Wednesday, April 16, 2008
Will You Have A Vintage Future?
So what do you define as a vintage future? If you like the video and you get the meaning, that could be it, or you may formulate your own.
This is how I hope to define mine: I pray that the hopes, dreams, and lessons from my past will take a glorious place in my future. There are many things that shape our lives such as our parents, friends, school, children, adults, habits, passions, money or the lack there of, community, giving, getting, taking, love, hate, rich experiences, experiences we wish we'd not had, marriage, divorce, deaths, births, romance, successes, failures, creativity, the shared lives of others and so much more.
I had my own business for most of my life thus far. It was interrupted in the market crash of 2000. I went to college and got a job working a corporate quality position. After six years and considerable stress and conflict I find myself working on my own again. It feels so right, this is where I'm meant to be. I've made some solid friends along the way. Experienced the trials of some bad relationships and it has all made me a much better person today.
I have a book in the making, more lessons to learn and an enjoyable, promising future ahead in the markets.
This may be 'my vintage future' as seen from my perspective.
Whats yours?
Enjoy this video of Planet4
with front man Jimmy Keegan - Lead Vocals & Second Guitar
Michel Losier - Bass
James Favron - Drums
And Jimmy...
Thanks for remembering me and looking me up. Stay true to Joy and your wonderful family. You are living a rich life my man! You know what I mean. My wishes for great success in all facets of your life. Keep me in mind, perhaps I'll be able to see you and my cousins both in a trip to the north country sometime soon eh? -Future1investor
Bad News Is Good News?

Several reports were out this morning. Among them that housing starts were twice as bad as the permits. Some view that as good news and a cleansing of the inventory. The dollar made a new historic low against the Euro. Some see that as selling more export goods out of the United States helping some business get an extra boost. Financial reports were bad as usual but in-line with expectation which is good. Potash prices are up which is good news for (POT) and copper prices are up and good for companies such as (FCX) and (PCU).
China bubble? China's GDP was reported last night as being up 10.6% which is higher than expected. Last week, it was said that even with China's problems, its growth would still manage 9%.
Intel's (INTC) positive earnings were up 7.1% boosting the tech sector. Among them (AAPL), (DELL), (EBAY).
Oil hit a new high of $114.53 a barrel. Gasoline and heating oil was on a record run.
Shot In the Arm for Solar
Stocks up before the bell: 8:47am (FSLR) 6.34%, (JASO) 6.00%, (CSIQ) 4.72%, (CSUN) 5.85%, (SPWR) 9.65%, (AKNS) 1.22%, (SU) 2.58%.
Tuesday, April 15, 2008
Its Time To Take A Break
If you had purchased $1000.00 of Nortel stock one year ago, it would now be worth $49.00.
With Enron, you would have had $16.50 left of the original
$1,000.00.With WorldCom, you would have had less than $5.00 left.
But, if you had purchased $1,000.00 worth of beer one year ago, drank all the beer, then turned in the cans for the aluminum recycling REFUND, You would have had $214.00.
Based on the above, the best current investment advice is to drink heavily and recycle. It's called the 401-Keg Plan! --------Cars, Computers and What It Means To You

At a recent computer expo Bill Gates reportedly compared the computer industry with the auto industry and stated
"If GM had kept up with technology like the computer industry has, we would all be driving twenty-five dollar cars that got 1000 mi/gal."
Recently General Motors addressed this comment by releasing the statement: " Yes, but would you want your car to crash twice a day?"
Not only that, but....
- Every time they repainted the lines on the road you would have to buy a new car.
- Occasionally your car would die on the freeway for no reason, and you would just accept this, restart and drive on.
- Occasionally, executing a maneuver would cause your car to stop and fail and you would have to re-install the engine. For some strange reason, you would accept this too.
- Y ou could only have one person in the car at a time, unless you bought "Car95" or "CarNT". But, then you would have to buy more seats.
- Macintosh would make a car that was powered by the sun, was reliable, five times as fast, twice as easy to drive, but would only run on five percent of the roads.
- The Macintosh car owners would get expensive Microsoft upgrades to their cars, which would make their cars run much slower.
- The oil, gas and alternator warning lights would be replaced by a single "general car default" warning light.
- New seats would force everyone to have the same size butt.
- The airbag system would say "are you sure?" before going off.
- If you were involved in a crash, you would have no idea what happened.
Bear Stearns, Jim Cramer, The Federal Reserve
The Dollar Crumbles Like a Cookie Made with Dirt
Sunday, April 13, 2008
Frustrated Start To A New Week
Each trade's success becomes more important as the year wears on because percentages can go down as easily as they sometimes go up. The need to make bigger gains and smaller losses, or more frequent gains and less lengthy holds

Perhaps some of the frustration has to do with the anticipation of getting out of this too often gloomy Ohio winter and seeing the sunny hot breezy beach of the Pacific and Sea of Cortez. Its more the former but Cabo has something to do with it. Luckily the plan is to continue working while there but not nearly as much. With some luck, I'll come back with a full tan and account full of profits.

Smiles For Solar Frowns For Oil

In February the U.S. House of Representatives approved the Renewable Energy and Energy Tax Act of 2008. This Act would eliminate $18 billion in tax breaks for big oil companies to help pay for extending renewable energy tax credits. Now we’ll see if Senate Republicans can vote for good energy and environmental policy – or just vote for Big Oil again.
