legmaker's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/190028/comments http://seekingalpha.com/article/118717-deep-sea-oil-drillers-show-potential-for-gains?source=feed#comment-377496 377496 Thu, 05 Feb 2009 16:56:58 -0500 http://seekingalpha.com/article/118358-adm-earnings-are-a-shareholder-s-dream?source=feed#comment-376401 376401 If corn prices remain low, it will improve ADM's margins. If the prices increase, they will make corresponding price increases. Ethanol is also a very interesting part of the equation. Ethanol prices have plummeted because gasoline demand has decreased. The less gasoline we use, the less ethanol is used as an additive. E85 is a very small portion of the picture as many places still don't sell it and it can be tough to find depending on where you live.
The one thing people are not talking about is there current deal with LNDC. ADM making a biodegradable plastic wrap. This wrap is being implemented into grocery stores to wrap things like hamburger and vegetables. This may not be a big revenue source now, but when petroleum prices go up, and they will at some point, this will be big. I think ADM is a buy here, especially if you got in towards the end of the trading day. If that is the case then you will probably get a pop in the morning. ADM could still see $20, if it does pull the trigger. Great job and God Bless.]]> Thu, 05 Feb 2009 01:27:54 -0500 If corn prices remain low, it will improve ADM's margins. If the prices increase, they will make corresponding price increases. Ethanol is also a very interesting part of the equation. Ethanol prices have plummeted because gasoline demand has decreased. The less gasoline we use, the less ethanol is used as an additive. E85 is a very small portion of the picture as many places still don't sell it and it can be tough to find depending on where you live.
The one thing people are not talking about is there current deal with LNDC. ADM making a biodegradable plastic wrap. This wrap is being implemented into grocery stores to wrap things like hamburger and vegetables. This may not be a big revenue source now, but when petroleum prices go up, and they will at some point, this will be big. I think ADM is a buy here, especially if you got in towards the end of the trading day. If that is the case then you will probably get a pop in the morning. ADM could still see $20, if it does pull the trigger. Great job and God Bless.]]> http://seekingalpha.com/article/118450-exxon-on-u-s-oil-refiners?source=feed#comment-376395 376395 Thu, 05 Feb 2009 01:13:04 -0500 http://seekingalpha.com/article/118553-apple-cheaper-iphone-could-bring-in-7-billion-more?source=feed#comment-376391 376391 Thu, 05 Feb 2009 01:08:14 -0500 http://seekingalpha.com/article/115348-six-dividend-stocks-raising-the-bar?source=feed#comment-376389 376389 Thu, 05 Feb 2009 01:03:41 -0500 http://seekingalpha.com/article/115333-at-least-five-agricultural-stocks-with-upside?source=feed#comment-376387 376387 Thu, 05 Feb 2009 01:01:14 -0500 http://seekingalpha.com/article/115247-quick-take-the-mosaic-company?source=feed#comment-376385 376385 Thu, 05 Feb 2009 00:59:33 -0500 http://seekingalpha.com/article/115431-conference-call-highlights-the-next-bric-to-fall-on-agro-chem-co-s?source=feed#comment-376384 376384

On Jan 26 10:07 PM tagthatstock wrote:

> legmaker: "I think we will see a terrible crop this year, with respect
> to corn, wheat and soybeans"-------i agree,,,,,,,,,so why waste your
> time on POT/MON/MOS etc.............when you can buy GRU $6.49 and
> YOU can control how well the world eats.---------'the next global
> war without a bullet being shot']]> Thu, 05 Feb 2009 00:58:14 -0500

On Jan 26 10:07 PM tagthatstock wrote:

> legmaker: "I think we will see a terrible crop this year, with respect
> to corn, wheat and soybeans"-------i agree,,,,,,,,,so why waste your
> time on POT/MON/MOS etc.............when you can buy GRU $6.49 and
> YOU can control how well the world eats.---------'the next global
> war without a bullet being shot']]> http://seekingalpha.com/article/115600-cf-buyout-bid-grossly-undervalues-terra-industries?source=feed#comment-376382 376382

On Jan 27 07:47 AM english major wrote:

> Dude, where did you learn English? Your post shows total ignorance
> of your language, so why should your comments be taken seriously?
> ]]> Thu, 05 Feb 2009 00:53:10 -0500

On Jan 27 07:47 AM english major wrote:

> Dude, where did you learn English? Your post shows total ignorance
> of your language, so why should your comments be taken seriously?
> ]]> http://seekingalpha.com/article/115600-cf-buyout-bid-grossly-undervalues-terra-industries?source=feed#comment-376381 376381

On Jan 27 07:47 AM english major wrote:

> Dude, where did you learn English? Your post shows total ignorance
> of your language, so why should your comments be taken seriously?
> ]]> Thu, 05 Feb 2009 00:51:14 -0500

On Jan 27 07:47 AM english major wrote:

> Dude, where did you learn English? Your post shows total ignorance
> of your language, so why should your comments be taken seriously?
> ]]> http://seekingalpha.com/article/115249-are-you-kidding-cbo-s-laughable-tarp-claims?source=feed#comment-365807 365807 Sun, 25 Jan 2009 15:19:16 -0500 http://seekingalpha.com/article/114369-when-bank-of-hawaii-falls-below-52-week-low-it-s-time-to-buy?source=feed#comment-365136 365136 Just so everyone know's I bought in the money puts Friday and I will tell you why. Although I love this name long term and also believe $20 is a great place to buy this stock, I am unsure if a PE valuation is a good way to trade or invest in this name. Since financials are more of a trading prospect right now, I could either win big or lose big on Monday. Here are the reasons I bought puts and my comments will mimic many of those who wrote comments on this stock.
1. 16% of this state's economy is tourism. Since a trip to Hawaii is much more expensive than that of Mexico, even those with a little extra cash are probably going some place much less expensive.
2. 18% of their economy is real estate. When checking the numbers this state has held much better than others with respect to price, but prices are still down 3.6% to date. Since many people were using their homes as ATMs they will still see quite a bit of of problems in their market.
3. The most important is the forecast of unemployment which is still good, has it increasing 1.3% year over year, to 3.9%.
4. visitor arrivals down 10.6% yoy.
5. reall personal income down .3%
6. CPI up 4.6%.

With their total securities portfolio at $2.9 billion, 40% is with the Federal National Mortgage Assoc. and 29% with the Federal Home Loan Mortgage corp. As of 9-30-08 they had a total of $6.539 billion in home loans and leases with a loss provision of $115 million.
This company looks much better than many financials, including regionals, but may be a bit pricey. I didn't buy puts because I thought BOH was going to have a horrible quarter, I just think the stock is priced for perfection, and unless they beat by quite a bit will trend down after earnings. Have a great day and God Bless.]]> Sat, 24 Jan 2009 16:02:30 -0500 Just so everyone know's I bought in the money puts Friday and I will tell you why. Although I love this name long term and also believe $20 is a great place to buy this stock, I am unsure if a PE valuation is a good way to trade or invest in this name. Since financials are more of a trading prospect right now, I could either win big or lose big on Monday. Here are the reasons I bought puts and my comments will mimic many of those who wrote comments on this stock.
1. 16% of this state's economy is tourism. Since a trip to Hawaii is much more expensive than that of Mexico, even those with a little extra cash are probably going some place much less expensive.
2. 18% of their economy is real estate. When checking the numbers this state has held much better than others with respect to price, but prices are still down 3.6% to date. Since many people were using their homes as ATMs they will still see quite a bit of of problems in their market.
3. The most important is the forecast of unemployment which is still good, has it increasing 1.3% year over year, to 3.9%.
4. visitor arrivals down 10.6% yoy.
5. reall personal income down .3%
6. CPI up 4.6%.

