Adesai's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/175880/comments http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-309361 309361
Although you did a good thing by selling your stock at 78-79. It still doesnt change the fact that the article you wrote was useless. You did not give any forecast, prediction, analysis or usefull insight of downfall of the stock (ie- credit crisis, banks not lending, etc.etc.). So while you did a good thing by selling your shares at a loss at $78, the fact still remains that the article is useless and was a waste of time. Besides the stock had gone up to 83-84 after you sold at 78. So while you can have a smirk on your face, selling at 8% loss means nothing as stock move up and down by 10% every day.]]> Tue, 18 Nov 2008 18:24:17 -0500
Although you did a good thing by selling your stock at 78-79. It still doesnt change the fact that the article you wrote was useless. You did not give any forecast, prediction, analysis or usefull insight of downfall of the stock (ie- credit crisis, banks not lending, etc.etc.). So while you did a good thing by selling your shares at a loss at $78, the fact still remains that the article is useless and was a waste of time. Besides the stock had gone up to 83-84 after you sold at 78. So while you can have a smirk on your face, selling at 8% loss means nothing as stock move up and down by 10% every day.]]> http://seekingalpha.com/article/88157-does-visa-s-beat-bode-well-for-mastercard?source=feed#comment-219534 219534
hey whats up???? I remember your articles on IPI.

Anyways, there are a number of reasons why V is trading at a higher PE ratio than MA.

1. Size, size, size- due to global market share: V-60-66% while MA 25-30%. This makes a huge difference when competing for banks in emerging countries such as china and india.
2. Veurope- Veurope has not joined V inc., and Veurope represents about 15-20% of market share. Veurope shares will be bought by Vinc in the near future. Currently your seeing Visa without Veurope's earnings
3. Huge banks/ institutional investment. If you look at banks in china, india, brazil, middle-east they have invested alot of money in V shares, which means they will likely be caring there card.

4. Legal suits. While you just saw what happened to MA shares today b/c of Amex suit, Visa has already settled before they went IPO. Additionally V has set aside 3 billion of IPO money for Discover cards pending law suit while MA has not..... MA will likely see the same tumble is shares prices/net quarterly loss when they settle with discover.

5. Planned by-back of shares. V will likely buy back shares in 1st quarter of 2009, which will effectively lower outstanding shares, increase EPS and effectively decrease PE ratio.


These are the reasons i am aware of.

I guess you got what you wanted....you wanted MA to miss to drop in share prices. Well here you are, but be careful what you wish for.]]> Thu, 31 Jul 2008 14:29:47 -0400
hey whats up???? I remember your articles on IPI.

Anyways, there are a number of reasons why V is trading at a higher PE ratio than MA.

1. Size, size, size- due to global market share: V-60-66% while MA 25-30%. This makes a huge difference when competing for banks in emerging countries such as china and india.
2. Veurope- Veurope has not joined V inc., and Veurope represents about 15-20% of market share. Veurope shares will be bought by Vinc in the near future. Currently your seeing Visa without Veurope's earnings
3. Huge banks/ institutional investment. If you look at banks in china, india, brazil, middle-east they have invested alot of money in V shares, which means they will likely be caring there card.

4. Legal suits. While you just saw what happened to MA shares today b/c of Amex suit, Visa has already settled before they went IPO. Additionally V has set aside 3 billion of IPO money for Discover cards pending law suit while MA has not..... MA will likely see the same tumble is shares prices/net quarterly loss when they settle with discover.

5. Planned by-back of shares. V will likely buy back shares in 1st quarter of 2009, which will effectively lower outstanding shares, increase EPS and effectively decrease PE ratio.


These are the reasons i am aware of.

I guess you got what you wanted....you wanted MA to miss to drop in share prices. Well here you are, but be careful what you wish for.]]> http://seekingalpha.com/article/86238-credit-card-breakdown-amex-disappoints-as-predicted?source=feed#comment-212779 212779
Have you seen MA chart for the last 2-3 years. Its on a steep incline.... WHY???? MA and V is targeting developing countries. In china 1 in 30 owns a cc; in india its about 1 in 60. These are huge potential markets. Global trend from cash to credit is occuring at a exponential rate. With the summer olympics along with huge chinese/ indian/ middle eastern banks investment in V, look for about 10-15% increase in credit card transaction year on year, which is what CEO saunders has predicted. Suntrust has a price target of $100 which is what V willl likely be trading at within several months.

