Opps Didn't get the Order

ESCO Technologies: Bound to Fall?

Silver Spring networks announced this morning their win of PG&E, so much for ESE's credibility and long term AMI prospects.

ESCO Technologies: Bound to Fall?

SSN just announced PG&E win, so much for ESE's credibility and their long term AMI rollout prospects.

Countering Greenberg's Report on Hanesbrands

Dan your comments are lacking any economic analysis -- talk dollars and cents, then try to prove to me the company is going to be able to cost cut (CAPEX spend) while paying down more debt.

ESCO Technologies: Bound to Fall?

With regards to the technology you may be correct - yet i think industry wide there is no debate that Silver Spring has better techonology then ESE.

Anyhow the point of this post seems to center around the potential for not winning the PG&E bid. Was told this past week that PG&E has a meeting this up coming week. Maybe there will be some color from the utility after the meeting. Either way if it turns out that SSN has won the PG&E contract, it would be a meaningful blow to ESE.

Risk/Reward of Owning REITs, Raymond James in this Boom Bust Cycle

A concerned investor - if a chance shot me an email.

Titan Machinery: Doesn't Anybody Look at Valuation?

Njord what is your email?

The Rise of Cotton, the Decline of Supply

Part one of the thesis is in place... GLG was right, I updated the spot price for cotton to reflect feb's increase and in return produced acerage count of 9.13 ) 3% margin of error from as reported.

Part two will be born out as supply/demand is shown throughout the world helping to bring down America's 9m bale inventory. America's stock is much more loose then the rest of the world.

Look for Thursday's export numbers, look for April 9th USDA report and get long may cotton below 71... and long dec below 79.

The Rise of Cotton, the Decline of Supply

2010 dec.

The Rise of Cotton, the Decline of Supply

Additionally, if you believe that 9.5m number out of the u.s. then why are you bullish on cotton? At that production stock-to-use ratio remains well above historic lows and any indication of tight inventory. In this case it took field research, farmer contact - lots of homework time - to come to a number. You'll notice in the next two months when official acreage report numbers are released that cotton acreage is below current NCC and USDA estimates.

The Rise of Cotton, the Decline of Supply

GLG - happy to send you the numbers...

[e-mail]

Shorting the Homebuilders as Their Stocks Surge

Having read only half the posts I think we are missing a fundamental point. The developers appreciated in price because there was demand for a massive glut of new homes, in addition due to fancy financings we created a system that allowed developers to inflate prices, which is why their stocks did so well over the past years.

The biggest result of the past 7 years is that we've now produced an incredible amount of new homes on the market and no longer have a system inplace to create artificial demand. New and now old supply (created by foreclosures) will leave the market with ample demand.

Resulting in a dramatic decrease in business for home developers - you'll see industry consolidation and then in enough time when the country sees real GDP growth or loose credit another housing market boom will take place.

But for now, buying home builders is a pure momentum play.