yuan ($62 billion) in the construction of four hydroelectric dams. The US should do this, IMO, but won't.
http://www.chinadaily.com.cn/business/greenchina/2011-06/23/content_12762261.htm
2. Nuke approvals may resume. The US ought to do this as well, but won't IMO
http://www.chinadaily.com.cn/business/2011-06/25/content_12774417.htm
3. Other
http://www.chinadaily.com.cn/business/greenchina/2011-06/16/content_12713689.htm
http://www.chinadaily.com.cn/business/2011-06/24/content_12772955.htm
Top 25 Clean Energy Patent Assignees....
./......2002-2010.
Of interest to me is that the auto makers hold a huge number of patents. Also, the early small company pioneers, Ballard and Plug hold no new 2010 patents and their stocks have fallen badly. Also, Panasonic has a lot of 2009 and 2010 patents, yet their revenue forcasts look bleak. Their other non clean energy segments could be suffering. I don't see and pure plays in the patents, maybe Tesla by their chart.
http://cepgi.typepad.com/.a/6a00e5502e87bf8833014e601a21ab970c-popup
Expanding the sub charts in the main link, Tesla Motors looks interesting with many patents, but still losing a ton of money. Will electric cars be a good play long term? If so, the big boys might eat Tesla alive?
http://cepgi.typepad.com/.a/6a00e5502e87bf8833014e601a29da970c-popup
Main article, very complete and current>>>
http://cepgi.typepad.com/heslin_rothenberg_farley_/
GL ALL
Short and "I did not say that" about pain
Short could hace been truthful about a pharma pain product. But, many of us feel he was hiding something. Z could have a nutraceutical deal with a pain product like BiFlexin classified as a nutraceutical. BiFlexin and Healthy Body and Every Body have new trademark names for NTRZ, but we have not heard one of them mentioned.
The strange case of RiPower Immune Boost continues. It has been 4 weeks since I informed Garner that the trademark name, "RiPower Immune Boost" had been adandoned and it still is. Three possibilities here,
1. The paperwork takes a while.
2. Z is changing the name to include fighting radiation. They may have been reading malty, bass and grey's posts about gama tocotrienols fight radiation.
3. All of Z's online store with be part of a JV deal with other(s) and the name will be changed. And this fits in with the 3 new trademark names that are new this year. And pharma could be part of it, but 2-3 years off as Short was saying.
I hope for door 2 and 3. But, my main point is that Short might have been telling the truth about no immediate pharma product, but acting defensive because he was trying to keep quiet about a pending nutraceutical deal.
Thoughts or comments please!!!!!
The company plan? You guess
At one of the CC's Leo might have laid out the company business plan and a big deal with Bright Foods may not be part of it. Brazil is already laid out and Leo told us that when the US plants are at capacity Z would open a plant in China. Short had already mentioned that we would shoot for several small plants in China and not a big one as Brad had planned. Myself I have the big Bright deal in my mind, but there are many other ways to go. And, expansion could come faster than we all may think without a China plant. Exactly what will happen at LA # 2 is an unanswered question. Why build a China plant when something like a small oil plant could be built there and it sits emply now.
And, remember the Brad Bright deal. NTRZ put up like 3/4's of the money and if we use smaller plants there, Z might not need a lot of help from Bright.
NTRZ expansion could be geometrically explosive (I hated Brad's term) as is, and Short might be doing us right not diluting us too much with many partners. If Z got a good RiBran deal with a major USA company like Pilgrims Pride or Tyson, they could gobble up(pun intended) most of our USA supply of stage one in one gulp. Leo said LA#2 is strategically located? How and why? Well, there is a port there than could receive Irgovel RiBran and oil or could ship LA#1 and #2 RiBran and or oil to Europe.
