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Grupo Casa Saba, S.A. de C.V. C Message Board

whbuncensored 709 posts  |  Last Activity: 4 hours ago Member since: Feb 15, 2009
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  • Reply to

    When will REITs solarize the rooftops

    by whbuncensored Feb 28, 2015 3:46 PM
    whbuncensored whbuncensored 4 hours ago Flag

    Some or all tenants should certainly welcome solar-power especially
    if the cost were lower. It would provide a positive ambience too.

    Sentiment: Strong Sell

  • Reply to

    2015 U.S. farm income forecast

    by whbuncensored Feb 11, 2015 11:55 PM
    whbuncensored whbuncensored 5 hours ago Flag

    With smart marketing, El Salvador and Sri Lanka likely can get premium prices
    for their "organic" produce to more than offset higher labor-cost for manually weeding
    and lower crop-yield. Web Search ("El Salvador bans Roundup").

    Sentiment: Strong Sell

  • whbuncensored whbuncensored 5 hours ago Flag

    Shantytowns populated mostly by Nicaraguans are utterly irrelevant to the Topic,
    "renewable energy in Costa Rica". Costa Rica already has over 95% renewable,
    so a 100% goal is hardly elitist neglect of poverty. The misleading presumptions
    are that renewable is more expensive than fossil fuel and that poverty is somehow
    exacerbated by Costa Rica's commendable commitment to renewable energy.

    Banshee's contemptible carping against Costa Rica is aimed to win sympathy for
    the fossil-fueled plants owned by utilities in which mutual funds are invested and
    which are now threatened by rooftop solar.
    Banshee admits to association with and sponsorship by Franklin Templeton (BEN).
    Replies from banshee-aliases are never welcome!

    Sentiment: Strong Sell

  • Reply to

    fyi: Costa Rica renewable energy

    by whbuncensored Feb 19, 2015 12:33 AM
    whbuncensored whbuncensored 9 hours ago Flag

    Shantytowns populated mostly by Nicaraguans are utterly irrelevant to the Topic,
    "renewable energy in Costa Rica". Costa Rica already has over 95% renewable,
    so a 100% goal is hardly elitist neglect of poverty. The misleading presumptions
    are that renewable is more expensive than fossil fuel and that poverty is somehow
    exacerbated by Costa Rica's commendable commitment to renewable energy.

    Banshee's contemptible carping against Costa Rica is aimed to win sympathy for
    the fossil-fueled plants owned by utilities in which mutual funds are invested and
    which are now threatened by rooftop solar.
    Banshee admits to association with and sponsorship by Franklin Templeton (BEN).
    Replies from banshee-aliases are never welcome!

    Sentiment: Strong Sell

  • whbuncensored whbuncensored 12 hours ago Flag

    If EXC doesn't have a nuclear accident and suspends its divident in order to
    pay down its 22 B debt, it could indeed do relatively better than most of its industry.
    EXC should NOT merge with POM with its nearly 6 B debt. "Growth" in what?

    It's doubtful that the GOP will allow the Democrats to portray Republicans as "fossilites"
    while basking exclusively in environmentalist favor. Doing so would be political suicide.
    Too many Republicans and Independents are outside polluting carbon-industries.
    As rooftop-solar gains, Obama's Keystone Pipeline Veto will look quite sagacious.
    Successful politicians usually follow popular polls on issues as elections near.
    Expect the GOP-controlled legislature to try to actually outdo Democrats on The Environment
    at least in the minds of a majority of voters. This will probably have numerous ramifications
    for investors!

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored 13 hours ago Flag

    Dividend Doctrine of Investors Liberation Movement
    Dividends can and should be paid ONLY when the company has nil debt,
    its business outlook is satisfactory, it has "surplus" cash defined as money it
    can't productively use in its business, and its stock price is too high to
    appropriately repurchase (meaning without making the remaining shares
    less valuable fundamentally). Any dividend declaration in violation of these
    four conditions is ipso facto NOT in the best interest of shareholders.
    If a dividend is paid, it should be done annually to save expense, occur when
    the company's cash hoard is most abundant, and timed in a manner to
    minimize the tax consequence to shareholders.
    REITs generally should not pay distributions exceeding the legally required
    minimum of 90% of taxable income following the same timing principles.

