Monthly Archives: June 2008

Markets, 3 mile Island & Oil

What does today’s market have to do with 3 mile Island? Oil. I sat down with a top manager at Ontario Power Generation (the largest nuclear site in North America) late last night, a mechanical engineer and my girlfriend’s father. It is his opinion that the nuclear industry is a unique one, in the way that [...]
Posted in Blogging, Engineering, Nuclear | Leave a comment

Meeting Bloggers: Expect the best

I have never met a blogger, who didn’t fall into the upper 1 percentile of most interesting and driven of people. For some reason they/we strive towards this surreal form of winning at whatever they/we do. I think, just because they/we want to. First off line connection I ever made was with TJ Lynch, a real [...]
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Deal Stocks 101: Market Causality

RIMM announces tomorrow. It has become, a deal stock.  Everybody talks about it, everybody has traded it, everybody has a story about making huge bucks or losing some coin (mainly the shorts).  See, same applies to GOOG.  Remember when GOOG announced, everybody had ZERO expectations, people were buying puts, and selling calls, scared it was going to [...]
Posted in Money, Thinking Outloud | Tagged | Leave a comment

Vote: Which book to live blog?

Iiiiiiii’m a wierdo, I’m going to live blog, the reading of a book.  That’s right, I’m going to sit down, read a book from start to finish, reflect every other page and type when appropriate.  Question for my reader(s?) is, which one should I do?  If you don’t pick one, I’ll just…well…pick one myself, and do [...]
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Developers & Desal

If you think I’m making up the problem of water scarcity, or you think it’s a problem for places far far away, or it’s just another hippy trend that isn’t real – talk to the developers in California who have piles of wood stacked up that they can’t turn into houses because the state won’t [...]
Posted in Desalination, Future, Water | Tagged , | Leave a comment

Energy Recovery

Scott & Thiago both told me, independently, a while back about a company soon to IPO called Energy Recovery. Less than 48 hours ago, they filed a bunch of paperwork with the SEC. I’ve spent about 30 minutes looking at the numbers so far.  $8, the midpoint of their expected range, implies 57x 2007 ep, and Q1 [...]
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Evernote

…is frigging cool Search for words that are IN THE PICTURE…yah, like OCR recognition.  I see Flicker, Google, Microsoft, Facebook et al, snapping up this company soon! http://www.truveo.com/Evernote-Image-Search-and-Capture-Demo-full/id/755121582 
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Boosting Returns: Take The Bet, Short the Puts

Unless CCJ hits $55, or ENER hits $70, or CSIQ hits $45 (these are all >10% moves), and I take profits as planned on the July FSLR’s…all before tomorrow, and since I closed a 3 week trace on FCX…then I add 1.4% to my bottom line this month, or generated 5.7% on cash tied up…however [...]
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2007 Bottled Water Consumption per Capita

2nd biggest exporter in the world, is China. 2nd largest importer is Hong Kong. The graph is per capita, the previous two facts are not. Can you guess where there is opportunity is? Source: China Water & Drinks Inc. 2007 Annual Report.
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Thinking Outside the Box: Rising Oil & Frozen Juice.

As oil rises, and urbanization trends continue, I’m thinking about what might happen.  Shipping rates go up – duh.  So, I think sales and margins will improve for concentrated solutions, where the competition selling finished products will be squeezed. Eg. Canned frozen juice vs the 2L of ready to drink stuff.  If you have to ship [...]
Posted in Economics, Future, Ideas, Thinking Outloud, Trends | Leave a comment

Finally Finding Value In Google Spreadsheets

Investors & traders can now use real-time (Ok, 20 minute delayed) data from google finance, in google spreadsheets. Maybe this is nothing new, but I just jumped on it last night, and played around. I added all the US tickers I have positions in to a spreadsheet, then also added either my own [...]
Posted in Money | 1 Comment

18 Things New Investors Should Learn

I’m younger than most people into stocks, as such, there seems to be a demographic boom of sorts of my friends wondering about getting started. I have brainstormed, regarding 18 valuable concepts. Some are obvious, some are not. All seem simple, most are not. 1. Market Causality is Fickle Stocks anticipate good news, and bad news. [...]
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Off To California

…Headed to for a week of (attempted) surfing…trouble…good times…and who knows what else…likely we’ll squeeze vegas in.  Going with two buddies who I went to university with, to visit our friend who is working at Becker Automotive Design …the makers of Jet Van. Their customer list, is very ’je ne sais quoi’…includes Eminem, Dr. Dre, Jennifer Lopez, Adam Sandler, [...]
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