At any rate, Bright Foods could be in a future plan, but not for now. What baffles me is why every major county that mills rice is not beating down Z's doors for it's stabilization system can increase it's countries food supply without growing any more rice. Maybe Short and Leo don't think big enough. My next CC question will be about that topic. Maybe the big deal I am hoping for that ties this all together will be a convertible preferred deal that would be world wide, not just with China. Alothon has a partner named Partners Group that is world wide. Alothon is basically for South America. Partners Group acquired a secondary stake in Alothon in 2007 and is world wide. http://www.partnersgroup.com/g3.cms/lang/en
So, who knows. What spurred me on to this post is I found an article that says about Bright Foods, "Bright Food, which has so far made two successful acquisitions abroad, will continue to buy overseas assets in its core businesses including wine, sugar and dairy, despite frustrations in some deals,". I don't see anything resembling SRB on that list.http://uk.reuters.com/article/2011/05/20/brightfoods-idUKB9E7FQ01W20110520
This has got to be the year of "Show Me". With BK behind us, many new customers can buy from Z. I don't know about Q 2, but Q3 should be humongous.
Thoughts or comments please!!!
I added yesterday in the face of the oli reserves being used and the talk of Alaska being opened up. It seems to me they are trying to talk oil down. Obama said he'd veto any Alaska drilling bill. Me thinks "The lady doth protest too much. Obama would love food and energy going down headed into the primaries. But, the oil trading is bigger than the USA. I may be proven wrong here, I usualy get bullish too soon.
http://www.reuters.com/article/2011/06/23/us-oil-arctic-permitting-idUSTRE75M02M20110623
GL ALL
I added a chunck today. This reserve oil is as phony and will be seen as a ploy. Now they want to publicize the potential for drilling in Alaska, more hype. It is a matter of time and the dollar falls again and commodities go up. I might be premature, but I see $8.35 as the absolute bottom. It may not get there. RJI and RJZ are right on long term uptrending support lines today.
http://stockcharts.com/h-sc/ui?s=RJA&p=D&yr=2&mn=8&dy=0&id=p08463927782
GL ALL
3 50,000 trades and a 170,000 all at the ask. Hopefully a bottom is in.
Price Size Exch Time
$0.1800 170,000 OTO 12:23:26
$0.1800 50,000 OTO 12:23:19
$0.1770 5,000 OTO 12:21:39
$0.1770 5,000 OTO 12:21:29
$0.1770 10,000 OTO 12:09:19
$0.1750 22,700 OTO 12:06:16
$0.1690 100 OTO 11:54:17
$0.1690 50,000 OTO 11:48:06
$0.1680 7,300 OTO 11:39:23
$0.1680 50,000 OTO 11:39:12
$0.1650 4,000 OTO 11:34:35
$0.1651 11,900 OTO 11:28:29
$0.1680 200 OTO 10:41:49
$0.1630 3,084 OTO 10:09:08
$0.1630 3,084 OTO 10:08:55
$0.1900 1,550 OTO 09:30:13
$0.1650 900 OTO 09:30:11
I think the streamer is wrong. I saw the 170,000 share trade at the bid at .18 before it was filled. With the tape above it sure looks like the 50,000's were at the bid as well. Yeserday's was screwed up the other way as up volume was 2/1 over down volume and we lost 7+%. Glad it's up, down to .175 now
GL
free--come on now, you have many good things to say, and a sneaky sense of humor that is fun. Dew could have said the same about me as I can get a bit political at times. I've said MUCH worse than you on other boards. It's nice to know Dew draws board boundries. I will be watching my "Opinions" closer.
blade
I hoped someone would post about the video. It is like Shork was paid to steer people away from it? Like you said, nukes are dead, and as I have been posting, the current USA administration is trying to shut down coal(In time). So, what's left? From a post I put up yesterday>>>>>>
"CNG has 30 percent less carbon dioxide and 97 percent less carbon monoxide than gasoline with almost no particulate matter. It’s roughly half the cost of gasoline or diesel."
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64480129
Hey blade, ECA--connect the bottoms of July 09, September 10 and now that is a good uptrending support line if it holds. The increased volume I am sure is caused by falling oil prices. A selling climax? I might dabble if it breaks the 80 on the Williams without going any lower on a close basis.
http://stockcharts.com/h-sc/ui?s=ECA&p=D&yr=2&mn=8&dy=0&id=p59523763168
SWN--Just bounced off the lower channel line and Williams turned up. I could buy tomorrow off the chart if the world markets or oil are not crashing. I use closeup stops and get whipsawed a lot lately. I might want to see it go above the 20 day moving average. Better up volume would really get me excited. Overall, I am not in a buying mood. Some comparisons to the 87 crash floating around, but fear is cheap. Shork played the fear card too well on the video?
http://stockcharts.com/h-sc/ui?s=SWN&p=D&yr=2&mn=8&dy=0&id=p14864571502
News story on the industrial facebook
I can cut and paste the article, but you must have a facebook account to see the nice photos.>>>>
NutraCea - IFT - 2011 in New Orleans.
by NutraCea on Monday, June 20, 2011 at 5:03pm
.
