Opps Didn't get the Order's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/158561/comments http://seekingalpha.com/article/86990-esco-technologies-bound-to-fall?source=feed#comment-217174 217174 Tue, 29 Jul 2008 07:32:33 -0400 http://seekingalpha.com/article/86990-esco-technologies-bound-to-fall?source=feed#comment-217173 217173 Tue, 29 Jul 2008 07:31:38 -0400 http://seekingalpha.com/article/82933-countering-greenberg-s-report-on-hanesbrands?source=feed#comment-216162 216162 ]]> Mon, 28 Jul 2008 00:01:00 -0400 ]]> http://seekingalpha.com/article/86990-esco-technologies-bound-to-fall?source=feed#comment-215355 215355
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.]]> Sun, 27 Jul 2008 00:05:27 -0400
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.]]> http://seekingalpha.com/article/84201-risk-reward-of-owning-reits-raymond-james-in-this-boom-bust-cycle?source=feed#comment-202924 202924 Fri, 11 Jul 2008 10:07:17 -0400 http://seekingalpha.com/article/83372-titan-machinery-doesn-t-anybody-look-at-valuation?source=feed#comment-200631 200631 Tue, 08 Jul 2008 11:24:08 -0400 http://seekingalpha.com/article/66398-the-rise-of-cotton-the-decline-of-supply?source=feed#comment-135656 135656
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. ]]> Wed, 02 Apr 2008 22:10:10 -0400
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. ]]> http://seekingalpha.com/article/66398-the-rise-of-cotton-the-decline-of-supply?source=feed#comment-121904 121904 Tue, 04 Mar 2008 10:00:25 -0500 http://seekingalpha.com/article/66398-the-rise-of-cotton-the-decline-of-supply?source=feed#comment-121194 121194 Sun, 02 Mar 2008 16:21:41 -0500 http://seekingalpha.com/article/66398-the-rise-of-cotton-the-decline-of-supply?source=feed#comment-121025 121025
strumwasser@gmail.com]]> Sun, 02 Mar 2008 00:10:28 -0500
strumwasser@gmail.com]]> http://seekingalpha.com/article/65791-shorting-the-homebuilders-as-their-stocks-surge?source=feed#comment-120514 120514
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.]]> Fri, 29 Feb 2008 01:03:29 -0500
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.]]>