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June 2, 2008
Using Captured CO2 – Resolving Carbon Capture and Sequestration’s Outstanding Issue
Analysis of: Quest for clean coal smolders | www.iht.com
Author: GLG Expert Contributor
Integrated gasification combined-cycle (IGCC), a commercially demonstrated technology for Carbon (CO2) capture is marketed as turnkey approach via Bechtel and General Electric’s long-term alliance. The recent alliance with Schlumberger addresses the outstanding question of what to do with captured CO2....
May 23, 2008
RAILROADS FORCED TO REDUCE COST OF TRANSPORTING LOW SULFUR COAL
Analysis of: Union Pacific must cut coal rates for KC utility | biz.yahoo.com
Author: GLG Expert Contributor
MANDATING TRANSPORT COST LOW SULFUR POWDER RIVE BASIN COAL SUGGESTS A TREND THAT COULD APPLY BEYOND MISSOURI AND TO OTHER STATES E.G. TEXAS Reducing transport cost of coal would provide economic impeturs for additional coal-fired units in Mid-West and South 
May 21, 2008
Electric Utilities will select fuel options most likely to receive cost recovery via rate increases
Analysis of: Alliant Investing $85 Million to Meet Clean Air Rules | www.redorbit.com
Author: GLG Expert Contributor
Examples of regulated electric utilities opting for different fuel mixtures: Alliant Energy is hedging its bets supporting both coal and gas-fired units. FPL is hedging its bets supporting gas-fired and nuclear power plants.   Regulated utilities will determine their fuel energy mix based...
May 14, 2008
Nuclear Power Plant Cost Much Higher Than Anticipated One Year Ago
Analysis of: New Wave of Nuclear Power Plants Faces High Costs | online.wsj.com
Author: GLG Expert Contributor
Nuclear Power Plants Estimated Capital Costs have risen 2 - 5 times over the last 18 months Such High Costs may require special Rate Considerations by state regulators Lacking such rate recovery mechanisms, self financing may limit growth of Nuclear Power in USA
April 21, 2008
Bush, Supreme Court, USDOE Timetables CO2 REDUCTIONS
Analysis of: Bush proposes new climate change strategy | hosted.ap.org
Author: GLG Expert Contributor
President Bush’s decision to stop by CO2 emissions by 2025 and USDOE’s intent to commercially demonstrate Carbon [CO2] Capture and Sequestration [CCS] by 2015-2016] time tables show that the USA can keep relying on Coal while avoiding Global Warming Predictions [80% CO2 reductions by 2050].
Jorge FernandezApril 11, 2008
Crumbling U.S. Water Infrastructure is an Investment Opportunity
Analysis of: US Water Pipelines Are Breaking | ap.google.com
Author: Jorge Fernandez, Principal, Water Science & Marketing
This article points to an area of the water industry that will continue to enjoy positive dynamics. For the investor, the message is simple: companies selling water infrastructure-related products and services, like large pipes, large valves, inspection and repair services, water pipeline engineering...
Mark SussmanFebruary 25, 2008
Best Buy remains best bet in consumer electronic sector
Analysis of: Best Buy cuts '08 EPS outlook, shares fall | www.retailingtoday.com
Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
-          Best Buy’s (BBY) initiative to facilitate the customers need for their consumer electronic needs with their “end to end” solution differentiates them from their major competitors and the big box stores in the CE sector.
Mark SussmanFebruary 21, 2008
TJX companies poised to continue success evidenced by their announced buy back of an additional $1 billion worth of their stock
Analysis of: TJX profit jumps 47 pct on cost controls | www.businessweek.com
Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
TJX is projecting a growth rate of 12% for the next 3 years. Given the leadership of CEO Carol Meyrowitz and the strong emphasis she gives to the merchandising of the assortments the company should easily be able to achieve this number. There has been a marked improvement in the trading up of in season...
Mark SussmanFebruary 21, 2008
J.C. Penny American Living launch is impressive but timing may pose problems.
Analysis of: JCPenney Announces Launch of American Living, Exclusive Lifestyle Brand | www.marketwatch.com
Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
All the positives written in the article are pretty much on target. The American Living assortment across the classifications is quite impressive. The big problem is that the launch is coinciding with one of the worst economic downturns retail and the macro economy has experienced in the last 20 years....
Mark SussmanFebruary 20, 2008
Wal Marts top line sales divert attention away from underlying problems
Analysis of: Wal-Mart: Fashioning a New Growth Track | www.businessweek.com
Author: Mark Sussman, President and Chief Executive Officer, Pyramid Solutions, Inc.
Wal – Mart (WMT) barely squeaked out January with a 0.5% comp. store increase. This result is rather dismal given their aggressive promotional activity in January. WMT stores showed a weaker gain than Sam’s club and the International Divisions, although they don’t reveal comp. store sales was up over...

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