Ben Holdsworth - Seeking Alpha 'Ben Holdsworth' Tag RSS Syndication from SeekingAlpha.com SeekingAlpha.com http://seekingalpha.com/author/ben-holdsworth What the Housing 'Apocalypse' Prophets Aren't Revealing http://seekingalpha.com/article/63150-what-the-housing-apocalypse-prophets-aren-t-revealing?source=feed 63150 There are four adages that drove this article’s creation and content:

  1. If enough people say the same thing often, loudly, and dramatically enough it becomes fact/reality.
  2. People will tell you what they want you to hear, “the housing market is headed into the eternal abyss, -- believe me, I am an expert.”
  3. People will tell you what is to their benefit, ie. “Housing and Financial Stocks are Tanking -- SELL” ie, (I have shorted housing/financial stocks – I want you to sell, “it is for your own good”).
  4. When doing your own analysis – always look for what is NOT being told/sold.

So What Do We “Know”

]]> Tue, 05 Feb 2008 07:36:12 -0500 Ben Holdsworth Ben Holdsworth submits:

There are four adages that drove this article’s creation and content:

  1. If enough people say the same thing often, loudly, and dramatically enough it becomes fact/reality.
  2. People will tell you what they want you to hear, “the housing market is headed into the eternal abyss, -- believe me, I am an expert.”
  3. People will tell you what is to their benefit, ie. “Housing and Financial Stocks are Tanking -- SELL” ie, (I have shorted housing/financial stocks – I want you to sell, “it is for your own good”).
  4. When doing your own analysis – always look for what is NOT being told/sold.

So What Do We “Know”


Complete Story »]]> Ben Holdsworth $100 Oil By Monday (Read: The Lebanon Crisis) http://seekingalpha.com/article/55115-100-oil-by-monday-read-the-lebanon-crisis?source=feed 55115 Here is an update on a global pressure point that could shove markets through $100 oil this weekend. All news and information in this article was drawn from publicly available sources.

Since 2004, Lebanon has been embroiled internally and externally in a political process to either end or extend Syrian dominance and Hezbollah's stranglehold, (at behest of Syria and Iran), on the Lebanese democratic and political future.

]]> Thu, 22 Nov 2007 10:51:13 -0500 Ben Holdsworth Ben Holdsworth submits:

Here is an update on a global pressure point that could shove markets through $100 oil this weekend. All news and information in this article was drawn from publicly available sources.

Since 2004, Lebanon has been embroiled internally and externally in a political process to either end or extend Syrian dominance and Hezbollah's stranglehold, (at behest of Syria and Iran), on the Lebanese democratic and political future.


Complete Story »]]> DBO USO Ben Holdsworth Agfeed Industries: An Early Chinese Pork Play http://seekingalpha.com/article/46591-agfeed-industries-an-early-chinese-pork-play?source=feed 46591 Considerable interest has been generated on Seeking Alpha on how to capitalize on China’s shortage of pork, leading to suggestions of investment in Smithfield Food’s (SFD) to Zhongpin (ZHNP), a meatpacker and retailer. However, there may be another play that takes advantage of the increase in pork demand without the risk of higher pig prices that Zhongpin (ZHNP) might experience which could dampen its revenue growth.

On August 29, Agfeed Industries (FEED) commenced NASDAQ trading under its new symbol, FEED. Given China’s pork demand, I am profiling the company as a potential investment opportunity .

]]> Fri, 07 Sep 2007 01:48:08 -0400 Ben Holdsworth Ben Holdsworth submits:

Considerable interest has been generated on Seeking Alpha on how to capitalize on China’s shortage of pork, leading to suggestions of investment in Smithfield Food’s (SFD) to Zhongpin (ZHNP), a meatpacker and retailer. However, there may be another play that takes advantage of the increase in pork demand without the risk of higher pig prices that Zhongpin (ZHNP) might experience which could dampen its revenue growth.

On August 29, Agfeed Industries (FEED) commenced NASDAQ trading under its new symbol, FEED. Given China’s pork demand, I am profiling the company as a potential investment opportunity .


Complete Story »]]> FEED Ben Holdsworth NutraCea Q2 Earnings Preview: Bump or Crater in the Road? http://seekingalpha.com/article/44427-nutracea-q2-earnings-preview-bump-or-crater-in-the-road?source=feed 44427 What follows is a synopsis of NutraCea's positive performance, leftover concerns from 1Q, and kudos and concerns from known 2Q07 activity. Finally there are a couple significant questions company management might address during the conference call to maintain shareholder and analyst confidence in its business model. The following research is based upon the NutraCea's Edgar's filings and media releases for 2006-2007 YTD, and those of Vital Living Inc. [VTLV.OB].

NTRZ: Why own this stock?
NutraCea's Stabilized Rice Bran [SRB] has huge potential to enhance global nutrition as a commercial product, through NGO utilization, and as a nutritional supplement. It is a compelling long term revenue and product development story with significant stock value appreciation potential.

Nutracea's positive performance story
1) 2006 was NutraCea's first profitable year, with steady revenue and income growth.

]]> Tue, 14 Aug 2007 07:01:03 -0400 Ben Holdsworth Ben Holdsworth submits:As shareholders of NutraCea (NTRZ.OB) are aware, 1Q07's bottom line results were a disappointment -- a reported loss of $247,000. Given that NutraCea management has announced 2Q07 results will be released after market close today, and an investor conference call to discuss results scheduled at 11:30 am EDT on August 15, I thought a recap of NTRZ's business and performance year to date would be helpful. What follows is a synopsis of NutraCea's positive performance, leftover concerns from 1Q, and kudos and concerns from known 2Q07 activity. Finally there are a couple significant questions company management might address during the conference call to maintain shareholder and analyst confidence in its business model. The following research is based upon the NutraCea's Edgar's filings and media releases for 2006-2007 YTD, and those of Vital Living Inc. [VTLV.OB].

NTRZ: Why own this stock?
NutraCea's Stabilized Rice Bran [SRB] has huge potential to enhance global nutrition as a commercial product, through NGO utilization, and as a nutritional supplement. It is a compelling long term revenue and product development story with significant stock value appreciation potential.

Nutracea's positive performance story
1) 2006 was NutraCea's first profitable year, with steady revenue and income growth.


Complete Story »]]> NTRZ.OB Ben Holdsworth