jackshack

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An Open Letter to Bill Miller

That is why mutual funds are terrible. People treat even Bill Miller as more than a man. Overtime everyone succumbs to the law of averages. Warren Buffett will be no different. You cannot be scared to move to cash. I love how everyone thinks this banking thing is over. What happens when house prices continue to fall? 10%, 20%, 30%? What happens when all these lay-offs hit? What happens when consumers stop buying all this crap? Even if we get a short recovery here, things have to get worst. The government is growing the money supply in double digits. That will not stop especially after this mortgage bailout. More regulation, more capital requirements, more defaults, more bankruptcies, more bank runs. Its coming...
Jul 22 14:21 pm |Rating: 0 0 |Link to Comment |View article
Is There an Oil Crisis Looming?

Great comment on SQM, I have been following and long for some time. The stock is on a tear to say the least about a 5 year tear, but they haven't even hit their sweet spot yet with lithium. Chevy just pushed the Volt back to 2011 for commercial production which is lame, but companies like A123 press on. Tesla is dominating, I wish they would go public and really press Detroit to step up. Tata motors is close and Phoenix Motors is having problems as well. I have been following ALTI for another lithium battery play.

All in all SQM is a monster and even though it has gone vertical after Cramer's coverage you have to think it goes higher over the next 3-5 years as lithium ion batteries will be in cars, laptops, cellphones, mp3's, handheld video games and are now even being tested as backup batteries for buildings and the electrical grid.

SQM does 75% of the world's lithium roughly which ranks up there with INTC and MSFT in terms of global market share. I agree you really need to read their 10K to truly appreciate their breadth.

Jun 06 00:16 am |Rating: 0 0 |Link to Comment |View article
NYMEX Shareholder Uproar Over CME's 'Lowball' Offer

This guy looks like Ryan from the office with a more immature beard. Good story though. Far from the cries of the rumored $150 a share.
Jun 05 10:24 am |Rating: 0 0 |Link to Comment |View article

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Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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