IFT-2011 brought food and beverage ingredient professionals from all over the world to the heart of Louisiana - New Orleans. The 3-day Food Expo lasted from June 12th to June 14th. The halls of New Orleans’s Convention Center were full of exhibitors and attendees looking for the latest trends and modern solutions.
This year, NutraCea made its mark with a new image and conceptual design, a new strategy, a new leader, and a strategic plan to network and distribute its innovative product solutions and cost-saving opportunities.
IFT-2011 was the perfect location and venue to bring back the excitement and vision of rice bran as a natural resource and key commodity in this ever growing and changing industry.
Furthermore, NutraCea boosted interest with its addition of Defatted Rice Bran and Rice Oil.
(See IFT Photo Album)
http://www.facebook.com/media/set/?set=a.179302235461887.42794.165300750195369
Natural Gas--A sucker bet?
I brought up the topic of the curent admistraions hopes of using less coal and what might benefit from it to fill the void and natural Gas was one. Thanks, I was surprised at all the discussion, this is a great message board. I like to possibility think and it often goes nowhere, but...... one of these day, .........LOL.
I am neutral on natural gas, but watching. Charts usually tell me where to buy. Here is a video I found today "Natural Gas is a Suckers Bet".
http://finance.yahoo.com/blogs/breakout/natural-gas-sucker-bet-stephen-schork-163135775.html%20%20%20?sec=topStories&pos=4&asset=&ccode=
Thanks for the good board
freeaccess good post.................................
You wake up slow, but recover fast, lol.
I remember hearing of devices being squashed 20 years ago that would have improved gas mileage on cars. Often, these are held back long enough to get the big boys into them like GE and United technologies into wind energy.
http://www.renewableenergyworld.com/rea/partner/heslin-rothenberg-farley-mesiti-p-c-7929/news/article/2010/06/clean-energy-patents-hit-record-high-in-fiirst-quarter-clean-energy-patent-growth-index
Geez, all big companies in the article, Honda, GM, Toyota, Ford.
"According to MON’s CEO, the only two areas on the planet where this can be done to a meaningful degree are Brazil and the former Soviet countries in Eastern Europe"
Dew, this is a positive double whammy for investing in Brazil. Besides food, with US drillers swarming done in Brazil and helping their economy while hurting the USA.
http://investorshub.advfn.com/boards/read_msg.aspx?message_id=64390684
I do believe Brazil will out perform most other countries. The big problem is corruption, but tell me a country that is free of corruption.
http://www.economist.com/node/15580390
Great board here DewDiligence
Here is a food piece from a well know European. Scroll i/2 down the article. Says food may be the best hedge against declining commodity prices later in the decade as well as a mover the next couple of years.
Global food prices have risen by 37% in the past year according to the FAO. It was higher food prices plus the high level of unemployment in MENA countries that sparked so much rioting in the region. China’s government is highly sensitive to rising food prices. They may well rise further over the coming months due to the hog cycle so ensuring that pork prices increase further followed by corn and in due course even wheat. But, China’s agricultural base is deteriorating. Top soil is collapsing to dangerous levels; its fertility is being destroyed by acidification; water is being consumed way beyond sustainable levels; and aquifers are being exhausted. These are structural issues, not short term cyclical ones. t productivity will decline to a rate closer to the Asian Tigers ex. China or down to the 2% a year level from its historic 5% rate. The above remarks also imply that China will be importing more foodstuffs over the coming decade. Unlike the USA, China is becoming increasingly dependent on imports of food and energy. back to the 1990s sustainable growth, but its fragility is being patched up by unsustainable fiscal and monetary excesses. In fact, as Charles Gave wrote recently in GaveKal Five Corners, these policies have had the opposite effect than those intended (the unintended consequences of policy actions!), “Capitalism cannot work without a proper cost of capital. Capitalism needs the process of creative destruction, and if real rates are negative or abnormally low, the destruction part of the process cannot happen, zombie companies are kept on perpetual life support and growth flags.”
