http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html Investment Advice and Investment Research with a Contrarian Point of View Tue, 16 Mar 2010 17:01:25 -0500 http://wordpress.org/?v=2.8.3 hourly 1 http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-20122 Taxes Are Going Up... Wed, 19 Aug 2009 21:01:03 +0000 http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-20122 [...] energy and infrastructure will benefit for the next several years from the billions being thrown at the sectors via the [...] [...] energy and infrastructure will benefit for the next several years from the billions being thrown at the sectors via the [...]

]]> http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3450 Alex Fri, 13 Mar 2009 16:34:10 +0000 http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3450 It's interesting the we need another boom to get us out of this deep mess we're in. Thanks for your perspective. What do you think about raising interest rates? The IMF hands out high interest rate loans to underdeveloped countries to stabalize the country's currency exchange rate. An influx of investor capital in a more attractive currency is a more promising proposition in that scenario. If the Feds raise their target rate, (a counter intuitive move) will that not also lead to an influx of capital into our currency market? Since we do not have a demand shortage, nor a supply shortage, but instead a capital shortgage, should we not pay a premium for the capital influx? A small business that can use capital, should pay a premium to get the cash they so desperately need. A lack of cash circulation is the bigger problem. Any thoughts?? It’s interesting the we need another boom to get us out of this deep mess we’re in. Thanks for your perspective. What do you think about raising interest rates?
The IMF hands out high interest rate loans to underdeveloped countries to stabalize the country’s currency exchange rate. An influx of investor capital in a more attractive currency is a more promising proposition in that scenario.
If the Feds raise their target rate, (a counter intuitive move) will that not also lead to an influx of capital into our currency market? Since we do not have a demand shortage, nor a supply shortage, but instead a capital shortgage, should we not pay a premium for the capital influx? A small business that can use capital, should pay a premium to get the cash they so desperately need. A lack of cash circulation is the bigger problem. Any thoughts??

]]> http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3448 Dr. J. D. Hooker Fri, 13 Mar 2009 16:21:26 +0000 http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3448 Honestly, I see our best potential for a "boom" being in agriculture & agribusiness. Think about it for a minute. If the midwest started raiseing sorghum instead of corn for ethanol, we could produce twice as much fuel, while tying up less than half the acreage. While the "leftovers" after pressing can still be used as livestock feed. While should we begin using sunflowers or even peanuts for producing biodiesel (instead of soybeans) we could once again produce more fuel on less acreage. While still using the "oil seed cake" as livestock feed. In the oriental nations there is still a huge demand for things like ginseng root, & there's no real reason we aren't producing much, much more of these crops. At the same time, why are we allowing so much of the manure from our livestock operations to just run off & contribute to pollution? When this same "waste product" has truly huge potential for use as both fuel & fertilizer. Yes, I honestly expect our next potential "boom" is just waiting to erupt from our farlends. Joe Honestly, I see our best potential for a “boom” being in agriculture & agribusiness.
Think about it for a minute. If the midwest started raiseing sorghum instead of corn for ethanol, we could produce twice as much fuel, while tying up less than half the acreage. While the “leftovers” after pressing can still be used as livestock feed. While should we begin using sunflowers or even peanuts for producing biodiesel (instead of soybeans) we could once again produce more fuel on less acreage. While still using the “oil seed cake” as livestock feed.
In the oriental nations there is still a huge demand for things like ginseng root, & there’s no real reason we aren’t producing much, much more of these crops.
At the same time, why are we allowing so much of the manure from our livestock operations to just run off & contribute to pollution? When this same “waste product” has truly huge potential for use as both fuel & fertilizer.
Yes, I honestly expect our next potential “boom” is just waiting to erupt from our farlends.
Joe

]]> http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3447 j dimmick Fri, 13 Mar 2009 16:17:30 +0000 http://www.investmentu.com/IUEL/2009/March/energy-and-infrastructure.html#comment-3447 I think you're right on the money. Energy (like food, booze and medicine) is a consumable which we all need. Those who produce energy such as oil and gas companies will profit first. Secondary energy producers which are mature sources such as coal,wind and solar will benfit next. Third will be the manufacturers of energy producing products who need a demand before they can ramp up production. I'm buying depressed oil and gas stocks. I think you’re right on the money. Energy (like food, booze and medicine) is a consumable which we all need. Those who produce energy such as oil and gas companies will profit first. Secondary energy producers which are mature sources such as coal,wind and solar will benfit next. Third will be the manufacturers of energy producing products who need a demand before they can ramp up production. I’m buying depressed oil and gas stocks.

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