We’ve been through this before. Last December Senate Republicans voted along party lines – at the urging of the White House – to defeat a similar bill. This year, Republican opposition to this bill and favoritism to Big Oil is becoming a theme of the presidential campaign.
The result is that solar power and other forms of renewable energy have become politicized – to the detriment of everyone who uses electricity and cares about the environment. Fortunately, it looks like the next new thing is clean tech: silicon for solar cells as well as chips. But there’s a cloud on the horizon – and that is the Federal Government’s apparent hostility to any industry that has the potential to impede Big Oil. We’ve seen this with absurdly lame CAFÉ standards, the EPA’s refusal to allow California to regulate their own emissions, and outright obstruction of the Kyoto Protocol’s efforts.
Renewable energy legislation that Republicans should pass moves $18 billion in tax incentives from Big Oil to the renewable energy industry over 10 years. In 2007 alone the profits of the Big Five oil companies were over $120 billion – if these profits continue at this pace they’d generate $1.2 trillion in profits over the same ten-year period.
Big Oil’s influence on our country’s energy and environmental policy. The impact is now being felt economically as higher energy prices create inflationary pressures. With $4/gallon gas and $110/barrel oil, our economy is going into a recession while our country writes ever bigger checks to foreign oil producers.
Big Oil does not need tax breaks while they’re earning record (some say windfall) profits. Senate and House Republicans need to wake up to the fact that their votes for big oil are embarrassing and politically suicidal. Our country’s energy policies are an economic and environmental dead end, and we cannot wait until next year to turn around. Let’s get an Energy Bill passed now that removes unnecessary support for Big Oil and accelerates the growth of clean, renewable power.

You people know that my investing friends and I here at Future1investor are big fans of solar. It is written about a lot on this web log. Though we are light years away from the SHINING example that Germany has placed before us with solar installations, I can only hope that the United States will not only follow suit but become the new example in what can be done with solar power in the near future. Meanwhile, we have opportunities to take long or short positions in the solar sector with companies such as First Solar (FSLR) , a Cramer favorite, Solarfun (SOLF), Evergreen Solar (ESLR) , Akeena Solar (AKNS), Canadian Solar (CSIQ) and others. The above article is an extract from Akeena Solar.
Tuesday, April 8, 2008
Fun Stock
Movies are a passion of mine! I love thrillers, romance, action, bollywood, scifi, and definately Disney (DIS) movies!
Almost every rating/analysis service has them as a buy right now. This week they reported that they will be buying Gamestar who is a video game developer based in China.
In other news, the company is going to regain ownership of the Disney Store chain from The Children's Place retail stores. And all this time, I thought that it was always owned by Disney??
In any case this these two acquisitions add to the company's large holdings:
- Walt Disney Pictures
- Walt Disney Animation Studios
- Disney Toon Studios
- Touchstone Pictures
- Hollywood Pictures
- Miramax Films
- Walt Disney Studios Home Entertainment
- Disney Theatrical Productions
- Disney Live Family Entertainment
- Disney On Ice
- Walt Disney Records
- Hollywood Records
- Lyric Street Records
- Disneyland Park
- Disneyland Resort
- Disney Cruise Line
- Vacation Club
- Adventures By Disney
- Walt Disney World Resort
- Tokyo Disney Resort
- Disneyland Resort Paris
- HongKong Disneyland
- Disney Consumer Products
- Disney Publishers Worldwide
- Disney Interactive Studios
- ABC Television Network
- Disney Channel
- ABC Family
- SOAPnet
- The Radio Disney Network
- Lifetime Entertainment netword (equity interest)
- A&E (equity interest)
- ESPN (all versions)
- Walt Disney Internet Group
- Disney Store (re-acquiring)
- Gamestar (new)
Stock performance has been down YTD but only about half as much as its industry group. Its peers are Scripts E W Co., Viacom, Rogers Communications, and World Wrestling Entertainment.
The stock is well traded with a daily average volume of 12,761,000.
Monday, April 7, 2008
Social Networking Equals Investing Community
Today I wrote briefly about the need for a web site that would be truly useful and productive. Immediately following that article about Facebook I was contacted and informed about a new site that might fit my need for a useful and potentially profitable social site. Some would call it a social investing site.
There are plenty of web logs such as Future1investor but these blogs are not meant as community type sites. There isn't anything that brings people together to chat about, share, and help with a common interest. This is where Covestor comes in. Covestor is the Facebook of investing but instead of a general meaningless place to waste your time, it encourages the members to help each other by sharing their investing decisions.
There are two types of Covestor members:
- Fund Managers
- Investors
Investors are able to track and compare their own portfolio to fund managers as well as to other users. The system will email them when fund managers that they are following have a change in the fund manager's portfolio.
The Chief Operating Officer at Covestor previously ran the portfolio analysis systems at Goldman Sachs. So in this way you can see that this is not just another site designed on whim and idea. Covestor has partnered with research providers and also plans to monetize the site. Fund managers will be able to charge a small fee for allowing investors to follow them. Covestor will retain a portion of that fee. In this way, users are encouraged to allow their portfolio to be posted in a way that helps others learn from their successes and failures.
The main lure of being a Covestor are these three things:
- To prove your investing skills
- Track other members real trades
- Profit from sharing your decisions
In this way it shows the value of learning from others which is the point of social investing.
Social Networking For Dollars
The stolen source code and idea may be nearing an IPO. Reportedly the company is nearing a settlement with the actual originators (brains behind the what is now Facebook). Law suits generally get settled prior to an IPO or other major event as not to depress the value of the new security.
