by Travis Johnson, Stock Gumshoe | September 30, 2022 4:15 pm
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Travis, you mention that transporting methanol would need pressurized rail cars. That’s not correct, since M is a liquid, not a gas like propane. It could be transported in any rail car that is able to carry gasoline, or ethanol. To me, for methanol to be used as a fuel, it would be best to be able to move it via pipeline whenever possible. And if it did become a larger part of our fuel mix, the volume of fuel would not necessarily increase much, since it would simply be replacing other liquid fuels. So existing transport networks probably wouldn’t need to be expanded. I would rate the likelihood of a methanol boom as very low.
Thanks for the correction, I lean toward agreeing with you on the potential “boom”, but that’s mostly just a decade or two of methanol skepticism talking. Promises and daydreams are easy, buy-in and infrastructure are hard.
I don’t see Methanol as a fuel. Very flammable, very toxic, and relatively low energy density (it’s essentially half-burned methane). I do think CE is an interesting stock to watch and added it to my list.
Thanks again for the update, and the TradeStop promotional sleuth. I use TradeStop, too. I have to chuckle a bit – both CE and TRN are deep in the RED zone so, if you follow their tools, neither are good stocks to buy right now.
Thanks. I hadn’t thought to check that… curious indeed.
Though I can’t imagine there’s much in the “green” at TradeStops right now.
Hey Travis
I keep hearing about ” capitulation “.
What exactly is this all about?
Thanks for all you do
Terry
Thanks for keeping us informed of what’s happening, Travis.
The psychological mind game is a tough one. I can sympathize with the idea of “When markets are wild, we feel a powerful urge to do something.” Little micro-moves where I add to my highest conviction stocks – preferably with positive FCF, dividends, wide moats and strong brands – help me keep sane.
Riding out most of the high-growth stock ideas is a pain but essential for long-term gains and future regret avoidance. It’s weird how a 700% gain slashed to 350% is less painful than seeing a -50% of a relatively new idea in the red, even though the total $ loss is a lot more for the stock still in the green.
Due to low housing inventory in the US and Boston Omaha’s stake (BOC), I had some high hopes for DFH. Your thought that the current interest rate environment makes a swift recovery rather unlikely got me thinking about your idea of tax loss harvesting with the goal to repurchase.
Another month to be patient is ahead of us.