To: tntpal who wrote (37942) | 9/26/2021 11:57:49 AM | From: Jacob Snyder | | | JNJ: Of it’s 3 divisions, the only one growing is pharma. There is a global movement by governments to force lower drug prices. This is happening in Europe and China, but not yet in the US. When it comes here (our version of Common Prosperity), JNJ will have a much lower PE than the current 25. I will wait to buy pharma till then. The timing on this is uncertain, but the trend is clear. The market is only starting to price this risk in. |
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To: Jacob Snyder who wrote (37950) | 9/26/2021 12:11:56 PM | From: tntpal | | | With all the feedback on JNJ, I am taking it off my buy list for now. I have lot's of dry powder available now, whether the market is done correcting or not. |
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To: Cogito Ergo Sum who wrote (37922) | 9/26/2021 12:59:47 PM | From: robert b furman | | | Hi L,
I have to change my type.
Two years ago I was very late in ordering, Last year they were much smaller than the first cloves.
I had bought some from Oregon and planted them in Wisconsin.
A friend like Musica, will try to find that.
Bob |
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From: ajtj99 | 9/26/2021 2:19:33 PM | | | | There are 154 Container Ships waiting to offload cargo to Ningbo and Shanghai ports.
yahoo.com
It's a combination of the prior closure in Yantian, chartered ships added to the trans-Pacific trade, and ships that were pulled from other trade lanes to take advantage of the outrageous rates for east-bound trans-Pacific container shipping. Also, the added ships are smaller, so the port productivity is sharply reduced.
I also noticed lots of 4th quarter items missing in Walmart yesterday. The toy department is thin, and they've started putting grocery and cleaning products in the power aisles where general merchandise would normally be this time of year. The end caps in the grocery department also looked like they were not what the planogram called for, possibly due to shortages. |
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From: bull_dozer | 9/26/2021 5:55:51 PM | | | | Bitcoin Miners Eye Nuclear Power as Environmental Criticism Mounts
Bitcoin miners, under fire for their sizable environmental footprint, are forging partnerships with owners of struggling nuclear-power plants with electricity to spare.
The matchups have the potential to solve key issues facing each industry, executives and analysts say: Electricity-hungry bitcoin miners want stable and carbon-free power, while nuclear plants facing competition from cheaper power sources need new customers.
Talen Energy Corp. has entered into a joint venture with bitcoin-mining company TeraWulf Inc., which has started land development for a mining facility the size of four football fields next to its Pennsylvania nuclear plant. Nuclear generator Energy Harbor Corp. will provide power to a Standard Power mining center in Ohio starting in December.
“We are building demand adjacent to the existing nuclear plant,” said Talen Energy President Alex Hernandez, who heads the subsidiary jointly developing the mining project near the Susquehanna Steam Electric Station.
wsj.com |
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To: tntpal who wrote (37955) | 9/26/2021 10:37:30 PM | From: ajtj99 | | | Yup, WTIC is above $75 tonight.
Yes, football was epic today. Brady vs Stafford was pretty good, but TB's defense is hurting.
If I were an attorney, I would start a practice just to sue stadium owners for hearing loss. The new NFL stadiums in LA and Vegas were both designed to accentuate sound, which basically means to accentuate hearing loss.
NBA arenas are no better. |
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