Cameron and Tyler Winklevoss, and a colleague, Divya Narendra accuse Mark Zuckerberg of stealing the source code, design, and business plan for Facebook in 2003. Meanwhile in October of 2007, Microsoft invested $240 million in Facebook. The company is valued at $15 billion, making supposed thief Mark Zuckerberg the youngest billionaire in the United States if not the world.
I think that these social networking web sites have a long way to go before they can be something which can be useful and not just time wasting. Perhaps I don't have the same enthusiasm for Facebook as my former colleagues who waste time each week on the site which could be much more productive if it had a way of linking applications which complemented their work in some meaningful way.
People constantly have the excuse of not having enough time to do this or that. Sometimes I view that as a cop-out but in many cases it is actually valid. So if we are to use the web in our daily lives, then at least lets not waste our time needlessly on sites such as Facebook. Google lost out to Microsoft some say, but I think that Google could easily wipe it's nose with the Facebook site and premiere something truly useful. Something that would be social but provide truly useful and productive web apps at the same time.
I added these vids on 4-17-08 because of their relevance to this article.
Investors Conference Cabo!
This will take place the week of April 27th at the Hotel Riu Santa Fe. We encourage you to book now because prices are ripe at this brand new all inclusive resort property.
At the conference we will discuss such topics as solar, agriculture, cruise liners, and telecom. Feel your winter blues vanish as you arrive at the picturesque Hotel Riu Sante Fe. You can sip cool drinks in the infinity pool and smile at your increasing tan. We'll use part of our evenings to talk about where we stand in investments and what our outlook is going forward. The hotel sits on a great stretch of beach property, has a view of the Cabo Arch and an easy walk to Cabo San Lucas during the day for shopping.
The best site to evaluate and search for best deals is at BookIt and TripAdvisor for comparison
If you plan to go, please send me an email and your name as registration. That way I can notify everyone of the conference times and topics. Your email should include:
- Names of attendees with age
- Date of your arrival
- A bio of yourself
- Country, state/province of residence
- How many years of investing experience
- Portfolio size (approx dollar amount)
- Investment frequency
- What type of investor/trader are you?
- Brokerage service used
- List five of your current Hot! stocks
- Tools/references you use the most
About Cabo San Lucas:
About Hotel Riu Santa Fe:
Riu is a Spanish company which operates resorts in 17 countries. The Hotel Riu Santa Fe is its new flagship and largest of all its resorts. The Riu Santa Fe opened in November of 2007 at a cost of approximately $188,800,000.00 USD. This is a five star facility with 902 rooms. Watch video below.
Rooms - 902 guestrooms, Bathroom, Hairdryer, 110 V, Telephone, Central air conditioning, Ceiling fan, Mini-bar, Liquor dispenser, Satellite TV, In-room safe, Balcony or terrace, Inter-connecting rooms available, Rooms with sea view may be reserved.
Suites with: Adjoining living room, Bathroom with hydro-massage bathtub, shower cabin and bidetRooms with Jacuzzi on upper terrace may be reserved.
All Inclusive features All meals and snacks:
Breakfast: Full American breakfast buffet and on the spot cooking stations, Continental breakfast/snacks
Lunch: Hot and cold buffet and on the spot cooking stations, Pizzas, pasta, salads and assorted desserts
Dinner: Buffets and dishes prepared on the spot, Special evenings: theme buffet (twice a week)
Optional dining (reservations required in advance): Asian cuisine, Grill and steakhouse, Mexican cuisine, Italian cuisine
Snacks 24 hours a day
Beverages: Local and imported beverages served 24 hours a day. Regularly restocked mini-bar and liquor dispenser
So book today and join us for an energized week that will help shape your outlook for 2008! See video below. It was filmed in late 2007 when it was still unknown.
Saturday, April 5, 2008
Agflation Play

This week we did very well from the agflation play. And we did so with Mosaic (MOS).
Mosaic is is a producer of phosphate and potash combined, as well as nitrogen and animal feed ingredients. The Company operates its business through four business segments: phosphates, potash, offshore and nitrogen. The Phosphates segment operates mines and concentrates plants in Florida that produce phosphate fertilizer and feed phosphate, and concentrates plants in Louisiana that produce phosphate fertilizer. The Potash segment mines ad processes potash in Canada and the United States and sells potash in North America and internationally. The Offshore segment produces and markets fertilizer products and provides other ancillary services to wholesalers, cooperatives, independent retailers, and farmers in South America and the Asia-Pacific regions. The Nitrogen segment consists of its equity investment in Saskferco and Mosaic’s nitrogen sales and distribution activities.
We ended the week with two very good trading days with this play. The market in most sectors traded pretty well and even better news came Friday. The company said its fiscal third-quarter profit jumped more than tenfold on higher prices. This gave everyone in the game a terrific weekend present!
It is no surprise that prices of food and fertilizer to grow the food is not expected to retreat. So we will look to play MOS again if the technicals are favorable. Fertilizer demand is higher than supply which also makes this play very positive. However the street is where the real game is playing this year so we'll have to keep a keen eye on the road in front of us and try to anticipate as well as react to the bumps in the pavement.
One thing that I have noticed is that in many areas around the city, restaurant traffic has not subsided. This proved to me at least that we indeed are a consumer nation! Despite loss of jobs, higher prices in food and gasoline, we like our luxuries. Perhaps we do not even consider them luxuries. My friends and I have talked about the spending habits of our relatives. Despite not having the means to live within our means and meet our obligations easily, we continue to spend.
