Jeffrey McLarty

My sister and I, I can’t put my finger on it, see some fun form of value in the one laptop per child program. I remember mocking it a little at first…but…the smartest of people understand that they might not be right.

This post basically says out loud, that maybe, I might be wrong on the education thing I posted earlier today. I don’t know.

This TED talk is for her, and other extrapolators I know. Listen to it, read between the lines, and be inspired.

Yah, that’s right, I said Extrapolator. That’s my new word. It’s a leader + a thinker who extrapolates on ideas. Pretty sure it’s a real word already, but I’m positive i’m twisting the definition.

I consider myself one, my sister is one too.

…sort-of.

It’s on WALLSTRIP today, the explanation of the problem at least.

GOOD NEWS The problem has been solved! BAD NEWS is, Julie’s right that Bandwidth is finite. But who prospers when demand outstrips supply, I mean, beyond the obvious? I mean who wins? I’ll tell you, the guys selling the technology to make it seem less finite. Sandvine is that company. I hate being early. Stock chart gives me nightmares. But, the only reason I’m early is because Sandvine is in my backyard, I had an interview with them, a year ago…and they are hiring like mad and buying back stock NOW.

Did you see her offering $300M to the guy who can solve the problem? Well, the value is higher than that, much, But the solution is being offered by a $139M company. Quick math - uuughhh.

Not sure about the 95% vs 5% figure, it’s probably right. But she’s completely wrong about us catching up to the P2P group in usage anytime soon, like she hypothesizes. Our usage is growing, but so is theirs, Eg. Blu-Ray. But, that’s okay Julie, still love wallstrip!

Sandvine (AND CISCO) has said, last January, customers will push back purchasing technology for this solution, ‘because of the economy’. So Sandvine’s last 3 quarters have come up short, and revenue stopped going hyperbolic. But, my guess is, they understand their customers’ delaying the orders - and are going to surge when all the customers jump on it.

I went to a shareholder meeting in may, let me tell you, all systems are a GO baby!

Sincerly,
The bag holder

Americans got to solar & coal first.

Canadians invested in the oil sands & nuclear first.

Europeans invested in wind first.

BECAUSE…everybody sees the potential, in their own back-yards FIRST, then bids up PEs accordingly.  By the time the other markets catch on, well, they become the dumb money.

I was scared buying into Vestas a little bit ago, for this very reason, turns out it was smart - so far. But some people think wind stocks are something NEW.  Let me paint a picture; Vestas, a 15.3 Billion euro company has 23% of the global market share for installed capacity.  That’s - a big industry, a big company, it’s nothing new, and it’s the tip of the iceberg when you look at the maps of wind corridors in the United States compared to Europe.

I have my reasons why I think Americans are going to pay more than Europeans both for the stocks, and for the installations of wind farms (thus improving PEs and margins, for the already giant names like Vestas & Gamesa)

By no means, am I ahead of the Europeans.  But I feel ahead of the Americans, I mean, at least the average retail. Maybe I’m wrong. But 3 new ETFS JUST launched.  When it takes Boone to smack people upside the head,  you have to ask yourself, “am I the dumb money?”.  I sold UNG to somebody, at $62.30.  Case & Point.  Ahhhh don’t worry, I’m bidding these dips….more upside to come.

But here’s a sign I’m ahead of things on Wind.

Today, on BNN, one of the talking heads brings up Vestas.  A company that by no means was I first to get long.  He says “So who are they, what do they do? I’ve never heard of them…” …chances are, if you’ve heard of the stock, and already own it, you’re ahead of the game.  Normally this happens on small caps but WOW it hurts. ITS A  $24 B company. 35000 turbines installed.  marketshare LEADER!

He gets an explanation from a guest talking head, then asks “So how do I buy without an ADR?”

I think somebody told him backstage to ask that question, but for some reason it caught the other talking head off guard.

The other talking head says “Well,It’sAnOTC…TypeTrade’” almost in ONE syllable and continued more slowly “there is some liquidity, but to get access, a retail investor should buy our [lame mutual] fund”

In other lagging stories…the time to buy natural gas, was last December, it’s just going to get violent now…although should/will keep trending up.  It’s now time to short the companies who have to pay for Natural Gas…or buy the names selling equipment to the guys supplying Natty Gas, if I’m not already too late.

Anybody notice GTLS, Chart Industries? Did you see in the pictures of one of the slides on pickens plan, the NextGen Fueling station? Chart Industries owns NextGen Fueling.  Not sure what the OTC stock is doing, but GTLS is kicking all time highs…I’m liking that story, still digging around tho.