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To: Rock_nj who wrote (57444)11/5/2006 2:00:11 AM
From: Rande Is   of 57583
 
. . . Alive and Well and Living Somewhere In Ohio . . .

Sorry all. I am fine, thanks. Just really busy with other things. . . like probably many of you here. I do enjoy what I do. . . and there is certainly value in that.

. . . Teaching at a university, involved in record biz, consulting on technologies for a startup ventures, market research. . . you know, the usual stuff. Just got back from playing a show in Cleveland. Had a recording session earlier today. Get to spend time tomorrow with the wifey for first time in about 2 weeks. . .

. . . Then Monday, producing two recording sessions, teaching two classes. . . recording a jazz ensemble live in a new concert hall in the evening. . .all while mentoring a young (talented) kid from the hood. . . and somehow sneaking in a conference call during the afternoon to break it to a CEO that I have doubts his business plan will work. . . all the while organizing the moving of my offices from one location to another closer to home in preparation for a long winter. That's Monday.

Welcome to my world. Much different than the life of a trader. That's for certain.

Still cynnical. . . after all these years. I won't get into what I like and dislike these days or geo-political rantings. You can get that anywhere. I am trying to stay way back from the trees, so I can keep my eyes on the forest. Suffice it to say, I see things through slightly different eyes than pre-9/11. Much more pragmatic. . . (ironically, in an area where everything is a setup.) It is still fairly easy to read the greed, as it spills over from Wall Street into big business into small business and even into our own communities. Just not trying to profit from it as much as before.

Kids are all in college now. Probably going to sell house in Nashville eventually. Possibly taking an interesting position at another university next year, meaning another move and perhaps a new location to manage.

I am older now and definitely wiser about the ways of the world around me. Much more into the mainstream of life, ignoring many of the warning signs.

Bottom line: Regardless of what you are doing, where you are headed or who you are with. . . you still have to carve out some happiness, protect your joy, and find some peace of mind. . . using whatever means you must. With as complex a world as each of us have now, that is increasingly a tall order.

Be careful of all the complexities of life: Too many distractions. . .too many obligations. . . too much technology. . . too much wasted time . . .the trap of constant entertainment . . . the futile effort of the rat race . . and just plain being ineffective or spiritually drained. Stay clearly focused on the most important aspects of life and weigh everything against them.

These are difficult times to maintain happy healthy joyous lives, yet that MUST be our goal. . . for our families and for ourselves.

Best wishes to each of you. . . . I keep you all in my prayers.

Rande Is

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To: Rande Is who wrote (57445)11/6/2006 6:23:53 AM
From: Rock_nj   of 57583
 
Rande,

Glad to hear you are doing well. Sounds like you have shifted gears into a different lifestyle. I am also doing something entirely different than trading these days. There is something nice about interacting with people during the day, rather than looking for the next big market score in cyberspace.

I agree with your advice about not getting caught up in the rat race and other modern distractions. That is not where inner happiness comes from, and we all know it on some level, even if it takes us a long time to realize it.

Regards,

Rock

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To: Rande Is who wrote (57445)11/8/2006 6:34:39 PM
From: oaktownaj   of 57583
 
Rande/Rocknj,
Great to hear from you guys...after all of these years. I just so happened to have recently become somewhat interested in stocks again-I purchased RNAI mainly because of good insights I learned from this (RandeIs...)thread a long time ago. Turns out the company was bought by a giant Pharma and the stock tripled within months...well, anyway-good luck for the most part (this doesn't always happen to me,BTW).

I do miss the kinds of posts that you just made Rande. You have been blessed with great insights...and my life has been blessed by catching up with you here on silicon investor.

Sounds like all is well with you-I am enjoying family and friends here in California...not so much researching and trading as I used to (and the better for it!).

Anyway, again-great to hear from you two...we'll have to see if there any lurkers still around.

AJ

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To: Rock_nj who wrote (57444)11/16/2006 4:56:31 PM
From: joseffy   of 57583
 
Apparently he has better things to do.

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To: joseffy who wrote (57448)11/16/2006 5:00:33 PM
From: Rock_nj   of 57583
 
He replied if you look at the thread. Sounds like he's settled into a different lifestyle. Good for him. Trading does have its drawbacks.