This is exactly what is happening nearly everywhere. Politicians won’t bite the bullet (perhaps with the exception of the UK) without a crisis. That crisis is coming, certainly by early 2013 if not sooner, to be followed by years of recession and deflation, a period when the down years will outnumber the up ones. It will be accompanied by a serious deflation of assets, both equities and commodities, perhaps excepting food. This period of austerity is likely to last until around 2018; a generation of debt should by then have been worked off so laying the foundations for a long period of sustainable growth.
http://www.investorvillage.com/smbd.asp?mb=5029&mn=48556&pt=msg&mid=10631704
Here is a food piece from a well know European. Scroll i/2 down the article. Says food may be the best hedge agasinst declining commodity prices as well as a mover the next couple of years.
Global food prices have risen by 37% in the past year according to the FAO. It was higher food prices plus the high level of unemployment in MENA countries that sparked so much rioting in the region. China’s government is highly sensitive to rising food prices. They may well rise further over the coming months due to the hog cycle so ensuring that pork prices increase further followed by corn and in due course even wheat. But, China’s agricultural base is deteriorating. Top soil is collapsing to dangerous levels; its fertility is being destroyed by acidification; water is being consumed way beyond sustainable levels; and aquifers are being exhausted. These are structural issues, not short term cyclical ones. t productivity will decline to a rate closer to the Asian Tigers ex. China or down to the 2% a year level from its historic 5% rate. The above remarks also imply that China will be importing more foodstuffs over the coming decade. Unlike the USA, China is becoming increasingly dependent on imports of food and energy. back to the 1990s sustainable growth, but its fragility is being patched up by unsustainable fiscal and monetary excesses. In fact, as Charles Gave wrote recently in GaveKal Five Corners, these policies have had the opposite effect than those intended (the unintended consequences of policy actions!), “Capitalism cannot work without a proper cost of capital. Capitalism needs the process of creative destruction, and if real rates are negative or abnormally low, the destruction part of the process cannot happen, zombie companies are kept on perpetual life support and growth flags.”
This is exactly what is happening nearly everywhere. Politicians won’t bite the bullet (perhaps with the exception of the UK) without a crisis. That crisis is coming, certainly by early 2013 if not sooner, to be followed by years of recession and deflation, a period when the down years will outnumber the up ones. It will be accompanied by a serious deflation of assets, both equities and commodities, perhaps excepting food. This period of austerity is likely to last until around 2018; a generation of debt should by then have been worked off so laying the foundations for a long period of sustainable growth.
http://www.investorvillage.com/smbd.asp?mb=5029&mn=48556&pt=msg&mid=10631704
free
w/bloom energy--I will have to explore it, thanks for the lead.
Fuel Systems Solutions (FSYS)
Thanks Democritus, it has potential. It is right on a slightly declining support line and could take off with the right news.
http://stockcharts.com/h-sc/ui?s=FSYS&p=D&yr=2&mn=8&dy=0&id=p80647280184
The fundies look OK except for the 80% miss last quarter.
http://finance.yahoo.com/q/ae?s=FSYS+Analyst+Estimates
For a story stock, the Yahoo message board has few messages, which is a good sign, IMO. I will be watching. The Q1 looks shakey, but they have been aggressive with takeovers that may pay off in 2012.
http://finance.yahoo.com/news/Fuel-Systems-Solutions-pz-633763173.html?x=0&.v=1
Democritus, got any more good thoughts about it?
Freeaccess--Interesting times.
1. Using less coal should help, oil, "Green energy" and natural gas.
2. Using less biofuel means we need more coal or "Green Energy", oil or Nautral gas. Nukes seem out of it after Japan's tradgey, at least for a while.
3. So, use less biofuel at the same time less coal, and a huge squeeze is on making the "Green", oil and gas worth more?
4. Oil is used in the planting and harvesting of food, so the biofuel elimination should make corn and maybe other foods cheaper, but whn oil rises after the affects of all of the above, food may actually go up. RJA, I own a little, and it may break the bull pennant soon?
What a mess our government creates, AGHAST
Hold on to your wallets, buy a little house on a farm and stock up on 50 pound bags of rice.