With their total securities portfolio at $2.9 billion, 40% is with the Federal National Mortgage Assoc. and 29% with the Federal Home Loan Mortgage corp. As of 9-30-08 they had a total of $6.539 billion in home loans and leases with a loss provision of $115 million.
This company looks much better than many financials, including regionals, but may be a bit pricey. I didn't buy puts because I thought BOH was going to have a horrible quarter, I just think the stock is priced for perfection, and unless they beat by quite a bit will trend down after earnings. Have a great day and God Bless.]]> http://seekingalpha.com/article/116066-unusual-options-activity-review-thursday?source=feed#comment-363903 363903

On Jan 23 08:22 AM Robert Weinstein wrote:

> Not a big surprise with GE earnings about to come out in about 12
> mins from the time I write this.
>
> I been writting puts for Feb and Mar as I feel it doesnt matter what
> they report the stock will go up. There just isnt any other AAA stocks
> with such a wonderful PE and dividend even if it both get cut in
> half.
>
> GE is a great company and in the next few months there will be a
> lot of people wishing they didn't panic out of their stock.
>
> This says a lot that I am bullish with GE as I am NOT a value investor
> and short over 95% of my trades / investments.]]> Fri, 23 Jan 2009 08:33:52 -0500

On Jan 23 08:22 AM Robert Weinstein wrote:

> Not a big surprise with GE earnings about to come out in about 12
> mins from the time I write this.
>
> I been writting puts for Feb and Mar as I feel it doesnt matter what
> they report the stock will go up. There just isnt any other AAA stocks
> with such a wonderful PE and dividend even if it both get cut in
> half.
>
> GE is a great company and in the next few months there will be a
> lot of people wishing they didn't panic out of their stock.
>
> This says a lot that I am bullish with GE as I am NOT a value investor
> and short over 95% of my trades / investments.]]> http://seekingalpha.com/article/115403-fundamentals-of-potash?source=feed#comment-361837 361837 Wed, 21 Jan 2009 10:06:50 -0500 http://seekingalpha.com/article/115680-two-reasons-cf-looks-headed-for-big-profits?source=feed#comment-361799 361799 Wed, 21 Jan 2009 09:43:49 -0500 http://seekingalpha.com/article/115600-cf-buyout-bid-grossly-undervalues-terra-industries?source=feed#comment-361714 361714 Wed, 21 Jan 2009 08:52:40 -0500 http://seekingalpha.com/article/115431-conference-call-highlights-the-next-bric-to-fall-on-agro-chem-co-s?source=feed#comment-361361 361361 Tue, 20 Jan 2009 20:10:25 -0500 http://seekingalpha.com/article/115403-fundamentals-of-potash?source=feed#comment-361176 361176 Tue, 20 Jan 2009 15:43:03 -0500 http://seekingalpha.com/article/115295-cf-s-terra-industries-takeover-win-win?source=feed#comment-361146 361146 Tue, 20 Jan 2009 15:14:04 -0500 http://seekingalpha.com/article/114499-five-key-quotes-from-monsanto-s-fq109-conference-call?source=feed#comment-361011 361011 Tue, 20 Jan 2009 13:09:01 -0500 http://seekingalpha.com/article/115247-quick-take-the-mosaic-company?source=feed#comment-360367 360367 Mon, 19 Jan 2009 20:19:01 -0500 http://seekingalpha.com/article/115333-at-least-five-agricultural-stocks-with-upside?source=feed#comment-360340 360340

On Jan 19 08:33 AM Paul Price wrote:

> You start off by asking "Is it possible for an investor to have success
> even if he does not have the ability to sit by the computer all day
> long placing trades?"
>
> If what you are buying might not be good for the next year or two
> because you couldn't watch your screen all day long, then something
> is wrong with your whole thinking process.
>
> It's that company is a good investment, then an hour or two's fluctuation
> shouldn't make much difference in your decision making process.]]> Mon, 19 Jan 2009 19:32:37 -0500

On Jan 19 08:33 AM Paul Price wrote:

> You start off by asking "Is it possible for an investor to have success
> even if he does not have the ability to sit by the computer all day
> long placing trades?"
>
> If what you are buying might not be good for the next year or two
> because you couldn't watch your screen all day long, then something
> is wrong with your whole thinking process.
>
> It's that company is a good investment, then an hour or two's fluctuation
> shouldn't make much difference in your decision making process.]]> http://seekingalpha.com/article/115333-at-least-five-agricultural-stocks-with-upside?source=feed#comment-360339 360339