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From: ~digs11/16/2006 5:13:44 PM
   of 57583
 
NUT closed at a new all time high today despite a recent report of lower earnings.
If my memory serves me well, NUT used to a favorite of Rande's.

Tuesday November 7, 7:40 pm ET
ML Macadamia Orchards L.P., said it harvested more nuts but made less money in the third quarter, with net income down 28 percent to $85,000 from a year earlier. The Hilo-based company said Tuesday the lower earnings were the result of a "favorable nut price adjustment" in the third quarter of 2005, when it reported $118,000 net income. The company (NYSE: NUT - News) said revenue climbed to $4.3 million from $2.8 million in the same quarter of 2005. Nut harvest in the three months ended Sept. 30 was 7.8 million pounds, or 78 percent higher. biz.yahoo.com 


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To: ~digs who wrote (57450)11/16/2006 5:15:57 PM
From: ~digs   of 57583
 
fwiw, here's a related story...

Nuts!! Brazen thieves steal nuts by the truckload in California as almond, walnut prices skyrocket
napavalleyregister.com 

By OLIVIA MUNOZ ; Associated Press Writer ; Monday, November 13, 2006 5:55 AM PST

FRESNO — At first, Larry Ladd just let it go. But after the farmer caught six thieves plundering his walnut orchard in less than a day, he knew he had a problem.

He’s not the only one. As prices for almonds and walnuts rise with demand, a growing black market has emboldened nutnappers to cut holes in fences, sneak into distribution centers and drive off with truckloads of nuts.

“At first, I’d just ask the deputy to impress upon them that this is the wrong thing to do,” said Ladd. “But then it got ridiculous.”

California farmers like Ladd have reason to be vigilant: Growers here produce about 80 percent of the world’s almonds and 99 percent of the nation’s walnuts.

The state’s walnuts earned nearly $4.4 million in 2004, according to the latest figures available from the California Farm Bureau Federation.

Savvy scoundrels target both walnuts and the more valuable almond.

Last month, a Fresno County task force that tackles rural crimes recovered 44,000 pounds of processed almonds taken from a distribution center.

The recovery was a rare break in a series of thefts that has cost California farmers at least $1.5 million in stolen almonds this year, according to the Agricultural Crime Technology Information and Operations Network.

There are typically one or two almond thefts every fall, but in the past 18 months, there have been at least a dozen reports of larger looting, said Marsha Venable, spokeswoman for the Almond Board of California, a marketing group.

Almonds sell for about $3 a pound wholesale and twice that much in stores. The nuts are worth so much that thieves who drive away whole truckloads have been known to abandon the vehicles and keep just the almonds.

“Almonds have become such a huge crop,” Venable said. “It’s attracting anyone.”

Acreage devoted to almonds has increased 13 percent over the last five years as growers abandon other crops. Almonds were a $2.2 billion commodity in California in 2004, according to the farm bureau.

This year, growers expect to harvest just over 1 billion pounds of almonds, a figure that’s expected to rise to 1.5 billion pounds over the next four years.

Farmers, processors and trucking centers have added cameras and security guards, though monitoring grounds can be difficult and expensive.

“My farm’s right on a busy road. I can’t install motion detectors and I can’t afford to pay someone to watch the grounds around the clock,” Ladd said.

The recent nut heists appear well-organized and sophisticated.

The criminals use computers to track shipments and seem to know the market. Fall is the time when demand and prices are high and supply is still low before the remaining harvest, said deputy Royjindar Singh, a spokesman for the Stanislaus County Sheriff’s Department.

“It has to be someone who knows the market well and has a buyer lined up,” he said.

About 70 percent of almonds grown in California go to other countries, and that’s where rural crime investigators think thieves are selling them. Paperwork and a well-linked industry in the U.S. would make domestic sales of big stolen almond loads difficult, Singh said.

Farmers have kept each other abreast of the thefts by sending e-mails and faxes about each case.

“Even though we’re competitors, we talk,” said Jeannine Campos, a spokeswoman for Campos Brothers Farm, a family-owned company that has grown almonds in Fresno County since 1981.

Authorities arrested six walnut thieves who raided Ladd’s farm but later released them without charges. No arrests have been made in the almond thefts.

