KFRCanuk
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Posts posted by KFRCanuk
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- Shipping – either tankers or container ships as we appear to be hitting a trough. Given the prices for new ships, it would be nice to order 10 vessels in the JV as the terms are the best in nearly 20 years. Little to no deposit required and 5% progress payments with build out time in 3 years. For containers, new hull designs with added fuel efficient 5,000+TEU will hold their value and time enough for the market to turn.
I'm really not too crazy about shipping at any price. The fuel that powers the ships is what is left over after the refining process. It's nasty stuff and creates a lot of pollution.
I also can't imagine the amount of paper/toner each that each FFH sub uses to print their policies. It must be huge. Lots of dead trees.
- Shipping – either tankers or container ships as we appear to be hitting a trough. Given the prices for new ships, it would be nice to order 10 vessels in the JV as the terms are the best in nearly 20 years. Little to no deposit required and 5% progress payments with build out time in 3 years. For containers, new hull designs with added fuel efficient 5,000+TEU will hold their value and time enough for the market to turn.
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Recently, I was invited to sit in on Tim McElvaine's investor day in Vancouver. Tim briefily discussed the technology of 3D-Printing and the implications that could have to manufacturers. China, really seems under invested in technology because labour has always been so cheap.
http://en.wikipedia.org/wiki/3D_printing
http://blip.tv/makerbot/the-colbert-report-featuring-bre-pettis-ceo-of-makerbot-june-8-2011-5262194.
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http://www.usatoday.com/tech/news/story/2012-03-25/visa-data-center/53774904/1
"The 8-acre facility looks like any other industrial park in a sleepy suburb. But the serene setting masks hundreds of cameras and a crack team of former military personnel. Hydraulic bollards beneath the road leading to the OCE can be quickly raised to stop an intruding car going 50 mph. Any speed faster, and the car can't navigate a hairpin turn, sending it into a drainage pond that functions as a modern-day moat."
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Apple Released their Configurator app it will further cannibalize blackberry in the small enterprise.
http://9to5mac.com/2012/03/07/apple-releases-configurator-app-for/
"Prepare devices
• Configure up to 30 devices at a time
• Update devices to the latest version of iOS
• Create and restore a backup of settings and app data from one device to other devices
• Import apps into Apple Configurator and sync them to new devices*
• Use the built-in editor to create and install iOS configuration profiles
• Enroll devices with your Mobile Device Management solution for remote management
Supervise devices
• Organize supervised devices into custom groups
• Automatically apply common configurations to supervised devices
• Quickly reapply a configuration to a supervised device and remove the previous user’s data
• Import apps into Apple Configurator and sync them to supervised devices*
• Define and apply common or sequential names to all devices
• Restrict supervised devices from syncing with other computers
Assign devices
•Add users and groups manually or autopopulate via Open Directory or Active Directory
• Check out a device to a user and restore the user’s settings and data on that device
•Check in a device from a user and and back up the data for later use, possibly on a different device
• Apply custom text, wallpaper, or the user’s picture to a device’s Lock screen
• Import and export documents between your Mac and Apple Configurator
• Sync documents between assigned devices and Apple Configurator
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GO JETS GO!
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It would be great to get an digital download of the call.
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Got a call at 20:45 from FBK asking me if I'm going to tender my shares to mercer. I told them that i'm going to wait but I would not be submitting them to Resolute.
I hold less than 20K in shares.
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When the Apple TV stops "working" (my wife's words) I just walk in there and pull the power -- that usually fixes it. Otherwise, the problem is that her IMac on her desk (wireless) needs to have the "Airport" turned off and then turned back on again -- it just drops off the network and doesn't rejoin unless you refresh the Airport. And that happens also on my MacBook Pro (same issue with the airport).
I have an appletv2 with the latest firmware on it. It's solid and have not had any wifi or freezing issues. In fact it's jailbroken with http://www.firecore.com
Before getting the appletv I upgraded my home wifi router. My house is 1600 sqft 2 story. I had an Asus 802.11G router (with dd-wrt firmware) that was starting to flake out. My router is in the basement and with the Asus I had poor service on the 2nd floor. Upgraded to a Netgear WNDR3700. I couldn't justify spending $100 for an airport. The netgear is a dual band router (operates on 2.4 GHz and 5 GHz). I now get wireless all over my house.
I'm guessing that the surfboard modem is provided by your particular internet provider. It might be worth while getting another router and connecting it to the surfboard and using that instead.
Are you using cordless phones? Those can interfere since they operate on the same frequencies as wireless.
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Hockey Stick!
http://9to5mac.files.wordpress.com/2012/01/screen-shot-2012-01-24-at-5-19-52-pm.png
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I also suspect that Jim was hard to work with given his history with the NHL.
He is no Mark Chipman.
GO Jets GO!
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The Independent Directors Bio's are very interesting.
http://www.reuters.com/finance/stocks/companyOfficers?symbol=RIM.TO&WTmodLOC=C4-Officers-5
Especially John E. Richardson
http://www.reuters.com/finance/stocks/officerProfile?symbol=RIM.TO&officerId=664104
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GO Prem GO!
I wonder what his unfiltered thoughts are of the company before joining the board, 1 year after he joins the board and 2 years after that. I guess I'll never know.
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Most probably people wanting to take advantage (or speculating on the amount) of the next annual dividend that should be announced shortly.
I can't believe that I completely forgot about the dividend!
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Interesting that the price was above $1 today.
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They need to be thinking about getting above at least $1.45.
http://img.tweetimag.es/i/davethemogul_o.jpg
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I think things are going to get pretty brutal when interest rates rise and people can no longer take equity out of their home because they are either underwater or maxed out already at 80%(In Canada).
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“Let's all head for the Canada Border...”
Too late guys, this mornings Canadian Press headlines...
“The United States is looking at building fences along the border with Canada to help keep out terrorists and other criminals. “
The real reason is that they want to spend all that money is to keep you guys in...
That's quite amusing, since there still has been no terrorist event in the United States where the terrorist arrived via Canada. Even the idiot who planned on blowing up the space needle a few years ago was caught at the border. In fact, all the recent terrorist activity were homegrown in the U.S. or arrived via that bastion of morality and political correctness...Saudia Arabia! Some poor lady is going to get 10 lashes because she was caught driving there a couple of days ago. Talk about the U.S. speaking out the wrong arse! Cheers!
Ha! Canada gets a free fence!
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Gone!
Replaced with Meg Whittman that bought skype but forgot to include the core software code in the purchase agreement.
OdysseyRe Donates to Romney SuperPAC
in Fairfax Financial
Posted
http://www.winnipegfreepress.com/canada/canadian-owned-company-donates-1-million-to-mitt-romney-superpac-172872951.html
"We had no role; the U.S. company is in fact our largest company, and they had business reasons for doing it, but we played no role at all," Paul Rivett, Fairfax's vice-president of operations, said from Toronto.