While each individual is to blame for allowing themselves to get into a position of indebtedness, our government allows banks and credit issuing institutions to lend money irresponsibly to folks who have no business getting credit cards or for buying a home too expensive to reasonably afford.
If this is a government of the people, why are the people getting screwed? If we elect leaders, why don't those leaders do the right thing for their constituents? Why don't our leaders do what
Tuesday, April 1, 2008
Cough..Cough..Gag..Gag..
Pollution is at an all time high globally. The problem is so bad that finally we are seeing videos, news casts, articles, movies, word-of-mouth, and web logs which scream the bloody bad situation we've managed to put our planet home into.
We may very well choke to death if we don't quickly figure out what to do about it. Still though, the governments of many countries including the U.S. don't seem to be taking any of it seriously enough to interrupt business as usual.
I've replaced all my regular bulbs and appliances with energy star rated products everywhere possible. I drive a car that gets an average 40 miles to the gallon. I combine my trips and don't have a heavy foot.
As an investor we can do another thing or two to encourage more focus on combating pollution. Alternative energy stocks in solar and wind are a start. And tonight I came across a company who deals with air born contaminants. The CEO has just acquired new shares.
This from a recent SEC filing:
We are one of the leading providers of air-pollution control products and services. We have a diversified base of more than 3,000 active customers among a myriad of industries including aerospace, brick, cement, ceramics, metalworking, ethanol, printing, paper, food, foundries, power plants, metal plating, woodworking, chemicals, tobacco, glass, automotive, and pharmaceuticals. Therefore, our business is not concentrated in a single industry or customer.
Our return to profitability in 2006 and 2007 after several years of losses is directly related to an increase in the level of pollution control capital expenditures which is being driven by an elevated focus on environmental issues such as global warming and energy saving alternatives as well as a U.S. Government supported effort to reduce our independence on foreign oil through the use of bio-fuels like ethanol and electrical energy generated by our abundant domestic supply of coal.
Consolidated sales in 2007 were $235.9 million, an increase of $100.5 million or 74.3% compared to 2006. This increase was primarily due to increased demand for our products and services created by the fundamental strength of many industrial sectors including ethanol production, steel production, coal fired power plant construction and automotive related sectors. This increase also included $27.5 million in new equipment sales revenues attributed to the addition of Effox, Inc. which was acquired in 2007 and $48.1 million in contracting revenues from a large automotive project at H.M. White, Inc. Additional demand for our products and services was created by increasingly strict EPA mandated industry Maximum Achievable Control Technology standards (“MACT”) and OSHA established Threshold Limit Values (“TLV”), as well as existing pollution control and energy legislation.
Financial highlights for the twelve months ended December 31, 2007 compared to twelve months ended December 31, 2006 include:
![]() | Net sales increased 74.3% to $235.9 million; Gross profit increased 67.7% to $40.4 million; Operating income increased 108.9% to $12.6 million; Net income GAAP - $6.3 million (increase of 103.8%); Net income non-GAAP - $7.0 million (increase of 204%); GAAP Earnings per diluted share - $0.45 (increase of 87.5%); Non-GAAP Earnings per diluted share $0.50 (increase of 256%). |
The company is called CECO Environmental Corp (CECE)
News This Week
CECO Environmental Corp. (Nasdaq: CECE), a leading provider of air pollution control and industrial ventilation systems, announced today that it has booked 33 new orders, each of which has a value of over $200,000.
Rick Blum, President and Chief Operating Officer, commented, "As usual, our orders are coming from a wide variety of industries. The largest order, which is in excess of $2.5 million, was received from an automotive company. Another significant order was received from a tire manufacturer. The rest of the business came from the metals, power, electric equipment, ethanol, steel, aluminum, gypsum, refining, and copper smelting industries."
Phillip DeZwirek, Chairman and Chief Executive Officer, commented, "Fisher-Klosterman's China operation booked a significant order just last week. We are seeing ever increasing quoting activity in China and have already had established CECO customers visit the facility. Now that Fisher- Klosterman is part of CECO, we are in the process of establishing that facility as CECO Filters' manufacturing base in China along the lines of the facility that CECO Filters already has in India."
News This Week In Solar
New Energy Capital is a holding company that acquires minority or majority stakes in renewable energy companies.
"Any kind of renewable that generates energy, especially wind and solar power, are experiencing billions of dollars in new investments," Brown told Dow Jones Newswires in a telephone interview.
MORESouthern California Edison (SCE) launched a project that will place 250 megawatts of advanced photovoltaic generating technology on 65 million square feet of roofs of Southern California commercial buildings. "This project will turn two square miles of unused commercial rooftops into advanced solar generating stations," said John E. Bryson, Edison International chairman and CEO. "We hope to have the first solar rooftops in service by August. The sunlight power will be available to meet our largest challenge – peak load demands on the hottest days." MORE
Executives from the world's top oil companies, in a congressional hearing today, told U.S. lawmakers that competition and high costs justify the industry's opposition to higher taxes.
Representative Edward Markey, a Massachusetts Democrat, called on chief executive officers from the oil industry to testify on record profits and gasoline prices before his Select Committee on Energy Independence and Global Warming.