Dew--nothing I could find on the 2010 search, but there are 120,000 cars in the USA using CNG now, but the plays are all big companies and just a small part.
http://www.cnbc.com/id/40794709/Natural_Gas_Vehicles_On_The_Road_To_Acceptance
So much for American technology, the Chinese have it all over us in CNG forklifts. I need more time to search. I hope someone here knows of some good plays in this area.
http://www.alibaba.com/showroom/natural-gas-forklifts.html
From the first article "CNG has 30 percent less carbon dioxide and 97 percent less carbon monoxide than gasoline with almost no particulate matter. It’s roughly half the cost of gasoline or diesel."
http://carlyle.com/
You were asking which Carlyle Group I was referring to. There used to be a Carlyle Industires that made rubberized ruffing for flat roofs, but they sem to be gone. This bunch is huge, and a bit political as well. And this one is shooting for an IPO, bigtime>>>
http://dealbook.nytimes.com/2011/06/15/the-race-to-lead-carlyles-i-p-o-heats-up/
http://gcaptain.com/china-places-ship-order-valued?22872
GL All
"private-equity consortium led by Carlyle Group"
Dew, and I did check and found this Carlyle Group is private.
By side play I mean smaller users of natural gas in different industries, like busses that use compressed natural gas. There must be other companies getting into vehicles such as busses, golf carts, forklifts? I thought you might save me some time in digging.
A few more messages and we might make the "Breakout Boards"?
http://investorshub.advfn.com/boards/hotboardsrelative.aspx
Farm subsidies in Brazil.......
......these can only help NTRZ>>
›BRASILIA, June 21 (BERNAMA-NNN-MERCOPRESS)--Brazil's president Dilma Rousseff announced an agriculture support plan of approximately US$67 billion to increase by 5% the 2011/2012 harvest of grains and oil-seeds The Agriculture and Livestock 2011/2012 Plan announced by President Rousseff has the target of increasing the current record crop of 161.5 million tons to 169.5 million tons next season beginning next month.
"The purpose of the Plan is to consolidate Brazil as one of the major food producers in the world, guarantee domestic supply and increase exports which already represent 40% of all of the country's overseas sales", she said.
The support plan for farmers is also geared to an abundant supply of grains, oilseeds and beans for the home market to stabilise home prices and avoid any inflation bout, because of shortages.
The resources for funding the Plan are 7% higher then that for the last crop (US$62.5 billion) and will be implemented mainly through cheap access to credit.
"We must provide our farmers with the same weapons" as international farmers, said Rousseff during the launching of the plan.
"We must guarantee farmers the adequate financing. An 80% of the resources will be loaned with an interest rate of 6.57%", added the head of state, which is half the basic interest rate in Brazil (12.25%). Current inflation in Brazil is running at an annualised 6.55%.
Rousseff also emphasised that loans with almost zero interest are compatible with the international market and will allow Brazilian farmers to compete in equal conditions with other countries.
The President underlined that Brazil is one of the few countries left in the world with the capacity to increase farm production without having to de-forest and that condition has been repeatedly confirmed as the country becomes a leading world supplier of food.
"A country which aspires to become a food producing power, must also be an environmental aware power", she said.
http://www.bernama.com/bernama/v5/newsworld.php?id=595720
That CLF deal makes me sort of convinced that we can't profit off of US coal going to China. It is already factored in or the Carlyle private deal will make the money. The world is awash in natuiral gas, but plants switching from coal to gas could move natural gas a bit.
DewDiligence, do you know of any side plays that use natural gas?
http://www.matthewsbuses.com/compressed-natural-gas-bus-delivered-leon-county-district-schools-florida
Shipping coal to China?
