sorrentocapital

7 Comments

    • Potash, Mosaic Are Looking Fertile [view article]
      fodi, that's very possible, which is why value and contrary investing strategies rarely underperform any other style. Human nature is to buy the hype. 4 times out of 5, the hype is there only to convince YOU to buy the fast money's shares. Apr 29 09:01 PM
    • Why I'm Buying More Mechel [view article]
      Mark, could you expound on MTL's Headwinds (why revenue and profits will continue to rise at rates that make the current price a discount), Tailwinds (the opposite) and any risks? I'd be interested in learning more.

      I stumbled onto this company a week or so ago, based on some research into coking coal rates. I accidentally ran a pilot position up about $15, in a few days. I decided to take profit since I hadn't really done the appropriate amount of homework.       Apr 29 01:08 AM
    • Potash, Mosaic Are Looking Fertile [view article]
      ......Oh, the comment above was in response to Stacked Up's comment. Sorry, just reading it is confusing if you don't know to which topic/comment I'm countering. Apr 29 12:57 AM
    • Potash, Mosaic Are Looking Fertile [view article]
      First, the targetted fed funds rate will most likely go DOWN again tomorrow. Second, rates will likely stay flat for a protracted period thereafter. Third, even if the fed targets a higher fed funds rate, in the future, it will be far in the future. Housing is the absolute make or break issue. Higher interest rates skins that cat, for certain. The inflation that is at risk today can not be fixed with higher rates or stronger dollars. A little, yes. However, the primary driver of inflation is worldwide demand. It is what it is. All we can do is increase supply to meet that demand (hint- you can use something to help grow more grain per acre......it starts with an f).

      Ok- on the issue. The strengthening (assuming that will happen) of the USD will have little affect on fertilizer for crops. Who buys this fertilizer? The only currency that will deflate relative to the USD will likely be the Euro. The Yuan WILL not deflate relative to the USD. In fact, it will continue to strengthen. The Rouble will continue to strengthen. The Real will continue to strengthen. The canadian dollar will not deflate much as it is also a petro currency. As for companies like POT (Canada), do you think they will sell more or less to America when the USD is stronger?? Let's see, dollar stronger vs. Canadian dollar= things from Canada on sale.....I'm guessing they sell more, since it's on sale.

      In my opinion, that's a very illogical argument, but sadly, one that I have heard before.       Apr 29 12:55 AM
    • Ethanol Producers Will Surprise Many [view article]
      "I want to see the U.S. move to a hydrogen economy now"........befor... posting, you may want to educate yourself, at least a tiny bit on the subject matter. Hydrogen will NEVER to central to any economy. It's beyond preposterous. Nothing against you personally.

      1) There is no free hydrogen on earth. It has to be created using energy.
      2) Gas hydrogen has basically ZERO energy density. A "tank full" would allow you to start your car and back out of the driveway. Then, you'd be empty.
      3) Gas hydrogen can't be stored as it's too small a molecule. It leaks out at all times.
      4) Liquid hydrogen can be created using MASSIVE, MASSIVE amounts of energy. Sort of defeats the purpose.
      5) Liquid hydrogen will also boil off and leak out, emptying the tank within a week even if you don't drive.

      I grow tired of hippies, actors and others who know nothing parroting something as silly as the "hydrogen economy". Never gonna happen.       Apr 29 12:01 AM
    • Mastercard, Visa: Q1 Earnings May Be Fine, But Guidance Will Be Weak [view article]
      I'm lazy right now. Help me and others with the following (please, if you can't read an income statement, balance sheet or know what SGA is, DON'T respond.....take some time off and read some books):

      1) Visa- obviously the current price is high, relative to the PE of the S&P or anything else. However, with enough growth, high pe's can be reasonable or even cheap. Question- expound on the growth opportunities for Visa over the next 5-7 years, and why they will capture these revenue sources as opposed to MA. If you really feel that MA will experience the growth, go ahead and cover that instead.

      2) What are the future downside risks to top line and bottom line for Visa?

      3) Same question, but for MA.

      4) Basic objective comparison of MA and V?       Apr 26 01:17 AM
    • Run With the Real on These Brazilian Stocks: ABV and CPL [view article]
      Very good. With the new oil find off the coast, there is even more opportunity for the real to appreciate, relative to other currencies, particularly the USD. Good plays would include any solid company that does not rely on exporting their products (as they are now more expensive to foreigners). I'm thinking telecom, power generation, energy, infrastructure, etc. Also, if you're in the market for a vacation place near Rio, they are still cheap. Apr 14 11:50 PM
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