podiddly

Total Rating:
0 / 0

8 Comments

    • Mon Aug 4th 15:03 PM | Rating: 0 0
      Commented on:
      Buy, Sell or Hold: What to Do with Potash Corp.?
      Keeping what I have and starting over where I was a year ago with POT. Have taken three healthy profits buying dips and selling peaks. Today's crash is a big dip, so...
      View article »
    • Wed Jul 30th 20:03 PM | Rating: 0 0
      Commented on:
      Two Water Transport Plays - Besides DryShips
      I'm mystified by some of the above. Dry ship, Container Ships, and Oil or LGN ships. I own some of each. What's not to like? Some pay good dividends (FRO, DSX) for example...FRO has been trading in the 60 to 70 range, offering a choice between a 14% or $2.75/ Q div. or a 8 to 10 point Cap Gain. DHT, ONAV, DRYS etc. all have a Profit and yield place in a portfolio, if you can handle the volatility.
      View article »
    • Sun Jul 27th 21:12 PM | Rating: 0 0
      Commented on:
      Rio Tinto Targets 10% of World Potash Market
      What criminals? Potash Mosaic Agrium all seem to march to the same drummer, until the all give incredibly positive reports then...it seems
      some body of stock holders sell, sell, sell, looking for a "floor" around $175...This, when the fundamentals, guidance, analysts etc. all say the stock (POT) should be north of $300.00 -- even $400.00 based on current PE and forward earnings. Is there a cartel that owns sufficient shares to drag this stock down...or are the Fund managers
      so out-to-lunch that they keep lumping potash with oil and hard commodity futures?
      View article »
    • Sun Jul 27th 11:57 AM | Rating: 0 0
      Commented on:
      Ten Reasons Why I'm Waiting to Buy PotashCorp
      I concurr with the first comments by Will and Ross. The "10 negative reasons" look mostly dated, based on negative hypotheticals or some doom and gloom concerns of world wide decline and depression. A consensus of current analysts (July 2008) cite the stock's current value above $300. (UBS, for example DOWNGRADED POT's 2008 target price at $308; while other analysts have it above $350 and Vector Vest states POT's "current value" at $425.00 (USD), based on an extensive dissection of all financial and operational fundamentals, current to July 24, 2008. If the stock falls to $170-$175, I agree it will be a screaming BUY...and I recognize that such a fluctuation is not only possible but also a recent occurance...when POT hit $179 for about two seconds on the 24th of July. In any event I will add to my position aggressively below $220.00 which I think is far safer, long-term, than, say financials these days.
      View article »
    • Sat Jul 26th 10:49 AM | Rating: 0 0
      Commented on:
      Time For Wall Street to Get Back on the POT
      Over the past several months I've read some strange and convaluted wisdoms about POT. I've regularly deferred to the arguments against the stock, by investing with extreme caution, stupidly missing opportunities by hesitation and wondering what causes the aggrevating volatility. It moves aggressively daily and also periodically, as you all know. This, while fundamentals and quarterly reports do nothing but improve. After a couple of years now, I think Potash of Sask. is frequently caught up in "noise", where "noise" is defined by incredibly erroneous opinons by TV media, bloggers, (CNBC's Erin on "The Call" actually called it "poop"); --where analyst"s "noise" continuously lumps potash with oil and hard metal commodities, allowing fund allocations to sweep it higgly-piggly into a "sector" that totally disregards its fundamentals. Also, as a Canadian stock, I notice that the electronic presentations (e-Trade, Schwab and others) often fail to update screen information (esp. current PE ratio, earnings, etc.) -- for weeks. Sometimes I think investors, and especially traders have too much of a hard time accepting good news. This stock is surrounded by postive news, most of it irrevocable and substantive. Fertilizer-compound demand, is world-wide, growing exponentially and predictably in every crop producting country on this planet. This demand will continue unabated while the "noise makers" continue to confuse its simplicity with every gloom and doom or "too good to be true" story imaginable. The stock may struggle crazily in the financial environment, but the need to feed the world will continue. So I remain long-term long in Ags.
      View article »
    • Fri Jul 25th 17:16 PM | Rating: 0 0
      Commented on:
      RBC Defends Potash Corp.'s Valuation: $200 POT?
      Let's see...the Jul. 24th report shows a 216% net income GAIN (vs. 2007 same Q); a 220% net income GAIN per diluted share; an EBITDA
      GAIN of 178%; all based from a Gross Sales Gain of 98%...: The Forward looking statements suggest continued "perfect" growth; and the expansions of both production, transport and inventory logistics (doubling Vancouver BD port facilities, etc.) were also consistent accomodating the REAL exponential increases in world demand.
      -- and some of you are thinking that this is a short play?? Well, DUH...maybe...After all, UBS DOWNGRADED the stock's 2008 price target to $308.00!!
      View article »
    • Sun Jul 13th 15:30 PM | Rating: 0 0
      Commented on:
      The Precarious & Problematic Potash Pyramid at Potash Corp. (Part IV)
      People who can "do the math" have pegged POT at $425 CAN in Q2 of 2009, based on a reasonable P/E ratio and nearly definite (e.g. booked) sales and earnings. Some "analyst idiots" along with a number of TV analysts keep confusing the price of "the company" with the commodity prices of the Fertilizer Potash, Phosphate, and Nitrogen. While prices for these are increasing world-wide...the main reason to be bullish on POT of Saskatchuwan is the largest, most mature, most able, and most recognized supplier of these fertilizers on the planet.
      View article »
    • Thu May 8th 13:30 PM | Rating: 0 0
      Commented on:
      Alesco Financial: Gem in the Garbage Pile
      So, as a long term growth and income stock...AFN is scary, but it
      delivers on the high side...e.g. 18% ++ dividend and eventual growth.
      Anyone agree??
      View article »
Loading...
Symbols:
Authors:
Quick Links:
Contribute an Article Become a Seeking Alpha Contributor

Transcripts

More Transcripts»