PBR Workers on 5 Day Strike...

This is a gift to the loooong term investor...who's looking to roll funds into a solid winner...like anyone who hasn't dumped one product VMR or NVDA yet ... get real - get on it - get with the winners - FRO PBR AAPL OOPS WROng article...

PBR could begin sinking to its lowest point .... forever...or not

If the worker strike causes a ridiculous sell-off followed by the largely expected growth in output, we may never see a lower low again ... ever - we will probably never see 15 again on this stock, which is where it was the first time I bought it. This is a growing company that has so far to go before it tops off that we probably truly will never see these loooow prices again - forever...

or - we'll see em tomorrow and I'll be wearin my barrel...solid Arkansas Oak with real iron skillet strappins...

runnin for a haircut...or not

Take a Walk on the Wild Side

Ready Buys...

stock - my rating...

PBR - Better than Peanut Butter, Pabst blue Ribbon, & Protein Before RNA

BP - newest member to the team as of today...

T - need to get me suma dat...

BAC - gotta hav suma dis...

GE - every time I go there I wish I hadn't - will this time be different...? i don't know but at some point the dividend coupled with major upside future prospects will be too much to turn away here - that may be right about now...

note experiment: 10K invested in XOM over a period where div is invested came to over 2mil - same period without div the 10K came to 120K or so...

do not I repeat - do not - ignore the importance of dividend reinvestment for fairly large portion of your portfolio

a good strategy may be to sell growth on its momentum tops while moving into beaten down div plays to wait out the growth stock decline cycles...

right now I am trying this shifting from AAPL to FRO and back again - so far so good...oh yeah --> heavy weight is in AAPL right now of course - when the iPhone pops it off - some will need to be swung back into FRO which should be down by then as i am extremely late for a hair cut

Nuclear Frontier...Not Stale News...

Looks like 500 tons of Uranium ore was just removed from Iraq (hmmm this wouldn't have anything to do with US intentions over there - removal of 500 tons of uranium that would have been available to fuel Iran's enrichment programs once they took it from Iraq)

it seems to have gone to Canada...probably a good place to store it and process it while its still dusty so to speak

SGR reported better earnings based on Nuclear related projects...hmmm

I smell some nuclear reactions on the horizon...
submarines - rail cannon warships - land based reactors - eventually rail cannon launching of spacecraft and satellites - etc etc

GE SGR ? ? ?

Speculating Toward a Brighter Future...Silly Bottom...Dips are for Skids...

eventually the Skid will stick and the market can once again thrive on upticks

BAC:
Bank of America’s CEO said today he does not see a reason to cut the dividend or any reason to believe BAC would need to raise more capital ... This is tremendous if true – BAC currently has a yield of ~11% and upside of 100% growth once nurtured back to full health ... For a bank like BAC – its so seems time to buy - but beware - very scary territory and waiting for bottom conformations, missing the first 10-15% of the recovery, and getting in late may be the prudent way to play this

GE:
GE is working on waste to gasification technologies for the us
Japan already has 7 successful installations of another similar sort
These produce power by gasifying our garbage then gas to electricity

Basket Group: - common risks
MRK BMY BMR - people might stop getting ill
AGU MON POT MOS - people might stop eating
AVAV FCEL AMSC ESLR - people might stop innovating and defending their energy infrastructures
T WIN - people might stop communicating
AAPL GOOG NTDOY - people might stop thinking
CNX SSL EMN - people might stop making steel, using electricity, plastics, fuels, gases...etc
ENER SQM BOOM - people might not need to process and convert fuels
PBR COP RDSA XOM - people will stop needing oil, energy, or any kind of fuel
FRO ETP SE TRP- people will not need to transport fuels like oil and gas
IPI V AWK ERII - crazy ipo's - anything could happen
MA BAC GS - credit crisis could droll on forever or even spread to other credit markets
RIO FCX RTP IVN - demand destruction could drive most commodity prices way down
SGR FWLT MDR - infrastructure projects could slow in the face of slowing growth
GE HON SI UTX - large conglomerates could throw in the towel and great executives could abandon us for better lifestyles somewhere else

BCKBF PFCE IVAN HYGS - stay very away from here

Dispersification may ensue...!

Integrated Oils...
Be aware that we might experience a dip in integrated oil when oil prices fall

Which is asinine if you ask me …

The oil stocks first go up as oil prices rise – then fall sharply reporting that oil prices are too high for ultra-profitable operations – then when prices return to normal (where they were in the rally...really ) they fall because .. aawwee .. the price of oil is going down … awe

which is inevitable

FRO Fishin Season...Begins...

