Gunslinger

26 Comments

    • Prisma Goes Contrarian on Potash Industry [view article]
      Except for the fact that the EuroChem and Rio plans have been baked into the industry for a while now. Nothing new announced there, contrary to that "research." Aug 05 03:39 PM
    • 4 Stocks in Trouble [view article]
      This was a good technical call, but horrible stock picks (MOS and CF). No way are the Ags (Ferts) going to tank, or even lag over anything resembling medium-term or longer. The market is not going to let these prices go back to 2007 levels. These companies are going to make up the ground they lost recently, and the ones that look the worst technically are the ones that have the most upside to gain back. You're only going to find yourself selling at the lows and hating yourself. Hell, not only did MOS and CF rip back up over their 50DMA today, they closed over their 20EMA!

      The market darlings (ferts, coal, steel, oil/gas services, drybulk, et al) have serious fundamentals behind them, and no prospects of slowing. This isn't like trading technicals on the INDU, SPX, QQQQ, DBA, DBC, etc.

      FWIW, buying the hot stocks on dips to/near their 20EMAs has been an unreal technical trading strategy this year. IMO, the trade now is buying calls on the above situation. The gains and accuracy % have been unreal. I could list the major watch names if anyone expressed interest (probably similar to the author's).       May 28 07:48 PM
    • First Solar's Future: Bright or Dim? [view article]
      $305 and climbing @ 8:01 Apr 30 09:02 AM
    • First Solar's Future: Bright or Dim? [view article]
      $300? Apr 30 08:50 AM
    • Increasing Ethanol Demand and the Likely Price Implications for Corn [view article]
      Scratch that 20%. The report table was printed backwards. This year was actually 10%.

      Corn to trade even higher...       Apr 28 10:24 PM
    • Increasing Ethanol Demand and the Likely Price Implications for Corn [view article]
      USDA came out with corn 20% planted so far. Ahead of estimates, although still way behind normal of course.

      Today's move should be reversed tomorrow (corn to drop / beans to gain).       Apr 28 05:02 PM
    • Baird Likely Underestimating Bucyrus's Profitability Potential [view article]
      Good CALL! Apr 28 04:56 PM
    • Potash, Mosaic Are Looking Fertile [view article]
      N Apr 28 04:55 PM
    • Potash Should Jump on Massive JPMorgan Estimates Boost [view article]
      JPM is eating the old-school analysts' lunch. I've been impressed with their calls I've seen in the last year. Apr 25 08:31 AM
    • Three Potash Producers Benefitting from Rising Prices [view article]
      Shouldn't take a rocket scientist to figure out which one...

      Which one had their earnings and conference call yesterday?
      Which one has the highest earnings off which to base PE?
      Which one would that not represent a price jump of 150 or 250% on?       Apr 25 08:29 AM
    • Options Traders Call Potash the "New Crude" [view article]
      May 220s... closed @ 14.30

      Well over a double in 3 days.       Apr 22 09:35 PM
    • Move over Visa, Intrepid Potash Is the IPO of the Year [view article]
      Better play, if you can trade Int'l.

      UKRA.IL

      Much more swallowable valuation on the pure-play, but comes with some government intervention. Just announced $1000 Asian spot, as expected.

      (long)       Apr 22 08:25 PM
    • Options Traders Call Potash the "New Crude" [view article]
      Only took one week...

      $1000 potash from Uralkali (as previously noted) - although inclusive of freight.

      "The new price level in Asian markets will be $1,000 a metric tonne cost and freight for Standard MOP."
      www.forbes.com/markets...

      UKRA.IL (long)       Apr 22 08:18 PM
    • Options Trader: Monday Outlook [view article]
      I will wager a lot on which one of us is more knowledgeable on the climate.

      About that "peak oil..." How much has been discovered this week alone? And finally someone with a brain has figured out how to speed up the process of oil creation - dramatically!

      www.tiftongazette.com/...       Apr 17 08:02 PM
    • Options Traders Call Potash the "New Crude" [view article]
      1. About those May 220s - On my watch list all day. Traded over 17,000 calls today, while the open interest was under 1000 prior. Ding ding.

      2. Volitility is because of earnings April 24th. The street cannot keep up with the numbers of this company (and because they would be viewed as crazy by outsiders if they publicly tried).

      3. HA HA HA Carter Worth. You're quoting him from that Fast Money gig last night? His mind can't handle earnings growth. His expertise lies elsewhere. You must have seen his pan on GOOG during the analyst interview. Great call on GOOG Carter!

      4. Also, DSX Lover - if you can't see potash prices rising next year, you need to do a lot more research on supply & demand. In fact, any research would be an improvement. Belorus head already said that he sees $1000 soon. I'll let you figure out if that's an increase or not. By the way, what is POT's existing PE? Using trailing #s would be quite silly, or you'd have to say that POT's growth rate is well over 100%. Which would make the PEG ratio what?       Apr 17 07:45 PM
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