hermanbrut

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14 Comments

    • Sun Sep 7th 11:28 AM | Rating: 0 0
      Commented on:
      Google's Checkmate Was Three Moves Ago
      FYI- Google doesn't actually own this satellite, GeoEye (GEOY) does. Google only contracted with Geoeye to use the satellite for Google Earth and Maps before its launch.

      The US government regulates the use and sale of the images. As of now, the highest resolution images can be used only by the US military.

      So, re "Big Brother," it's the US government we need to watch out for, not Google. All of you who were around in the '60's know what can happen. God help us if we get a new moose-killing "Decider" and a pseudo-maverick "stay the course" guy in office. If they get elected, better stay out of your hot tubs!
      View article »
    • Sun Sep 7th 09:13 AM | Rating: 0 0
      Commented on:
      GeoEye-1 Launched Successfully
      Agree with Chris. The launch was the big headlines. Final certification and first images sold, when these events happen, may not even make the news. Even though the launch was actually a low risk event, I think many people over-exaggerated the chance of failure due to the mental images we all have of rockets blowing up on the launch pad.

      With stocks in today's market it's important to look at possible downside.
      Between now and final certification, what might happen to GeoEye to cause the company to lose value?

      • The satellite isn't going to fall out of orbit.
      • Past accounting problems are now resolved.
      • Likely there will be little negative news during the certification process.
      • The demand for shares by those who have shorted to hedge their bet on the launch may cause price to rise rapidly over the next month.
      • Looking ahead, revenues are expected to grow quickly.
      • Any adverse geo-political events will only make GeoEye's services more valuable.

      So for the next month or two, I see virtually no chance for GeoEye to lose value.
      What's not to like? I think it makes no sense to sell shares now.
      View article »
    • Sat Aug 9th 12:03 PM | Rating: 0 0
      Commented on:
      Bullish Sentiment Trend Continues Lower
      Interesting data but is this a good thing or a bad thing?
      My knowledge base isn't sufficient to form an opinion.
      Will the recent drop in oil bolster bullishness?
      Or is all this data just BS?
      View article »
    • Sat Jul 12th 20:46 PM | Rating: 0 0
      Commented on:
      How Low Can This Market Go? The 40 Percent Solution
      Lots of gloom and doomsayers, plus failure of a major bank in southern CA means we may be near a market bottom here.
      Re housing, people have to live somewhere, so rents are going up. When rents exceed the cost of mortgage payments, housing will go back up.
      Also, the world economy is all interconnected and, overall, is growing. When we are paying $150 a barrel for oil, someone is getting $150 a barrel for oil. So buy stocks in the middle east or Brazil.
      We in the US have had it good for quite a while. It's time for us to get a much broader world outlook. Much of the "third world" is just starting to prosper and if we get some decent political leadership, that will be good for us, too.
      View article »
    • Tue Jul 8th 18:30 PM | Rating: 0 0
      Commented on:
      Can Big Oil Balance Shareholder Interest Against National Interest?
      I agree with oilman, (the first suggestion in this set of comments)
      US should tax imported oil because it would
      -encourage US oil companies to drill on the many leases they already have here.
      -raise money for tax credits in investment in alternative energy.
      And vilcam's data on the profitable and oil-rich companies sponsored by governments shoots holes in the "logic" of the idiots spouting the free market rush limboisms. I can't believe they they think expensive oil is good and the US would benefit by a depression. They must not have any grandchildren.
      View article »
    • Sun Jun 29th 08:10 AM | Rating: 0 0
      Commented on:
      Goldman Sachs, Merchant of Gloom?
      How to make a ton of money:
      1. Short a bunch of stocks using unregulated hedge funds.
      2. Keep predicting higher and higher prices for oil until your predictions get up to even $200 causing market to tank
      3. Put "sell" recommendations on a lot of big time stocks
      4. Do this before November before the political climate might change
      5. When market tanks, maybe by August, cover your, opps I mean the hedge funds, shorts
      GS probably hasn't thought of this strategy, right?
      View article »
    • Fri Jun 27th 08:28 AM | Rating: 0 0
      Commented on:
      Drybulk Shipping: Prepare for a New Record High
      I agree completely. I think drybulk shipping, although volatile, is one of the safest bets in this market. If commodity prices continue to rise and percentage rates per cost of cargo for shipping remain constant, the result is greater income for shippers. On the other hand if the commodity bubble bursts, more will be shipped, again resulting in greater income for dry bulk shippers. The shippers gain either way.

