Preformed Line Products – infrastructure playI went scrounging around trying to find an infrastructure play at a compelling value. PLPC hit my screen. Seems to be unfollowed and ILLIQUID. However they should gain from upgrades to Telco and Utility grids/5g etc. PEG ratio <1, Price close to Book, Pays Divy, low EV/EBITDA. Did I say it’s ILLIQUID? So don’t buying […]
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So what’s been happening since I last wrote to you, dear Irregulars? I’ve got a couple teaser picks to reveal for you in a moment, but first there are a few thoughts to get off the ol’ Gumshoe chest. We’ve seen a nice recovery from the healthcare REITs, which are still quite reasonably priced (DOC, […]
I haven’t looked at the Capital Wave Forecast stuff from Shah Gilani in quite a while, so the latest teaser pitch from him and the Money Map folks caught my eye — particularly because he’s touting big moves in specific large-cap “blue chip” type stocks, which is pretty rare in newsletterdom (it’s a lot easier […]
This article was originally published in the Friday File for Irregulars on July 6, it was opened up to all readers on October 11 but has not been edited, updated or otherwise changed. Today we’re taking a look at a new teaser that started running this week, with most folks apparently getting it yesterday or […]
If you’re just joining us, we’ve been working on identifying the Australian stock picks teased by the new Australian Edge newsletter from Roger Conrad and David Dittman — that first note is here, with the lead-in about their general “invest in Australia” theme, and they teased us with eight “income wonders from down under” that […]
Peter Schiff is apparently not scaling back his brokerage work much to manage his Senate Campaign, despite the hit that his campaign took in the polls when Senator Dodd decided to retire rather then run for reelection (probably any of the candidates, including Schiff or Linda McMahon, could have beaten Dodd … beating the much […]
Those of you who’ve been around the block with the Gumshoe a few times know that I’m always a little bit skeptical of most of the newsletter promotions I read, but I tend to give a wee bit of extra scrutiny to the stuff from Untapped Wealth — partly because they are responsible for the […]
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Great stuff! But you have included one confusion that is almost universal among smart confident people who aren't really...
They’re the biggest, most richly valued and most popular utility. Brilliant focus on clean energy early, but now my g...
Travis, thank you for your article. You mention that you own REIT CoreSite. Are you concerned that their PE is 60+; I un...
Energy Storage, Ken is absolutely correct - it is all about energy storage - but more importantly in a future carbon co...
Great point. If people are going to mostly charge at home, shouldnt we look into the power utilities?...
This good Driver has got a WAY better grasp on the physics than Siegel does! Particularly because of considering what po...
If you scroll all the way down, Discover Fund and this Kirkland guy have been in a lot of lawsuits with many different c...
Tencent isn't US-listed, but I don't know how it might shake out. My best guess is that it leads to nothing real, just ...
$FYI - Lithium-Ion Energy Storage Cost vs. Pumped Hydro Or Flow Battery Cost Are Dependent On Time "The eventual ...
there is an interesting junior company out of red lake Ontario, Travis, that is well funded, drilling financed thru the ...
https://ehtrust.org/ehtlegalaction-againstfcconhealtheffectsofcellphones/ The above link depicts the action that the E...
Further (I fat finger my entry) Over the last 5 years, the IRREGULATORS, a consortium of senior, independent experts, f...
Geothermal looks attractive as a dependable , always-on energy source to balance the unreliable wind and solar power sup...
$FYI - The latest from Energy Storage News - 7/5/2019 Some of todays articles: Hybrid theory, in practice: ene...
Fire keeps getting mentioned and it is a valid concern a good fire control system should mitigate fire. I don't know the...
I want to follow up on my post above re: the zinc-air fuel cell battery company, MGX Renewables, to be spun off MGX (XM...
Griffin...COWBOY!.... Allcaps because it reminds me of when I worked in DC, I went to a Korean Deli and I wore a cheap ...
CECBF---Long...Hey Griffin, Edski and all. I just received an E-mailing from Casey Research about... Liquid Electricity ...
Because wireless charging would mean that the utilities would be giving away power for free, so it's not going to happen...
In this current extremely volatile market, many pundits are advising a shift from Growth and Speculative stocks towards ...