It seems possible that China may buy our coal. There are many two year old China/coal stories, none saying anything has changed>>>
http://news.bbc.co.uk/2/hi/asia-pacific/6769743.stm
So, maybe shipping companies is the way th play this? Well, they are in a slump, but maybe that is a time to buy?
http://stocks.investopedia.com/stock-analysis/2011/Will-Dry-Bulk-Shippers-Ever-Come-Back-DSX-GNK-EGLE-EXM-NM0615.aspx?partner=YahooSA#axzz1Pwoj66E9
But, enter a China deal with a private ship builder to compete with the public companies--BOO>>>
http://gcaptain.com/china-places-ship-order-valued?22872
So, I just talked myself out of buying shipping stocks that ship coal, LOL. But, maybe I will find something. I see nothing exciting in the shipping stocks mentioned.
http://stockcharts.com/h-sc/ui?s=DSX&p=D&yr=2&mn=8&dy=0&id=p21435775704
http://stockcharts.com/h-sc/ui?s=EGLE&p=D&yr=2&mn=8&dy=0&id=p62688074020
http://stockcharts.com/h-sc/ui?s=EXM&p=D&yr=2&mn=8&dy=0&id=p76595498065
http://stockcharts.com/h-sc/ui?s=GNK&p=D&yr=2&mn=8&dy=0&id=p93023698122
http://stockcharts.com/h-sc/ui?s=NM&p=D&yr=2&mn=8&dy=0&id=p21302430631
These shipping stocks may have good bounces, and maybe one will ship more coal, but I can think of more exciting things to invest in the area of natural resources. Such as a couple of "Green" ETFs that had nice bounces today and interesting volume.
http://stockcharts.com/h-sc/ui?s=PUW&p=D&yr=2&mn=8&dy=0&id=p47749292826
http://stockcharts.com/h-sc/ui?s=PIO&p=D&yr=0&mn=8&dy=0&id=p45535554734
I am not buying either tomorrow, but watching.
GL ALL
It seems the corn kernel IS used in making ethonal acording to the sources I look at.
http://en.wikipedia.org/wiki/Corn_ethanol
http://news.carjunky.com/automotive/ethanol_made_from_corn_and_other_crops_ab1391.shtml
Good point DewDiligence.
The US may reduce coal, but will the rest of the world? I doubt that the third world countries will go along. But clearly "Green" energy may get a boost.
US to quit using coal for energy?
Here is a cyber friend of mine who posts on another site.I guess this is kind of like legal industry inside info, but how do we profit from it? He just retired as a legal consulatant to energy conpanies. He is a great stock man as well, just read his post and look at his charts. What do we use if not coal for electric plants? Prices will go up. How do we capitalize in investing if what he says is true? Natural gas perked up last week, but fell back.
Old Fool>>>>>>>
Oh - I am still around and just sitting on my thumbs and waiting. I will debate the Permabull characterization. Quote from my post on 5/8/11
"I have been selling off some of my final pieces of the runners over the past couple of years and further aligning my long and short-term portfolio with the retirement scenario. Moving into cash in the trading port and cash and dividend payers in the LT (mostly tax deferred) port. I believe I have a reasonable balance - up or down."
That is still my position. I am about 90% cash in the TP and 30% cash in the LT port. Feeding a few bucks to dividend stocks on big downwash days. The direction has been obvious to a blind man for the past month so I have not felt much pressure to post. Beside, I have been very busy - so much for semi-retirement.
My retirement announcement along with some significant EPA action has kicked a bunch of law firms into action. A bunch of retainer letters arrived the week following my announcement. Then EPA started dropping a bunch of new rule proposals that are very onerous. Their most recent action on the utility industry will shut down about 20% of the coal fired plants in this country and prevent ANY new ones from being built. Needless to say, folks in the business are kind of excited. So I have been working my a$$ off in semi-retirement. And - hold on to your wallet. The clear objective of this Administration is to shut down coal - period - end of discussion.
We are in a bear hug - no doubt about it. Greece (and the rest of Europe) is a big part of it but not all. The average American is really downbeat and that is reflected in the markets and charts. I plan to hang out until there is some decent signal. I do not plan to play the short side because I do not have time to tend the position.
I have tried to keep up with the charts most every night and the link is below. No comment is necessary if you can see.
http://stockcharts.com/def/servlet/Favorites.CServlet?obj=ID2071209
Have a good evening,
The Old Fool
US to quit using coal for energy?
Here is a cyber friend of mine who posts on another site. He just retired as a legal consulatant to energy conpanies. He is a great stock man as well, just read his post and look at his charts. What do we use if not coal for electric plants? Prices will go up. How do we capitalize in investing if what he says is true?
