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  • Portfolio Investor: Clark Bullish on Energy, Materials [View article]
    US manufacturing economy stalling per today's news. "Manufacturing activity in the New York area deteriorated slightly in May, the New York Federal Reserve Bank said Thursday. The bank's Empire State Manufacturing index fell to negative 3.2 in May from 0.6 in April. This is the third month in the last four that the index has been negative. Readings below zero indicate contraction. The report was weaker than expected. Economists were expecting to be essentially flat in April. "

    Expect Basic Materials IYM to pull back. Higher costs for Basic Materials companies due to energy price spike matched with inability to raise prices in a near-recessionary environment.
    May 15 11:05 am |Rating: 0 0 |Link to Comment
  • 1990 All Over Again? [View article]
    US manufacturing economy stalling per today's news. "Manufacturing activity in the New York area deteriorated slightly in May, the New York Federal Reserve Bank said Thursday. The bank's Empire State Manufacturing index fell to negative 3.2 in May from 0.6 in April. This is the third month in the last four that the index has been negative. Readings below zero indicate contraction. The report was weaker than expected. Economists were expecting to be essentially flat in April. "

    Expect Basic Materials IYM to pull back. Higher costs for Basic Materials companies due to energy price spike matched with inability to raise prices in a near-recessionary environment.
    May 15 10:53 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    US manufacturing economy stalling per today's news. "Manufacturing activity in the New York area deteriorated slightly in May, the New York Federal Reserve Bank said Thursday. The bank's Empire State Manufacturing index fell to negative 3.2 in May from 0.6 in April. This is the third month in the last four that the index has been negative. Readings below zero indicate contraction. The report was weaker than expected. Economists were expecting to be essentially flat in April. "

    Expect Basic Materials IYM to pull back. Higher costs for Basic Materials companies due to energy price spike matched with inability to raise prices in a near-recessionary environment.
    May 15 10:53 am |Rating: 0 0 |Link to Comment
  • Time to Short Commodities, via SMN? [View article]
    Recent unwarranted rise in IYM suggests it is time to buy SMN @$28.
    May 15 10:46 am |Rating: 0 0 |Link to Comment
  • Adding Fertilizer and Mulling the Market as a Commodity [View article]
    MOS is a great company. However, a stall in the growth rate will capsize the stock price. Adding shares would be high risk unless there is a substantial pullback. Amazing how nobody mentions the historical cycles of commodities. There is a cycle. The boom may be over. The bust may not as extreme.
    May 15 10:40 am |Rating: 0 0 |Link to Comment
  • Citigroup: Assessing Other Credit Risks [View article]
    In plain words...there are better companies to invest in than Citigroup
    Mar 14 19:13 pm |Rating: 0 0 |Link to Comment
  • Still Bullish On Flamel, Despite Last Week's Bad News [View article]
    Recent developments make this stock a strong buy...latest presentation available on the website.

    BUY @8.99
    Mar 14 19:10 pm |Rating: 0 0 |Link to Comment
  • Noble International is a 'Steel' at Current Valuation  [View article]
    How about an update?
    NOBL as of 3/14/2008 @6.57
    Recomended 2/11/2008 @12.54
    down 47%
    Mar 14 18:53 pm |Rating: 0 0 |Link to Comment
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