Amx and DFS will likely be bankrupt or be in the red within several years.]]> Wed, 23 Jul 2008 19:27:01 -0400
Have you seen MA chart for the last 2-3 years. Its on a steep incline.... WHY???? MA and V is targeting developing countries. In china 1 in 30 owns a cc; in india its about 1 in 60. These are huge potential markets. Global trend from cash to credit is occuring at a exponential rate. With the summer olympics along with huge chinese/ indian/ middle eastern banks investment in V, look for about 10-15% increase in credit card transaction year on year, which is what CEO saunders has predicted. Suntrust has a price target of $100 which is what V willl likely be trading at within several months.

Amx and DFS will likely be bankrupt or be in the red within several years.]]> http://seekingalpha.com/article/84989-why-american-express-should-be-ignored?source=feed#comment-205850 205850
Remember that before the first quarter earnings Visa was at prices of 73-75, after the earnings release the stock jumped to 80+. With second quarter earnings comming up look for the same trend. Visa and MA are being traded at high PE ratio compared to other credit cards, which is justified b/c of the limited or no exposure to consumer debt. While AXP and Discover will likely fall victim, as have banks recently, to the badd economy. The price of V has taken a beating because of lower expectations from the financial crisis, however once earnings release watch this baby sky rocket. ]]> Tue, 15 Jul 2008 09:01:30 -0400
Remember that before the first quarter earnings Visa was at prices of 73-75, after the earnings release the stock jumped to 80+. With second quarter earnings comming up look for the same trend. Visa and MA are being traded at high PE ratio compared to other credit cards, which is justified b/c of the limited or no exposure to consumer debt. While AXP and Discover will likely fall victim, as have banks recently, to the badd economy. The price of V has taken a beating because of lower expectations from the financial crisis, however once earnings release watch this baby sky rocket. ]]> http://seekingalpha.com/article/82291-my-investment-philosophy-and-visa?source=feed#comment-193714 193714
The lesson: If you believe in a company and have done your research and homework you should trust your judgement and intuition. Dont follow an analyst or a calculator. The price of Visa will likely be $100 by end of the year. You will be kicking yourself for selling when the stock hits that price. In fact Visa will go to $150 in 2 years, with all the prospects and growth opportunity.

So while you will continue to use your calculator for your investment i will use my head and knowledge for investments, as should successful investors.

Dont get me wrong i leave my emotions on the side, i will dump a company quickly if i feel that the prospectives are not strong. But i dont simply dump a company b/c of temporary 8% loss. With the current market and volatility stocks may move up/down by 10%.

Reason why you are getting bashed on SA is b/c of your reasoning for selling a stock. YOu provided NO GOOD INSIGHT such as prospectives, growth, analysis, earnings, concerns of Visa...whether they be good or badd, to justify your decision........only 8% loss.

And readers on SA wants to hear "reasonings" so they get good insight in making investment. If i wrote a article and simply claimed i sold my stocks b/c of 8% loss without useful insight..... i would expect readers who took time to read my article to be pissed.

Nobody wants to read a useless article. ]]> Thu, 26 Jun 2008 18:38:11 -0400
The lesson: If you believe in a company and have done your research and homework you should trust your judgement and intuition. Dont follow an analyst or a calculator. The price of Visa will likely be $100 by end of the year. You will be kicking yourself for selling when the stock hits that price. In fact Visa will go to $150 in 2 years, with all the prospects and growth opportunity.

So while you will continue to use your calculator for your investment i will use my head and knowledge for investments, as should successful investors.

Dont get me wrong i leave my emotions on the side, i will dump a company quickly if i feel that the prospectives are not strong. But i dont simply dump a company b/c of temporary 8% loss. With the current market and volatility stocks may move up/down by 10%.