Finding the right crawfish hole is half the battle ... gettin'n while th'waters low, well, adds a'liltwistoit...

FRO buying more begins at 60ish ... that's today :) - buying all the way down from here on this one...sslloowwllyy (should see some good trading channels form here too)

swings and lunges could readily go anywhere from 40ish to 80ish with this wily one...

FRO:


FRO ~ |69.35 ~ 86.94 ~ 133.7| - future tough spots ... so to speak

Dow nThere...

Down Down Down Down Down

Downbie Downbie

DOW

DOW does look like it could DIP to ~ 10,846 before scraping its bottom...

I guess we'll have to wait and see

Is It Safe...

What makes an iPhone great ...

it doesn't have as many features as many other devices on the market - in fact it's components are often less advanced than competitor's... ex shaky camera - no volume speaker phone - no 3g speeds - etc ..

none of that matters - what people needed was exactly the platform the iPhone provides - the iPhone is a PLATFORM from which to experience applications and content - Experience is the Key - what the phone industry failed to do was to listen for customer's experience needs ... customers need a mobile communication platform that can provide all the familiar applications in a way that makes sense no matter how you look at it - examples --> form factors that don't change drastically every 5 seconds so that a lot of sub components and accessories will be relevant to supply chains and repair enthusiasts for many years to come as people mis match parts accross generations and apple leverages dyes and components in manufacturing and refurbishment activities ... so yeah - long runs, multiple mostly partial overlapping form factor device generations...a subtle shape shifter over the years, where the interfaces are durable and don't wear out easily, hosting a real computer OS so that actual development can be done and consistencies from generation to generation can be maintained and will make sense, a great distribution system so that equipment and parts are always available when and where needed, a place to go to get repairs made easily with a straightforward consistent style, easy and natural interface to existing computer systems and applications, etc etc

what they will deliver with the new 3g iPhone:
-more advanced component technologies
-some new features
-many new applications
-opening of the currently-safe portion of the OS (maybe more will open later)
-offerings in more locations - expanded distribution
-etc

what they have yet to do :
-allow multiple form factors to share one account - a dancing phone, a work phone, a camping phone .. etc - where you can login and out of them whenever you want without changing any chips - allowing users to buy chip sets or combine login in with bio-metrics to do away with the need for chips altogether :-: somehow they will eventually solve this problem and teach the phone companies that like sunglasses - each person would really like to have a backup in their briefcase or a different style for a different occasion... etc
-send its screen to other devices for larger temporary display - like the car nav or a "Blank" - (blank)
-integrated iGlasses, iWatch, iNav, and for when your ready to go...the iWill...
-etc

Yes

Apple is safe --> even if the iPhone was all they had...! and it's not even close to what they'll turn out to have when this is all said and done...

Belly basket ...

2008 6-17 (missing ~1/2 trivia = ~6K/day)


2008 7-3 (continued missing trivia ~ 4K/day)


thinking of going for a blast of frood flavors...looking for more seed and fertilizer opportunities
POT
AGU
MON
MOS
SQM

Eternal Optimist...

AAPL PBR FRO ?

only three majors left...

what happened to GOOG ?

I often ask myself the same - When were they superceeded here - and by whom - was it NTDOY or as simple as COP

I honestly don't recall - so now I have only 3 core equities left to list here:
AAPL
PBR
FRO

Connections Good...

ETP
SE

Oh Contrare...

Spec Plays:
Good Times begin-in Bad Times - consider resume buys/rotate into:
AAPL
FRO
PBR
COP
RDSA
NTDOY
GOOG - oops, after all I did put a 18 month price target of 992 on this - uh - nine months ago...I'd have to say it's still probably likely...

High Spec Plays:
ESLR
AMSC
FCEL
BOOM
SQM

coal is sin yet in with a grin - keep in mind --> coal is a long grind:
CNX
EMN
SSL
RIO

Whered Dat Come Frum...?

I know that coal is very important for sooo many reasons...

the things we do with coal...

the things we do for coal...

the things we do to coal...

how much coal have you used today...?

however much it was -- it's 20 bucks per ton cheaper now...

eventually ... there should be demand growth for coal given all it's uses - metallurgic, thermal, gasified, liquefied, coals etc...