The House passed a measure in February over oil-industry objections that would impose $18 billion in new taxes on oil and gas companies to pay for wind and solar projects and energy conservation measures. The industry argues that the money should go toward exploring for and producing more fossil fuels, which executives say could help bring down prices.
``In general, the United States tends to resist the need to develop new domestic energy supplies,'' John Hofmeister, president of The Hague-based Royal Dutch Shell Plc's U.S. unit, said in written testimony. ``Can we afford to continue this approach while energy demand and costs are rising?'' `MORE
Southern California Edison said it would spend $875 million to put solar cells on 65 million square feet of commercial buildings, enough to generate 250 megawatts of electricity.
The FPL Group, a subsidiary of Florida Power & Light, said it would build a 250-megawatt Beacon Solar Energy Project on 2,000 acres in Kern County and have it running by 2011.
The Dine Wind Project, a partnership between the Navajo Nation and Boston's Citizens Energy, would put hundreds of 400-foot-tall windmills in the Gray Mountain area, about 50 miles north of Flagstaff, Ariz.
Pacific Gas & Electric today (April 1) will announce the largest series of solar-power contracts in the utility's history. The deal, to buy as much as 900 megawatts of electricity - or enough to power 540,000 California homes each year - involves five plants to be built during the next decade.
Top executives of the five biggest U.S. oil companies were pressed today to explain the soaring fuel prices amid huge industry profits and why they weren't investing more to develop renewable energy source such as wind and solar.
An acre of solar panels and converter boxes sits atop a Target store in Manteca, installed just two weeks ago as part of a corporate plan to control energy costs by harvesting the power of the sun.
On Thursday morning, U.S. Rep. Jerry McNerney toured the store — one of just 18 solar-equipped stores in California — guided by several Target officials from Minneapolis. The panels provide about 20 percent of the store's energy, said Raj Maheshwari, senior group manager of engineering property development for Target, who oversees the solar program. In the summer, when the days are longer, the percentage climbs to 60 percent.
A solar-powered hydrogen fueling station is officially open, just days after the state gutted rules designed to increase the number of hydrogen-powered cars on the road. The station uses solar energy to separate hydrogen from water to power clean-fuel vehicles. Its solar panels produce 80 kilowatts of electricity, roughly enough to power 40 homes, or about 14 fuel-cell vehicles. The station opened Tuesday as a joint venture between the Sacramento Municipal Utility District, British Petroleum, Ford Motor Company and the U.S. Department of Energy. It will power SMUD's fleet of seven fuel cell vehicles. A solar-powered hydrogen fueling station is officially open, just days after the state gutted rules designed to increase the number of hydrogen-powered cars on the road.
MTI Instruments Inc., a developer of precision measurement instruments, has made a new product focused on the solar cell production industry. The product, called the PV1000, will be on display at the Photovoltaic Technology Show in Munich, Germany, on April 2. MTI Instruments, a subsidiary of Mechanical Technology Inc. (Nasdaq: MKTY), based in Albany, N.Y., said the product would be incorporated into solar cell production lines. Robert Kot, MTI Instruments' vice president and general manager, said the product was developed with input from solar equipment suppliers and solar cell manufacturers.
Economic Predictions for 2008
New York Investing meetup organizer Daryl Montgomery predicts inflation and recession in 2008. Also the credit crisis spreading to credit cards, car loans, and student loans; real estate problems moving to commercial real estate; and more bank bailouts with the assistance of the U.S. government. Material presented at the Dec 12, 2007 meeting.
What Caused the Current Global Cedit and Financial Crisis (U.K.)
The Winners Are!

4th Annual Executive Leadership Awards
New York
Last night was the 4th Annual Executive Leadership Awards held in New York. Videos are still being processed but we can show the winners here:
Leader in Innovation
CEO
Apple Inc.
Green Leadership
Chairman
Toyota Motor Corporation
Overall Executive Leadership
Chairman & CEO
CISCO Systems Inc.
Entrepreneurial Excellence
Vice Chairman & CEO
Best Buy Co., Inc.
Lifetime Achievement Award
Founder & Chairman
The RLJ Companies
The Lifetime Achievement Award honors the executive who has accomplished great success over his tenure and whose work has substantially influenced the business world.
Monday, March 31, 2008
Important Year For Telecom Sector?
Tomorrow begins the annual CTIA Wireless 2008 with pre-conferences starting today in Las Vegas.
My opinion is that the iPhone will overtake the Blackberry as the phone of choice. The reason is due to Apple's new emphasis on business productivity and security as well as on open software development. However, the CTIA show brings other vendors products into the mix:
- Nokia's N95
- AT&T's full length TV content
- Samsung's ???
- LG's ???
- Sony Ericsson's Experia X1
The one thing that I totally disagree on is:
U.S. Mobile Market is Global Leader
U.S. consumers are paying less, using wireless more, and have more choices than any others in the world.
Based upon what my committee member said above, based on that when I went to Guatemala, cell phone usage was everywhere including being used by the smallest of children, cell towers everywhere and numerous. Based upon the fact that phones and phone service can be afforded by the poor in many cases. I don't know where this headline has any legs to stand on?Also, are the consumers truly paying less or getting services they should have gotten before, finally at no additional cost? I agree we are using wireless more. I got rid of my home phone years ago because it made sense. More choices? If you count old phones which is where the discounted prices go towards as more choices...maybe that can be seen as true.
I believe it is that telecommunication industry as a whole in the United States aims to milk money out of the American public for all it can at each opportunity by stretching out the time it takes to bring us better service, more features, more value.