Reason why you are getting bashed on SA is b/c of your reasoning for selling a stock. YOu provided NO GOOD INSIGHT such as prospectives, growth, analysis, earnings, concerns of Visa...whether they be good or badd, to justify your decision........only 8% loss.

And readers on SA wants to hear "reasonings" so they get good insight in making investment. If i wrote a article and simply claimed i sold my stocks b/c of 8% loss without useful insight..... i would expect readers who took time to read my article to be pissed.

Nobody wants to read a useless article. ]]> http://seekingalpha.com/article/82291-my-investment-philosophy-and-visa?source=feed#comment-193663 193663
With your experience, i dont believe your an amateur. I do believe that selling your visa share was an amatuer move. Something that i wouldnt expect from an investor with your experience. You have to look at the prospects and growth potential and not just simply 8% loss.

You didnt even give valid analysis on why you sold your shares. Simply 8% loss.]]> Thu, 26 Jun 2008 16:53:52 -0400
With your experience, i dont believe your an amateur. I do believe that selling your visa share was an amatuer move. Something that i wouldnt expect from an investor with your experience. You have to look at the prospects and growth potential and not just simply 8% loss.

You didnt even give valid analysis on why you sold your shares. Simply 8% loss.]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-189169 189169
TraderMark, you were right this is the HOTTST IPO for 2008 and the market cap will likely reach 20Bill in 3-4 years. Man i am sooo pumped up right now.]]> Fri, 20 Jun 2008 11:42:56 -0400
TraderMark, you were right this is the HOTTST IPO for 2008 and the market cap will likely reach 20Bill in 3-4 years. Man i am sooo pumped up right now.]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-188854 188854 Thu, 19 Jun 2008 23:12:54 -0400 http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-188844 188844
What is this onespacetravler blog you are talking about. Can you post a link. I thought that IPI would be trading at 90 by end of the year, i didnt think expectations were as high as $150-200.....]]> Thu, 19 Jun 2008 22:39:30 -0400
What is this onespacetravler blog you are talking about. Can you post a link. I thought that IPI would be trading at 90 by end of the year, i didnt think expectations were as high as $150-200.....]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-188017 188017
Floridamorgan,

Your completely right.....thank god for the green farming goddess. My portfolio has been good with the 2 stocks i own: Visa and Intrepid potash. These 2 companies are the google of 2008.......yeaahaaaw

]]> Wed, 18 Jun 2008 18:22:13 -0400
Floridamorgan,

Your completely right.....thank god for the green farming goddess. My portfolio has been good with the 2 stocks i own: Visa and Intrepid potash. These 2 companies are the google of 2008.......yeaahaaaw

]]> http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-187325 187325
If you rated Visa as a hold why is it that you sold your shares??????? And what parameters, information did you use to change your analyst to a HOLD rating?????]]> Tue, 17 Jun 2008 17:32:13 -0400
If you rated Visa as a hold why is it that you sold your shares??????? And what parameters, information did you use to change your analyst to a HOLD rating?????]]> http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-187321 187321
You claim that you work for visa and that buying V europe is not going to happen and neither is buying back shares. So you are basically stating that your CEO Saunders is bullshitting all of us....correct me if Im wrong. In the conference call Saunders claimed of

1. Buying of visa shares in august or october (i dont remember exactly)
2. Expects a 20% increase in revenues year on year
3. Visa will buy back shares in 2009, once V europe is bought out.

]]> Tue, 17 Jun 2008 17:29:35 -0400
You claim that you work for visa and that buying V europe is not going to happen and neither is buying back shares. So you are basically stating that your CEO Saunders is bullshitting all of us....correct me if Im wrong. In the conference call Saunders claimed of

1. Buying of visa shares in august or october (i dont remember exactly)
2. Expects a 20% increase in revenues year on year
3. Visa will buy back shares in 2009, once V europe is bought out.

]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-187294 187294
I agree that potash prices has nothing do with midwest floods.....but i expected it to at least put a slight dampening of the agric market. Hell if cramer can move markets i just thought that a flood would also.

