bert

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Does China Truly Offer an Alternate Economic Model?

China has implemented the inverse of the welfare state. They subsidize selected industries rather than the poor. It's ironic because it is the opposite of the original Marxist intentions of communism. Going against the original intentions of communism is enough to explain their rise. Drifting steadily towards the original intentions of communism is enough to explain our decline. Market forces work for evolutionary reasons success is selected and failure punished. The Chinese have enhanced the process. The US has encouraged the opposite. Due to their lack of freedom they may fall victim to corruption. I suspect some regions that were subjected to communism have learned some lessons the hard way.
Dec 24 07:48 am |Rating: +4 0 |Link to Comment |View article
Transition to an Electric Economy

For an article on the topic please see:
hubpages.com/hub/Ameri...

Nov 21 01:59 am |Rating: 0 0 |Link to Comment |View article
Crazy P/E Ratios

"Because authorities have decided to indulge a populist desire to slaughter the banks out of envy and resentment."
I would suggest your both right. Bailing out the banks by buying them is equivalent to slaughtering them. If the US is going to go the way of owning the banks then its going the way of say Laos. The hotel I stayed at there pays $33.00 a month to its employees. Why should we assume that the adoption of the same system would not lead to the same result in the US? I was sorry to see Greenspan capitulating to the corrupt mainstream establishment recently. He had previously been a very lucid advocate of free markets.
Oct 26 03:55 am |Rating: 0 0 |Link to Comment |View article
Never Enough Lessons on Forward P/E

Seems at extreme market condition points people want to ignore things like PE ratios. This could using Dow theory define the turning points. Admittedly forward PE of DRYS may be difficult to predict given all the variables mentioned. Once expectations reach excessive levels in either direction it may be a good time to consider the converse.

I did however see a disturbing article about DRYS and increasing debt. I suppose to pay for the new ships. Can anyone offer some advice on the debt level relative to the value of the company?
Oct 24 06:35 am |Rating: 0 0 |Link to Comment |View article
LEDs Rise as Biofuels Sink (Week Ending 9/19)

This may depend on the consumer. Whether they live in a house they own and their income level, but I would argue that LEDs offer advantages over CFLs. LED lights have lenses that can control the light. This leads to better lighting. LEDs do not contain mercury. The Lumens is now up to 90 LM / Watt for the CREE Q2. I think that beats the cfls. (Often 3 Watt LEDs are used, for more power, and they are not quite as efficient more like 50 LM / Watt.) When you include some of these advantages along with savings and maintenance. I think LEDs are already a winner. A very nice recessed ceiling 9 Watt light with Lenses and adjustable head can be as low as 65. It beats a cfl with mercury that flickers.

Oct 19 06:02 am |Rating: 0 0 |Link to Comment |View article
What's the Price of Cree?

I also think CREE faces major competition. They seem to be ahead on producing the best LEDs, but I am not sure they can translate that to the best fixtures. Eventually most likely the LEDs would be like other electronic parts that go endlessly down in price. Most likely the fixtures would be produced by another company. But maybe CREE would enjoy a niche as a quality LED and fixture supplier.
Oct 19 02:21 am |Rating: 0 0 |Link to Comment |View article
Wise Energy Use Stocks: Investing in Efficient Lighting

I would also agree. I think Osram, Sylvania, Philips, and GE are more likely to develop and package high power light weight LED fixtures. But the market is open to other alternatives. The Chinese may end up producing most of the LED lights and fixtures even if it's under the name of another company.
Oct 19 02:10 am |Rating: 0 0 |Link to Comment |View article
Transition to an Electric Economy

This crisis is unnecessary all we need is nuclear power and an appropriate electric grid to power cars, trucks, lights, heating. Its no big deal just the environmentalists prefer coal power because it creates massive pollution and justifies their jobs. We should have built this nuclear powered electric grid 20 years ago. The Chinese are doing it now.
Jan 02 16:34 pm |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

Correction AUO not AU. Another company of interest AIXG makes semiconductor manufacturing equipment and other cool stuff like nanotechnology.
Dec 30 06:38 am |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

On the cost front I have been doing my research. LSGP offers a zero price installation contract for things like parking garages. The contract allows purchasers to pay back over time instead of paying a higher electric bill. If you want to install LED's in your house they have products available with prices:
store.lsgc.com/
company site:
www.ledholdings.com/
The lights seem still a bit pricey for say Wall Mart around 20 - 70. But I say this is getting really close as new homes (I don't think any new homes built recently) but anyway most likely anything new will just start with LED's since thats the most economical starting point.

Dec 30 05:37 am |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

Well CREE has had some mighty gains recently. Now the street (Cramer) is trying to depress prices again. Maybe they got stuck short since their last attack. This time they cited the cell phone market and increasing competition in their article. Their analysis seemed poor as cell phones are just a small portion of CREE's business. As far as competition they cited several companies including AU (who doesn't have a chip factory yet) that could be a factor but at this point the market is wide open and CREE still has the lead in lighting class LED technology. But I say just start a portfolio of LED companies. On that subject I have been looking at another company up 8% since I went long LSGP.OB and more than 100% recently (wish I had found it just a bit sooner!) This is a penny stock but has good management is doing exciting projects like the new years globe at times square and really this looks like a good company poised exactly at the center of this lighting revolution opportunity.
Dec 30 05:23 am |Rating: 0 0 |Link to Comment |View article
Peter Schiff on the Housing Market and the Rescue Plan

Schiff is on to the basic point that government intervention is ultimately immoral and that the immorality of the intervention ultimately has negative consequences. The government interventionists often do not see this larger picture. Their fallacies are very appealing and it is almost impossible to unravel them, but Schiff does a mighty job of it!!!
Dec 28 04:32 am |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

Finished the day up about 8% with CREE holding most of its gains. CREE is volatile but when we get some good news out of the company along with another endorsement like the one today on CNBC thats when it will really fly.
Dec 26 16:27 pm |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

Guess I might have not realized how fast and how far this breakout would go up 13.64%. Hope someone has been reading here. Turns out CNBC had a article on CREE and the solars and they are all flying high.
Dec 26 13:34 pm |Rating: 0 0 |Link to Comment |View article
Cree Inc.: A Shining Example of LED Industry Efficiency

Cree up a quick 4.6% on that wedge breakout I had mentioned. Lets see if it holds. Couldn't find any news.
Dec 26 10:28 am |Rating: 0 0 |Link to Comment |View article

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