FUD Forum Topics
- All Comments on FUD
- General Discussion on FUD
- Agriculture: Are There Still Bulls in the Supermarket? [view article]
- Why I'm Committed to the UltraShort Financials ETF [view article]
- Inflation: Tears in Your Coffee [view article]
- Pork Demand is Hog Wild While Supply Squeals [view article]
- As U.S. Demand for Coffee Lags, Will China Come to the Rescue? [view article]
- Corn, Ethanol and Water [view article]
- As Corn Prices Shoot Up, Ethanol Margins Turn Negative [view article]
- Orange Juice Derivatives Look Sweet [view article]
- Agricultural Commodities: High Prices Here To Stay? [view article]
- Agriculture Update: Corn, Soybeans and Rice [view article]
- How To Burst the Rice Bubble [view article]
- UBS Joins ETN Marketplace with Eight Fund Launch [view article]
loading ...Recent FUD Articles
- Agriculture: Are There Still Bulls in the Supermarket?
- Inflation: Tears in Your Coffee
- Why I'm Committed to the UltraShort Financials ETF
- As U.S. Demand for Coffee Lags, Will China Come to the Rescue?
- Hey, We Found Corn!
- Bearishly Bullish on Corn
- Corn, Ethanol and Water
- Pork Demand is Hog Wild While Supply Squeals
- The CPI for Breakfast: How Does it Taste?
- Calming Proposals for Volatile Ag Markets
- Full List of Articles »
2
Agriculture: Are There Still Bulls in the Supermarket? [view article]
As for the criminals, Nancy Peloser, and her gang will get em, unless they raise the tax on their profits, then it will never end. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
Doyle from Potash needs to step up and deliver a knock out punch to these criminals/manipulators who are playing with his stock price. He's killing the shareholders and its time he step as CEO and DELIVER! ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
I was in SKF in 130's, out in 170's a few weeks ago. I count myself luck, this stock is as much a bet as the slots in Vegas or other ETF's like USO and DUG. Its just betting. SKF is fighting the FED and the Congress and the banks who are working their way out of this mess.Ask someone who recently bought skf at >130 and ask them if they are happy. Reply
l
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Amen, Dad! My only question is about natural gas prices & Mosaic cost of producing Nitrogen... Will it have that much of an effect?Good article all said & done! I really like MON & BG for the long term... By the way BG is really based in St. Louis too! Reply
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Potash should be 250+ right now. The sell-off was a joke and was criminal. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
actually. POT's guidance for the full year is 12-13 USD. Comments from the CEO:``I don't see any downturn in our business,'' Doyle, 58, said today on a conference call. ``We see a lot of pricing momentum in our business. We don't see a peak.''This is one of the best management I ever met. I think the recent pullback creates an opportunity to buy back again ferts and commodities. Inflation is far from being over around the globe. And although gasoline inventories are starting to show a build up, Crude inventories suggest that the "Peak Oil" theory is still alive.
Very Good Article.
Reply
2
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Right DAD08. Replyvestor
Agriculture: Are There Still Bulls in the Supermarket? [view article]
Tough call here, but I think it is a good idea to be taking a breather here from the ag group. Oil has dropped significantly, so has gold. POT, for example, reported phenomenal Q-2 results, but it is starting to hit resistance trying to break the $210-220 level. One might think the stock is cheap right now considering the company expects to earn an annual $9.50 - $10.50 EPS. That would give the company a P/E of about 20 at $200 a share. the question is if the market is willing to bid this stock up to let's say P/E 25 ($260 stock price) based on the company's current full year guidance. Maybe, but I think there is also a possibility that fertilizer products such as Potash might experience similar downward price pressures as many other agricultural commodities have recently. ReplyAgriculture: Are There Still Bulls in the Supermarket? [view article]
I do not agree with the fertilizer companies (AGU, POT, MOS, CF, SQM) being associated with commodities. This group should have nothing to do with how commodities trade- however it seems the market still groups the fertilizer companies with the commodity groups. What we are dealing with here is simple- SUPPLY and DEMAND.I also must say- the group has NOT traded with a "nearly uninterrupted climb"-- There have been quite a few steep/sharp pullbacks which shake out short term players. It is important to note that each and every one of these pullbacks has been a tremendous opportunity to initiate a position or add to an existing postion- this is no different. Use this pullback to create a postion or add to an existing postion. MOS and CF report next week followed by AGU- I would bet we see a rotation back to what has worked in this market and an exit of the bear market bounce in financials.