So what is your position. Have you re-entered your position of IPI or are you waiting for a pullback. I see maybe a pullback of about $2-3 possibly, but i dont see this stock price dropping below $60, unless if earnings release doesnt meet expectation of investors. I believe this stock will probably hit around 75 in expectations of earnings report next month. ]]> Tue, 17 Jun 2008 16:56:43 -0400
I agree that potash prices has nothing do with midwest floods.....but i expected it to at least put a slight dampening of the agric market. Hell if cramer can move markets i just thought that a flood would also.

So what is your position. Have you re-entered your position of IPI or are you waiting for a pullback. I see maybe a pullback of about $2-3 possibly, but i dont see this stock price dropping below $60, unless if earnings release doesnt meet expectation of investors. I believe this stock will probably hit around 75 in expectations of earnings report next month. ]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-187191 187191
I sencond your post. This agricultural sector is scorching HOTTTTT, and there seems to be no signs of it slowing down. Think about it....with all the floods in the midwest has been devastating to the farmers and yet the price of potash keeps rising.

Look for IPI to be at 70+ within 1-2 weeks.]]> Tue, 17 Jun 2008 13:49:15 -0400
I sencond your post. This agricultural sector is scorching HOTTTTT, and there seems to be no signs of it slowing down. Think about it....with all the floods in the midwest has been devastating to the farmers and yet the price of potash keeps rising.

Look for IPI to be at 70+ within 1-2 weeks.]]> http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-186005 186005
"Investing is a passion for me. But it is a passion built on thought and observation. Selling declining stocks quickly and appreciating stocks slowly and partially is my method of dealing with the chaos of the marketplace"

Visa is NOT a declining stock. IT IS AN APPRECIATING STOCK...look at the past 3-4 months.

]]> Sun, 15 Jun 2008 15:57:30 -0400
"Investing is a passion for me. But it is a passion built on thought and observation. Selling declining stocks quickly and appreciating stocks slowly and partially is my method of dealing with the chaos of the marketplace"

Visa is NOT a declining stock. IT IS AN APPRECIATING STOCK...look at the past 3-4 months.

]]> http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-186000 186000
Investing in stocks is not about "balls" but about using your intuition and knowledge and research. You seem to go by numbers.....if stock A falls below 8% then automatically sell, there is no brain, knowledge, intuition about that. You claimed that you used your brain...but i believe you use your calculator for your trading decisions. Because a culculator will tell you that you have a 8% loss....but the calculator will not tell you that the stock will rebound and will definetly go back up to $90 if not to $100 b/c of numerous factors such as: 1. 20% growth each year 2. use of credit cards in developing countries 3. trend of switching from cash to plastic 4. Visa will buy Visa europe in several months 5. visa will buy back shares in 2009. I believe these are the information you need to BUY or SELL to make an informed decision not just simply stock is down 8% so sell. Thats a knee jerk reaction....which does not your brain.

So even though you claim you used your brain..... I believe you didnt.

And please give us other reason's why you sold your shares like good information instead of just it went down 8%. ]]> Sun, 15 Jun 2008 15:48:23 -0400
Investing in stocks is not about "balls" but about using your intuition and knowledge and research. You seem to go by numbers.....if stock A falls below 8% then automatically sell, there is no brain, knowledge, intuition about that. You claimed that you used your brain...but i believe you use your calculator for your trading decisions. Because a culculator will tell you that you have a 8% loss....but the calculator will not tell you that the stock will rebound and will definetly go back up to $90 if not to $100 b/c of numerous factors such as: 1. 20% growth each year 2. use of credit cards in developing countries 3. trend of switching from cash to plastic 4. Visa will buy Visa europe in several months 5. visa will buy back shares in 2009. I believe these are the information you need to BUY or SELL to make an informed decision not just simply stock is down 8% so sell. Thats a knee jerk reaction....which does not your brain.

So even though you claim you used your brain..... I believe you didnt.

And please give us other reason's why you sold your shares like good information instead of just it went down 8%. ]]> http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-185666 185666 Sat, 14 Jun 2008 19:30:26 -0400 http://seekingalpha.com/article/81075-visa-why-i-sold-all-of-my-shares?source=feed#comment-185665 185665
I own several thousand shares and bought 200 more when it dipped.