    Dividents are now being declared by many public companies whose shares are held
    by intermediary institutions on behalf of their unsophisticated holders for completely
    illegitimate reasons that the unsophisticated holders would never approve if they were
    aware of the damaging effects. That's why the First Iron Rule for independent investors
    and the slogan of Investors Liberation Movement is "Never buy mutual funds!"
    Someday, I hope that I.L.M. can approve mutual funds operated according to
    our doctrines because I realize that many ordinary people can't spend the time
    to personally manage their investments.
    /s/ William H. Brandt, Acting Chair

    Sentiment: Strong Sell

  • "With more than 90% of its electricity generated from renewable energy sources and goals
    to reach 95% by 2014, Costa Rica is certainly one of the greenest countries on the planet.
    It also is on track to become the world’s first carbon-free economy."
    (Costa Rica Star, Oct. 2012) Web Search "Costa Rica renewable energy"!

    Costa Rica's population is 4.8 million, of whom nearly a quarter live in the metropolitan area
    of the capital and largest city, San José. (Read more at Wikipedia. Impressive!)

    Sentiment: Strong Sell

  • Did you think that solar-power makes the most sense in Sunbelt states?
    I did until I read SCTY's latest earnings report (Shareholder's Letter dated 2-18-2015).
    "California remained our largest market, and the new growth states of Connecticut, Maryland,
    Massachusetts, Nevada and New York accounted for more than 30% of new deployments
    for the first time last quarter. For the year, we deployed a total of 502 MW, or more solar than
    the entire U.S. installed in 2009—including utility-scale."
    It's clear that rooftop solar is growing much more rapidly than most investors presently
    realize. The cost of panels and installation is gradually declining. Note especially
    SCTY's impressive backlog. Less-affluent homeowners are doing d-i-y installation.
    Affordable home-solar kits & panels are available at Home Depot.

    If the White House smartly installs rooftop solar symbolically by July 4th this year,
    the momentum would become enormous. By the election, there could be over 20 million
    solar-roofs with most voters appreciative of President Obama's environmental sagacity.
    I don't see how the GOP can afford to let the Democrats claim credit for rooftop-solar's success
    particularly in their Southern turf. Many environmentalists are Republican or Independent as well.

    Nuclear power-plants have had too many serious accidents to be politically acceptable.
    Wind-power also has too many problems and will likely be abandoned as solar gains.
    Fossil-fuel plants are doomed by concern over greenhouse gases causing climate change.
    I doubt that any nation will continue to build them for much longer even with emissions-capture.
    Obsolete ones will probably be systematically scrapped rather than expensively upgraded as
    GXP just did for its La Cygne coal-fired station for example. Hydropower is largely exhausted.
    The Solar Age is dawning!

    Sentiment: Strong Sell

  • "With more than 90% of its electricity generated from renewable energy sources and goals
    to reach 95% by 2014, Costa Rica is certainly one of the greenest countries on the planet.
    It also is on track to become the world’s first carbon-free economy."
    (Costa Rica Star, Oct. 2012) Web Search "Costa Rica renewable energy"!

    Costa Rica's population is 4.8 million, of whom nearly a quarter live in the metropolitan area
    of the capital and largest city, San José. (Read more at Wikipedia. Impressive!)

    Sentiment: Strong Sell

  • Did you think that solar-power makes the most sense in Sunbelt states?
    I did until I read SCTY's latest earnings report (Shareholder's Letter dated 2-18-2015).
    "California remained our largest market, and the new growth states of Connecticut, Maryland,
    Massachusetts, Nevada and New York accounted for more than 30% of new deployments
    for the first time last quarter. For the year, we deployed a total of 502 MW, or more solar than
    the entire U.S. installed in 2009—including utility-scale."
    It's clear that rooftop solar is growing much more rapidly than most investors presently
    realize. The cost of panels and installation is gradually declining. Note especially
    SCTY's impressive backlog. Less-affluent homeowners are doing d-i-y installation.
    Affordable home-solar kits & panels are available at Home Depot.

    If the White House smartly installs rooftop solar symbolically by July 4th this year,
    the momentum would become enormous. By the election, there could be over 20 million
    solar-roofs with most voters appreciative of President Obama's environmental sagacity.
    I don't see how the GOP can afford to let the Democrats claim credit for rooftop-solar's success
    particularly in their Southern turf. Many environmentalists are Republican or Independent as well.

    Nuclear power-plants have had too many serious accidents to be politically acceptable.
    Wind-power also has too many problems and will likely be abandoned as solar gains.
    Fossil-fuel plants are doomed by concern over greenhouse gases causing climate change.
    I doubt that any nation will continue to build them for much longer even with emissions-capture.
    Obsolete ones will probably be systematically scrapped rather than expensively upgraded as
    GXP just did for its La Cygne coal-fired station for example. Hydropower is largely exhausted.
    The Solar Age is dawning!

