Intrepid Potash (IPI)

All Comments on IPI

  • commenter
    User 44928
    Aug 17 04:41 PM
    On Visa and Commodities: An Addendum [view article]
    I think oil is going to $100...what a great time to build a position in ng. Reply
  • commenter
    KnightOwl195
    3
    Aug 17 04:09 PM
    On Visa and Commodities: An Addendum [view article]


    Vwinner statement on July 1, 2008

    "In closing- both companies are great companies to own- and both have proven to be very resilient (and CLOSE to recession-proof). MA will continue to do well but V will do better and better over time. Both companies report at the end of this month- but I truly believe that this earning's report will mark a decoupling of V from MA. Check back one month from today to see if I was right. "
    Written by V Winner at 11:49 AM
    Tags: Visa Verses MasterCard

    Vwinner statement after V Q2 earnings:

    "1. MA results really shook V holders up- as MA has been touted all along as having the 'better valuation' and being 'cheaper'. If you go back and read my post "V decouples from MA"- you will see that I discussed the Amex settlement. I was actually in shock that analysts didn't account for that- but this shows us why we must do our homework. Minus the settlement charge- MA's numbers would have been respectable- and I am also surprised that more investors don't see that as well."

    Just gets to show you that we all make mistakes> That means everyone!!
    Reply
  • commenter
    KnightOwl195
    3
    Aug 17 03:54 PM
    On Visa and Commodities: An Addendum [view article]
    Interesting you would say about my statement to be careful about V supassing MA when you had a post in July stating that V is better than MA. Here is your quote from July 1, 2008 on your Visa blog:

    "Most of you following V have also followed MA and seen how V track's many of MA's movements. (AXP and DFS are true credit cards- and have to contend with an enlarged set of difficulties). Most of you have heard over time from a number of pundits including Jim Cramer, and Fast Money- that MA is a 'better' or 'cheaper' play. As you will see in coming months- they will be proven wrong for a number of reasons. While their argument may have been valid- the validation of their viewpoint is based on a number of factors which are changing rapidly."
    Anyone that is interested in the full article you can go to:
    www.visawinners.com/20...
    Reply
  • commenter
    KnightOwl195
    3
    Aug 17 03:30 PM
    On Visa and Commodities: An Addendum [view article]
    Nice to see your 2008 expectations of V are more realistic than a few months ago. We all can learn. Keep it up!! Reply
  • commenter
    KnightOwl195
    3
    Aug 17 03:24 PM
    On Visa and Commodities: An Addendum [view article]
    Oh, you are getting better, too. Keep working on it. You will reach your goal. Nice to see you are working, too. Reply
  • commenter
    KnightOwl195
    3
    Aug 17 03:21 PM
    On Visa and Commodities: An Addendum [view article]
    I disagree that commodities will take that long to come back. Since we both cannot predict the future only time will tell who is right. Have commodities hit a bottom? Hard to say. But again it is immaterial to me. Commodities will be back before the end of the year. That is my opinion. Besides, whether it is this year or next is fine with me. I know I will make money. And I feel sooner than later. Thanks for the post. Reply
  • commenter
    User 172125
    Aug 17 03:05 PM
    On Visa and Commodities: An Addendum [view article]
    Wilking- do you believe in "Change" as well?

    Let's talk about change- how about a repealed cap gains tax cut to make your investing life even more difficult? Does that sound good to you?

    How about a tax increase to penalize you for making money in the first place- does that sound good to you?

    Great solutions right now- increase taxation on the small percentage of people that actually fuel job growth- and penalize people for making investments- just what we need!!

    You and 'down at 3500' fit well together.

    Reply
  • commenter
    User 189906
    Aug 17 02:14 PM
    On Visa and Commodities: An Addendum [view article]
    Good advert re: Olympics regarding Phelps and Visa.
    Val in the UK     Reply
  • commenter
    willking
    Aug 17 02:02 PM
    On Visa and Commodities: An Addendum [view article]
    Blame your buddy Bush for the problems you refer to. Don't blame Frank. Reply
  • commenter
    User 172125
    Aug 17 11:46 AM
    On Visa and Commodities: An Addendum [view article]
    Frank- At least you found a cohort in the first person to post a comment to your article- "Dow's destination 3500-4000" and "stolen oil from Iraq"-

    Great comedy! I suppose you believe in the Mayan calenar and that the world is coming to an end in 2012?

    As far as stolen oil from Iraq what a joke... You must be a believer in "Change"- a bumper sticker voter. Iraq is sitting on close to a 100 billion dollar's of excess cash and we can't even get those barbarians to pay for their own security. People forget that we have done them a favor- and even they are too stupid to recognize that we delivered them from enslavement. I'm so sick of idiots that hate our country. Why don't people like you just leave- go live in a socialist country for a while if you don't like America.     Reply
  • commenter
    User 172125
    Aug 17 11:36 AM
    On Visa and Commodities: An Addendum [view article]
    Frank- good to see you back at work- and hopefully we can keep this a positive forum for exchange of data.