Thanks for selling your shares to me. You can buy them back when it goes back up to 85+... ]]> Sat, 14 Jun 2008 19:28:34 -0400
I own several thousand shares and bought 200 more when it dipped.

Thanks for selling your shares to me. You can buy them back when it goes back up to 85+... ]]> http://seekingalpha.com/article/81025-visa-3-months-later-where-that-ipo-money-went?source=feed#comment-185662 185662
]]> Sat, 14 Jun 2008 19:17:33 -0400
]]> http://seekingalpha.com/article/79970-starting-a-position-in-intrepid-potash?source=feed#comment-185447 185447
I did not get the last post....."woman"????? anyways i will take it as a compliment. Congrats on the profits.....]]> Sat, 14 Jun 2008 09:23:01 -0400
I did not get the last post....."woman"????? anyways i will take it as a compliment. Congrats on the profits.....]]> http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-185445 185445 Sat, 14 Jun 2008 09:17:22 -0400 http://seekingalpha.com/article/81069-cutting-intrepid-potash-on-quick-25-gain?source=feed#comment-185441 185441
I do have to disagree with the part that you are going to take your profits right now. This stock still has another $15-20 until the end of the year. In fact IPI right now may be better than POT and MOS even though they are at similar PE ratio b/c the company have already started mining at the 2 new acquired mines and production to begin in 2009. Additionally even though 80-90% of profits are from potash their other product langbenite price is going up. I have held a core position of about 3500 shares and buying and selling at dips and highs. I will continue to hold this stock for another 4-5 quarters (when all the potash hype goes down).

Let this be a lesson to all those investors who relies on analyst and dont do there own homework. Soleil had a price target of 40.....Goldmann sachs at 55. If you believe in a product you have to be patient and have confindence. Once i read trader marks initial article "you thought visa was hottest IPO" i did my reaserch and homework. Dont rely on professional analyst since some have a hidden vested interest.]]> Sat, 14 Jun 2008 09:12:39 -0400
I do have to disagree with the part that you are going to take your profits right now. This stock still has another $15-20 until the end of the year. In fact IPI right now may be better than POT and MOS even though they are at similar PE ratio b/c the company have already started mining at the 2 new acquired mines and production to begin in 2009. Additionally even though 80-90% of profits are from potash their other product langbenite price is going up. I have held a core position of about 3500 shares and buying and selling at dips and highs. I will continue to hold this stock for another 4-5 quarters (when all the potash hype goes down).

Let this be a lesson to all those investors who relies on analyst and dont do there own homework. Soleil had a price target of 40.....Goldmann sachs at 55. If you believe in a product you have to be patient and have confindence. Once i read trader marks initial article "you thought visa was hottest IPO" i did my reaserch and homework. Dont rely on professional analyst since some have a hidden vested interest.]]> http://seekingalpha.com/article/79565-visa-trading-transparency?source=feed#comment-180288 180288
I like your post about stocks falling and nobody giving you refund. Well said. I too have been on the bandwagon on Visa. The stock is highly overvalued.....the PE ratio dont lie. I am just waiting for for V europe to join the mix and for V inc to buy back some shares once these 2 things occur the price should shoot up to around $100 and then i may consider selling....b/c by then i would have made over 80-90% of return on my large investment.......you wont ever see that type of return in visa after that.

The 10-20% growth Visa has claimed for the next 5-10 years is already factored into the stock (hence the high PE ratio). But i dont think the situation of Veurope joining Vinc and buying back of shares are factored into the current PE....if it was then the PE ratio would be almost 10-15 pts higher than MA. Currently its only 3-4 pts higher than MA. Apparently in october they will annouce the buy back of shares and V europe to join V inc. ]]> Fri, 06 Jun 2008 09:52:19 -0400
I like your post about stocks falling and nobody giving you refund. Well said. I too have been on the bandwagon on Visa. The stock is highly overvalued.....the PE ratio dont lie. I am just waiting for for V europe to join the mix and for V inc to buy back some shares once these 2 things occur the price should shoot up to around $100 and then i may consider selling....b/c by then i would have made over 80-90% of return on my large investment.......you wont ever see that type of return in visa after that.

