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Navios Maritime Partners L.P. Message Board

jj27713 77 posts  |  Last Activity: 7 hours ago Member since: Jan 11, 1999
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  • Jwo,
    It's quite noteworthy that the UN has finally come around to admitting what all the non-warmist scientists have been saying all along. The real world data can not distinguish any deviation of weather/climate outside natural variations. So if there is any man-made 'climate change' occurring, it is too small, too ethereal to be statistically distinguishable. The models are wrong.

    Levy, Red...you getting this? The ONE thing that does stand out is the vast improvement in crop yields from adding 0.01% CO2 to the atmosphere.

  • Reply to

    Republicans off the record on AGW

    by jwogdn Sep 15, 2014 4:02 PM

    Except that we have zero evidence that there is a man-made 'major climate change' issue. In fact the climate change problem is so slight that it can't even be differentiated from any normal/cyclical natural climate change pattern based on all available data. The facts are that it was warming since ~1970, but now it has rolled over since 1999 and is now cooling since 2002. This cycle and duration is completely similar to earlier cycles going back to the mid-1800's.

    If the cycles look similar, if we can't tell if we have finished warming up from the LIA, if we can't explain why we are cooling despite increased CO2 in the air, if we can't explain why the models are getting more wrong by the day...then we have NO basis to say we have any sort of climate crisis at all.

    Who really are the idiots? The ones who are consumed by the fear can't see the political nature of the argument and can't explain the discrepancies between the actual data and the predicted data? Or the ones who admit that there might well be no problem whatsoever and acting on an imaginary problem is a foolish proposition?

    If the predictions don't come close to the actual data, and the actual data is much less than the predictions...exactly what are we claiming is a 'major climate change' issue?

  • Reply to

    Bldp's price is slipping!

    by jj27713 Sep 15, 2014 11:06 AM

    Sorry long, but TSLA, AAPL, FCEL. HYGS and PLUG not in my portfolio to compare. Or did you miss that note? But the point made is valid. Not all tech stocks dropped today and some that did, didn't drop nearly as much as BLDP (or other FC companies for that matter). And I am not calling others idiots when they disagree with someone else. Nor do I put anyone on ignore. But that's OK...you can put all who don't agree with you on ignore. That's a surefire way to be ignorant of potentially useful viewpoints yourself.

  • Reply to

    Cutting Dividend Scenario....

    by play_tow Sep 15, 2014 1:45 PM
    jj27713 jj27713 Sep 15, 2014 10:32 PM Flag

    How about I take the 6% dividend as well as the doubled stock price? Just sayin'.

  • Reply to

    Bldp's price is slipping!

    by jj27713 Sep 15, 2014 11:06 AM
    jj27713 jj27713 Sep 15, 2014 10:19 PM Flag

    Hi red,
    Idiots? All tech stocks dropped today? Here are some more in the family portfolio...
    AMAT Down 1.12%
    CSCO Down 0.40%
    INTC Down 0.23%
    LRCX Up 0.67%
    IBM Up 0.28%
    vs. BLDP Down 7.92%

    So you are wrong again...on several levels. But at least we can count on your vitriol, name-calling and overall rudeness to grace an otherwise reasonable discussion board.

    Good luck tomorrow. Please find some good articles to publish.

  • Reply to

    Bldp's price is slipping!

    by jj27713 Sep 15, 2014 11:06 AM
    jj27713 jj27713 Sep 15, 2014 11:30 AM Flag

    Hey long! BLDP down 10% so far today. The market doesn't like something about BLDP. Why don't you tell us what it is? I am long this stock, too, so I am looking for some wisdom from any of the long line of BLDP proponents. Might as well start with you...
    Please don't provide an 'empty message from an empty person' like yours above.

  • Come on guys... sven, jake, red, swift, long, poseidon, frio, ready, harry, zaran, hispos, exge, stewart, sbacc, drballard, kristian, oxygen, ski and all you daytraders! Time to start pumping this stock a little harder. Link more articles promoting FC's. Link more articles bashing EV's. Link more articles how CO2 is devastating the climate. Find more hydrogen breakthrough papers. Make Ballard shine!!
    (Just doing my part to rally the troops...)
    Have a great day.
    JJ

  • Reply to

    Today.... what has happened to make this drop??

