raman kandola

http://www.kandolamortgage.com
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    • Mon Mar 24th 05:57 AM | Rating: 0 0
      Commented on:
      Jane Jacobs on Why China and India Will Continue to Grow
      This two (2) countries would have more say, than what they have more than 50 years ago. Better analyze and study them for the future ! America's dominance in future would be against these up coming coutries like Brazil, China, India, Russia, etc.
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    • Mon Mar 24th 05:57 AM | Rating: 0 0
      Commented on:
      Agriculture: A Tale of Human Development
      POT is in a middle of a long cycle of long upward trend. The AG cycle would bring countries like India, China and Brazil for more production, as consumers demand would be more than the intake they had more than a decade ago.

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    • Tue Mar 18th 17:50 PM | Rating: 0 0
      Commented on:
      Bull Market Continues for Potash
      POT is a nice stock over all. I have been following this stock for the past 3 years. It has been great winner for me, over all. Just on stock persperctive, I have seen this stock move higher on the 4th week of every month. Or on the expiration week's we have the MM's holding the stock lower, for their further gain.

      Today was a good day to see how the MM's or Specialist did hold the stock lower, and get the max options pain for the option holder, and by simultaneously the short term stock trader.

      POT is riding a nice cycle wave who which would continue for the foreseaable future.
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    • Mon Mar 17th 07:57 AM | Rating: 0 0
      Commented on:
      The New Pillars of Inflation
      It is really a very convincing article, least to say. You have made some interesting points.
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    • Mon Mar 17th 07:23 AM | Rating: 0 0
      Commented on:
      PotashCorp to Benefit from Rising Phosphate Rock Prices
      Potash Corp. is the world's largest producer of a fertilizer known as potash. Potash is a potassium compound that is not synthetically produced, but mined from a few key locations around the world — Canada is a key producer.

      Prices for agricultural commodities are soaring. Corn prices are up +135% over the past five years, wheat prices are up +250% and soybeans are up +170%. One driver of that growth: surging demand for ethanol.

      Ethanol is produced primarily from corn in the U.S.; as the government mandates greater use of ethanol, corn demand has outstripped supply, forcing prices higher. In response, farmers are desperately trying to expand production, growing corn on larger tracts of land and reducing the proportion of their acreage used to grow other crops. That in turn has tightened supply for other grains and oilseeds — almost all agricultural commodities are now in tight supply.

      And in Asia, rapid economic growth and significant population increases are driving greater food consumption. As Asian incomes grow, protein and meat consumption are on the rise — livestock require large quantities of grain as feed. This demand is a second major trend powering growth in agriculture.

      One way to increase crop production is to fertilize more heavily. In addition, farmers can improve yields from marginal farmland by applying more potash and other fertilizers. Fertilizer demand is booming and supplies are tight; potash fertilizer is among the most important types and is currently seeing the tightest supply. As a result, POT has been able to steadily increase the prices it charges for potash — prices have surged from around $200 per ton in January 2007 to around $550 per ton by the end of February this year. In particular, China's stocks of potash are dangerously low, and the country has long been one of POT's most important customers. Of course, this situation has been great for investors; the shares are up +208% over the last year.

      The firm also has a few key competitive advantages. First, building new facilities to mine and process potash takes years and millions of dollars in up-front investment. POT benefits because it's the world's largest producer and has access to some of the most prolific mines — some of which can be ramped up to produce more potash with minimal additional investment.

      Trading at 19 times 2009 earnings estimates with a long-term growth rate of +10%, POT looks expensive at current levels. Nevertheless, analysts have consistently underestimated the firm's growth potential in recent years and the strength of the agricultural markets — estimates of the company's long-term growth rate are gradually moving higher. Thus, +10% likely understates the stock's true potential. Furthermore, the company deserves a premium valuation given its near-monopoly of a key commodity. Overall, POT looks like an outstanding play on strength in the global agriculture market.
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    • Mon Mar 17th 07:13 AM | Rating: 0 0
      Commented on:
      Bear Stearns: The Last Big Story?
      Enter your comment hereA forced marriage by the FED

      FED must stop the chain reaction before it happens or almost every major finanical institute would face a severe counter party risk based write down(much more uglier than sub-prime).

      cheap load(arranged friday) to BSC is useless too as no one would think that is enough and the run would continue and BSC would be forced to file chapter 11.

      So they need some big guys to boost the confidence, i.e. JPM.

      JPM doesn't really want it or else what would be the difference between 1.28B(that is more likely to be approved quickly by the share holders) vs 286M when they said it can make 1B/year after the completion and cleaning up the mess ? beside, it is not cash but printing more certs. A bit more dilution but worth it if they really want it so badly.

