Rentech Nitrogen Partners - Time To Take Some Profits [View article]
I agree a lot with your thoughts constantien, and natural gas is slowly coming back up to around 3.50, where it was 2.40-2.60 here just a couple months ago. Where as CVR Partners feedstock cost is pretty well set with the Pet Coke.
I do believe however that the poor crop yield may already be priced into shares.
Kraft Foods Spin-Off: Should You Buy Kraft Or Mondelez International [View article]
I trust Kraft as there is quite a bit of management that was there from the Phillip Morris days, which knows how to cut costs, increase revenues and dividends. I believe their new stocks will be much like how PM and MO perform currently.
Rentech Nitrogen Partners - Time To Take Some Profits [View article]
It's very difficult to predict a high or a low in any stock. If you are a long term holder for dividends (distributions) in this case, it may be worth holding on to regardless. It may also be worthwhile to slide over to UAN for 2013.
I may have not conveyed it the best, but I feel RNF is run up a bit higher due to published reports by reliable sources of information of yields in the 13% plus range, which isn't the truth! I believe RNF is a great stock, but I believe it is overvalued compared to UAN currently.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
Just read the article on STB, and that was a very misleading headline. Was the question ever answered if the author wrote the headline, or if it was SA?
However, I had no issue with the content of his article - it was mostly factual and he stated he was short. I feel like SA is responsible because you are not supposed to put Sensationalistic Titles in. They should have canned that.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
STON is 1/3 the market cap of RNF along with 1/3 of the volume. I could agree this MAY be the case for a small company with not much information about them, hence why penny stock articles can really move a stock.
However if I was hoping to move the stock quickly, RNF should have taken off immediately in the positive direction when I wrote my bullish articles about them in April and May, but it did not. I also wrote an article http://seekingalpha.co... about CAT hitting a double bottom on 9-4 at $82 a share and I bought the stock predicting an increase. Can I take credit for my article moving the stock to $94 yesterday? I wish I could.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
No, these stocks are extremely high beta, and I do not believe that SA articles can move stocks. I write based on the fundamentals of the stocks, which in the case of RNF were extremely strong at $23 a share, and not as strong at $38-40. Especially when you compare the value of RNF compared to peers (TNH and UAN), it now is close to overvaluing its peers.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
I also published this article http://seekingalpha.co... in mid May, when I doubled down after Dahlman Rose downgraded the sector for very poor reasons. Be patient, there will be another day with a solid entry point.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
Thanks for referencing my article! I am actually writing an article about RNF here in the very near future and it will be more bearish than my bullish history with them. I've made my profit, and its time to sit on the sidelines.
Exelon: Impressive Dividends Set To Continue [View article]
Great article about an abused utility here in Exelon. I believe the opposite, that generation costs will begin to increase and will help the bottom line. Long EXC and added more to my portfolio today.
RNF up to $34.34, UAN $25.60, EXC $36.15, BP $41.93. Note: I own PPL on a DRIP.
T was at $ 35.71 Today T is at $37.30 VZ was at $ 43.55 Today VZ is at $ 43.72
I have also collected healthy distributions from RNF and UAN ($1.17 and $.60 respectively, as well as the normal dividends on PPL, BP and EXC). I may have picked one loser in this article, but the other ones are winning big. Thanks for your followup comment.
Buy Caterpillar Today On The Double Bottom [View article]
I'm pretty confident that there will be a QE3.
I am definitely not ready to call a bottom to the indexes, and I truly do not believe there are too many good values out there currently. I currently have ~60% out in cash right now, but I do feel pretty strongly about CAT being at a good value to buy in at. If the stock would fall to $70, how crazy is a PE in the 6's? I'm not sure there are any other blue chips that are in that PE range, minus maybe some of the life insurance companies and maybe a bank or two.
Rentech Nitrogen Partners - Time To Take Some Profits [View article]
I do believe however that the poor crop yield may already be priced into shares.
Kraft Foods Spin-Off: Should You Buy Kraft Or Mondelez International [View article]
Rentech Nitrogen Partners - Time To Take Some Profits [View article]
I may have not conveyed it the best, but I feel RNF is run up a bit higher due to published reports by reliable sources of information of yields in the 13% plus range, which isn't the truth! I believe RNF is a great stock, but I believe it is overvalued compared to UAN currently.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
However, I had no issue with the content of his article - it was mostly factual and he stated he was short. I feel like SA is responsible because you are not supposed to put Sensationalistic Titles in. They should have canned that.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
However if I was hoping to move the stock quickly, RNF should have taken off immediately in the positive direction when I wrote my bullish articles about them in April and May, but it did not. I also wrote an article http://seekingalpha.co... about CAT hitting a double bottom on 9-4 at $82 a share and I bought the stock predicting an increase. Can I take credit for my article moving the stock to $94 yesterday? I wish I could.
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
12.78% Dividend Payer Rentech Nitrogen Partners LP Is A Perfectly Positioned U.S. Fertilizer Stock [View article]
Buy Caterpillar Today On The Double Bottom [View article]
Exelon: Impressive Dividends Set To Continue [View article]
Sell The Top 'Dogs' And Increase Your Dividend Payouts [View article]
What I did when I wrote this article is this:
Took my cash, and put it in the following -
39% RNF @ $23.55
24% UAN @ $20.20
20% EXC @ $37.40
17% BP@ $39.60
RNF up to $34.34, UAN $25.60, EXC $36.15, BP $41.93. Note: I own PPL on a DRIP.
T was at $ 35.71
Today T is at $37.30
VZ was at $ 43.55
Today VZ is at $ 43.72
I have also collected healthy distributions from RNF and UAN ($1.17 and $.60 respectively, as well as the normal dividends on PPL, BP and EXC). I may have picked one loser in this article, but the other ones are winning big. Thanks for your followup comment.
Buy Caterpillar Today On The Double Bottom [View article]
Buy Caterpillar Today On The Double Bottom [View article]
Buy Caterpillar Today On The Double Bottom [View article]
I am definitely not ready to call a bottom to the indexes, and I truly do not believe there are too many good values out there currently. I currently have ~60% out in cash right now, but I do feel pretty strongly about CAT being at a good value to buy in at. If the stock would fall to $70, how crazy is a PE in the 6's? I'm not sure there are any other blue chips that are in that PE range, minus maybe some of the life insurance companies and maybe a bank or two.
Buy Caterpillar Today On The Double Bottom [View article]