    A few things- I would be careful making the claim that V will surpass MA. MA has a small float and will continue to prosper. People forget that other than the Amex (AXP) settlement MA's numbers were not bad at all. The problem with blowout earnings quarter after quarter people's expectations are unrealistic- which hurt MA.

    As far as V- no stock is immune to a bear market especially when misunderstood by over half of the investing community. More than being tarred with the 'financials' brush- V is being hurt by fear of a global econ slowdown- which, in the end- will not impact V's bottom line significantly (as we watched recently). I too believe that V will develop its second wind this year.

    As far as the comm/metals/oil space goes- yes- I have been saying all along that LONG TERM- it is crucial to get involved. The post 2010 era will be all about resources. But Frank- without beating the past to death- you were recommending these sectors at the top of the market when I was warning people that they should take profits or avoid making new investments in them. You are also making a mistake right now - as there is still room on the downside and the bleeding has not stopped yet.

    For example, many metals stocks are increasing- and will continue to outstrip demand for some time- regardless of how much they have corrected. Natural gas is a another prime example as the recent dramatic increase in drilling efforts will soon be flooding the market with a significant over-supply. Ag stocks- and stocks in general don't trade purely on fundamentals. While the valuations of Potash and Mosaic may look great on paper these plays are out of favor with institutional money right now- and it is not retail online accounts that move mountains. In other words- your thesis is correct, but- once again- your timing is off.

    This is the time to do your homework to sift out the absolute best of breed plays- and, in some cases, begin building a position. BUT- there is still room on the downside. Oil could bottom out at 100$ and gas has another buck or two per MCF. Your ag stocks may have another 20% before this is over. Opec will eventually reverse course and cut production, and of course further difficulties with Georgia (the country), a hurricane here or there- and a few other supply issues could create a price spike. But, reality is that domestic and global demand has slowed down quite a bit and the majority of speculative positions have been unwound and are also out of favor with institutional money (the main driver of the market).

    So, in closing- we have some time- but you are partly right. Now is the time to do your homework- track your selections and even move slowly into the market. Do not forget you can lock in a price without tying up as much capital by picking up some 2010 Leaps- or start small and work your way into a position over time- now is not the time to go 'all in'.

    Some of the great South American Stocks (comm AND banking) are beginning to shape up as buys right now as well. Its funny that you have picked these topics as I have addressed all of them on a few of our blogs:

    Visa: www.visawinners.com

    South American Comm Plays: www.southamericanstock...

    The importance of resources going forward:

    www.virtualwallstreet....

    Keep it up Frank- you are improving- and your timing is getting better.     Reply
  • commenter
    User 168245
    Aug 17 08:39 AM
    On Visa and Commodities: An Addendum [view article]
    I'd like to agree with almost everything here. However, while I am long two oil stocks and a potash producer, I no longer feel that the small investor can count on the market or the government for accurate data on which to base a decision regarding commodities. Furthermore, I cannot predict or evaluate what a Congress will do regarding subsidies or tax incentives (look at the current lack of support for solar energy by the Democratic legislators; who could figure their stance when that very topic is a plank in their party's presidential hopeful?)
    The longer I am at this the more confused I get about how to do due diligence because I do not know whom to trust for data; so,investing has become a a crap shoot. (I am long because I got stuck and therefore hoping for a return to 140 oil so that I can get my ass out in one piece.)     Reply
  • commenter
    User 244491
    Aug 17 06:30 AM
    On Visa and Commodities: An Addendum [view article]
    At least one of few investors who puts his money where the mouth is.
    Good luck with VISA you might be right to wait and see or as you say to bail out at 80$.
    I just want to bring my attention to the fact that DJIA will soon get back to 10000 then immediately 9000.
    Next year even 7500-8000 might be considered too high as final destination for the Dow Jones is 3000-3750.
    If you think VISA will be unaffected,think again.When markets crash,as everybody knows,the best companies crash first,this how bear markets work.
    Regarding war with Iran that is going to happen after elections or in October-November as America needs another Oil/Gas supplies after stealing it already from Iraq,your scenario about commodities is right with one exception,in the last war with Iraq in 1991 and before in with Iran 1973 the prices rised quickly followed by crash.I expect it will be the same again,buy now on rumors Oil/Gas/Gold/Silver etc., then sell after short time after the news and go short.The spike in Oil I don't believe in the event of war will be above 145$ but be careful it may be higher,then go short for longer time,cover your shorts again at 115-100 per barrel.
    Good luck.     Reply
  • commenter
    DonaldRay
    Aug 16 05:03 PM
    The Commodity Comeback: Sooner Than You Think [view article]
    I think a reality check is in order NYMEX.COM Reply
  • commenter
    Realsit
    Aug 16 01:27 PM
    The Commodity Comeback: Sooner Than You Think [view article]
    Has anybody looked at the population bubble lately:
    www.ohiopeakoilaction....
    www.paulchefurka.ca/Po...
    I don't think commodites will really stop rising until the population bubble pops.     Reply
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