Old Fool>>>>>>>
Oh - I am still around and just sitting on my thumbs and waiting. I will debate the Permabull characterization. Quote from my post on 5/8/11
"I have been selling off some of my final pieces of the runners over the past couple of years and further aligning my long and short-term portfolio with the retirement scenario. Moving into cash in the trading port and cash and dividend payers in the LT (mostly tax deferred) port. I believe I have a reasonable balance - up or down."
That is still my position. I am about 90% cash in the TP and 30% cash in the LT port. Feeding a few bucks to dividend stocks on big downwash days. The direction has been obvious to a blind man for the past month so I have not felt much pressure to post. Beside, I have been very busy - so much for semi-retirement.
My retirement announcement along with some significant EPA action has kicked a bunch of law firms into action. A bunch of retainer letters arrived the week following my announcement. Then EPA started dropping a bunch of new rule proposals that are very onerous. Their most recent action on the utility industry will shut down about 20% of the coal fired plants in this country and prevent ANY new ones from being built. Needless to say, folks in the business are kind of excited. So I have been working my a$$ off in semi-retirement. And - hold on to your wallet. The clear objective of this Administration is to shut down coal - period - end of discussion.
We are in a bear hug - no doubt about it. Greece (and the rest of Europe) is a big part of it but not all. The average American is really downbeat and that is reflected in the markets and charts. I plan to hang out until there is some decent signal. I do not plan to play the short side because I do not have time to tend the position.
I have tried to keep up with the charts most every night and the link is below. No comment is necessary if you can see.
http://stockcharts.com/def/servlet/Favorites.CServlet?obj=ID2071209
Have a good evening,
The Old Fool
Food-pharma convergence?
Audio from Nestle spokesman>>>
http://www.nutraingredients-usa.com/Industry/Food-pharma-convergence-Keep-an-eye-on-Nestle-says-nutrition-professor
NTRZ fits in this trend.
Hungry China Shops in Argentina
I hope they are shopping in Phoenix as well
›JUNE 20, 2011
By SHANE ROMIG
BUENOS AIRES—Chinese investment is flooding into Argentina as the Asian giant expands its global commodity hunt from the raw materials used in industry to the foodstuffs needed to feed its 1.3 billion citizens.
China's investment in Latin America hit $15.6 billion during the 12-month period through the end of May, nearly three times greater than the year-ago period, consulting firm Deloitte said in a report. Of that amount, Brazil received about 60% and Argentina close to 40%.
During the last three years, more than 70% of China's investment in the region went to energy and minerals, but farming is attracting more attention as the country seeks to fill its bowls from foreign fields.
China already buys the bulk of Argentina's soybean exports, its top crop and largest source of export revenue. Soybeans are mainly used as livestock feed in China, where meat consumption is rising along with personal incomes. At the same time, urbanization is shrinking the amount of arable land available in China [no kidding].
Last week, China's largest farming company, Heilongjiang Beidahuang Nongken Group, signed a joint venture with Argentina's Cresud SA to buy land and farm soybeans.
Cresud is one of Argentina's top agriculture firms with control over more than one million hectares (2.47 million acres) of farmland that produce grain, cattle and milk.
Cresud didn't respond to requests for comment.
Heilongjiang Beidahuang Chairman Sui Fengfu told Dow Jones Newswires in March that the company plans to buy 200,000 hectares of overseas farmland this year, and that Latin America is a target area. The company is already farming two million hectares of land outside China.
Heilongjiang Beidahuang is also spending $1.5 billion to lease and develop farms on 300,000 hectares in Argentina's Rio Negro Province. Over a five- to 10-year period, the company plans to grow wheat, corn, soybeans, fruit, vegetables and wine grapes for export to China.
The deals with local partners such as Cresud and the province of Rio Negro appear aimed at avoiding a backlash against foreign ownership of farmland in Argentina, since Heilongjiang Beidahuang won't be buying the land outright.
President Cristina Fernandez has introduced legislation limiting land purchases by foreign individuals and companies to 1,000 hectares in rural areas, a move with popular support after a number of foreigners bought large holdings in recent years.
Heilongjiang Beidahuang's incursion in agriculture comes hot on the heels of heavy Chinese investment in Argentina's oil sector.
