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Category Archives: Trends
First Investment Outlook: Let me count the ways…
That the pollution haze, alt. energy phase, banking craze, water ways, derivative maze, urbanization blaze, crop yields on maize and inflation daze…have given me too many ideas to throw money at, I just don’t know which ones are best.
Pollution and energy are two big problems, combine that with urbanization and CVA is likely to prosper. [...]
Also posted in Economics, Ideas, Money Leave a comment
Trends In Bandwidth (aka Sandvine’s Bull Pitch)
P2P file sharing still dominates bandwidth usage in North America, consuming 75% of the upload stream and 35.6% of the download stream. According to this short study/report on Trends in Broadband Traffic Demographics.
This study is done by a company, I own shares in, Sandvine. They are basically trying to help ISPs, prioritize packets [...]
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 [...]
Also posted in Economics, Future, Ideas, Thinking Outloud Leave a comment
I’m Getting Wet
I’m diving in, actually, I’ve already taken the plunge into the pools of information that’s out there on the topic of the world’s water situation. It seems with every report I read, I get new ideas, and confirm old ones. I definitely am more informed, and have changed some opinions on certain names, since my overhaul on PHO. [...]
What the HEK? A Chinese Water Bottler, Blank Checks
So, ‘Blank Check’ Company, Heckmann Corp. (HEK) recently announced they bought a Water Bottling company in China. I’m like – wow – what a great business to be in right now. Probably a scam. The chart exploded this morning. Some heavy money traded the shares north of $8.50, then it pulled back [...]
Who wants to play the ‘oil end game’? I DO, I DO, I DO!
I specifically watch the advertisements on TED, because the companies sponsoring this stuff, deserve my eyeballs for a few extra seconds. Watch this video.
Also posted in Economics, Future, Ideas, Leading Leave a comment
Solar Power Heading for Grid Parity: Who Wins?
I can’t for the life of me own a stock where the PEs are higher than the temperature of the energy source they are trying to harvest from. Solar stocks are in the stratosphere, I thought about buying FSLR and writing the calls, but I don’t quite want $27.5K dedicated to one position….nor the [...]
Also posted in Future, Solar Leave a comment
I’m Thinking about Becoming an Expert: Which Field?
In a global economy, if you’re not adding value, you’re going to be left behind. If you don’t carve out a niche for your own importance, well…there’s a bunch of Indians and Chinese who are going to out-run you. Totally serious, trends are scary, education is being commoditized. Make no mistake, if you are not [...]
Also posted in Economics, Future, Ideas, Thinking Outloud Leave a comment
Crane Co. on My Radar