On Jan 19 08:13 AM redbaron wrote:

> 'The election of a Democratic President also bodes well. Not only
> does this give the Democrats the Presidency, it also secures legislation
> as there will be no veto.'
>
> And what happens is the Dems decide to stop subsidies to agriculture,
> with a veto proof administration? I own ADM and some others in this
> area as well, but am concerned about this possibility. Without subsidies,
> everything changes here.
> ]]> Mon, 19 Jan 2009 19:31:28 -0500

On Jan 19 08:13 AM redbaron wrote:

> 'The election of a Democratic President also bodes well. Not only
> does this give the Democrats the Presidency, it also secures legislation
> as there will be no veto.'
>
> And what happens is the Dems decide to stop subsidies to agriculture,
> with a veto proof administration? I own ADM and some others in this
> area as well, but am concerned about this possibility. Without subsidies,
> everything changes here.
> ]]> http://seekingalpha.com/article/115348-six-dividend-stocks-raising-the-bar?source=feed#comment-360337 360337 Mon, 19 Jan 2009 19:29:35 -0500 http://seekingalpha.com/article/67346-salt-shortages-add-spice-to-compass-minerals-international?source=feed#comment-359163 359163 Sun, 18 Jan 2009 14:09:23 -0500 http://seekingalpha.com/article/84859-citi-s-in-for-more-pain?source=feed#comment-359151 359151 Sun, 18 Jan 2009 13:53:24 -0500 http://seekingalpha.com/article/84768-street-underestimating-ag-equipment-maker-cnh-global-s-forward-earnings?source=feed#comment-359150 359150

On Jul 23 04:40 PM QUESTIONABLE wrote:

> The thing about AG markets is just like the crops it comes in seasons.
> CNH is not just AG though it also has to include numbers for it's
> holdings in Construction Machinery. This is true of all the major
> equipment manufactuers.... where housing and construction is down
> in the United States, some sales are boosted by the Iraq Conflict
> as the regrowth there pushes in new purchases for both Construction
> and AG... Alot of AG equipment is dual mode and meets both needs.
> Just research the actual sales numbers by geographical area and learn
> about the crops and growing seasons. These true natural seasons will
> affect the stock prices.... As I am not giving anything but common
> sense knowledge and will not recommend or point toward a specific
> action as I disagree with this type of hype that is already destroying
> retirement investments.]]> Sun, 18 Jan 2009 13:52:17 -0500

On Jul 23 04:40 PM QUESTIONABLE wrote:

> The thing about AG markets is just like the crops it comes in seasons.
> CNH is not just AG though it also has to include numbers for it's
> holdings in Construction Machinery. This is true of all the major
> equipment manufactuers.... where housing and construction is down
> in the United States, some sales are boosted by the Iraq Conflict
> as the regrowth there pushes in new purchases for both Construction
> and AG... Alot of AG equipment is dual mode and meets both needs.
> Just research the actual sales numbers by geographical area and learn
> about the crops and growing seasons. These true natural seasons will
> affect the stock prices.... As I am not giving anything but common
> sense knowledge and will not recommend or point toward a specific
> action as I disagree with this type of hype that is already destroying
> retirement investments.]]> http://seekingalpha.com/article/81975-compass-minerals-shares-continue-to-point-north?source=feed#comment-359143 359143

On Jun 24 07:27 AM Clavis wrote:

> Nice article, interesting about SOP & MOP, could be a good long
> term play.]]> Sun, 18 Jan 2009 13:42:38 -0500

On Jun 24 07:27 AM Clavis wrote:

> Nice article, interesting about SOP & MOP, could be a good long
> term play.]]> http://seekingalpha.com/article/114358-comparing-fertilizers-stocks?source=feed#comment-359112 359112 Sun, 18 Jan 2009 13:10:17 -0500 http://seekingalpha.com/article/98370-the-real-reasons-fertilizer-stocks-are-in-the-dirt?source=feed#comment-359103 359103 Sun, 18 Jan 2009 13:00:33 -0500