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored 17 hours ago Flag

    Dividend Doctrine of Investors Liberation Movement
    Dividends can and should be paid ONLY when the company has nil debt,
    its business outlook is satisfactory, it has "surplus" cash defined as money it
    can't productively use in its business, and its stock price is too high to
    appropriately repurchase (meaning without making the remaining shares
    less valuable fundamentally). Any dividend declaration in violation of these
    four conditions is ipso facto NOT in the best interest of shareholders.
    If a dividend is paid, it should be done annually to save expense, occur when
    the company's cash hoard is most abundant, and timed in a manner to
    minimize the tax consequence to shareholders.
    REITs generally should not pay distributions exceeding the legally required
    minimum of 90% of taxable income following the same timing principles.

    Dividents are now being declared by many public companies whose shares are held
    by intermediary institutions on behalf of their unsophisticated holders for completely
    illegitimate reasons that the unsophisticated holders would never approve if they were
    aware of the damaging effects. That's why the First Iron Rule for independent investors
    and the slogan of Investors Liberation Movement is "Never buy mutual funds!"
    Someday, I hope that I.L.M. can approve mutual funds operated according to
    our doctrines because I realize that many ordinary people can't spend the time
    to personally manage their investments.
    /s/ William H. Brandt, Acting Chair

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored 20 hours ago Flag

    Dividend Doctrine of Investors Liberation Movement
    Dividends can and should be paid ONLY when the company has nil debt,
    its business outlook is satisfactory, it has "surplus" cash defined as money it
    can't productively use in its business, and its stock price is too high to
    appropriately repurchase (meaning without making the remaining shares
    less valuable fundamentally). Any dividend declaration in violation of these
    four conditions is ipso facto NOT in the best interest of shareholders.
    If a dividend is paid, it should be done annually to save expense, occur when
    the company's cash hoard is most abundant, and timed in a manner to
    minimize the tax consequence to shareholders.
    REITs generally should not pay distributions exceeding the legally required
    minimum of 90% of taxable income following the same timing principles.

    Dividents are now being declared by many public companies whose shares are held
    by intermediary institutions on behalf of their unsophisticated holders for completely
    illegitimate reasons that the unsophisticated holders would never approve if they were
    aware of the damaging effects. That's why the First Iron Rule for independent investors
    and the slogan of Investors Liberation Movement is "Never buy mutual funds!"
    Someday, I hope that I.L.M. can approve mutual funds operated according to
    our doctrines because I realize that many ordinary people can't spend the time
    to personally manage their investments.
    /s/ William H. Brandt, Acting Chair

    Sentiment: Strong Sell

  • "With more than 90% of its electricity generated from renewable energy sources and goals
    to reach 95% by 2014, Costa Rica is certainly one of the greenest countries on the planet.
    It also is on track to become the world’s first carbon-free economy."
    (Costa Rica Star, Oct. 2012) Web Search "Costa Rica renewable energy"!

    Costa Rica's population is 4.8 million, of whom nearly a quarter live in the metropolitan area
    of the capital and largest city, San José. (Read more at Wikipedia. Impressive!)

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored 21 hours ago Flag

    Must read article in Scientific American, November 2014, pp. 67-71 by David Biello.
    The gist is that rooftop solar power is a growing trend, particularly in sunny locales,
    big enough to threaten electric utilities.
    The implication for investors is that such stocks should be SOLD!

    Sentiment: Strong Sell

  • Did you think that solar-power makes the most sense in Sunbelt states?
    I did until I read SCTY's latest earnings report (Shareholder's Letter dated 2-18-2015).
    "California remained our largest market, and the new growth states of Connecticut, Maryland,
    Massachusetts, Nevada and New York accounted for more than 30% of new deployments
    for the first time last quarter. For the year, we deployed a total of 502 MW, or more solar than
    the entire U.S. installed in 2009—including utility-scale."
    It's clear that rooftop solar is growing much more rapidly than most investors presently
    realize. The cost of panels and installation is gradually declining. Note especially
    SCTY's impressive backlog. Less-affluent homeowners are doing d-i-y installation.
    Affordable home-solar kits & panels are available at Home Depot.

    If the White House smartly installs rooftop solar symbolically by July 4th this year,
    the momentum would become enormous. By the election, there could be over 20 million
    solar-roofs with most voters appreciative of President Obama's environmental sagacity.
    I don't see how the GOP can afford to let the Democrats claim credit for rooftop-solar's success
    particularly in their Southern turf. Many environmentalists are Republican or Independent as well.

