Tim Plaehn

http://timplaehn.com
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155 Comments

    • Sun Jun 29th 10:49 AM | Rating: 0 0
      Commented on:
      The Bursting of the Non-Bubble?
      Excellent comparison. Not to mention of how many of the "tech" companies were complete frauds, going public just to milk investors. Most financials are established companies that have made bad decisions.
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    • Tue Jun 24th 08:30 AM | Rating: 0 0
      Commented on:
      Corn, Ethanol and Water
      I listened to the VSE investor conference from Thursday. They are getting $3.45 per gallon for their ethanol! A majority of the gas in many parts of the country require 10% ethanol blend to be due to new formulation methods to reduce costs.
      View article »
    • Mon Jun 23rd 08:41 AM | Rating: 0 0
      Commented on:
      The Gold-Oil Ratio Approaches All-time Lows
      Ditto, in the past did gold rise or oil fall at the ratio lows?
      View article »
    • Sun Jun 22nd 19:59 PM | Rating: 0 0
      Commented on:
      Aircastle In Fine Shape; Fears Appear Unfounded
      Thanks, I will take a look at AER.
      View article »
    • Sat Jun 21st 14:19 PM | Rating: 0 0
      Commented on:
      The (Non) Crash of 2008
      Secmaven, where does that info come from?
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    • Sat Jun 21st 10:26 AM | Rating: 0 0
      Commented on:
      PotashCorp and Mosaic: Get Your Orders Ready
      What will happen to the fertilizer companies when the millions of farm acreage now underwater up and down the Mississippi valley do not get fertilized this year. If these farms typically have $50 per acre of fertilizer, you are looking at $100's of million of lost sales. I do not think the market. Which companies are going to eat these lost revenues and continue to grow profits?
      View article »
    • Sat Jun 21st 10:15 AM | Rating: 0 0
      Commented on:
      'The Time to Buy Financials' Is Still Not Now
      There are well run regional banks out there with PEs below 5 and yields over 6%. I know earnings may take a hit, but how much and what is the upside on good news? I own some financials and have been adding to the positions over the last few days. Looking for doubles in the stocks over the next year plus dividends.
      View article »
    • Thu Jun 19th 18:09 PM | Rating: 0 0
      Commented on:
      Buy Opportunities Like These Do Not Come Along Very Often
      Thanks for the info on CTBK, I am considering buying more here below $10. Still kind of fishing for a bottom.
      View article »
    • Wed Jun 18th 14:14 PM | Rating: 0 0
      Commented on:
      Buy Opportunities Like These Do Not Come Along Very Often
      Headwaters had years of profitable growth before they were forced out of the Section 29 synfuel business by government rule changes. The company appears to have a plan to develop new technologies and I started discussing the stock at a price near where it is today and hold a profitable position at this time. The next few quarters should tell whether management can follow through on their plans.
      View article »
    • Fri Jun 6th 11:10 AM | Rating: 0 0
      Commented on:
      Regional Banks: Defining the California Ratio
      How about a chart showing the CA ratio of some of the CA regional banks?
      View article »
    • Fri Jun 6th 10:03 AM | Rating: 0 0
      Commented on:
      Agriculture Investing: Wall Street Down on the Farm
      So what is the cut of the top for those selling these funds? Managing assets in the food cycle is significantly more difficult than mortgages, and we can see how well these hot money funds did there.
      View article »
    • Wed Jun 4th 09:25 AM | Rating: 0 0
      Commented on:
      Is Libor Dead?
      So what happens to my ARM contract pegged to LIBOR?
      View article »
    • Sat May 31st 15:16 PM | Rating: 0 0
      Commented on:
      Is it Worth Trading Foreign Pink Sheet Stocks?
      I go here as a great source of information on ADRs:
      www.adrbny.com/home_un...
      As an individual investor I would definitely try to stay with sponsored ADRs.
      View article »
    • Wed May 21st 09:35 AM | Rating: 0 0
      Commented on:
      Are We at the Bottom of the Ethanol Barrel?
      A couple of notes:

      I Brazil the minimum amount of ethanol in gas is 20% and fuel stations all also offer 100% ethanol fuel.

      IMO the crush spread is now controlled more by ethanol prices than corn prices. The spread will stay between $1.00 and $1.50 per bushel and corn will fluctuate with ethanol. Ethanol production controls about 30% of the corn crop and will stop buying if their spread narrows, causing corn prices to fall. Corn could still fall, widening the spread of there is too much corn, but corn prices will not be able to overwhelm ethanol pricing for any length of time.

      The U.S. is steadily moving to a point were all gas is 10% ethanol. The economics just make too much sense. That works out to about 18 billion gallons per year, double current production. At this time, there are no other viable sources besides corn and a few other grains like barley. Brazil could provide 500 million gallons max without out a serious, and expensive, ramp up of their production.
      View article »
    • Tue May 20th 09:10 AM | Rating: 0 0
      Commented on:
      Frontline's a Buy Heading into Earnings
      A conservative way to play FRO is SFL. Ship Finance was spun off by FRO a few years ago and has first call on the revenues of many of FRO's ships plus a portion of the profits. Steady dividends are the plus vs. the fluctuation of FROs payouts.
      View article »
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