Browse by Tags

• AA
• AG
• AXP
• BA
• BAC
• C
• CHK
• Christian DeHaemer
• CNH
• CSCO
• CVX
• DD
• DDM
• DE
• DIS
• DXD
• EMC
• F
• FAN
• FINGF.PK
• FLR
• FP Trading Desk
• FPL
• FWLT
• GE
• GM
• GRU
• HD
• HMC
• HPQ
• IBM
• INTC
• Investment U
• JJG
• JNJ
• JPM
• KO
• Larry Bellehumeur
• MCD
• MMM
• MRK
• MSFT
• ORCL
• PFE
• PG
• SAP
• Steven Hansen
• T
• TAN
• TMTNF.PK
• UNG
• VLO
• VZ
• William Ellard
• WMT
• XOM

• My U.S. Infrastructure and Employment Plan

  William Ellard submits: It is a shame China beat the US in announcing a major infrastructure investment plan: The spending announced today, of which 100 billion yuan is earmarked for this quarter, will cover low-rent housing, infrastructure in the rural areas, as well as roads, railways and airports, the State Council said. The government will also allow tax deductions for purchases of fixed assets such as machinery to stimulate investment, a move that will reduce companies' costs by an estimated 120 billion yuan. Complete Story » Posted Tuesday, November 11, 2008 5:04 AM Filed under: FAN, TAN, EMC, F, GE, CAT, GM, IBM, HPQ, FWLT, FLR, ORCL, CSCO, William Ellard, SAP

• New Technology Makes Natural Gas a Viable Replacement for Oil

  submits: The U.S. is set to become the world’s leading producer of natural gas — and is on track to become an exporter of the same. And yet you hear none of this on the radio or see it in other mass-media outlets. T. Boone Pickens isn’t a stupid man. He’s made billions from oil. In the last few months, he has spent $60 million advertising his belief in the future of natural gas for use in transportation and electricity. (And why not; we have plenty of natural gas.) Perhaps you’ve seen his commercial? Complete Story » Posted Thursday, October 09, 2008 3:54 PM Filed under: UNG, CHK, HMC, CAT, Christian DeHaemer

• Energy Sector Goes on Sale

  Investment U submits: I'm sure stock market behavior is fertile ground for psychologists who study human behavior. Wall Street talking heads have lots of nifty catch phrases to describe their moves… We've all heard, "A rising tide lifts all boats," which could be applied to the oil and the energy sector, both flying high before the recent oil correction. All of a sudden, oil and energy stocks were the "happening" sectors, and everyone was buying them. Complete Story » Posted Tuesday, August 19, 2008 7:03 AM Filed under: GE, CAT, FPL, Investment U

• Obama vs. McCain: Which Candidate is Better for Ethanol and Equipment Companies?

  FP Trading Desk submits: America’s ethanol subsidy program that was fuelled by President Bush’s signing of the Energy Policy Act in August 2005 has been great for heavy equipment companies with exposure to agricultural equipment. Since then, the biofuels push and boost in grain demand that is also being supported by new protein-rich eating habits in emerging economies has driven shares of Deere & Co. (DE), AGCO Corp. (AG) and CNH Global NV (CNH) up more than 100% on average. Industrial equipment names like Caterpillar Inc. (CAT), Finning International Inc. (FINGF.PK) and Toromont Industries Inc. (TMTNF.PK) haven’t done quite so well, but are still up closer to 50%. In a research note, Desjardins Securities analyst Benoit Poirier said: Complete Story » Posted Sunday, August 10, 2008 4:22 AM Filed under: CNH, FP Trading Desk, GRU, JJG, CAT, DE, TMTNF.PK, AG, FINGF.PK

• $120 Oil's Struggle with the Dow Industrials

  Steven Hansen submits: Is this round two of the price of oil vs. the Dow Industrials?  Will the effects on the Dow of the 1973 Oil Crisis repeat itself?  There are several similarities and differences.  One similarity, which got me thinking, was that the percentage increase in oil prices was similar to today – albeit it happened slower this time.  The chart below compares the 1973 Dow Industrials with the price per barrel of oil. The charts begin with oil and the Dow Industrials with relative values of one. Complete Story » Posted Wednesday, August 06, 2008 8:47 AM Filed under: JPM, MSFT, XOM, C, CVX, BAC, MRK, AXP, DD, PFE, GE, VZ, CAT, HD, KO, GM, T, DDM, MCD, IBM, BA, MMM, PG, DIS, WMT, DXD, JNJ, HPQ, INTC, Steven Hansen, AA

• Three Stocks That Look Cheap Here

  Larry Bellehumeur submits: It would seem that I made a lot of people mad in previous articles, when I claimed that Apple (AAPL), Google (GOOG) and Qualcomm (QCOM) didn't deserve their current evaluations. Well, I decided to take a different approach this time, and list a few stocks that I thought were trading at a lower evaluation than they were currently worth. In the case of HD, this one might still require a few more months to start to rebound, but I am recommending getting into it now, as it will rebound so quickly when it does. Complete Story » Posted Friday, August 01, 2008 6:59 AM Filed under: VLO, CAT, Larry Bellehumeur, HD