      Also, the shortage and increases in prices of steel is driving up the cost of new ships. The dividend-paying stocks in this sector are looking good right now.
      View article »
    • Wed Jun 18th 08:49 AM | Rating: 0 0
      Commented on:
      Pfizer: Low Expectations Make Great Investments
      I've been thinking about PFE lately, too. There isn't much downside here. People seem apprehensive because their patents are running out.
      But with $11 billion net cash ($28 billion cash—$17 billion debt), why can't Pfizer just buy several companies that have new blockbuster drugs in the pipeline? They have a couple years to do this before their own drugs go off-patent. I think they are waiting and watching right now.
      What's wrong with my thinking?
      View article »
    • Wed Jun 18th 08:37 AM | Rating: 0 0
      Commented on:
      Raw Data Report: Cell Phones
      That's because iPhones are sold in the US only by AT&T. iPhone isn't a choice in the companies surveyed above. Also, the cost of the new iPhone is subsidized by AT&T monthly fees.
      View article »
    • Sun May 25th 13:17 PM | Rating: 0 0
      Commented on:
      Intuitive Surgical Saved by the Bell
      Another possibility for long term investors is CRDC which makes patented vein graft connectors and has no competitors. CRDC's products work with ISRG's DaVinci system to make possible closed-chest heart bypass operations. (biz.yahoo.com/prnews/0...)
      These two companies have a lot in common:
      1) Both provide better results for patients including shorter hospital stays.
      2) Both have wider applications than what they were originally intended.
      3) In the long run both save hospitals and doctors time and money.
      4) Both make money both by selling not only the original equipment but also a lot more consumables for each operation performed. (As opposed to ARAY, whose income mainly comes by one-time sale of machines and a bit more for updated software.)

      CRDC recently released data for its PAS-Port® Proximal Anastomosis System which met or exceeded FDA trial requirements and should get approval in August. (biz.yahoo.com/prnews/0...)
      Right now the stock is selling at a bargain price. And yes, I do own CRDC stock myself!
      View article »
    • Sun May 18th 09:30 AM | Rating: 0 0
      Commented on:
      KHD Humboldt Wedag: Continued Strong Growth; Tremendous Future Ahead
      I agree. KHD has a bright future. When we pay $120 a barrel for oil, guess where the profit goes? Right. Middle East, Russia, parts of Asia where it will be spent on infrastructure, which uses requires lots of cement for concrete and ultimately benefits KHD's bottom line.
      Also KHD equipment produces cement cheaper and cleaner than old plants. I recommend you look at their website.
      View article »
    • Sun Apr 6th 12:10 PM | Rating: +1 0
      Commented on:
      Nanosphere Will be a Big Winner
      166143- none of your links work. How do we know anything you said is true when nothing can be verified?
      And what is your motivation? Why are you trying to "save" us from wasting our money investing in NSPH?
      View article »
    • Sat Mar 15th 12:13 PM | Rating: 0 0
      Commented on:
      6 Questions for Long Term Google Investors
      An interesting, provocative article. Thanks for reminding us about the "faith" part of our financial system. Ultimately, anymore, the worth of many of these big companies are just 0's or 1's in some big computer somewhere and only worth something if we "believe". Especially companies like GOOG, AAPL, etc. that pile up lots of cash and insist on never paying their shareholders dividends.
      Why not MO, GE, DSX, or even SBLK currently paying 12.7%? A real $ payout is far better than "faith", especially in today's economy.
      View article »
    • Wed Feb 27th 00:57 AM | Rating: 0 0
      Commented on:
      DRYS: Shipper of the Global Commodities Boom
      I've enjoyed reading the above discussion re DRYS and DSX. I own DSX because of the newer fleet, stable pricing, and dividend which makes it expensive to short. In today's market, a large, safe dividend also helps to minimize the downside risk. I also own shares of SBLK, another dry bulk shipper with characteristics similar to DSX. SBLK dividend is $1.40/year=11.6% at today's stock price. They just reported earnings today and have a conference call tomorrow at 8:30 AM (Eastern time; as I am in Hawaii, I'll listen in later in the day.) Aloha.
      View article »
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