Best of luck to all.
Disclosure- Long CF, SQM, AGU calls
Reply
Editor
Inflation: Tears in Your Coffee [view article]
The table's been corrected ... ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
Ames Tiedeman wrote: "SKF is a now a buy or near a buy. The financial mess is not over." The question is not whether the financial mess is over yet. The question is, will it be worse than people expect it to be. People already expect it to be pretty bad. The expectations are already in the stock prices. ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
The article was posted the morning after SKF made its all-time high above 211. Now it's trading 3 days later at 131. Have to have a strong stomach to ride it down $80 a share. Next time I might use this author's article as a contrarian signal :) ReplyWhy I'm Committed to the UltraShort Financials ETF [view article]
add this from CBS over the weekend...www.cbsnews.com/storie...
flashrob
On Jul 20 12:11 PM flashrob wrote:
> ...notice SKF on the chart...last two days...
>
> The only reason for the "financial sector" being UP this week is
> due to the SEC interfering WHILE THE GAME WAS IN PLAY...with THE
> SHORTS...
>
> ESSENTIALLY FORCING THEM TO BUY STOCK AND PROTECT AND DRIVE UP THE
> FINANCIAL SECTOR...
>
> this is SETTLING DOWN NOW...as EVIDENCED BY SKF hovering near 135-140
> the LAST TWO DAYS...
>
> AS THE "SHORT COVERING BASED RALLY OF THE FINANANCIAL SECTOR" PETERS
> OUT...and the Pros and Big Money ARE NOT STUPID ENOUGH TO THINK<br/>
>
> THE FINANCIALS HAVE GOOD INVESTMENT POTENTIAL...
>
> SKF will RECOVER and GO EVEN HIGHER!!!
>
> looks like we HIT BOTTOM...unless the Fed/Sec or someone CAN PULL
> ANOTHER RABBIT OUT OF THE HAT.
>
> SKF should start GOING BACK UP!
>
> finance.yahoo.com/q/bc...=
>
> flashrob Reply
Why I'm Committed to the UltraShort Financials ETF [view article]
...notice SKF on the chart...last two days...The only reason for the "financial sector" being UP this week is due to the SEC interfering WHILE THE GAME WAS IN PLAY...with THE SHORTS...
ESSENTIALLY FORCING THEM TO BUY STOCK AND PROTECT AND DRIVE UP THE FINANCIAL SECTOR...
this is SETTLING DOWN NOW...as EVIDENCED BY SKF hovering near 135-140 the LAST TWO DAYS...
AS THE "SHORT COVERING BASED RALLY OF THE FINANANCIAL SECTOR" PETERS OUT...and the Pros and Big Money ARE NOT STUPID ENOUGH TO THINK
THE FINANCIALS HAVE GOOD INVESTMENT POTENTIAL...
SKF will RECOVER and GO EVEN HIGHER!!!
looks like we HIT BOTTOM...unless the Fed/Sec or someone CAN PULL ANOTHER RABBIT OUT OF THE HAT.
SKF should start GOING BACK UP!
finance.yahoo.com/q/bc...=
flashrob
Reply
Tiedeman
Why I'm Committed to the UltraShort Financials ETF [view article]
SKF is a now a buy or near a buy. The financial mess is not over. A 85 point pullback in SKF is enough for me to get long SKF. This thing moves like a tornado. Watch it move vs. UYG. When UTG moves down 10 cents this thing moves up over $50 cents. Amazing. Reply