Top Investment Strategies
I normally keep my investment strategies to myself, but I was thinking about this just now, and I thought I’d mention some things that make me salivate in terms of opportunities:
First, here’s what I decline to buy:
Won’t buy on moral grounds: anything that includes war machines, fast-food, fossil fuels, tobacco, and corporate news (the six corporations that control over 90% of what you and I take for “news”). What about alcohol? The notion of hypocrisy enters here. I drink a moderate amount of wine in the evenings during the week, and a martini or two on the weekends; I’m certainly not casting stones here.
Won’t buy on grounds that I think they are over-bought: banks with brick and mortar facilities (when was the last time you were inside a bank branch?). I don’t recommend stock in fax machine manufacturers either.
For the same reason, I’m staying away from power utilities. This could be a mistake, but I have to think that their financial strength is built solely around a positive growth curve, and the fact that we’re consuming less power (for several different reasons) has to be terrible for them.
What I want to buy:
Anything the Chinese are buying, and I don’t really care what it is (as long as it’s not on the “moral abominations” list above). They are extremely brand-conscious, thus the acquisition of the Waldorf Astoria for just under $2 billion. There’s got to be another Waldorf just around the corner.
Companies that have good positions in the things that are bound to win as time goes by: energy efficiency, smart grid, climate change mitigation, alt fuel cars, alt energy, sustainable agriculture, solutions to water scarcity, and real estate that can’t possibly fall any further. There’s really no way that this stuff won’t work on a planet of finite size and resources.
What I want to sell short: obvious losers, like companies that decry same-sex marriage, or support fraternities whose members wish to hang n*****s from trees, or hold any other socially backward positions that the public hates now, and will detest with even greater ferocity as the months and years pass. Would someone forward me a list of CEOs of publicly traded companies who are just about to come out with some completely hateful statement: racist, sexist, whatever? Please? I’ll pay a lot for it…..
I also want to short other ludicrous ideas of all kinds. In my mind, I keep going back to Coda Automotive. There were about 15 reasons that this company never had a chance, yet it successfully raised hundreds of millions of dollars from investors–including a last round of $76 million just a few months before they closed their doors.
I hate to say this, but I also go back to what H. L. Mencken said in the 1930s: “No one ever went broke betting on the stupidity of the American people.” Wow. What does that mean 80 years later? I’m not sure, but I bet there is an answer here someplace. Yes, there are many extremely brilliant Americans, but on average, given our plummeting educational standards and our horribly insular viewpoint of the world around us, we don’t seem terribly capable of any deep analysis of global matters, or even a shallow analysis for that matter. What is the next thing that everyone seems to want today that will be dead as a doornail next year?
Sorry to say, but I’m not the one to answer that. When I first heard rap music in the 1990s, I remember telling a friend, “That noise is popular? Wait two months. It will be gone and forgotten.” Perhaps that’s a good reason to take all of what you’ve read here with a grain of salt.
Craig, you said:
“What I want to buy: Anything the Chinese are buying, and I don’t really care what it is (as long as it’s not on the “moral abominations” list above).
Companies that have good positions in the things that are bound to win as time goes by: energy efficiency, smart grid, climate change mitigation, alt fuel cars, alt energy, sustainable agriculture, solutions to water scarcity, and real estate that can’t possibly fall any further.”
You added; “There’s really no way that this stuff won’t work on a planet of finite size and resources” and I agree but one must also realize that most of those things do not usually produce a profit in the near term so much as offer solid opportunities in the longer term.
But the Chinese are buying into renewable and alternative energy offerings and my firm will eventually get their attention when they realize it can power human population needs on the extraction of carbon from the atmosphere. That should interest those who want to get in on the ground floor of the next big thing.
Here is a notice I’ve posted on Facebook and elsewhere.
STRATEGIC ALLIANCE OR INVESTMENT NEEDED FOR NOVEL NEW CONCEPT REPOWERING TECH ONLY SIX MONTHS TO ONE YEAR FROM MARKET ENTRY.
Advanced Alternative Energy Corp. (AAEC) has developed technology designed to allow home and business owners, towns, cities and even counties to convert nearly completely to cleaner renewable energy. AAEC is for those who understand that distributed alternative/renewable energy derived from coal, solar, wind, biomass and waste is a viable pathway to stall global warming and produce a better future for our descendants, and for our communities and for humanity. AAEC offers a viable way to move beyond talking about climate change and controlling it. Fossil Fuel firms and utilities oppose what AAEC offers and want to maintain their monopoly positions as sole energy providers and pass unlimited costs in cleaning up their operations to their customers, even if better options are available.
AAEC has invented, patented, tested and further developed a new concept low-carbon energy technology we’ve designed for serving as the core technology for far cleaner renewable energy production systems and energy efficiency improvements across the North American landscape and around the world. AAEC’s novel new concept technology consists of a biomass, fossil fuel, and municipal waste combustion, gasification and pyrolysis conversion technology that can provide scalable heat and power requirements as well as both biofuel and biochar production for stand-alone use or as backup for alternative energy systems that depend on solar, wind or other intermittent sources of energy, and in this way it will help enable a doubling of the deployment of alternative energy projects around the world in coming decades.
AAEC management believes we will do better and be safer in the long run if we can deploy a practical way to power all societies on extraction of greenhouse gases that have already been emitted into earth’s atmosphere while also reducing ongoing greenhouse emissions and begin protecting our communities and electric power grids. We are claiming to be the inventor of one of the “tools” needed to enable humanity to overhaul the power delivery system, in the USA and elsewhere, and help get us out of the box fossil fuels and governmental inaction have humanity boxed up in. We propose to do this through deployment of advanced alternative energy projects at the village, community and county scale, and because good paying infrastructure jobs are also needed. Thus AAEC is seeking support from all that may care to support this project.
AAEC’s product lines can be manufactured in the US and in most any locality on any continent for the local and regional market. This we believe will create licensing opportunities and many thousands of good paying jobs, and these are among the things we are offering to an alternative energy hungry world. For further details please contact:
Les Blevins, President Advanced Alternative Energy
1207 N 1800 Rd., Lawrence, KS 66049
Phone 785-842-1943 – Email LBlevins@aaecorp.com
For more info see
http://aaecorp.com/ceo.html
http://advancedalternativeenergycorp.com
https://www.linkedin.com/profile/view?id=45587557&trk=nav_responsive_tab_profile
https://www.facebook.com/pages/Advanced-Alternative-Energy/277213435730720
http://buildings.ideascale.com/a/dtd/SCALABLE-MIXED-WASTE-TO-ENERGY-CONVERSION-TECHNOLOGY/84117-33602