chickenguy

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Sun Oct 5th 21:01 PM | Rating: 0 0
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Who's Benefiting from the Agriculture Bust?

What would you say to IBA--a Mexican chicken and egg producer that is debt free and cash rich. It has missed its earnings but attributed to "input costs". It pays a nice dividend. Unlike SDA it has not had any (known) currency bets. It has been well managed by a controlling family. I suspect that this may turn out to be an opportune time to grab some shares here. I have owned this company for several years.
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Sun Sep 7th 22:41 PM | Rating: 0 0
Commented on:
Paulson Rolls The Dice At Taxpayer Expense

Watch for the market to pop on the open, until people realize that this is a scam. Seize the opportunity to cash out and buy gold. The dollar is backed by bad paper.
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Tue Aug 19th 12:41 PM | Rating: 0 0
Commented on:
Seth Klarman, Meryl Witmer and Marty Whitman - Q2 2008 Portfolio Moves

IBA has only 50 M shares. It is a small gem of a poultry/egg/feed producer-distributer in Mexico. Dominated by a single family this is a modern company that is growing organically and by acquisition in an otherwise fragmented market.
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Fri May 23rd 16:39 PM | Rating: 0 0
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An Energy Policy That Makes Sense, Revisited

Dude, can't depend on Congress they are inept. clueless lawyers who generally have never worked in the private world. An Xprize of say 50M for a really efficient solar cell say 50% efficient might spur things along, in the meantime solutions are in current solar, and geothermal, while we wait for any nuclear to come on line. See Scientific America Solar issue Jan 2008.
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Thu May 22nd 10:23 AM | Rating: 0 0
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General Discussion on GME

how do I listen to the conf call?
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Sun May 4th 13:40 PM | Rating: 0 0
Commented on:
Hologic to Benefit from the Mammography Upgrade Cycle

Nice call
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