    by wklsw Sep 12, 2014 1:58 PM
    jj27713 jj27713 Sep 12, 2014 3:22 PM Flag

    Right now investors are pricing PSEC as if it will lower its dividend from $1.33 annually to ~$1.15 annually although there has been no official talk of a dividend reduction. The feeling is the latest internal financial reorganization, several BDC analyst prognostications and possible Fed moves will take their toll. I really have no idea what will all shake out.
    The thought to consider is, even if the dividend is cut to 9.5 cents per share per month, the stock is already priced for that and that is still the long term payout level...approximately...of 11.5%. So even though your initial investments in PSEC have dropped a buck, any new investment will still be earning 11.5%. So, if you are in an accumulation mode, you can now pay less than before and still reap 11.5%. If you are looking for cap app, there is some chance that this will not get back to $ 11.5 a share.
    I am in the same situation as you, but I am looking to acquire a large position in PSEC for the dividends...not for the appreciation potential. I just want a fairly stable base of an 11.5% dividend payer. Of course the entire market might be wrong and they don't cut the dividend. In this case you (and I) will be purchasing the stock at a discount right now.
    Good luck with your decisions.

  • Reply to

    FCEL monetizing

    by jaketen2001 Sep 10, 2014 10:37 AM
    jj27713 jj27713 Sep 10, 2014 9:55 PM Flag

    I was being philosophical about it. Not literal. I don't think the social media stocks should have any meaningful value. You post pics, brag, cuss others out, chat unproductively, ruin your spelling, grammar and face to face social skills, get involved in unsavory issues and do some shopping. A manufacturing entity makes hard goods, boosts productivity, creates new products, improves living conditions, provides for the common good, provides jobs at all levels and provides a sense of self-worth. Not all things are exclusive, but almost so. I don't see the fundamental reason for a social media company to be inherently more highly valued than a fuel cell company stock.
    You might guess that I am not a member of any social media fraternity (except Yahoo mail and BB's) and I must say I see little that I am missing by not being with one. (Yes, I still hike and drive with map and compass...)

  • Reply to

    FCEL monetizing

    by jaketen2001 Sep 10, 2014 10:37 AM
    jj27713 jj27713 Sep 10, 2014 3:25 PM Flag

    It is rather stunning that a fuel cell company...one that has product, manufacturing and a real potential to reduce overall energy consumption and pollution...can have so little book value. But something with almost no redeeming purpose, like Facebook, has a street value of over 200 BILLION dollars...

    JJ

  • Reply to

    AGW news not so good

    by redshoe77 Sep 9, 2014 9:03 AM
    jj27713 jj27713 Sep 10, 2014 12:17 PM Flag

    Everybody should agree that our climate is changing. Try to find one piece of hard evidence that the weather is becoming more extreme due to CO2...(crickets)

  • Reply to

    why

    by zbgb952 Sep 9, 2014 1:38 PM
    jj27713 jj27713 Sep 10, 2014 9:47 AM Flag

    The secret to accumulating wealth...
    Buy low.
    Collect dividends.
    Re-invest.
    Repeat. Repeat. Repeat.

    CTL is solid for now. It is buying back shares which increases the long term value of the shares. It also increases the possibility of dividend increases. Stocks don't always go up from the moment you purchase them, you know. Take advantage of the dips and watch your nest egg grow and grow.

  • Reply to

    O/T US Debt and Economy

    by jj27713 Sep 9, 2014 11:08 AM
    jj27713 jj27713 Sep 9, 2014 11:49 AM Flag

    I'm with you. Unsustainable. That's why I want impress that the 'individual' better make ready for economic and fiscal craziness that is likely to result from an out of control government. They will only seem to make everything worse for you as they try desperately to fix it. About all one can do is protect your assets as best you can and be as fiscally free from debt as you can. I personally think that deflation is a bigger probability than inflation and that doesn't bode well for trying to keep an economy on the mend.

  • Reply to

    AGW news not so good

    by redshoe77 Sep 9, 2014 9:03 AM
    jj27713 jj27713 Sep 9, 2014 11:20 AM Flag

    jake,
    It has already been determined that the oceans have, several times, been at levels10-20 meters higher than today and the ice sheets have all but melted...all with natural variations. There is no way yet to determine if CO2 causes, minimizes or has no direct influence on these earlier events. What makes any of us smart enough to think that this time it will? As for the people that live on the coast...maybe this is a risk they assumed knowingly or unknowingly. But there certainly are things we can do over the next couple hundred years to minimize the threat of rising oceans if it comes to that.
    What about the 'banking effect' of the oceans? Well, what about the changing output of the sun? What about the cosmic ray-cloud link? If the atmosphere warms up the oceans warm up. If the atmosphere cools down the oceans cool down. These are tiny changes over long periods of time that the human race has dealt with and will continue to deal with if it comes to pass. But these changes are miniscule compared to the average temperature changes just within a single day. Or a single month. Or a single year.
    Its all very manageable whether natural or man-made.