      BSC's management doesn't want to give in yet or else they can play hard with the 'I am going to drag everyone down if I don't get say 12/share' trick. As they have depleted all the cash anyway so even their client want to draw money, they have still to wait for the liquidation(to find out what money belongs to whom). A no loss situation for the management(other employee must go immediately though) if they think 10/share is the max they can get(I believe the book is already negative).

      the deal sounds more like a 'convertable note' style credit line to me where JPM+FED gives the backing to BSC for 12 months and they hope the situation(the so called dislocation in bond market) would improve and by that time, BSC has unwinded its huge position and have a positive book value and its share holders would reject the deal. And in the meantime, expect the reject it again and again(the agreement is very strange/smelly to allow the share holders to do this)

      If that doesn't work, they would take it in and the 1B would be sort of a premium they received, to reduce the risk a bit.

      Now whether this would work is beyond anyone's guess since it can send a signal of 'if BSC worth 2/share, how about LEH/GS/MER etc' ? We are already seeing LEH being punished, the next target may be.

      I was thinking that the FED would broker a deal in the 30-50 range(forget whether BSC does worth that much as it doesn't matter) that would boost the overall confidence and buy the market some more time. May be they are playing a 'shock and awe' trick hoping a capitulation style bottoming.
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    • Mon Mar 17th 07:02 AM | Rating: 0 0
      Commented on:
      iPhone to Create Earnings Bonanza for Apple
      AAPL long term holders would be rewarded with holding this stock. 3G is around the corner, and it still needs to go out to ASIA (India, China: over 2.5 billion population). We would see some explosive growth there >?
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    • Mon Mar 17th 06:59 AM | Rating: 0 0
      Commented on:
      Apple Stock: Still 35% Off at a Broker Near You
      AAPL is getting swept in this tidal wave of short term bear recession. This has a P/E of an AG stocks.
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    • Mon Mar 17th 06:56 AM | Rating: 0 0
      Commented on:
      The Deal of the Year: JP Morgan Buys Bear Stearns
      BSC getting bought for $2 dollars. I saw that on my bloomberg screen, I thought it might be wrong, or it would be corrected to $20 dollar. When I have it verified through the other news network. I am just amazed that a company whose book value is over $75 dollars is getting sold for $2 dollar. What really happen, there new office building alone is worth over a billion dollar. And prime brokerage should be another billion >?

      What happen to Joseph Lewis, billionaire FOREX trader. He lost all his money he invested with BSC. He dollar cost average was around $106- $107 dollar. With stocks valuing close to over a billion dollar.
      Jimmy Cayne who lost a big chunk of his net worth, which every one of us blaming him for his golf, and bridge games ??

      Did BSC did really help us get the deal close, to save the over all market. Or it is the "Plunger Protection Team". Or was there an out side agreement between the BSC Executive, and FED's.

      Practically it is the FED bailing them out, omnimus sign on wall street ? We are looking for a 1% point rate cut, if not the rate cut would not really boost the market. In this time, the confidence of the market is really shattered. The idea is it would not go over night, we are going through a bad patch.


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    • Fri Mar 14th 16:39 PM | Rating: 0 0
      Commented on:
      PotashCorp to Benefit from Rising Phosphate Rock Prices
      POT is a good value stock, even though the stock is close to it's 52 week high. The commodity bull market, and the demand for ethanol, and corn would bring the potash contract more higher. Espcially if countries like China, and India are in shortage of food, and the demand for potash is more than the supply. You have to realize as the price of bushel of wheat, corn is going higher, POT is on the higher demand.

      POT has the potential to go more than 50% higher, than the record price today. It is one of the few stocks which holded the bloody BSC (Brear Stearns) day.

      Realize this only commodity would go up this year alone, regarding stocks as whole is already bearish, or to the most bearish bull.
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    • Wed Mar 5th 11:08 AM | Rating: 0 0
      Commented on:
      Apple Stock: Still 35% Off at a Broker Near You
      I personally think, that 35% off from the Dec. Jan high is too cheap, and it has more to do with the big hedge funds shorting it to a point where small retail investors are forced to liquidate, and have their "stop loss" crashed.

      They had a great earnings, and it was not that the economy is so bad, and inflation in the double digit. Where a loaf of bread would cost us $10.00. AAPL dropped 35-40% in instant, speaks with the manipulative shorts, or big "shark" short hedge fund managers.

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    • Mon Mar 3rd 04:42 AM | Rating: 0 0
      Commented on:
      iPhone to Create Earnings Bonanza for Apple
      AAPL did lost a big momentum in the last few weeks. We can see this stock roaring in the $150 sooner that we think. Even with less optimistic this stock has been badly beaten, and the stock pricing which we have right where it was with even when I-phone was introduced. I have a personal target of $1890 by the end of the year. Have accumumated over 5,000 shares during this unexpected bottoms !

      Lucky, for me I would say !
      View article »
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