"Bonds are acting like the bond market is manipulated ... because it is," says Jeff Gundlach, as QE is far more of a put on Treasury prices (TLT -2.3%) than it is on stocks. A salve to bond bulls on a day when the yield on the 30-year is 14 bps higher, Gundlach says yields won't go on a sustained rise anytime soon because QE is going nowhere. A favorite of the bond bears, TBT +4.6%. [View news story]
TBT not good today? I have news for everyone I will hold this for 10 years and the current decay is a joke. Nobody rigns bells at the bottom or top, rates will go up I know this to be true, when well I have no idea and own the middle of the curve, so for me TBT is just a hedge.
Mosaic (MOS -2.8%) says it is deferring a project to add 2M metric tons/year of potash production capacity due to unfavorable market conditions. Also, MOS expects its recurring dividend per share to grow in-line with earnings, and says it favors repurchases over dividends to deploy surplus cash. It expects to meet updated liquidity and leverage targets within the next 12-24 months. (slide show) [View news story]
wow what a stupid market less product means higher margins, MOS and POT own this market and they like OPEC are turning the spicket off a bit, thats means higher price pts.
2 Stocks To Buy, 1 Stock To Avoid, What's Next For The Market [View article]
Teva is the buy in this group if you like to buy low and sell high? SA good contrian indicator for allot of companies. Teva has a branded drug Copaxone that they sell to much of "ironic" as its coming off patent in 2015, but they have a new three times week version that may steam the pain, still its a generic powerhouse and it will cycle through this issue, and they have pipeline drugs, some in phase III.
Teva Pharmaceuticals Is A Bitter Pill To Swallow [View article]
Oz where have you been they are buying back stock, I believ thay went hard to the basket today! LOL... this stock will sit at 48 by July in my humble opinion.
"Bonds are acting like the bond market is manipulated ... because it is," says Jeff Gundlach, as QE is far more of a put on Treasury prices (TLT -2.3%) than it is on stocks. A salve to bond bulls on a day when the yield on the 30-year is 14 bps higher, Gundlach says yields won't go on a sustained rise anytime soon because QE is going nowhere. A favorite of the bond bears, TBT +4.6%. [View news story]
got into the TBT last week and at the yield I will pay it and wait. I will own it and wear it for the next 10 years!
With free cash flow per share ratcheting upwards, Cantor Fitzgerald predicts Potash (POT) could double its dividend yield to 5.4% by 2015 as it initiates coverage with a Buy rating and $50 price target. POT is transitioning from investing in growth to returning capital to its shareholders as expansion initiatives wind down, the firm believes. [View news story]
Buy MOS instead or both, MOS will start share buy back program this year and could be a takeover target.
Teva Pharmaceuticals Is A Bitter Pill To Swallow [View article]
Teva has a strong pipeline but you don't like the stock long term, uhm? Odd! You have no more information on what pipeline drugs will or will not reach market than a palm reader. Go figure, Abt labs who had the same issue a few years back as Teva today is booming ahead and investors have snapped up shares, I think I read the same ABT SA type stories back when Abt traded around 43 too funny. I like teva only for the generic business over a 25 year time frame. Bet Teva beats S&P over the next 10 years.
Potash (POT) is scrapping its proposed takeover bid for Israel Chemicals, the fertilizer producer says in its Q1 earnings report. The takeover would have given POT control of the world's sixth-largest potash producer and boosted its share of forecast global production capacity this year to ~27%. Shares +1.7% premarket. [View news story]
Whiting USA Shareholders Are Going To Lose Half Their Money - Again [View article]
I ride the distributions dates and then use profits to buy WHZ now avg. in now around 14.07 as I have also bought some WHZ out right. Z has over 10 years left of distributions is hedged until 2015 and well is way under valued. Keeping my WHZ income until 2018 / 2019
The fertilizer plant explosion in Texas could prove a long-term benefit to some companies in the sector, since it could slow the building up of new nitrogen fertilizer capacity in the U.S. and provide a competitive boost to entrenched producers such as CF Industries (CF +3%), Potash (POT +0.8%) and Agrium (AGU +1.1%), Citigroup says. [View news story]
Pan American Silver (PAAS -7%) is downgraded to Market Perform with a $19.50 target price (from $30) at BMO Capital, as a lack of growth and high cost structure expose shareholders to downside risk in a declining metal price environment. The firm cuts its EPS and cash flow/share outlook 58% and 34%, respectively, to $0.74 and $1.55, well below consensus. Also, SLW -7.5%, HL -8.5%. [View news story]
These guys do this with a stright face MORONS! Maybe you step in and buy exposure here.
