Siemens AG (SI)
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- What I'm Selling (and Buying) in the Market Turmoil [view article]
- Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
- Investing in Water - It's Not Just for Drinking [view article]
- How You Can Invest in the Pickens Plan [view article]
- New Wind ETF Cools Off Sunburned Portfolios [view article]
- Wind Turbines: The New Renewable Bull Market [view article]
- Whiskey's for Drinking, Water's for Investing In [view article]
- 4 Wind Power Profit Plays [view article]
- Global Demand For Water Expected to Grow [view article]
- China Security & Surveillance: One To Watch Closely [view article]
- 2 Ways to Invest in Pickens’ Wind Power Plan [view article]
- Wall Street Breakfast: Must-Know News [view article]
Recent SI Articles
- What I'm Selling (and Buying) in the Market Turmoil
- Investing in Water - It's Not Just for Drinking
- How You Can Invest in the Pickens Plan
- Wind Turbines: The New Renewable Bull Market
- Fujitsu Siemens: No Joint Venture Is Forever
- Wall Street Breakfast: Must-Know News
- 4 Wind Power Profit Plays
- Whiskey's for Drinking, Water's for Investing In
- 2 Ways to Invest in Pickens’ Wind Power Plan
- Wall Street Breakfast: Must-Know News
- Full List of Articles »
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What I'm Selling (and Buying) in the Market Turmoil [view article]
Johnson Controls (JCI), $33.65 ?????????????Is this really the time to be invested in the motor industry?? Reply
What I'm Selling (and Buying) in the Market Turmoil [view article]
Johnson Controls (JCI), $33.65 ????Is this the time to be investing in the motor industry???
Reply
Optimist
What I'm Selling (and Buying) in the Market Turmoil [view article]
spending 8Bl in Asia on wind generation? That is looking forward and it has gotta help that pollution problem. I am sure it is still years away but funds generated from the deal should help GE's fundamentals. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
It looks to me like GE is headed toward energy not a bad direction....keep getting rid of the other products to expand that area! $$$$ ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
Half of GE assets are Financial related, Should I assume they are worth 20 cents on the dollar and treat the $25 dollar current price as really worth $15?GE Should spin off the Financial ARM but it can't. It can't because it would uncover its actual worth. They have been selling assets just like the now defunct Investment banks.
You want to invest in a "pig in a poke"? I do not. Reply
What I'm Selling (and Buying) in the Market Turmoil [view article]
If you want your readers seeing red just mention GE. Wow they just love to hate this company and therefore find trillions of excuses to put it on the most unwanted list. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
There is not going to be any money for the greenies, we are giving it all to the bankers and wall street. So oil and the cash flow it generates in safe countries like CN will be king. HON, GE have too much with aerospace too, the plane cycle will slow dramatically. These companies will also be hit by a wait-and-see order strategy by their customers who are not going to spend unless they see a return or can borrow to do so. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
seems overweight in industrial conglomerates. ReplyWhat I'm Selling (and Buying) in the Market Turmoil [view article]
Gosssh, what a list !!I have 9 more if you want to know !! Reply
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
Hey guy........where is WaMu ? Every portfolio needs a solidfinancial.
Mr. Nygren Reply
Zetland
Investing in Water - It's Not Just for Drinking [view article]
This "piece" (certainly not a whole) doesn't say anything, and it misses a major point -- water management is far less efficient than oil management (and yes, I'd even say that Saudi or VZ management is relatively better off. Because there is so much potential for improvement via improved institutions, investment in water is tricky (regulatory risk). Read my blog (aguanomics.com/) for more depth on water and economics. Reply01
Investing in Water - It's Not Just for Drinking [view article]
Looking for water ideas? I was too...but this introduction didn't help much at all. Here's a much better one that actually goes over a couple well-known and a few lesser-known water investment ideas:seekingalpha.com/artic...
Reply
Jacome
Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) ReplyInvesting in Water - It's Not Just for Drinking [view article]
The 'Water' value chain is highly fragmented from Pipe manufacturers, Filteration experts, Valve and Metering companies, Utilities, Turnkey operators, Chemicals and Infrastructure and Distribution.I have spent a lot of time understanding the players but if one needs quick access to the 'Water Space' my suggestion is to look at ETF's such as PHO, PIO and CGW.
It is also very important to get the 'Sub Sector' right when investing in water so subscibe to a newsletter like 'WIN' to keep updated on trends in the industry and where they are flowing (No Pun Intended) Reply
Investing in Water - It's Not Just for Drinking [view article]
DHR Reply