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Jerry R. Carter

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  • J.C. Penney And Kohl's Disappoint [View article]
    Retail sectors are interesting during the holiday season. Unless comparable companies can be monitored with guidance, portfolio diversification could be the only reason to own these stocks year-round.
    Dec 4, 2011. 11:52 AM | Likes Like |Link to Comment
  • Aeropostale To 'Air Mail' Q3 Pre-Holiday Earnings [View article]
    ARO has some potential. Currently it is well priced based on how the company has proven earnings in the past. If the market moves up into the holidays, "A rising tide raises all ships."
    Nov 30, 2011. 08:32 PM | Likes Like |Link to Comment
  • Digging Into Agriculture With Deere and Titan [View article]
    Finding quality farmland to purchase, land that demands top rent from farmers for investment return, is difficult to find in the Midwest. Many real estate agents are placing ads in local papers because they have buyers lined-up but have no listings. Listings are often sold before they are advertised.

    A new tactic we started to see last year locally goes like this: 1) Land for sale requires sealed bids by a certain date 2) Of those sealed bids, the top three will be invited in for a private auction 3) Top bidder of the top three takes home the land. ROI on the land is next to 3-5% if paid in cash and headed lower.

    Only fools pick tops and bottoms. I have not idea where it goes from here. National land brokers have websites: Farmers National Company is a good way to feed your curiosity of what is available.
    Dec 11, 2010. 11:43 PM | Likes Like |Link to Comment
  • Digging Into Agriculture With Deere and Titan [View article]
    The story is the same across rural sections of the US. Read my Instablog post on Silver and Gold. I mention Iowa land values in that article. Thanks prairiedog555.
    Dec 10, 2010. 11:39 PM | Likes Like |Link to Comment
  • Flowserve Turns on the Profits [View article]
    The small cap China stocks can be opaque on analysis in my opinion. I never seem to feel there is enough information to make an informed decision. NFEC has good profit margins and stellar returns on investment capital. The debt/equity is on the low side. They seem to be unwilling to take a risk by leveraging capital at this time. This would make sense in relation to the low price to earnings. NFEC’s market beta is near (4.0), so it should be a wild ride in either direction like most small caps. I am more inclined to look toward agriculture and water treatment in China.
    Dec 9, 2010. 12:38 AM | Likes Like |Link to Comment