podiddly's Comments podiddly's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/190735/comments Buy, Sell or Hold: What to Do with Potash Corp.? http://seekingalpha.com/article/88835-buy-sell-or-hold-what-to-do-with-potash-corp?source=feed#comment-222559 222559 Mon, 04 Aug 2008 15:03:14 -0400 Two Water Transport Plays - Besides DryShips http://seekingalpha.com/article/85667-two-water-transport-plays-besides-dryships?source=feed#comment-218876 218876 Wed, 30 Jul 2008 20:03:12 -0400 Rio Tinto Targets 10% of World Potash Market http://seekingalpha.com/article/87280-rio-tinto-targets-10-of-world-potash-market?source=feed#comment-216073 216073 some body of stock holders sell, sell, sell, looking for a "floor" around $175...This, when the fundamentals, guidance, analysts etc. all say the stock (POT) should be north of $300.00 -- even $400.00 based on current PE and forward earnings. Is there a cartel that owns sufficient shares to drag this stock down...or are the Fund managers
so out-to-lunch that they keep lumping potash with oil and hard commodity futures?]]>
Sun, 27 Jul 2008 21:12:56 -0400 some body of stock holders sell, sell, sell, looking for a "floor" around $175...This, when the fundamentals, guidance, analysts etc. all say the stock (POT) should be north of $300.00 -- even $400.00 based on current PE and forward earnings. Is there a cartel that owns sufficient shares to drag this stock down...or are the Fund managers
so out-to-lunch that they keep lumping potash with oil and hard commodity futures?]]>
Ten Reasons Why I'm Waiting to Buy PotashCorp http://seekingalpha.com/article/87258-ten-reasons-why-i-m-waiting-to-buy-potashcorp?source=feed#comment-215665 215665 USD), based on an extensive dissection of all financial and operational fundamentals, current to July 24, 2008. If the stock falls to $170-$175, I agree it will be a screaming BUY...and I recognize that such a fluctuation is not only possible but also a recent occurance...when POT hit $179 for about two seconds on the 24th of July. In any event I will add to my position aggressively below $220.00 which I think is far safer, long-term, than, say financials these days. ]]> Sun, 27 Jul 2008 11:57:56 -0400 USD), based on an extensive dissection of all financial and operational fundamentals, current to July 24, 2008. If the stock falls to $170-$175, I agree it will be a screaming BUY...and I recognize that such a fluctuation is not only possible but also a recent occurance...when POT hit $179 for about two seconds on the 24th of July. In any event I will add to my position aggressively below $220.00 which I think is far safer, long-term, than, say financials these days. ]]> Time For Wall Street to Get Back on the POT http://seekingalpha.com/article/87039-time-for-wall-street-to-get-back-on-the-pot?source=feed#comment-215056 215056 Sat, 26 Jul 2008 10:49:21 -0400 RBC Defends Potash Corp.'s Valuation: $200 POT? http://seekingalpha.com/article/87047-rbc-defends-potash-corp-s-valuation-200-pot?source=feed#comment-214728 214728 GAIN of 178%; all based from a Gross Sales Gain of 98%...: The Forward looking statements suggest continued "perfect" growth; and the expansions of both production, transport and inventory logistics (doubling Vancouver BD port facilities, etc.) were also consistent accomodating the REAL exponential increases in world demand.
-- and some of you are thinking that this is a short play?? Well, DUH...maybe...After all, UBS DOWNGRADED the stock's 2008 price target to $308.00!!]]>
Fri, 25 Jul 2008 17:16:45 -0400 GAIN of 178%; all based from a Gross Sales Gain of 98%...: The Forward looking statements suggest continued "perfect" growth; and the expansions of both production, transport and inventory logistics (doubling Vancouver BD port facilities, etc.) were also consistent accomodating the REAL exponential increases in world demand.
-- and some of you are thinking that this is a short play?? Well, DUH...maybe...After all, UBS DOWNGRADED the stock's 2008 price target to $308.00!!]]>
The Precarious & Problematic Potash Pyramid at Potash Corp. (Part IV) http://seekingalpha.com/article/84727-the-precarious-problematic-potash-pyramid-at-potash-corp-part-iv?source=feed#comment-204526 204526 Sun, 13 Jul 2008 15:30:43 -0400 Alesco Financial: Gem in the Garbage Pile http://seekingalpha.com/article/72517-alesco-financial-gem-in-the-garbage-pile?source=feed#comment-164269 164269 delivers on the high side...e.g. 18% ++ dividend and eventual growth.
Anyone agree??]]>
Thu, 08 May 2008 13:30:49 -0400 delivers on the high side...e.g. 18% ++ dividend and eventual growth.
Anyone agree??]]>