Nearly 2 billion people in the world do not have access to financial services but cell phones are about to change that.
BrokerIPTV and Brad Blumberg of Smarter Agent, smarteragent.com, at NAR Convention talking about LBS and GPS mobile real estate services using cell phones and delivering IDX listings using location based services.
Reducing Termination Fees..A Friendly Gesture?
Will Awards Translate To Broader Improvement?
Tonight is the culmination in the tabulation of dossiers of the most nominated candidates in the 4th Annual Executive Leadership Awards.
These awards will recognize executives who in the past year best exemplify:
OVERALL EXECUTIVE LEADERSHIP
Demonstrated by financial results, shareholder value, management, innovation, corporate governance, business practices, and accountability -- as well as intangible factors, such as integrity and vision.
LEADER IN INNOVATION
Exemplified by advances in technology, business practices, management, production, and/or operations, as well as R&D expense as a percentage of sales.
ENTREPRENEURIAL EXCELLENCE
Leveraged calculated risks as a means to rewards, reflecting his/her entrepreneurial spirit.
GREEN LEADERSHIP
Employed innovative solutions that benefit customers and society at large and are vital to success in our changing world,. This is about creating solutions that are economically advantageous, as well as ecologically sound.
What would be of interest to me, is will we as a people look at the recipients, take note and follow the leaders? Or will we as a people just continue the status quo? What does it take for a new revolution of these award categories en-mass?
Obviously, even though these awards recognize the best, if more leaders were to be equally recognized, perhaps it would spur an increased consciousness. In return, that consciousness could relate in mass improvements across all sectors which would relate in many good things for business, customers, and investors.
Supposedly 1,000 CEOs were are asked to name two executives from companies other than their own, in these award categories. I wonder how many CEOs or their designees responded? I can't imagine nominations came from competitors but rather primarily from partnerships with companies they do business with.
It is being suggested that two of the awards will go to the CEOs of Apple and Toyota. If CNBC provides the videos of the awards, we may be able to link to them here this week.
Sunday, March 30, 2008
Food For Thought
This is a mix of the Book, related references and attempted interpretation. The context fits this web log (regards: sub prime and credit/housing crisis) so I thought it would be interesting to present it here and have it get you to thinking. Especially so, as I have witnessed first hand, the manipulation of credit banking against the consumer.
..."it will be argued that trade is encouraged by interest. That interest helps trade does not add merit to interest, for most trade today is conducted un-Christ-like. Does our trade glorify God or man? Trade can go on without interest. The old Hebrew nation and many others have managed without.
If we get sucked into the complicated theories about interest a person can get really confused.
The world has their financial gurus that are arguing, studying and contradicting each other as to how interest functions upon an economy. We are not to let ourselves be spoiled by philosophy (Col. 2:8). They would have us believe the economy regulates interest rates and borrowing, and they see all kinds of "benefits" of interest. In simple terms, interest allows people to spend more than their limits, and brings many to ruin.
Sometimes, as Christians we give the thief our coat and our hat besides our wallet to show him that God loves him. Interest is robbery and perhaps we may need to experience it for God's glory, but that does not mean robbery is O.K.
What would you replace lending on interest with? Won't people who will be ruined by borrowing, be ruined whether they took interest or not? Couldn't hard feeling arise if a man lending freely is injured for the need of money that was promised to be repaid, but wasn't? Isn't money lent longer when interest is charged and wouldn't the shorter period of freely loaned money be a hardship?
People can injure themselves with about anything. The Christian applies God's principles and the dynamics of those principles work toward success. First, we are commanded to lend where we do not expect to receive again—Lk 6:35. The borrower is instructed to be "Not slothful in
If we give money so that a person can be slothful and waste it, we show poor stewardship, because we do not want to encourage that person's sin of slothfulness. (Some misunderstand and think that not charging interest is carelessness. Satan would have us overly careful lest we lose some of our abundance—yet that abundance was given us so that we could share.) The question
is not whether we might suffer without charging interest, but what is the morally correct thing to do. That is the question. That money freely lent has its faults is no secret. The underlying principle is to do what is most loving toward God, and one's fellow man. The focus of interest is self.
How would the world today survive without interest?— How would it survive without soldiers to fight wars? What if this? What if that? Let

As it stands today, interest takers have a vested interest in people being in need. If interest were not allowed the interest takers would develop more concern to see others sufficiently prosper.
Doesn't Mt 25:14-24 teach interest is right? We can use the Master's money to get worldly or heavenly treasure, it's your decision. You can use it selfishly or give it to Christ, it's your decision. God provides us with a surplus, so that we can use it to glorify Him, and so we might enjoy the blessings from giving.
Isn't a man worth $1,500 who loans $100 to a neighbor worth $1,500 losing more than the one borrowing gains? No. It is true though that the value of money can fluctuate—there is nothing wrong with repaying according to the real value of the paper one has borrowed. To say "you loaned me x amount of purchasing power and I will pay back x amount of purchasing power," is not interest.
And then to avoid the effect of the Satanic alchemists and their inflation people try to use the interest-rates (extortion-rates) to profit from inflation. They justify their interest in extortion by claiming they are merely "protecting" themselves from inflation. If they simply want to protect themselves they should buy real money, i.e. gold, silver and real wealth i.e. land, houses, and tools; rather than stealing from someone through interest.