  • Remember last year about the massive gnashing of teeth and the incredible media involvement about the 16.2 trillion dollar debt ceiling and the debt to GDP ratio of over 100% (102-ish)? How the government was going to close? How bad the deficit was?
    Today you don't hear 1% of that same noise by the MSM. But our debt has risen to 17.7 trillion and the debt to GDP ratio is over 105%.
    The Federal Reserve is writing new regulations for the banks for the next crisis (Hint: There will be one) and how the Fed won't bail out the banks again (you and I will). They are planning for the dollar losing its reserve currency rating to a Chins/Russia/India currency and the UN is making big plans to create a one world currency. The IMF is planning on the rapid devaluation of the dollar over the next 10 years. The government is preparing a campaign blaming 'hoarders' for the economic problems. Hoarders of money and goods, both. There is even a July Executive order in place that allows the government to arbitrarily define 'hoarding' and allows them to take extra assets or goods if necessary.
    You better have yourself protected. It's going to be a very rocky next five years.

  • Reply to

    AGW news not so good

    by redshoe77 Sep 9, 2014 9:03 AM
    jj27713 jj27713 Sep 9, 2014 10:22 AM Flag

    Red,
    Are you still swallowing Kool-Aid? Higher CO2 levels are good news for the planet and the science of global warming. Firstly, it is adding huge gains to the amount of food that can be grown.
    But more importantly, it has shown that the climate models are big failures because the climate DOES NOT warm proportionately with increasing CO2 as they keep desperately trying to show. It shows that other natural variations must be much stronger than CO2 when influencing temperatures. It shows how the global temperature data must be manipulated to try to make the models work. It shows that there is no predictive power in rising CO2 levels and worldwide climate changes that can't be just as easily explained within natural variation. It shows that rising CO2 levels are better inversely proportional to tornadoes, hurricanes and flooding.
    And most importantly, it still shows that no-one knows what the ideal CO2 concentration or global temperature or ice cover or ocean temperature is for mankind and that no-one knows if we are moving towards or away from those ideal settings.

    Do you keep a list of all the climate 'predictions' have been a total failure over the last 50 years? I'll make it easy for you...almost all of them. You reading WUWT, yet? They are having a field day showing all the climate fails, lies, misconceptions, prediction walk-backs and twisted psyches over this subject. Which goes to show that your author is as clueless as anyone else is about the subject. But they have to keep the multi-trillion dollar cash machine chugging along by sounding as if they do.

    Tell me red, exactly how climate change has affected your life. Except that your wallet is a whole lot lighter...

  • Reply to

    news on the way

    by henil2005 Sep 8, 2014 11:26 AM
    jj27713 jj27713 Sep 8, 2014 12:58 PM Flag

    Copied from 4 Traders web site...

    RMG Networks : MILITARY RMG Networks Equipment and Software Sought by U.S. Navy
    09/06/2014 | 08:04am US/Eastern

    By Targeted News Service

    WASHINGTON, Aug. 30 -- The U.S. Naval Air Systems Command, Patuxent River, Maryland, has issued a combined synopsis/solicitation notice (N00421-14-T-0566) for equipment and software. It was posted on Aug. 26 with a response date of Sept. 2. The approved source is RMG Networks.

    For more information about Targeted News Service's products, including its daily federal contract report, please contact: Myron Struck, Myron@targetednews.com, Editor, Targeted News Service LLC, Springfield, Va., Direct: 703/866-4708, Cell: 703/304-1897.

    22LapigM 140830-mv-763308 30VitinMar

    (c) 2014 Targeted News Service

  • jj27713 jj27713 Sep 5, 2014 10:59 PM Flag

    True. But if you BOUGHT shares just after the fall, like any smart person would have, you would be UP 32% now including dividends paid.

  • Reply to

    this can't be real, can it..

    by blueflamedave Sep 5, 2014 10:16 AM
    jj27713 jj27713 Sep 5, 2014 11:46 AM Flag

    Better copyright that before anyone else!

  • So...what is behind todays drop in share price? Any ideas?

NMM
18.94-0.13(-0.68%)Sep 16 4:04 PMEDT

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