In February, Occidental Petroleum Corp. sold its local assets to China Petroleum & Chemical Corp. for $2.5 billion. Last year, China's Cnooc Ltd., in partnership with Argentina's Bridas Corp., agreed to buy a 60% stake in Pan American Energy from BP PLC for $7.1 billion.
Deloitte predicts that Chinese investment will continue pouring into Latin America but expects a diversification in the future into other industries such as manufacturing, infrastructure and finance.‹
http://online.wsj.com/article/SB10001424052702303823104576391621352528138.html
Fathers Day song
David Gate(Bread) sings a song to his deceased Father.
More on Brazil---EWZ,
LA and Texas suffer while Brazil oil brings a boom to the Brazilian's
http://blogs.forbes.com/kenrapoza/2011/03/23/as-us-oil-rigs-leave-for-brazil-permits-and-prices-only-factor/
I like EWZ, but not in right now as the world's markets are a bit precarious.
Chart -EWZ needs a clean break
1. A close above the 200 and 50 day moving averages is a good ad point , IMO.
2. A new alltime high close would be another add point.
3. I call it a hold now, all markets look a bit weak.
http://stockcharts.com/h-sc/ui?s=EWZ&p=D&yr=2&mn=8&dy=0&id=p04336347586
I had a Jim Rogers video, but deleted. He like Brazil for it's natural resources.
Other Brazil ETF's that might be worth a look>>>
http://stocksabroad.com/modules.php?name=Brazil_ADR
GL ALL
Good board Dew, the shifting world wealth will offer the best investing situations in the coming years. "Follow the money"? I think so.
Rhino--Hurricane plays????
I see IPII and BUGS had big days today, your thoughts and your perennialal pick, NSMG looks poised for blast of. Rhino, your hurricane thoughts of these and others?
http://stockcharts.com/h-sc/ui?s=BUGS&p=D&yr=2&mn=8&dy=0&id=p91596047832
http://stockcharts.com/h-sc/ui?s=IPII&p=D&yr=2&mn=8&dy=0&id=p34747912065
http://stockcharts.com/h-sc/ui?s=NSMG&p=D&yr=2&mn=8&dy=0&id=p23796554913
GL ALL
Biofuels subsidies ending?
I will believe it when I see it. It looks like they got the votes for a veto over ride. Corn fell 3% today and RJA and CORN ETF's broke below the 200 day moving average. My bet is on food going down for a month or more. But, oil may stop going down, as it did today.
http://news.yahoo.com/s/nm/us_usa_senate_ethanol
http://stockcharts.com/h-sc/ui?s=RJA&p=D&yr=1&mn=0&dy=0&id=p61059230842
http://tfc-charts.w2d.com/chart/CN/71
http://stockcharts.com/h-sc/ui?s=CORN&p=D&yr=1&mn=0&dy=0&id=p25922308884
Will the rest of the world follow? I doubt it, and will the House go along?
The vote from the SH meeting.
The package lost, but not by many votes. Lintzenich and Saunders had a lot of no votes.
http://biz.yahoo.com/e/110616/ntrz.pk8-k.html
Biofuel subsidies to end?
Looks like it might and that would lower corn price anyway.
http://news.yahoo.com/s/nm/us_usa_senate_ethanol
And some people knew it was coming as RJA broke the 200 day Moving Average today.
http://stockcharts.com/h-sc/ui?s=RJA&p=D&yr=1&mn=0&dy=0&id=p61059230842
Corn futures down over 3% today>>
http://www.finviz.com/futures.ashx
Roger--Good connection, Z has a contract for the year, but amounts could be increased. An interesting point about RiPowerImmuneBoost is that the trademark has been abandoned. That is the best product for radiation. I informed Garner of it two weeks ago and it is still Abandoned. It may be a paperwork problem or maybe the name will be changed with a nutraceutical deal. I always hope for the best. NTRZ added the radiation story to many of their products after that article.
Check the radiation story in green lower right
http://www.nutraceaonline.com/ripower-immune-boost
Seeabandoneddoned products, as well as three 2011 trademark names that have never mentionedtioed by z, Biflexin, Healthy Body and Every Body>>
http://www.trademarkia.com/company-nutracea-888189-page-1-2
Nothing about the vote...
So, I hope they put or a PR yet today or tomorrow about the vote and hopefully more.