Low Potash Prices Not A Concern For Potash Corp. [View article]
I like POT and MOS, MOS said they will start to buy back shares after in May and could be a take over target, POT is a great long term hold if you can bear the ups and downs of high beta.
"Bonds are acting like the bond market is manipulated ... because it is," says Jeff Gundlach, as QE is far more of a put on Treasury prices (TLT -2.3%) than it is on stocks. A salve to bond bulls on a day when the yield on the 30-year is 14 bps higher, Gundlach says yields won't go on a sustained rise anytime soon because QE is going nowhere. A favorite of the bond bears, TBT +4.6%. [View news story]
Mosaic (MOS -2.8%) says it is deferring a project to add 2M metric tons/year of potash production capacity due to unfavorable market conditions. Also, MOS expects its recurring dividend per share to grow in-line with earnings, and says it favors repurchases over dividends to deploy surplus cash. It expects to meet updated liquidity and leverage targets within the next 12-24 months. (slide show) [View news story]
Teva: An Ideal Long-Term Pharma Stock [View article]
2 Stocks To Buy, 1 Stock To Avoid, What's Next For The Market [View article]
Teva Pharmaceuticals Is A Bitter Pill To Swallow [View article]
"Bonds are acting like the bond market is manipulated ... because it is," says Jeff Gundlach, as QE is far more of a put on Treasury prices (TLT -2.3%) than it is on stocks. A salve to bond bulls on a day when the yield on the 30-year is 14 bps higher, Gundlach says yields won't go on a sustained rise anytime soon because QE is going nowhere. A favorite of the bond bears, TBT +4.6%. [View news story]
A Pullback Creates A New Buying Opportunity In Goodyear [View article]
With free cash flow per share ratcheting upwards, Cantor Fitzgerald predicts Potash (POT) could double its dividend yield to 5.4% by 2015 as it initiates coverage with a Buy rating and $50 price target. POT is transitioning from investing in growth to returning capital to its shareholders as expansion initiatives wind down, the firm believes. [View news story]
Arcos Dorados (ARCO): Q1 EPS of -$0.03 misses by $0.08. Revenue of $976.9M (+6% Y/Y) beats by $16.52M. (PR) [View news story]
Teva Pharmaceuticals Is A Bitter Pill To Swallow [View article]
Potash (POT) is scrapping its proposed takeover bid for Israel Chemicals, the fertilizer producer says in its Q1 earnings report. The takeover would have given POT control of the world's sixth-largest potash producer and boosted its share of forecast global production capacity this year to ~27%. Shares +1.7% premarket. [View news story]
Whiting USA Shareholders Are Going To Lose Half Their Money - Again [View article]
The fertilizer plant explosion in Texas could prove a long-term benefit to some companies in the sector, since it could slow the building up of new nitrogen fertilizer capacity in the U.S. and provide a competitive boost to entrenched producers such as CF Industries (CF +3%), Potash (POT +0.8%) and Agrium (AGU +1.1%), Citigroup says. [View news story]
Pan American Silver (PAAS -7%) is downgraded to Market Perform with a $19.50 target price (from $30) at BMO Capital, as a lack of growth and high cost structure expose shareholders to downside risk in a declining metal price environment. The firm cuts its EPS and cash flow/share outlook 58% and 34%, respectively, to $0.74 and $1.55, well below consensus. Also, SLW -7.5%, HL -8.5%. [View news story]
Low Potash Prices Not A Concern For Potash Corp. [View article]