Comments on Eddy Lahens' articles RSS Syndication from SeekingAlpha.com http://seekingalpha.com/author/eddy-lahens/articles http://seekingalpha.com/article/168524-making-the-case-for-buy-and-hold?source=feed#comment-727985 727985 Fri, 23 Oct 2009 21:13:27 -0400 http://seekingalpha.com/article/168524-making-the-case-for-buy-and-hold?source=feed#comment-727731 727731 Fri, 23 Oct 2009 17:33:50 -0400 TEXTbook!]]> http://seekingalpha.com/article/168524-making-the-case-for-buy-and-hold?source=feed#comment-727440 727440 Fri, 23 Oct 2009 14:27:39 -0400
You can follow my market timing system and track my performance for comparison. I post all of my trades in advance so there is no way for me to fudge the numbers. Here is my last post:

seekingalpha.com/insta...
]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-403039 403039 Wed, 25 Feb 2009 11:12:49 -0500 http://seekingalpha.com/article/93064-pacific-ethanol-market-growth-and-increase-in-production-to-the-rescue?source=feed#comment-272012 272012 Thu, 02 Oct 2008 16:25:41 -0400
On Oct 2nd at an Oppenheimer Investment event, PEIX CEO stated that although they have increased prodcution, sales volume will be approx 50/50% in-house vs resales production.
So, just to correct point # 2 above, resales group is growing as fast as the new plant coming online in 2Q and 3Q... Good news that local markets are absorbing both production and resales gallons coming across from other companies. ]]> http://seekingalpha.com/article/70169-pacific-ethanol-build-ahead-is-a-manufacturing-strategy?source=feed#comment-170223 170223 Mon, 19 May 2008 18:48:03 -0400
Plus today, we learn that 1 of their plant had a few down days. This did not stop PEIX from showing 'better-than-expected' results, in a higher corn price environment.

My next prediction ( give it 60 days) is lower corn price - due mainly to WW supply from poorer countries around the world. An ear of corn is an ear of corn, when fed to the sows. ]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-167381 167381 Wed, 14 May 2008 09:48:17 -0400 ]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-167259 167259 Wed, 14 May 2008 04:48:31 -0400
Definitely there will be oversupply situation in the world market and prices will come down badly. Some counties poor farmers neglected corn planting due to low prices and now this trend has changed In addition some animal production companies already started to plant corn locally. Therefore there will be plenty of corn in the market soon and stock level will go up unexpectedly. So I agree with corn for sale.
]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-167230 167230 Wed, 14 May 2008 00:34:04 -0400 http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-167077 167077 Tue, 13 May 2008 17:23:34 -0400 ]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-167073 167073 Tue, 13 May 2008 17:11:39 -0400 http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-166800 166800 Tue, 13 May 2008 10:57:30 -0400
For everyone's sake lets hope for a great growing season and huge harvest.]]> http://seekingalpha.com/article/76620-coming-soon-global-corn-for-sale-signs?source=feed#comment-166123 166123 Mon, 12 May 2008 08:35:10 -0400 http://seekingalpha.com/article/71642-amd-product-ramp-up-and-new-factory-plan-what-gives?source=feed#comment-155530 155530 Wed, 23 Apr 2008 17:39:23 -0400
AMD management continues making bad decisions. For example, Athlons and Turions (including the forthcoming Turion Ultra) are not being updated to support SSE4a. It appears Athlons and Turions will continue to be sold for quite a long time, and will become incompatible with Phenom and quad-core Opteron which do support SSE4a. All of these will be sold to corporations which may demand compatibility as a requirement for purchase. So AMD has been promulgating SSE4a and certainly wants to drive its adoption, but will not even support it in all its processors sold to corporations. If I needed a notebook which supports AMD's SSE4a, where can I buy one?

Finally, AMD still has not fixed the disk controller problems in its southbridge chips (SB600 and SB700), which means engineering execution remains sub par.
]]> http://seekingalpha.com/article/70664-farmers-wise-corn-planting-decision-when-less-is-more?source=feed#comment-153317 153317 Sat, 19 Apr 2008 07:59:53 -0400
You presented a quite some very useful and important numbers. But can you please cite the source of those numbers so others can cross check for their accuracy? Thanks. Please read my articles on genral resource investment topics:
seekingalpha.com/autho...
]]> http://seekingalpha.com/article/71642-amd-product-ramp-up-and-new-factory-plan-what-gives?source=feed#comment-148577 148577 Thu, 10 Apr 2008 17:51:06 -0400 http://seekingalpha.com/article/71642-amd-product-ramp-up-and-new-factory-plan-what-gives?source=feed#comment-147814 147814 Wed, 09 Apr 2008 14:32:11 -0400 http://seekingalpha.com/article/71642-amd-product-ramp-up-and-new-factory-plan-what-gives?source=feed#comment-147749 147749 Wed, 09 Apr 2008 13:04:50 -0400
Further, Graphics is a very resource-intensive and dynamic field. It's not like you design a graphics chip and you're done. GPU market obsoletes and renews itself far faster than CPU.
]]> http://seekingalpha.com/article/71642-amd-product-ramp-up-and-new-factory-plan-what-gives?source=feed#comment-147545 147545 Wed, 09 Apr 2008 09:14:06 -0400
Long AMD is not such a bad place to be . . .

Especially at current prices.

]]> http://seekingalpha.com/article/70664-farmers-wise-corn-planting-decision-when-less-is-more?source=feed#comment-134545 134545 Tue, 01 Apr 2008 11:03:43 -0400 Having worked in the Iowa corn and bean fields growing up, traded commodity futures as a teen and now working with a fund in New York lets a fella see the whole cycle.]]> http://seekingalpha.com/article/70664-farmers-wise-corn-planting-decision-when-less-is-more?source=feed#comment-134478 134478 Tue, 01 Apr 2008 08:10:28 -0400 http://seekingalpha.com/article/70169-pacific-ethanol-build-ahead-is-a-manufacturing-strategy?source=feed#comment-133096 133096 Fri, 28 Mar 2008 13:36:55 -0400
The article tries to tell a story but there are no numbers. That's because they're all bad, so bad. The bottom line is that these guys are burning (and mishandling) too much cash to explain away.]]> http://seekingalpha.com/article/70169-pacific-ethanol-build-ahead-is-a-manufacturing-strategy?source=feed#comment-132548 132548 Thu, 27 Mar 2008 14:47:15 -0400
I'm worried that the move to supplement oil with ethanol has all been handled wrong. 1) big oil is reluctant to add 10% - 85% to make their fuels flexible, because they would give market share to ethanol companies - shame on big oil. 2) we need to "switch" to switchgrass or other celluosic material as the feed source (instead of corn), which would make things more palletable, efficient, profitable for everyone. 3) Forget the stupid hybrids, they are so five minutes ago, the auto industry needs to switch to plug-in electric cars that can compete with current car technology (i.e. 300 miles to a charge, 0-60mph in 6 seconds). I know we have the technology, industry moves way to slow. 3) we should highly supplement coal, and other dirty energy with flexible fules (i.e. ethanol, natural gas, etc) to power the big electric generating plants. This would not ONLY be a win for ethanol, but everyone. ]]> http://seekingalpha.com/article/70169-pacific-ethanol-build-ahead-is-a-manufacturing-strategy?source=feed#comment-132543 132543 Thu, 27 Mar 2008 14:44:17 -0400