The 10-20% growth Visa has claimed for the next 5-10 years is already factored into the stock (hence the high PE ratio). But i dont think the situation of Veurope joining Vinc and buying back of shares are factored into the current PE....if it was then the PE ratio would be almost 10-15 pts higher than MA. Currently its only 3-4 pts higher than MA. Apparently in october they will annouce the buy back of shares and V europe to join V inc. ]]> http://seekingalpha.com/article/79970-starting-a-position-in-intrepid-potash?source=feed#comment-180237 180237

Trader Mark,

I too did not get into the IPO price but from your article you mentioned the price would open up at 60, which is why i was excited about this stock. I bought several thousand shares (3500 to be exact) at a price range of $45-51 on the first and second day it came out probably and average of $48. Either way i learned about this company and this IPO from you. I wanted to ThANK YOU. I enjoy your articles and hope to see you posting on SA more now that you hold a position in IPI. One advise, i dont think that the price of IPI will go down less than $48 now. I think we will consistently see a price of $50+. But i can be wrong. Good luck to you.]]> Fri, 06 Jun 2008 09:05:02 -0400

Trader Mark,

I too did not get into the IPO price but from your article you mentioned the price would open up at 60, which is why i was excited about this stock. I bought several thousand shares (3500 to be exact) at a price range of $45-51 on the first and second day it came out probably and average of $48. Either way i learned about this company and this IPO from you. I wanted to ThANK YOU. I enjoy your articles and hope to see you posting on SA more now that you hold a position in IPI. One advise, i dont think that the price of IPI will go down less than $48 now. I think we will consistently see a price of $50+. But i can be wrong. Good luck to you.]]> http://seekingalpha.com/article/79965-intrepid-potash-strong-quarter-but-questions-remain?source=feed#comment-180230 180230
I too did not get into the IPO price but from your article you mentioned the price would open up at 60. Either way i learned about this company and this IPO from you. I wanted to ThANK YOU. ]]> Fri, 06 Jun 2008 09:00:01 -0400
I too did not get into the IPO price but from your article you mentioned the price would open up at 60. Either way i learned about this company and this IPO from you. I wanted to ThANK YOU. ]]> http://seekingalpha.com/article/79970-starting-a-position-in-intrepid-potash?source=feed#comment-180223 180223
However POT are trading at similar PE ratio with IPI. POT trailing PE ratio is 40 while there forward PE ratio is around 20.

POT current price of $210 with EPS for 2008 is $10.25 that comes out with a PE ratio of 20.4.

IPI current price of $50 with EPS for 2008 of $2.24 the PE ratio is 22.

So although POT current PE ratio is 40 from last years earnings there forward PE ratio is 22.

SO i expect NEXT YEAR 2009 for IPI to have a TRAILING PE ratio of 40 and forward PE ratio of around 20. So that being said with current estimated EPS of 2.24x40= 89 for next year. But remember for IPI to have a price of 89 then POT has to have a price of 400. I think if the price of potash keeps increasing goes up to above $1500 for the next 2 years than we can see this type of growth. If price of potash levels offs than forward and trailing PE ratio will equal each other.

Look for the price of potash to be at 55 by end of this month and price of 60-65 in several months and by 70 by end of year. that my prediction.
]]> Fri, 06 Jun 2008 08:47:39 -0400
However POT are trading at similar PE ratio with IPI. POT trailing PE ratio is 40 while there forward PE ratio is around 20.

POT current price of $210 with EPS for 2008 is $10.25 that comes out with a PE ratio of 20.4.

IPI current price of $50 with EPS for 2008 of $2.24 the PE ratio is 22.

So although POT current PE ratio is 40 from last years earnings there forward PE ratio is 22.

