BlueDog

http://www.bluedogonwallstreet.blogspot.com

57 Comments

    • ON: Thu Oct 2nd 13:01 PM
      Commented on:
      The Market Hates Mosaic: Phosphates Not Up to Snuff
      I bought today, Mark. This market is nuts.
      View article »
    • ON: Tue Sep 30th 19:17 PM
      Commented on:
      What's Brewing Between China, Vale, and the Baltic Dry Index
      Nice synopsis of the situation. It would have been nice to have heard your thoughts on probable outcome.
      View article »
    • ON: Fri Sep 26th 19:54 PM
      Commented on:
      Taking a Risk - With 20% Yields
      I'm hoping for a post-Olympic turnaround for the drybulk shippers, via EXM. BDI has been in a real free fall right now. PEG on EXM is .13! Good luck on SBLK!
      View article »
    • ON: Thu Sep 18th 18:46 PM
      Commented on:
      Hedge Fund Tracking: Moore Capital Management's 13F Filing
      I'm also long nat gas via XTO and UNG. This should be a good trade into the Fall.
      View article »
    • ON: Wed Sep 17th 21:03 PM
      Commented on:
      Oil May Trade in the $80-100 Range for a While
      Nice post. Of course, geopolitical events could take oil much higher in the interim.
      View article »
    • ON: Wed Sep 17th 19:40 PM
      Commented on:
      7 Attractive Dividend Stocks
      I would add EXM to the list. 7.6% dividend. .18 PEG. EXM, a shipping company, engages in the ownership and operation of bulk carrier vessels. The company provides seaborne transportation services for dry bulk cargoes, such as iron ore, coal and grain, steel products, fertilizers, cement, bauxite, sugar, and scrap metal. With the Olympics over, China should start ramping up its import of coal, steel, etc. With EXM, you get attractive yield plus a good shot at attractive price appreciation (from this level).
      View article »
    • ON: Mon Sep 15th 20:39 PM
      Commented on:
      Top Eight Media Stocks
      Good luck on your GOOG short. I bought more today.
      View article »
    • ON: Mon Sep 15th 14:41 PM
      Commented on:
      Why Buy High Yield Bond Funds?
      The junk bond ETFs you cite above all have yields between 8-10%.
      View article »
    • ON: Sat Sep 13th 22:22 PM
      Commented on:
      The Test of Wills at Boeing
      "Unions nearly always want their "fair share" when times are good, never wanting to give anything back when times are poor."

      So true.
      View article »
    • ON: Fri Sep 12th 18:53 PM
      Commented on:
      How Natural Gas and Oil Prices Are Linked
      Great article, especially the forecast of LNG pricing. I'm in XTO and UNG, and also like CHK.
      View article »
    • ON: Fri Sep 12th 14:39 PM
      Commented on:
      Avoiding Doomed Sectors, Redux
      I think your colors are mixed up. Hotels/Gaming, Air Transport, and Homebuilding are all in the "green zone". I think the red zone equities are those you wish to target, right?

      I agree with you that need to look at the sector in general as well as the individual stock. Good article!
      View article »
    • ON: Fri Sep 12th 14:00 PM
      Commented on:
      Attention Locusts: The Party Is Moving to Merrill and AIG
      I love the locusts analogy. It's so fitting! I think it's a healthy part of the bottoming process. The market wants a few big names to fall before it gets the sense of relief it needs. Perception is the rule of law in this market.
      View article »
    • ON: Thu Sep 4th 18:40 PM
      Commented on:
      Sarah Palin: Wall Street's Candidate
      What a ridiculous article. Hopefully you spend more time researching your investments than you do your political candidate.
      View article »
    • ON: Thu Aug 28th 20:01 PM
      Commented on:
      Beacon Power: My Top Stock Pick for 2008
      Phillip, I'm curious how you respond to The Street's review of BCON. I pulled this off an article entitled "Six Alt-Energy Stocks That Could Go to Zero":

      "Beacon Power (BCON): Beacon Power makes energy storage devices that use the flywheel-based technology. The financials at this company are deteriorating at an alarming rate. Recently, Beacon reported a first-quarter net loss of $5.29 million, vs. a net loss of $3.09 million a year ago. Revenues for the first quarter plunged sharply to $20,000, vs. $393,000 last year. That’s a drop investors shouldn’t ignore.

      The company continues to dilute shareholders by issuing new stock to raise capital. If the company was accelerating revenues at the same time, then the new stock issues wouldn’t be such a problem. However, that just isn’t the case with Beacon. The company’s burn rate of $5 million per quarter and only $25 million in cash on hand is another serious red flag. That only gives them enough cash to operate for a year and forces them to raise more money to survive. The short sellers are leaning on more than 17% of the float in this stock, and I think they will be right.

      The financials on Becaon speak volumes: market cap $117 million, revenues of $1.02 million, EBITDA of -$16.24 million and quarterly revenue growth of -94%. There’s no “beacon of light” at Beacon Power. I am giving this stock a one-way ticket to zeroville."

      Source: www.stockpickr.com/pro.../

      Thanks,
      BD
      View article »
    • ON: Fri Aug 22nd 21:15 PM
      Commented on:
      Goldman: Readying Short Position Initiation Sequence
      Why short GS when there's easier prey to be had, e.g. HBC (under 200 and 50 DMA with declining RSI and MACD)? You're fighting 5 months of support at the $160 line. Risk-reward seems lower than some of the other financials. Good luck in the trade, though. Hope it works for you.
      View article »
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