Comments on: Get your portfolio ready for the profitless global economic recovery http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/ Fri, 10 Sep 2010 02:45:47 +0000 hourly 1 http://wordpress.org/?v=3.0 By: Why every nation cooks its books at NJN Network http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/comment-page-1/#comment-5424 Why every nation cooks its books at NJN Network Fri, 12 Mar 2010 00:40:04 +0000 http://jubakpicks.com/?p=2765#comment-5424 [...] I think) from feeling those teeth close in. (Especially if the economic recovery is going to be as profitless as I expect.) If we want to save ourselves from those chompers, it’s time to face [...] [...] I think) from feeling those teeth close in. (Especially if the economic recovery is going to be as profitless as I expect.) If we want to save ourselves from those chompers, it’s time to face [...]

]]> By: Jubak Looks at What Stocks to Hold Now at Curious Cat Investing and Economics Blog http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/comment-page-1/#comment-3643 Jubak Looks at What Stocks to Hold Now at Curious Cat Investing and Economics Blog Mon, 01 Feb 2010 18:17:30 +0000 http://jubakpicks.com/?p=2765#comment-3643 [...] post by James Jubak, Get your portfolio ready for the profitless global economic recovery the world hasn’t begun to address the problems of excess capital and the excess production [...] [...] post by James Jubak, Get your portfolio ready for the profitless global economic recovery the world hasn’t begun to address the problems of excess capital and the excess production [...]

]]> By: richard.bready@gmail.com http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/comment-page-1/#comment-3270 richard.bready@gmail.com Thu, 21 Jan 2010 08:14:18 +0000 http://jubakpicks.com/?p=2765#comment-3270 @sigli: I play water quietly and slowly, in Claymore and Calvert water funds. I like Calvert especially, for a commodity where profit can mean a lot of human suffering. @sigli: I play water quietly and slowly, in Claymore and Calvert water funds. I like Calvert especially, for a commodity where profit can mean a lot of human suffering.

]]> By: dennisjr42 http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/comment-page-1/#comment-3263 dennisjr42 Thu, 21 Jan 2010 03:44:11 +0000 http://jubakpicks.com/?p=2765#comment-3263 I wholeheartedly agree with riding on the back of Cisco for the next 5-10 years. However, I think there has been a critical reason omitted from the above article. The evolution of the technology industry has seen the amount of IP traffic grow exponentially over the last few years. This trend is set to march steadily onward, or even pick up pace. DVD's, Blu-Ray discs... in 10 years these will be things of the past. Physical media for movies and video games (two enormous industries) will be a thing of the past. Distribution methods will have shifted to a completely IP based digital model. There is also the upcoming conversion to IPv6. IPv4 addresses are set to run out in the next few years. This will require an upgrade in network infrastructure in most places. So global networks are needing to shift to IPv6 and support exponentially more traffic than they do now. It sounds to me like the company with a stranglehold on the network device industry would be a good play. Another play on this would be companies focused on digital storage. I wholeheartedly agree with riding on the back of Cisco for the next 5-10 years. However, I think there has been a critical reason omitted from the above article. The evolution of the technology industry has seen the amount of IP traffic grow exponentially over the last few years. This trend is set to march steadily onward, or even pick up pace. DVD’s, Blu-Ray discs… in 10 years these will be things of the past. Physical media for movies and video games (two enormous industries) will be a thing of the past. Distribution methods will have shifted to a completely IP based digital model.

There is also the upcoming conversion to IPv6. IPv4 addresses are set to run out in the next few years. This will require an upgrade in network infrastructure in most places.

So global networks are needing to shift to IPv6 and support exponentially more traffic than they do now. It sounds to me like the company with a stranglehold on the network device industry would be a good play. Another play on this would be companies focused on digital storage.

]]> By: sigli http://jubakpicks.com/2010/01/19/get-your-portfolio-ready-for-the-profitless-global-economic-recovery/comment-page-1/#comment-3239 sigli Wed, 20 Jan 2010 15:11:00 +0000 http://jubakpicks.com/?p=2765#comment-3239 @richard: How to play water besides everyone's darling Flowserve? I think membranes are a great idea, but the technology seems to be controlled by GE, Seimens, etc--no pure play. There's no real barrier to entry in drip irrigation other than distribution network. But then again, HD and LOW are always looking for lower merchandise costs, so what's Toro's big advantage? Maybe something out of Israel, the world leaders in H20 saving tech? @richard: How to play water besides everyone’s darling Flowserve? I think membranes are a great idea, but the technology seems to be controlled by GE, Seimens, etc–no pure play. There’s no real barrier to entry in drip irrigation other than distribution network. But then again, HD and LOW are always looking for lower merchandise costs, so what’s Toro’s big advantage?

Maybe something out of Israel, the world leaders in H20 saving tech?

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