Aren't you trying to turn the world upside down? True Christians, like Paul was (Acts 17:6), will be accused of this, because they are trying to turn it right side up. When the Power makes Christianity illegal, will we have enough Christianity to be convicted? I hope so.
What have Christians done in the past (before the Media was controlled by the wrong people)
concerning interest? We should not rest our faith on the actions of men, but rather "let God be true, but every man a liar." Rm 3:4
Still, many will be interested in the past.
EARLY CHURCH FATHERS
Clement, who also worked with Paul (see Phil.) wrote in praise of the Old Testament for its humanity in forbidding interest. He said, "indeed the man who is generous to the poor receives sufficient usury in gratitude, praise and honor of his fellowman."2
Barnabas' writings were considered scripture in Alexandria for about a century, and Clements' writings were considered scripture for two centuries by the early Christians. The Christian Hermes also wrote against interest. An early writing which some say Hermas wrote says, "They that receive without a real need, shall give an account for it: but he that gives shall be innocent; for he has fulfilled his duty as he received it from God."3
Tertullian (c.155-220 A.D.) wrote against Interest. He wrote that Lk 6:35 means the same as Ez. 18:8. Remember that Ez. 18:8 refers to interest as evil and Lk. 6:35 refers to lending without hoping for anything in return. For Tertullian's references to the evil of interest see this footnote.4
St. Cyprian (205-258 A.D.) and St. Apolonius of Hierapolis (who wrote in 175-176 A.D.) also wrote against interest.
Cyprian wrote in 248 or 249 A.D. "Non faenerabis fratri tuo usurum pecuniae et usuram ciborum"—"We must not practice interest."5
In the 5th and 6th centuries we have the writings of many religious leaders who completely condemn the taking of any kind of interest.6
The Catholic church banned interest until 1830. Augustine in his City of God, Bk. III, chapt. 17 related how the worst measure of oppression in the Roman Empire during the Punic wars of all the many oppressive measures was "The people overwhelmed...most of all by usury..." The Anabaptist churches although they disagreed with the Catholic church over many issues, saw eye to eye with the Catholics concerning interest taking. Only in recent times have many of them lost the teaching that interest is evil.
One of the first important assemblies of Christians after the Apostles was the Council of Nicene. This Council forbid usury (interest) to the clergy with these words, "Whoever of the clergy, for filty Lucres sake, exerciseth Usury, let him be Disposed."7
The 44th of the Apostolic Canons and the 1st Council of Aries (314 A.D.) prohibited it in the same way. The reformers Menno Simons, Martin Luther and Zwingli were agreed on one thing. They all condemned interest.
Menno Simons-"But in all things, one toward another, long-suffering, friendly, peaceable, ever ready in true Christian love to serve one's neighbor in all things possible: by exhortation, by reproof, by comforting, by assisting, by counseling, with deed and with possessions."16 "We beg of you from the bottom of our hearts, for Jesus' sake, to reflect a moment whether your spirit is one with the Lord's Spirit, and your conviction agrees with His holy Word; whether it is the Spirit of the Lord and the love for your neighbor or the thirst for gain and the thought of temporal support that send and drive you into your profession. Do you preach God's Word out of a pure heart without falsification; administer His sacrements correctly, and lead a pious and irreproachable life as the Scriptures teach; and do you verily shun and expel from the fellowship of the Lord, public transgressors, primpers, drunkards, LOVERS OF GAIN, USURERS, liars, swindlers, contentious persons, brawlers, adulterers, such as follow after prostitutes, blasphemers, those who take oaths, unrighteous people, etc.?"17 (Emphasis added)
Even the Catholic and Church of England preachers at this time warned of the evils of the merchants and their commercial schemes.18
For more, read or download The Magical Watchtowers, The Masonic Tower of Babel, Christianity's Systematic Destruction.
Saturday, March 29, 2008
Game On!
Some things are more fun than checking company fundamentals and trade trend technicals.
Like sail surfing on the Caribbean, watching a great SciFi movie, playing with your BFF on a Saturday morning, or playing Gran Tourismo 5.
One of my earliest big successes in the market was not with Sony but with the company that sells all our favorite games to us.
GameStop (GME) was chosen this week by Zacks Aggressive Growth as a strong buy. Since Christmas, I've turned away from GameStop and concentrated on China but maybe its time to take a second look. Their earnings release says its up 17%. Like Ikea, GameStop is very selective about where they locate stores like in strip and shopping malls, foot and bicycle accessible. They are also the largest reseller of used games which is important to parents with children as new games can easily drain the pocketbook but used games are still as good as new but at a discount. The sentiment above really isn't as bad as it seems. Trading in your old played out games gives you a a discount on your new one. At the same time it makes it available to others and is not only a cheaper way to play but a bit more green too!
The company sells every popular game on every popular platform. By taking cues from the customer it is able to easily position itself to optimize sales and inventory. Unlike many companies where often no better than 50% of analysts raise their rating, ten out of 11 have raised their numbers on Gamestop. It isn't likely for that many analysts to be wrong all at the same time...er uh, I hope not. Guess I better do the homework, and recheck the fundamentals on my own!
Tuesday, March 25, 2008
Visa?
Solar did fairly well today as everyone that we track was in the green and five of them in the double digits percentage wise. They were SOLF 20.82%, SOL 16.24%, CSIQ 20.50%, AKNS 20.00%, and STP 11.03%.
There has been a lot of news this month in solar. Much more than I expected to see. One of them that made me bust out laughing was the pittance the U.S. government is going to invest at 11 universities over the next three years.