    Nuclear power-plants have had too many serious accidents to be politically acceptable.
    Wind-power also has too many problems and will likely be abandoned as solar gains.
    Fossil-fuel plants are doomed by concern over greenhouse gases causing climate change.
    I doubt that any nation will continue to build them for much longer even with emissions-capture.
    Obsolete ones will probably be systematically scrapped rather than expensively upgraded as
    GXP just did for its La Cygne coal-fired station for example. Hydropower is largely exhausted.
    The Solar Age is dawning!

    Sentiment: Strong Sell

  • Reply to

    FYI: renewable energy in Costa Rica

    by whbuncensored Feb 23, 2015 2:07 PM
    whbuncensored whbuncensored 22 hours ago Flag

    Shantytowns populated mostly by Nicaraguans are utterly irrelevant to the Topic,
    "renewable energy in Costa Rica". Costa Rica already has over 95% renewable,
    so a 100% goal is hardly elitist neglect of poverty. The misleading presumptions
    are that renewable is more expensive than fossil fuel and that poverty is somehow
    exacerbated by Costa Rica's commendable commitment to renewable energy.

    Banshee's contemptible carping against Costa Rica is aimed to win sympathy for
    the fossil-fueled plants owned by utilities in which mutual funds are invested and
    which are now threatened by rooftop solar.
    Banshee admits to association with and sponsorship by Franklin Templeton (BEN).
    Replies from banshee-aliases are never welcome!

    Sentiment: Strong Sell

  • Did you think that solar-power makes the most sense in Sunbelt states?
    I did until I read SCTY's latest earnings report (Shareholder's Letter dated 2-18-2015).
    "California remained our largest market, and the new growth states of Connecticut, Maryland,
    Massachusetts, Nevada and New York accounted for more than 30% of new deployments
    for the first time last quarter. For the year, we deployed a total of 502 MW, or more solar than
    the entire U.S. installed in 2009—including utility-scale."
    It's clear that rooftop solar is growing much more rapidly than most investors presently
    realize. The cost of panels and installation is gradually declining. Note especially
    SCTY's impressive backlog. Less-affluent homeowners are doing d-i-y installation.
    Affordable home-solar kits & panels are available at Home Depot.

    If the White House smartly installs rooftop solar symbolically by July 4th this year,
    the momentum would become enormous. By the election, there could be over 20 million
    solar-roofs with most voters appreciative of President Obama's environmental sagacity.
    I don't see how the GOP can afford to let the Democrats claim credit for rooftop-solar's success
    particularly in their Southern turf. Many environmentalists are Republican or Independent as well.

    Nuclear power-plants have had too many serious accidents to be politically acceptable.
    Wind-power also has too many problems and will likely be abandoned as solar gains.
    Fossil-fuel plants are doomed by concern over greenhouse gases causing climate change.
    I doubt that any nation will continue to build them for much longer even with emissions-capture.
    Obsolete ones will probably be systematically scrapped rather than expensively upgraded as
    GXP just did for its La Cygne coal-fired station for example. Hydropower is largely exhausted.
    The Solar Age is dawning!

    Sentiment: Strong Sell

  • Reply to

    amazing rooftop-solar momentum

    by whbuncensored Mar 2, 2015 5:04 PM
    whbuncensored whbuncensored 23 hours ago Flag

    Interesting post but the Topic is rooftop solar, not government-backed
    expensive solar-power boondoggles in the desert.

    Sentiment: Strong Sell

  • "With more than 90% of its electricity generated from renewable energy sources and goals
    to reach 95% by 2014, Costa Rica is certainly one of the greenest countries on the planet.
    It also is on track to become the world’s first carbon-free economy."
    (Costa Rica Star, Oct. 2012) Web Search "Costa Rica renewable energy"!

    Costa Rica's population is 4.8 million, of whom nearly a quarter live in the metropolitan area
    of the capital and largest city, San José. (Read more at Wikipedia. Impressive!)

    Sentiment: Strong Sell

  • whbuncensored by whbuncensored 23 hours ago Flag

    net-generation from renewable energy sources has increased from 6.3% in 2000 to
    almost 30% in 2014.... wind, biogas, and solar combined accounted for a larger portion of
    electricity production than brown coal. While peak-generation from combined wind and solar
    reached a new all-time high of 74% in April 2014, wind power saw its best day ever on
    December 12, 2014, generating 562 GWh. Germany has been called
    "the world's first major renewable energy economy". (more at Wikipedia)

    Sentiment: Strong Sell

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