The Great Fracking Boom – READ THIS

December 16, 2012

The fracking boom is helping to make the U.S. have a reduced dependence on energy from outside our borders. This piece from Bloomberg was a great overview and too good not to pass on to you,

On this week’s TDI Podcast, Frank Curzio and I spoke about the great benefits of this trend. In fact, the amount of jobs and profits from the emerging growth of energy has once again put this Read more

GT Solar (SOLR) – An Interesting Idea (Sell the Shovels and Jeans)

May 3, 2011

GT Solar (SOLR) has recently moved into one of the top rankings in our Fundamental and Technical scoring process. We recently added this to client portfolios early last week as the it was beginning to show signs of a breakout pattern. Take a look at the “OneSheet” and the news.

GT Solar International Inc. manufactures solar power equipment. The Company is a global provider of polysilicon production technology, crystalline ingot growth systems and related photovoltaic manufacturing services for the solar industry.

GT Solar is kind of the purveyor of  “shovels and jeans” to the Solar Read more

Coal Companies Rally – Patriot Coal (PCX) and Consol Energy (CNX)

February 12, 2010

A couple of weeks ago, there was some good news for coal companies. Now it is being followed up by some additional news that India is on the search for acquisitions. With a chest full of dollars and a need to spend it, we are positioned well with both Patriot (PCX) and Consol (CNX). Even if they are not the direct targets, it shows that there is Read more

China: Giving a Hoot, Not to Pollute? (Cool Graphics)

February 5, 2010

great_pacific_garbage_patchChina is part of the global Co2 emissions problem. So is the U.S and if you ask Al Gore, so are humans for breathing. (Well excuse me for breathing, Al!)

Today, there are a few companies that are involved with the clean up of the “dirty fuels,” but none that are making much headway it appears from these graphics. That is now….

Whatever the outcome, we are quite sure that electricity is going to gain favor and that will benefit coal companies such as Consol Energy (CNX) and Patriot Coal (PCX). Of course there is wind, solar Read more

Retail Sales – (Sneak Peek at our Client-Only Comments)

January 14, 2010

As investment advisers and money managers, we obviously run money on behalf of clients. One of the most important aspects of what we do is not only look to make profits and protect downside risk, but to also provide transparency. In order to do this, we have a “Client-only” site that is dedicated to portfolio specific discussion that we update each day.

From time to time, we will take a piece of that commentary and post it to the public blog/website here. Below is an excerpt from Thursday’s commentary.

If you are considering having us manage money for you and want a 2-week free, no strings attached test-drive/trial access to the site, complete the information at the bottom of this post.


“Retail sales are on tap for Thursday morning. Along with this, the initial and ongoing claims were reported this morning.  After the close today, Intel (INTC) is going to release earnings that is the opening tech stock for this earnings season. Before the open on Friday, JP Morgan (JPM) will report.  Then, the floodgate of earnings start to come in starting Read more

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