Which is unfortunate, because 'nuclear power is probably our best hope as a planet to reduce pollution and greenhouse ga...
$FYI - National lab's technologies among the 100 most significant of 2018 "Protecting the electric grid — DCAT...
$FYI - NREL, SDG&E Collaboration Expands Resiliency in Borrego Springs, Yields Nationally Scalable Results "What...
Good point, I have no idea what will happen with the 232 investigation -- UR Energy and Energy Fuels are asking for quot...
Until the utilites dont sign a new long term contract, the spot price will be around 30. Utilities are waitng for Sectio...
There is a lot going on with the Electrical grid and it varies from State to State, Utility to Utility since FERC deregu...
$CECBF/STNUF "CellCube Provides Corporate Update, Comments On Unusual Trading Activity August 7, 2018, Toronto, Ca...
I have not heard of them, but any company working on living off the grid and not just tied to it gets my attention. My ...
$FYI - Daily news from pv magazine USA - 7/18/2018 https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a...
$FYI - Daily news from pv magazine USA - 7/16/2018 https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1...
I forgot to mention that if you have an existing PV system and you are going to add a battery check with the IRS for a T...
$ESNC np Interesting concept and well worth the trial. I foresee a lot more use of micro grid use in the future. No...
CLQ quarterly activities report...there is some good stuff in there. Besides the leading bullet points we knew about, t...
$FYI - Daily news from pv magazine USA 4/5/18 https://us13.campaign-archive.com/?e=052d095e56&u=2790e780a1533f...
Concerning the effect of microwave radiation on health, higher power level transmissions could have degrading affects on...
Roger and I both have many positions in #Biotech, a large percentage in $ARTH, $APTO, $BLPH, $CWBR, $PTGX, $AUPH, $CAPR,...
Each week at #DividendChannel, we screen through our coverage universe of dividend paying stocks, and we look at a varie...
Of the several market letters I have sampled over a long market involvement, this one brought me more profit than any ot...
I don't think people know how to survive without modern utilities, know how to grow their own foods or get potable water...
Everyone has to eat...therefore Wal-M art could be better than gold if this market heads for the downside. And see how m...
$FYI - As electric vehicles make a move to the mainstream, utilities are taking notice Note; There has been concer...
Rocket Man Goes Phishing by Manward Bulletin 1-/14 Dictator Logic Sometimes the threat of nuclear war just isn't enou...
$FYI - Energy technologies get a boost toward commercial use http://www.pnnl.gov/news/release.aspx?id=4464&u...
Someone posted a query earlier today about possible uses of Arch's hemostatic peptides in situations of obstetrical blee...
At the risk of being slandered as a communist, I would point out that if this were like taxes, then the four poorest men...
Yes, Frank, I have been anxiously watching the Small Modular Reactor (SMR) concept develop into the design and licensing...
Apologies for the lengthy post above, I was not logged in, and the guest post will be delayed for moderation since it co...
interesting angle, as far as income stocks are concerned, plenty of solid performers when looking at big global ADR's , ...
looking at global utilities http://eqibeat.com/top-20-asian-adrs-by-dividend-yield-no-2/...
Two questions- (great article as usual). What if a person becomes an account holder at the mutual, then takes action t...
Sorry all for my unplanned absence yesterday. The night before, my internet went out, and wasn't restored til late in th...
DIGITAL FUTURE and the dangerous potentials of technological advances: The advantages to the consumer will always be st...
Hi Arch--I can't access the article without a subscription, but I'd respond that in pretty much all such cases they're t...
I love this quote - it's so true. "Justice Douglas said in a dissenting opinion to Public Utilities Comm’n of DC v Pol...
So far it's money moving into anything related to infrastructure stocks, Pharma, and banks, and out of big tech and anyt...
Hi Joe--obviously, I can only speak for myself. I don't think what has made the difference for the US is the so-called w...
Ha, thanks, I think. Worse, though, is that my 14-year-old daughter is intent on going into politics. I'm trying to conv...
BDC's have been a successful part of my portfolio, but I wouldn't buy PSEC with so many stronger choices. I had a grandm...
For folks who don't know this one, DNP is a levered closed-end fund that's mostly invested in utilities -- it trades at ...
