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XMFSinchiruna (28.04)

Roundtable Discussion: Will Cap and Trade Hurt America?



June 26, 2009 – Comments (8)

Enjoy the discussion that your trusty natural resource writers at the Fool have put together to get the discussion going, and please take part in the discussion either here or in the comments section below the article.

Thanks for reading!


I have a lot more to say about the issue, but I've got to run. Please get started without me. :)

8 Comments – Post Your Own

#1) On June 26, 2009 at 8:01 PM, Varchild2008 (84.27) wrote:

If Cap and Trade Passes.... I don't see how Energy Efficient Related Stocks don't end up with the lions share of the Cap and Trade Tax revenue.

Energy Efficiency Stocks also include Alt. Energy Stocks...
This combines "High Efficiency Product Makers" with the "Alt. Energy" Companys receiving the subsidies.

If everyone is being threatened under penalty of FINES to have to buy High Efficient dishwashers, windows, insulation, clotheswashers, dryers, microwaves and ovens, and roofs, and so on....

I would think having a Real Life Portfolio of 5 stocks would look like something like this:

1) Owens Corning   for the insulation and rooftops
2) Any pick of an IR Reflective Heat Windows Film Company.
3) Bike Manufacturers? If there are any to invest in.
4) FSLR:  Solar Stock
5) BWEN:  Wind Stock

BWEN + SWTX have both gone up over 33% in today's trading.
Coincidence?  I DON'T THINK SO!!   

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#2) On June 26, 2009 at 8:21 PM, tfma2 (< 20) wrote:

Anybody read the Rolling Stones Goldman Sachs article by Matt Taibbi? (7/9-23). Holy shit. Hope he doesn't get a contract taken out on him. 

Sounds like carbon credits as a commodity play just warming up.

CXCHY up 18% today;  house has passed the carbon bill. Thoughts?

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#3) On June 26, 2009 at 8:29 PM, NOTvuffett (< 20) wrote:


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#4) On June 26, 2009 at 8:31 PM, speedybure (< 20) wrote:


I apologize for my tardiness, I actually just moved from california to Sydney for a year or two for a Phd program. I didn't quite understand your comment on my last post ("an adaptation of Ben graham's formula"). Did you want my email-address? I couldn;t decipher what your were asking, maybe its this jet lag. Anyway of that was the question it is

Wow did I get ridiculed left and right for that post. The only reason graham's formula needs high growth rates in Yamana's case is because its an emergin industry i.e gold miners have rarely been profitable year after year. But wow, I actually came out with relatively similiar numbers when using dcf or other models. I think we ar two crazy gold bugs.

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#5) On June 27, 2009 at 3:37 PM, streetflame (30.67) wrote:

Why would anyone who wants a reasonable discussion agree to write under the headline "Will Cap and Trade Hurt America?"  Framing it that way is not conducive to a mature debate - it is a Republican talking point.

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#6) On June 29, 2009 at 11:17 AM, XMFSinchiruna (28.04) wrote:

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#7) On June 29, 2009 at 7:36 PM, speedybure (< 20) wrote:

Why must everyone be a republican or a democrat? Frankly it is the same as asking which is lesser of the two evils. Personally I am a Libertarian, I mean who wouldn't freedom and personal property rights at the cornerstone of their given rights.

Anyway back to the topic: I think it is rediculous to even attempt going at solar energy ( they are inefficient to make relative to their ouput considering all other sources of "clean energy"), the same goes for wind power. Giving them tax credits or something of that nature such as subsidies will be like throwing money down a bottomless well, much like we have been doing since 2000. Why not use natural gas or nuclear. They are proven to work and have much more efficient.

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#8) On July 02, 2009 at 12:39 PM, XMFSinchiruna (28.04) wrote:

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