summertime dreams

the water is getting warm
the farmer tan is getting deep

the stock market is lazy wandering

we all need dreams to keep us going
to get the dreams, I need a good sleep in the sun ...
or a long boring trip to another place

My dream is to get the environment healthy and use new technology to drive a newer economy.

Many new companies are jumping on the alternative energy wave.

STP Suntech Power holdings is a recent IPO ready to charge ahead.The company has revenue and earnings growth, but not alot. I am skeptical. Maybe all the solar plays have me burned...
I still think chemists can work magic with biofuels.

Catching the next wave is great, but it takes timing, and you have to paddle before the wave gets to you to catch it....The new starts don't have much on the big old companies I love to Hate like GE Seimens and BP. Good luck fellas.

B-day and Graduation

It's my b-day and I graduated with my MBA!

Good luck investing
long term & positive

Monster Electro Car

Discovery Channel's

Monster Garage

built a Monster...


400 batteries and 100mph in the quarter mile!


Monster Garage's electro drag racer is what I have been looking for! Power! All from rechargable power tool batteries! The new light weight power tool batteries ( found at Home Depot and Lowe's and my toolbox) are excellent sources of clean juice. The metals in the batteries are toxic... but the car won't need gas. The kicker is that Jesse James' elctric car is a large heap of metal that drag raced a 70's muscle car. If they could put the same power in a light truck.......

specs
Electrical Components:
* Two Zilla 1800-Amp 336-Volt Motor Controllers
* Custom-Made Breaker Box/Disconnect
* Custom-Made Dual Foot Potentiometer
* 384 Milwaukee V28 Lithium Ion Tool Batteries
* 210 Milwaukee V28 Battery Chargers
* Custom Wiring Harness

Moving Parts:
* Two GE 12-inch Motors
* Powerglide Two-Speed Transmission
* Currie 9-inch Rear End
* Custom-Built Driveshaft
* B/M Shifter

Little bits:

Garmin GPS
A company I have been keeping an eye on is Garmin. GRMN makes GPS gadgets. Competitors are moving in fast ( so I am surprised at this move). I must not know something.

2.85 eps , ~$1 bil in revenues , no debt, 0.6 dividend yeild, ~30% Profit Margin, ~44% q rev. growth...$311M Net Income (profit) & ~30 P/E (the only negative)

Morningstar report on Funds with Social Responsibility as Key


fairx Fairholme Capital managment has a social mid-cap fund that produces dividends and can be purchased through a broker. It has recently done well, 42% in 2001, and usually better than the S&P 500 by a good 10% margin. But, as with all funds, prior performance is no garantee of future returns. It is meant to be a long term investment, and is not quickly liquid. It is valued by the NAV method, or the funds total value of holdings and investors assets are divided by the number of shares. The fees are fairly straight forward, meaning that a $10,000 investment will cost just over $100 a year to maintain. But any stock sales that yeild profits will mean some tax reporting. The top holdings include Berkshire Hathaway, and Sears. While most of the holdings are not eco-stellar, they are not unethical holdings.

CUMULATIVE 
                             fairx                S&P
1-Year (4/1/05 - 3/31/06)   +18.72%              +11.73% 
3-Year (4/1/03 - 3/31/06)   +99.35%              +61.07% 
5-Year (4/1/01 - 3/31/06)   +99.86%              +21.48% 
SINCE INCEPTION (99 - 06)  +192.91%              - 2.29% 

speculation:
CYBR.PK

article: biofuel production.....what does this have to do with the company"s core business?

My first concern is this is a medical service provider jumping on the biofuels bandwagon. Second? Big debt and low income.