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To: ~digs who wrote (57451)11/27/2006 10:52:00 AM
From: Bucky Katt   of 57583
 
These nuts are going the other way, having a large NUT accounting problem>
John B. Sanfilippo (JBSS)

jbssinc.com 

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To: Rande Is who wrote (57445)12/5/2006 10:16:30 PM
From: Entitlement   of 57583
 
Well said Rande. Best to you. EOM

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To: Rande Is who wrote (57426)12/22/2006 12:29:59 AM
From: Rande Is   of 57583
 
...Happy Holidays, To All...

There is no way you could have thought I would stay quiet through the holidays. It has been a VERY busy year....and next year has the appearance of an even busier one, if that's even possible.

Rande-om thoughts....
Remember the ETFs we discussed a few times? Asia, India, etc. have been very strong compared to U.S. One of my favorite ultra-long-term-set-it-and-forget-it issues, GCH just hit an all-time high along with a nice little dividend. Last years was nearly twice as high, but the fourth quarter dividend isn't in yet. Definitely outperforming markets, regardless of new highs and all that. Add the dividends to the stock price and some of these have issues have been on a tear....investing in China's growth? Nah, no way.....it's just a fad! >G< ....like the internet.

Still teaching college....though I am considering relocating to do same in a better situation. I'll let everyone know, of course. Career is fun for a change. That works.

I had several people writing me about fibromyalgia. Since my wife's endometriosis surgery, she has been symptom free.

(that's the good news)...

(why does good news always seem to need balance?)

She is in California visiting now, and just went through a second serious episode of seizures. The first time these happened, I figured out a way of doing an exercise with her neck. We were able to immediately restore blood flow to the brain.....so she could feel instant relief. Well, being 2500 miles from her this time, I had to yell out instructions over a cell speakerphone to unnerved and doubting inlaws on the side of a busy mountain road. Talk about surreal!

I'm about ready to crawl out of my skin...or crawl out to California...whichever comes first. I guess I'll see her after the New Year, down in Nashville. Keep her in your prayers. We believe it is not arterial, but rather neurological. She is in the hospital out there now. But it is a scary situation for all...especially since there is so little info about causes and cures....but rather merely about symptoms and treatments. Don't even get me started.

<needing to change subject>

Anyway......how is everyone? I would love to hear from you!! How are you doing these days? Don't think I don't remember you.....that is unlikely.

Meanwhile, I've been much better.... without "mandatory" surgery of any sort. (Funny how there are two or three sides to every medical story....and four or five sides to every political one.)

So how about this geopolitical world? We apparently stopped blowing cities to kingdom come. Now we just take turns killing the people in them...slowly. Africa is a mess that nobody seems to care enough to solve. Asia is having the boom of its life...beyond the average American citizens wildest dreams.

American commerce is becoming a giant Big Lots.....reselling whatever it gets in from the Pacific Rim, without regard for what people really want. Politically we are losing the respect of many of the great nations of the earth.....and it seems to be mostly due to our undecided-can't make up our-uncommitted-who's-minding the chickens coop policy? Sure a different war than WWII.....and it is rapidly becoming an equally complex world of geopolitical pressure and influence. If all stays as it is, soon we will have no move left but to cut and run.

Remember back when we all seem to have the answers to the world's problems? Now we are having difficulty just figuring out the questions.

On the brighter side. . . .

Thanks to global warming, Youngstown, Ohio is getting a great climate!...with a summer-like autumn...and autumn-like winter....sort of like Tennessee. A few more decades and the Great Lakes coastline will be the new gold coast. >g<

Now...as for the holidays.....you guys have heard it all before. Forgive your family. If you have something, anything between you and a family member, use Christmas as a reason to break it.

For next year, find new ways to show your family love and provide them with joy. Joy is a tough one. It is what we all seek...in everything we do. And yet it is so elusive.

Here is your annual challenge:
Each time in 2007, that you come across joy in your life or that of your family members.....write it down.....in a sort of...well, uh....joy-nal. >cringe<

By the end of the year, you will have a roadmap as to what REALLY makes you and your family happy. This is more important and useful than I can express.

Here is a little saying for your fridge that will also help you to keep things in perspective. . .

Life is fragile and the road we are all on is very short. If you find good health, thank God. If you find love, give it back. If you find peace, share it with others. If you find joy, grab up all that you can.


I wish and pray you all a joyous Christmas and the very best (and most prosperous) new year you have ever had.

Best wishes. . . and Merry Christmas!

Rande Is

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