Dynamic Materials Corp. (BOOM)
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- 5 Stocks to Hedge Against the Falling Dollar
- Broadpoint Defends Dynamic Materials Following Earnings Letdown
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- Dynamic Materials is Booming
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General Discussion on BOOM
I may be wrong, but I do not think the future is bright for Boom. Inthe past, most of their explosion clad business was in materials that the traditional clad producers could not make. That has changed, and the expensive clad materials, such as titanium and zirconium clads can be produced by the mills for far less money. In addition, the mills have control over their raw material supply, which Boom does not. Boom will continue to be handicapped in lead times by this factor. The producing mills also pay a lot less for the raw materials than Boom does, as they themselves can produce or convert their own product. Roll bonding is always cheaper than explosion cladding. Long term, Boom will only get the business that the mills cannot produce. They no longer have the "quick delivery" advantage they have enjoyed in the past either. Just a few thoughts on the subject. Reply5 Stocks to Hedge Against the Falling Dollar [view article]
the author is trying to make a political point, but no one person and no one party is to blame. nor should they get credit for our collective actions. true, we americans are greedy and wasteful, but anyone from anywhere in the world would have done the same, given the opportunity. in fact, most of the people in america are from somewhere out there, so that kind of proves my point.americans have purchased a whole lot of things from the rest of the world at very cheap prices. clearly, that was very smart of them to buy while the prices were so low. they were unable to stop buying just because they ran out of money and had to borrow against their futures. the bargains were just too great to pass up!
now, that foreign goods are getting more expensive, we'll stop buying and sell more stuff to them, instead. hey, that seems like a good system. americans are really smart. buy low, sell high!
i bought ten pairs of shoes for a few bucks a piece at sam's last month. they should last me until my feet grow bigger. if they become more expensive in the future because the dollar gets weaker, i'm still set for life. in fact, i have enough clothes to last a lifetime, too. i also think my japanese car will last another 100,000 miles, at least. i've been driving it since 1993. bought it when cars cost less than twelve grand and it appreciated for years.
i feel fairly confident that foreign consumers, on the other hand, are just beginning their long march to larger homes with jam packed garages. since we all know what those foreigners are like and what they like, we can profit from that. they will be eating our burger king and mcdonald burgers with secret sauces, so they'll be getting huge and they'll need more clothing, larger homes, bigger cars and arterial bypass surgeries. after all, there are so many other things we can sell them besides action movies, cancer sticks and u.s. bonds.
maybe we should have lotteries abroad that cost maybe five euros a ticket. the winners can be given dollars or citizenship or a seat in congress, anything we don't care too much about these days.
Reply
5 Stocks to Hedge Against the Falling Dollar [view article]
I agree with Leedsichthys. This author needs to do some research--seems as if she is quoting "talking points" that have been out-of-date for months. Reply5 Stocks to Hedge Against the Falling Dollar [view article]
Oh yeah, but the point here is hedging against "the falling dollar."I disagree with the headline - I think the dollar has little if any room left to fall, and owning dollars right now seems wiser than owning euros, pounds, or yen. However, the point remains - in a weak dollar environment, where are the best investments? And the conclusions are correct - U.S. companies that compete with foreign companies are in better competitive positions because of a weak dollar. Manufacturers are a clear choice, be it Boeing, GE, Nucor, or (gasp) Ford or GM. Reply
5 Stocks to Hedge Against the Falling Dollar [view article]
"George W. Bush and his administration have been on a spending binge - mostly to pay for the wars in Iraq and Afghanistan."It's a nice talking point, but it's just not true. The Bush administration's spending record is atrocious even without war funding. Since 2001, DOD spending has roughly doubled, an increase of around $300B/yr. Non-defense spending, however, has increased during the same period by almost $600B/yr.
Facts are stubborn things. Reply
Editors
General Discussion on BOOM
Is this a buy or a sell? ReplyBrochstein
Small-Cap Growth: Analyst Coverage Discount? [view article]
That's a good point. I do tend to use high analyst ratings as a negative input, though WHQ didn't really have such strong opinion behind it. I think that there is a persistent investment arbitrage potential in buying the names that aren't so recognized and trading them out potentially when they become recognized. Replyinvestor
Small-Cap Growth: Analyst Coverage Discount? [view article]
Alan, the analyst optimism in WHQ would appear to be misplaced, at least in the short term, after the pre-announcement and lower guidance for the company. Your screen might be improved if a sell discipline was built. Maybe there's a "critical mass" of analysts at which excessive optimism is sure to result in underperformance. Given there's a finite number of sell-side firms with any real power over sentiment, there might be a trigger to sell when all the bulge-bracket firms cover a stock. (Note that I'm *not* suggesting that smaller-firm sell-side or independent analysts can't be more "right" than the big boys, just that they by definition they reach fewer people who actually follow their advice (blindly or not). ReplySmall-Cap Growth: Analyst Coverage Discount? [view article]
Well writen with brevity. Two thumbs up! ReplySmall-Cap Growth: Analyst Coverage Discount? [view article]
Well writen with brevity. Two thumbs up! ReplyEditors
Dynamic Materials: In the Growth Sweet Spot (BOOM) [view article]
Barry, great call on this stock -- talk about BOOM, it jumped 18% on the day after you recommended it here! Reply