jouni1

yes. one day stock price movement is very important. this board is making me rethink my leverage.

it's not wrong. there's no sense in breaking off the two components. that's why i was talking total prices for energy delivered and thought you were too. the 49c number we were talking about was energy+transmission also. i buy my electricity with hourly nordpool prices also. generation isn't that expensive if the average price is 8.5 and the added bonus of population density and a mild climate make transmission easier. i don't see the structural price difference you were talking about. i think eric is on point about the AC's. it's a capacity/balance problem. edit: i am as dull and probably even more so than you :D i have done work for fortum and other utilities and am really interested in the stuff. as soon as hourly pricing for consumers was possible i switched and set up alerts to save a few eur every now and then. just because it gives me the warm fuzzies.

i believe centralized power generation has it's perks. it just makes sense. because of this i'm not sure a few decades is enough to kill off the electric utilities.

this. utilities bosses speaking off the record(liquored up) don't seem really enthusiastic about these new technologies. it's just PR/marketing.

oh sorry :D why is generation so expensive then? isn't there a lot of coal and gas plants? both are pretty cheap there now? (the pricing makes it seem like it's a capacity problem)

yes we have a lot of hydro. i disagree about socal being structurally more expensive for electric utilities. we have just north of 5 million people on a piece of land that is 2,5(?) times the size of socal(22mio people). loads of people still live in the woods/rural areas and the grid is very very expensive to keep up. temperature range and weather add even more trouble to the equation. fuel is super expensive (for example a gallon of gas is over 8 dollars). labor is also very expensive. the pricing structure suggests that the day/night loads are fucked down there. we had something similar like 20 years ago, but the utilities forced people/industrials to shift their electricity usage (heating etc) to night time. right now the difference between night and day prices is just a few cents.

if electricity costs 49 cents per kWh, it makes sense to build your own power plants yes. it's hard for me to understand that number. i'm paying around 10 cents and it used to be less. makes me look at solar and wind differently.

hold cash. shorting tech majors could turn out ugly. shorting is way too risky for my taste.

you cant rate past investment decisions by looking at the price. i mean if your whole investment strategy relies on the mr. market thing, why would you let him tell you if your decisions were correct or not? he's crazy, remember?

http://www.aol.com/article/2014/09/03/obama-estonia-will-never-stand-alone/20956308/ Obama: 'Estonia will never stand alone' http://news.postimees.ee/2911015/estonian-security-police-officer-kidnapped-taken-to-russia-at-gunpoint Estonian security police officer kidnapped, taken to Russia at gunpoint :-\

mind=blown. where i work we have a saying, "they pretend to pay and we pretend to work". glad that there's still motivation left somewhere! truly an unbelievable bunch of people, especially if they don't have ownership stakes in the company.

nope. i meant all of your stocks have 0.2% margin active in them. in jschembs' example all 5 stocks have 50% margin used on them. no need to pick an individual stock from a portfolio that the margin was "used for".

;D this got out of hand quickly

they're actually pretty hard to set up for multiple languages? at least my browser underlines kanker piemel, which i know to be right.

all of them?

it's not unheard of to know how to spell in more than one language's

::) it breaks my heart that there's no future for sobotkas on the waterfront!

some people buy spin offs, some buy old companies and some people buy companies that generate lots of non-profit sales. and that's fine with me. at this point in his life i think it's already safe to say that warren did ok. so if everyone buying AMZN at 1/8th prices was right, buffett has been right for decades and keeps on going. if he levered and got good results, then he did the right choice because it paid off. or does this way of rating past decisions only work on people who invest in growth stocks (that are not joined at the hip :D)?

http://multinews.kauppalehti.fi/multinews/images/klo/etusivu/kuvapankki/4/2010/04/16/32526_5465_132_7_490_150_490x150.jpg just a small flashback to the year 2000. (ordinary) people waiting in line for satama interactive IPO. the IPO was oversubscribed 45x and the stock appreciated 60% on the first day. i don't think we're there yet. at least in europe ;D

sorry didn't read the part about lottery tickets :)

what russian stocks should one buy? banks probably? do you (the ones that are buying) have some favorite russian businesses? sberbank and rosneft look nice but the numbers seem a "bit" too good for russian enterprises.

he would be an even greater leader if this thread was made in 2007! doing almost 20x in four years makes 10 years of 20% seem like child's play.

misunderstood ;D

is it this dude? http://www.muslim-markt.de/interview/2010/haisenko.htm fun fact: his surname means "do i smell?" in finnish.

are all the next crashes/bear markets going to look like the historic one in 2008/2009 from now on? or is it more likely we'll get more of the usual 15-25% corrections till the next big one? i remember some grumpy old man saying that people are investing like it's going to happen again but that's not very probable. man what i'd give to be able to time the market ::)