U.S. Department of Energy selects broad range of PV R&D projects to fund
Monday, March 17, 2008 10:35 AM
The U.S. Department of Energy (DOE) will invest approximately $13.7 million over three years in 11 university-led photovoltaic projects addressing a wide range of technologies related to manufacturing processes and products.
Isn't that a paltry $415,000 per school per year? How fast can we develop anything at that pace? Heck our daily expenditure in Iraq is about $576,000,000 or or more precisely $575.96 million usd. Daily!
Something is better than nothing? Seems like the "Don't say we didn't do anything about alternative energy research" retoric. Uncle Sam has left the building, gone fishing, out to lunch, or do not disturb...in regards to being a world leader in innovation and technology. Have we really given up our technological leadership in favor of violence? How soon till we are no longer the one to watch? Huh? Seems like that time is coming quickly.
The German Federal Association of the Solar Industry reported that there were 1,300,000 solar plants in Germany in 2006. 220,000 new plants were erected in 2006 alone. Read more about the leader in renewable energy.
Photovoltaic in new dimensions
Here the sun is shining again: Europe's largest solar energy installation is located in the middle of a former lignite coal-mining area. The company GEOSOL has built a solar energy power station with an output of 5 MWh on a former sedimentation basin for ashes in Espenhain to the south of Leipzig. Not far away on the grounds of a former lignite power station in Borna there is another 22 hectare “solar field” with an output of almost 4 MWh.
Innovative: solar diesel and bio-ethanol
The company Choren AG from the Saxon city of Freiberg has developed a new process for producing synthetic fuel from biomass which is a world's first. Together with Daimler Chrysler and Volkswagen the „Sun Diesel“ is being made ready to go into production. In the Saxon-Anhalt town of Zeitz the company Südzucker AG has erected Europe's largest bio-ethanol plant. Here 260,000 m³ of bio-ethanol, 260,000 t of fodder which is rich in proteins and 30 million kWh electric current are being produced every year.
Spain Requires New Buildings Use Solar Power As part of the country’s efforts to bring its building rules up to date and curb growing demand for energy.
This means new homes have to be equipped with solar panels to provide between 30 and 70 percent of their hot water, depending on where the building is located and on its expected water usage.
New non-residential buildings, such as shopping centers and hospitals, now have to have photovoltaic panels to generate a proportion of their electricity.
I want someone else to get mad and say we are doing something substantial for renewable energy usage. I want someone to show me. I want to hear it on the news and see it in my town. I want to hear people talking about it like it wasn't some far off future thing.
Solar Cloudy But Clearing
That is my current position on solar investments at this time. Due to a bit of bad news of a polluter along with so much more going on in banking, housing, etc.. investors have turned away from solar for the moment. That is due to change however as we refocus the importance of the latest efforts in solar research and design.
The annual report from The Clean-Tech Market Authority was released this month citing the importance of subsidy support by government. The report shows that out of the total investment of Venture Capital, 10% has been focused on green technologies. (see below) Their forecast for green technologies is seen in the graphic above. (top)
We currently hold two companies: China Sunergy (CSUN) and Solarfun (SOLF) but there are many companies with attractive reasons to invest in them out there. If you've watched the videos from last week, you'll see an Israeli company which is running at full bore. Its technology is being used in the Mohave Desert right now. Germany has shown that much of the country can be sustained by a combination of Solar, Wind, and Biofuels which is managed by a sin
Like I said, there are many attractive companies, some of them you can't invest in yet through the markets, still others are available via OTC trading. I caution everyone on OTC trading as it is harder to reliably follow companies trading this way versus via the mainstream stock market. It is very easy to loose your money or see it go into limbo, so we won't trade there.
Perhaps the bottom line for the rapid growth of solar lies with our governments. Greed and corruption are rampant in almost every government including here in the U.S. With this lies the problem of support for what is right vs. where the money is for our leaders. Our men and women in politics seem to have their morals surgically extracted from them when they enter the political arena. They are bought and sold by large corporations who have no interest in what is right and wrong, what is good or bad. The greed of industry giants controls it seems every politician in an office which can do something for them now or in the near future.
We need the full support of government in order to quickly build an infrastructure of clean energy technologies. With the expenditure so far on Iraq and its future capital fallout, we could have provided every household in the U.S. with renewable energy. Or we could have done so on a large scale with alternative energy power stations. However this doesn't happen because there isn't enough money upfront apparently for politicians.
So it will take smaller corporate investment or the leadership of a company such as GE and the voice of the people to pressure politicians to embrace the technologies that can save our planet. It has to be done now, and not delayed in a long protracted plan as is so often used to quasi-table the important issues.
Ultimate Dream
- Beyond your typical job
- More value than money
- Better than sex to some
or chocolate to others
The need to feel connected in some way, to another human being.
Life gravitates to life
a life in the present or in the past
real or imaginary
Tonight I was reminded of this through a fantastic soul moving movie of sound.
A story of faith, of hope, and love.
A story of how music moves us, drives us, propels us forward.
A quest for the life we know we deserve.
This movie stars:
Freddie Highmore as August Rush
Keri Russell of Felicity, Waitress
Jonathan Rhys Meyers of Bend It Like Beckham, Elvis, The Tudors
Terrance Howard of Hustle & Flow, Crash
Robin Williams
William Sadler of Roswell
You need to see this movie. Because it will give you something back that you've been missing. Its a good investment!