SO i expect NEXT YEAR 2009 for IPI to have a TRAILING PE ratio of 40 and forward PE ratio of around 20. So that being said with current estimated EPS of 2.24x40= 89 for next year. But remember for IPI to have a price of 89 then POT has to have a price of 400. I think if the price of potash keeps increasing goes up to above $1500 for the next 2 years than we can see this type of growth. If price of potash levels offs than forward and trailing PE ratio will equal each other.

Look for the price of potash to be at 55 by end of this month and price of 60-65 in several months and by 70 by end of year. that my prediction.
]]> http://seekingalpha.com/article/79965-intrepid-potash-strong-quarter-but-questions-remain?source=feed#comment-179194 179194
I read your posting of "you thought visa was hottest IPO..." and b/c of that post i actually invested alot of $$$$ in this company. I want to ask you a question, if you thought this was a hott company then why havent you invested in this company.

I had the same question as you did.....what % of contract are already agreed upon and at what price. With 70% of contract made in sept 2008 when potash prices were low. Another question is when will they open up the other mines to start making production. I know in the prospective they claimed it will be open this year with production to start by next year.

With the price of potash at around $1000 by end of the year, there is alot of positive things about this company and i see this company going to $55 in next couple of months and about $65-70 by next year if the PE ratio holds up. This is a good investment and a long long term play.
]]> Wed, 04 Jun 2008 12:24:39 -0400
I read your posting of "you thought visa was hottest IPO..." and b/c of that post i actually invested alot of $$$$ in this company. I want to ask you a question, if you thought this was a hott company then why havent you invested in this company.

I had the same question as you did.....what % of contract are already agreed upon and at what price. With 70% of contract made in sept 2008 when potash prices were low. Another question is when will they open up the other mines to start making production. I know in the prospective they claimed it will be open this year with production to start by next year.

With the price of potash at around $1000 by end of the year, there is alot of positive things about this company and i see this company going to $55 in next couple of months and about $65-70 by next year if the PE ratio holds up. This is a good investment and a long long term play.
]]> http://seekingalpha.com/article/73800-intrepid-potash-ipo-soaring-shares-signal-fertilizer-bubble?source=feed#comment-176403 176403 Thu, 29 May 2008 21:12:32 -0400 http://seekingalpha.com/article/78951-visa-estimates-upped-through-2010?source=feed#comment-175097 175097
And your right...numbers dont lie. V has a high current and forward PE ratio compared to MA. However, I have invested in Visa b/c of the growth potential, worldwide name recognition, the guidance of future growth of this company, guidance of buying Veurope in several months, along with the growth potential in china. Additionally this is a comapny i can relate to b/c i use visa credit cards more than i use cash. Just to keep records of all my purshases without holding on to reciepts. More banks and institution from asia (china, india), middle east, etc..etc.. have invested in this company compared to MA... which tells me that this will be the premier card which will be advertised when people go to banks to get debit/credit card in these developing countries. Although in the short term MA may look good b/c of its PE ratio and EPS....in the long run (3+ years) visa is the much better company. And I am in it for the long run...

In fact even in the short run i have made about 30-40% return on this investment in today's bleak economy...which is something i dont think anybody will complain about.]]> Wed, 28 May 2008 08:48:51 -0400
And your right...numbers dont lie. V has a high current and forward PE ratio compared to MA. However, I have invested in Visa b/c of the growth potential, worldwide name recognition, the guidance of future growth of this company, guidance of buying Veurope in several months, along with the growth potential in china. Additionally this is a comapny i can relate to b/c i use visa credit cards more than i use cash. Just to keep records of all my purshases without holding on to reciepts. More banks and institution from asia (china, india), middle east, etc..etc.. have invested in this company compared to MA... which tells me that this will be the premier card which will be advertised when people go to banks to get debit/credit card in these developing countries. Although in the short term MA may look good b/c of its PE ratio and EPS....in the long run (3+ years) visa is the much better company. And I am in it for the long run...

In fact even in the short run i have made about 30-40% return on this investment in today's bleak economy...which is something i dont think anybody will complain about.]]> http://seekingalpha.com/article/78951-visa-estimates-upped-through-2010?source=feed#comment-175077 175077 Wed, 28 May 2008 08:33:21 -0400