I have been a 14 year subscriber that has done well with his conservative approach ( dividends, compounding, utilities, ...
The logic that dictates a rise in uranium prices has been clear for more than two years... But prices haven't risen. Th...
I count on Berkshire to have a long-term perspective that almost no public companies have anymore (with obsession over e...
Good post, but IMO the real information is the link in the article to a study at MIT; "These deployments are economical...
Alan I would respond that it is impossible to correctly value these companies, since they have no earnings and the possi...
Good article with our friends from @Sphericam on filming in VR :) #sphericam #nomokoNomoko added,TechCrunch @TechCrunch ...
The customers are pretty solid as far as I can tell, most of them seem to be with major oil & gas companies or utilities...
“Sell and get out of stocks & buy gold” volunteer the Gurus on TV and the web as would be ‘future-money-managers a...
I do not know which state and county you live in, or what your states laws are there for buying tax liens there, in but ...
I do not know which state and county you live in, or what your states laws are there for buying tax liens there, in but ...
Some of these H2O utilities are reaching all time highs: http://finviz.com/screener.ashx?v=111&f=ind_waterutilities Even...
CGI Group Inc (CGI) http://www.cgi.com/en is a Canada-based company that provides information technology (IT) consult...
$WTR - Hold Till Death Do Us Part: Water Utilities - http://seekingalpha.com/article/3964828-hold-till-death-us-part-wat...
Those flow batteries would likely only be used by utilities to store solar power for the grid . The advantage would be ...
WTR- Comparing The 3 Largest Water Utilities - http://seekingalpha.com/article/3917926-comparing-3-largest-water-utiliti...
I have not made csv 4 biot calendar Griffin. With Cruz back at http://www.biopharmcatalyst.com/ I have not updated l...
I've been researching the same topic since I read that tagline at the end of the movie. I looked at PHO, and water utili...
Some of these H2O utilities are reaching all time highs: http://finviz.com/screener.ashx?v=111&f=ind_waterutilities Ev...
He's touting Solar. He's wrong. The oil glut and resistance by utilities and new grid costs are huge blocker. Good in th...
There are very few sure things for investment, these days; one area has to be in the Doomsday/Prepper marketplace, howev...
Dunno if Berkshire is a big fan of distributed solar, most of the utilities are probably a bit worried about that -- but...
Thanks for the clarification. That raises other concerns. Is this solid fiber or is it particulate like blown installa...
Makes sense, DLH, and I largely agree (replying to your posts above about utilities), and, par for the course, too much ...
I'm going to play devil's advocate here. Rememember that utilities are highly regulated, and mostly publicly owned. Ther...
I feel that too often the conflicting interests of current electric providers will prevent what everyone supposedly want...
Sector breakdown of my stock portfolio healthcare 25% Materials 20% Financials 15% ETFS 15% C...
I was concerned that I was too deep in bio, but dislike the fads and trendy suggestions I found on advice sites, so I t...
Vijay: thats a totally mad system.....so you can borrow at 0%, invest in an essential $utility and get a dividend. WTF d...
The $25,000 bill you mentioned for the partial is a fictitious number of course, as are ALL medical bills. Be assured t...
What utilities do you like currently?...
Amusing story that I believe to be true. Until a decade or so ago, 99% of our water utilities were owned and run by cent...
I agree that the future price of gold is a speculative matter...however when one looks objectively at other investment v...
things are going to start moving really fast, Spacex, virgin galactic, Amazons Bezos had a secret space company for like...
Again, there's nothing wrong with Duke Energy. It's actually among the better electric utilities out there. I bought an ...
I've seen his pitch, it's for utilities in general (he's running the old Utility Forecaster service that used t...
KennyG -post 28 I have a Pentium dual core 2.4 GHz with 3 GB of ram. CP usage is rarely over 60 %; memory rarely ov...
The reason U308 is still stubbornly low is that the Japanese had one of the world's biggest nuke fleets. They shut down...
I like to keep it simple, Term policy, invest the difference in 401 using tips from the Gumshoe family and dividend payi...
I kick myself.. saw HYGS at 8 and passed on it.. early last year. Seem to remember that they are building several plants...
Best I can do here is share my own experience, on the basis of which I am continuing with the service, which recently an...